How to Set All Users to The Same Default Workspace and Dashboard in Archer

[Kb-Sync]

Article Number

000034506

Applies To

Product(s): Archer
Version(s): All Versions
Primary Deployment: On Premises/AWS Hosted/AWS SaaS

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Description

The Default Home Page for users cannot be changed in bulk for all users through the Archer UI.
The Default Home Page can be configured for a Group or Access Role, but this will only be applied to new users. Once the new user logs into Archer, the Group or Access Role's configured Default Home Page becomes that user's personal Home Page. However, any subsequent changes made to the Group or Access Role's Default Home Page will not affect that user, it will only affect new users created after this change.
This article provides a method to bulk update the Default Home Page for all users in Archer.

Resolution

To change all users to the same Home Page Workspace and Dashboard or to the Task-Driven Landing Page, use the below SQL scripts as follows:
Kindly note that necessary measures such as, but not limited to, taking a database backup and testing the script(s) in a non-prod environment first should be done before executing any SQL queries and/or applying any changes in the Database.

Change all users to the same Home Workspace and Dashboard:
Note: To find the Workspace and Dashboard IDs, go to the Manage Workspaces and Manage Dashboards pages, respectively. Both are found under Administration menu > Expand Workspaces and Dashboards > Click on Workspaces (for the Manage Workspaces page) or click on Dashboards (for the Manage Dashboards page), then click on the Show Column Chooser (eye) icon on the top right of the screen and check the ID checkbox, the IDs will be displayed.
Input the Workspace and Dashboard IDs into the script below:

UPDATE tblUser 
SET 
  default_home_workspace_id = '<input the workspace id>'
, default_home_dashboard_id= '<input the dashboard id>' 
WHERE user_type_id='1'

Change all users to the Task-Driven Landing Page:

UPDATE tblUser 
SET 
  default_home_workspace_id = '-1'
, default_home_dashboard_id= '-1' 
WHERE user_type_id='1'

Notes

The Task Driven Landing Page (TDLP) has been retired starting version 2024.06 as per Retiring the Task-Driven Landing Page (TDLP); therefore, updating the Home Page for users to the Task-Driven Landing Page is NOT applicable for version 2024.06 and later.
Additionally, any users' Home Pages that were previously set to TDLP will need to be updated to a Dashboard of the client's choosing starting from 2024.06. Please refer to How to Update The Task Driven Landing Page Home Page for Users to a Default Dashboard Following The Retirement of TDLP in Archer to achieve this.