Archer Dashboard Conversion

The Archer Dashboard Conversion tool & utility can help Archer Admins speed up the conversion process for existing Classic Dashboards to Archer dashboards, individually or in bulk. Check out this complimentary course from the Archer Academy which describes and demonstrates how to complete these conversions and offers tips for making the most of the new dashboards.

Archer Exchange: With the Archer Exchange, the Archer team has created a broad selection of supplemental, value-added offerings to help you get your unique risk management program on the right path, right from the start. You can leverage the Archer Exchange offerings to expand the use of Archer solutions into new business processes and address specific industry, geographic, regulatory, or technical requirements.

Release notes

Release Date	Platform Release	Changes
May 2026	2025.12	Resolved an issue where some dashboards failed with a 400 error. Resolved AE-724 by removing the hardcoded group ID and dynamically fetching it from the API.

Overview

In Archer Platform Release 6.13, a new modernized dashboard was introduced to enhance the Archer user experience. These new dashboards offer a modern, responsive user interface while maintaining the same options for navigation and drill-down capabilities for detailed information. Dashboard administrators can quickly build dashboards by dragging and dropping reports and widgets onto the dashboard. However, existing Classic dashboards could not be automatically converted to the new dashboard, requiring users to recreate the dashboard.

The Archer Dashboard Conversion Tool & Utility provides an automated and consistent process for converting Classic Dashboards to the new dashboards, reducing manual effort and ensuring a quick and uniform transition. The offering is a Windows application that ensures a smooth transition for the following Classic dashboard iViews:

• Non Report

  • Links

  • Embedded URL

  • Landing Page

• Reports

  • Tables: Row, Hierarchical, Flat

  • Calendar

  • Network Graph

  • Bing Maps

  • All Chart Types

  • Multiple Charts

The offering creates a new dashboard in the same Workspace as the Classic Dashboard. The iViews from the Classic dashboard are copied to the new dashboard. Unsupported iViews will be skipped. A log will display which reports were created successfully or skipped.

Limitations

Unsupported iViews

The offering will skip iViews that are not supported in the new dashboard. The following iViews will not be copied as they are not supported in the new Dashboard:

• Canvas

• RSS Feed

• Video

• Global Search

• Reports: Summary and Card

• Custom

Limitations on Report iView to Widget Conversion

There is a limit on the number of Reports a widget can hold. That same limitation is applicable in this tool. A Multi-chart widget cannot have more than 15 reports. If any iView has reports more than the aforementioned limits then the tool will simply skip it from changing and move onto the next iView under the targeted Dashboard.

Features and benefits

The Archer Dashboard Conversion Tool & Utility enables organizations to:

• Convert Classic Dashboards to new dashboards individually or in bulk.

• Copy from existing dashboards to new dashboards.

• Deactivate Classic Dashboards or retain active status upon conversion.

• Ensure unique dashboard names by appending custom or default suffixes.

• Replicate the access control details during conversion.

• Generate activity log.

Benefits include:

• Faster modernization of dashboards

• Reduced manual effort and risk

• Smoother Archer upgrades

• Cost and time savings

Prerequisites

The following table lists the components and prerequisites for the Archer Dashboard Conversion Tool & Utility.

Components	Prerequisites
Archer Solution Area(s)	All
Archer Use Case(s)	All
Archer Applications	N/A
Uses Custom Objects	No
Requires Archer On-Demand License	This offering requires Zero (0) Archer On-Demand Licenses.
Archer Platform Requirements	Archer Platform Release 2025.12 and later
Supported Archer Environments	On-Premises SaaS Note: Archer SaaS clients can leverage this offering but cannot install the offering in the Archer SaaS environment.  The offering must be installed on a client owned and managed server that can communicate with the Archer instance.
Partner/Vendor Requirements	N/A
Operating System	Windows

Architecture diagram

Installing Archer Dashboard Conversion Tool & Utility

Important: The information in this publication is provided "as is". Archer makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Client is solely responsible for ensuring that the installation of the application is performed in a secure manner. Archer recommends clients perform a full security evaluation prior to implementation.

1. For on-premise instances, enable anonymous authentication for the following virtual directories in the IIS.

   • api

   • contentapi

   • coreapi

   • platformapi

   • ws

2. Install the .NET Core Hosting Bundle. coreapi is dependent on .NET Core Hosting bundle.

3. Run the Installation Wizard

   1. Double-click ArcherDashboardConversionToolSetUp.msi file.

   2. Click Next to start the wizard.

   3. Click I Agree. Click Next.

   4. Select the installation directory and choose the appropriate installation. Click Next.

   5. Click Next on the Confirmation window.

   6. Close the wizard. A desktop short cut and program menu icons display.

Certification environment

Date Tested: May 2026

Product Name	Release Information	Operating System
Archer	2025.12	Windows