User Groups - OnBase for Meditech with ODA - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

OnBase for Meditech with ODA

Platform
OnBase
Product
OnBase for Meditech with ODA
Release
Foundation 22.1
License
Premier
Standard
Essential

Users who are retrieving and viewing documents stored in OnBase from within Meditech must be members of an OnBase user group with the following rights:

  • The Retrieve/View Privilege

  • The Web Client Product Right

  • Rights to all Document Types that can be released from OnBase to Meditech

OnBase for Meditech is designed primarily to be used with Active Directory authentication, not standard OnBase security. Regardless of how users are being authenticated, you need to configure a User Group with these rights.

Note:

By default, OnBase is not configured to use Active Directory authentication. Additional configuration is required. Before installing or configuring OnBase for Meditech, see the Legacy Authentication Methods module reference guide for information about configuring OnBase for Active Directory authentication.

For more information on authentication, see Authentication Methods.

To configure an OnBase User Group for your OnBase for Meditech solution:

  1. From the OnBase Configuration module, click Users | User Groups/Rights. The User Groups & Rights dialog box is displayed.
  2. In the field below the User Group Name list, enter the name of your User Group.
    If you are planning to authenticate users to OnBase using their network credentials via NT authentication, the User Group name must be the same as the name of the users' Active Directory group (e.g., OnBase).
  3. Click Create. The User Group is created.
  4. Click Document Types. The Assigning Document Types for <User Group Name> Group dialog box is displayed.
  5. From the Available for Selection section, select all of the Document Type Groups and/or Document Types that are configured to be released from OnBase to Meditech and click Add>>.
    The selected Document Type Groups and/or Document Types are moved to the Selected for Group section.
  6. Click Close. The Assigning Document Types for <User Group Name> Group is closed and you are returned to the User Groups & Rights dialog box.
  7. Click Privileges. The Assigning User Group Privileges for <User Group Name> Group dialog box is displayed.
  8. In the Documents section, select the Retrieve/View check box. It should be the only check box selected in the Assigning User Group Privileges for <User Group Name> Group dialog box.
  9. Click Save. The Assigning User Group Privileges for <User Group Name> Group dialog box is closed and you are returned to the User Groups & Rights dialog box.
  10. Click Product Rights. The Assigning Product Rights for <User Group Name> Group dialog box is displayed.
  11. In the Registered Processing Products section, select the Web Client check box. It should be the only check box selected in the Assigning Product Rights for <User Group Name> Group dialog box.
  12. Click Save. The Assigning Product Rights for <User Group Name> Group dialog box is closed and you are returned to the User Groups & Rights dialog box.
  13. Click Exit to return to the OnBase Configuration module.