Upgrade Considerations - Enterprise Web Access for Document Knowledge Transfer & Compliance - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 22.1
License
Premier
Standard

The following information should be considered or noted when upgrading Document Knowledge Transfer & Compliance deployments. Read this information prior to upgrading your version of OnBase.

Compliance Testing Considerations

Beginning in OnBase 13, Compliance Testing functionality is available in DKT.

  • Compliance Testing allows OnBase administrators to create tests, associate them with documents in Document Knowledge Transfer module Reading Groups, and deliver them to Web Client and Unity Client users.

  • Existing customers upgrading to the latest version of OnBase will have continued access to all existing functionality. Customers who want Compliance Testing functionality are encouraged to contact their first line of support.

  • There are no additional installation procedures for Compliance Testing.

Reporting Services and Reporting Dashboards Considerations

Beginning in OnBase Foundation EP3, the Reporting Services module was removed from OnBase.

  • To replace Reporting Services, Document Knowledge Transfer & Compliance now can be used in conjunction with Reporting Dashboards. A Document Knowledge Transfer data provider is available for configuration. If you previously used the Reporting Services module, you can convert the data from Reporting Services into a new Document Knowledge Transfer data provider which is used to configure a reporting dashboard.

  • For more information on configuring a Document Knowledge Transfer data provider, see the chapter on data provider type configuration in the Document Knowledge Transfer & Compliance documentation.

  • For more information on licensing requirements, necessary privileges, and using dashboards with configured data providers, see the Reporting Dashboards documentation.