Usage

Document Transfer

Platform: OnBase
Product: Document Transfer
Release: Foundation 23.1
License: Premier; Standard

Documentation Notice
Overview
Overview
Process Overview
Key Features
Applications
System Interaction
Encrypted Alpha Keywords
Keyword Type Groups
Workflow
Mark As Ready for Document Transfer
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Document Transfer Service Requirements
Additional Module Requirements
Licensing
Upgrade Considerations
Installation
Installer User Permissions
Creating a Service Account
Installing the Application Server
Installing the Document Transfer Service
Running the Document Transfer Service Installer from the Command Line
DOCUMENT_TRANSFER_SERVICE_FILES
CONFIGFILEPATH
CONNECTIONSTRING
CONNECTIONSTRING_NAME
DATAPROVIDER
DATASOURCE
DB_SERVICE_USER
DB_SERVICE_PASS
NTSERVICE_USE_DOMAIN_ACCOUNT
NTSERVICE_USER
NTSERVICE_PASS
Creating a Holding Document Type for Packages
Configuring Site Information
Distribution Service
Command-Line Switches and INI Options
Command-Line Switches
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
INI Options for Document Transfer
Backup and Recovery
ADO.NET Connection Strings
Connection String Components
Name
ConnectionString
SQL Server Connection String Tokens
Oracle Connection String Tokens
ProviderName
Connection String Examples
SQL Server Examples
Oracle Examples
Managing Connection Strings Using The Web Application Management Console
Creating a Connection String
Modifying a Connection String
Deleting a Connection String
Troubleshooting
Enabling Trace Logging
Setting the Hyland Document Transfer Service Broker Timeout
Hyland Document Transfer Service Broker Starts and Stops
Cannot Save Configured Package
404 Error When Sending or Receiving Packages
Large Package Transfers Timeout
All Packages Do Not Transfer Within the Configured Time
Contacting Support
Configuration
Overview
Rights and Privileges
Updating Site Information
Configuring an Import Package (Receiving Site)
Publishing a Package Request to Sending Sites
Updating a Package Request
Rename an Existing Package
Change the Configuration of an Existing Package
Managing Package Configuration History and Supported Versions
Managing Sending Sites (Sites Subscribed to the Package Request)
Configuring an Export Package (Sending Site)
Optional Export Package Settings
Updating Export Packages
Rename an Existing Package
Change the Configuration of an Existing Package
Scheduling a Package Transmission Process
Updating a Document Transfer Schedule
Copying a Document Transfer Schedule
Working with Envelopes
Working with Envelopes
Using Envelopes
Creating an Envelope
Opening an Existing Envelope
Adding and Removing Documents
Adding Documents to an Envelope:
Removing Documents from an Envelope:
Viewing Documents in an Envelope
Printing Documents in an Envelope
Printing All Documents in an Envelope
Printing One or More Selected Documents from an Envelope
Sharing an Envelope
Envelope Right-Click Options
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
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
Document Transfer Best Practices
Document Transfer Best Practices
Usage
Ad Hoc Package Retrieval
Notifications
Configuration
Site Information
Package Configuration Testing
System-Generated Keyword Types
Holding Document Type
Encrypted Alpha Keywords
Workflow
Import Packages
Package Size
Autoname Strings
DocPop URLs
Publishing a Package Request
Export Packages
Package ID
Keyword Type Mapping
Package Name
Envelopes
Autoname Strings
Scheduled Package Transmissions
maxThreads Setting
Usage
Overview
Sending Packages
Including Documents in an Envelope in an Export Package
Staging Packages
Ad Hoc Staging of Packages
Scheduled Staging of Packages
Tracking Export Packages (Sent Packages)
Receiving Packages (Package Retrieval)
Ad Hoc Package Retrieval and Indexing
Scheduled Processing of Packages Received
Tracking Packages Received (Import Packages)
Package Processing from the Processor Queues
Notifications

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