Disconnected Scanning

OnBase Disconnected Scanning is a module that allows users to scan batches locally, and upload those batches to the OnBase system.  We are anticipating this will help to eliminate the dreaded Error #75 that has plagued our system for the past year. 

Disconnected Scanning uses the Application Server to upload the batches, and eliminates the needed for the OnBase Client on those machines where Disconnected Scanning has been implemented.

Disconnected Scanning is part of the Hyland Client Components software package.

Launching

The first time a user launches Disconnected Scanning, or any time there are changes to document types that need to be reflected in Disconnected Scanning, please be sure to Right-Click on the Disconnected Scanning Icon and select Run as Administrator:

Each user will need to have some settings written to the computer that only happen when Run as Administrator is selected. Choose "Server" instead of "Local" as the login type.

Launching as administrator needs to be done the first time for each user, and may need to be done again for each user if configuration changes are made on the server that affect scanning, such as changes to document types.

For normal operations, do not run as administrator, and log in to the client using "Local" instead of "Server":

Uploading batches

It is important to understand that batches will not be available to other users until they have been uploaded to the server.  Please be sure to upload any or all batches before completing your shift for the day. 

Using Disconnected Scanning

For those users familiar with scanning documents into OnBase, the interface is very similar.  However, does not provide an interface for retrieving documents. 

1.  Launch Disconnected Scanning by double clicking on the icon.  Currently, Disconnected Scanning does not support the automatic login feature, so you will be prompted for OnBase credentials. 

2.  Select the Scan Queue and Scan Format you would like to use for scanning documents.

3.  Follow the steps you would normally do for scanning/indexing documents.

Batches will accumulate in the "Awaiting Index" queue.  At this point, you can either start indexing documents or upload the batches for indexing at a later time.

4.  To upload the batches, click on the Server option in the menu bar.
5.  To upload all batches in a particular scan queue, select Upload batches...
The default is to select all the scan queues a user would have access to, however, you can use the check boxes to select a specific queue to upload.

6.  To upload specific batches, select Upload Specific Batches...

Use the check boxes to pick which particular batches you want to upload.