Usage

Archive Services for Microsoft SharePoint

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

Documentation Notice
Overview
Introduction
Licensing
Installation
Requirements
General Requirements
Third-Party Software
Licensing
Pre-Installation
Installer Options
Installation for SharePoint 2019
Installing Configuration Management (SharePoint 2019)
Installing Archive Services (SharePoint 2019)
Configuring General Settings for the Viewer (SharePoint 2019)
Enabling the Initialization Timer Service
Applying Browser Settings for the Viewer (SharePoint 2019)
Adding a Unique Icon for Archived Documents (SharePoint 2019)
Enabling Access to Archive Services Configuration (SharePoint 2019)
Reverting to the Default Settings
Turning off Strict File Handling & Security Validation (SharePoint 2019)
Configuring the Application Server (SharePoint 2019)
Example Configuration
Configuring Optimization for Windows Authentication
Configuring the Web Server (SharePoint 2019)
Configuring Cross-Domain Settings
Configuring the Cookie Handling Setting
Configuring Web Server Settings for Document Pop
DocPop Authentication Considerations
Configuring Active Directory Enhanced Settings
Enabling Impersonation
Configuring Optimization for Windows Authentication
Repair or Remove an Installation
Troubleshooting
ActiveX Controls Fail to Load
Configuration Error: Application Pool User Has Insufficient Privileges
Could not parse value for Keyword Type
Document Types Are Not Available for Mapping
Keyword Type Fields Are Missing
Keyword Values Are Set to NULL
Scheduled Archive Method Is Not Available
Scheduled Archival Is Not Working
SharePoint 2019
Additional Steps
Some keyword values were truncated
Untrusted HTTPS Certificate Errors
Version of file is > max allowed archive size
Viewer Error: An error occurred while loading Workflow
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Contacting Support
Configuration
Overview
Planning Your Configuration
SharePoint Site Configuration
Activating the Archive Services Feature
Mapping a Backup Document Type
Allowing Management of Content Types on Libraries
SharePoint 2019
Mapping Content Types and Columns
Mapping & Inheritance
Mapping Document and Keyword Types
Mapping Symbols
Compatible Data Types
Mapping Document Authors & Editors
Required Keyword Types
Enabling Archive Services for a Content Type
Configuring Archive Method Options
Ad-Hoc Archive
Ad-Hoc Archival Keyword Behavior
On Check-in Archive
Forcing Check-in Archival upon Document Creation
Scheduled Archive
Storage and Revisions
Revisions and Versions of Files Maintained in SharePoint
Rules
Usage
Usage
Archiving Documents
Ad Hoc Archival
Check-in Archival
Re-Archiving Files
Versioning
Document Retrieval
System Interaction
EDM Services
Integration for Microsoft Search
Viewing Documents
Viewing Documents Overview
Workflow Viewer
Viewing Documents from Links
Viewing Documents
Document Viewer
PDF Viewers
Document Viewer Shortcuts
Navigating Documents
Zooming In and Out
Searching for Internal Text
Viewing Previous or Next Documents
Access Document Keyword Values
Re-indexing
Re-Indexing Documents
Keywords with Drop-Down Lists
Re-Indexing Document Revisions
Considerations for Re-Indexing Documents and Adding or Modifying Keyword Values
Retrieving Cross-Referenced Documents
From Image or Text-Based Documents
From E-Forms or HTML Documents
From PDF or OLE Documents
Deleting Documents
Deleting an Open Document
Navigate
Scale
Process
Send To Options
Display Considerations
From an Open Document
From the Document Search Results List
Emailing Documents
Emailing a Document
Attachment Display Considerations
Using the Mail Message Dialog Box
Checking Names and Addresses
Send To | Clipboard - Copying Documents to the Clipboard
Send To | Create New Document - Creating New Documents from Existing Documents
Adding Documents to an Envelope
Saving Documents to Files
File Naming Conventions
Saving Multiple Documents to a Zip File
Character Substitutions
Sending Documents to Print Queues in the Web Client
Print Queue Dialog Box Options
Toolbars in the Document Viewer
Options Button - Viewer Options
Changing Thumbnail Size
Suppressing Blank Pages
Pages Toolbar - View Document Thumbnails
Show or Hide Thumbnails
Navigating the Document Using Thumbnails
Reordering Pages in a Document Using Thumbnails
Adding Pages to a Document Using Thumbnails
Deleting Pages from a Document Using Thumbnails
Notes and Annotations
Notes Overview
Note Icons
Options
View Notes - Open and View Notes or Annotations
Viewing Notes
Moving Notes
Adding Notes, and Editing and Deleting Notes and Annotations
Add a Note
Edit Note or Annotation Text
Editing Note Type Privacy Options
Deleting a Note
Changing the Note Type
Notes Dialog Box
Viewing a Document in the Notes Dialog Box
Viewing a Note in the Notes Dialog Box
Adding a Note in the Notes Dialog Box
Editing a Note in the Notes Dialog Box
Deleting a Note in the Notes Dialog Box
Setting Note Privacy Options
Notes Pane Viewer for OLE Documents
Annotations
Annotations Toolbar
Creating Annotations
Moving and Resizing Annotations
Redactions
Creating a Redaction
Staples
Working with Staples
Stapling Documents from Open Documents
Stapling Documents with the Stapler Icon
Viewing Stapled Documents
Moving Staple Notes
Editing Staples
Deleting a Staple

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