Specifying a Default User Account for the Front Office Scanning Client - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Front Office Scanning

Platform
OnBase
Product
Front Office Scanning
Release
Foundation 23.1
License
Premier
Standard
Essential

By default, Front Office Scanning requires users to enter their OnBase user name and password when logging on. It can, however, be configured to use a default OnBase user account to prevent users from having to enter their OnBase user name and password when logging on to the Front Office Scanning client.

Tip:

Because the ability to enter default user credentials is set in the Front Office Scanning configuration file, you are able to configure some users to use the default user account to log on and others to use their own OnBase user name and password, even when users are using the same workstation, by making different configuration files available to them.

Tip:

If users already require their own OnBase user account, or if it is important to your organization to be able to identify and track users that create or upload documents, then a default user account should not be used to access the Front Office Scanning client.

To specify a default user account for the Front Office Scanning client:

  1. In the Front Office Scanning configuration file, browse to the CommParams element.
  2. Set the username setting to the OnBase user name of the default user account to be used by Front Office Scanning when connecting to OnBase. For example: username="MANAGER"
  3. Optionally, you may also supply a password for this user account, although you may supply a user name without the password if desired. To supply the password for the user account, set the password setting to the password of the default user account to be used by Front Office Scanning when connecting to OnBase. For example: password="PASSWORD"

    Once the configuration file is accessed by the Front Office Scanning client, the value for the password setting is no longer displayed in the configuration file. The password is stored as an encrypted value in the Credentials setting, and it cannot be viewed simply by opening the configuration file.

    To change the value of the password setting, delete the Credentials setting and enter a new value for the password setting.

  4. Save and close the configuration file.
    Note:

    When a default user account is used, that user account is specified as the creator of all documents uploaded to OnBase via the Front Office Scanning client.