Configuring Policy Center Account Settings - Governance Rules as a Service - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Governance Rules as a Service

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

To configure Policy Center account settings for Retention Connector:

  1. Open https://[machinename]/GRaaS in a web browser.
  2. Enter your user name and password and click Login.
  3. On the home page, click Settings. The Policy Center Account Settings dialog box is displayed:
  4. If the account settings are stored in the local database, the values are automatically displayed. If the values are not displayed, enter values for the following:
    • Username

    • Password

    • Client ID

    • Client Secret

    • Tenant ID

  5. Click Save.
  6. To verify Retention Connector is successfully connected to Policy Center, click Verify.
    Note:

    Once Policy Center account settings are configured, the settings are stored in the local database and will not need to be entered again.