Installing Third Party Engagement

Complete the following tasks to install the Third Party Engagement use case.

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Task 1: Prepare for the installation

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

    • Archer Platform version 6.8.
    • Valid license for Third Party Engagement 6.8.
    • You have already installed the following use cases: Issues Management and Third Party Catalog.
    • User account on Archer Community to download the use case files.

  2. Download the use case file(s) from the Archer Customer/Partner Community on Archer Community.

  3. Obtain the Data Dictionary for the use case by contacting your Archer Account Representative (rsa.com/customersupport). The Data Dictionary contains the configuration information for the use case.
  4. Read and understand "Packaging Data" in the Archer Platform Help.
  5. Review the Product Advisory and the Archer Release Notes on Archer Community to understand what is new in this release, and to identify any known or fixed issues before installing and configuring the use case.

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 Third Party Engagement 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 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: Resolve dependencies between packages

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

  1. Installing the Issues Management packages.
  2. Installing the Third Party Catalog Package.
  3. Installing the Third Party Engagement package.

Task 6: Test the installation

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