Archer Dashboard Conversion

The Archer Next Generation Dashboard, introduced in Archer Platform Release 6.13, aims to further modernize and 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 dashboards cannot 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 transforming Classic Dashboards into Next Generation Dashboards, reducing manual effort and ensuring a quick and uniform transition. The offering is a Windows application that ensures a smooth transition from Classic dashboards to the new dashboards for the following 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 is 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 Next Generation 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.

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Release notes

Release Date

Platform Release

Changes
February 2026 2025.12

  • Added support for Embedded URL and, Table type rows

  • Increased maximum number of multi-reports from 6 to 15

  • Added filtering capability for Dashboard Name

  • Addressed issue with Multiple Widgets.
November 2024 2024.09

Bug fix: Log in failure in 2024.09 Saas environments. Fix is applied for string comparison to fetch the Csrf-Token from response header fails. 

September 2024

2024.06

Bug fix: duplicate widgets were created by the tool if the tool encounters iViews common to multiple dashboards. iViews are renamed as only <<original iView name>>+"_converted" without date stamp and already created widgets for a common iView is reused.

August 2024

 2024.03

Initial Release on Archer Platform 2024.03

Features and benefits

The Archer Next Generation Dashboard Conversion Tool & Utility enables organizations to:

  • Convert Classic Dashboards to Next Generation 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.

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.

Converted the Classic Dashboards

  1. Create a back-up of your current Archer instance database before running the conversion process. The conversion process is irreversible.

  2. Open the application using the desktop short cut or the program menu icon.

  3. The application requests the target instance Base URL, User name, Instance name and Password. Use a user with System administrator access to run through the application.

  4. The application lists all the Classic Dashboards. You can either select all the dashboards by clicking on Select All checkbox or select individual ashboards.

  5. You can chose to supply the suffix to be added at the end of the dashboard name, or allow the system to use the default string CopiedOn<<current date with yyyyMMdd format>>.

  6. You can chose to keep the classic dashboard active after conversion by clicking Keep Classic Dashboards Active.

  7. Click Next to start the conversion process. As the utility processes the selecte dashboards, all the information of each step is displayed on the Application Status window.

Once the process is completed application a pop-up displays with the last run result. This information is also available in the ..\%user%\Documents\NGDConversionResult folder.

Migrating Next Generation Dashboards from Testing to Production

The migration process ensures that the GUIDs are preserved, avoiding potential issues with future updates and migrations between environments.

  1. Convert the dashboards in the Non-Production (testing) environment.

  2. Repackage the dashboards.

  3. Install the dashboards package in the Production environment.

Certification environment

Date Tested: February 2026

Product Name

Release Information

Operating System

Archer

2025.12

Windows