Upgrading the Services Servers

Upgrading the Services Server consists of installing the Services component. You must upgrade this component on each server for the services role. This upgrade takes a few minutes and occurs simultaneously during the installation of the Instance Database component.

On this page

Task 1: Prepare the installer package

  1. Download the Archer installer package from Archer Community.

    https://www.archerirm.community/

  2. (Optional) Verify that you have downloaded the installer package correctly by comparing the checksum values from your downloaded Archer files to the checksum values for your Archer Platform version displayed on the download page.

  3. Use the Run as Administrator option to extract the installation package on the server to a location that is accessible to other servers.

  4. Back up the instance and configuration databases created during the server preparation process. This process ensures that your data is current so that you can recover it if necessary.

Task 2: Stop all Archer Jobs

This task stops processing of new jobs while allowing currently running jobs to process. Jobs in progress and their associated child jobs can finish processing.

Archer Folder Namei

  • For new Archer installations of release 6.14 Patch 1 and later releases, the RSAArcher folder in file paths has been changed to Archer. For example: c:\program\Archer

  • For upgrades of Archer, the RSAArcher folder renames unchanged. For example: c:\program\RSAArcher

  1. Run the Archer Control Panel as Administrator (Archer Control Panel\ArcherTech.ControlPanel.exe).

  2. Go to the Servers tab.

    1. From the Plugins menu, select Job Engine Manager.

    2. Click Servers.

  3. Click Discontinue Job Processing.

  4. In the Actions pane, click Save.

Task 3: Stop all Archer services except Archer Technologies Archer Configuration service.

This process ensures that all Archer services are stopped but the Archer Technologies Archer Configuration service continues to run.

  1. Run Windows Services as Administrator.

  2. Scroll until the Archer Technologies Services appear.

    1. Right click each Service in turn.

      Note: Do not select Archer Technologies Archer Configuration service.

    2. Select Stop.

Task 4: Shut down Archer

This process prevents access to the Archer website during the upgrade.

  1. Open a command prompt.

  2. In the Open field, enter:

    iisreset /STOP

  3. Press Enter.

Task 5: Run the installer as Administrator

Run the installer on all Web and Services servers. 

  1. Open the installation folder, and right-click ArcherInstall.exe.
  2. Select Run as Administrator.
  3. Click OK.
  4. Select the appropriate language for the installer to use.
  5. Read the license agreement, and select I accept the terms in the license agreement.
  6. Read the Diagnostics and System Data License.
  7. Click Next.

Task 6: Install the services component

Begin at the Archer - Installation Options page.

  1. Verify that only the desired components are selected.

    Note: When upgrading, options used in past installations are automatically selected.

  2. Click Next.

Task 7: Choose the X.509 certificate from store

You must select the same certificate as the one from your original installation of Archer. For more information, see X.509 Certificates.

Begin at the Archer - Choose Certificate page.

  1. Verify that Use Current Certificate is selected and click Next.

Task 8: Set the configuration services credentials

Begin at the Archer - Services Credentials page.

  1. Verify that Use the specified account to run all services is selected.
  2. In User Name, enter the user name in the following format: domain\user.
  3. In Password, enter the password for the domain user account.
  4. Click Next.

Task 9: Set the services and application paths

The installer populates the paths with the applicable path from the existing installation.

Begin at the Archer - Services and Application Files page.

  1. In Services, verify the path where the services are installed.
  2. In Application Files, verify the path where the application files are installed.
  3. In Program Group, verify that Create Archer group for all users is selected, and click Next.

Note: Do not install the Web Application or products in the same virtual directory or Root of Archer. Browsers send Cookies if more than one Web Application resides in the same space. This behavior may lead to passing Archer cookies to any other application installed in the same Root or Virtual Directory.

Task 10: Set the path for the installer log file

Begin at the Archer - Log Location page.

  1. In Log Path, verify the path where the log file is stored, and click Next.
  2. Confirm whether to copy the application files. Do one of the following:
    • To copy the application files, click Yes, and select the folder to which you want to copy the application files.
    • To continue without copying the application files, click No.
  3. Click OK.

Task 11: Perform the installation

Begin at the Archer - Perform Install page.

  1. Click Next.

    The installer starts installing the applicable components. A progress bar opens.

  2. Wait for the installer to complete installing the applicable components.
  3. Click Finish.

    The Archer Control Panel opens.

Task 12: Start IIS on all Web Servers

Begin at a Command prompt on a Web Server.

  1. Open a Command Prompt.
  2. In the Open field, enter:

    iisreset /START

  3. Click Enter.

Task 13: Verify the instance configuration

Begin in Windows Services.

  1. Start all Archer services.

    Note: If you are using Advanced Workflow, start the Archer Workflow server at the Web Servers.

  2. Go to Job Engine Manager in the Archer Control Panel, and start job processing.
    1. Click the Server tab and clear the Discontinue Job Processing checkbox to start processing jobs.
    2. In the Actions pane, click Save.
  3. At the Installation Settings tab, verify the global settings of the Archer. These settings are Logging, and Default Local and Time Zone.
  4. Select the default instance and go to each tab and verify that all information in the configuration is correct.
  5. Click Save if you have made changes to the instance configuration.
  6. Repeat steps 4 and 5 for all other instances.
  7. On the dedicated Services Server, start all Archer services.