Archer Community

Below is the planned Archer training schedule, broken apart by region.  All courses shown in the public schedule will be delivered virtually over Zoom.    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.     US East Time Zone (UTC-5)  Month Date(s) Course Name April 22-25 Archer Administration II May 6-9 Archer Administration I 13-16 Archer Administration II June   No training planned July 8-11 Archer Administration I 15-18 Archer Administration II 29 Adv Workflow - Beyond the Basics 31-Aug 1 Developing Archer Power Users & Business Analysts  August   No training planned September 16-19 Archer Administration I 23-26 Archer Administration II October 7 Adv Workflow - Beyond the Basics 9-10 Developing Archer Power Users & Business Analysts  28-31 Archer Administration I November 4-7 Archer Administration II December 2-5 Archer Administration I 9-12 Archer Administration II UK Time Zone (UTC) Month Date(s) Course Name April 22-25 Archer Administration II 29 Adv Workflow - Beyond the Basics May 20-23 Archer Administration I June 3-6 Archer Administration II 24-27 Archer Administration I July 1-4 Archer Administration II 8 Adv Workflow - Beyond the Basics 10-11 Developing Archer Power Users & Business Analysts  August 5-8 Archer Administration I 12-15 Archer Administration II September 9 Adv Workflow - Beyond the Basics 11-12 Developing Archer Power Users & Business Analysts  16-19 Archer Administration I 30-Oct 3 Archer Administration II October 14 Adv Workflow - Beyond the Basics 16-17 Developing Archer Power Users & Business Analysts  November 11-14 Archer Administration I 18-21 Archer Administration II 25 Adv Workflow - Beyond the Basics 27-28 Developing Archer Power Users & Business Analysts  December   No training planned Gulf Time Zone (UTC+4) - (9am-5pm) Month Date(s) Course Name May 13-16 Archer Administration I 27-30 Archer Administration II July 15-18 Archer Administration I 29-August 1 Archer Administration II Singapore Time Zone (8am-4pm) Month Date(s) Course Name July  8-11 Archer Administration I August 19-22 Archer Administration II Sydney, Aus Eastern Time Zone (9am-5pm) Month Date(s) Course Name April 29-May 2 Archer Administration II May 13-16 Archer Administration I June 17-20 Archer Administration II July 22-25 Archer Administration I August 5-8 Archer Administration II September 9-12 Archer Administration I 23-26 Archer Administration II October 21-24 Archer Administration I November 4 Adv Workflow - Beyond the Basics 6-7 Developing Archer Power Users & Business Analysts  December 2-5 Archer Administration I 9-12 Archer Administration II

