Portal Setup - External Access Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

External Access Client

External Access Client
Foundation 23.1

The first page you see upon accessing the portal for the first time is the Portal Setup page.

To complete portal setup:

  1. Enter a name for the portal in the External Client Name field.
  2. Select a Layout Type. This selection determines the portal's subscription level, which affects which StatusView portlets available in this portal and determines which Monthly Active-User Fee is charged.

    See Licensing for more information about Monthly Active-User Fees.

    The following options are available for selection:

    • Read Only- Grants access to Custom Query, Folder, Envelopes, External Links, and HTML portlets.

    • Contribute- Grants access to all Read Only portlets as well as DKT, E-Forms, and File Upload portlets.

    • Full Access- Grants access to all Read Only portlets and all Contribute portlets as well as Workflow, Workflow Dashboard, Workflow Process Statistics, Workflow Queue Activity, Workflow Queue Filter, WorkView Filter, and WorkView Summary portlets.

    • Internal User- Grants access only to internal OnBase users. The portal can be configured for use by existing OnBase users or by external users. When configured for Internal User, existing OnBase users are able to log in to the External Access Client. When configured for Read Only, Contribute, or Full Access, users who do not already exist in OnBase are able to create new accounts and log in to the External Access Client.

      When the portal is configured for Internal User, the Create Account page is not available from the portal. When an OnBase user logs in to the portal, a concurrent license is consumed.

      When this option is selected, only the External Client Name, Layout Type, and Admin User Group fields are required.

  3. From the Admin User Group drop-down list, choose the user group that will have administrative rights in the portal.
  4. From the Super User Group drop-down list, choose the user group in which users will be placed if they are granted Super User privileges.

    This information can be changed by an administrative user after portal setup is complete.

  5. Enter a valid e-mail address in the Administrator Email Address field. Create a password in the Password field and retype it in the Verify Password field to ensure the passwords match.
    This creates an administrative user. The administrative user belongs to the user group specified in the Admin User Group field. The administrative user can then log in and configure the External Access Client.
  6. Click Run Setup. A Message dialog box appears.
  7. Click OK to confirm the portal has been created.
    Once portal setup is complete, users accessing the portal are directed to the sign in page.