Archer Administration II

Document created by Elizabeth Maloney Employee on Jul 20, 2016Last modified by Megan Olvera on Dec 18, 2020
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Schedule & Register

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In order to register for a class, you need to first create a Dell Education account 

If you need further assistance, contact us


This 4-day classroom-based training leverages Archer platform functionality to expand the basic administration concepts introduced in the Archer Administration I course.



This 4-day classroom-based training is intended to expand the knowledge of Archer version 6.x 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.



Archer administrators who are responsible for managing Archer version 6.x configurations


Delivery Type

Live or Virtual Classroom, as well as On-Demand Classroom (learn more about modalities)



4 days


Prerequisite Knowledge/Skills

Participation in Archer Administration I or equivalent work experience. Requires Archer version 6.x 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 successful completion of this course, participants should be able to:

  • Construct complex search criteria to locate key information
  • Alert organization stakeholders through scheduled report distributions
  • Export Archer data into pre-formatted, professional-looking report templates
  • Create a custom, multi-stage workflow process that automates a manual process
  • Integrate the Archer product with external data sources to consolidate enterprise information
  • Import existing information from a legacy system into Archer applications and questionnaires
  • Design best-practice assessment campaigns to measure compliance across the organization
  • Troubleshoot commonly seen access control issues


Course Outline

Course Introduction (Day 1)

  • Expectations for the course
  • Objectives
  • Introduction to the lab environment
  • RSA Link


Unit 1: Workflows - Feature-Driven and Advanced (Day 1)

  • Explore a business process
  • Analyze and identify the workflow process via legacy RSA Archer features such as Data-Driven Events, Calculated Fields, and Email Notifications
  • Replicate the same process using Advanced Workflow, including On-Demand Notification Templates


Unit 2: Integrations and Data Feeds (Day 2)

  • 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 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
  • On-Demand Notification Templates - Invoking
  • Scheduled Report Distributions
  • Mail Merge Templates
  • XML Notifications


Review Questions and Course Summary (Day 4)

  • Review Questions
  • Additional training and lab time options available
  • Certification Exam Information
  • Joining RSA Link
  • Course Evaluations




Schedule & Register

Schedule Only



In order to register for a class, you need to first create a Dell Education account
If you need further assistance, contact us