Nate Anderson So, You’ve Inherited an OnBase System

About Me Support Engineer for Kiriworks Two Years of OnBase Support Experience Former OnBase System Administrator Six Years of OnBase Experience Nine Years of General IT Experience OnBase Certified Installer OnBase WorkView Certified

Topics OnBase System Architecture Core & Classic Processing Modules Workflow and WorkView Maintaining your OnBase solution Troubleshooting your OnBase solution Questions

System Architecture Classic Architecture How does the Thick Client work? Core Architecture What makes up the Core of an OnBase system? How does it differ from the Classic architecture?

Architecture Components

Classic Architecture

Uses the OnBase Client (Thick Client) Client works directly with the Database and Disk Groups Uses an ODBC Connection to directly communicate

Core Architecture

Two main clients used Unity Client Web Client Application Server Connects to Database and Disk Groups Does all the heavy lifting Web Server Presents the Web Client to Users Connects to the Application Server for processing Tiered Architecture

Modules What is a module? Where can I see what modules I have? Configuration -> Utils -> Product Licenses

Processing Modules What is a processing module? How do I decide which processing module fits my needs?

Classic Processing Modules DIP COLD Document Imaging / Sweeps

DIP – Document Import Processor Allows automated import of various file types PDF, OLE, Images Identifies keywords based off a source text file Documents can be moved to scan queues for additional handling Configured through Configuration

DIP – Document Import Processor How does DIP work? Files in a DirectoryText Source File

DIP – Document Import Processor Sample DIP Import Folder

DIP – Document Import Processor Sample DIP Input Text File

COLD – Computer Output to Laser Disk Parses through large text documents Can separate large text documents into smaller documents Can identify keywords based off of location Configured through Visual COLD

COLD – Computer Output to Laser Disk Sample COLD Text File

COLD – Computer Output to Laser Disk Sample COLD Configuration

COLD – Computer Output to Laser Disk Document After COLD with Overlay

Document Imaging / Sweeps Files brought in through scanning hardware or directories Allows manual indexing of files or Advanced Capture Sweeps can be scheduled Works with various file types JPEG, TIF, PDF, OLE

Document Imaging / Sweeps Folder with Image Files for a Sweep Results from Sweep through Document Imaging

Document Imaging / Sweeps Document Ready for Indexing

Core Processing Modules Application Enabler Integration for Outlook Mailbox Importer

Workflow and WorkView Workflow What can you do with Workflow? WorkView What is it? How can you use it?

Workflow Expedite and automate existing business processes Virtually pass documents quickly and efficiently Add logic to evaluate documents Load balancing Create timers to process documents in a timely fashion

Workflow Processing Documents through Workflow

WorkView Data-driven custom application No documents needed Objects can be processed through Workflow like a document Meet specific needs for data entry Can connect to external data No need for custom applications

WorkView WorkView Data Entry Screen

WorkView WorkView Filters

Maintaining your OnBase solution How do I keep my system running? What should I be checking? How do I get my system to run efficiently? How should I implement new changes?

How do I keep my system running? Run regular backups of database and disk groups Verify Windows updates with Hyland before applying Third Party Compatibility on Community Verify all services are running Scheduled server reboots during off-hours Test

What should I be checking? OnBase Windows Services Disk group disk space Database disk space Good backups Windows Event Viewer Scheduled Processes are running Document Maintenance

How do I get my system to run efficiently? Implement all changes in test before moving to production Follow database performance best practices MRG available through Hyland Server workload Don’t have all your eggs in one basket! Review network infrastructure

How should I implement new changes? Utilize your test and QA environments Hyland provides certificates for 3 environments by default! Utilize Configuration Migration Test thoroughly!

Troubleshooting your OnBase solution Where do I start? What tools can I use? Are there any logs? Is this even an OnBase problem? I’m stumped! Where do I go next?

Where do I start? Determine what has changed Network, Disk, Database, User Permissions, Upgrade, Patches Who is effected? All users, specific group of users, random users, particular workstation Which module/client is effected? Remember, someone in Unity may not be broken in the Thick Client

What tools can I use? Thick Client Verbose Log Shows database queries behind passed from OnBase Verify query speed on the database reflects similar performance to client Only SELECT statements! Windows! Is there something in Event Viewer? Can you access the disk groups outside of OnBase? Is the network slow in general?

Verbose Log Verbose Output

What tools can I use? Unity Client & Web Client Diagnostics Console Shows query and times Shows services response time Shows errors Only Errors by Default

Diagnosticss Console

Are there any logs? Windows Event Viewer Diagnostics Console Verbose Log

Is this even an OnBase problem? Network Connectivity Database Server Disk Groups unavailable Windows Update Other applications showing bad behavior

I’m stumped! Where do I go next? Contact us! support : Phone support : OnBase Community Module Reference Guides We can provide you these!

Questions?