Configuring General Settings for the Viewer (SharePoint 2019) - 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

Before configuring Archive Services for Microsoft SharePoint, first provide the URL to the OnBase Web Server in Central Administration. Then, specify whether to include OnBase Workflow elements in the viewer that displays OnBase documents. Workflow elements include ad-hoc tasks, a work folder displaying related OnBase documents, and a status bar showing the life cycles and queues where the document resides.

To configure general settings for the viewer:

  1. Open SharePoint Central Administration.
  2. Click General Application Settings from the left side of the page.
  3. Under External Service Connections, click OnBase Settings:

    The General Settings page is displayed.

  4. In the OnBase URL field, type the URL of the OnBase Web Server. For example: http://webserver03/AppNet
  5. Select additional options, if needed:

    Option

    Description

    Show Workflow viewer

    Select this option to provide OnBase Workflow functionality in the OnBase viewer. For information about the Workflow viewer, see Workflow Viewer.

    Note:

    When this option is selected, the OnBase URL specified here must use the same case as the dmsVirtualRoot value in the Web Server's Web.config. Otherwise, the viewer displays an error.

    Use ActiveX Viewer

    Keep this option disabled.

    As of Foundation 22.1, the ActiveX version of the Web Client is no longer supported.

    Install OnBase Initialization Timer Service

    Select to install the OnBase Initialization Timer service, which checks the Web Server and Application Server every minute to determine whether they are initialized, or prepared to receive requests from the OnBase SharePoint integrations.

    If the Web Server and Application Server are not initialized (for example, because their application pools were recycled), then the service initializes them so that requests from the OnBase SharePoint integrations will be processed more quickly.

    If you choose not to use the service, then users may have to wait while the OnBase Web or Application Server initializes before their requests are processed.

    To uninstall the service, clear this option.

    Document Pop Type

    Specify the Pop Type to be used to display documents in the OnBase Viewer.

    Select DocPop to view documents in the default viewer.

    Note:

    See the DocPop documentation for more information.

    Select PDFPop to view documents in the web-based PDF viewer. All documents opened with PDFPop behave as PDFs.

    Note:

    See the Web Client documentation for more information.

    Select UnityPop to view documents in the Unity Client using UnityPop links.

    Note:

    See the Unity Client documentation for more information. The Unity Client license is required to use this option.

    Select AEPop to use Application Enabler Pop to view documents.

    Note:

    See the Application Enabler documentation for more information. The Application Enabler license is required to use this option.

    Service Account

    Specify the service account credentials to use.

    In the Username field, type the service account user name.

    In the Password field, type the service account password.

    Note:

    The service account credentials are required.

  6. Click OK. If you selected Install OnBase Initialization Timer Service, continue to the following procedure, Enabling the Initialization Timer Service.