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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.
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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 8/22, /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.
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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. The Unity Client is 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.
Rollout
On Friday, August 21, 2015, the OnBase servers will be upgraded to version 15, and a new Unity client 15 (15.0.1.84) will be rolled out to computers that had the version 13 Unity client. Then, the next week, a new "thick" client 15 (15.0.1.84) will be rolled out to computers that had the version 13 thick client. As of 8/03/15, those counts were 82 and 143, respectively. Both require the Microsoft .NET Framework 4.5.1 or later, which is just a Service Pack 1 applied to the version 4.5 installation via Windows Update, so all computers should already have it.
Users wishing to install the Unity client themselves (rather than letting the K1000 do it) may use the KBOX user portal to choose "Install Hyland Unity Client [15.0.1.84]" anytime after 8/21/2015. Users wishing to install the "thick" client themselves (rather than letting the K1000 do it) may use the KBOX user portal to uninstall the current version, then choose "Install Hyland OnBase Client [15.0.1.84]" anytime after 8/21/2015.
Installation Instructions
College Owned Equipment
The Hyland OnBase Client and Unity Client installers are available from the KBOX user portal for all users.
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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: use the Citrix service instead.
Citrix
The Unity Client is available in the Carleton Citrix service at https://citrix.carleton.edu . The Application Enabler feature may not work as well 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.
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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
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