OnBase 15 SP1 Release Overview

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Version 15

Technical Requirements Overview for

New Installations and Upgrades


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©2015 Hyland Software, Inc.

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COPYRIGHT

Information in this document is subject to change without notice. The OnBase® InformationManagement System software (the "Software") described in this document is furnished only under aseparate license agreement and may be used or copied only according to the terms of suchagreement. It is against the law to copy the Software except as specifically allowed in the licenseagreement. This document or accompanying materials contains certain information which isconfidential information of Hyland Software, Inc. and which is subject to the confidentiality provisions

agreed to by you.All data, names, and formats used in this document’s examples are fictitious unless noted otherwise.Complying with all applicable copyright laws is the responsibility of the user. Without limiting therights under copyright law, no part of this document may be reproduced, stored in or introduced intoa retrieval system, or transmitted in any form or by any means (electronic, mechanical,photocopying, recording, or otherwise), or for any purpose, without the express written permission ofHyland Software, Inc.

©2015 Hyland Software, Inc. All rights reserved.

Depending on the modules licensed, the OnBase® Information Management System software mayinclude software developed and copyrighted by third parties, including but not limited to thefollowing:

A2iA CheckReader™ by A2iA Corp;

Adobe®

PDF Library™ by Adobe Systems Incorporated;dtSearch® Text Retrieval Engine by dtSearch Corp.;

software or other content adapted from Smart Client – Composite UI Application Block by MicrosoftCorporation © 2005 Microsoft Corporation;

software or other content adapted from Microsoft patterns & practices ObjectBuilder © 2006 MicrosoftCorporation;

Nuance™ OCR © 1994-2012 Nuance Communications;

portions of imaging code owned and copyrighted by Pegasus Imaging Corporation, Tampa, FL;

Imaging Technology copyrighted by Snowbound Software Corporation, Snowbound.com;

CD-R technology by Sonic Solutions, Inc.;

full-text indexing technology by Autonomy;

IDSMail © 2005 by Intuitive Data Solutions;

jLex Copyright 1996-2003 by Elliot Joel Berk and C. Scott Ananian;

Rumba by NetManage;

AutoVue by Oracle America, Inc.

All rights reserved.

Further information regarding third-party software included in the OnBase Information ManagementSystem software can be found in the About box within the Software.

Hyland Software®, OnBase®, Application Enabler, and Where Your Information Finds You areregistered or unregistered trademarks of Hyland Software, Inc. A2iA CheckReader™ is a trademark of

A2iA Corporation. Adobe® PDF Library™ is a trademark of Adobe Systems Incorporated.

All other trademarks, service marks, trade names and products of other companies are the propertyof their respective owners.

Document Name....Technical Requirements Overview for New Installations and Upgrades

Department/Group.......................................................................... Documentation

Revision Number ............................................................................................. 15


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Table of ConteTechnical Requirements Overview for New Installations and Upgrades

ONBASE 15 TECHNICAL REQUIREMENTS OVERVIEW FOR NEWINSTALLATIONS/UPGRADES

Part 1 – OnBase Executive Summary...............................................................1

Part 2 – OnBase 15 Support Items of Note ......................................................1

General Support Items .............................................................................................. 1DMCoreX API ..................................................................................................... 1

HTML-Based Forms ............................................................................................. 2

Web Services Toolkit ........................................................................................... 2

Module-Specific Support Items ................................................................................... 2

Advanced Capture ............................................................................................... 2

Agenda Management ........................................................................................... 2

Application Enabler ............................................................................................. 2

OCR ............................................................................................................. 3

Windows User Account Control ........................................................................ 3

CAD Services ..................................................................................................... 3

Core Services Office Add-In .................................................................................. 3

DeficiencyPop ..................................................................................................... 3

Directory Import Processor (Legacy) ..................................................................... 4

Disconnected Scanning ........................................................................................ 4

Document Composition for Microsoft Word ............................................................. 4

Exceptions Management ...................................................................................... 4

Front Office Scanning .......................................................................................... 4

OnBase Client Interface .................................................................................. 4

FOSEnabler.ini Location .................................................................................. 4

Full-Text Indexing Server for Autonomy IDOL ......................................................... 5

Full-Text Indexing Server for Microsoft .................................................................. 5Full-Text Indexing Server for Verity ....................................................................... 5

Hyland Client Components Installer ....................................................................... 5

Upgrading ..................................................................................................... 5

Rollback ....................................................................................................... 6

Hyland Distribution Service .................................................................................. 6

Using the Distribution Service with Document Distribution ................................... 6

Image Document Composition .............................................................................. 6

Integration for AutoStore Route to OnBase ............................................................. 6

Integration for eCopy ShareScan OP ...................................................................... 7

Integration for Esri ArcGIS Server ......................................................................... 7

Integration for Microsoft Outlook 2007/2010/2013 .................................................. 7Integration for Sharp MFP .................................................................................... 7

Intelligent Capture for AP ..................................................................................... 8

Lockbox ............................................................................................................. 8

Medical Pop Integrations ...................................................................................... 8

Deprecated Integrations ................................................................................. 8

Web Browser Support ..................................................................................... 8

Medical Records Management ............................................................................... 8


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Medical Records Web Client .................................................................................. 9

Mobile Workflow for BlackBerry ............................................................................. 9

Office Business Application for 2007/2010/2013 ...................................................... 9

OnBase Patient Window ....................................................................................... 9

Platter Management ............................................................................................ 9

Subscription Server ........................................................................................... 10Unity Client ...................................................................................................... 10

Citrix or Remote Desktop Environment ........................................................... 10

Printing Large Documents With Notes ............................................................. 10

Service Mode .............................................................................................. 11

Unity Forms ..................................................................................................... 11

Web Browser Support ................................................................................... 11

OnBase Desktop Limitation ........................................................................... 11

Virtual Print Driver ............................................................................................ 11

Web Server ...................................................................................................... 12

Java Web Client ........................................................................................... 12

Updating Forms Using LoginFormProc ............................................................. 12Workflow ......................................................................................................... 12

Configuration .............................................................................................. 12

Upgrading With Workflow and WorkView ......................................................... 12

Call Web Service using MS SOAP Toolkit Action ................................................ 12

Workflow Timer Service ................................................................................ 12

WorkView ........................................................................................................ 12

Upgrading From Versions of OnBase Prior to OnBase 14 .................................... 12

System Tasks and System Events .................................................................. 13

Supported Web Browsers .............................................................................. 13

View Editor ................................................................................................. 13

View Updater .............................................................................................. 13

Web Browser Support Items..................................................................................... 13

Firefox Support ................................................................................................ 13

Safari Support .................................................................................................. 14

Chrome Support ............................................................................................... 14

Internet Explorer 11 Support .............................................................................. 14

Internet Explorer 10 Support .............................................................................. 15

Internet Explorer 9 Support ............................................................................... 15

Third-Party Software Support Items .......................................................................... 15

Microsoft .NET Framework ................................................................................. 15

Parallel Upgrade Considerations ..................................................................... 16Microsoft Office XP Support ................................................................................ 16

