When using Retention Connector, consider the following:
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After changes are made in Policy Center, Retention Connector must be updated and saved before changes are propagated to OnBase.
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When Policy Center settings are propagated to OnBase, all options on the Document Type configuration Document Retention dialog box in the Configuration module are disabled and Settings are managed by an external system. is displayed. Governance Rules as a Service settings must be configured using Policy Center.\
When using the Application Server, consider the following:
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If upgrading, in the Application Server web.config file, within the accessTokenValidation element, ensure that the idp URL and the audience endpoint URL have been populated. For more information on how to perform this setup, see the Integrating with Hyland IAM Services module reference guide.