Megan Olvera

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Articles

Recent activity by Megan Olvera Recent activity Votes
  • Using Mail Merge with Archer

    Using Mail Merge with Archer is a free, self‑paced training course that teaches Archer administrators how to integrate Microsoft Word’s mail merge functionality with Archer to create dynamic, rec...

  • Archer Calculated Fields

    Archer Calculated Fields is an on‑demand, self‑paced course designed for Archer administrators who have completed foundational administration training and want deeper guidance on creating, managin...

  • Archer Control Panel & Archer Instance Manager

    This course provides a high‑level introduction to the Archer Control Panel for on‑premises deployments and the Archer Instance Manager for SaaS environments. Learners review standard features, com...

  • Troubleshooting Archer Errors and Performance Issues

    Course Overview Gain the skills needed to diagnose and resolve Archer errors, analyze system logs, and troubleshoot performance issues in on-premises Archer environments. This complimentary course...

  • Packaging in Archer

    Packaging in Archer is an on‑demand, self‑paced course that teaches administrators how to create, generate, install, and troubleshoot Archer packages. Participants learn when Packaging should be u...

  • Introduction to Archer APIs

    Introduction to Archer APIs is a free, self‑paced course that introduces the core concepts of APIs and how they are used within Archer. As the first course in a two‑part series, it helps Archer ad...

  • Archer APIs - A Deep Dive and Lab

    Archer APIs – A Deep Dive and Lab is an on‑demand, self‑paced lab course designed for Archer administrators who want hands‑on experience working with Archer’s SOAP, RESTful, and Content APIs. Lear...

  • Archer Installation and Upgrade

    Archer Installation and Upgrade is a hands‑on, self‑paced lab course that gives learners practical experience installing and upgrading Archer in a controlled, risk‑free environment. While the cour...

  • User Authentication in Archer (LDAP & SSO)

    This course provides a comprehensive, hands‑on overview of authentication in Archer, including how authentication works within the platform, available login methods, and user creation options. Par...

  • Custom Objects in Archer

    Effective Sept 24, 2026, this course has been discontinued. In its place is a new, free, offering:  Archer Custom Objects Fundamentals     This course provides a practical, hands‑on introduction ...