Post Import Activities - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

After a life cycle has successfully been imported in OnBase, there are several items that need to be completed to ensure that the configuration is working as intended.

The following items must be completed in order to finalize the import process:

  • Assign a Disk Group to each newly imported Document Type and each SYS - Promote Disk Group action that is configured.

  • Configure any cross references that you want for the appropriate Document Types.

  • Assign appropriate icons to the newly imported Document Types.

  • Assign all appropriate permissions to the newly imported User Groups.

  • Create any new Users and assign Users to User Groups as appropriate.

  • For rules and actions that use Unity Scripts, the scripts must be reconfigured in the actions and rules after importing a life cycle. This is to ensure that the correct script is associated with the correct rule or action.

  • Ensure that User Forms are directed to the proper directory path.

  • Ensure that system property and keyword type mappings are appropriate for any imported E-Forms.

  • Configure any life cycles that were brought over as placeholders through a relationship with the imported life cycle.

  • Assign appropriate user rights to AutoFill Keyword Sets.

  • Assign passwords for life cycle configuration locking as appropriate.

  • After using Workflow Import to migrate Workflow data into a system, Workflow Doctor should be run to ensure the solution was imported and functioning as intended. Select Workflow | WF Doctor | Report Issues and run all reports. Issues that are identified that are not by design can be corrected using the Fix Configuration Errors and Fix System Errors tools. Select Workflow | WF Doctor to access both of these error resolution tools.

  • High level functional testing should be run to ensure the life cycle is functioning as intended once the import is complete.