Client Administration

Cloud System Administration

Platform: OnBase
Product: System Administration - Cloud
Release: Foundation 23.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Introduction
Retrieving and Modifying Documents
Creating and Deleting Documents
Importing and Indexing Documents
Organizing Documents
Sending and Receiving Mail
Customizing the Appearance of the User Interface
System Administration Overview
Client Administration and Configuration
Areas of the Software Covered in Client Administration
Areas of the Software Covered in Configuration
Licensing
Definitions
Definitions Overview
Cascading Data Sets
Cross-Reference
HTML-Based Documents
Custom Queries
Disk Groups, Volumes, and Platters
Document
Document Type Group
Document Type
Document Handle
Envelope
Keyword Types and Keyword Values
Keyword Types
Keyword Values
Keyword Type Groups
Multi-Instance Keyword Type Groups
User Group
User
Hyland Cloud Setup
Cloud Setup Overview
Citrix Overview
Prerequisites
Accounts and Licensing
Citrix Workspace is Installed
Access Through a Secure Browser
Recognition of the DigiCert SHA2 SSL Certificate
Proxy Server Connection URLs
Accessing the Configuration Module Through Citrix
Accessing the Configuration Module Using a Web Browser
Accessing the Configuration Module Using Citrix Workspace
Upload Through the Secure File Transfer Protocol (SFTP)
SFTP Process Flow
Scheduling an Upload for the Hyland SFTP
Requirements When Uploading Data Via Hyland SFTP
Compress Data Before Uploading
Limit the Size of Files Uploaded at One Time
Use Supported Options When Compressing Files
Do Not Compress Files within Compressed Files
Do Not Upload Windows System Files
Use Unique Filenames for Each Import File
Do Not Exceed 10,000 Documents Per Batch
Custom Code Process Review
Custom Code Guidelines
General Guidelines
SQL and Database Guidelines
Disk Group Guidelines
Administration through the Hyland Cloud Portal
Client Administration
Introduction
Areas of the Software Covered in Client Administration
System Status
Workstation
Current Session
Services Running
Product Database Versions
Registered Products
Available Global Products
Additional Resources
Re-Launch Client
Document Retrieval
Retrieve by Filename
Retrieve by Document Handle
External Text Search Capabilities
Keywords
Keyword Types and Keyword Values
Keyword Types
Keyword Values
Security Keyword Usage
Administrator Account Setup
Document Retrieval Dialog
Equal
Not Equal
Re-Indexing
Import Processors
Scanning
Creating Keyword Lists
Document and Folder History
Viewing a Document's History
Filtering a Document's History
Turning Off Document History Filters
Generating a Document History Report
Printing
Print Format
Workstation Options Print Queue Mapping
Print Queue Mapping
About Microsoft Outlook MSG and EML files
Workstation Options Print Server Queues
Workstation Options Font Mapping
Mapping Fonts
Importing
Importing Documents in the Client Module
Requirements for Importing Renditions
Working With Documents
Creating List Reports
Document Search Results Lists and Batch Queues
Export to DIP File
Mail
Mail Considerations
Internal Mail
External Mail
External Mail Notification
VB Scripts
Modifying Workstation Options: The VB Scripts Tab
Creating a VB Script Toolbar Button
Using a VB Script Toolbar Button
System Maintenance
Launch Configuration Module
Load Icons and Bitmaps
Committing Icons and Bitmaps
Re-Loading the Icons and Bitmaps
Renaming the Icons and Bitmaps
Import Manager
Daily Reports
View Report
Clear Report
Document Locking
Document Lock Administration
Keyword Locking
Document Maintenance
Purging Documents
Scheduling a Purge
Requirements for Configuring/Executing a Scheduled Document Purge
Creating a Scheduled Document Purge Process
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Purge Options
Viewing Scheduled Processes
Modifying a Document Purge Scheduled Process
Deleting a Scheduled Process
Running or Suspending a Scheduled Process
Verifying the Scheduler is Running
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Undeleting / Restoring Deleted Documents
Right-Click Options from the Document Maintenance Window
Viewing Renditions or Revisions
Printing Documents from the Document Maintenance Window
Accessing a Report of Purged Documents
Purging Documents from OnBase Web Client
Restoring Documents from OnBase Web Client
Document Maintenance from OnBase Web Client
Purging Documents from OnBase Web Client
Restoring Documents from OnBase Web Client
Folder Maintenance
Scheduling Folder Purge/Deletion
Requirements for Configuring/Executing a Scheduled Folder Purge/Deletion
Creating a Scheduled Folder Purge/Deletion Process
