Archer Suite: Data Feed Monitor Guide

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Archer® Exchange

Archer® Suite
6.7

Data Feed Monitor Guide


1.3.1
Archer Data Feed Monitor Guide

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©
2021 RSA Security LLC or its affiliates. All Rights Reserved.

March 2021

Revised: March 2021

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Archer Data Feed Monitor Guide

Table of Contents
Release Notes ............................................................................................................................................... 4
Chapter 1: Overview of Archer Data Feed Monitor ...................................................................................... 5
About Archer Data Feed Monitor ............................................................................................................. 5
Key Features and Benefits ........................................................................................................................ 5
Data Feed Monitor Tool Prerequisites ...................................................................................................... 6
Chapter 2: Archer Data Feed Monitor Components ..................................................................................... 6
Architecture Diagram ................................................................................................................................ 6
Chapter 3: Installing and Configuring Archer Data Feed Monitor ................................................................ 7
Installation Overview ................................................................................................................................ 7
Installation and Configuration .................................................................................................................. 7
Test the Connection ............................................................................................................................ 15
Chapter 4: Troubleshooting ........................................................................................................................ 15
Configuration File (DataFeedMonitor.exe.config) .................................................................................. 15
Appendix A: Certification Environment ...................................................................................................... 16

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Archer Data Feed Monitor Guide

Release Notes
Document Version Published Date Notes
1.0 August 2018 Initial release
1.1 May 2019 The new version of RSA Archer Data Feed Monitor uses the
NLog framework to enable logging. There is no change in
the business logic of how the Data Feed Monitor works,
only a change in the logging functionality. The previous
version of this tool did not use a logging framework and
was writing data to one log file. Over time, this file will
become quite large and difficult to work with. NLog
provides a configurable option for logging such as setting
the maximum log file size and options to configure a Rolling
File Appender to create new log files at certain time
intervals.
1.2 October 2019 Added details for the RSA Archer Record Statistical Monitor
1.3 September 2020 The latest version of RSA Archer Data Feed Monitor has the
following updates:
1. Exceptions that occur while checking the criteria or
executing a feed for a given monitor result in the
rest of the monitors being skipped for that
execution. This bug has been fixed.
2. App Settings in Config file are encrypted when the
utility is run for the first time. Encrypt and decrypt
batch files are no longer required.
1.3.1 March 2021 Updated documentation with the added support for the
use of Stored Procedures in the SQL Monitor.

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Archer Data Feed Monitor Guide

Chapter 1: Overview of Archer Data Feed Monitor


About Archer Data Feed Monitor
In many Archer implementations, business users are looking for the ability to react to specific events in
near real-time. For example, a file containing vulnerability scan results is placed on a network share, and
the business wants to ingest the file as soon as it appears. The creation of the file can be unscheduled,
and therefore unexpected. Data feeds that perform the ingestion are configured to run every five
minutes (or less) in an effort to approximate real-time processing.

This use of minutely data feeds produces several undesirable results. Most notably, the rapid growth of
affected system tables: tblAsyncInstrumentation, tblDataFeedHistory, and tblDataFeedMessage. In
some cases, this can result in those tables landing in the top 10 by row count and size on disk.

Spinning up and shutting down a data feed requires system resources. The Job Engine must poll for
runnable jobs, pop the data feed job from the queue, push the next occurrence to the queue, spin up a
thread to process the job, unpack the named argument XML, constitute the data feed, check the source,
determine that there is no work to do, log messages to tblDataFeedHistory and tblDataFeedMessage,
and write the completed job information to tblAsyncInstrumentation. In one client instance, a data feed
that was scheduled to run every five minutes was executed more than 17,000 times during a 60-day
period. During that time there was not a single source row to process. This occupied more than three
days of processing time on the services server and generated thousands of rows of data in the instance
database to track the processing of the feeds. A better solution is needed.

The Data Feed Monitor is intended to be run through the Windows Task Scheduler at a high frequency
(every five minutes or less). When it runs, it checks a pre-configured list of monitors to see if any of
them found work to do. Any monitor that finds pending work will call its associated data feed. This
results in near real-time data feed execution, but without the expense of spinning up a data feed when
there is no work to do. It also avoids the large database footprint associated with frequent data feed
execution.

