Using Contexts - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Standard - Essential
Application Enabler
Platform
OnBase
Product
Application Enabler
Release
Foundation 23.1
License
Premier
Standard
Essential
Documentation Notice
Overview
Introduction
Applications
Retrieval
Indexing
Form Creation
Cross-Departmental Access / Central Data Repository
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Licensing
Web Client Requirements
Application Enabler User Account Control Statement
Load Balancing
Application Enabler and Data Execution Prevention (DEP)
Line-of-Business Application Requirements
Windows Applications
Text-Based Applications
HTML-Based Applications
Java-Based Applications
Dynamics GP Applications
Pre-Installation
Application Enabler Configuration Installation
Installer Requirements
Installer Prerequisites
Installer User Permissions
Running the Installer
Change, Repair, or Remove an Installation
Running the Installer from the Command Line
Feature Names
Properties
Application Enabler Installation
Installation Requirements for Applications Using Named Pipes
Command-Line Switches
Application Enabler CommServer Mode
-AECOMM
-AELEGACY
Bar Code Generator
-AE:COMM
OnBase Client
-AE
-AE:INDEX
-AE:RETRIEVE
Unity Client
-AE:DEMO
-AE:S
-AE:V
-AE:VT
-AE:VT,XML
-AE:VXML
-AE:"[full file path]"
-AE:AL -AE:UN="[username]" -AE:PW="[password]"
-deferredlogin
Application Enabler Configuration
Backup/Recovery
Upgrade Considerations
Application Enabler Upgrade Considerations
Troubleshooting
Cannot Start Application
Verbose Mode
scrapeXml
timestamp
Assorted Issues
OCR Issues
Contacting Support
Configuration
Configuration Overview
Configure User Groups and Rights
Configure Document Types, Keywords, Workflow Queues, and Forms
Pre-Plan Your Configuration
Configuring the Service Location for Application Enabler Configuration
Application Enabler Configuration Interface
Opening Application Enabler Configuration
Application Enabler Configuration Toolbar Buttons
Menu Bar
File Menu
Edit Menu
View Menu
Tools Menu
Help Menu
Enabling Line-of-Business Applications
Options
Startup Tab
Workstation Tab
Advanced Tab
Accessing Previous Configurations
Enabling 64-Bit Applications
Enabling Connections
Enabling Smart-Screen Applications
Configuration Overview for Smart-Screen Applications
Step by Step Configuration
Open the Line-of-Business Application
Create Links Between Line-of-Business Application Screens/Fields and System Keywords
Create a New Smart-Screen Configuration
View Window Info Tree
Logging on to OnBase
Select Document Types
Associating Keyword Types, Unity Form Fields, or WorkView Attributes
>>Document Date, >>Document Handle - From, >>Document Handle - To, >>From Date, >>Non-keyword Hotspot, and >>To Date
Settings
The General Tab
Setting a Keyword as Required
Table
Character Stripping
Parsing
Extract Characters at the Beginning of a Line
Extract Characters at the End of a Line
Extracting Words
Appending Prefixes and/or Suffixes to Scraped Keyword Values
Currency and Date Keyword Formatting
Currency Keyword Formatting
Date Keyword Formatting
Properties Dialog Box
Mouse and Keyboard Events and Contexts
Caption
Window ID
Text
Windows Clipboard
DDE
OCR
Save and Close
Opening Existing Configurations
Editing Existing Configurations
Enabling Windows Applications
Configuration Overview for Windows Applications
Step by Step Configuration
Open the Line-of-Business Application
Create Links Between Line-of-Business Application Screens/Fields and System Keywords
Create a New Windows Screen Configuration
View Window Info Tree
Configuring Mapping Rules
Determining the Accepted Delta Variance
Logging on to OnBase
Select Document Types
>>Document Date, >>Document Handle - From, >>Document Handle - To, >>From Date, >>Non-keyword Hotspot, and >>To Date
Settings
Setting a Keyword as Required
Table
Character Stripping
Parsing
Appending Prefixes and/or Suffixes to Scraped Keyword Values
Currency and Date Keyword Formatting
Currency Keyword Formatting
Date Keyword Formatting
Properties Dialog Box
Mouse and Keyboard Events and Contexts
Caption
Window ID
Text
Windows Clipboard
DDE
OCR
Save and Close
Opening Existing Configurations
Editing Existing Configurations
Enabling Text-Based Applications
Configuration Overview for Text-Based Applications
Step by Step Configuration
Open the Line-of-Business Application
Create Links Between Line-of-Business Application Screens/Fields and System Keywords
Create a New Text Configuration
Screen Name Identification String
View Window Info Tree
Logging on to OnBase
Select Document Types
Associating Keyword Types, Unity Form Fields, or WorkView Attributes
