The following upgrade considerations have been compiled by OnBase subject matter experts. These upgrade considerations are general and applicable to most OnBase solutions and network environments and should be considered each time an upgrade is performed.
Carefully consider the impact of making any changes, including those listed below, prior to implementing them in a production environment.
For additional general information about upgrading OnBase, refer to the Upgrade Guidelines reference manual , and visit the Hyland Community at: https://www.hyland.com/community.
The following information is specific to Reporting Dashboards.
- Incremental Parallel Upgrade Considerations
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Dashboards created or modified in the upgraded version of OnBase may not be accessible by earlier versions of OnBase. To ensure access to existing dashboards by all clients during an incremental parallel upgrade, make a copy of the existing dashboard before modifying it. Older clients can still access the older, unmodified dashboard and upgraded clients can access the newer, modified dashboard.
If you are editing a dashboard designed in a previous version of OnBase, you may be prompted with the Version Mismatch Warning to upgrade the dashboard when you save your changes.
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Copy: The updated dashboard is saved as a new dashboard that is a copy of the old dashboard. Both dashboards are still accessible to users, but only the copied version will reflect your changes.
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Save: The updated dashboard is saved but is no longer accessible by clients older than the client used to saved it. For example, if you save the updated dashboard using OnBase 16, it will no longer be accessible to users with Unity Client version 15 or lower.
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Cancel: Do not save the changes to the dashboard and do not copy the dashboard to a new version.