cancel
Showing results for 
Search instead for 
Did you mean: 
Course Catalog
Archer courses and schedules can be found here

Articles

Archer Control Panel & Archer Instance 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 Trainin...

Archer Special Focus: Searches, Reports, and Dashboards

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 Trainin...

Archer Advanced Workflow - Beyond the Basics

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 Trainin...

Anonymous by Not applicable
  • 4582 Views
  • 0 comments
  • 1 kudos

Archer Logs & Troubleshooting Tools Overview

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 Trainin...

Archer Single Sign-On - Beyond the Basics

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 Trainin...

Archer New User Experience

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 Trainin...

Anonymous by Not applicable
  • 2694 Views
  • 0 comments
  • 1 kudos

Getting Started with Archer: Deployment Options

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 Trainin...

Anonymous by Not applicable
  • 3451 Views
  • 0 comments
  • 2 kudos

Getting Started with Archer: Introduction to Archer

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 Trainin...

Anonymous by Not applicable
  • 6997 Views
  • 0 comments
  • 5 kudos

Getting Started with Archer: Foundational Skills

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 Trainin...

Anonymous by Not applicable
  • 4399 Views
  • 0 comments
  • 1 kudos

Archer Application Design Best Practices

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 Trainin...

Anonymous by Not applicable
  • 4495 Views
  • 0 comments
  • 4 kudos
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 self-paced training offers an in-depth look at LDAP in Archer, including an overview of LDAP and Active Directory. Participants will delve into LDAP Configuration attributes, explore various setups, and gain valuable troubleshooting insights for investigating LDAP cases. The course includes hands-on practice with sample cases. Note: LDAP synchronization is not available for Archer SaaS. Audience Archer administrators who are already comfortable with basic Archer access control concepts. Delivery Type On-Demand/Self-Paced Learning with Lab Duration About 10 hrs, including lab exercises Note: Archer Academy’s on-demand lab environment is provided for 20 hours of overall practice time over a 4-week period. Prerequisite Knowledge/Skills Archer Administration I and II Learning Objectives Upon successful completion of this course, participants should be able to: Configure LDAP in Archer Investigate LDAP issues Course Outline LDAP Concepts Troubleshooting LDAP 
View full article
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 Course Description/Overview:  This free course covers how an Archer administrator can integrate the mail merge feature from Microsoft Word to generate dynamic reports in Archer. It consists of interactive content, links to external information, and a demonstration video. The course also provides an interactive guide which an Archer Administrator can use to practice incorporating mail merge in their organization's development environment. Learning Objectives:  Upon completion of this training, participants should be able to: Create and Format a Mail Merge Template in Microsoft Word Identify Archer Field Aliases used to communicate with Word Locate Mail Merge Syntax Requirements in Archer Help Update Mail Merge Code Syntax with Archer Alias Information Create a Mail Merge Template in Archer and Import the Word File Generate a Mail Merge Report from an Archer Record Work with the Mail Merge Template Creator Third-Party Tool Delivery Options/Type: On-Demand/Self-Paced Cost: Free Audience: Archer administrators who are already comfortable with basic Archer concepts. Archer Version: 6.14 Duration:  2 to 3 Hours Prerequisite Knowledge/Skills:  This course builds on skills learned in the Archer Administration I. This course does not include a laboratory environment and assumes participants have access to your organization’s development environment to practice developing the examples presented in this training.
View full article
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  
View full article
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
View full article
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
View full article
Top Contributors