Installation

Interaction with ShareBase

Platform: OnBase
Product: Interaction with ShareBase
Release: Foundation 24.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Introduction
Add Content to ShareBase
Import Documents from ShareBase
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Load Balancer Limitation
Licensing
Upgrade Considerations
Upgrade Considerations for the Interaction with ShareBase
Pre-Installation
Installing the ShareBase Monitor Service
Configuring a Service Account for the ShareBase Monitor Service
Running the Installer
Configuring the ShareBase Monitor Service
Modifying Configuration Files
Modifying the ShareBase Monitor Polling Interval
Modifying the Service Account Credentials
Modifying the Data Source
Modifying the Application Server URL
Change, Repair, or Remove an Installation
Contacting Support
Configuration
Configuration Overview
Configuring the ShareBase Monitor Service
Setting Up ShareBase
Configuring a ShareBase Profile
Configuring Workflow for ShareBase
Add Document to ShareBase
Option: Target
Option: ShareBase Profile
Option: Folder Path Configuration
Option: Folder Name
Create ShareBase Folder
General Tab
Indexing Tab
Delete ShareBase Folder
Option: ShareBase Profile
Option: Folder Path Configuration
Option: Folder Name
Option: Delete Only if Empty
Set Property to ShareBase Notification Link
Option: ShareBase Profile
Option: Folder Path Configuration
Option: Folder Name
Option: Link Expiration
Option: Link Security
Option: Recipients
Option: Rights
Option: Save ShareBase Link to Property
Option: Save ShareId to Property
ShareBase Data Center URLs
Troubleshooting
No Libraries Are Found
Finding the API Path for Your Deployment
Links Are Not Sent
Cannot Add a Document to ShareBase
Monitor Service Skips Documents
File Type Not Configured
Document Type Has File Type Restrictions
Folder Mistakenly Tagged for Monitoring
ShareBase Token Encryption Warnings

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