Archer Administration II
Schedule
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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