Setting Up and Maintaining the Platform

As an administrator, you might be responsible for setting up or maintaining Archer features.

Applications, questionnaires, and solutions

As an Archer administrator you may be responsible for customizing or maintaining Archer provided applications or questionnaires, or building your own custom applications or questionnaires, within the Archer solutions.

For more information, see Solutions and Use Cases.

Users and access control

Access control provides a framework for maintaining users, roles, and security parameters, and for assigning access rights at the system, application, record, and field levels.

• User accounts allow users to log on to Archer.
• User groups are sets of users based on your organizational structure or geographic locations.
• Access roles are collections of application-level and page-level rights that an administrator can create and assign to any number of users and groups to control user privileges (create, read, update, and delete).
• Security parameters are rules for controlling user access to Archer and its individual pages.
• LDAP Configuration streamlines the administration of users and groups by allowing updates and changes that were made in the LDAP server to be automatically reflected in Archer.

Communication tools

The Platform offers multiple tools for communication with and between your end users, and for ensuring that your users have access to the right information in the system.

• Notifications alert users to specific conditions within records, particularly when it is something that requires their attention or action (for example, a record is ready to be reviewed).
• Mail merge functionality allows you to export data into a Microsoft Word document.
• An Alias name is a short name for a unique object in the system that is human readable, but also can be used in code or as a reference in configuration processes.

Data integration

You can use Archer as a point of consolidation for enterprise data of any type for supporting analysis and process management. Archer is vendor neutral, content independent, and provides 3 integration methods for consolidating data from disparate enterprise systems for governance, risk, and compliance management.

• Data imports allow you to import data into an application or sub-form from an external data file on a 1-time basis.
• Data feeds allow you to build dynamic integrations with external enterprise systems and files that can run automatically on an on-going schedule.
• Data gateway allows you to connect Archer to an external data source without bringing the data into the Instance Database directly.
• The Archer Web Services API is a programmatic interface for automating the exchange of information between Archer and an external application.
• Data publications allow you to extract data from your Archer system and load it into external systems for data analysis and modeling.

Data packaging

Use data packaging to copy applications and other objects from 1 Archer instance to another, for the purposes of transferring large changes from development to test to production instances or receiving and installing updates to Archer solutions.

Reports

Any search against an application or questionnaire that you want to save and reuse at a later time can be saved as a report. Archer provides system reports and you can create your own custom reports.

Workspaces, dashboards, and widgets

Workspaces, Dashboards, and Widgets are the visual tools that provide users quick access to records and information related to their job function. You can create dashboards and widgets to display reports and multiple charts. You can display these to the end users through workspaces, which are pages of related content.

Customizing the system

• Use the Appearance menu to customize colors and logos on the Archer user interface to match your brand.
• Use the Globalization features in Archer to set a system language for user interface to display in languages and formats that meet the needs of different geographical and cultural regions.