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Specifying Purge Options
Specifying Delete Orphans Options
Viewing Scheduled Processes
Modifying a Folder Purge/Deletion Scheduled Process
Deleting a Scheduled Process
Running or Suspending a Scheduled Process
Verifying the Scheduler is Running
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Workstation Options Path Redirection
Redirect
Type
Process Buttons
Process Lock Administration
Batch Lock Administration
Purge Messages
System Statistics
Timing Test Utility
Transaction Log
Printing OLE Documents
Printing in the OnBase Web Client
Transaction Log Reports
Pre-5.0 Transaction Log Reports
Registering a Workstation
Verifying and Revoking Workstation Registrations
Clearing Excess Workstation Registrations
Workstation Cleanup
View Current Users
License Usage Report
Unlocking Users
View Current Users
Clean Up
Platter Management
Command Line Switches
INI Settings
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
INI Settings for Importing Documents
INI Settings for Importing Documents Using Windows Autoplay
INI Considerations When Using International Character Sets
CompressMode
Cross-References
Cross-References Overview
Platform Considerations for Cross-References
Document Type File Format Determines Cross-Reference Linking Mechanism
Usage
Cross-Reference Compatibility
Source: Text Document
Source: Image Document
Source: OLE Document
Source: Other
Configuring an Image Area Cross-Reference
Configuring the Double-Click Area for the Cross-Reference
Configuring a Text Cross-Reference
Configuring a Text Cross-Reference Based on a Keyword Type
Configuring a Text Cross-Reference Based on a Text Search
Configuring a Keyword Cross-Reference
Configuring a Template Cross-Reference
Date Formatting
Date Formatting Options
Character Stripping Options
Configuring the Availability of Display and Sort Columns
Configuring Display Columns
Configuring Sort Columns
Command Line Switches
Configuration Module
System Administration Overview
Implementing Configuration Changes
Implementing Changes in the OnBase Client
Implementing Changes in Core Services
Resetting the Application Server Cache in the Configuration Module
Resetting the Application Server Cache When Exiting the Configuration Module
Configuration Shortcut Keys
Menu Bar Shortcuts
Dialog Boxes
Global Function Keys
Fields
Dialog Boxes with Lists
Other Dialog Box Shortcuts
Process Paths Configuration for: Dialog Box
Export Formats Dialog Box
Duplicate Shortcut Keys
Configuration Information Tree
Configuration Tree Dialog Box
Component Information
Disk Group Configuration
User Names & Passwords
Document Types
Keyword Type Configuration
Auto-Names
Configuring Colors for Auto-Name Strings
Customer Number Dialog Box
Currency Configuration
Currency Format Overview
Configuring Currency Formats
Assigning Currency Formats
Configuring Specific Currency
Disk Groups
Document Types and Document Type Groups
Administering Document Types in the Cloud
Configuring Document Types
Reconfiguring an Existing Document Type
Example of Document Type Name with a Prefix
Configuring Document Type Settings
Unrestricted Query Warning
Configuring Document Type Keywords
Upgrade Considerations
Keyword Options
New Keyword Type
Cascading Data Sets
Migrate To Keyword Type Group
Property Mapping
Property Mapping Considerations
Mapping Document Properties to Keyword Types
Configuring Document Type Icon
Configuring Document Type Rendition / Revision
Enabling Append Pages for a Document Type
Enabling Renditions for a Document Type
Configuring Document Type User Groups
Setting Override Privileges During Document Type Configuration
Copying Override Privileges during Document Type Configuration
Configuring Document Type Revisions
XML Style Sheet Configuration
Configuring Document Type Usage
Configuring Document Type View / Print
Configuring Viewing and Print Settings for a Document Type
Considerations for Text Document Print Settings
Configuring a Print Title for a Document Type
Dates
Configuring Document Type Auto-Name
Dates
Keyword Types
Keyword Value Substrings
Considerations for Manually Entering Keyword Type and Substring Symbols
Re-naming Documents by Updating an Auto-Name String
Configuring Document Type Overlays
Assigning Overlay Images to the Document Type
Creating a Document Type Revision for Overlay Configuration
Printing Documents with Different Overlay Display Options
Sending Documents with Overlays
Configuring Document Type Redaction
Redactions in the Web Client
Configuring Document Type Redaction for a Document Type
Copying a Document Type
Configuring Document Merge Items
Associating Merge Items with Document Types
Configuring Scan Queues for a Document Type
