To install the Archer Third Party Governance use case, you must install the Third Party Governance use case package and the Enterprise Catalog package. The Third Party Governance use case package includes applications that are specific to the use case. The Enterprise Catalog package contains the applications related to your business repositories. For the Third Party Governance use case, you must install the following applications from the Enterprise Catalog package:
- Applications
- Devices
- Storage Devices
- Technologies
Note: The Enterprise Catalog package contains additional applications that are not licensed with the Third Party Governance use case. You are only required to install the applications specified in this guide. 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.
Important: If you are upgrading from an earlier version of this use case, review the upgrading section prior to completing the installation tasks in this section. For more information, see Upgrading Third Party Governance.
Complete the following tasks to install the Third Party Governance use case and the Enterprise Catalog package.
On this page
Task 1: Prepare for the installation
- Ensure that your Archer system meets the following requirements:
- Archer Platform version 6.8 or later.
- Valid license for Third Party Governance 6.8.
- You have already installed the following use cases: Third Party Engagement and Third Party Risk Management.
- User account on Archer Community to download the use case files.
- Download the use case files from the Archer Customer/Partner Community on Archer Community.
- Download the Enterprise Catalog package from the Archer Customer/Partner Community on Archer Community.
- Obtain the Data Dictionary for the use case and the Data Dictionary for the Enterprise Catalog package by contacting your Archer Account Representative (rsa.com/customersupport). A Data Dictionary contains configuration information.
- Read and understand "Packaging Data" in the Archer Platform Help.
- 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 and the Enterprise Catalog package.
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.
- Open the Archer Control Panel.
- From the Instance Management list, click to expand the Instances list.
- Right-click the instance that you want to update, and click Update License Key.
- Update the applicable information: Serial Number, Contact Info, and Activation Method.
- 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 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: Set up data feeds
You must import and schedule each use case data feed that you want to use. For more information, see Setting Up Third Party Governance Data Feeds.
Task 6: Test the installation
Test Third Party Governance according to your company standards and procedures, to ensure that the use case works with your existing processes.