Change Tracking Overview - Change Control - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Change Control

Platform
OnBase
Product
Change Control
Release
Foundation 22.1
License
Standard
Essential
Premier

From OnBase Studio, you can view configuration changes that are made to the system configuration environment.

The following configuration item types can be tracked:

  • All items configured in OnBase Studio

  • AutoFill Keyword Sets

  • Cascading Data Sets

  • Currency Formats

  • Document Composition Categories

  • Document Composition ODBC Inputs

  • Document Composition templates

  • Document Types

  • Document Type Groups

  • Keyword Types

  • Keyword Type Groups

  • Notifications

  • Reverse AutoFill Keyword Sets

  • Unity Form Data Sets

  • Unity Form Templates

  • Unity Form Themes

  • WorkView Screen

  • WorkView View

You can search for configuration changes by date, configuration item name, configuration item type, and by the user who made the change. Search results displayed in Change Tracking can be saved to a CSV file.

To view and save configuration change search results:

  1. In OnBase Studio, in the Change Control ribbon group on the Home tab, click View Changes. The Change Tracking dialog box is displayed:

    The date and time of the last search and the number of results of the current search are displayed at the bottom of the Change Tracking dialog box.

    To view the current data source, Application Server, and user accessing Change Tracking, click the info icon:

  2. To search for specific changes, specify the following parameters:

    Parameter

    Description

    Start Date

    Enter a start date or select a start date by clicking the calendar icon to view configuration changes made after that date. The default value is two weeks before the current date.

    End Date

    Enter an end date or select an end date by clicking the calendar icon to view configuration changes made before that date. The default value is the current date.

    Item Name

    Enter the name of a configuration item to view configuration changes made to it.

    Configuration Type

    Enter a configuration type or select one or more configuration types from the drop-down list to view configuration changes made to configuration items of those configuration types. To clear selected configuration types, click Clear current selection:

    User

    Enter the name of a user to view configuration changes made by that user.

    To clear all search parameters and reset the start date and end date to their default values, click Reset.

  3. Click Search.The search results are displayed with the following columns:

    Column

    Description

    Date

    The date the configuration change was made.

    Item ID

    The Item ID of the configuration item that was changed.

    Item Name

    The name of the configuration item that was changed.

    Configuration Type

    The configuration type of the configuration item that was changed.

    Change Type

    The type of configuration change that was made, for example, creating, modifying, or deleting a configuration item.

    User

    The name of the user who made the configuration change.

    Change Source

    The module used to make the configuration change.

  4. To sort the search results by a column, click the column header.
  5. To filter the search results by specific values in a column, use the operators and drop-down lists below the column header. For more information, see Filtering Change Tracking Columns.
  6. To save the search results to a CSV file, click Save Results.
  7. In the Windows Save As dialog box, specify a location and enter a file name for the search results CSV file.
  8. Click Save.
  9. Close the Change Tracking dialog box.