Installing the Web Application and Services Components

Run this installation on your Web Server to install the Archer Web Application and Configuration services.

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: Run the installer on all Web Servers and Services Servers

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 3: Install the Web Application and services

Begin at the Archer - Installation Options page.

  1. Verify that the following components are selected:
    • Web Application
    • Services
      Note: Disable unwanted services after installation.
    • Instance Database
    • Advanced Workflow Service
  2. Click Next.

Task 4: Specify the X.509 certificate

Important: You must use the same X.509 certificate during installations on all types of servers. For more information, see X.509 Certificates.

Begin at the Archer - Specify Certificate page.

  1. In Specify where to obtain the X.509 certificate, do one of the following:
    • Select Create a certificate to create a new certificate.
    • Select an existing certificate from a disk or a certificate store.
      • If selecting from a disk, do the following:
        1. Choose Select from disk.
        2. In Specify the file to import into the certificate store, click Ellipsis and select the certificate file.
        3. Click OK.
        4. In Type the password for the private key, enter the applicable certificate password.
      • If selecting from a certificate store, do the following:
        1. Choose Select from certificate store.
        2. In Select a certificate from the store, expand the category and select the certificate.
  2. Click Next.

Task 5: Set the configuration database options (if prompted)

Complete this task only if prompted during the installation process. If the installer detects the Archer Configuration service, the Archer - Configuration Database Options page does not display.

Begin at the Archer - Configuration Databases Options page.

  1. In SQL Server, enter the SQL Server that hosts the Configuration Database.
  2. If you are using a SQL Server account, enter the following, otherwise, go to step 4.
    • Login name
    • Password
  3. If you are using integrated security, do the following, otherwise, go to step 4.
    1. Select User integrated security.
    2. In Database, enter the Instance Database.
  4. In Database, enter the Configuration Database.
  5. Click Next.

Task 6: Configure Advanced Workflow HTTPS

Begin at the Archer - Specify HTTPS Binding Certificate page.

Note: Advanced workflow requires a dedicated certificate.

  1. Enter the port to securely communicate with the Advanced Workflow Service in the HTTPS Port.
  2. Do one of the following:

    Note: The port numbers for the Advanced Workflow REST URL and Advanced Workflow Communication Port cannot be the same when using HTTPS. For example, by default, the Advanced Workflow REST URL default port is 8443 and the Advanced Workflow Communication default port is 8000.

    • (Recommended) Use HTTPS.
      • Specify where to obtain the X.509. Do the following:
        • If using current certificate, select Use current certificate.

          Note: This option is unavailable, if this is the first installation for your configuration.

        • If selecting from a certificate store, do the following:
          1. Select from certificate store.
          2. In Select a certificate from the store, expand the category and select the certificate.
      • Specify the HTTPS Port.

        Note: If the system detects the specified port number is in use, you must confirm you wish to replace the certificate bound to the specified port.

    • (Not recommended) Use HTTP only.
  3. Click Next.

Task 7: Set the REST URL and Communication Port for the Advanced Workflow service

Begin at the Archer Advanced Workflow Settings page.

  1. If using HTTP, click Next.

  2. During HTTP, Archer uses default ports and URLs.
  3. If using HTTPS, do the following:
    1. Change the Advanced Workflow REST URL to the same value specified when configuring Advanced Workflow HTTPS. For example, https://hostName:8000/ where hostName is the fully qualified domain name of the host where the Advanced Workflow Service is installed. If there are multiple Advanced Workflow Service hosts, hostName is the FQDN name for the load balancer and the port number refers to the port for which you have configured the load balancer.

    2. Change the Advanced Workflow Communication Port to a different port than you specified when configuring Advanced Workflow HTTPS. (The default value is 8000).

      Note: If this is a new install, the system populates this field with information from the certificate and HTTPS port used to configure Advanced Workflow HTTPS.

    3. Click Next.

Task 8: Select the language for Archer and content (if prompted)

If you did not check the Instance Database box in Task 6, this task is skipped automatically.