Revisiting our customer example, the Data Feed Monitor was deployed to watch for pending work. Over
a subsequent 60-day period, the data feed was executed twice, resulting in a major savings of server
resources and database storage.

The Archer Data Feed Monitor is a Tool & Utility that enables an Archer Administrator to call a data feed
only when there is work to do (i.e., records that must be processed), reducing the resource load on the
Archer Platform instance.

Archer Data Feed Monitor is available to both on-premise and hosted customers.

Key Features and Benefits


Key ben efit s

Archer Data Feed Monitor enables you to:

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Archer Data Feed Monitor Guide

• Implement a monitor that can call the data feed only when there is work to do.
• Reduce the instance processing requirements.
• Reduce the amount of data stored in the database data feed history/log tables.
• Improve instance performance.

Data Feed Monitor Tool Prerequisites


Components Recommended Software
Operating System Windows Server 2012 R2
Web Server Microsoft Internet Information Services
(Included in Windows Server 2012 R2 or 2016)
Framework Microsoft .Net framework 4.6 and above
Deployment On-premise implementations can deploy the tool on the server that is hosting
Requirements the Archer Platform.

Hosted implementations must deploy this tool and utility on a different


server with the above recommended software.
Network The Data Feed Monitor should have network access to the Archer.
Requirements

Chapter 2: Archer Data Feed Monitor Components


Architecture Diagram
The following diagram provides a high-level overview of the data flow process for the Archer Data Feed
Monitor Tool & Utility.

1) Windows Task Scheduler is


configured to call Data Feed
Data Feed Monitor Monitor at regular intervals Archer Job Engine

C#.NET console app called by


Windows Task Scheduler

Data Feed
Archer to Archer
Filesystem Monitor
Monitor

2) Internal
monitors check 4) REST API queues that data
various record 3) If there is work to do, Data feed for execution. This can
sources to see if Feed Monitor calls a REST include convoys.
there is any work API resource that triggers the
to do. execution of the correct data
feed

This could be an Archer


report, an FTP server, a SQL
Database, a location on the Both SOAP and REST
filesystem, or any other valid
data feed source

Data Feed Data Source Archer APIs

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Archer Data Feed Monitor Guide

Chapter 3: Installing and Configuring Archer Data


Feed Monitor
Installation Overview
This section provides instructions for configuring the Archer Data Feed Monitor Tool & Utility within the
Archer Platform.

It is assumed that the reader has both working knowledge of all products involved, and the ability to
perform the tasks outlined in this section. Administrators must have access to the documentation for all
products in order to install the required components.

Important: The integration described in this guide is being provided as a reference implementation for
evaluation and testing purposes. It may or may not meet the needs and use cases for your organization.
If additional customizations or enhancements are needed, it is recommended that customers contact
RSA Professional Services for assistance.

Installation and Configuration


The Data Feed Monitor is an ASP.NET console application. The solution includes two XML configuration
files. These allow for the specification of authentication credentials, along with other necessary details.

Logging
The solution makes use of a well-known logging framework called NLog. NLog allows for the creation of
one or more log <target> entries, and one or more associated <logger> entries. The targets define
potential “listeners” for log information, and the loggers define the rules associated with each of them,
including log level. Although a sample config file is provided with the solution, a full discussion of the
configuration file and its use is outside the scope of this document. For more details, please see the
NLog documentation.

.NET Configuration
An ASP.NET console application uses an XML configuration file in the form of the
DataFeedMonitor.exe.config. This file contains the following configuration details:

<appSettings>
<add key="archerBaseUrl" value="https://[YourArcherHostURL]"/>
<add key="cacheFilePath" value="[cacheFilePath]"/>
<add key="cacheFileEncryptionPassphrase" value="[EncryptionPassphrase]"/>
<add key="useSslValidation" value="[true/false]"/>
<add key="securityProtocolVersion" value="[Ssl3/Tls/Tls11/Tls12]" />
<add key="archerInstance" value="[InstanceName]"/>
<add key="archerUser" value="[UserName]"/>
<add key="archerPwd" value="[Password]"/>
<add key="httpTimeoutMilliseconds" value="[httpTimeoutMilliseconds]" />
</appSettings>

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The XML configuration code below offers a configuration example.