Configuring Geolocation for a Document Type
Configuring File Types for a Document Type
Document Type Group Configuration
Configuring Document Type Groups
Deleting a Document Type
Named Fonts Configuration
The System Documents Document Type Group
Standard SYS Document Types
Module-Specific SYS Document Types
File Formats
Supported File Formats
Standard File Formats
Microsoft Office File Formats
Unsupported Dynamic Elements
Track Changes and Printing
Create File Formats - Internal Viewer Type
Configuring File Formats
CSV File Formats
Notes
Configuring Note Types
General Information About Notes
Configuring Note Type Color
Note Type Attributes
Redaction Annotations in the Web Client
Considerations for Using the Repeat on All Pages Attribute
Configuring Note Type Auto-Names
Configuring Note Type Icons
Note Type Security
Level 1: User Group Level Security
Level 2: Note Type Level Security
Level 3: Individual Note Level Security
Keyword Type Configuration
Configuring Keyword Types - Before You Begin Configuration
Configuring Keyword Types
Selecting a Data Type for a Keyword Type
Notes on Floating Point Keyword Values
Changing a Keyword Type's Data Type
Alphanumeric Settings
Storage Options
Character Case Options
Selecting Advanced Setting Options for a Keyword Type
External Validation
Enable Keyword Zero Padding
Limitations of Enable Keyword Zero Padding
Selecting Data Sets / Drop Down Lists Options for a Keyword Type
Selecting Usage Restrictions for a Keyword Type
Selecting Display Options for a Keyword Type
Selecting an AutoFill Keyword Set - Keyword Type Level Primary Keyword
Selecting Use Other SQL Method
Selecting a Classification for a Keyword Type
Configuring Keyword Type Masking
Considerations for Adding or Modifying Keyword Type Masking
Changing an Alphanumeric Mask into a Numeric Mask
Changing a Numeric Mask Character into a Static Mask Character
Lengthening a Keyword Mask
Configuring Keyword Type Delete Orphans
Deleting Orphans
Configuring Keyword Type Values
Configuring Keyword Type Data Sets
Importing Data Sets
Enabling External Keyword Data Sets
Creating a SQL Statement to Enable External Keyword Data Sets
SQL Select String Considerations
Using a SQL Select String
Example of a SQL Select String Used to Enable External Keyword Data Sets
Test the External Keyword Data Set Configuration
Configuring a VB Script to Enable External Keyword Data Sets
Test the External Keyword Data Set Configuration
VB Script Considerations for External Keyword Data Sets
Visible Scope
Date, Time, and Currency Formatting
Masking
Assigning a Keyword Type to Document Types
Configuring Cascading Data Sets
Importing Cascading Data Sets
Using Existing Keyword Data Set Data to Populate a Cascading Data Set
Configuring Auto Number Keyword Types
Configuring an Auto Number Keyword Type
Deleting a Keyword Type
Activating the MultiDoc Keywords Feature
Configuring AutoFill Keyword Sets and Reverse Keyset Lookups
Keyword Type Group Configuration
Keyword Type Groups
Multi-Instance Keyword Type Groups
Comparing Multi-Instance Keyword Type Values Using Workflow
Configuring Keyword Type Groups
Assigning a Keyword Type Group to Document Types
Allow Null Values
Migrating To A Multi-Instance Keyword Type Group
Configuring Index Extraction
Printing
Print Configuration Overview
Local Settings
System-Wide Settings
The Print Dialog Box
Print Queue Configuration
Local
Network
Print Cluster
Print Format Configuration
Configuring User-Defined Paper Sources and Sizes
Product Licenses
Installing License Certificates
Viewing License Information Numbers
Product Licensing
Adding a Product License
Removing a Product License
Removing Workstation Licenses Registrations
Updating Available Products
Setting Up Usage-Based Billing
Running the Client as a Windows Service
Service Configuration
Configuring a User Account to Log on as a Service
Delaying the Startup of a Service
Stopping a Client Windows Service
Stopping a Client Windows Service Remotely
Running Multiple Windows Services on One Server
Backup and Restore Windows Services Configurations
Backup Windows Services Configurations
Restore Windows Services Configurations
Monitoring the Client Running as a Windows Service
Diagnostics Console
Processing Logs
Windows Event Log
Queries and VB Scripts
VB Scripts Configuration
Create a New VB Script
Editing a VB Script
Calling a Utility Script from a Script
Visible Scope
History
VBScript Script Control
Hyland OnBase Script Editor (Advanced VBScript Editor)
Using the Hyland OnBase Script Editor
Restoring the Default VBScript Editor
Script Hook Configuration
Creating a Script Hook
Configuring Custom Queries
Configuring Custom Queries - User Group