>>Document Date, >>Document Handle - From, >>Document Handle - To, >>From Date, >>Non-keyword Hotspot, and >>To Date
Settings
Setting a Keyword as Required
Character Stripping
Parsing
Appending Prefixes and/or Suffixes to Scraped Keyword Values
Currency and Date Keyword Formatting
Currency Keyword Formatting
Date Keyword Formatting
Properties Dialog Box
Mouse and Keyboard Events and Contexts
Caption
Window ID
Text
Windows Clipboard
DDE
OCR
Save and Close
Opening Existing Configurations
Editing Existing Configurations
Enabling HTML-Based Applications
Configuration Overview for HTML-Based Applications
Step by Step Configuration
Open the Line-of-Business Application
Create Links Between Line-of-Business Application Screens/Fields and System Keywords
Create a New HTML Screen Configuration
HTML Table Element Dialog Box
Values Dialog Box
View Details
View Window Info Tree
Logging on to OnBase
Select Document Types
Associating Keyword Types, Unity Form Fields, or WorkView Attributes
>>Document Date, >>Document Handle - From, >>Document Handle - To, >>From Date, >>Non-keyword Hotspot, and >>To Date
Settings
Setting a Keyword as Required
Character Stripping
Parsing
Appending Prefixes and/or Suffixes to Scraped Keyword Values
Currency and Date Keyword Formatting
Currency Keyword Formatting
Date Keyword Formatting
Properties Dialog Box
Mouse and Keyboard Events and Contexts
Caption
Window ID
Text
Windows Clipboard
DDE
OCR
Save and Close
Opening Existing Configurations
Editing Existing Configurations
Limitations When Enabling Drop-Down Lists, Radio Buttons, and Check Box Fields
Drop-Down Lists
Radio Buttons
Check Boxes
Enabling Java-Based Applications
Configuration Overview for Java-Based Applications
Step by Step Configuration
Open the Line-of-Business Application
Create Links Between Line-of-Business Application Screens/Fields and System Keywords
Create a New Java Screen Configuration
View Java Info Tree
Logging on to OnBase
Select Document Types
Associating Keyword Types, Unity Form Fields, or WorkView Attributes
>>Document Date, >>Document Handle - From, >>Document Handle - To, >>From Date, >>Non-keyword Hotspot, and >>To Date
Settings
Setting a Keyword as Required
Character Stripping
Parsing
Appending Prefixes and/or Suffixes to Scraped Keyword Values
Currency and Date Keyword Formatting
Currency Keyword Formatting
Date Keyword Formatting
Properties Dialog Box
Mouse and Keyboard Events and Contexts
Caption
Window ID
Text
Windows Clipboard
DDE
OCR
Java AccessName
Save and Close
Opening Existing Configurations
Editing Existing Configurations
Enabling Microsoft Dynamics GP Applications
Configuration Overview for Microsoft Dynamics GP Applications
Step by Step Configuration
Open the Line-of-Business Application
Create Links Between Line-of-Business Application Screens/Fields and System Keywords
Create a New Dynamics GP Screen Configuration
View Window Info Tree
Logging on to OnBase
Select Document Types
Associating Keyword Types, Unity Form Fields, or WorkView Attributes
>>Document Date, >>Document Handle - From, >>Document Handle - To, >>From Date, >>Non-keyword Hotspot, and >>To Date
Settings
Setting a Keyword as Required
Character Stripping
Parsing
Appending Prefixes and/or Suffixes to Scraped Keyword Values
Currency and Date Keyword Formatting
Currency Keyword Formatting
Date Keyword Formatting
Properties Dialog Box
Mouse and Keyboard Events and Contexts
Caption
Window ID
Text
Windows Clipboard
DDE
OCR
Save and Close
Opening Existing Configurations
Editing Existing Configurations
Enabling Applications Using OCR
Configuring Hotspots
Selecting a Hotspot
Select Folder Type, Keyword Values Used, Document Types, Keyword Types, Date Parameters, and Other Elements
Configuring Document Composition
Configuring the Context to Not Prompt for Template Selection
Configuring Adaptive Contexts
Setting Date Parameters for Retrieval
Configuring Memorization
Configuration Changes
Setting a Default Configuration
Using a Command Line Switch
Using the Unity Client Configuration File
AECommServer
Configuring the Web Client to Use Application Enabler
Authenticode Signature Verification
Using Contexts
Application Enabler Contexts
Compose Document
Create New E-Form
Create New Unity Form
Create WorkView Object
FolderPop
Requirements for Using FolderPop Retrieval
Generate Document Packet
Index
Patient Window
Requirements for Using Patient Window Retrieval
Retrieve Deficiencies
Requirements for Using DeficiencyPop Retrieval
Retrieve Document Tracking Folders
Retrieve Documents
Retrieve Folders
Retrieve in Workflow
Retrieve Plan Review Projects
Retrieve WorkView Objects
Run Custom Query
Run Script
Run Unity Script
Upload Document
Bar Code Generator Contexts