Microsoft Office 2003 Support ............................................................................. 16



Microsoft Outlook 2003 Support .......................................................................... 18

Datawatch Modeler ........................................................................................... 18

Datawatch Report Mining Server (Datawatch RMS) ................................................ 18


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Sybase SQL Anywhere 11.x and Lower Support .................................................... 18

Miscellaneous Support Items.................................................................................... 18

Running OnBase as a Windows Service ................................................................ 18

XML Style Sheets .............................................................................................. 19

Part 3 – OnBase 15 Databases.......................................................................19

Minimum OnBase Database Schema Version .............................................................. 19Databases Supported .............................................................................................. 19

Microsoft SQL Server ......................................................................................... 20

Oracle ............................................................................................................. 20

Sybase SQL Anywhere ....................................................................................... 21

Database Client / Server Version Compatibility ........................................................... 21

Unicode Database Support ....................................................................................... 22

Support Items of Note ....................................................................................... 23

64-Bit Integer Field Support..................................................................................... 23

Support Items of Note ....................................................................................... 24

Part 4 – OnBase 15 Operating Systems .........................................................25

Supported Desktop Operating Systems...................................................................... 25

Additional OnBase Client Operating System Requirements............................................ 25

Authenticode Signed Executables ........................................................................ 26

Enabling or Disabling Authenticode Signature Verification ....................................... 26

Windows User Account Control Statement.................................................................. 27

Supported Mobile Operating Systems ........................................................................ 27

Android Support ............................................................................................... 27

BlackBerry Support ........................................................................................... 27

iOS Support ..................................................................................................... 27

Windows Phone Support .................................................................................... 28

Updating OnBase Mobile Applications......................................................................... 28Part 5 – OnBase 15 Client Hardware Requirements .......................................28

Client Retrieval Workstation Hardware Requirements................................................... 28

OCR Processing Workstation Hardware Requirements .................................................. 29

CD/DVD/Blu-ray Authoring Workstation Hardware Requirements................................... 30

OnBase Client Scanning Workstation Hardware Requirements....................................... 30

Part 6 – OnBase 15 Web/Application Server & Core Services Requirements .31

Server Hardware and Browser Requirements .............................................................. 31

Microsoft Internet Information Services (IIS) ........................................................ 32

Datalogics and Application Server ....................................................................... 32

Full-Text Indexing Server for Autonomy IDOL Requirements......................................... 33

Web Client Hardware and Browser Requirements ........................................................ 35

Internet Explorer Browser Support ...................................................................... 36

Firefox Browser Support .................................................................................... 36

Safari Browser Support ...................................................................................... 37

Unity Client Hardware and Browser Requirements ....................................................... 37

Unity Client Scanning Workstation Hardware Requirements .................................... 38

OnBase Desktop Requirements ................................................................................. 39


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Part 7 – International Support in OnBase 15 .................................................40

International Support Items ..................................................................................... 40

Issue with Windows Regional Options .................................................................. 40

Microsoft .NET Framework ................................................................................. 40

Note About Arabic Characters ............................................................................. 40

Web Client Help Files ......................................................................................... 40Supported Cultures ................................................................................................. 40

Language Support Enhancements ............................................................................. 42

Module-Specific Support Items ................................................................................. 43

Advanced Capture ............................................................................................. 43

Full-Text Indexing Server for Autonomy IDOL ....................................................... 43

Intelligent Capture for AP ................................................................................... 43

Report Mining ................................................................................................... 43

Interface Translations.............................................................................................. 43

Limitations ....................................................................................................... 44

Unsupported Modules and Features ................................................................ 44

Custom Queries ........................................................................................... 44Folders ....................................................................................................... 44

Unity Forms ................................................................................................ 44

Workflow .................................................................................................... 44

Part 8 – Technical Support and Upgrade Information for OnBase 15 .............45

Commitment to Fix Defects for Customers Under Maintenance...................................... 45

Upgrading OnBase .................................................................................................. 45

Upgrade Schedule................................................................................................... 45

Hyland Software Recommendations Regarding Product Upgrades ............................ 45

Recommended OnBase Upgrades ........................................................................ 46

Things You Need To Do Before Upgrading .................................................................. 46Things You Should Do Before Upgrading .................................................................... 46

Password Configuration Considerations ................................................................ 46

Testing the Upgrade................................................................................................ 47

Upgrading From Any OnBase Version......................................................................... 47

Upgrading From OnBase 13 or Earlier........................................................................ 47

Upgrading From OnBase 12 or Earlier........................................................................ 48

Upgrading From OnBase 10.0 or Earlier ..................................................................... 48

Upgrading From OnBase 3.6 or Earlier....................................................................... 48

OnBase User Security Modifications as a Result of Upgrade .......................................... 49

Upgrading From OnBase 10.0 or Earlier ............................................................... 49

Upgrading From OnBase 3.7 or Earlier ................................................................. 49SYS - Configuration Report ............................................................................ 49

Privileges and Product Rights ......................................................................... 50

Module-Specific Upgrade Information ........................................................................ 51

ActiveX Controls ............................................................................................... 51

AutoFill Keyword Sets ........................................................................................ 51

Document Knowledge Transfer ........................................................................... 52

Hyland OCR Engine ........................................................................................... 52


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Integration for Epic ........................................................................................... 52

Medical Records Unity Client ............................................................................... 52

Print Template Security ................................................................................ 52

PDF Input Filter ................................................................................................ 53

PDFNet ....................................................................................................... 53

Records Management ........................................................................................ 54StatusView ...................................................................................................... 54

Workflow ......................................................................................................... 54

WorkView ........................................................................................................ 54

OnBase Database Versions....................................................................................... 55

Compatibility with Earlier Database Versions .............................................................. 55

Third-Party Software Support ................................................................................... 55

About Virtual Environments...................................................................................... 56

64-Bit Support Statement........................................................................................ 56

INI File.................................................................................................................. 56

Previous File Location/File Name ......................................................................... 57

Location .......................................................................................................... 57INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment ... 57

Editing the INI File ............................................................................................ 58

Part 9 – API Support for OnBase 15...............................................................58


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ONBASE 15 TECHNICAL REQUIREMENTS

OVERVIEW FOR NEW INSTALLATIONS UPGRADES

Part 1 – OnBase Executive SummaryHyland Software is pleased to announce the release of OnBase 15. OnBase 15 featuresenhanced functionality and new modules specifically developed to meet end users’business needs.

This document is offered as a companion guide to the general documentation of OnBase15 in an effort to highlight technical requirements for OnBase 15, installationrequirements for which we would like to provide additional visibility, and technicalchoices that will need to be made for specific types of installations.

Unless otherwise noted, this document covers the requirements and support items thatare accurate as of the day of the OnBase 15 release; post-release products andenhancements are not included. Announcements regarding post-release information will

be made at the appropriate times through official channels (e.g., technicalcommunication emails, the OnBase Community, etc.).

