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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.

The "thick" client version on most machines will be version 1516.0 SP2 [1516.0.2.1410] after 27/1222/2016.

The version of the Unity Client that is current will be version 1516.0 SP2 [1516.0.2.1410] on 27/1222/2016.

OnBase is sold in modules, of which we have only a few. Here is the manufacturer Web site. The Web site requires an account to login to access support documents, including user manuals.

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 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 /wiki/spaces/TAR/pages/26444085 . 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, February 12July 22, 2016, the OnBase servers will be upgraded to version 15 16 SP2, and new Unity and "thick" clients 15 16 SP2 (1516.0.2.1410) will be rolled out to computers that had the respective version clients. These are the first versions that support the Microsoft .NET Framework 4.6.1, so that upgrade will be released through WSUS in the following weeks.

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 [15.0.2.141] " anytime after 27/1222/2016. 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 [15.0.2.141] " anytime after 27/1222/2016.

Installation Instructions

College Owned Equipment

The Hyland OnBase Client and Unity Client installers are available from the /wiki/spaces/TAR/pages/26444085 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.

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The next time this user gets back into Citrix, if Unity gets the same error, run the “OnBase Unity Client FIX for Error” again. The third time this user gets back into Citrix, if Unity gets the same error, run the “OnBase Unity Client FIX for Error” again. After running this fix 3 times, this user should never have to run it again (because it was run once on each of the 3 Citrix app servers). Then the user can right-click this FIX icon on the green Citrix page and choose Remove.

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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