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

Archive Services for Microsoft SharePoint

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

The following information describes known issues with Keyword Type mapping. Additional testing or training may be required to ensure documents are correctly indexed when archived to OnBase.

  1. During interactive ad-hoc archival, the Keyword Type fields in the Document Import dialog box are not automatically populated with an AutoFill Keyword Set when the primary value is entered. The document is indexed with the AutoFill Keyword Set's values after the user clicks the Import button and the document is archived to OnBase. Test AutoFill Keyword functionality to ensure the AutoFill Keyword Sets are being applied upon import. If users will perform interactive archival, ensure they know and understand how AutoFill Keyword Sets are used with your solution.
  2. During interactive ad-hoc archival, single quotation marks in SharePoint columns are appended with a backslash when transferred to the OnBase Keyword Panel of the Document Import dialog box. For example, a value of John's Report becomes John\'s Report. The addition of the backslash can cause a Keyword value to exceed the OnBase Keyword Type's maximum length, and then the value may be truncated. If you are using ad-hoc archival, ensure users are aware of this behavior so that they can correct affected Keyword values as needed. Other archive methods are not affected by this behavior because they do not use the OnBase Keyword Panel.
  3. During interactive ad-hoc archival, a value of NULL may be displayed for the Keyword Type in the Document Import dialog box. This behavior occurs when the SharePoint value is incompatible with the OnBase Keyword Type and also when a SharePoint value has more characters than the mapped OnBase Keyword Type allows.
  4. During silent ad-hoc archival, if a SharePoint value has more characters than the mapped OnBase Keyword Type allows, then the value is truncated on the archived document. After a document is archived, the confirmation message displays every Keyword value that was truncated.