Configuring User Settings - CAD Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

CAD Services

Platform
OnBase
Product
CAD Services
Release
Foundation 23.1
License

Your CAD Services users must have rights to the SYS Markup Image Document Type in order to review and mark up documents through the Unity Client. To assign these privileges to a user, follow these steps:

  1. From the OnBase Configuration module, select Users | User Groups / Rights.
  2. Select the user group to configure, then click Document Types. The Assigning Document Types dialog box is displayed.
  3. Select the SYS Markup Image Document Type and Add it into the Selected for Group field.
  4. Click Close.
    Note:

    In order for your configuration changes to take effect, you must reset the cache of the OnBase Application Server. The cache can be reset from the Service Monitoring dialog box in the OnBase Configuration module. A cache reset can take up to one minute to be reflected for all users. Users currently logged in must log out and log back in to gain configuration changes after a cache reset.

    CAUTION:

    Using the Reset Cache option in OnBase Configuration or the Reset Server Cache option in OnBase Studio may have a negative impact on system performance. Requests to the Application Server will be forced to wait until the cache is rebuilt before they can be processed. Depending on the size of the OnBase system, as well as the current server load, the performance impact of resetting the cache may be severe. To avoid performance issues, only reset the cache of the Application Server during off-peak hours. For more information about the Reset Cache option in OnBase Configuration, see the System Administration documentation. For more information about the Reset Server Cache option in OnBase Studio, see the Studio documentation.