Mapping a Backup Document Type - 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

The following procedure is recommended but not required. To ensure all documents are archived to OnBase regardless of where in SharePoint they are archived from, map a general OnBase Document Type to content types at the site collection level. For example, you might configure a GEN - General Document Type and use it to trigger a Workflow that lets administrators review unidentified documents that are archived from SharePoint.

  1. From the SharePoint home page, click the Site Actions menu, and then select Site Settings.
  2. Under Web Designer Galleries, click Site Content Types.
  3. From the left column, click the name of the content type you want to map to a Document Type in OnBase.
  4. Under Settings, click OnBase Configuration.

    The OnBase Configuration screen is displayed.

  5. Under Settings, click Content Type Mappings.
  6. From the Document Type drop-down list, select the backup Document Type to which documents will be archived.
  7. To map any OnBase Keyword Types to SharePoint column types, drag and drop the column type from the right side of the screen to the Keyword Type on the left side of the screen.
    If you map any Keyword Types, the mapping will be inherited by any child sites that you configure for OnBase. See the following topic for a description of how mappings are inherited.
  8. Click OK.
  9. Repeat for each content type you are using.