Manual Installation - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard

To install the Document Tracking Service manually:

  1. Navigate to the apps\NTServices\DocumentTracking folder of your OnBase Core Services build.
  2. Copy Hyland.Applications.DocumentTracking.NTService.exe and Hyland.Applications.DocumentTracking.NTService.exe.config.
  3. Paste these files in your OnBase Application Server's bin directory.
  4. Create a shortcut to Hyland.Applications.DocumentTracking.NTService.exe.
  5. Right-click the shortcut and select Properties.
  6. In the Target field, after Hyland.Applications.DocumentTracking.NTService.exe, type -INSTALL.
  7. Click OK.
  8. Open Hyland.Applications.DocumentTracking.NTService.exe.config.
  9. Configure the following settings:
    Note:

    To configure more than one ServiceLocation and DataSource Configuration, see Connecting to Multiple Data Sources.

    ServiceLocations

    Description

    ServicePath

    Type the URL to the Service.asmx page of the Application Server.

    DataSource

    Type the data source name (configured at the Application Server) that the Document Tracking Service will connect to. For example, OnBase.

    FriendlyName

    Type the display name of the data source. For example, OnBase.

    Use NT/LDAP Authentication

    When set to true, Active Directory or LDAP authentication will be used.

    When set to false, neither Active Directory nor LDAP authentication will be used.

    Datasource Configuration

    Description

    username

    Replace [USER] with the name of the OnBase service account that will be used to run the Document Tracking Service.

    password

    Replace [PASSWORD] with the password of the OnBase user that will be used to run the Document Tracking Service.

    institution

    If you are using an institutional database, replace [INST NUM] with the institution number. Remove the <!-- prior to this setting, and the --> following this setting.

    Schedule Configuration

    Description

    scheduleMode

    This value determines how frequently the Document Tracking Service runs:

    • 0- The Document Tracking Service runs once per day, as configured in the scheduleTime setting.

    • 1- The Document Tracking Service runs every number of minutes, as configured in the scheduleMinutes setting.

    • 2- The Document Tracking Service runs every number of hours, as configured in the scheduleHours setting.

    scheduleTime

    The time (in military time) that the Document Tracking Service runs each day.

    scheduleMinutes

    The frequency (in minutes) that the Document Tracking Service runs.

    scheduleHours

    The frequency (in hours) that the Document Tracking Service runs.

  10. Save and close Hyland.Applications.DocumentTracking.NTService.exe.config.
  11. Double-click the shortcut you created in step 4 to install and start the Document Tracking Service.