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 2024, please click here.   Getting Started - All Users Delivery Options Cost Getting Started with Archer This serves as your first step in the Archer learning journey. Use this introductory course to get an overview of Archer and learn about Archer's role in Integrated Risk Management. You will review a foundational skills video and obtain more information on Archer learning opportunities to help decide which learning path best aligns with your organizational role. 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 For Business Users, Power Users, Solution Owners, etc. Delivery Options Cost 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 Archer Special Focus: Searches, Reports, and Dashboards - New! This on-demand, self-paced course and accompanying lab is designed for users who need reporting skills, but do not need more comprehensive courses designed for Archer administrators, business analysts, or power users. Participants will gain a deeper understanding of creating complex charts and reports using Archer’s advanced search tools, as well as designing dashboards and workspaces to optimize tracking and efficiency. On-Demand/Self-Paced 500 Training Credits Developing Archer Power Users and Business Analysts This two-day course is designed for Archer “power users” who have surpassed basic end user functions and would like to extend their Archer skills, but do not need administrator-level training.  Power users will gain guided practice with advanced searching and reporting, creating and running data imports, creating and organizing widgets and dashboards, and high-level exposure to Archer Advanced Workflow, access control, and advanced records management. Live Instructor-Led (Virtual) -OR- On-Demand/Self-Paced    2000 Training Credits Archer Solutions & Use Cases Overview - New! In this free course, you will learn about the Solution Areas and Use Cases that Archer has to offer, along with the basic information needed to get you started using them. This class will also help you get familiar with the Archer Online Documentation and other resources Archer has to offer. **Note: This course is replacing the previous "Self-Guided Exploration Lab" - if lab time is desired, kindly refer to the Open Lab Time option shown in the Other Offerings section at the bottom of this page. On-Demand/Self-Paced Free For Archer Administrators Delivery Options Cost 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) -OR- On-Demand/Self-Paced  4000 Training Credits Archer Administration II This 4-day course is intended for Archer administrations and introduces advanced topics while expanding on material already obtained in Administration I. After completing this course, participants will be able to configure an Advanced Workflow, build data feeds, develop questionnaires and questionnaire campaigns, and create complex report types not covered in Administration I.  Participation in Archer Administration I or equivalent work experience is strongly suggested to be successful in the course. Admin I topics will not be covered in the course. Live Instructor-Led (Virtual) -OR- 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) -OR- On-Demand/Self-Paced    1000 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 Control Panel & Archer Instance Manager - New! This course is a high-level overview of the Archer Control Panel for on-premises installations and Archer Instance Manager for SaaS clients.  The course reviews standard features of both applications as well as common tasks, optional plugins, monitoring tools, and instance configuration. On-Demand/Self-Paced Free 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 Troubleshooting Performance Issues in Archer - New! Occasionally, Archer on-premises deployments may experience performance issues related to their own instance of Archer or their underlying infrastructure. This course covers key points for troubleshooting these kinds of issues. On-Demand/Self-Paced Free Packaging in Archer - New! This course explains the purpose and benefits of Packaging and describes situations when you might use the Packaging feature. At the end of the course, participants will be able to create, generate, and download a package. They will also import, map, and install packages. Other topics in the course include updating Use Cases, the Package Generation Log, best practices, and troubleshooting packaging issues.  On-Demand/Self-Paced 500 Training Credits Custom Objects in Archer - New! This course explores Custom Objects in Archer. It provides examples of how custom objects are used to customize UI Layouts, manipulate and limit data fields, format content, and it will look at some ways to troubleshoot when things don't go as expected.   On-Demand/Self-Paced 500 Training Credits Other Offerings Delivery Options Cost Archer Engage - The Basics and Beyond - New! This course includes an overview of Archer Engage and discusses how to install the Archer Engage Agent. It includes how to set up both Archer Engage for Vendors and Archer Engage (formerly known as Archer Engage for Business Users). Additionally, it provides some troubleshooting tips and tricks and reviews how to retrieve the Archer Engage Agent logs. On-Demand/Self-Paced Free 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 and exams 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 and exams available in the on-demand/self-paced format for a full year. $7500 USD (Training Credits do not apply) Open (or Additional) Lab Time Would you simply like an Archer lab environment to explore? Or 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 20 hours of lab runtime extending over 4 weeks. If requested before an existing lab expires, we can add those hours to your current lab. On-Demand/Self-Paced 500 Training Credits Archer Certification Exams Ready to prove your Archer knowledge? We have 3 levels of Archer Certification exams available, and encourage you to pursue the level that makes the most sense for you. Refer to the collection of articles linked above for many more details! On-Demand/Self-Paced 100 Training Credits or $100 each  

