Configuration

Collaboration

Platform: OnBase
Product: Collaboration
Release: Foundation 23.1
License: Standard; Premier

Documentation Notice
Overview
Introduction
Discussion Objects
Workspaces
Email Notifications
Licensing
Simplified Licensing
Additional Licensing
Legacy Licensing
Installation
Installation Overview
Installing the Web Server
Configuring the Web Server web.config File
Requirements
General Requirements
Installing ActiveX Controls
Email Notifications
Licensing
Backup and Recovery
Backup
Exporting Application Pool and Virtual Directory Settings
Recovery
Restoring the Application Pool and Virtual Directory Settings
Troubleshooting
Common Issues
Error Messages
Contacting Support
Hyland ActiveX Controls Installers
Hyland ActiveX Controls Installers Overview
Installer Options
Installer Prerequisites
Installer User Permissions
Installer .NET Framework Requirements
Windows User Account Control Statement
Hyland Web ActiveX Controls Installer
Running the Installer
Controlling Installation from the Command Line
Optional Command Line Switches
Change, Repair, or Remove an Installation
Hyland ActiveX Integration Controls
Running the Installer
Controlling Installation from the Command Line
Change, Repair, or Remove an Installation
Configuration
Configuration Overview
Assigning the User Group Product Right
Configuring Templates
Disabling Thread Level Security
Configuring Notification URLs
Configuring the Distribution Service
Configuration Overview
Using the Distribution Service with Document Distribution
Configuration
Configuring the Email Sending Unity Scheduler Task
Creating Tasks
Configuring Tasks
Enabling the Distribution Service
Enable Email Automation
Send Attachments
Users Configuration Requirements
Configuring Test Mode
Adding Support for Multiple Data Sources
Configuring EML Transfer Encoding
Configuring the Distribution Service to Save Notifications as E-Mail (EML) Files
Sending Notifications in HTML Format
Sending Unity Forms
Configuring a Temporary File Cache
Configuring Retry Settings
Configuring Maximum Recipients
Configuring Default Sender Options
Displaying the User Who Triggered the Notification as the Sender
Configuring Attachment Options
Configuring Email Server Settings
Generating and Sending Test Notifications
Viewing Reports in the Unity Management Console
Troubleshooting
Logging Information to the Diagnostics Console
Messages Are Not Sent
Workstation Registration Not Found
"No Count" Is On
Version Mismatch
Message Content and Attachments Are Reversed
Unity Forms Limitations
Windows User Account Control Statement
Collaboration Best Practices
Collaboration Best Practices Overview
Usage Best Practices
Use Document Level Discussion Threads With Workflow
When Creating Discussion Threads
Enable Notifications
When Creating Workspaces
Use Templates
Limit Workspaces by Subject
Configure Attributes
Use a Naming Convention
Configure Accurate Workspace Descriptions
Enable Notifications
Disable Inactive Workspaces
Avoid Deep Thread Nesting
Configuration Best Practices
Configure Workspace Templates
Disable Thread Level Security
Configure User Group Security
Usage
Overview
Definitions
Post
Discussion Thread
Workspace
WorkView Object
System Interaction
Agenda Manager
EDM Services Considerations
EDM Services Considerations in the Web Client
Workflow Considerations in the Web Client
EDM Services Considerations in the Client
Creating a Revision of a Document
Adding Reference Documents to the EDM Briefcase
Checking Out Documents to the EDM Briefcase
Workflow Considerations in the Client
Using Studio
Usage - Web Client
Usage - Web Client Overview
Collaborating in a Workspace
Collaborating around a Document or WorkView Object
Using Workspaces
Collaborating on Documents or WorkView Objects Independently of a Workspace
View all Posts for a Document Independent of a Workspace
General and Default Options
Viewing Attached Documents
Using Workspace Retrieval to Find a Workspace
Wildcard Options for Workspace Retrieval
Creating a Workspace With a Template
Configuring an Ad Hoc Workspace
Workspace Administrators
Configuring Workspace Options
General Options
Default Options
The Options Tab
The Administration Tab
The Document Tab
The WorkView Tab
The Thread Tab
User Options
Attribute Options
Creating a Workspace Discussion Thread
Configuring Users for a Workspace Level Discussion Thread
Adding Documents To a Workspace
Removing Documents from a Workspace
Creating a Document Level Discussion Thread Independent of a Workspace
Configuring Users for a Document Level Discussion Thread
Active Workspace
WorkView Objects
Attaching a Document to a WorkView Object
Copy Objects
Deleted WorkView Objects or Documents
Email Notifications
Template Notification Options
Workspace Notification Options
Discussion Thread Notification Options
User Options
User Options (Overrides Default Notification Settings for All Workspaces)
Usage - Client
Usage - Client Overview
Collaborating in a Workspace in the Client
Workspace Overview
Viewing a Workspace
Adding Documents to a Workspace
Adding Documents to a Workspace During Document Import
Removing Documents from a Workspace
Using Workspace Retrieval to Find a Workspace
Wildcard Options for Workspace Retrieval
Creating a Workspace with a Template
Creating an Ad Hoc Workspace
Configuring Workspace Options
The Settings Tab
Workspace Details
Workspace Options
The Default User Settings Tab
Thread Rights
Document Rights
Workspace Rights
WorkView Rights
Notification Options
The Workspace Users Tab
The Attributes Tab
Configuring User Options
Workspace Administrators
Discussion Thread Overview
Adding a New Discussion Thread
Attaching Documents to a Discussion Thread
Viewing Attached Documents in a Post
Replying to a Post in a Discussion Thread
Applying Security Settings to a Discussion Thread
Subscribing to Notifications for a Discussion Thread
Applying WorkView Objects to a Workspace
Attaching a Document to a WorkView Object from a Workspace
Copying WorkView Objects from a Workspace
Collaboration around a Document or WorkView Object
Collaborating on Documents or WorkView Objects Independently of a Workspace
View all Posts for a Document Independent of a Workspace
Replying to a Post Independent of a Workspace
Applying Security Settings to a Discussion Thread Independent of a Workspace
Subscribing to Notifications for a Discussion Thread Independent of a Workspace
Creating a Document Level Discussion Thread Independent of a Workspace
Actions Logged in Document History
Accessing General Functionality
Usage - Unity Client
Usage - Unity Client Overview
Viewing a Discussion Thread
Replying to a Discussion Thread
Starting a New Discussion Thread from the Discussions Pane
Starting a New Discussion Thread from the Documents Ribbon
Assigning Specific Users to Discussion Threads
Subscribing to a Discussion Thread

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