Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

Overview

Hyland Software's OnBase is a system for managing documents stored electronically, usually known as a document imaging system. This is a Windows client/server system used in many offices on campus.

Product Details

There are currently two OnBase client applications in use on campus: the traditional "thick" client, and the new Unity client with its Office-like ribbon.

...

This software is supported by Russ Bauer in the EIS group in ITS. It uses a Carleton-based Microsoft SQL Server database, hosted on (as of Friday August 22, 2014) onbasedb.ads.carleton.edu.

System Requirements

The OnBase Client hardware requirements are so low that any college-owned computer purchased and setup in the last four years should qualify.

...

That first component is part of every Carleton build of Windows 7 and later, and there is an installer available in the KBOX user portal . The last has been added to the KBOX installer for the OnBase Unity Client. There is also an optional Virtual Print Driver component, which has been added to the KBOX installer.

Licensing Information

The OnBase clients, and the Virtual Print Driver, are freely distributable on campus. Specific stations will be licensed for indexing and for scanning documents into the system.

Licensing Restrictions

None for OnBase clients

Usage Restrictions

None for OnBase clients

Home Use

It is not recommend that this client be installed on non-college-owned computers. By the end of 2014, the Unity Client will be available from off campus via Citrix (XenApp).

Lab and Classroom Availability

This is administrative software not used in labs or classrooms. It is installed on all PCs in the ITS Training Room.

Installation Instructions

College Owned Equipment

The Hyland OnBase Client 13 and Unity Client 13 installers are available from the KBOX user portal for all users.

...

Here is the ITS restricted installation information.

Labs and Classrooms

To request this software be installed on a refreshing lab/classroom contact xxx

Personal Machines

Not applicable.

Citrix

The Unity Client will soon be available in the new Carleton Citrix service at https://citrix.carleton.edu . The Application Enabler feature is not likely to work in the Citrix environment, however.

Who To Call

For OnBase questions, call the Help Desk at x5999.

Questions, Tips and Tricks

Technical Troubleshooting

Traditional "thick" OnBase Client troubleshooting:

If you have problems with the OnBase Client installer, first try uninstalling every trace of any previous OnBase or Hyland software, files, registry settings, and ODBC data sources. The KBOX installer runs a batch file called uninst.bat that tries to do this, but it could have missed something.

...

If OnBase launching results in an error message, "(Autologin) No matching usergroups were found–access denied", make sure you are logged into the computer as a user who can run OnBase; the ITS account is not one of these.

Unity Client troubleshooting:

The Unity Client has been installed with an optional component called Application Enabler (AE), which allows the Unity Client to interface with other applications installed on the computer. Application Enabler is controlled by an XML configuration file that is continually being enhanced, and so needs to be updated occasionally on every computer to get the latest changes. To get the latest version of this file (CarletonAEconfig.xml), in the KBOX user portal, run the Kscript titled, "Update OnBase Unity Application Enabler".

Miscellaneous Information

.