Previous versions of this document included the following types of information, whichhave also been moved to official communications channels:

• Extensive lists of enhancements made to existing modules since the release ofthe previous version of OnBase. Beginning with OnBase 14, this information hasbeen moved to the OnBase Community (http://www.onbase.com/community).

• Summaries of the product modules newly added to the OnBase product suite.Beginning with OnBase 15, this information has been moved to the OnBaseCommunity (http://www.onbase.com/community).

However, note that the enhancements upon which new installations and upgradesdepend for successful implementation are still covered in Part 2 – OnBase 15 SupportItems of Note, below.

Part 2 – OnBase 15 Support Items of Note

General Support Items

The following subsections contain important considerations that should be reviewedbefore installing or upgrading to OnBase 15. These considerations could potentiallyimpact several different modules in your OnBase solution.

DMCoreX API

Beginning in OnBase 15, the DMCoreX API is no longer supported and has been removedfrom the OnBase product suite. If you are using the DMCoreX API and upgrading toOnBase 15, you will be required to use the Unity Integration Toolkit.

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Technical Requirements Overview for New Installations and Upgrades OnBase 15

HTML-Based Forms

As of OnBase 14, all HTML-based forms (e.g., E-Forms, Virtual E-Forms, user forms inWorkflow, HTML Custom Queries, and HTML documents) used in the Web Client must becompliant with the Internet Explorer 9 standard or higher.

As of OnBase 15, these same requirements apply to the Unity Client. The OnBase Client

remains unaffected by this change, however, still requiring that HTML-based forms mustbe compliant with the Internet Explorer 7 standard.

Any Unity Forms you develop will work in OnBase without respect to these requirements.

Web Services Toolkit

Beginning in OnBase 15, the Web Services Toolkit is no longer supported and has beenremoved from the OnBase product suite. If you are using the Web Services Toolkit andupgrading to OnBase 15, you will be required to use the Unity Integration Toolkit.

Module-Specific Support Items

The following subsections contain important considerations that should be reviewedbefore installing or upgrading to OnBase 15. These considerations are presented on amodule-by-module basis. Ensure that you review the sections pertaining to the modulescurrently in your OnBase solution. In many cases, the module’s documentation willcontain further information on these support items.

Advanced Capture

If your OnBase solution is configured to use Institutional Databases, Advanced Captureforms can be created at the institution level or at a global level.

• Institution level forms are only available to the institution that they werecreated for.

• Global level forms are available to all institutions that are part of your OnBase

solution.

Non-super users can only create and configure Advanced Capture forms for their owninstitutions.

Super users can configure Advanced Capture forms for any institution, provided that theinstitutions using the forms have access to the Document Types and Keyword Typesassociated with the form. Super users can also configure global Advanced Captureforms.

It is considered a best practice for super users to create only global Advanced Captureforms. Non-super users should create all institution level Advanced Capture forms.

Agenda Management

Oracle databases are not supported in the OnBase Agenda, OnBase Minutes, or OnBaseAgenda Online modules. If you are using any of these modules, and you are installing orupgrading to OnBase 15, you must use a non-Oracle database that is supported inOnBase 15. For more information, see Databases Supported on page 19.

Application Enabler

To use Application Enabler in OnBase 15, the Unity Client’s Service Mode must beenabled. For more information, see Service Mode on page 11.


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OnBase 15 Technical Requirements Overview for New Installations and Upgrades

OCR

In Internet Explorer 9 (IE9), fonts are automatically rendered using ClearType, which isnot recognized by the 32-bit version of the Hyland OCR Engine for the OnBase Client.However, ClearType is recognized by the 64-bit version of the Hyland OCR Engine for theData Capture Server. For this reason, Application Enabler’s OCR functionality can only beused with IE9 when deploying the 64-bit version of the OCR engine through the DataCapture Server.

Windows User Account Control

In Windows Vista and later Windows operating systems, Windows User Account Control(UAC) is used to limit the ability of standard users to make global system changes to aworkstation and prevents software from making changes to protected areas, such as theProgram Files directory. Application Enabler is supported when Windows UAC is enabled.However, to use Application Enabler when Windows UAC is enabled, your enabled third-party applications are required to be running at the same UAC level as ApplicationEnabler. If you are enabling an HTML-based application, Internet Explorer’s EnableProtected Mode option cannot be selected. When this option is not selected, InternetExplorer runs at the default UAC level, which is also the same level as Application

Enabler.

Note: Application Enabler's OCR functionality cannot be used when Windows UAC isenabled, even when running your enabled third-party application at the same WindowsUAC level as Application Enabler.

CAD Services

If you are upgrading to OnBase 15 from version 14 or earlier, you should note that theAutoVue third-party software package is no longer included with the purchase of theEngineering Viewer Named license (formerly known as the AutoVue Named Clientlicense) for use with the CAD Services module. As of OnBase 15, Hyland Software

requires that customers who want to view CAD documents in the Unity Client mustpurchase AutoVue independently. Existing customers that are upgrading to OnBase 15can continue to use their existing version of AutoVue.

Core Services Office Add-In

Beginning in OnBase 13, the Core Services Office Add-In is no longer supported.

If you are using the Core Services Office Add-In and upgrading to OnBase 15, HylandSoftware recommends using the Office Business Application for 2007, Office BusinessApplication for 2010, or Office Business Application for 2013, depending on whichversion of Microsoft Office you are using.

Caution: For assistance with deploying the correct version of the Office Business Applicationfor the version of Microsoft Office that is installed on each workstation, see the OfficeBusiness Application documentation.

DeficiencyPop

DeficiencyPop is not supported on Safari or Firefox Web browsers.


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Directory Import Processor (Legacy)

Beginning in OnBase 14, the legacy Directory Import Processor is no longer supportedand has been removed from the OnBase product suite. If you are using the legacyversion of the Directory Import Processor and upgrading to OnBase 15, you will berequired to convert to the current version of the Directory Import Processor.

Disconnected Scanning

In Windows Vista and later Windows operating systems, Windows User Account Control(UAC) is used to limit the ability of standard users to make global system changes to aworkstation and prevents software from making changes to protected areas. As ofOnBase 12, Disconnected Scanning is unaffected by Windows UAC. If Windows UAC isenabled, Disconnected Scanning functions normally, without any UAC interaction.

Document Composition for Microsoft Word

Beginning in OnBase 14, the Document Composition for Microsoft Word module is nolonger supported and has been removed from the OnBase product suite. If you are usingthe Document Composition for Microsoft Word module and upgrading to OnBase 15, you

will be required to use the Document Composition module.Before upgrading to OnBase 15, you will need to convert your templates from version 1to version 2 so that they can be used with the Document Composition module. To obtainthe Document Composition Template Converter, contact your first line of support.

Exceptions Management

Beginning in OnBase 15, the Exceptions Management module is no longer supported andhas been removed from the OnBase suite of products.

Front Office Scanning

OnBase Client Interface

Beginning in OnBase 14, the Front Office Scanning for the OnBase Client interface is nolonger supported and has been removed from the Front Office Scanning module. If youare using the Front Office Scanning for the OnBase Client interface and upgrading toOnBase 15, you will be required to use the Front Office Scanning standalone interface tofulfill your needs. The Front Office Scanning standalone interface also requires anOnBase Application Server.

