Migrating To A Multi-Instance Keyword Type Group - System Administration - On-Premises - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

On-Premises System Administration

Platform
OnBase
Product
System Administration - On-Premises
Release
Foundation 22.1
License
Standard
Essential
Premier
CAUTION:

Before migrating a Keyword Type Group to a Multi-Instance Keyword Type Group, create a backup of the database and have all users exit the system.

A Keyword Type Group can be migrated to a Multi-Instance Keyword Type Group after it has been created.

The following considerations should be made prior to performing the migration:

  • Keyword Type Group migration is not currently supported in databases using 64-bit integer fields.

  • The migration process cannot be undone.

  • You cannot choose to migrate only certain Keyword Types to the Keyword Type Group. All Keyword Types assigned to the Document Type are migrated as one group.

  • You cannot have an existing Keyword Type Group assigned to the Document Type.

  • Multiple instances of a Keyword Type cannot exist on documents in the migrating Document Type. If multiple instances of a Keyword Value exist on one or more doucments included in the migration, please contact Hyland Software Database Services.

  • During migration, any Keyword Types that exist on the Document Type, but are not defined in the Keyword Type Group will be lost.

  • Any Keyword Types that exist in the Keyword Type Group, but are not Selected for the Document Type, are retained in the Keyword Type Group with null Keyword Values.

To migrate Keyword Types:

  1. In the Configuration module select Keyword | Keyword Type Groups to access the Keyword Type Group Configuration dialog box.
  2. The Keyword Type Group Name list will show all existing Keyword Type Groups in the system.
  3. Select a Keyword Type Group from the Keyword Type Group Name field that is not already configured as a Multi-Instance Keyword Type Group, and click the Settings button.
  4. The Keyword Type Group Settings dialog box is displayed:

    Since you are modifying the settings of an existing Keyword Type Group, the Migrate To Multi-Instance Keyword Type Group button is available in the Keyword Type Group Settings dialog box.

  5. Click the Migrate To Multi-Instance Keyword Type Group button.
  6. The Warning dialog box is displayed:

    In addition to the warning message, the Warning dialog box contains information on how many Document Types and Folder Types are configured to use the Keyword Type Group.

  7. Click Yes to continue the migration process. Click No to stop the migration process.
  8. After clicking Yes, the Keyword Type Group Migrate dialog box is displayed:
  9. To proceed, enter the following password: DATABASE BACKUP COMPLETE
  10. Click OK.
  11. A message is displayed stating that the migration was successful.
    CAUTION:

    After migration is performed, re-launch all open instances of the OnBase Client module and the OnBase Web Client module. The new Keyword Type structure is not recognized by active instances of these modules until they have been re-launched. If you do not re-launch these modules, changes to the Keyword Values associated with migrated Keyword Types will not be saved.