Configuration

Physical Records Management

Platform: OnBase
Product: Physical Records Management
Release: Foundation 24.1
License

Documentation Notice
Overview
What is Physical Records Management ?
What is a Physical Record?
Physical Records Management Definitions
Physical Records Supported Functionality
Licensing
Installation
Requirements
General Requirements
Installing ActiveX Controls
Licensing
Installation
Physical Record Import Processor
Backup/Recovery
Backup
Recovery
Troubleshooting
Contacting Support
Configuration
Configuration
Physical Record Management Configuration Overview
Creating and Configuring Repositories
Repository Configuration Options
Creating a Document Type for Physical Records
Allowing All Document Types for Selection
Defining Locations
Configuring E-mail Notifications
Configuring E-mail Notifications using the Hyland Distribution Service
User Rights
Privileges
Administrator
Manager
Agent
User
Configuring the Physical Record Import Processor
Process Settings Configuration
The Processing Tab
Download and Process
Download Protocol
Preprocess Options
Other Processing Options
The Options Tab
The Advanced Tab
Physical Records Management Document Type Configuration
Physical Records Management Field Order Configuration
Overview
Configuring Field Order
Available Fields
Assigning Processor Notification Groups
Multi-Instance Keyword Type Groups and Physical Records Management
The Number of Instances of the Multi-Instance Keyword Type Group
Using Multi-Instance Keyword Type Groups with AutoFill Keyword Sets
Configuring Processor Notifications
Configuring a Processor Notification Group
Configuring a Processor Notification
Configuring the Distribution Service
Configuring the Distribution Service
Configuration Overview
Using the Distribution Service with Document Distribution
Configuration
Configuring the Email Sending Unity Scheduler Task
Creating Tasks
Configuring Tasks
Enabling the Distribution Service
Enable Email Automation
Send Attachments
Users Configuration Requirements
Configuring Test Mode
Adding Support for Multiple Data Sources
Configuring EML Transfer Encoding
Configuring the Distribution Service to Save Notifications as E-Mail (EML) Files
Sending Notifications in HTML Format
Sending Unity Forms
Configuring a Temporary File Cache
Configuring Retry Settings
Configuring Maximum Recipients
Configuring Default Sender Options
Displaying the User Who Triggered the Notification as the Sender
Configuring Attachment Options
Configuring Email Server Settings
Generating and Sending Test Notifications
Viewing Reports in the Unity Management Console
Troubleshooting
Logging Information to the Diagnostics Console
Messages Are Not Sent
Workstation Registration Not Found
"No Count" Is On
Version Mismatch
Message Content and Attachments Are Reversed
Unity Forms Limitations
Windows User Account Control Statement
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Usage - OnBase Client
Client Usage
Date Formatting in the OnBase Client
Retrieving Physical Records
Acquire a Physical Record through a Request
E-mail Limitations
Text Searching Limitation
Viewing All Record Activity
Viewing Checked Out Records
Viewing Pending Requests
Checkout List Report
View Pending Copy Requests
Copy Request List Report
Viewing Your Record Activity
Viewing Checked Out Records
Viewing Pending Requests
View Pending Copy Requests
Additional Right-Click Menus
Requesting Copies
Pending Request Administration
Create a New Physical Record Locator
Checking In Records
Check In a Record Using a Bar Code Scanner
Check Out a Record using a Bar Code Scanner
Modifying Record Information
Modifying Repository, ID, and Location Information
Changing Keyword Values
Re-Indexing Records
Transferring Custody
Creating a Transaction Log with Physical Records Management Information
Physical Records Process Formats
Manually Running Physical Records Process Formats
Scheduling a Physical Records Process Format
Processing Batches
Performing Batch Processing Functions from the Batch Level
Performing Batch Processing Functions from the Document Level
Batch Processing Options
Verifying the Process
Locating a Batch
Committing a Batch
Purging a Batch
Processing and the Verification Report
System Administration and Preventive Maintenance
Regular Committing of Batches
Incomplete Process and Incomplete Commit Queues
Run Configuration Reports
Ensure Processes are Accurate
Check Daily Verification Reports
View Batch History
Batch History
Generating a Document History Report
View SYS Unidentified Items
Ensure Temporary Space is Sufficient
Monitor Disk Group Space
Monitor Database Space
Clean Up Queues
Maintain/Clean Up Data Backup Areas
Usage - Web Client
Web Client Usage
Viewing Physical Record Locators
Requesting Physical Records
Checking Out Physical Records
Checking In Physical Records
Unity Client - Usage
Unity Client Usage
Viewing Physical Record Locators

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