on 2018-02-1308:03 PM - edited on 2022-07-0801:49 PM by ChristineTran
Assigning accountability for tasks, findings, remediation, and more are key tenants for Archer business risk management offerings. Several Archer use cases leverage the Contacts application to store metadata regarding the person that is assigned to findings, risk assessments, and more within Archer. However, the user profile information, which formulates the credentials by which an Archer user logs into the Archer Platform, is stored separately. Therefore, the Platform stores similar user and contact data in two locations.
The Archer User Profile and Contact Synchronization tool & utility provides an automated method for connecting and synchronizing the Contact application with the User Profile system data. The offering uses the Archer RestAPI and a data feed to synchronize key attributes such as first and last name, user name, email address, phone number, and language. The offering is available to both for both on premise and hosted implementations.
With Archer User Profile and Contact Synchronization, organizations can
Reduce the manual effort of creating or updating the contacts records
Establish a consistent process for synchronizing User Profile system attributes with the Contacts application fields
Enable a one-way sync for this user data
Solution and Platform Information
Solution Area: All
Prerequisite Use Cases: This offering requires the Contacts application which can be found in multiple use cases. Please review the implementation guide for a full list of use cases.
Supported Platform Version: Archer Platform Release 6.8 and later
Supported Archer Environments:
Note: On-Premise implementations can deploy the web application on the server that is hosting the Archer platform. However, Archer SaaS implementations must deploy this tool & utility on a separate server from the Archer SaaS server. Please reference the implementation guide for recommended software.
Archer On-Demand Application (ODA) Licenses
This offering does NOT require any Archer On-Demand Application (ODA) licenses.
For More Information
To learn more about the Archer User Profile and Contact Synchronization tool & utility:
The Archer User Profile and Contact Synchronization Tool & Utility is an offering provided through the Archer Exchange to enhance your existing Archer implementation. To learn more about the Archer Exchange, please visit the Archer Exchange on the Archer Community.
For Additional Support
To learn more about this offering, please contact your Account Rep for additional details. For technical support questions regarding this offering, please open a support case.