Installing Financial Controls Monitoring

The Financial Controls Monitoring use case package includes applications that are specific to the use case. To fully install it, you must install the Financial Controls Monitoring package and then re-install the Enterprise Catalog package to resolve dependencies in prerequisite use cases.

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.

Enterprise Catalog Package

The Enterprise Catalog package contains additional applications that are not licensed with the prerequisite use cases for Financial Controls Monitoring.

You are only required to install the applications specified in these instructions. If you install any Enterprise Catalog applications that you do not have licensed, an error message appears. For a list of packaging installation log messages and remediation information, see Package Installation Log Message Examples.

Applications in the Enterprise Catalog package are updated as necessary. During the Enterprise Catalog package installation, select any of your licensed applications to upgrade to the latest version. If you do not want any of the updated applications, you are not required to upgrade.

Installation

Complete the following tasks to install the Financial Controls Monitoring use case and the Enterprise Catalog package.

Task 1: Prepare for the installation

  1. Ensure that your Archer system meets the following requirements:

    • Archer Platform version 6.10 or later.
    • Valid license for Financial Controls Monitoring 6.10.
    • You have already installed the following use cases: Issues Management and Controls Assurance Program Management.
    • User account on Archer Community to download the required files.
  2. Download the use case files from Archer Community.
  3. Download the Enterprise Catalog package from Archer Community.
  4. Obtain the Data Dictionary for the use case and the Data Dictionary for the Enterprise Catalog package by contacting your Archer Technologies Account Representative. A Data Dictionary contains configuration information.
  5. 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 packages

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. For more information, see Installing the Financial Controls Monitoring Packages.

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 use case. 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: Test the installation

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