Configuring a Temporary File Cache - Physical Records Management - English - Foundation 22.1 - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 22.1
License

A temporary file cache is recommended because email notifications and their attachments sent from Document Distribution may include emails and attachments that are not archived in OnBase. The Distribution Service sends these emails from the temporary file cache. Attachments are sent in their configured file format.

Access to the UNC share path of the Temporary File Cache must be provided for the following:

  • Within a Core-based Workflow, the Application Pool Identity and Distribution Service account must have access.

  • Both the Windows account that is accessing the OnBase Client as well as the Distribution Service account must have access.

A temporary file cache must be configured and associated with the Distribution Service under the following circumstances:

  • When the Global Client Setting Use Email Distribution Service for Document Distribution is enabled.

  • When using formatted or rich text notifications. In order to use formatted notifications, you must have Temporary Cache enabled and set up for the database you are using for testing purposes.

  • When sending messages larger than 64000 bytes using WorkView | Case Manager.

  • When using HTML WorkView | Case Manager notifications.

To create a temporary file cache:

  1. In the Configuration module, select Utils | Distribution Service Settings. The Distribution Service Settings dialog box is displayed.
  2. Click the Configure button next to the Temporary Cache drop-down list. The Temporary Caches: Distribution Service dialog box is displayed.
  3. In the empty field, type the name of the cache you want to create.
  4. Click Create. The Cache Configuration dialog box is displayed.
  5. Enter the file path of the temporary file cache in the Path field, or click the Browse button to navigate to the location.
    Note:

    The file you browse to must be a UNC Share, in which the application pool and the account running the Distribution Service have access to this share. The share name must not contain spaces.

    The Type drop-down list is set to Distribution Service by default. This is the service that is automatically used when creating a temporary file cache.

    Note:

    If the Cache Configuration dialog box is accessed from the Distribution Service Settings or Integrated Office Viewer Settings dialog box, the Type field is set to Distribution Service or Microsoft Office Web Apps, depending on the point of access, and cannot be changed. These temporary caches, created from the Configure button in the Distribution Service Settings dialog box or the Integrated Office Viewer Settings dialog box, are automatically associated with the desired functionality upon completion of configuration.

  6. Select Encrypt Files to encrypt the temporary files. Encrypting the data prevents people from opening the files, which keeps the information more secure.
  7. Click Save.
    Note:

    Once a temporary file cache is configured, it must be associated with the Distribution Service. See Configuring Retry Settings for more information.