Prerequisites - EDI 810 Processor - English - Foundation 22.1 - OnBase - Premier - Standard - external - Standard - Premier

Prior to configuring the EDI 810 processor, the following prerequisite steps must be taken:

• Create an EDI 810 data file. The EDI 810 processor cannot process files that use file separators as the segment delimiter.

• Create the XML Style Sheet. The EDI 810 processor parses EDI 810 data files into XML-based documents that require an XML style sheet for proper viewing. Create and configure one or more XML style sheets that are available to the workstations that are used to view these documents.

  Tip:

  This location could be on a web server, a file share, or local workstations.

• Configure Disk Groups. The Disk Group that the documents imported via the EDI 810 processor will be stored in needs to be configured.

• Create Keyword Types. The OnBase Keyword Types that are to contain metadata about the documents being imported need to have been created.

• Create Document Type Groups. The Document Type Groups that the documents imported via the EDI 810 processor will be stored in need to have been created.

• Create Document Types. The Document Types that the documents imported via the EDI 810 processor will be stored as need to have been created and configured according to the steps listed below:

  • Assign a Default File Format of XML. The Document Type should be given a Default File Format of XML. See below for more information on configuring a Document Type for XML documents.

  • Assign All Necessary Keyword Types. All Keyword Types that are to be associated with the Document Type should be assigned prior to configuring the EDI 810 processor.

  • Assign the XML Style Sheet. Enter the full path to the location of the .XSL files that are to be used as both the View and Print style sheets.