After upgrading, if you attempt to launch Front Office Scanning from the old interface’sformer access point (i.e., in the OnBase Client, click Processing | Front Office Scanning),the Front Office Scanning standalone interface will be launched.

FOSEnabler.ini Location

Beginning in OnBase 14, the FOSEnabler.ini file must be stored in the Front OfficeScanning workstation’s C:\ProgramData\Hyland Software folder. If you are upgradingfrom a version of OnBase prior to OnBase 14 and you need to use the Front OfficeScanning Enabler Service, you must move your FOSEnabler.ini file from its existinglocation (e.g., C:\Windows) to the Front Office Scanning workstation’sC:\ProgramData\Hyland Software folder.


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Full-Text Indexing Server for Autonomy IDOL

When the Text, Image, or PDF Pagination options are enabled, the highlighted searchresults returned by Autonomy IDOL are displayed in the original document andadditional toolbar buttons are available that allow you to navigate between the pages ofthe document.

However, note that once pagination is enabled, it cannot be disabled. Also, thepagination toolbar is only available if pagination is enabled and the document wasindexed or reindexed with pagination enabled.

Full-Text Indexing Server for Microsoft

Beginning in OnBase 13, the Full-Text Indexing Server for Microsoft is no longersupported and has been removed from the OnBase product suite. If you are using theFull-Text Indexing Server for Microsoft module and upgrading to OnBase 15, you will berequired to use the Full-Text Indexing Server for Autonomy IDOL module to fulfill yourfull-text indexing server needs.

You can use the Autonomy IDOL Wizard, which is included with the Full-Text IndexingServer for Autonomy IDOL, to migrate your Microsoft Full-Text collections to AutonomyIDOL.

Full-Text Indexing Server for Verity

Beginning in OnBase 13, the Full-Text Indexing Server for Verity is no longer supportedand has been removed from the OnBase product suite. If you are using the Full-TextIndexing Server for Verity module and upgrading to OnBase 15, you will be required touse the Full-Text Indexing Server for Autonomy IDOL module to fulfill your full-textindexing server needs.

You can use the Autonomy IDOL Wizard, which is included with the Full-Text IndexingServer for Autonomy IDOL, to migrate your Verity Full-Text collections to AutonomyIDOL.

Hyland Client Components Installer

With OnBase 12, the Hyland Client Components Installer has been deprecated in favor ofindividual stand-alone installers for each of the modules previously installed using theHyland Client Components Installer. This change was made to allow for incremental,parallel upgrades of the modules installed. It also reduces the overall size of theinstallers by allowing system administrators to deploy only the MSIs for modules theywant to install.

Upgrading

If a module is upgraded using the stand-alone installer, but was originally installed usingthe Hyland Client Components Installer, that feature is removed from the Hyland Client

Components Installer upon upgrade. To change or remove the upgraded installat ion, thestand-alone installer must be used.

If all features have been removed from the Hyland Client Components Installer duringupgrades using the stand-alone installers, the Hyland Client Components Installer isuninstalled automatically. This does not affect the installations that were performed withthe stand-alone installers.


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Rollback

The Hyland Client Components Installer cannot be used to modify, uninstall, or overwriteinstallations originally performed using a stand-alone installer. If it is necessary toperform a rollback of modules installed using a stand-alone installer, only those specificmodules that were first uninstalled using the stand-alone installer can be reinstalledusing the Hyland Client Components Installer.

Caution: If a module is installed using a stand-alone installer and is reinstalled or modifiedusing the Hyland Client Components Installer, without first uninstalling the stand-aloneversion using the stand-alone installer, the installation may not function or may notfunction as expected.

Hyland Distribution Service

All Distribution Servers should be upgraded to OnBase 15 when the OnBase database isupgraded to OnBase 15.

The OnBase 15 Distribution Service can send notifications generated in earlier OnBase

versions. However, Distribution Service versions 13 and older cannot send notificationsgenerated in OnBase 15 clients; any notifications generated in OnBase 15 clients will notbe sent until the Distribution Service is upgraded to OnBase 15.

Using the Distribution Service with Document Distribution

When using the Distribution Service with Document Distribution, new configuration stepsare required when upgrading to OnBase 15. If your system is configured with the GlobalClient Setting Use Email Distribution Service for Document Distribution enabled, atemporary file cache must be configured and associated with the Distribution Service.

Image Document Composition

Beginning in OnBase 13, the Image Document Composition module is no longersupported and has been removed from the OnBase suite of products.

Integration for AutoStore Route to OnBase

Beginning in OnBase 15, the Integration for AutoStore Route to OnBase module is nolonger supported and has been removed from the OnBase suite of products. If you areusing the Integration for AutoStore Route to OnBase module and upgrading to OnBase15, depending on your solution, you will be required to use one or more of the followingmodules:

• Document Import Processor

• Integration for eCopy ShareScan

• Integration for HP Connect• Integration for Konica Minolta

• Integration for Kyocera

For more information on which of the replacement modules above are appropriate foryour solution, contact your solution provider.


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Integration for eCopy ShareScan OP

Beginning in OnBase 15, the Integration for eCopy ShareScan OP module is no longersupported and has been removed from the OnBase suite of products. If you are usingthe Integration for eCopy ShareScan OP module and upgrading to OnBase 15, you will berequired to use the Integration for eCopy ShareScan module.

Before upgrading to OnBase 15, you will need to install a version of eCopy ShareScanthat is supported by the Integration for eCopy ShareScan module (e.g., version 5.0, 5.1,or 5.2). You will also need to unregister the Integration for eCopy ShareScan licenseconsumed by the previous integration; this license will be automatically reused when auser first logs in to the Integration for eCopy ShareScan. Additionally, note thatconfiguration settings from the Integration for eCopy ShareScan OP module cannot betransferred to the Integration for eCopy ShareScan module.

Integration for Esri ArcGIS Server

Beginning in OnBase 15, the Integration for Esri ArcGIS Server module has beenrenamed as the Integration for Esri module. If you are using the Integration for EsriArcGIS Server module and upgrading to the Integration for Esri module in OnBase 15,

consider the following:• The GIS HTML5 Sample Application and the GIS Mobile Sample Application are

no longer supported. To access this functionality after upgrading, you must usethe GIS Web API.

• The GIS Silverlight Sample Application, the Silverlight Esri Viewer, and theSilverlight Cityworks Plugin are still supported.

• To make use of the Maps in Unity functionality, the ArcGIS Runtime SDK 10.2.4must be installed on any local workstations that will use Maps in Unity, as wellas on the Application Server itself. An ArcGIS Online (AGOL) account is alsorequired to access all Maps In Unity functionality.

Integration for Microsoft Outlook 2007/2010/2013

Beginning in OnBase 14, the Integration for Microsoft Outlook 2007, 2010, and 2013modules store user-configured settings in the database. If you are upgrading any ofthese modules from a version of OnBase prior to OnBase 14, when you first log in afterthe upgrade, you will be required to reconfigure any previously configured Auto Importfolders and customized ribbon settings.

