Archer Administration I
Schedule
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Course Details
Archer Administration I
Duration: 4 Days
Course Code: AAI
Prerequisite:
General familiarity with computers and computer skills. GRC and business process knowledge will be helpful when attending this training class. By registering for this class you accept the prerequisites associated with this course.
Course Description:
This training provides an overview of the concepts, processes, and procedures necessary to successfully design and administer Archer version 6.x.
This training is intended to give new Archer 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.
Course Objective:
Upon Completion of this Course, you will accomplish following:
• Navigate within the Archer system
• Define and follow business requirements
• Create an application
• Create a simple workflow using data-driven events and calculated fields
• Set up email notifications
• Manage user access
• Search and report on data
• Set up a dashboard
• Import data from a flat file
• Set up a simple data feed
• Review questionnaire structure and options
• Migrate an application from one environment to another
Intended Audience:
Archer administrators who are responsible for building and managing Archer.
Course Outline:
Course Introduction
• Expectations for the course
• Objectives
Unit 1: Introduction to Archer GRC 6
• RSA Archer basics
• Requirements gathering session
• Introduction to the lab environment
• Interface components
• Working with content records
Unit 2: Building an Application
• Create an application from scratch
• Add fields
• Manipulate the layout
• Define options for the navigation menu
Unit 3: Workflow Components
• Design and create a data-driven event
• Configure a calculated field
• Trigger an email notification
• Advanced Workflow overview
Unit 4: Access Control
• Create a user account
• Create a group
• Create a role
• Create a record permission field
• Make a field private
• Confirm access
Unit 5: Reporting and Dashboards
• Reporting basics
• Global searches
• Advanced searches
• Statistics searches
• Create an iView
• Create a Dashboard
• Configure a Workspace
Unit 6: Integration
• Data Import Manager
• Data Feed Manager
Unit 7: Packaging
• Packaging overview
• Move an application to a new environment
Unit 8: Questionnaires
• Questionnaire basics
• Questionnaire exploration
Course Summary
• Introduction to RSA Link
• Certification Exam Information
• Review Questions