Begin at the Archer Language page.

  1. In Select the language for Archer, select the language that you want to use for Archer. By default, the language is US English. The supported languages are:
    • English (US)
    • Chinese (Simplified)
    • French
    • German
    • Italian
    • Japanese
    • Korean
    • Portuguese (Brazil)
    • Spanish (Latin American).
  2. Click Next.

Task 9: Set the instance database

Begin at the Archer - Instance Database Options page.

  1. In SQL Server, enter the server name.

    If the SQL Server is configured for a custom port, enter [servername],[portID].

  2. If you are using a SQL Server account, enter the following, otherwise go to step 4.
    • Login name
    • Password
  3. If you are using integrated security, do the following, otherwise go to step 4.
    1. Select User integrated security.
    2. In Database, enter the instance database.
  4. Click Next.

Task 10: Set the default time zone for the configuration database (if prompted)

This time zone for the configuration database applies to all instances unless you override it for a specific instance in the Archer Control Panel.

Note: If the installer detects a timezone, the web application options page opens and you can move on to task 11.

Begin at the Archer - Time Zone page.

  1. In Time Zone, select the default time zone for Archer.
  2. Click Next.

Task 11: Configure the Web Application options

Begin at the Archer - Web Application Options page.

  1. In Website, select the destination site for the Archer Web Application.
  2. Under the Destination directory, verify that the destination directory is set to the Web Application installation:
    • Install in the website's default application.
    • Install in an IIS application.
  3. Click Next.
  4. Click Yes to confirm the destination directory.

Task 12: Enable HTTPS automatically for communication between the Web Servers and web traffic

If prompted, begin at the Archer - Specify HTTPS Binding Certificate page.

  1. Do 1 of the following:
    • Use an Existing Binding.
    • Create a New Binding.
      • Specify where to obtain the X.509.
        • If selecting from a disk, do the following:
          1. Select from disk.
          2. In Specify the file to import into the certificate store, click Ellipsis and select the file.
          3. Click Open.
          4. In Type the password for the private key, enter the applicable certificate password.
        • If selecting from a certificate store, do the following:
          1. Select from certificate store.
          2. In Select a certificate from the store, expand the category and select the certificate.
  2. Click Next.

Important: It is recommended to remove any existing HTTP binding from IIS to ensure secure configuration.

Task 13: Configure the service credentials

Begin at the Archer - Services Credentials page.

  1. Select
    • Use the Local System account to run all services.
    • Use the specified account to run all services and provide Account Credentials.
  2. Click Next.

Note: To allow correct Archer Services installation, ensure that Log on as a Service is enabled for the Windows Services Account / Archer Services Account.

Task 14: Set the services and application file paths

Begin at the Archer - Services and Application Files page.

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. In Services, enter the path where the services are installed.
  2. In Application Files, enter the path where the application files are installed.

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

  3. In Program Group, create Archer program group for the current user only.
  4. Click Next.
  5. Click Yes to confirm the newly created directories and program group.

Task 15: Set the path for the installer log file

Begin at the Archer - Log Location page.

  1. In Log Path, enter the folder in which you want to store the log files. All servers in the Archer environment use this path for logging events. When setting this path, use the same path for all web and services servers.
  2. Click Next.

Task 16: 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 17: Set the instance database options

In the Archer Control Panel, begin at the Archer - Instance Database Options page.

  1. In SQL Server, enter the server name. If the SQL Server is configured for a custom port, enter [servername],[portID].
  2. Do 1 of the following for connecting to the instance database:
    The following table describes the options.

    Database Management System

    Do the following

    SQL Server

    Enter Authorization credentials

    Integrated Security

    In Database, select Use integrated security

  3. Click Next.

Task 18: Stop all Archer services except the Archer Configuration and Archer Workflow services

Ensure all Archer services are stopped, but the 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 Configuration or Archer Workflow services.

    2. Select Stop.