The following should be considered with regard to server machines hosting OnBase Patient Window:
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Back up the OnBase Patient Window Web.config file. Refer to the backup copy when updating specific settings for the new version of OnBase.
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Note the authentication settings for the Web application in IIS.
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Note the settings for the OnBase Patient Window application pool in IIS.
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As of OnBase Foundation EP3, if OnBase Patient Window is embedded in another application or an iframe, then the cookieSameSite attribute in the OnBase Patient Window web.config file must be set to None. It is set to Lax by default.
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As of OnBase Foundation EP1, if OnBase Patient Window is integrated with Epic, then Epic encryption settings must be configured in OnBase Configuration as described in the Integration for Epic module reference guide. The PopChecksumKey and EpicAuthenticationType web.config settings are no longer used.
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As of OnBase 18, OnBase Patient Window requires a 64-bit application pool. When upgrading to OnBase 18 or later, ensure the Enable 32-Bit Applications setting is False for the OnBase Patient Window application pool (Advanced Settings).