Archer Administration II

Schedule

Start End Duration Location Details

Course Details

Archer Administration II

Duration: 4 Days

Course Code: AAII

Prerequisite:

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. 

Course Description:

This training leverages Archer platform functionality to expand the basic administration concepts introduced in the Archer Administration I course.
 
This 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.

Course Objective:

Upon Completion of this Course, you will accomplish following:

•    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

Intended Audience:

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

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