Introduction - 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

Archive Services for Microsoft SharePoint allows users to archive documents into OnBase from the Microsoft SharePoint ® document library interface. When you archive SharePoint documents into OnBase, you can take advantage of OnBase 's robust document retention and security features.

Note:

Archive Services for Microsoft SharePoint is best used as a day-forward archival process and is not recommended for bulk import of large amounts of documents that exist in Microsoft SharePoint

Archive Services for Microsoft SharePoint offers several methods for archiving documents. Document archival can be:

  • Performed by users on an ad-hoc basis.

  • Triggered to occur upon document check-in: either for all documents or for documents that meet specific criteria.

  • Scheduled to occur after a specified period.

You can also automatically index documents archived to OnBase by mapping OnBase Keyword Types to SharePoint metadata. Documents can be archived to OnBase fully indexed without any user interaction.

User authentication can be performed using Active Directory authentication or SharePoint Portal Server's Single Sign On service.

For information about Active Directory authentication, see the Legacy Authentication Methods module reference guide.