Document

Automation

for

Higher Education

Agenda

Matrix Imaging, OnBase, Hyland Software

The OnBase Client (thick) and other modules

System Architecture

Configuring OnBaseStorageIndexes (Keywords)Document TypesUser security

Input

Integration with other applications

Matrix Imaging

OnBase

Hyland Software

The OnBase Client (thick)

University of AlaskaOnBase Modules

Document ImagingCOLDDIPWeb ServerE-FormsWorkflowDDSArchival and Query APIsClient licenses

System ArchitectureClient-Server / 2-Tier

OnBase Fat Client Executable

Client PC Operating System

Network/Local User Rights

ODBC Drivers

Internal Network

Database and File Servers

OnBase Database

OnBase Disk Groups

Database

Workstation

Data

System ArchitectureWeb or API / n-tier

OnBase Browser ActiveX ViewerOnBase DHTML and JavaScriptOnBase Client-side DLL’sBrowser XML ParserBrowser Scripting ObjectBrowser CachingBrowser Security and Config.Browser SoftwareNetwork/Local User RightsClient PC Operating SystemClient NetworkDNS Name ResolutionProxy/Cache/SSL ServersFirewalls

DMZ Exterior Firewalls DMZ Proxy/Cache/SSL ServersDMZ Network AddressingDMZ Network Web Server PC Operating SystemNetwork/Local Admin. RightsIIS SoftwareIIS Web Server CachingIIS Web Server Security & Config.IIS Application Pool Security & Config.IIS Virtual Directory Config.IIS Web Server XML ParserOnBase ASP.NET Pages/HTML/VBscriptIIS ASPNET.DLL page filterIIS Session State handlerOnBase Core Services DLL’sODBC DriversDMZ Interior FirewallsInternal Network/DNS/ProxyDatabase and File ServersOnBase DatabaseOnBase Disk Groups

CLI

ENT

NET

WO

RK T

IERS

INTE

RNET

SERV

ER N

ETW

ORK

TIE

RS

System Architecture

System Architecture

Configuring StorageEstimating storage volume

Determine storage devices

OnBase Disk GroupsVolumesCopies

Configuring Keywords (indexes)OnBase allows an unlimited numberof keyword fields.

Keyword Type groups may be usedfor keywords that are normally usedtogether for better databaseefficiency (speed).

Multi-Instance Keyword TypeGroups act as a set of keywords.

Autofill Keyword Sets.

Configuring Document TypesDocument Type Groups

Document Types

DocumentsFile formatsCross ReferencesE-FormsOverlays & Style SheetsRenditions & RevisionsSecurity

Configuring SecurityUser Authentication

Configuring SecurityRights

Configuring SecurityPrivileges and Product Rights

InputScanning

Production Document Imaging (Kofax or TWAIN)Production Document Imaging (ISIS)Disconnected ScanningFront Office Scanning

COLDText or Graphical print outputData contains recognizable documents and index values

DIPAny file formatUses a separate import index file for reference

Integration

OnBase updates (inbound)

RetrievalApplication EnablerButton / programmatic

Workflow

Updates to Banner (outbound) – NOT SCOPEDbatchODBC

Document

Automation

for

Higher Education