Installing Offline Access

The installation process for Offline Access is separate from the Archer installation. Archer recommends that you install Offline Access on a client laptop or computer. Use the installation wizard to guide you through the installation process.

The following table lists the applications that Offline Access currently supports.

  • Audit Engagement

  • Audit Entity

  • Audit Plan

  • Audit Workpaper

  • IA Engagement and Assessment Results

  • Internal Audit Department Annual Review

  • Plan Entity

  • Question Library

On this page

Preparing for Offline Access installation

Review the required versions of the following components before installing offline access. See Archer Qualified and Supported Environments for the supported and qualified software and environments, browsers and tools. 

  • Microsoft Windows Operating System

  • Memory

  • Disk Space

  • Additional Software

  • Microsoft Sync Framework: must be installed on the Services Server. For more information, see "Installing and Upgrading Archer" in the Archer Platform Help.

By default, the local computer stores the offline access data at C:\Users\[username]\AppData\Roaming\Archer\Offline Access\. Isolating the offline access data ensures that each offline access user has their own environment for working offline. For example, when a user purges offline access data, only the offline access data of that user is purged.

Anti-virus and firewall applications may interfere with Offline Access run-time activities. You must add the Offline Access installation file as a trusted file/process/installer/updater for any anti-virus and firewall applications that may interfere with the installation.

Before running offline access, start the Distributed Transaction Coordinator service on the laptop using offline access.

Install Offline Access

The offline access version must always match the Archer version.

Important: You must have administrator rights to install offline access. If you are upgrading offline access, close the Offline Access utility before starting the installation.

  1. Contact your IT Administrator to obtain the Offline Access installation file.

    The IT Administrator downloads the Offline Access installation file from the Archer Technologies site and can provide it to you or auto-deploy the file through a software management system.

  2. Double-click the Offline Access installation file.
  3. On the Offline - InstallShield Wizard page, click Next.
  4. Read the license agreement. Select I accept the terms in the license agreement. Click Next.
  5. Do 1 of the following:
    • To accept the default installation folder, click Next.
    • To designate a different installation folder, click Change and specify the path to the folder where you want to install offline access.
  6. Click Install. This process takes several minutes to complete.
  7. Click Finish to complete the installation.
  8. Add the following Offline Access files as trusted processes for any anti-virus and firewall applications.
    9. The following table lists the files and their default locations.

    File or Process

    Default Location

    Archer.Offline.Tools.Controller.exe

    C:\Program Files\ Archer\Offline Access

    Archer.Services.Queuing.exe

    C:\Program Files\ Archer\Offline Access\services

    ArcherTech.JobFramework.Cache.exe

    C:\Program Files\ Archer\Offline Access\services

    ArcherTech.JobFramework.Host.exe

    C:\Program Files\ Archer\Offline Access\services

    ArcherTech.JobFramework.Job.exe

    C:\Program Files\ Archer\Offline Access\services

    iisexpress.exe

    C:\Program Files\IIS Express

    sqlservr.exe

    C:\Program Files\Microsoft SQL Server\110\LocalDB\Binn\sqlservr.exe

    SqlLocalDB.exe

    C:\Program Files\Microsoft SQL Server\110\Tools\Binn\SqlLocalDB.exe