Archer Community

Below is the planned Archer training schedule, broken apart by region.  Due to the ongoing pandemic and the unreliability of air travel, all courses will be delivered virtually over Zoom.   New to 2023, we are moving toward on-demand training only for two courses: Archer New User Experience, and Archer Infrastructure Administration.    Kindly note that courses may be canceled due to low/no enrollments, and there is a maximum number of students per class. To ensure your seat in a class, be sure to register early. The last day to register for a course is the Wednesday of the week prior to the start date of the course. This is necessary in order to allow time for lab provisioning, communication, and other course preparation activities.   Unless otherwise noted, all classes run from 9am-5pm in the designated time zone.   If you would like to schedule a private training course session for your own organization, please contact us for details. Click here to view the full listing of all training courses available.   US East Time Zone (UTC-5)  Month Date(s) Course Name March 13 Adv Workflow - Beyond the Basics  15-16 Developing Archer Power Users & Business Analysts 27-30 Archer Administration I - FULL April 3-6 Archer Administration II May 8-11 Archer Administration I 15-18 Archer Administration II June 5 Adv Workflow - Beyond the Basics  7-8 Developing Archer Power Users & Business Analysts 26-29 Archer Administration I July 10-13 Archer Administration II August 7-10 Archer Administration I 14-17 Archer Administration II 28 Adv Workflow - Beyond the Basics 30-31 Developing Archer Power Users & Business Analysts  September 18-21 Archer Administration I 25-28 Archer Administration II October 2023 2 Adv Workflow - Beyond the Basics 4-5 Developing Archer Power Users & Business Analysts   16-19 Archer Administration I 23-26 Archer Administration II November 2023   No Training Planned December 2023 4-5 Developing Archer Power Users & Business Analysts  11-14 Archer Administration I UK Time Zone (UTC) Month Date(s) Course Name March 6-9 Archer Administration II 13 Adv Workflow - Beyond the Basics   (canceled due to emergency) 15-16 Developing Archer Power Users & Business Analysts  (canceled due to emergency) April 17-20 Archer Administration I - FULL 24-27 Archer Administration II  May 22-25 Archer Administration I June 5-8 Archer Administration II 12 Adv Workflow - Beyond the Basics 14-15 Developing Archer Power Users & Business Analysts   July 10-13 Archer Administration I  17-20 Archer Administration II August 14-17 Archer Administration I 21-24 Archer Administration II September 5 Adv Workflow - Beyond the Basics 6-7 Developing Archer Power Users & Business Analysts   October 2023 2-5 Archer Administration I 9-12 Archer Administration II 23-24 Developing Archer Power Users & Business Analysts   November 2023 20-23 Archer Administration I December 2023 4-7 Archer Administration II 11 Adv Workflow - Beyond the Basics 13-14 Developing Archer Power Users & Business Analysts   Gulf Time Zone (UTC+4) Month Date(s) Course Name October 2023 16-19 Archer Administration I - This session is a test to gauge interest in in-person training in Dubai. If interested in enrolling, kindly send an email to megan.olvera@archerirm.com.  Australian Eastern Time Zone  Month Date(s) Course Name May 2023 1-4 Archer Administration II July 2023 3-6 Archer Administration I August 2023 28-31 Archer Administration II November 2023 27-30 Archer Administration I

To Register: Customers & Partners: Go to https://id.archerirm.cloud and log in. Employees: Visit your OneLogin page. All parties: Click the Archer Academy button to access our portal and search the Store for training of interest. New to Archer Training? Click for account setup instructions Summary Take your Advanced Workflow skills to the next level by building on skills acquired during Archer Administration II training. You already know how to create a basic workflow, but now you have the opportunity to analyze and revise existing workflows. Leverage and preserve out of the box functionality while adding new workflow components to your applications and questionnaires. Overview This one-day workshop expands on Advanced Workflow skills introduced during the Archer Administration II course. Participants will engage in advanced hands-on activities that build upon previously acquired skills to analyze and revise existing workflows, explore best practices for design considerations, and gain experience with bulk updates and troubleshooting advanced workflows. Audience Archer administrators or anyone interested in learning about Archer Advanced Workflow, Delivery Options Instructor-Led (all classes are virtual at this time) or On-Demand/Self-Paced Duration 1 Day Prerequisite Knowledge/Skills Students must have completed the following course sequence: Archer Administration I and Archer Administration II  Note: This is an advanced course and takes you beyond the skills acquired in the Archer Administration II course. It is not intended to teach entry level Advanced Workflow skills and does not provide guidance on pre-requisite skills. Individuals without this previous knowledge will likely not have a satisfactory outcome or experience from this course.   Learning Objectives Upon completion of this training, the learner should be able to: • Analyze and modify existing Advanced Workflows • Configure Advanced Workflow Actions by Email • Locate and analyze records using the Advanced Workflow Job Troubleshooting Tool • Complete Bulk Actions • Track records enrolled in Advanced Workflow   Course Outline AWF Refresher Use Evaluate Content nodes to add a new workflow path while maintaining the out of the box functionality Evaluate and Modifying and Existing Advanced Workflow Update an Existing Advanced Workflow Design Considerations and Best Practices Modifying Existing Fields and Layouts Configure AWF Actions by Email Enable Record-Level Workflow Auditing Bulk Update Jobs for Advanced Workflow Schedule Bulk Enrollment AWF Troubleshooting Tool Advanced Workflow Installation Overview and Troubleshooting

