Upgrading PCI Content

Archer uses the most recent content published by the Payment Card Industry Data Security Standard (PCIDSS). If you upgrade from Archer PCI Management use case 6.8 or earlier to Archer PCI Management use case 6.13, complete this procedure to import the new PCIDSS 4.0 content into the applications within the Archer PCI Management use case.

Important: The import process overwrites your existing data. Create a backup of your existing content before you import the new content files. If you have Auditing features enabled, use the History Log fields to optionally track the changes made during the import process.

On this page

Task 1: Change Key Fields for Specific Applications

  1. From the menu, click Admin menu > Application Builder > Applications.
  2. Select the Control Standards application, and do the following:
    1. Go to Designer tab > Layout tab > Objects panel.
    2. Select the Standard ID field.
    3. In the Properties Panel, in the Options section, select Make this the key field.
    4. Click Save to save your changes.
    5. Exit to return to the Manage Applications page.
  3. On the Manage Applications page, select the Authoritative Sources application.
  4. Go to Designer tab > Layout tab > Objects panel.
    1. Select the Topic ID field.
    2. In the Properties Panel, in the Options section, select Make this the key field.
    3. Click Save to save your changes.
    4. Repeat steps b-d for the Section ID field and the Sub Section ID field.

Task 2: Import CSV files

Complete this task for each of the following CSV files in the order listed.

The following table describes the import order of the CSV files.
Order of Import CSV file Application

1

01_ControlStandards.csv

Control Standards

2

02_PrimaryControls.csv

 Primary Controls

3

03a_QuestionLib_Master Question.csv

 Question Library

4

03b_QuestionLib_Answers.csv

 Question Library - Answers (sub form)

5

03c_QuestionLib_QuestionnaireQuestions.csv

 Question Library
6

03c_QuestionLib_QuestionnaireQuestions_Formatted(Optional).csv

Question Library

Note: Optional, Question Library questions are formatted in tabular format).

7

04a_AuthSources_SourceLevel.csv

 Authoritative Sources: Source level

8

04b_AuthSources_TopicLevel.csv

 Authoritative Sources: Topic level

9

04c_AuthSources_SectionLevel.csv

 Authoritative Sources: Section level

10

04d_AuthSources_SubsectionLevel.csv

Authoritative Sources: Sub Section level
  1. From the menu, click Admin menu > Integration > Data Imports.
  2. Select the respective application.
  3. In the General Information section, in the Import File field, click Browse.
  4. In the File Upload window, click Add New.
  5. Locate and select the CSV file that you want to import, and click OK.

  6. In the Format Options section, select the appropriate format option for the following fields:

    The following table describes the options.
    Field Format Option
    Field Delimiter Comma
    Values Delimiter Semi-colon
    Escape Sequence

    Backslash
    Header Row File Contains Header Row
    HTML Formatting

    File Contains HTML Formatting.

    Note: This field option is not applicable to the 03b_Questions_Answers.csv file.

    Field Value Quotes

    Double Quotes

    Notifications

    Select the format for your organization

    Cross-Reference Behavior

    Append to Existing Cross-Reference Data

  7. In the Advanced Options section, select the appropriate format option for the following fields:

    The following table describes the options.
    Field Format Option

    Field Value Quotes

    Double Quotes

    Notifications

    Select the appropriate option for your organization

    Cross-Reference Behavior

    Append to Existing Cross-Reference Data
  8. Click Next.
  9. In the General Information section, in the Import Type drop-down field, select Update Existing Records.
  10. In the Application Field(s) field, select the key field for the application or level.
    The following table describes the field to select for the respective application or application level that you are working in.
    Application or Application LevelKey Field
    Control StandardsStandard ID
    Primary ControlsPrimary Control ID
    Question LibraryQuestion Name
    Question Library Answer sub-form (if applicable)Question Name
    Authoritative Sources: Source LevelSource Name
    Authoritative Sources: Topic LevelTopic ID
    Authoritative Sources: Section LevelSection ID
    Authoritative Sources: Sub Section LevelSub Section ID
  11.  Click Next.
  12. Review the Data Import Wizard summary page and click Import.
  13. When the import is complete, click OK.
  14. Repeat steps 2 through 13 for each CSV file to import.

Task 3: Revert Key Fields for Specific Applications

After you import all CSV files, you must go back and choose the original key fields in the applications you updated.

  1. From the menu, click Admin menu > Application Builder > Applications.
  2. Select the Control Standards application, and do the following:
    1. Go to Designer tab > Layout tab > Objects panel.
    2. Select the Standard Name field.
    3. In the Properties Panel, in the Options section, select Make this the key field.
    4. Click Save to save your changes.
    5. Exit to return to the Manage Applications page.
  3. On the Manage Applications page, select the Authoritative Sources application.
  4. Go to Designer tab > Layout tab > Objects panel.
    1. Select the Topic Name field.
    2. In the Properties Panel, in the Options section, select Make this the key field.
    3. Click Save to save your changes.
    4. Repeat steps b-d for the Section Name field and the Sub Section Name field.