Render Barcode Pages
Desktop Contexts
Create New E-Form
Index
Retrieve Documents
Retrieve Folders
Retrieve in Workflow
Run Custom Query
Run Script
Disconnected Scanning Contexts
Cancel Index
Index
Front Office Scanning Contexts
Index
Office Integration Contexts
Index
OnBase Client Contexts
Cancel Index
Index
Retrieve Documents
Allowing Document Retrieval to be Minimized
Retrieve Folders
RAC Audit Contexts
Audit Search
Patient Search
Web Client Contexts
Cancel Index
Index
Retrieve Documents
Retrieve Folders
Context Mappings
Creating a Custom Element for Sorting Documents upon Scrape
Creating a Custom Element for Document Packet Generation
Configuring HTTPAutomation and HTTPSAutomation
Configuring HTTPAutomation
Configuring HTTPSAutomation
Posting Scrape Events to Application Enabler
Merging Configuration Files
Migrating Configuration Files
Application Enabler and Scanning
Application Enabler Live Configuration
Demo Mode
Using Demo Mode for Debugging Configuration
System Interaction
Data Capture Server
Document Imaging
Integration for Epic
Workflow
Application Enabler Best Practices
Application Enabler Best Practices
Configuration
Enabling Applications
Windows Applications
OCR
Step by Step Configuration
Properties Dialog Box
Mouse and Keyboard Events and Contexts
Testing a Configuration
Installation
Enabling Java Applications
AEPop Link Configuration
AEPop Link Configuration Overview
Requirements
AEPop Character Limitations
AEPop Date Keyword Formatting
Context Limitations
Creating AEPop Links
Creating AEPop Links Manually
Gathering the Scrape Data XML
Manually Formatting the Scrape Data XML
Encoding the Scrape Data XML
Formatting the Encoded Base64 Data
Manually Creating the AEPop Link
Testing The AEPop Link
Creating AEPop Links Using The Demo Interface
Accessing the AEPop Link Creation Demo Interface
Formatting the Scrape Data XML
Testing Generated AEPop Links
Connector Configuration
Connector Configuration Overview
Requirements
HTTPAutomation and HTTPSAutomation
AEPop Connector Links
Configuration
Creating a New Action
Managing Connections
Modifying Connections
Modifying Categories
Modifying Actions
Advanced Action Configuration Settings
Configuring a Method to Consume Connections
JSON Object
Parameterized URL
AEPop Connector Link
Pre-Process Scripting for Advanced Parsing
Pre-Process Scripting for Advanced Parsing Overview
Using Pre-Process Scripts
Pre-Process Scripting Requirements
Creating Pre-Process Scripts
Example of Parsing a Keyword Out of Window Title
DDE Pre-Process Scripting
DDE Scripting Requirements
Example
Non-Standard Configuration
Non-Standard Configuration Overview
Virtual-Key Codes
Virtual-Key Code Values
Usage
Definitions
General
Working with Application Enabler
Opening and Using an Existing Configuration
Keyword Validation
Using Discovery Mode
Using Demo Mode
Using OCR
Application Enabler Settings
Delays and Timeouts
Date Range
Using Retrieval Date Options
Memorized Keywords
Memorizing Keyword Values, Unity Form Fields, or WorkView Attributes
Configuration File
Diagnostics
Using Contexts
Application Enabler Contexts
Compose Document
Create New E-Form
Create New Unity Form
Create WorkView Object
FolderPop
Generate Document Packet
Index
Patient Window
Retrieve Deficiencies
Retrieve Document Tracking Folders
Retrieve Documents
Retrieve Folders
Retrieve in Workflow
Retrieve Plan Review Projects
Retrieve WorkView Objects
Run Custom Query
Run Script
Run Unity Script
Upload Document
Bar Code Generator Contexts
Render Barcode Pages
Desktop Contexts
Auto Login for Retrieval
Create New E-Form
Index
Retrieve Documents
Retrieve Folders
Retrieve in Workflow
Run Custom Query
Run Script
Disconnected Scanning Contexts
Cancel Index
Index
Front Office Scanning Contexts
Index
Office Integration Contexts
Index
Office Business Application Indexing
Office Business Application
Integration for Microsoft Outlook
OnBase Client Contexts
Cancel Index
Index
Retrieve Documents
Retrieve Folders
RAC Audit Contexts
Audit Search
Patient Search
Web Client Contexts
Cancel Index
Index
Retrieve Documents
Retrieve Folders
Using Application Enabler Live
Live Count Window
Live Retrieval Window
Application Client Connector
Application Client Connector Overview
The Integration Solution
The URL String
Usage
Accessing the ACC Viewer
Menu Options
View Documents
Scan a Document
Import Document
Importing Documents
Print Barcode Sheet(s)
Configuration
Exit
Indexing
Autofill Keyword Sets
Re-Indexing
Application Enabler
Configuration
Keyword Types
Document Type Groups and Document Types
File Cabinets and Folders
Child Folders
Application Client Connector Configuration
System Interaction
Single Sign-On
Upgrade Considerations