Installation Using the Graphical User Interface - Client and Configuration Installers - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client and Configuration Installers

Platform
OnBase
Product
Client and Configuration Installers
Release
Foundation 23.1
License
Premier
Standard
Essential

To run the installer with the graphical user interface:

  1. Double-click setup.exe, or launch it using Start | Run from the Windows task bar. The OnBase Client welcome screen is displayed.

    If another version of the OnBase Client is installed, a prompt is displayed asking if you would like to upgrade the current installation.

    • Click No to cancel the installation and exit the installer.

    • Click Yes to install the newer version of the OnBase Client.

    Note:

    A previous version of the OnBase Client can be removed using the Add/Remove Programs function in the Windows Control Panel. You must be logged in as an Administrator in order to use Add/Remove Programs to remove the OnBase Client.

  2. Click Next. The Custom Setup dialog box is displayed.
  3. Click the drop-down list beside the name of a component to display the installation options:

    Option

    Description

    Will be installed on local hard drive

    Installs the selected feature and does not install any dependent, optional functionality. To view optional functionality, click the + icon next to the feature to expand the sub feature list.

    Entire feature will be installed on local hard drive

    Installs the selected feature and any dependent functionality. To view the dependent functionality, click the + icon next to the feature to expand the sub feature list.

    Entire feature will be unavailable

    Select this option to remove a feature from the list of features to install.

  4. Select This feature will be installed on local hard drive for each component you want to install.
    To install all components, select Entire feature will be installed on local hard drive from the drop-down list beside the top-level component.
  5. To determine the amount of space available for installation of the selected components, click Disk Usage. The Disk Space Requirements dialog box is displayed, with information on the space required for the selected components and the space available on the drives accessible by the installation machine.
  6. To change the installation location of a component, select it and click Browse. The Change destination folder dialog box is displayed.

    Enter a Folder name in the field provided or select it from the Look in drop-down list. If the destination folder is not changed, components are installed to the default locations listed in the following table.

    If the location is not changed, components are installed to the default locations listed in the following table.

    Component

    Default Location

    OnBase Client

    C:\Program Files\Hyland\ OnBase Client\

    Note:

    The Document Composition files are installed to the Document Composition sub directory at this location.

    Mail Services

    This component is installed to the same location as the OnBase Client.

    OnBase Client API

    This component is installed to the same location as the OnBase Client.

    DCOM Configuration

    This component is installed to the same location as the OnBase Client.

    Note:

    Under 64-bit systems, the Program Files (x86) folder is used by default (e.g., C:\Program Files (x86)\Hyland\ OnBase Client\).

  7. Click Next. The Data Source dialog box is displayed.
  8. Select Specify System ODBC to set a system-level ODBC connection as the default data source that is displayed to the user when logging in, then select from the drop-down list the connection you want to set as the default. The default connection can still be changed by the user at log in and is overridden by the -ODBC command line switch.
    Note:

    Do not select this option if there are no system ODBC data sources configured. If there are no ODBC data sources configured, the Next button is disabled if this option is selected.

  9. Click Next. The Client Options dialog box is displayed.

    This dialog box allows you to add any command line parameters to the OnBase Client shortcut that is placed on your Windows desktop. For example, if you want to automatically log in to your OnBase system, the autologon parameters can be added in the field provided.

    Tip:

    See List of Command Line Switches for more information on the available parameters.

  10. Click Next. The Ready to install dialog is displayed.
  11. Select Create Desktop shortcut(s) when applicable to create shortcuts to the installed components in the Windows Start | All Programs | Hyland menu, on the Windows desktop, or in both locations, when applicable.
  12. Click Install to continue with the installation, or click Cancel to cancel the installation.
  13. When the installation is complete, click Finish.
    Tip:

    In order to ensure that the required system settings take effect, it is a best practice to restart the installing machine once the installer has finished.