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Transcript of OnBase Overview
1. Application Server
2. Database/File Server
3. Web Server
Snapshot of our Production Environment
Functional Area Admin
Hyland Sales Representative - Denise Jenc
How We Use It?
OnBase is enterprise content management system.
At we are using it primarily for document and records management.
ESOC Contract - Process, Policy & Procedures, etc.
Human Resources - Employee Records
Accounting - Invoice Records
1. Disk Groups
2. Document Type Group
3. Document Types
5. Custom Queries
6. Document Import Process
7. Scan Queues
8. User Groups
SGT OnBase Overview
Bulk Import (DIP Process)
ESOC end users, visitors
End user client accessed via web
End user client accessed via desktop application (requires VPN or RDP)
Powerusers, scanning, and bulk importing (requires VPN or RDP)
Admins (requires VPN or RDP)
Wrapping up and moving onto next area...
Managing project schedules
Plan, Requirements, Plan...
Scope creep issues common with broad applications
Requires dedicated resources to manage and expand functionality
Robust document automation tool
Currently being used at a basic level
Can automate paper intensive processes (i.e. invoicing)
Integrates well with CostPoint 7 and SharePoint