COLD Configuration Export/Import - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM

Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Essential
Premier

With COLD Process Export/Import you can export a configured COLD Processor from one document management system into another. The following COLD Processor configuration elements are exported:

  • Document Types/Document Type Groups associated with the configured COLD Processor

  • Keyword Types defined for the COLD Processor's Document Types

  • Keyword Type Groups associated with the COLD Processor's Document Types

  • COLD Processor Field Order parameters (e.g., Keyword Values, tags, ID Strings, Continuation Strings, etc.)

This is a useful tool for re-installing COLD on the same system or for portability to another system or for backup purposes.

Both the export and import process occurs in the Configuration module.

Note:

Configuration elements that are not directly configured for the Document Type, but are referenced by the Document Type, are NOT exported (Disk Groups, Auto-foldering structures or Workflow configurations, for example).

Note:

Multi-Instance Keyword Type Group functionality is not supported for COLD Configuration Import/Export.