Configuring Custom Queries - Document Type Query
Configuring Custom Queries - Document Type Group Query
Configuring Custom Queries - Folder Type Query
Custom Query Retrieval Keywords
Adding One or More Retrieval Keywords to a Custom Query
Configuring Custom Queries - Keyword Query
Configuring Custom Queries - SQL Query
Configuring Custom Queries - Full Text
Configuring Custom Queries - Default Date
Configuring Custom Queries - Icon
Configuring the Availability of Display and Sort Columns
Configuring Display Columns
Configuring Sort Columns
Configuring Group Columns and Filter Columns
Configuring HTML Forms for Custom Queries
Displaying Images on HTML Documents
Displaying Images Stored in the Database on HTML Documents
Additional Parameters
System Maintenance
The Customer Information Server
Technical Bulletins
Information Collection and Use
Configuration Reports
Running Reports
Retrieving a Report
System-Wide Settings
Application Server Overview
Defining the Application Server
Renaming Objects
Configuring System Refresh Times
Configuring Login Banners
Assigning User Groups to a Login Banner
Editing Login Banners
Changing the Name of a Login Banner
Modifying Login Banner Settings
Deleting a Login Banner
Enforcing User Password Security
Understanding System Password Policies
Password Policies for Importing and Exporting Configuration Items
Creating a Password Policy
Copying Password Policies
Organizing Password Policies
Resetting All User Passwords
Cryptography Settings
Changing the Encryption Suite and Version Compatibility
Analyzing and Converting the Data Affected
Cryptography Settings Additional Considerations
General Considerations
FIPS 140-2 Considerations
PIN Policies Configuration
Two Digit Year Settings
Global Client Settings
Processing Tab
Document Tab
Email Tab
Keyword Tab
Security Tab
Digital Signature Tab
Transaction Logs Tab
Misc Tab
Process Settings: Setting the Maximum Number of Uncommitted Batches
Configuring Icons
Attachment Settings
Disabling the Attachment Warning Message
Database Functions
Configuring Database Settings
Locking the OnBase System
Re-upgrading the Database
Re-upgrading the Database Using the Configuration Module
Re-upgrading the Database Using Foundation DBUtils
Modifying the JSON Configuration File
Configuring Connection Strings in the Foundation DBUtils User Interface
Running the Foundation DBUtils Application
Table/Index Comparison
Enable Encrypted AutoFill Keysets
Backwards Compatibility Settings
Overriding Privileges for Internal Mail
Overriding the Default Time for Date & Time Keyword Types
Using the IBM OEM Character Set
Print Logic for HTML Documents
Support for Environments Using Pre-8.0.0 Versions of the Client
Database Locking
User Groups and Rights
User Names and Passwords Configuration
Creating a User
Assigning a User Group
Renaming a User
Deleting a User
Locking a User
Unlocking a User
Disconnecting a User
Creating a User Template
Viewing User Metrics Data
Updating User Passwords
Service Accounts
User Metrics
Viewing User Metrics
Locking/Unlocking Users
Deleting Users
Importing User Account Information
Importing User Account Information Using an XML File
Creating the XML Import File
Updating the XML Import File
Updating User Groups in the XML Import File
Updating Users in the XML Import File
Importing the XML Import File
Importing User Account Information Using a Text File
Text Import File Format
Importing Users from a Text File
Configuring User Groups and Rights
Renaming a User Group
Deleting a User Group
User Group Configuration for Configuration Rights
General Settings
Users/User Groups
Products
User Group Configuration for Document Templates
User Group Configuration for Document Types
Assigning Document Types to a User Group
Setting Override Privileges
Copying Override Privileges
User Group Configuration for File Cabinets
User Group Configuration for File Types
User Group Configuration for Folder Types
User Group Configuration for Indexing Limits
User Group Configuration for Keyword Sets
User Group Configuration for Log Privileges
User Group Configuration for Members
User Group Configuration for Note Types
Editing Privileges for Note Types
User Group Configuration for Password Policies
User Group Configuration for Print Formats
User Group Configuration for Print Queues
User Group Configuration for Scan Queues
Overriding Rights to Specific Queues
User Group Configuration for StatusView
User Group Configuration for Timeout
User Groups & Rights for Custom Queries
License Settings for User Groups
Considerations for User Group-Associated Licensing
Simplified Licensing Considerations
Configuring License Settings for User Groups
Configuration for Security Keywords