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 course is intended for Archer administrations and introduces advanced topics while expanding on material already obtained in Administration I. After completing this course, participants will be able to configure an Advanced Workflow, build data feeds, develop questionnaires and questionnaire campaigns, and create complex report types not covered in Administration I. Audience Archer administrators who are responsible for managing Archer configurations Delivery Options Instructor-Led (all classes are virtual at this time), or On-Demand/Self-Paced Duration 4 days (if Instructor-Led) Prerequisite Knowledge/Skills Participation in Archer Administration I or equivalent work experience is strongly suggested to be successful in this course. Admin I topics will not be covered in the course.  Requires Archer version 6.9 or later administration skills, including building applications and configuring email notifications, data-driven events, calculated fields, and reports. By registering for this class, you accept the prerequisites associated with this course.  Learning Objectives Upon completion of this course, you will be able to: Import existing data into multi-leveled Archer applications and questionnaires Integrate Archer with external data sources Create custom multi-stage workflow processes to help automate manual processes Develop questionnaires and assessment campaigns to measure compliance for internal resources or for third-party distribution and tracking   Troubleshoot commonly seen access control issues Construct complex search criteria to generate advanced reports and charts Alert organization stakeholders through scheduled report distributions Course Outline Course Introduction (Day 1) Expectations for the course Objectives Introduction to the lab environment Archer Community Unit 1: Integrations and Data Feeds (Day 1) Transfer document-centric policies into an importable format Import data into a leveled application Data Publication Service Data Feed Manager – Database feed with Lookup Translation Data Feed Manager – Including Attachments & Images Data Feed Manager – Archer-to-Archer feed Data Feed Manager – RSS Feed Unit 2: Workflows - Feature-Driven and Advanced (Day 2) Explore a business process Analyze and identify the workflow process via legacy Archer features such as Data-Driven Events, Calculated Fields, and Email Notifications Replicate the same process using Advanced Workflow, including On-Demand Notification Template Unit 3: Questionnaires (Day 3) Import data into the Question Library (includes a sub-form import) Create an assessment campaign Manage question scoring and findings Reference existing assessment responses in future assessments (Archer-to-Archer feed) Unit 4: Troubleshooting Access Control (Day 3) Review access control concepts Discuss best practices for configuring access control Troubleshoot common access control issues Unit 5: Reporting (Day 4) Complex report creation Dynamic Filters for Calculated Cross References Using On-Demand Notification Templates Scheduled Report Distributions Mail Merge Templates Review Questions and Course Summary (Day 4) Review Questions Additional training and lab time options available Certification Exam Information Joining Archer Community Course Evaluations  

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 two-day course is designed for Archer “power users” who have surpassed basic end user functions and would like to extend their Archer skills, but do not need administrator-level training.  Power users will gain guided practice with advanced searching and reporting, creating and running data imports, creating and organizing widgets and dashboards, and high-level exposure to Archer Advanced Workflow, access control, and advanced records management. Audience Archer business users and/or decision-makers who are interested in learning more about what Archer can do.  Delivery Options Instructor-Led (all classes are virtual at this time), or On-Demand/Self-Paced Duration 2 days (if Instructor-Led) Prerequisite Knowledge/Skills To be successful in this course, students already should be able to: Create and edit records Perform a global search Perform an advanced search against a keyword Identify a widget, dashboard, and workspace Identify a workspace, solution, and application Course Objectives Upon completion of this course, you will be able to: Use search tools to retrieve information Create and edit reports and charts Build personal dashboards  Perform an Archer data import Audit an Archer workflow from creation to close

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 course is an introduction to APIs as a general concept and how APIs can be used with Archer. This course is the first part of a two-part series. This series aims to make Archer administrators more familiar with the concept of Archer APIs. Audience Anyone interested in understanding Archer APIs. Delivery Type On-Demand Learning Duration 60 minutes Prerequisite Knowledge/Skills Prior to attending this course, students are encouraged to have the following background: Basic knowledge of the Archer platform Course Objectives Upon successful completion of this course, participants should be able to: Define what an API is and what it does Differentiate between SOAP and REST protocols Give examples of how APIs are used in the real world and in Archer Explain how APIs work  Identify the different parts of an API request Differentiate between the API types used in Archer Course Outline Module 1: Introduction to APIs Module 2: APIs in Archer Module 3: API Protocols in Archer Module 4: Resources