Validating Archer Elements

Validate the Archer elements to ensure that you have configured your instance correctly, including the search indexes, file repository, and company files.

As part of this validation, you must add a new application, enter records, test a keyword search, and attach a file to a record. If you plan to use advanced workflow functionality, you also create a test workflow in your application.

On this page

Task 1: Open Archer and log in as system administrator

The following table describes the steps to open Archer and log in as a system administrator.

Step

Action

Results

1

Start the browser, for example IE, and enter the Base URL to the Archer.

This URL is established in the Web settings in the Archer Control Panel.

2

Log in to the Archer as system administrator:

  1. In User Name, enter sysadmin.
  2. In Company, enter the instance name.
  3. In Password, enter the password.

 

3

Click Login.

The Archer page opens.

If you do not see the Login page, see Troubleshooting System Components.

Task 2: Add and test a new application using Application Builder

The following table describes the steps to add and test a new application using Application Builder.

Step

Action

Results

1

Create a new application from scratch.

For information on creating new applications, see Adding Text Fields.

 

2

Add the following field types:

  • Text with Search Results enabled
  • Attachment
  • Values List with 3 or more values

For information on adding field types, see Types of fields.

Each added field is listed on the Manage Fields page.

3

Add the newly created fields to the layout.

For information on adding fields to a layout, see Adding Fields to the Layout.

 

4

(Optional) Build and activate a simple advanced workflow with the following settings:

  • Nodes: Start, Stop, and Update Content. Set the Update Content node to update a value in a field. (Creating a test record enables you to determine if the workflow you have built is valid).
  • Enrollment option: New.

Important: Make sure that you activate the workflow. Workflows are created as inactive by default.

For information on building and activating advanced workflows, see Building Advanced Workflows.

Note: You only need to complete this step if you plan to use the advanced workflow functionality.

  

5

Save the application.

The newly created application is listed on the Manage Applications page.

6

Go to your home page and open the application that you created.

For information on working with records, see Working with Records.

The Search Results page opens for that application.

7

Add 2 new records to the application and save.

The new records appear in the Search Results page of the application.

If you created an advanced workflow, fields in the record are updated according to your design.

Task 3: Test keyword indexes by performing a keyword search

The following table describes the steps to test keyword indexes by performing a keyword search.

Step

Action

Results

1

Go to the Search Results page for the application you created.

The Search Results page opens for that application.

2

Run a Keyword Search using text entered in 1 of the records created in the test application.

Records found from the search are listed on the Search Results page.

For information on keyword searches, see Running Searches in Applications and Questionnaires and Search Options: Keywords and Phrases.

Task 4: Validate the path to the File Repository folder by adding an attachment to a record

The following table describes the steps to validate the path to the File Repository folder by adding an attachment to a record.

Step

Action

Results

1

Locate a file that you can attach to a record.

 

2

Go to the Search Results page for the application you created.

 

3

Navigate to the Attachment section, and click Add New.

 

4

Attach the file to the record.

The newly attached file is a link on the record.

5

Click the link to the attachment.

The attachment file opens.

For information on working with attachments, see Working with Records and Data Entry.

Task 5: (Optional) Test Advanced Workflow

The following table describes the steps to test Advanced Workflow.

Step

Action

Results

1

Log in to the Archer as system administrator:

  1. In User Name, enter sysadmin.
  2. In Company, enter the instance name.
  3. In Password, enter the password.

 

2

Go to the Application Builder.

 

3

Open an application that has Advanced Workflow.

The application has advanced workflow tab.

4

Build an Advanced Workflow.

The nodes and transitions can be added properly.

5

Run the Advanced Workflow

The workflow functions as expected.

For information on working with advanced workflow, see Building Advanced Workflows.