<appSettings>
<add key="archerBaseUrl" value="https://localhost/rsaarcher"/>
<add key="cacheFilePath" value="c:\temp\"/>
<add key="cacheFileEncryptionPassphrase" value="d0n7TryTh1s@h0m3!"/>
<add key="securityProtocolVersion" value="Tls" />
<add key="useSslValidation" value="false"/>
<add key="archerInstance" value="Archer"/>
<add key="archerUser" value="adminuser"/>
<add key="archerPwd" value="Password@123"/>
<add key="httpTimeoutMilliseconds" value="30000" />
</appSettings>

The following table describes each setting in DataFeedMonitor.exe.config file.

Setting Description

archerBaseUrl The root URL for the Archer instance from which information is
pulled.
cacheFilePath Path to the location where the cache file will be written. This flat
file is used to cache Archer ID values. When the solution is
started, values are looked up from the configured Archer instance
and stored in the cache file. This enables correctly referenced
fields, modules, and other resources to use IDs appropriate to the
Archer instance.
cacheFileEncryptionPassphrase If provided, the cache file is encrypted using this setting as the
passphrase, providing security for data at rest.
securityProtocolVersion This value dictates which security protocol should be used.
Options include: SSL3, TLS 1.0, TLS 1.1, and TLS 1.2.
useSslValidation When set to true, custom validation is used for the SSL certificate.
This is necessary when using a self-signed certificate to avoid
validation dialogs.
archerInstance The name of the Archer instance from which information is
pulled.
archerUser The name of the account used to pull information from Archer.

archerPwd The password for the account used to pull information from
Archer.
httpTimeoutMilliseconds The httpTimeoutMilliseconds provides a configuration setting
that enables the user to override the default HTTP timeout of
30,000 milliseconds (30 seconds). This value is in milliseconds and
should be set to the number of seconds you want HTTP time out
to take * 1000.

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Archer Data Feed Monitor Guide

The configuration file also allows you to define monitors, along with other necessary details.

The following is a description of each of these settings.


<section name="monitorSection"… – this entry associates a custom configuration section with
the assembly that will be used to process that section. This entry should not be modified.
<monitorSection><monitors>… – this section contains configuration information for each
individually configured monitor.
<monitor… – each monitor node defines the configuration for a single data feed monitor. The
configuration file can contain as many monitors are needed.

General Required Monitor Attributes


monitorType – must be one of five supported values corresponding to the type of transporter
being used by the feed to be monitored.

archerRecordMonitor Archer Web Services Transporter (standard


report)
archerRecordStatisticalMonitor Archer Web Services Transporter (statistical
report)
fileSystemMonitor File Transporter
sqlDatabaseMonitor Database Query Transporter
ftpMonitor FTP Transporter

name – the name of the monitor is used only to allow the administrator to determine what has
been configured. It is recommended that monitors be named for the feeds they will run.

associatedFeedGuid – the GUID associated with the feed that should be run when the
monitor finds pending work.

isFeedConvoy – a Boolean (true/false) value indicating whether or not this feed has others
that reference it. When this value is set to “true”, the next feed will be automatically executed
upon completion of the reference feed.

Monitor-Specific Required Attributes


There are several monitor attributes that may be required by the type of monitor being configured. If
these attributes are not specified in the configuration for the monitor in question, an exception will be
logged, and the application will exit.

Archer Record Monitor/Archer Record Statistical archerBaseUrl, cacheFilePath,


Monitor cacheFileEncryptionPassphrase, useSslValidation,
archerInstance, archerUser, and archerPassword
are all discussed in detail in the AppSettings
section. They are included as attributes in the
Archer Record Monitor or Archer Record Monitor
Statistical config to enable the use case where an
Archer to Archer data feed is pulling data from
one Archer instance and pushing it to another.

