RSA Archer 5.5 Administration

Document created by Craig Hansen Employee on Feb 16, 2016Last modified by Elena Komarova on May 11, 2017
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In order to register for a class, you need to first create an EMC account
If you need further assistance, contact us



This classroom-based course provides an overview to the concepts, processes, and procedures necessary to successfully design and administer the RSA Archer platform.



Students will gain knowledge of the key RSA Archer platform components such as applications, security management, and communication tools through presentations and hands-on exercises. After taking this training, students will be able to plan, configure, and manage the RSA Archer environment.


The subject matter in this course prepares students with the classroom component recommended for the RSA Archer Certified Administrator certification.



Archer administrators who are responsible for building and managing the RSA Archer GRC product.


Delivery Type

Live or Virtual Classroom (learn more about modalities)



4 days


Prerequisite Knowledge/Skills

General familiarity with computers and computer skills. GRC and business process knowledge will be helpful when attending this training class. By registering for this class you accept the prerequisites associated with this course.


Learning Objectives

Upon successful completion of this course, participants should be able to:

  • Navigate within the RSA Archer system
  • Configure the look and feel of the RSA Archer interface
  • Create or edit an application
  • Import data
  • Set up email notifications
  • Create data-driven events and calculated fields
  • Manage user access
  • Automate work streams
  • Complete a questionnaire
  • Perform a data feed
  • Search and report on data
  • Set up a dashboard
  • Migrate changes between environments
  • Identify additional support resources


Course Outline

  • Introduction to RSA Archer
    • RSA Archer Overview
    • Introduction to the case study
  • General Navigation
    • Interface components
    • Managing content records
  • Configure the Appearance
    • Managing Themes
    • Managing the Appearance
  • Centralize and Organize Data
    • Data structure
    • Application Builder overview
    • Inside Manage Applications
    • General Application Properties
    • Field Management
    • Page Layout
    • Navigation Menu
  • Import Data
    • Using the Data Import Manager
  • Alert Users to Data Changes
    • Creating Letterheads
    • Managing Subscription Notifications
    • Troubleshooting Tips
  • Optimize the User Experience
    • Data-Driven Events
    • Calculated Fields
    • Troubleshooting Tips
  • Manage User Access
    • Access Control Basics
    • User Accounts
    • Access Roles
    • Groups
    • Record Permissions
    • Private Fields
    • Troubleshooting Tips
  • Automate Work Streams
    • Configure a two-stage workflow
  • Questionnaires
    • Question Library Overview
    • Questionnaire Creation Process
    • Completing a Questionnaire
  • Integration Options
    • Data Feed Manager
  • Search and Report on Data
    • Quick Search
    • Advanced Search
    • Statistics Search and Chart Options
    • Reporting
  • Communicate Information to Stakeholders
    • iViews
    • Dashboards
    • Workspaces
    • Additional Configuration Options
  • Packaging for Production
    • Creating Packages
    • Installing Packages
    • Advanced Package Mapper
  • Design Best Practices
    • Field Design Tips
    • Application Layout Tips
    • Data-Driven Event Tips
  • Application Creation Case Study
    • Hands-on exercise in which participants are challenged to build a best-in-class application with minimal assistance
  • Course Summary
    • Customer Support Options
    • Certification Exam Information









In order to register for a class, you need to first create an EMC account
If you need further assistance, contact us