000037343 - How to obtain an Archer session token to connect Power BI to RSA Archer

Document created by RSA Customer Support Employee on Apr 19, 2019
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Article Number000037343
Applies ToRSA Product Set: Archer
RSA Product/Service Type: RSA Archer (On-Premise)
RSA Version/Condition: 6.5.0.4
IssueThe existing documentation for Power BI integrations with Archer ( https://community.rsa.com/docs/DOC-96328 ) instructs the Power BI users to enter an Archer Session Token into the Power BI login configuration. However, it does not clarify the easiest method for obtaining a valid RSA Archer Session token. 
Tasks
  1. Obtain the RSA Archer Mail Merge Template Creator ( https://community.rsa.com/docs/DOC-32415 ) 
  2. Obtain Username, Password, and Archer Instance Name (as per left side of Archer Control Panel) from your Archer Administrators
  3. Install Power BI on your PC.
Resolution
  1. Use Archer instance URL with "/contentapi" and enter "session-id" as the User Name. As per Archer Power BI Integration documentation
  2. Use the Mail Merge Template creator with the regular Archer instance URL (no "/contentapi")  to login to the Archer instance and obtain the Session Token.
  3. Copy & Paste the Session token from the Mail Merge Template Creator window.

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