Troubleshooting - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution
Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

Issue

The following error is received when launching the OnBase Client with the -STMTMAILSRVR switch is applied: The profile name you have entered is not valid or contains characters which are not supported in your current Windows system codepage. Please enter a different profile name.

Resolution

Complete the following steps:

  1. In the Configuration module, select User Names / Passwords.
  2. Select the user that you are having problems with.
  3. Click SMTP Mail. The SMTP Mail Settings dialog box is displayed.
  4. If there is data in the fields within the dialog box, clear out the data.
  5. Click Save.

    Issue

    When using multiple clients to distribute documents, job numbers may become out of sync.

    Resolution

    Complete the following steps:

  6. In the Configuration module, click Utils | Update Distribution Max Num Keys.
  7. A Success dialog will be shown stating that the Distribution History Max Num Key has been updated. Click OK.

This problem is often caused due to using multiple versions of OnBase to distribute documents.

Issue

Some items in the Document Distribution Queue are not shown despite having Document Distribution administrative privileges.

Resolution

If security keywords are configured on documents, ensure that the database settings are correct. The Perform security keyword checking during database query option should be selected in the Configuration module. Leaving this option unchecked may hide documents with security keywords from view.

Issue

The OnBase Client stops working when customer information is imported through the Customer Import Processor.

Resolution

When importing customers, ensure you configured at least one action (for example, >>Add Customer or >>Modify Customer) in the Customer Importer Field Configuration dialog box that corresponds to the correct field order in the index file.

For example, the following information is included in the index file to be imported: "Cindy Smith","1234","123 Main Street","Anytown OH 11111","Add","CD","CD Copies"

In this index file example, the field "Add" indicates the >>Add Customer action must be added to the field configuration and in the order in which it is organized in the index file.

Note:

You do not need to use the term "Add" in the index file to indicate the >>Add Customer action. Any term or number can be used to indicate any action field.

Following this example index file, the Customer Importer Field Configuration dialog box contains the fields in the following order:

Order

Keyword Type

1

>>Customer Name

2

>>Customer Unique ID

3

>>Address 1

4

>>Address 2

5

>>Add Customer

6

>>Distribute as CD

7

>>Number of CD Copies

For more information on configuring a customer information import process, see Customer Importer Processor.