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To Register:

This training provides an overview of the concepts, processes, and procedures necessary to successfully design and administer Archer version 6.12 and later.

This training is intended to give new Archer administrators a foundation of knowledge that will equip them to build applications, set up access control, and create dashboards and reports for their users.  After taking this training, students will be able to begin planning, configuring, and managing an Archer environment.

Archer administrators who are responsible for building and managing Archer.

Delivery Options
Instructor-Led (all classes are virtual at this time), or On-Demand/Self-Paced

4 days (if Instructor-Led)

Prerequisite Knowledge/Skills
General familiarity with computers and computer skills. GRC and business process knowledge will be helpful when attending this training class. By registering for this class you accept the prerequisites associated with this course.

Learning Objectives
Upon successful completion of this course, participants should be able to:

  • Navigate within the Archer system
  • Define and follow business requirements
  • Create an application
  • Create a simple workflow using data-driven events and calculated fields
  • Set up email notifications
  • Manage user access
  • Search and report on data
  • Set up a dashboard
  • Import data from a flat file
  • Set up a simple data feed
  • Review questionnaire structure and options
  • Migrate an application from one environment to another


Course Outline

  • Course Introduction
    • Expectations for the course
    • Objectives
  • Unit 1: Introduction to Archer
    • Archer basics
    • Requirements gathering session
    • Introduction to the lab environment
    • Interface components
    • Working with content records
  • Unit 2: Building an Application
    • Create an application from scratch
    • Add fields
    • Manipulate the layout
    • Define options for the navigation menu
  • Unit 3: Workflow Components
    • Design and create a data-driven event
    • Configure a calculated field
    • Trigger an email notification
    • Advanced Workflow overview
  • Unit 4: Access Control
    • Create a user account
    • Create a group
    • Create a role
    • Create a record permission field
    • Make a field private
    • Confirm access
  • Unit 5: Reporting and Dashboards
    • Reporting basics
    • Global searches
    • Advanced searches
    • Statistics searches
    • Create an iView
    • Create a Dashboard
    • Configure a Workspace
  • Unit 6: Integration
    • Data Import Manager
    • Data Feed Manager
  • Unit 7: Packaging
    • Packaging overview
    • Move an application to a new environment
  • Unit 8: Questionnaires
    • Questionnaire basics
    • Questionnaire exploration
    • Course Summary
    • Introduction to RSA Link
    • Certification Exam Information
    • Review Questions


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Version history
Last update:
‎2022-12-07 05:38 PM
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