Distribution Server Configuration - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution

Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

Document Distribution allows you to control certain parameters associated with the fax and e-mail distribution servers. For example, if a delivery is unsuccessful, the system can attempt to resend emails and faxes for a specified number of times before it sends a notification.

To configure Distribution Server parameters:

  1. In the OnBase Client, select Admin | Document Distribution | Server Configuration at the menu bar.
  2. Set the parameters that apply to the distribution method for the Document Distribution Process.
  3. Select Save & Close when complete.
    Note:

    Any field which requires a numerical value must have a value input that is not zero or blank.

    Fax Server

    Retry Interval

    The period of time (hrs) after which the server attempts to execute a fax distribution process that has failed (i.e., exists in the Distribution Queue in a Failed status).

    Retry Duration

    The period of time (hrs) during which fax distribution retry attempts are made.

    Fax Timeout

    The period of time (min) after which an error condition is raised if a fax distribution does not occur (i.e., flagged with a Failed status).

    Distribution Source Keytype

    Indicates the distribution method for the document type. Select Distribution Source keyword type.

    Distribution Recipient Number Keytype

    Identifies the recipient associated with each workflow document. Select Distribution Recipient Number keyword type.

    Auto CD Transfer Doc Keytype

    Indicates the keyword type that is used to determine if a rendered document is transitioned to the CD Customer Service queue of the Document Distribution Workflow. Select Auto CD Transfer Doc Handle keyword type.

    Viewed Status Keytype

    Indicates the keyword type that is parsed to determine the viewed status of the rendered documents, and its routing in the Notification Not Yet Viewed queue of the Document Distribution Workflow. Select View Status keyword type.

    If this keyword value is 0 (zero) or blank, the completed statement has a not viewed status. If the values is 1 (one), then the document is in a viewed status.

    Email Server Bounce Back

    Retry Interval

    Number of hours between attempts to reprocess an email distribution that has failed (i.e., exists in the Distribution Queue in a Failed status).

    Retry Duration

    Number of hours during which email distribution retry attempts are made.

    Enable Resend

    When enabled, this option will send a notification using the Notification Resend Interval and Notification Resend Duration settings until the Keyword Type value of the Keyword Type specified in the View Status Keytype drop-down list equals 1 or the duration has passed.

    Note:

    If the Enable Resend option is not enabled, a Distribution Record is created for the failed notification(s).

    Notification Resend Interval

    Number of days between attempts to send an email notification indicating that the document is waiting to be viewed.

    Notification Resend Duration

    Number of days during which attempts will be made to resend an e-mail notification indicating that the document is waiting to be viewed.

    Note:

    In the Distribution Queue, a job will continue to have a status of In Progress until the Notification Resend Duration period is complete. This will happen even if all notifications have successfully been sent.

    Distribution Record Document Type

    Indicates the document type into which undelivered documents are stored. Depending on the Distribution Source Keytype of the undelivered document, it is routed into the appropriate Fax Customer Service, Email Customer Service, or Notification Customer Service queue in the Document Distribution Workflow. Select the DD – Distribution Record document type.

    Produced CD Document Type

    Indicated the document type into which a produced CD record is saved. Select the DD – Produced CD Record document type.

    Notification Not Yet Viewed Document Type

    Indicates the document type that is parsed to determine whether or not a rendered document has been viewed by the intended recipient. Select DD – Notification Not Yet Viewed Record document type.

    Unidentified Email Folder

    Any email with a subject line other than OUT OF OFFICE or AUTOSTATEMENT: will be routed to this folder.

    Note:

    This option is only functional when dmmailservices.dll is used. This option will not function when using SMTP/POP3.

    Note:

    When using Microsoft Outlook, the folder must be on the same level with the Inbox.

    Note:

    When using the Notification Resend options in an Institutional system, the checkbox for Enable Notification Resend under Utils | Institution Names | Settings in the OnBase Client must also be checked.