Hyland OnBase NSU Training Day 2: System Administrator's Training

Summary

Trainers will be trained on the basic concepts of capturing & retrieving documents in OnBase using the Unity Client. The session combines lecture/presentation with hands-on experience using sample documents in guided instructional exercises.

Body

Overview

Description

This session is for the NSU OnBase Administrator’s that are designated for long-term administration of the delivered solution:

  • Solution Specific Configuration – This session will focus on how OnBase has been configured for NSU.

Important: As inferred, this training assumes that the attendees have taken the 5-day OnBase System Administration Training. This course does not review concepts covered in that training but rather builds on that knowledge to focus on unique solution configuration

Who should attend?

  • NSU OnBase Administrator
  • Customer Project Lead

Topics to be covered during remote training

  • Administrative Tasks
  • Checking Locks
  • Security and User Management
  • Document Maintenance
  • Scan Queues
  • AutoFill Keyword Sets
  • Scheduler
  • Custom Queries
  • Cross Referencing
  • Purging - Document Maintenance (aka Recycle Bin)
  • User / Workstation Options
  • Verification reports

Instructions

Hyland OnBase Training Day 2 for System Administrators.

Click on the image below and use your NSU credentials to view Day 2 training.

 

For More Information

If you have any other questions or concerns, please go to the Client Portal and sign in to submit a ticket for Hyland OnBase Support. Or, contact Client Services at 757-823-8678 or via email at clientservices@nsu.edu with a phone number we can reach you. 

Details

Details

Article ID: 55
Created
Mon 1/24/22 10:15 AM
Modified
Mon 1/24/22 11:12 AM