Archer Experts Records Retention Tool & Utility

Document created by Susan Read-Miller Employee on Nov 6, 2017Last modified by Susan Read-Miller Employee on Aug 14, 2018
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Archer Experts

 

The Archer Experts’ Records Retention Utility is designed to meet Corporate Record Retention requirements for RSA Archer Customers. It allows users to easily bulk export any RSA Archer Global report, including attachments, with supporting metadata.  The utility executes external to the Archer platform on a Windows operating system environment and is designed to run on a user’s desktop or server environment. 

 

Key Features

The Archer Experts’ Records Retention tool & utility includes the following features:

  • Users select global reports for any RSA Archer application or questionnaire.
  • Reports are exported in bulk as their own individual file using any of the RSA Archer supported file formats, including mail merge template.
  • Attachments are exported in bulk from applications, questionnaires, and sub-forms.
  • A separate metadata file is created to support import into 3rd party record retention tools.
  • The utility provides a job scheduling feature to export content at a future date and time either one-time or recurring.
  • The Records Retention Utility contains an intuitive user interface that guides the user step by step through program execution.
  • The utility uses RSA Archer credentials to limit access to report content.

 

Supported Platform Version

The Archer Experts’ Records Retention tool & utility was developed for and validated for the following releases:

  • RSA Archer release 6.4
  • RSA Archer release 6.3
  • RSA Archer release 6.2 SP2
  • RSA Archer release 5.5 SP4 and above

 

For More Information

To learn more about the Archer Experts’ Records Retention tool & utility:

 

For Additional Support

To learn more about Archer Experts, LLC, please contact pblood@archerexperts.com or 877.871.0110. For technical support questions, please contact jberkowitz@archerexperts.com at 203.217-2258.

 

Archer Experts Records Retention - Choose Report, Application or QuestionnaireArcher Experts Records Retention - Choose Report, Application or Questionnaire

 

Archer Experts Records Retention - Manage Job ScheduleArcher Experts Records Retention - Manage Job Schedule

 

Archer Experts Records Retention - Export StatusArcher Experts Records Retention - Export Status

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