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 Configuration welcome screen is displayed.

    If another version of the Configuration module 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 Configuration module.

    Note:

    A previous version of the Configuration module 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 Configuration module.

  2. Click Next. The Destination Folder dialog box is displayed.
  3. Enter the top-level installation directory in the field provided, or click Change to browse to it.
    Note:

    This location does not affect components not installed under the top-level directory. If the installer provides for the installation of multiple components, the specific installation locations of each component can be changed later in the installation process.

    If Change is clicked 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, then click OK.

    If the Destination Folder is not changed, the default location is used.

  4. Click Next. The Data Source dialog box is displayed.
  5. 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.

  6. Click Next. The Configuration Options dialog box is displayed.

    This dialog box allows you to add any command line parameters to the Configuration 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.

  7. Click Next. The Ready to install dialog is displayed.
  8. 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.
  9. Click Install to continue with the installation, or click Cancel to cancel the installation.
  10. 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.