Integration for Sharp MFP

Due to an architectural difference between OnBase 15 and the Sharp OSA (version 2 andlater), the Integration for Sharp MFP requires a dedicated OnBase 9.2.0 ApplicationServer. The Sharp MFPs and your OnBase-Sharp Web Server can communicate with thisOnBase 9.2.0 Application Server, and this OnBase 9.2.0 Application Server can be used

to exchange data with the remainder of your OnBase 15 solution. You must ensure thatthe Integration for Sharp MFP’s Sharp virtual directory is configured to use .NET 3.5,while the virtual directory for your OnBase Application Server is configured to use .NETversion 4.0.30319.

Because .NET 3.5 is an extension of .NET 2.0, you must ensure .NET 3.5 is installed onthe server hosting the Sharp virtual directory, but you must set the ASP.NET version drop-down list on the ASP.NET tab of the Sharp virtual directory’s Properties dialog box to2.0.50727.


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Intelligent Capture for AP

As of OnBase 14, the default regular expression values with capture groups have beenupdated to enhance the vendor identification process. If you are upgrading from aversion of OnBase prior to OnBase 14 and you need to use the new regular expressionvalues, you must first remove the existing regular expression values from IDs 51 to 100in the Regular Expression Library.

Note: Regular expression ID values must be retrieved from the database. For moreinformation, contact Database Services.

Lockbox

Beginning in OnBase 15, the Lockbox module is no longer supported and has beenremoved from the OnBase suite of products.

Medical Pop Integrations

Deprecated Integrations

As of OnBase 15, the following Medical Pop integrations are not supported for newinstallations or upgrades:

• ChartPop

• LongitudinalPop

• MRNPop

If you are using these integrations and upgrading to OnBase 15, you will be required todo one of the following:

• Use the OnBase Patient Window to fulfill your Medical Records integrationneeds.

• Perform a parallel upgrade, where the ChartPop, LongitudinalPop, and MRNPopintegrations remain on an earlier version of OnBase.

Web Browser Support

As of OnBase 15, Internet Explorer 8 is no longer supported on any of the Medical Popintegrations, the OnBase Patient Window, or DeficiencyPop. If you are using any of thesemodules, and you are upgrading from a version of OnBase prior to OnBase 15, you mustuse a Web browser that is supported in OnBase 15. For more information, see WebBrowser Support Items on page 13.

Medical Records Management

As of OnBase 15, the ability to manually create medical charts has been removed from

the OnBase Configuration module. If you need to manually create a medical chart,contact your first line of support. Hyland Software recommends using the HL7 Module tocreate medical charts in production environments.


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Medical Records Web Client

As of OnBase 12, the Medical Records Web Client is no longer supported. It remainsavailable in OnBase 15 for use with DeficiencyPop. The Medical Records Web Client is notsupported outside of DeficiencyPop.

For both upgrades and new installations, use the Medical Records Unity Client for chart

retrieval, analysis, reanalysis, coding, completion, correction, administration, andWorkflow.

Mobile Workflow for BlackBerry

The Mobile Workflow for BlackBerry module is supported in OnBase 15. However, as ofOnBase 11.0.0, the Mobile Workflow for BlackBerry module has been deprecated.Enhancements are no longer being made to the module. If you are using the MobileWorkflow for BlackBerry module and upgrading to OnBase 15, Hyland Softwarerecommends using the Mobile Access for BlackBerry Phone module.

Office Business Application for 2007/2010/2013

With the release of OnBase 11.0.0, Hyland Software has introduced new licenses tosupport the use of the Office Business Application modules in Citrix and Remote Desktopenvironments. If you are upgrading to OnBase 15 and using the Office BusinessApplication for 2007, 2010, or 2013 in a Citrix or Remote Desktop environment, thesenew licenses will need to be installed before deploying these modules. See the"Licensing" section in the Citrix and Microsoft Windows Remote Desktop EnvironmentDeployment Guide for more information on licensing in a Remote Desktop environment.

OnBase Patient Window

The OnBase Patient Window is not supported on Safari Web browsers.

Platter Management

Disk Groups configured to use the original implementation of Encrypted Disk Group - AES256 should be migrated to the current Encrypted Disk Group - AES 256 v2 implementation.256-bit AES encryption was introduced in OnBase 14 and renamed to Encrypted DiskGroup - AES 256 v1 in OnBase 14 SP 2.

Caution: OnBase 13 and earlier clients cannot archive or read documents stored in a 256-bitAES encrypted Disk Group. Before configuring Encrypted Disk Group - AES 256 v2 make sureall clients and the OnBase Application Server are version 14 SP 2 or higher.


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Subscription Server

Beginning in OnBase 14, a new version of the Subscription Server module is available.The Subscription Server module has also been renamed as the Mailbox Importer module.If you are using the Subscription Server module and upgrading to the Mailbox Importermodule in OnBase 15, consider the following:

• Subscription Server has been removed from the OnBase Client. The MailboxImporter is configured within the OnBase Configuration module, and the serveritself is now a Windows Service that connects to the Application Server toarchive emails.

• Mailbox Importer can connect to multiple email servers and accounts. Rules andconditions previously configured within Subscription Server must be assigned tonewly configured email accounts so that Mailbox Importer can receive emails.

• Mailbox Importer connects to mail servers using the IMAP or POP3 protocol; theMAPI protocol is no longer supported. To allow Mailbox Importer to connect andprocess emails, you might need to reconfigure your email environment for theappropriate protocol. Additional security measures (e.g., firewalls, SSL, etc.)can be configured as appropriate.

• Once you have configured Mailbox Importer for an OnBase 15 database, youwill no longer be able to run your version of Subscription Server against thisdatabase. If you still need to access your version of Subscription Server, youmust access it through the matching (i.e., pre-14) version of the OnBase Client.

Unity Client

A workstation can only have a single Unity Client installation with Service Mode enabled.

Viewing a Microsoft Excel document in the Unity Client takes focus away from theMicrosoft Excel application. When an Excel document is open in the Unity Client, you areunable to use Excel outside of the Unity Client until the Excel document in the UnityClient is closed.

Citrix or Remote Desktop Environment

The Unity Client has server memory requirements that should be carefully evaluatedbefore the Unity Client is deployed in a Citrix or Remote Desktop environment. The UnityClient can only be deployed in a Remote Desktop environment using the standard MSIinstaller. See the "OnBase Unity Client" section in the Citrix and Microsoft WindowsRemote Desktop Environment Deployment Guide for more information.

Printing Large Documents With Notes

As of OnBase 13, memory usage during printing has been greatly improved. However,when a document contains notes, the extra processing needed to render the notes ontoa page requires a certain amount of memory that is dependent on the size, DPI, and bit

depth of the source image. In some scenarios, a sufficiently large image will cause theavailable memory to fragment and will force you to close the Unity Client.

