Pre-Installation - Governance Rules as a Service - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Governance Rules as a Service

Platform
OnBase
Product
Governance Rules as a Service
Release
Foundation 22.1
License
Standard
Essential
Premier

To use Retention Connector, you must have access to an active Policy Center account. For information on Policy Center usage, see the Policy Center documentation.

Before installing and configuring Retention Connector, consider the following:

  • Identify jurisdictions and rules within Policy Center to use for mapping.

  • Identify fixed or event-based triggers within Policy Center to use for mapping.

  • Identify test Document Types and Keyword Types in OnBase and Policy Center to use for mapping.

Note:

The Document Types being mapped between the OnBase and Policy Center systems must share the same name.