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Security Best Practices

Security Best Practices
Foundation 23.1

OnBase is a single enterprise information management platform for managing content, processes, and cases that allows you to create, retrieve, manage, and distribute electronic documents.

OnBase is often used to manage sensitive content, such as Personally Identifiable Information (PII), Intellectual Property (IP), Protected Health Information (PHI), financial information, and other classified information. OnBase has many features that can help develop a layered, mature approach to securing your data. Malicious attackers, well-intentioned users, catastrophic events, and technological failures all represent threats to the integrity, confidentiality, and availability of your data. It is important to understand and evaluate these threats and to put in place appropriate measures to mitigate them.

This chapter contains an Architecture Overview of the various OnBase clients and how they interact with the OnBase database and Disk Groups. It also contains a Security Model Overview that introduces you to the basic concepts referred to throughout this document. See:

This document also includes information on security concepts and best practices as they relate to the implementation of a layered security model for OnBase that reflects your unique environment and business needs. It is divided into these main areas:

The following resources beyond this document are also available for more information on improving the security of your OnBase system:

  • Security training on Premium Subscription

  • Community Live and TechQuest presentations

  • The Security technical group on Community