After enabling the third-party application for use with OnBase(see the Installation chapter of the Application Enabler module reference guide) there are several items that must be configured in OnBase using the OnBase Configuration module:
Keyword Types that match those used in the enabled application;
Document Type Groups and Document Types for documents archived using the enabled application;
File Cabinets and Folder Types for use with documents archived using the enabled application.
After completing the OnBase configuration steps, the enabled application must then be mapped to OnBase using the “puzzle piece” Configuration page of the Application Client Connector.
Detailed instructions on how to configure the following elements in OnBase are available in the System Administration module reference guide or, in the case of Folders and File Cabinets, in the Folders module reference guide.
This section outlines only those steps specifically required during configuration to ensure a functioning Application Enabler.