If the issue persists, consider printing through the OnBase Client or scanning imageswith lower bit depths.


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Service Mode

OnBase 12 introduced the ability to automatically launch the Unity Client at machinestartup by running it in Service Mode, from the Windows system tray. Service Modecauses the Unity Client to function as a listening client, and was designed to supportApplication Enabler and other Unity Client automation features.

Service Mode must be enabled in order to use the Application Enabler and Virtual PrintDriver modules. It must also be enabled to work with Unity Pop (Upop) files. To enableService Mode automatically through the ClickOnce installer, select any of the followingfeatures to include with the installation:

• Application Enabler

• Unity Client Automation API

• Unity Pop Automation

• URI Protocol Handler

• Virtual Print Driver

To enable Service Mode manually, set the ServiceMode option in the Unity Client

configuration file totrue

. For more information on Service Mode, see the Unity Clientdocumentation.

Unity Forms

Web Browser Support

Fully supported browsers for Shared Unity Forms include the following major browsers.For the best experience with these forms, one of the following browsers isrecommended:

• Internet Explorer 9, 10, or 11

• Firefox 31

• Safari 5.1 update 10 or greater, 6.0 update 5 or greater, 6.2.x, 7.1.x, or 8.0.x• Chrome 34

While other browsers can be used for submitting Shared Unity Forms, full testing isrecommended as some features may not be available and functionality may bedegraded.

OnBase Desktop Limitation

Unity Forms cannot be displayed within the OnBase Desktop’s Document Viewer.

Virtual Print Driver

To use Virtual Print Driver with the Unity Client in OnBase 15, the Unity Client’s Service

Mode must be enabled. For more information, see Service Mode on page 11.


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Web Server

Java Web Client

Beginning in OnBase 13, the Java Web Client is no longer supported and has beenremoved as a client option for the OnBase Web Server. If you are using the Java WebClient and upgrading to OnBase 15, Hyland Software recommends using the HTML Web

Client. As of OnBase 15, the HTML Web Client is supported for use with both the FirefoxESR and the Safari 5.1 update 10 and greater/6.0 update 5 and greater/6.2.x/7.1.x/8.0.x Web browsers, and provides an equivalent feature set.

Updating Forms Using LoginFormProc

LoginFormProc can no longer be used to update E-Forms. If you are using LoginFormProcto update forms and are upgrading to OnBase 15, you will be required to use FormPop toupdate forms.

Workflow

Configuration

Beginning in OnBase 14, the Workflow configuration interface has been removed fromthe OnBase Configuration module. If you are using Workflow and upgrading to OnBase15, you will be required to use OnBase Studio to fulfill your Workflow configurationneeds.

Upgrading With Workflow and WorkView

If you are using both Workflow and WorkView in the same solution, and you areupgrading from a version of OnBase prior to OnBase 14, you must upgrade Workflow andWorkView concurrently to the same version and build of the software. However, if youare using Workflow and WorkView in separate, unrelated solutions, you can continue toaccess Workflow from older versions of OnBase.

Call Web Service using MS SOAP Toolkit ActionBeginning in OnBase 14, the Call Web Service using MS SOAP Toolkit action is no longersupported. If you are using Workflow and upgrading from a version of OnBase prior toOnBase 14, you will be required to use the Call Web Service action to fulfill your needs.

Workflow Timer Service

As of OnBase 14, the Workflow Timer Service stores connection information in thedatabase. If you are upgrading from a version of OnBase prior to OnBase 11, to retainyour configuration, you must manually back up your Workflow Timer Serviceconfiguration file to a new location before upgrading.

WorkView

Upgrading From Versions of OnBase Prior to OnBase 14

As of OnBase 14, the WorkView database schema is included with the main OnBasedatabase schema. If you are upgrading from a version of OnBase prior to OnBase 14 andyou need to access WorkView, you must access OnBase through an OnBase 15 client(i.e., the OnBase Web Client or the OnBase Unity Client). If you do not need to accessWorkView or any interface that interacts with WorkView after upgrading, you cancontinue to access OnBase from older versions of your client.


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As part of the upgrade process, you must run the WorkView Schema Migrator. For moreinformation, see WorkView on page 54.

System Tasks and System Events

If you are upgrading from a version of OnBase prior to OnBase 14, System Tasks thathave been configured in conjunction with events at the class and filter levels will be

automatically converted to System Events.

Supported Web Browsers

WorkView in the Web Client, WorkView in the Unity Client, and the WorkView Designerare supported for use with Internet Explorer 9, 10, and 11.

WorkView in the Web Client is supported for use with the latest Firefox ESR Webbrowser.

WorkView in the Web Client is supported for use with the Safari 5.1 update 10 andgreater/6.0 update 5 and greater/6.2.x/7.1.x/8.0.x Web browser (Mac OS X only), withthe exception of the following:

• Full screen mode.

Unless otherwise noted above, WorkView in the Web Client is supported for all of theabove Web browsers, with the exception of the following:

• Formatted text labels may become truncated when the length of the labelexceeds the length of the control.

View Editor

The classic View Editor, which was replaced by the WorkView Designer in OnBase 6.4,has been deprecated. OnBase 15 does not support views created with the classic ViewEditor.

View Updater

If you are upgrading to OnBase 15 and your system contains views that were created inprevious versions of OnBase, you must update these views by running the View Updaterin the WorkView View Designer. For more information on running the View Updater, seethe "Updating Views" section of the WorkView | Case Manager module reference guide.

Web Browser Support Items

The following subsections contain important Web browser considerations that should bereviewed before installing or upgrading to OnBase 15.

For further information on the Web browsers supported by OnBase 15, see Web ClientHardware and Browser Requirements on page 35.

Firefox Support

As of OnBase 15, the HTML Web Client is supported on Mozilla Firefox version 31Extended Support Release (ESR).


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Going forward, the HTML Web Client will be supported on the latest Firefox ESR versionavailable when OnBase is released. When a new ESR becomes available, it will be testedfor compatibility with the HTML Web Client. Once testing has passed, the HTML WebClient will support the current ESR version and one version prior. With each subsequentOnBase release, HTML Web Client support will be dropped for ESRs no longer supportedby Mozilla.

The HTML Web Client will not be supported on Firefox versions released between ESRs.Users attempting to log on with an unsupported version of Firefox will be presented withthe following message:

This version of Firefox is not supported. Please use Firefox [x] ESR. If you feel

you have reached this message in error, please contact your system

administrator for assistance.

To obtain the latest ESR installer, visithttp://www.mozilla.org/en-US/firefox/organizations/all.html.

Safari Support

As of OnBase 15, the HTML Web Client is supported on Safari 5.1 update 10 and greater,6.0 update 5 and greater, 6.2.x, 7.1.x, and 8.0.x for Mac OS X, with the exception of fullscreen mode.

