Installing the Cloud Replication Service - Replicated Disk Groups - English - Foundation 22.1 - OnBase - external

Replicated Disk Groups

Replicated Disk Groups
Foundation 22.1

Launch the Hyland Cloud Replication Service Setup by executing the Hyland Cloud Replication Service.msi. This executable is usually located in the \install\Cloud Replication Service folder of your source installation files.

  1. The Welcome dialog is displayed.

    Click Next to continue. The Destination Folder dialog is displayed.

  2. Enter the installation directory in the field provided, or click Change to browse to it.

    If Change is clicked, the Change destination folder dialog is displayed.

    Enter a folder name in the field provided, or select it from the Look in drop-down list, then click OK.

    If the destination folder is not changed, the default location is used.

  3. Click Next. The Data Source dialog is displayed.

    Select a data source from the Select or enter a data source drop-down list, or enter a valid data source if it is not listed.

  4. Click Next. The NT Service User Account dialog is displayed.

    If you want a specific domain account to run the Cloud Replication Service, select the Specify domain account to run NT Service option.

    If you selected the Specific domain account to run NT Service option, enter a user name in the User Name field, and enter the password in the Password and Confirm Password fields.

  5. Click Next. The OnBase Service Account dialog is displayed.

    In the User Name field, enter the user name of a service account that has been configured in OnBase. In the Password and Confirm Password fields, enter the password for the service account.

  6. Click Next, and then click Install to install the Cloud Replication Service.

    Click Back to return to the previous dialog to change configuration options.

    Click Cancel to exit the dialog without installing the Cloud Replication Service.

  7. When the installation is complete, select the Launch Web Application Management Console option in order to configure the connection string used to access the OnBase database.

    You must configure a valid connection string in order for the Cloud Replication Service to function properly.

  8. Click Finish. The connection string configuration window is displayed.

    The connection strings dialog box allows you to configure connection strings.

  9. To encrypt all connection strings configured in the application's .config file, ensure the Options | Encrypt Connection Strings menu option is selected. This option is automatically selected by default every time you open the connection strings dialog box, and the connection strings are encrypted when the .config file is saved.

    It is strongly recommended to encrypt the connection strings. If they are not encrypted, all data source connection information is visible in the .config file and could expose sensitive data, including any entered database user names and passwords.

  10. Click Add to start creating a new connection string. The fields on the right become available for interaction.
  11. If you are configuring Reporting Dashboards with a secondary connection string with a read-only database user account, select Options | Populate Read-Only User. This optional feature populates the User ID and Password fields with the credentials for the read-only user. See the Reporting Dashboards documentation for more information.
    If you are creating a connection string for any other purpose, skip this step.
  12. In the fields on the right, enter the following information about the data source:



    Data Source Name

    A unique name that you create to identify the connection string.


    This identifying name may be different from the name of the actual database.

    Data Provider

    The data provider type used for the database. Select one of the following:

    • System.Data.SqlClient: Select this for a SQL Server database.

    • Oracle.ManagedDataAccess.Client: Select this for an Oracle database.


    Only SQL Server and Oracle data providers can be used to connect to the OnBase database.

  13. Depending on your selection for Data Provider in the previous step, enter the following database connection information:
    • If System.Data.SqlClient is selected (for a SQL Server database):

      System.Data.SqlClient Option


      Data Source

      Enter the server\instance name of the SQL Server instance hosting the database.


      Enter the name of the SQL Server database.

    • If Oracle.ManagedDataAccess.Client is selected (for an Oracle database):

      Oracle.ManagedDataAccess.Client Option


      TNS Connection String

      Select this option to enter a full TNS connection string to connect to the Oracle database. Deselect the option to use the connection name instead.


      Selecting this option enables the Host, Database, Protocol, and Port fields for interaction.

      Data Source

      Enter the TNS name or connect descriptor of the Oracle database.


      This field is available only if the TNS Connection String option is deselected.


      Enter the host address of the Oracle database.


      Enter the name of the Oracle database.


      Select the protocol to use for connecting to the Oracle database. Options are:

      • TCP

      • TCPS


      Enter the port to use for connecting to the Oracle database.

  14. Enter the following security information:



    Integrated Security

    Select this option to use Windows Authentication to connect to the database.


    It is strongly recommended to use integrated security instead of a database account for authentication. To use integrated security, the Windows user connecting to the database must be the same user that is running the connecting server or service (such as the Application Server). This user must also be configured with the configgp role in the database.

    User ID

    The user name of the database user account accessing the database.


    This user name is for a database user account, not a user account for OnBase.


    The password of the database user account accessing the database.


    This password is for a database user account, not a user account for OnBase.

  15. Enter any additional options.



    Additional Options

    Any additional options for the connection string. For more information on available connection string options and syntax, see the documentation for your database provider (SQL Server or Oracle).

  16. Click Test Connection to test whether the entered information forms a valid connection string.
  17. Click Create to save the information in the fields and create the connection string. The name of the data source is added to the Data Sources list on the left, and the connection string is displayed in the Connection String section.
  18. Select File | Save to save the .config file.
  19. Select File | Close to exit the connection strings dialog box.