Configuring the ShareBase Monitor Service - Interaction with ShareBase - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Interaction with ShareBase
Platform
OnBase
Product
Interaction with ShareBase
Release
Foundation 23.1
License
Premier
Standard
Essential

The Interaction with ShareBase consists of multiple components, including OnBase Workflow and the ShareBase Monitor service.

The following list summarizes the configuration and installation process for the Interaction with ShareBase using the ShareBase Monitor service:

  1. Ensure a file structure including libraries has been created in your ShareBase deployment.
    See Setting Up ShareBase.
  2. Ensure your ShareBase deployment has a dedicated user for use with OnBase Workflow.
    See Setting Up ShareBase.
  3. Obtain an API Token generated by a ShareBase Site Administrator. The token must be generated using the credentials for the dedicated user.
    See Setting Up ShareBase.
  4. Configure a ShareBase profile in OnBase Studio.
    See Configuring a ShareBase Profile.
  5. Configure any necessary Workflow actions for the Interaction with ShareBase in OnBase Studio.
    See Configuring Workflow for ShareBase.
  6. For monitored ShareBase folders, configure an OnBase service account to be used by the ShareBase Monitor service.
    See Configuring a Service Account for the ShareBase Monitor Service.
  7. For monitored ShareBase folders, install the ShareBase Monitor service.
    See Installing the ShareBase Monitor Service.
  8. Configure the ShareBase Monitor service, if necessary.
    See Configuring the ShareBase Monitor Service.
  9. Start the ShareBase Monitor service.