Chrome Support

As of OnBase 15, Google Chrome 10 and greater is supported in the following modules/functionalities:

• LoginFormProc

• Unity Forms Share to the Web

• FormPop

• PDFPop

• Public Sector Constituency Web Access

Internet Explorer 11 Support

Starting with OnBase 13 SP2, OnBase is supported on Microsoft Internet Explorer® 11(IE 11) on the following operating systems:

• Windows 8.1

• Windows Server 2012 R2

• Windows 7 SP1

• Windows Server 2008 R2 with SP1

When using Windows 8.1, you must launch IE 11 from the desktop, which you can

access by clicking on the Desktop tile on the Windows 8.1 Modern UI. Do not launch IE11 through the Internet Explorer tile. This version of Internet Explorer does not supportplugins, which prevents ActiveX controls from loading.

Hyland Software recommends that customers using Windows 7 or later upgrade to IE11to take advantage of the latest features and performance improvements.

http://www.mozilla.org/en-US/firefox/organizations/all.htmlhttp://www.mozilla.org/en-US/firefox/organizations/all.htmlhttp://www.mozilla.org/en-US/firefox/organizations/all.html


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Hyland Software also recommends that customers review their other applications andanalyze how they could be affected by IE11. For more information on IE11 compatibility,see "Internet Explorer compatibility changes by version" at https://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspx.


Starting with OnBase 12 SP2, OnBase is supported on Microsoft Windows® 8 (Windows

8) and Microsoft Internet Explorer® 10 (IE 10).

Starting with OnBase 12 SP3, OnBase is also supported on IE 10 with Windows 7.

When using Windows 8, you must launch IE 10 from the desktop, which you can accessby clicking on the Desktop tile on the Windows 8 Modern UI. Do not launch IE 10 throughthe Internet Explorer tile. This version of Internet Explorer does not support plugins,which prevents ActiveX controls from loading.


For customers remaining on IE10, however, Hyland Software recommends that

customers review their other applications and analyze how they could be affected byIE10. For more information on IE10 compatibility, see "Internet Explorer compatibilitychanges by version" at https://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspx.


OnBase 15 supports Internet Explorer 9 (IE9), which was released on March 14, 2011.


For customers remaining on IE9, however, Hyland Software recommends that theyreview their other applications and analyze how they could be affected by IE9. For more

information on IE9 compatibility, see "Internet Explorer compatibility changes byversion" at https://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspx.

Third-Party Software Support Items

Microsoft .NET Framework

OnBase 15 requires Microsoft .NET Framework 4.5.1. By extension, OnBase 15 onlysupports the client and server operating systems that support Microsoft .NET Framework4.5.1, as indicated below. Carefully consider these requirements before installing orupgrading to OnBase 15.

The following client operating systems support Microsoft .NET Framework 4.5.1:

• Windows Vista SP2

• Windows 7 SP1

• Windows 8

• Windows 8.1

https://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspxhttps://msdn.microsoft.com/en-us/library/ie/dn467846(v=vs.85).aspx


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The following server operating systems support Microsoft .NET Framework 4.5.1:

• Windows Server 2008 SP2

• Windows Server 2008 R2 SP1

• Windows Server 2012

• Windows Server 2012 R2

Note that, as of OnBase 14, Windows XP and Windows Server 2003 are no longersupported.

Microsoft .NET Framework can be obtained from the Microsoft Download Center at http:/ /www.microsoft.com/downloads.

Note: Microsoft .NET Framework 4.5.1 comes included with Windows 8.1 and WindowsServer 2012 R2.

Parallel Upgrade Considerations

If you are performing incremental, parallel upgrades from OnBase 12 or earlier, it isrecommended that you deploy two separate Application Servers: one Application Serverrunning Microsoft .NET Framework 4.0 for OnBase 12 or earlier, and one ApplicationServer running Microsoft .NET Framework 4.5.1 for OnBase 15. This will help you toavoid compatibility issues with different versions of Microsoft .NET Framework whileperforming the upgrade.

Microsoft Office XP Support

As of OnBase 13, the use of Microsoft Office XP is no longer supported. On June 11,2011, Microsoft’s extended support for Office XP was retired. If you are using Office XP,you should not upgrade to OnBase 15 until you have upgraded to a version of Officesupported by OnBase. It is recommended that Office 2007 or later be used with OnBase

15.

Microsoft Office 2003 Support

As of OnBase 14, the use of Microsoft Office 2003 is no longer supported. On April 8,2014, Microsoft’s extended support for Office 2003 was retired. If you are using Office2003, you should not upgrade to OnBase 15 until you have upgraded to a version ofOffice supported by OnBase. It is recommended that Office 2007 or later be used withOnBase 15.


OnBase supports the 32-bit version of Microsoft Office 2010 and Hyland Softwarerecommends that customers only install the 32-bit version of Microsoft Office 2010. For

most users, the 64-bit version of Microsoft Office 2010 does not provide additionalperformance benefits. Microsoft provides the following guide to assist with choosing thecorrect version of Microsoft Office 2010 for your organization (http://technet.microsoft.com/en-us/library/ee681792.aspx).

Separate versions of the Office Business Application for 2010 and Integration forMicrosoft Outlook 2010 modules are available that support the 64-bit version ofMicrosoft Office 2010. The 64-bit versions of these modules have limited functionality,though, due to some components which are not 64-bit compatible.

http://www.microsoft.com/downloads/http://www.microsoft.com/downloads/http://technet.microsoft.com/en-us/library/ee681792.aspxhttp://technet.microsoft.com/en-us/library/ee681792.aspxhttp://technet.microsoft.com/en-us/library/ee681792.aspxhttp://technet.microsoft.com/en-us/library/ee681792.aspxhttp://technet.microsoft.com/en-us/library/ee681792.aspxhttp://technet.microsoft.com/en-us/library/ee681792.aspxhttp://technet.microsoft.com/en-us/library/ee681792.aspxhttp://www.microsoft.com/downloads/


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The following are limitations when using the 64-bit versions of the Office BusinessApplication for 2010 and Integration for Microsoft Outlook 2010 modules:

• The embedded Unity Document Viewer cannot display Microsoft Officedocuments. The Office Business Application for 2010 will be used to open allMicrosoft Office documents. The Office Business Application for 2010 is requiredto view Microsoft Office documents from the Integration for Microsoft Outlook

2010.• Topaz signature pad functionality, which is part of the Signature Pad Interface

module, is not available.

• Document scanning and acquisition is not available.

• The Document Composition preview window, which may be displayed aftercomposing a new document using the Document Composition module, is notavailable.

Caution: OnBase does not support mixed 32-bit and 64-bit Microsoft Office installations withthe Office Business Application for 2010 and Integration for Microsoft Outlook 2010modules.


OnBase supports the 32-bit version of Microsoft Office 2013 and Hyland Softwarerecommends that customers only install the 32-bit version of Microsoft Office 2013. Formost users, the 64-bit version of Microsoft Office 2013 does not provide additionalperformance benefits. Microsoft provides the following guide to assist with choosing thecorrect version of Microsoft Office 2013 for your organization (http://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspx).

