Electronic Plan Review (Plan Review) has additional upgrade considerations when you upgrade to OnBase Foundation 22.1 from one of the following earlier versions:
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Any pre-Foundation releases prior to 18 SP 2
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Foundation EP1
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Foundation EP2
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Foundation EP3
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Foundation EP4
When upgrading from any of these versions, you must ensure that all instances of Plan Review are also upgraded to the new version.
With this version, new permission checks have been added to better secure service methods used by the Plan Review portal. Three User Group options in the OnBase Configuration module must be enabled in order to use the Plan Review portal. The OnBase user that is used in the Plan Review portal web.config file must be assigned to a User Group with these permissions checked in order for the Plan Review portal to function properly. These options are found in the Plan Review User Group Options dialog box in the User Group settings. Make sure the following permissions are set:
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Manage Projects
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Manage Portal Users
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Manager Project Groups
If you do not see the Plan Review button in the User Group settings in OnBase Configuration, you will need to open a support ticket to get a temporary Plan Review Named Client license.
See the Electronic Plan Review module reference guide for more information on configuring User Group settings for the Plan Review portal.