Usage

Institutional Databases

Platform: OnBase
Product: Institutional Databases
Release: Foundation 23.1
License

Documentation Notice
Overview
About Institutional Databases
Segregation of Data
Segregation of Configuration Settings
Layers of Segregation in an Institutional Database
Layer 1
Layer 2
Layer 3
Licensing
Installation
Installation of Institutional Databases
Creating Institutions
Assigning the Institution # Keyword to Document Types
Configuring User Groups for Institutional Users
Setting a User Template for an Institution
Engaging Institutional Mode
Best Practices for Institutional Databases
Contacting Support
Configuration
Institutional Configuration
Configuring Settings
Setting an Email Address for an Institution
Configuring a Custom Splash Screen
Configuring a Default Disk Group for an Institution
Configuring Enclosures/Reconciliation Items
Configuring Overlays for Institutions
Configuring Initial Settings for Overlays
Revising Overlay Settings
User Template
Configuring Users for Institutional Databases
Assigning Institutions to Users in Configuration
Assigning Institutions to Users in the Unity Client
Considerations for Institutional Users
Additional Institutional Database Configuration
Creating AutoFill Keyword Sets for Institutions
Using an Institutional AutoFill Keyword Set
Triggering an AutoFill Keyword Set
AutoFill Keyword Set Administration
Enabling Document Type Revisions for Institutions
Configuring E-Forms for Use with Institutions
Configuring XML Stylesheets for Institutions
Configuring Statement Types for Institutions
Configuring Document Distribution with Institutions
Document Distribution with No Class of Service
Document Distribution - Class of Service
Assigning Recipient Licenses
Use of the Institution # as a Process ID Keyword
Use of the Institution # and Customer Information
Manually Inputing Customer Information
Inputting Information Using the Customer Importer Processor
Adding Recipient to Another Distribution Process
Assignment of the Institution Name for the Class of Service
Delivery Templates
Return Email Address
When using SMTP to send out mail, when a document is rendered for an Institution, the email address assigned to the Institution Name is used as the return address. For information on configuring this email address, see .
Creating Label Files for Use with Institutional Databases
Configuring the Hyland Distribution Service for Institutions
Configuring Managed Folders for Institutions
Configuring Web Parts & the Secure Store Service for Institutions
Configuring Workflow for Use with Institutions
Load Balancing Queues
Usage
Unity Client Usage
Additional Usage Considerations
User Considerations
Entering & Reindexing Keyword Data
Scanning Additional Pages in Document Imaging
Creating and Submitting E-Forms and Adobe LiveCycle Forms
Importing Documents
Configuring Rule Queues in the Business Rules Engine
Accessing Crippled Statements in Institutional Databases
Super User Considerations
Creating and Submitting E-Forms and Adobe LiveCycle Forms
Configuring Rule Queues in the Business Rules Engine
Assigning Institutions for OnBase Running as a Service

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