Installing IT Regulatory Management

Complete the following tasks to install the IT Regulatory Management use case.

Korean language support

Archer 6.14 Patch 1 and later supports the Korean language. To add the Korean language to a use case, see Updating Use Cases for the Korean Language.

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Task 1: Prepare for the Installation

  1. Ensure that your Archer system meets the following requirements:
    • Archer Platform version 6.1.
    • Valid license for IT Regulatory Management 6.1.
    • You have already installed the following use cases: Issues Management and Policy Program Management.
    • User account on the Archer Community to download the use case files.
  2. Download the use case install package from Archer Community.
  3. Obtain the Data Dictionary for the use case by contacting your Archer Technologies Account Representative. The Data Dictionary contains the configuration information for the use case.
  4. Read and understand "Packaging Data" in the Archer Platform Help.

Task 2: Update the License Key

You must update the license key if you are installing a new application, questionnaire, workspace, or dashboard.

The administrator (a web or database administrator) on the server on which the Archer Control Panel resides must update the license key in the Archer Control Panel before the application package is imported in order for the new items to be available for use.

  1. Open the Archer Control Panel.
  2. From the Instance Management list, click to expand the Instances list.
  3. Right-click the instance that you want to update, and click Update License Key.
  4. Update the applicable information: Serial Number, Contact Info, and Activation Method.
  5. Click Activate.

Task 3: Install the Package

Installing a package requires that you import the package file, map the objects in the package to objects in the target instance, and then install the package. See Installing the Package.

Task 4: Perform Post-installation Cleanup

The package installation does not update some attributes of objects, or delete obsolete objects that are not included in the current solution. Compare the objects in your database with the information in the Data Dictionary to determine which objects are obsolete or have been updated. For more information, see Performing Use Case Cleanup Post-Installation.

Task 5: Resolve Dependencies between Packages

After completing the initial installation, you must re-install the use case package and any applicable prerequisite use case packages to resolve any dependencies.

  1. Install the Issues Management package file.
  2. Install the Policy Program Management package file.
  3. Install the IT Regulatory Management package file.

Task 6: Test the Installation

Test the use case according to your company standards and procedures, to ensure that the use case works with your existing processes.