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Archer Data Feed Monitor Guide

The attributes configured for the monitor will be


used to pull the source information. The
attributes configured in AppSettings will be used
to execute the data feed. If you are not moving
data between instances, the config for the
monitor and the config in AppSettings will have
the same values.
reportGuid – the GUID associated with the
Archer report that supplies the source data for
the configured feed. This report will be executed
using the SOAP API. If the report is a statistics
report, the Archer Record Statistical Monitor
must be used.
Filesystem Monitor directoryToWatch – the path to the directory
that will be monitored.
filePatternToMatch – a file specifier that
identifies which files to watch for in the
configured watch directory. For example, “*.csv”.
SQL Database Monitor connectionString – a valid connection string for a
Microsoft SQL Server database. This is using the
.NET SqlClient class under the covers and does
not currently support Oracle connections.
command – an XML structure specifying the
details of the command to be executed.
command/isProc – a boolean [true/false] value
indicating whether the configured command text
is a stored procedure to be executed.
command/isScalar – a boolean [true/false] value
indicating whether the configured stored
procedure returns a scalar value. Set this value to
false for stored procedures that return row
results.
command/commandText – the actual text of the
command to be executed. For SQL queries, this
will be the text of the query. For stored
procedures, this will be the name of the
procedure.
command/params – a collection of Param objects
specify any parameters that need to be passed to
the configured stored procedure
command/Param – an individual parameter to be
passed to the configured stored procedure.
command/Param/name – the name of the
parameter
command/param/type – the SQL DB Type
associated with the parameter. Valid values are:
BigInt, Binary, Bit, Char, DateTime,
Decimal, Float, Image, Int, Money, NChar,

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Archer Data Feed Monitor Guide

NText, NVarChar, Real, UniqueIdentifier,


SmallDateTime, SmallInt, SmallMoney, Text,
Timestamp, TinyInt, VarBinary, VarChar,
Variant, Xml, Udt, Structured, Date, Time,
DateTime2, DateTimeOffset
command/param/value – the value of the
parameter
FTP Monitor ftpServerUrl – the URL to the FTP server to be
monitored. The current version of the FTP
monitor does not support secure FTP or
monitoring in folders other than the root. This is
provided as a reference implementation.
isAnonymous – a Boolean (true/false) value
indicating whether the connection should be
made using anonymous credentials. When false,
username and password should be supplied.
User – a valid FTP user id
Password – the password associated with the
configured FTP user id
filePatternToMatch – a regular expression
identifying the files to watched for in the
configured FTP server. Since FTP does not
support file filtering in the same way that the
filesystem does, a directory listing is requested
and each row of the result is checked for a match
against the regular expression. The first row that
matches will cause the feed to be executed. For
example, “^.*\.(csv)$” would be equivalent to
“*.csv “.

Configuration of Data Feed Monitor Tool and Utility


Configure the Archer Data Feed Monitor tool and utility.

Procedure:

1. Extract the zip file DataFeedMonitor.zip to a location/folder.


2. Edit the appSettings section of the XML configuration file “DataFeedMonitor.exe.config”. If a
named config file is being used, edit that file instead.
a. Navigate to the web application folder DataFeedMonitor, and locate the
DataFeedMonitor.exe.config file.
b. Open DataFeedMonitor.exe.config file and provide the following information:
<appSettings>
<add key="archerBaseUrl" value="https://[YourArcherHostURL]"/>
<add key="cacheFilePath" value="[cacheFilePath]"/>
<add key="cacheFileEncryptionPassphrase"
value="[EncryptionPassphrase]"/>
<add key="useSslValidation" value="[true/false]"/>
<add key="securityProtocolVersion" value="[Ssl3/Tls/Tls11/Tls12]" />

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Archer Data Feed Monitor Guide

<add key="archerInstance" value="[InstanceName]"/>


<add key="archerUser" value="[UserName]"/>
<add key="archerPwd" value="[Password]"/>
<add key="httpTimeoutMilliseconds" value="[httpTimeoutMilliseconds]" />
</appSettings>

The following table describes each setting.

