Onbase Installation Guide
No information is available for this page.Learn why. OnBase is the electronic Accounts Payable and document management system we use for submitting. Department Change Fund Request Web User Guide. The OnBase Certified Installer (OCI) designation is a professional credential awarded by Hyland Software to experienced, OnBase installers who demonstrate expertise in the design, installation, and troubleshooting of effective OnBase solutions.
Onbase Installation Guide
The Introduction to Installation course guides technical OnBase professionals through the installation process for an OnBase solution. The class focuses on pre-installation requirements and takes students through the OnBase configuration process. Installation procedures are discussed in-depth, with many opportunities for gaining hands-on experiences using sample business scenarios. Upon completion of the course, students should be able to install an OnBase system under the guidance of an OnBase Certified Installer. Installer Certification Program.
Pre-Installation Guidelines. Installation Guidelines. OnBase Resources.
OnBase System Structure. OnBase database creation. Web and Application Servers. Disk Groups. Licensing.
Security Models. OnBase Objects. Client Configuration. Automated Processing.
Unity Client Features. OnBase Security. Introduction to Integration strategies. Introduction to Workflow and WorkView. Configuring the User Experience. Running OnBase as a Windows Service. Cross-Referencing.
Onbase Installation Guide
Custom Queries. AutoFill Keyword Sets. Client Administration.
The OnBase Unity Client is a Microsoft Windows application for efficiently using OnBase. The Unity client provides a feature-rich experience for users. Accessing OnBase from a Mac. Follow the 'Mac to PC' directions located. For step 6, type 'ts.imaging.pdx.edu' as the computer name. For directions how to open and use OnBase, see below.
Opening the Unity Client The OnBase Unity Client is already installed on many PSU computers. To run it do the following:. Open your Start menu. Select All Programs. Select Hyland. Select Unity Client. Installing the Unity Client If you do not see the Unity client installed on your computer, you may install it by doing the following:.
Open your Start menu. Select All Programs. Select Self-Service Software. From the list of available software, select which program you want to install. Select Run.
Onbase Installation Guide
Searching For Documents. Select Document Retrieval. Select Custom Queries.
Custom Queries are a feature of OnBase that allows you to easily search for documents across various document type groups based on a common keyword. Select the Custom Query you want to run. Fill out the required fields (such as date range or PSU ID number) and press the Search button below. Opening Documents If your query contains documents they will be listed in the top right side of the screen.
Locate the document you want to view. Double click the document to open it. Further Resources For additional assistance, contact your department coordinator or email.