Considerations for Cloud Users
Administrator Account Setup
Considerations for Using Not Equal Security Keywords
Assigning Security Keywords to an Individual User or User Group
Configuring User Group Privileges
User Group Configuration for Product Rights
Copying User Group Rights
Disconnecting a User Group
Default User Accounts
Best Practices
Default User Accounts in the Client
OnBase Client
OnBase Web Client
Default User Groups
Utilities
System Utilities Overview
Fast Load Utility
Configuring a Document Display URL
Redaction Migration
Transferring Data to a New Database
Pre-configuration
Configuring the Destination Database Dialog Box
Setting Minimum Version Compatibility
Workstation Options Dialog Box
Interface Translations
Configuring a Primary Language
Creating a Language Translation
Adding Values to a Translated Language
Modifying Values of a Translated Language Outside of OnBase
Exporting Configuration Items
Importing Translated Values
Deleting a Translation Language
Translatable Configuration Items
Translating WorkView Views Created in a Previous Version
Limitations
Sorting Limitations
Performance Limitations
Other Limitations
Changing Database User Name Passwords
Deploying Newly Created Database User Name Passwords
Upgrading OnBase After Changing Passwords
End User License Acceptance
Configuring Processor Notifications
Configuring a Processor Notification Group
Configuring a Processor Notification
Configuring the Distribution Service
Change Control
Change Control Overview
Exporting and Importing Configuration Items
Configuring Import and Export Wizard Settings
Exporting Configuration Items from a Database
Considerations for Exporting Configuration Items
Exportable Configuration Items
Creating an Export Package
Importing Configuration Items into a Database
Considerations for Importing Configuration Items
Importing Configuration Items
Auto Resolution
Save and Load Decisions
Save Decisions
Load Decisions
Viewing Import History
Filtering Import Configuration Item Columns
Operators
Drop-Down Lists
Custom Filter Selection
Change Tracking Overview
Filtering Change Tracking Columns
Operators
Drop-Down Lists
Custom Filter Selection
Administration Portal
Administration Portal Overview
Logging in to the Administration Portal
Accessing the Portal Sidebar Options
Viewing the Version Number
Keyboard Shortcuts for Lists
Administrative User Settings
General Settings
System Settings
User Configuration
Creating Users
Searching for Users
Editing User Information
Security Options
Administration Rights
Account Expiration
Assigning and Managing a User's User Groups
Locking or Unlocking a User
Updating a User's Password
User Group Configuration
Creating User Groups
Searching for User Groups
Editing User Group Settings
Default Document Privileges
Default Folder Privileges
Default Scan/Index Privileges
Client Features
Client Based Products
Configuration Rights
Product Rights
Assigning and Managing User Group Members
Assigning and Managing User Group Document Types
Keyword Type Group Configuration
Creating Keyword Type Groups
Searching for Keyword Type Groups
Editing Keyword Type Group Settings
Assigning and Managing Keyword Types in a Keyword Type Group
Assigning and Managing Document Types in a Keyword Type Group
Keyword Type Configuration
Configuring Keyword Types - Before You Begin
Creating Keyword Types
Selecting a Data Type for a Keyword Type
Notes on Floating Point Keyword Values
Searching for Keyword Types
Editing Keyword Type Settings
Display Options
Retrieval Options
Import Options
Managing Datasets for a Keyword Type
Displaying Keyword Values in a Drop-Down List
Viewing Document Types Assigned to a Keyword Type
Document Type Group Configuration
Creating Document Type Groups
Searching for Document Type Groups
Editing Document Type Group Settings
Document Type Configuration
Creating Document Types
Searching for Document Types
Editing Document Type Settings
Text/Image Options
Text Options
Retrieval Options
Indexing/Import Options
Multi-Instance Keyword Groups
Image Markups
Workflow
Performance
Advanced
Assigning and Managing Keyword Types for a Document Type
Editing Keyword Type Settings for a Document Type
Keyword Type Settings for Document Types
Assigning and Managing User Groups for a Document Type
Configuring a Document Type's Auto-Name
File Format Configuration
Supported File Formats
Standard File Formats
Microsoft Office File Formats
Unsupported Dynamic Elements
Track Changes and Printing
Creating File Formats
Searching for File Formats
Editing File Format Settings
Viewer Options
Requirements
Configuration Requirements Overview
Requirements
General Requirements
Hyland Software - Microsoft Windows Updates
