Configuring Site Information - Document Transfer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Document Transfer

Platform
OnBase
Product
Document Transfer
Release
Foundation 23.1
License
Standard
Premier

Site Information is configured in the same way for the sending and receiving sites, using the OnBase Configuration module.

  1. Log in to the Configuration module with a user that has sufficient configuration rights.
  2. From the Document menu, select Package Transfer | Site Information. If this is the first time you have configured your Site Information, click OK at the prompt warning you that the Package Transfer system keywords have not been created:

    The Site Configuration dialog is displayed. The system populates as much information in this dialog as possible, based on the information provided at the installation of the system.

  3. Update the fields under Site Information. The Name value is used to help other sites identify your site, so it should be unique. For example, if your site is a regional office of Ten Second Foods, Inc., you should include the regional site designation in the Name in order to differentiate it from other sites (e.g., Ten Second Foods - Cleveland).
  4. Update the fields under Contact Information. This information is included with packages in case the receiving site has any questions about the package.
    Note:

    The Site ID is a unique ID string generated by the system and cannot be changed.

  5. Update the Communication Info. This is how other sites will communicate with your site.
    • Select URL to communicate using the OnBase Application Server. Enter the full path to the application server in the field provided (e.g., http://server-machine-name/AppServer/Service.asmx).

    • Select IP Address to configure a specific IP address and port to use for communication. Enter the IP Address(e.g., http://10.21.4.33) and Port in the fields provided.

    Note:

    If you select IP Address, the OnBase Application Server must be installed at the default location (i.e., C:\Inetpub\wwwroot\AppServer\Service.asmx).

    Tip:

    It is a best practice to use an Application Server that is configured for secure connections with Document Transfer. If the Application Server is configured for secure connections the address starts with HTTPS. However, the Application Server must be configured to use secure connections before configuring an HTTPS address for Document Transfer. If the Application Server is not configured to use secure connections, using an HTTPS address will not create a secure connection.

  6. Under Holding Document Type for Packages, select the holding Document Type you created from the drop-down list (see Creating a Holding Document Type for Packages). This is the Document Type used to hold documents received from packages before they are indexed and archived in your system.
    Note:

    Access to the Holding Document Type should be restricted for security reasons. For details on Document Type configuration, see the System Administration module reference guide.

  7. Click Save. If the Document Type selected to hold documents in packages has not been assigned the Document Transfer system keywords, you are prompted to have them assigned by the system:
    • Click Yes to have the system assign the system-generated Keyword Types automatically:

      • DT - DocPop URL

      • DT - Source Document ID

      • DT - Source Site ID

      • DT - Source Username

    • Click No to assign the Keyword Types yourself.

    Tip:

    It is a best practice to click Yes and use the system-generated Keyword Types. This ensures that packages can be received correctly from sending sites.

    Note:

    The system-generated Keyword Types are added to the Document Type as hidden Keywords. Only users with the Access Restricted Keywords privilege are able to view hidden Keywords. If the system-generated Keywords are manually added to the Document Type, they should be configured as HID(hidden) Keywords in the Keyword Options dialog of the Document Type configuration. For more information on these topics, see the System Administration module reference guide.