Setting Description and Example


[YourArcherHostURL] Archer host URL
Example: company.com or 10.20.30.40:99
[cacheFilePath] Cache file path
Example: c:\temp\
[EncryptionPassphrase] Encryption pass phrase
Example: d0n7TryTh1s@h0m3!
[true/false] True or false to validate SSL
Example: false
[Ssl3/Tls/Tls11/Tls12] The version of security protocol to be used in
communicating with the Archer web server.
Example: Tls12
[InstanceName] Instance name of your Archer environment
Example: ArcherProd
Note: Instance name is case sensitive.
[UserName] Username of the account
Example: adminuser
[Password] Password of the user account
Example: Password@123
[httpTimeoutMilliseconds] httpTimeoutMilliseconds
Example: 30000

3. Edit the monitorSection section of the XML configuration file.

<monitorSection>
<monitors>
<monitor
monitorType="ArcherRecordMonitor"
name="[Name of the datafeed. Value should be Unique]"
associatedFeedGuid="[Data Feed Guid]"
isFeedConvoy="[true/false]"
archerBaseUrl="http://[YourArcherHostURL]"
cacheFilePath="[cacheFilePath]"
cacheFileEncryptionPassphrase="[EncryptionPassphrase]"
useSslValidation="[true/false]"
archerInstance="[InstanceName]"
archerUser="[UserName]"

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Archer Data Feed Monitor Guide

archerPassword="[Password]"
reportGuid="[Archer Report Guid]"/>
<monitor
monitorType="ArcherRecordStatisticalMonitor"
name="[Name of the datafeed. Value should be Unique]"
associatedFeedGuid="[Data Feed Guid]"
isFeedConvoy="[true/false]"
archerBaseUrl="http://[YourArcherHostURL]"
cacheFilePath="[cacheFilePath]"
cacheFileEncryptionPassphrase="[EncryptionPassphrase]"
useSslValidation="[true/false]"
archerInstance="[InstanceName]"
archerUser="[UserName]"
archerPassword="[Password]"
reportGuid="[Archer Statistical Report Guid]"/>

<monitor
monitorType="FileSystemMonitor"
name="[Name of the datafeed. Value should be Unique]"
associatedFeedGuid="[Data Feed Guid]"
isFeedConvoy="[true/false]"
filePatternToMatch="[File Type to watch]"
directoryToWatch="[Directory Path to be monitored]" />
<monitor
monitorType="SqlDatabaseMonitor"
name="[Name of the datafeed. Value should be Unique]"
associatedFeedGuid="[Data Feed Guid]"
isFeedConvoy="[true/false]"
connectionString="[a connection string to the SQL DB Source]">
<command
isProc="[true/false]"
isScalar="[true/false]"
commandText="[The SQL Query or stored procedure name to be executed]">
<params>
<param name="[the name of the SQL Parameter]" type="[The SQL DB Type
of the SQL Parameter]" value="[the value of the SQL Parameter]"/>
</params>
</command>
</monitor>
<monitor
monitorType="FtpMonitor"
name="[Name of the datafeed. Value should be Unique]"
associatedFeedGuid="[Data Feed Guid]"
isFeedConvoy="[true/false]"
filePatternToMatch="[Regex identifying the files to be watched]"
ftpServerUrl="[FTP Url]"
isAnonymous="[Data Feed Guid]"
user="[FTP UserName]"
password="[FTP Password]" />
</monitors>
</monitorSection>

Option: Users can also use a separate config file for the <monitorSection>. To use a separate file
for monitor section:
• Edit and replace the <monitorSection> in the xml configuration file with

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Archer Data Feed Monitor Guide

<monitorSection configSource="[FolderName\monitor.config]" />.


“FolderName” is the folder where the monitor config files are placed and
“monitor.config” is the file containing the feed details.
Ex: <monitorSection configSource="ConfigFiles\Test1.config">
• The monitor file should have the following format:
<?xml version="1.0"?>
<monitorSection>
<monitors>
[Described above]
</monitors>
</monitorSection>

4. Save and Close the DataFeedMonitor.exe.config file.


Note: Changing the Archer URL in the Config file requires the deletion of the previously used
cache file.

