Configuring Keyword Types - Before You Begin Configuration - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration

Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Standard
Essential
Premier

Because Document Types can have different purposes, there are considerations to be aware of when designing Keyword Types. It is important to understand the purpose of the Keyword Type, to anticipate possible values, and to anticipate the amount of change to be expected.

Some questions to consider are as follows:

  • Will Keyword Types have multiple values?

  • Will the Keyword Types be applied to documents during processing?

  • Should any Keyword Types be configured to allow mixed case values, or can uppercase values be used throughout?

  • Will Keyword Values be manually indexed?

  • Should certain Keyword Types be hidden from certain users?

  • Should certain Keyword Types appear as read-only to certain users?

  • In the life of documents in the Document Type, will Keyword Type Values change?

  • Will the Document Types containing the Keyword Types be used in a Workflow?

  • Will documents be used in a Redaction Process?

  • Will documents be re-indexed to other Document Types?

Different usage of document information brings differing needs for Keyword Types. Some types are storage efficient; other types are optimized for a particular performance characteristic.

It is recommended that you follow the configuration steps starting with the Configuring Keyword Types overview topic. As you move through the configuration steps, take note of the information supplied with each option that will help you to decide the approach with which to configure your Keyword Types.