Activating an Archer Upgrade

To complete your Archer upgrade, configure your environment and activate your servers. Activating servers is the process of ensuring files specific to Archer have the proper permissions and can be accessed by the applicable service.

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Set the default instance

Use the Archer Control Panel to connect to the existing Archer instance. For more information, see the following topics in the Archer Control Panel Help:

  • "Instance Configuration Settings"
  • "Completing the Default Creation"
  • "Setting the Default Instance"

Run the Maintenance SQL script

If your organization does not have its own standard database maintenance process, run the Maintenance SQL script. This script creates the Archer Database Statistics Update job to update statistics and the Archer Database Index Rebuild job to re-index the database.

Schedule these jobs to run during inactive periods. For example, you can schedule the Statistics Update job to run every day at 3:00 AM and the Index Rebuild job to run every Sunday at 2:00 AM.

  1. Before you begin, ensure that the SQL Server Agent is running.
  2. Log in as a system administrator to the server that hosts the Archer database.
  3. Navigate to the \Archer\Tools\ folder.
  4. Double-click jobDeployScript.sql.
  5. Select the Archer database as the current database.
  6. Run the script, which creates the Statistics Update and Index Rebuild database jobs.

Activate the Archer instance

Activating the instance requires you to register your Archer license and to rebuild search indexes. The Archer TechnologiesArcher Queuing service must be running to rebuild the search indexes.

Task 1: Use the Archer Control Panel to license your Archer software

See "Registering the Instance" in the Archer Control Panel Help for complete instructions.

Task 2: Start the Archer services

You must start the all Archer services on your main Services Server and start the Archer Configuration service on every Web Server.

  1. In your environment, search for and open the Services application.

  2. Go to the Services (Local) section.

  3. In the name column, search for the Archer services.

  4. Right click on each Archer service and click Start.

Task 3: Restart the Archer Queuing Service

This step is required when registering your first instance. Go to the next step for subsequent registrations.

Begin at the Services window from Task 2 above.

  1. In the Services window, locate the Archer Queuing Service.
  2. Right-click Archer Queuing and click Restart.

Task 4: Use the Archer Control Panel to initialize the search indexes

See "Rebuilding Search Indexes" in the Archer Control Panel Help for complete instructions.

Install the Admin Dashboard package

When upgrading Archer, you must import and install the Admin Dashboard package to enable all features and iViews of the Admin Dashboard.

Note: In the Archer Control Panel, system administrators can edit the run frequency and data retention period. You can also manage the Admin Dashboard job status and remove the job from and re-add it to the Job Engine.

Task 1: Import and map the Admin Dashboard package

  1. On Archer Community, download the Admin Dashboard package file.

  2. From the menu, click Admin menu> Application Builder > Install Packages.

  3. In the Available Packages section, click Import.
  4. Click Add New, then locate and select the Admin Dashboard package file.
  5. Click OK.

    Archer displays the package file in the Available Packages section and the package is ready for installation.

    Note: Archer only imported the package file; you must map and install the package file to migrate the components to your instance of Archer.

  6. In the Actions column, click Map for that package.

Task 2: Install the Admin Dashboard package

  1. In the Actions column, click Install.
  2. In the Selected Components section, select the components of the package that you want to install.
    • To select all components, select the top-level checkbox.
    • To install only specific global reports in an already installed application, select the checkbox associated with each report that you want to install.

    Note: Items in the package that do not match an existing item in the target instance are selected by default.

  3. In the Selected Components section, click Lookup.

  4. (Optional) In the Translation Option field, select an option for each selected component.

    Note: The Translation Option field is enabled only when a language is selected.

  5.  In the Install Method and Install Option fields, select 1 of the following options for each selected component, and click OK.
    • Create New Only
    • Create New and Update
    • Override Layout(s)
    • Do not Override Layout(s)
  6. Click Install.
  7. Click OK.
  8. Review the Package Installation Log.