Ad-Hoc Archive - Archive Services for Microsoft SharePoint - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Archive Services for Microsoft SharePoint

Platform
OnBase
Product
Archive Services for Microsoft SharePoint
Release
Foundation 22.1
License
Standard
Essential
Premier

Ad-hoc archive lets users choose which documents to archive to OnBase by selecting Archive Document To OnBase from the document's drop-down menu.

The ad-hoc archive method requires OnBase to be configured for Active Directory authentication. During ad-hoc archival, OnBase uses the Active Directory credentials of the user logged on to the machine to determine Document Type privileges. That user is then reflected as the document's creator in the document's history in OnBase. For information about configuring OnBase for Active Directory authentication, see the Legacy Authentication Methods module reference guide.

Additionally, if you plan on using interactive ad-hoc archival, be sure the following configurations are in place:

  • Both the OnBase Web Server and the SharePoint server are listed in the same Internet Explorer security zone (e.g., Local Intranet) on the machine where Archive Services for Microsoft SharePoint is being configured.

  • The Access data sources across domains setting is enabled for the Web Server's security zone in Internet Explorer.

Note:

If a user doesn't have the Create privilege for a Document Type, the user will not be able to archive documents to that Document Type using the ad-hoc archive method.

The following table describes the options for enabling and configuring the ad-hoc archive method:

Option

Description

Enable Ad-Hoc Archive

Allows users to ad-hoc archive documents from the document library by selecting a document and clicking Archive Document from the Files tab of the document library's ribbon menu.

Silent

Archives documents without user interaction. Document Types and Keyword Types are assigned based on the content type mappings you configured earlier.

Interactive

Allows users to modify indexing values before the document is archived.

When the user interactively imports a document, the Document Import dialog box is displayed. The user can select a different Document Type and change any Keyword Values.

If you choose this option, ensure you understand the Ad-Hoc Archival Keyword Behavior.