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Onbase Guide Client Functionality Comparison

This document compares the functionality and administration capabilities of different OnBase clients. The Web client, Unity client, MS Office integrations, and Outlook add-in allow end users to retrieve and submit content and use workflows. The Thick client, Studio client, and Configuration client provide administrator functions like configuring workflows and dashboards. The Unity Management Console provides high-level management of users, groups, and scheduled tasks.

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44 views

Onbase Guide Client Functionality Comparison

This document compares the functionality and administration capabilities of different OnBase clients. The Web client, Unity client, MS Office integrations, and Outlook add-in allow end users to retrieve and submit content and use workflows. The Thick client, Studio client, and Configuration client provide administrator functions like configuring workflows and dashboards. The Unity Management Console provides high-level management of users, groups, and scheduled tasks.

Uploaded by

sameena
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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OnBase Guide - Client Functionality Comparison

Unity Unity
MS Office Outlook Virtual
Web client OnBase Studio Configuration Management
Client (Word/Excel) Add-In Print
client (Windows (Thick) client client client Console
Add-In client client Driver
Only)

End User Actions


Retrieve Content X X X X X
Submit/Import Content X
X X X X (Converts X
to image)
Scan X
Use Workflow X X X X
View Dashboards X X X
Use WorkView X X
Administrator Actions
Configure Workflow X
Configure WorkView X
Design Unity Forms X
Create Dashboards X
User Group Management X
User Management X X X
Scan Queue Management X
Doc Type Management X
Keyword Management X
Scheduled Task Management X
Pre-Requisites/Dependencies
Requires ODBC X X
Requires Unity Client X

Links/installers available here: https://www.cu.edu/doc/onbase-web-urls-and-unity-client-urls-v4.pdf

Campus credentials can be used to log in to the Unity client, web client and Office integrations. Your OnBase username for non-SSO clients (Thick client, Studio,
Configuration) is the same as your PeopleSoft OperID (ex. ABCD000001) and requires a separate environment-specific password.

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