Installation

Web Parts for Microsoft SharePoint

Platform: OnBase
Product: Web Parts for Microsoft SharePoint
Release: Foundation 23.1
License

Documentation Notice
Overview
Introduction
StatusView Web Parts
Authentication
Licensing
Installation
Requirements
General Requirements
Third-Party Software
Licensing
Upgrade Considerations
Web Parts for Microsoft SharePoint Upgrade Considerations
Upgrading from Version 10.0.0 to Foundation 23.1
Pre-Installation
On-Premises Pre-Installation Requirements
SharePoint Online Pre-Installation Requirements
Upgrading to Version 10.0.0 to Foundation 23.1
Uninstalling Web Parts for Microsoft SharePoint
Installers Overview
StatusView Web Part Installation with SharePoint 2019
Running the Installer (SharePoint 2019)
Web Part Configuration (SharePoint 2019)
Enabling the Secure Store Service
Setting Up a Secure Store Service Application
Mapping Accounts
Creating Secure Store Service Accounts
Configuring Web Parts for the Secure Store Service
Using a Secure Store Service Web Part for the First Time
Web Part Upload & Activation (SharePoint 2019)
StatusView Web Part Installation with SharePoint Online 2019
Configuring the Web Server for use with SharePoint Online 2019
Editing the Web Server Web.Config File
Configuring Cross-Domain Settings
Configuring the Cookie Handling Setting
Configuring Active Directory Enhanced Settings
Enabling Impersonation
Configuring Optimization for Windows Authentication
Repair or Remove an Installation
Troubleshooting
ActiveX Controls Fail to Load
Message from webpage: 'null' is null or not an object
Message from webpage: System error: -2146697208
Web Part Error: This portlet encountered an error
Workflow Portlets Are Empty
Contacting Support
StatusView Web Part Configuration
StatusView Web Part Configuration Overview
Requirements
Configuration Outline
StatusView Configuration
Accessing StatusView
Assigning Portlet Privileges
By User Group
By Portlet
StatusView Portlet Page Configuration
Configuring a Portal Page
SharePoint Foundation 2019 and SharePoint Server 2019
SharePoint Online 2019
Configuring the Web Part
SharePoint Foundation 2019 and SharePoint Server 2019
SharePoint Online 2019
Reconfiguring Portlet Contents
Changing the Portlet Type
SharePoint Foundation 2019 and SharePoint Server 2019
SharePoint Online 2019
Adding Portlets to a Page
Deleting an Existing Portlet
SharePoint 2019 and SharePoint Online 2019
StatusView Portlet Contents Configuration
Configuring a Portlet Name & Height
Custom Query Portlet
Document Knowledge Transfer Portlet
Form Portlet
Envelope Portlet
File Upload Portlet
Foldering Portlet
Querying for Folders to Display
Selecting Folders to Display
Enabling Folder Search Only
Workflow Portlet
Workflow Dashboard Portlet
Workflow Process Statistics Portlet
Workflow Queue Activity Portlet
Workflow Queue Filter Portlet
WorkView Filter Portlet
WorkView Summary Portlet
Usage
Working with StatusView Portlets
Custom Query Portlets
Document Knowledge Transfer Portlets
E-Form Portlets
Envelope Portlets
File Upload Portlet
Folder Portlets
Browsing Folders
Searching for Folders
Navigating the Folders Window
Display Child Folders in a Pop-up List
Workflow Portlets
Workflow Dashboard Portlets
Workflow Process Statistics Portlets
Workflow Queue Activity Portlets
Workflow Queue Filter Portlets
WorkView Filter Portlets
WorkView Summary Portlets
Tabular
Pie Chart and Bar Chart
Using the Chart Viewer
Viewing Documents & Folders
Document Viewer Overview
Viewing Documents
Document Viewer
PDF Viewers
Folders
File Cabinet
Folder Definition
Folder Hierarchy
Folder Contents
Static Folder
Dynamic Folder
Opening File Cabinets and Folders
Opening Documents and Folders in New Windows
Displaying Find Folder Feature Upon Clicking a Folder
Working with Folder Pop-up Lists
Moving Up a Level from a Folder Tab
Searching for Folders
Applying a Folder Template
Applying Folder Filters
Adding and Removing Documents
Adding Documents to Dynamic Folders
Adding Documents to Static Folders
If You Cannot Add a Document to a Folder
Copying or Moving Documents to Folders
Removing Documents from Folders
Adding and Deleting Folders
Adding a Folder
Deleting a Folder
Changing Folder Keyword Values
Emailing FolderPop Links
Printing Folder Contents
Document Viewer Shortcuts
Navigating Documents
Zooming In and Out
Searching for Internal Text
Viewing Previous or Next Documents
Access Document Keyword Values
Retrieving Cross-Referenced Documents
From Image or Text-Based Documents
From E-Forms or HTML Documents
From PDF or OLE Documents
Deleting Documents
Deleting an Open Document
Navigate
Scale
Process
Send To Options
Display Considerations
From an Open Document
From the Document Search Results List
Emailing Documents
Emailing a Document
Attachment Display Considerations
Using the Mail Message Dialog Box
Checking Names and Addresses
Send To | Clipboard - Copying Documents to the Clipboard
Send To | Create New Document - Creating New Documents from Existing Documents
Adding Documents to an Envelope
Saving Documents to Files
File Naming Conventions
Saving Multiple Documents to a Zip File
Character Substitutions
Printing
Printing Documents
Printing E-Forms
Sending Documents to Print Queues in the Web Client
Print Queue Dialog Box Options
File Format not Supported for Printing
Toolbars in the Document Viewer
Options Button - Viewer Options
Changing Thumbnail Size
Suppressing Blank Pages
Pages Toolbar - View Document Thumbnails
Show or Hide Thumbnails
Navigating the Document Using Thumbnails
Reordering Pages in a Document Using Thumbnails
Adding Pages to a Document Using Thumbnails
Deleting Pages from a Document Using Thumbnails
Re-indexing
Re-Indexing Documents
Keywords with Drop-Down Lists
Re-Indexing Document Revisions
Considerations for Re-Indexing Documents and Adding or Modifying Keyword Values
Notes and Annotations
Notes Overview
Note Icons
Options
View Notes - Open and View Notes or Annotations
Viewing Notes
Moving Notes
Adding Notes, and Editing and Deleting Notes and Annotations
Add a Note
Edit Note or Annotation Text
Editing Note Type Privacy Options
Deleting a Note
Changing the Note Type
Notes Dialog Box
Viewing a Document in the Notes Dialog Box
Viewing a Note in the Notes Dialog Box
Adding a Note in the Notes Dialog Box
Editing a Note in the Notes Dialog Box
Deleting a Note in the Notes Dialog Box
Setting Note Privacy Options
Notes Pane Viewer for OLE Documents
Annotations
Annotations Toolbar
Creating Annotations
Moving and Resizing Annotations
Redactions
Creating a Redaction
Staples
Working with Staples
Stapling Documents from Open Documents
Stapling Documents with the Stapler Icon
Viewing Stapled Documents
Moving Staple Notes
Editing Staples
Deleting a Staple

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