Below you will find a full listing of courses available, divided by general audience type, and listed in recommended order of consumption. Click into each course title to learn more about what's included. For a calendar of instructor-led courses through 2023, please click here.   Course Title Delivery Options Cost Getting Started with Archer Series Beginning Your Learning Journey This course is the perfect place to start your Archer training journey. Use this introductory session to determine which training path is right for you or the other individuals in your organization. Looking for training on Solutions & Use Cases? This course will show you where to find the most up-to-date information!  On-Demand/Self-Paced Free Introduction to Archer This 20-minute interactive course provides a high-level, easy to understand overview of the purpose of the Archer Suite, its most common use cases, and how Archer can benefit an organization interested in governance, risk and compliance.  On-Demand/Self-Paced Free Foundational Skills This 30-minute self-paced course provides an overview of the foundational skills required by any Archer user, regardless of use case. Designed for individuals new to Archer, the video will get users up and running before attending the Developing Archer Power Users and Business Analysts course or the Admin I training.  On-Demand/Self-Paced Free Deployment Options This 30-minute On-demand course explores each deployment scenario available for Archer. The training content also includes criteria for decision-making purposes and shows why or when you may choose one deployment option over the other.  On-Demand/Self-Paced Free Course Title Delivery Options Cost Business Users Archer New User Experience This activity-driven course will guide new Archer users in navigating the user interface, entering records, completing assigned workflow tasks, searching, reporting, and customizing the interface.  *Beginning 2023, this class is available only in the on-demand option, unless scheduled as a dedicated/private course for a specific organization.  On-Demand/Self-Paced 1000 Training Credits Developing Archer Power Users and Business Analysts This two-day course will teach participants how to “Think Archer” and to effectively create Archer specific business requirements and map workflows. The course fosters the development of Archer Power-users and Business Analysts within your organization to bridge the knowledge-gap between standard Archer Users and System Administrators. Participants will gain a deeper understanding of the out-of-the-box Archer use cases and begin expanding their skills to become future Archer application owners. Live Instructor-Led (Virtual) On-Demand/Self-Paced   2000 Training Credits Course Title Delivery Options Cost Administrators Archer Administration I This 4-day training course is intended to give new Archer platform 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. Live Instructor-Led (Virtual)  On-Demand/Self-Paced   4000 Training Credits Archer Administration II This 4-day training course is intended to expand the knowledge of Archer administrators and equip them to leverage platform functionality not explored in the Administration I course. After taking this course, students will be able to create complex reports, configure Advanced Workflow, build data feeds, and manage questionnaire campaigns. Live Instructor-Led (Virtual)  On-Demand/Self-Paced   4000 Training Credits Archer Application Design Best Practices The Archer Platform offers incredible flexibility in terms of what can be built and configured. This 20-minute course contains best practice suggestions to consider when configuring applications and the associated data displays within Archer. On-Demand/Self-Paced Free Archer Advanced Workflow - Beyond the Basics This one-day workshop expands on Advanced Workflow skills introduced during the Archer Administration II course. Participants will engage in advanced hands-on activities that build upon previously acquired skills. Live Instructor-Led (Virtual) On-Demand/Self-Paced   1000 Training Credits Archer Access Control - Beyond the Basics This self-paced training with lab includes troubleshooting use cases and exercises to enable the learner to become well-practiced in Access Control scenarios. Estimated time to complete is 3 hours. On-Demand/Self-Paced 500 Training Credits Archer Infrastructure Administration This course is aimed at the IT Teams who administer the Archer Server and Server Side Functions. In this class you will learn how to configure LDAP Integration, SSO, SQL Maintenance, and Archer Control Panel Settings. **Note: We are transitioning away from this course in 2023, in favor of deeper dives into the topics originally presented here. That's great news for you. More to come! On-Demand/Self-Paced   2000 Training Credits Archer Installation and Upgrade This self-paced training with lab provides instructions for installing Archer and upgrading that installation to a newer version. Also included are troubleshooting exercises for various situations that might arise while installing or upgrading Archer. Estimated time to complete is 8 hours. On-Demand/Self-Paced 500 Training Credits Archer Single Sign-On - Beyond the Basics This self-paced training with lab provides a detailed overview of Single Sign-On (SSO) in Archer and how to configure using Windows Integrated and Active Directory Federated (AD FS) services. It includes a guide for investigating SSO issues. Participants will be able to engage in troubleshooting sample problems that may arise. On-Demand/Self-Paced 500 Training Credits Archer LDAP - Beyond the Basics This self-paced training with lab provides a detailed overview of LDAP in Archer, including a decision tree flow chart for investigating LDAP issues. Participants will be able to engage in troubleshooting sample issues in the accompanying hands-on lab. On-Demand/Self-Paced 500 Training Credits Archer Logs & Troubleshooting Tools Overview This complimentary course provides guidance in reading and interpreting Archer Log files, including tips and tricks for troubleshooting the errors recorded.  On-Demand/Self-Paced Free Introduction to Archer APIs Are you an existing Archer customer interested in API integration? This 30-minute On-Demand learning will cover all the basics to get you started! This course is an introduction to APIs as a general concept and explains how APIs can be used with Archer. On-Demand/Self-Paced Free Archer APIs - A Practical Lab This On-Demand Lab will get you started on your API journey utilizing the three Archer APIs. Estimated time to complete is 3 hours. On-Demand/Self-Paced 500 Training Credits Course Title Delivery Options Cost Use Case Training Archer Self-Guided Exploration Lab This On-Demand lab enables students to explore Archer as a system administrator. All solutions and use cases are included in this lab environment, along with a lab guide that offers instructions for completing the most commonly followed processes in each use case. On-Demand/Self-Paced 500 Training Credits Course Title Delivery Options Cost Other Offerings Archer On-Demand/Self-Paced Subscription If On-Demand/Self-Paced training works well for you, consider purchasing an Archer Subscription. Each subscription is good for a single student for a full 12 months, and includes all Archer courses available in the self-paced format. Courses normally offered with lab exercises are also included, though your lab time is for a limited duration for each class, and can be requested at a time that works for you. Because this is already discounted at more than 50%, no additional discounts apply. Includes all courses available in on-demand/self-paced format for a full year. $7500 USD (Training Credits do not apply) Virtual Lab Extension Are you currently working through a lab for a class and want the expiration date and runtime of your lab to be extended? This option allows you to purchase an additional 20 hours of runtime over an additional 4 weeks. Applies to virtual labs already in progress 500 Training Credits  

