Prerequisites - 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

Prior to configuring the COLD processor, the following prerequisite steps must be taken:

  • Configure Disk Groups. The Disk Group that the documents imported via the COLD processor will be stored in needs to be configured.

  • Create Keyword Types. The OnBase Keyword Types that are to contain metadata about the documents being imported need to have been created.

  • Create Document Type Groups. The Document Type Groups that the documents imported via the COLD processor will be stored in need to have been created.

  • Create Document Types. The Document Types that the documents imported via the COLD processor will be stored as need to have been created and configured according to the steps listed below:

    • Assign All Necessary Keyword Types. All Keyword Types that are to be associated with the Document Type should be assigned prior to configuring the COLD processor.