Windows 10 Updates
Data Execution Prevention (DEP)
Determining DEP Settings
Configuring Exceptions to DEP Settings
Authenticode Signature Verification
Enabling Authenticode Signature Verification
Disabling Authenticode Signature Verification
Licensing
Backup/Recovery
Backup
Backup Considerations for the Cloud
Configuration
Registry Settings
External Files
Cloud Batch Schedule
Determining the Allowed Number of Uncommitted Batches
Scheduling a Batch Commit Using Schedule Management
Scheduling a Batch Commit Using Auto-Commit
Scheduling a Batch Commit Using Workflow
Additional Steps
Recovery
Configuration
Registry Settings
External Files
Module-Related .INI Options
Registration
Additional Steps
Reports
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
Troubleshooting Licensing Certificates
Upgrade Considerations
Troubleshooting the Verification and Installation of Certificates
Invalid License Certificate Chain
Solution
Change in Licensed Products Detected
Solution
Detected Incomplete Certificate Installation
Solution
Reduce Workstation Licenses
Solution
Existing Database Lock
Solution
Certificate Has Already Been Applied
Solution
All Other Issues
Contacting Support
General Troubleshooting
Introduction
Database Troubleshooting
An Administrator Password is Required to Log on to the OnBase Client
ODBC Error Occurs While Trying to Save Currency Values in Oracle Database
ODBC Error Occurs While Trying to Log on to the OnBase Client on a Windows 64-bit Workstation
ODBC Error Occurs While Trying to Log on to the OnBase Client Using an Oracle Database
Disk Group Errors
Help Files
Keywords
Keyword Type Groups
Logon
OnBase Client Closes Unexpectedly
No Error Message
The application has failed to start because its side-by-side configuration is incorrect. Please see the application event log for more detail.
This application has failed to start because the application configuration is incorrect. Reinstalling the application may fix this problem.
OnBase Client is Automatically Minimized
OnBase Client Logon Status Information
Hyland.Logging Modules
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Word Cannot Start the Converter mswrd632
XML Documents Are Displayed Incorrectly
Exception is Encountered When Viewing an XML Document
Property-Based Indexing
Printing
Documents Do Not Print
Documents Printed in Different Clients Do Not Match
Not Starting While Running as a Windows Service
Scripting
User Groups
Lock Failure Occurs When Only One User is Accessing a User Group
Users
Viewing HTML Documents
Configuration Best Practices
Configuration Best Practices Overview
Configuration Changes
Custom Queries
Name
Retrieval Keywords
Display Keywords
Settings
Document Types
Auto-Name
Cross-References
Icons
Name
Settings
Default File Format
Retrieval List Sort Order
Unrestricted Query Warning
Keyword Types
Order
Options
Keyword Objects
Read-Only Keyword Types
Folders
Global Client Settings
Archive configuration activity as SYS Configuration Report
Disable Document List Refresh
Keywords
Keyword Types
Alphanumeric
Maximum Length
Storage Options
Character Case Options
Data Sets / Drop-Down Lists
Only Display Distinct Values
Delete Orphans
Display Options
Auto Display
Examples
Keyword Type Groups
Document Date
Allow Null Values
Keyword Type Group Indexes
Example
Migrating to Keyword Type Groups
Multi-Instance Keyword Type Groups
Examples
Cascading Data Sets
Security Keywords
Modifying Keyword Type Configuration
Deleting Keyword Types
Configuring Keywords in Custom Queries and Workflow Filters
Maintenance Tasks
Daily Tasks
Confirm Successful Daily Backups
Confirm Successful Transaction Log Backups
Confirm Successful Database Backups
Check Source Directories
View SYS Unidentified Items
Check Windows Event Viewer
Check Document Locks
Check Process Locks
Weekly Tasks
Confirm Successful Weekly Backups
Confirm Removable Media to Off-Site Location
Record the Size and Free Space of the SQL Transaction Log
Record the Size and Free Space of the OnBase Database
Record the Size and Free Space of All Disk Groups
Record All Free Space on Remaining Drives
Run All System Configuration Reports
Capture Performance Metrics
Rebuild Database Indexes
Monthly Tasks
Purge OnBase Transaction Log
Confirm Successful Monthly Backups
Confirm Tape Rotation to Off-Site Location
Test Ability to Restore Files from Backups
Test Ability to Restore OnBase Database
Consider Rebooting All Servers
Communicate with Local IT Staff
Communicate with OnBase Users
Communicate with Your Solution Provider
Other Tasks
User Names
User Name
User Templates
Utilities
Database Settings
Apply System Lockout

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