Configuration - 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

To configure a COLD processor:

  1. In the Configuration module, select Import | COLD/ERM Processor. The COLD Processor Configuration dialog box is displayed.
  2. Type the name of a new format in the data entry field and click Create. Alternatively, select an existing COLD processing format to work with from the COLD Processing Format list.
  3. Once the process format is created or selected, work with the buttons on the right side of the dialog box to further configure the process format. For a new format, it is advisable to start with Settings and work your way down in order to ensure that everything for the processing format is configured. For more information on each of the buttons, see subsequent sections of this manual.
    Each time the COLD processor's configuration is changed, those changes are immediately available in the Client module. The following two exceptions apply:

    • If a new Document Type is added, the Client module must be re-launched to see the change.

    • The COLD queue will need to be closed and re-opened to see any changes.

    Note:

    The Delete button can be used to remove a COLD Processor from this dialog box, resulting in its removal from the COLD Queue window as well.

  4. When all configuration parameters have been defined, click Close.