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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 were 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 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, August 25, 2017, the OnBase servers were upgraded to version 17, and new Unity client 17 (17.0.0.45) was rolled out to computers that had any old Unity or "thick" client. Compatibility with .NET Framework 4.7 has not been tested, and since many other applications are reporting problems, the upgrade will not be offered through our campus WSUS server.
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 " anytime after 8/25/2017. Users needing the "thick" client should contact Russ Bauer for more information.
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
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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