5. Open NLog.config. Locate file target and provide the following information.

filename= "[logFilePath]"
Example: fileName="c:\temp\DataFeedMonitor_Nlog.log"
Name of the file to write to. Provide name of the file to write to with the full path.

archiveFileName="[archivelogFilePath]"
Example: archiveFileName="c:\temp\logArchive\DataFeedMonitor_Nlog.{#}.log"
Name of the file to be used for an archive. It contains a special placeholder {#} that will be
replaced with a sequence of numbers depending on the archiving strategy. The number of
hash characters used determines the number of numerical digits to be used for numbering
files.

6. Open Windows Task Scheduler and create a task to run DataFeedMonitor.exe according to the
desired schedule. If you are only scheduling a single task to run the application, you can use the
default configuration file. If you need to schedule multiple tasks to run data feeds on different
schedules, store a separate configuration file for each task and pass the name and path of that
configuration file to the application on the command line in the task. Whether using the default
or a separate named configuration file, create unique Archer user accounts for each task
instance so that no other process can authenticate with the same credentials and invalidate
the session being used by your task.

To create a Windows Scheduler Task for the application:


a. Open Windows Task Scheduler
b. On the right side of the window under Action, click on Create Task.
c. In the dialog, enter the following:

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Archer Data Feed Monitor Guide

Section Description
General Provide the DataFeed Name
Triggers Create a new trigger by providing the Frequency to run the tool

Actions Select the DataFeedMonitor.exe from extracted application


folder Archer Data Feed Monitor. Also select a config file in
“Add arguments” if you need to set up multiple schedules and
are using named configuration files.

d. Once all the properties for windows task schedule is complete, click on ok to start
the schedule.

Note: If Data Feed Monitor is configured to run in Windows Task Scheduler, all associated data
feeds referenced in the config file should have start dates several years in the future in Archer to
prevent unexpected executions.

Test the Connection


If the process is successful, it displays the message in the DataFeedMonitor.log as seen in the following
example:

Security Considerations
• Use HTTPS/TLS for secured connection between the DFM Application and Archer.
• Run the DFM application with the least privileged account (Logon Service permission).
• Run the DFM Utility immediately after configuring to encrypt the monitor and app settings in
the config file.

Risk Considerations
The DataFeed Monitor must be executed immediately after configuring. Failure to do so will result in a
risk exposure, leaving parameters entered in monitorSection and appSettings (includes Archer
credentials) in the config file in plain text.

Chapter 4: Troubleshooting
Configuration File (DataFeedMonitor.exe.config)
• Ensure the values in the configuration file match your Archer environment.
• Do not include default.aspx in the Archer URL.
• Note that the Archer instance name is case sensitive.

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Archer Data Feed Monitor Guide

• If you are changing the Archer URL in the config file, ensure that you have deleted the previously
used cache file.
• Ensure that dedicated, active Archer user account credentials are used in the configuration file.

Others:

• When configuring a file transport monitor, if the directory being monitored is not in the same
location where the Data Feed Monitor is running, ensure that you have specified the full path in
the “directoryToWatch” parameter. This will be the case when the directory to watch is on a
network share, or when the it is not in the same location where the Data Feed Monitor is
running. If the folder has security, you can schedule the task in Windows Task Scheduler to run
under a privileged account. Or you can just have it run the task under a service account and then
grant that account access to the share.
• If you are running an Archer Record Monitor and the utility is reporting that the criteria are not
met, even when you think they should be, ensure that the report that the monitor is watching is
a standard report, not a statistics report. If the report is a statistics report, you must configure
an Archer Record Statistical Monitor instead. This is because the two reports return different
XML schemas, so a specialized monitor is required to correctly parse the XML and count results.

Appendix A: Certification Environment


Date Tested: September 2020

Product Name Version Information Operating System


Archer 6.7 Windows Server 2012 R2

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