Configuring the Distribution Service

Integration for D+H Phoenix

Platform: OnBase
Product: Integration for D+H Phoenix
Release: Foundation 24.1
License: Premier; Standard; Essential

Documentation Notice
Overview
Introduction
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Third-Party Software Requirements
Licensing
Pre-Installation
Keyword Type Configuration
Configuring Keyword Types for the Document Storage Component
Configuring Keyword Types for the Voucher Component
Configuring Keyword Types for the Member ID Component
Configuring Keyword Types for the XML Notifications Component
Document Type Configuration
Configuring Document Types for the Document Storage Component
Configuring the Document Type for the Voucher Component
Configuring Document Types for the Member ID Component
Installation
Application Server Installation
Client Side Installation
Document Storage Component
Voucher Component
Signature Pad Configuration
Understanding the Integration
Document Storage
Vouchers
Signature Pads
HHP Installation
Topaz Signature Pad Installation
Upgrade Considerations
Integration for D+H Phoenix Upgrade Considerations
Server Machine Considerations
End-User Workstation Considerations
Additional Licensing Considerations
Troubleshooting
HHP Signature Pad
Contacting Support
Configuration
Configuration Overview
Member ID Configuration
Configuring Authentication
Configuring Check Image Retrieval
Statement and Notice Notification Configuration
Configuring Statements and Notices
Configuring Notifications for Use with Image Statements
Configuring Notifications for Use with DIP
Configuring a Document Type for Cavion Notifications
Assigning User Group Privileges
Viewing Transaction Logs for Statements and Notices
System Interaction
Exporting and Importing
Configuration
Configuring the Distribution Service
Configuration Overview
Using the Distribution Service with Document Distribution
Configuration
Configuring the Email Sending Unity Scheduler Task
Creating Tasks
Configuring Tasks
Enabling the Distribution Service
Enable Email Automation
Send Attachments
Users Configuration Requirements
Configuring Test Mode
Adding Support for Multiple Data Sources
Configuring EML Transfer Encoding
Configuring the Distribution Service to Save Notifications as E-Mail (EML) Files
Sending Notifications in HTML Format
Sending Unity Forms
Configuring a Temporary File Cache
Configuring Retry Settings
Configuring Maximum Recipients
Configuring Default Sender Options
Displaying the User Who Triggered the Notification as the Sender
Configuring Attachment Options
Configuring Email Server Settings
Generating and Sending Test Notifications
Viewing Reports in the Unity Management Console
Troubleshooting
Logging Information to the Diagnostics Console
Messages Are Not Sent
Workstation Registration Not Found
"No Count" Is On
Version Mismatch
Message Content and Attachments Are Reversed
Unity Forms Limitations
Windows User Account Control Statement
Usage
Using the Document Storage Component
Using the Voucher Component
Signing Vouchers or Share Receipts
Reversing Vouchers or Share Receipts
Using the Member ID Component
Using Member Authentication
Retrieving Check Images
Using the XML Notifications Component
Using Image Statements to Send Notifications
Using Document Import Processor to Send Notifications
Manually Selecting Documents to Send Notifications

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