To Register: Customers & Partners: Go to https://id.archerirm.cloud and log in. Employees: Visit your OneLogin page. All parties: Click the Archer Academy button to access our portal and search the Store for training of interest. New to Archer Training? Click for account setup instructions Overview This complimentary course provides guidance in reading and interpreting Archer Log files, including tips and tricks for troubleshooting the errors recorded. Additionally, the course provides a review of Archer Services and troubleshooting via the Event Viewer, Job Engine & Task Managers, and other supporting tools. Finally, we cover how to utilize the System Reports found within the Archer UI to include UI logs for troubleshooting purposes.  Note: While the nature of on-premises installations of Archer lend themselves to allowing greater access to log files and infrastructure-based troubleshooting, this course also covers SaaS-specific topics as well. Audience Archer Administrators  Delivery Type On-Demand Learning Duration 2 hours Prerequisite Knowledge / Skills Students should have completed the following courses prior to taking this training: Archer Administration I Archer Administration II Course Objectives Upon successful completion of this course, participants should be able to: Read and interpret log files generated by Archer Troubleshoot issues more efficiently Course Outline Unit 1: Archer Services and Log Files Archer Services overview Archer Log Files System Reports Logs available via the Archer UI Unit 2: Supporting Logs and Tools Job Engine Manager SQL Server Profiler Event Viewer Task Manager  

To Register: Customers & Partners: Go to https://id.archerirm.cloud and log in. Employees: Visit your OneLogin page. All parties: Click the Archer Academy button to access our portal and search the Store for training of interest. New to Archer Training? Click for account setup instructions Summary This On-Demand lab enables students to explore Archer, including all solution areas and their accompanying use cases. Full platform functionality may also be explored.. Overview This On-Demand lab enables students to explore Archer as a system administrator. All solutions and use cases are included in this lab environment, along with a lab guide that offers instructions for completing the most commonly followed processes in each use case. Audience Anyone with an interest in learning more about Archer use cases, as they function right out of the box Delivery Type On-Demand/Self-Paced Learning with Lab Duration 1-20 hrs. This course allows you to explore as many use cases as are of interest. You decide how much time you'd like to spend on each one. Note that the on-demand lab environment is provided for up to 20 hours of overall practice time over a 4-week period.   Prerequisite Knowledge/Skills General knowledge of Archer Business processes specific to any of the solution areas of interest Learning Objectives Upon successful completion of this course, participants should be able to: Explain the purpose and function of any of the use cases explored Complete simple processes common to each of the use cases Course Outline Introduction First Steps Accessing Your Lab Environment Course Feedback