Integration for D+H Phoenix requires an OnBase Application Server. See the Application Server module reference guide for details on installing the Application Server.
Before you install the Integration for D+H Phoenix:
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Create an OnBase service account. This service account will be used by the Integration for D+H Phoenix to connect to OnBase. See the System Administration documentation for instructions on creating a service account.
Note:This only applies to the Member ID, Document Storage, and Voucher components.
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Create and configure all of the required Keyword Types and Document Types that will be used by the Integration for D+H Phoenix. See the following sections for more information:
The Voucher component of the Integration for D+H Phoenix can be used to send notifications to recipients when a voucher or share receipt is signed. These notifications include an image of the signed voucher or share receipt, along with a pre-configured subject and heading using OnBase Email Notifications.
The following requirements are only necessary to send signed vouchers or share receipts to one or more recipients.
To allow the Voucher component to send notifications:
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Install, configure, and run the Hyland Distribution Service. For more information on using the Hyland Distribution Service, see Configuring the Distribution Service.
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Create and configure one or more Email Notifications in the Configuration module. You can use the same notification for both voucher and share receipt notifications. For more information on configuring Email Notifications, see the System Administration module reference guide.
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Create a Keyword Type to store the Member Email(the recipient of the notification), and add it to the Voucher and Share Receipt Document Types. See the following sections for more information:
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Ensure the Application Server's web.config file includes the appropriate tags to include the Member Email Keyword Type and the email notification tags for both the <voucher> and <shareReceipt> sections. For more information, see Application Server Installation.