Configuration Overview for Text-Based Applications - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Essential - Standard

Application Enabler

Platform
OnBase
Product
Application Enabler
Release
Foundation 23.1
License
Premier
Essential
Standard

The configuration process creates links between line-of-business application data and the document management system keyword types. In order to create these links, do the following. A detailed description of each step is included in this manual.

  1. Open the line-of-business application to enable. See Open the Line-of-Business Application.
  2. Create links between line-of-business application fields and OnBase Document Types and Keyword Types. See Create Links Between Line-of-Business Application Screens/Fields and System Keywords.
    • Create a new text screen configuration.

    • Identify the text screen to enable.

    • Define the screen name identification string.

    • If no Name is displayed on the General section, click View Window Info Tree and find the ‘parent' of the control you are going to use. See View Window Info Tree for more information.

    • If necessary, adjust the mapping rules that Application Enabler will use to uniquely identify keywords on the line-of-business screen, with options provided after clicking Configure Mapping Rules.

    • If OCR should be used to identify text on the text screen, press View OCR text. For more information, see Enabling Applications Using OCR.

  3. Log on OnBase. You have access to only those documents for which you have been granted rights. See Logging on to OnBase.
  4. Establish a link between the OnBase Keyword Types, Unity Form fields, or WorkView attributes to a location on the line-of-business application screen. See Associating Keyword Types, Unity Form Fields, or WorkView Attributes.
    • Click Settings to access formatting options. Select the appropriate stripping options to eliminate unwanted characters or spaces. Appropriate formatting options are available for date or currency. See Settings.

    Note:

    The formatting options on the Strip, Parse, and Append tabs can work in conjunction with one another. Formatting options are applied sequentially, such that options on the Strip tab are applied first, followed by options on the Parse tab, and then by options on the Append tab. Options on these tabs are also applied sequentially, from the top of the tab to the bottom of the tab.

    • Configure the Copy to Clipboard keystrokes.

  5. Configure properties. See Properties Dialog Box.
  6. Save your configuration. See Save and Close.
  7. Optionally, configure hotspots. See Configuring Hotspots.