Installing OnBase Studio - Studio - English - Foundation 22.1 - OnBase - external

Studio
Platform
OnBase
Product
Studio
Release
Foundation 22.1
License

Launch the Hyland OnBase Studio installer by executing Hyland OnBase Studio.msi. The MSI is usually located in the \install\ OnBase Studio\ folder of your source installation files.

Note:

If the installer is being copied from the source location to be run from a different location, the entire \ OnBase Studio\ folder and its contents must be copied to the new location.

  1. The Hyland OnBase Studio installation welcome dialog is displayed.
  2. Click Next. The Destination Folder dialog box is displayed.
  3. Enter the top-level installation directory in the field provided, or click Change to browse to it.
    Note:

    This location does not affect components not installed under the top-level directory. If the installer provides for the installation of multiple components, the specific installation locations of each component can be changed later in the installation process.

    If Change is clicked the Change destination folder dialog box 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.

  4. Click Next. The Ready to install dialog is displayed.
  5. Select Create Desktop shortcut(s) when applicable to create shortcuts to the installed components in the Windows Start | All Programs | Hyland menu, on the Windows desktop, or in both locations, when applicable.
  6. Click Install to continue with the installation, or click Cancel to cancel the installation.
  7. When the installation is complete, click Finish.
    Tip:

    In order to ensure that the required system settings take effect, it is a best practice to restart the installing machine once the installer has finished.

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

  8. 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.
    CAUTION:

    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.

  9. Click Add to start creating a new connection string. The fields on the right become available for interaction.
  10. 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.
  11. In the fields on the right, enter the following information about the data source:

    Option

    Description

    Data Source Name

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

    Note:

    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.

    Note:

    Only SQL Server and Oracle data providers can be used to connect to the OnBase database.
  12. 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

      Description

      Data Source

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

      Database

      Enter the name of the SQL Server database.

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

      Oracle.ManagedDataAccess.Client Option

      Description

      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.

      Note:

      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.

      Note:

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

      Host

      Enter the host address of the Oracle database.

      Database

      Enter the name of the Oracle database.

      Protocol

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

      • TCP

      • TCPS

      Port

      Enter the port to use for connecting to the Oracle database.
  13. Enter the following security information:

    Option

    Description

    Integrated Security

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

    CAUTION:

    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.

    Note:

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

    Password

    The password of the database user account accessing the database.

    Note:

    This password is for a database user account, not a user account for OnBase.
  14. Enter any additional options.

    Option

    Description

    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).
  15. Click Test Connection to test whether the entered information forms a valid connection string.
  16. 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.
  17. Select File | Save to save the .config file.
  18. Select File | Close to exit the connection strings dialog box.