Separate versions of the Office Business Application for 2013 and Integration forMicrosoft Outlook 2013 modules are available that support the 64-bit version ofMicrosoft Office 2013. The 64-bit versions of these modules have limited functionality,

though, due to some components which are not 64-bit compatible.The following are limitations when using the 64-bit versions of the Office BusinessApplication for 2013 and Integration for Microsoft Outlook 2013 modules:

• The embedded Unity Document Viewer cannot display Microsoft Officedocuments. The Office Business Application for 2013 will be used to open allMicrosoft Office documents. The Office Business Application for 2013 is requiredto view Microsoft Office documents from the Integration for Microsoft Outlook2013.

• Topaz signature pad functionality, which is part of the Signature Pad Interfacemodule, is not available.

• Document scanning and acquisition is not available.

• The Document Composition preview window, which may be displayed aftercomposing a new document using the Document Composition module, is notavailable.

Caution: OnBase does not support mixed 32-bit and 64-bit Microsoft Office installations withthe Office Business Application for 2013 and Integration for Microsoft Outlook 2013modules.

http://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ee681792(v=office.15).aspx


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Microsoft Outlook 2003 Support

As of OnBase 14, the use of Microsoft Outlook 2003 is no longer supported. On April 8,2014, Microsoft’s extended support for Outlook 2003 was retired. If you are usingOutlook 2003, you should not upgrade to OnBase 15 until you have upgraded to aversion of Outlook supported by OnBase. It is recommended that Outlook 2007 or laterbe used with OnBase 15.

Datawatch Modeler

Report Mining Integration for Datawatch Modeler requires Datawatch Modeler version12. This integration cannot be used with earlier versions of Datawatch Modeler or theearlier Datawatch Monarch product line.

Report Mining Integration for Datawatch Modeler is only supported with OnBase 14 andgreater.

The Datawatch Modeler application must be installed on each workstation that willconfigure or use the Report Mining Integration for Datawatch Modeler module.

Datawatch Modeler 12 is not supported on versions of OnBase prior to OnBase 14.

Datawatch Report Mining Server (Datawatch RMS)

Report Mining Integration for Datawatch Report Mining Server supports DatawatchReport Mining Server (Datawatch RMS) versions 4.5, 5.0, 11.5, and 12.3.

Data mining is supported for model files with *.XMOD or *.DMOD file formats.

Note: Files with the legacy *.MOD format may need to be converted in order to be usedwith more recent versions of Datawatch RMS. More information on the conversion and onsupported file formats is available from Datawatch.

Sybase SQL Anywhere 11.x and Lower Support

As of OnBase 14, Sybase SQL Anywhere™ versions 11.x and lower are no longersupported. Sybase’s engineering support for SQL Anywhere versions 11.x and lower hasbeen retired (Sybase End of Life Page). If you are using Sybase SQL Anywhere version11.x or lower, you should not upgrade to OnBase 14 until you have upgraded to aversion of Sybase SQL Anywhere supported by OnBase. OnBase 14 supports Sybase SQLAnywhere version 12.

Miscellaneous Support Items

Running OnBase as a Windows Service

When configuring the OnBase Client to run as a Windows Service you must configure theservice to run with the following minimum dependencies:

• DCOM Server Process Launcher

• Event Log

• Remote Procedure Call (RPC)

• Security Accounts Manager

• Windows Management Instrumentation

http://www.sybase.com/detail_list?id=9790&siteId=1&timeframe=-1&show=1255&show2=-1&multi=true&header=true&pageNum=1http://www.sybase.com/detail_list?id=9790&siteId=1&timeframe=-1&show=1255&show2=-1&multi=true&header=true&pageNum=1http://www.sybase.com/detail_list?id=9790&siteId=1&timeframe=-1&show=1255&show2=-1&multi=true&header=true&pageNum=1http://www.sybase.com/detail_list?id=9790&siteId=1&timeframe=-1&show=1255&show2=-1&multi=true&header=true&pageNum=1http://www.sybase.com/detail_list?id=9790&siteId=1&timeframe=-1&show=1255&show2=-1&multi=true&header=true&pageNum=1http://www.sybase.com/detail_list?id=9790&siteId=1&timeframe=-1&show=1255&show2=-1&multi=true&header=true&pageNum=1http://www.sybase.com/detail_list?id=9790&siteId=1&timeframe=-1&show=1255&show2=-1&multi=true&header=true&pageNum=1


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If you are upgrading to OnBase 15 from a previous version, you must ensure that allpreviously configured OnBase services are assigned these same dependencies.

Caution: If these minimum dependencies are not assigned to all OnBase services running onthe workstation, when the machine running the services and starting them automatically isstarted, the boot process will stop at the Applying Computer Settings dialog box.

Note: If multiple OnBase services are configured to automatically start on the samemachine, those services may need to be assigned as dependencies of the other OnBaseservices on that workstation in order to avoid conflicts during the workstation’s bootprocess.

XML Style Sheets

Beginning in Microsoft .NET Framework 2.0, the XslTransform class was deprecated andreplaced with a new XSLT implementation, XslCompiledTransform. This change to theMicrosoft .NET Framework enforced stricter standards for how style sheets must be

created, and may cause display issues when viewing XML documents in OnBase witholder style sheets. For example, XML documents may be displayed as shifted down andto the right. Other unexpected behavior may also occur when viewing documents withthe affected style sheets.

Beginning with OnBase 9.0.0, this issue has been corrected for all custom and standardstyle sheets created by Hyland Software, including style sheets for the EDI processors.However, this issue may still affect style sheets created by Hyland Software prior to therelease of OnBase 9.0.0, as well as any style sheets that users have developed on theirown, depending on how they were created.

If you are upgrading from OnBase 8.2.0 or earlier, or if you believe that style sheetscreated for your OnBase solution are, or may be, affected, please contact your first lineof support for additional information and assistance in resolving this issue.

Part 3 – OnBase 15 Databases

Minimum OnBase Database Schema Version

OnBase 15 upgrades the database schema to version 3.5-380. The OnBase 15 softwaresuite requires this minimum database schema version in order to operate properly.

Databases Supported

The following tables list the databases supported.


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Microsoft SQL Server

Oracle

Note: If you are using an Oracle database, it is strongly recommended that you have acertified Oracle Database Administrator on staff.

Microsoft SQL Server Additional Information

Microsoft SQL

Server™ 2005 (SP2 orlater recommended)

Microsoft SQL Server2008 (RTM, SP1, SP2;

SP2 recommended)

Microsoft SQL Server

2008 R2 (RTM, SP1;SP1 recommended)

Microsoft SQL Server2012

Microsoft SQL Server2014

Microsoft SQL Server 2005 must be running in compatibility mode 7

or greater. Running in compatibility mode 6.5 or lower will result inerrors during the upgrade process.

SQL Server 2005 drivers must be upgraded to the Feature Pack forMicrosoft SQL Server 2005 - December 2008 or a later feature pack.

Note: On January 11, 2011, Microsoft discontinued technical support

for Microsoft SQL Server 7.0. As of release 11.0.0, Hyland Softwareno longer supports SQL Server 7.0.

Note: On April 9, 2013, Microsoft discontinued technical support forMicrosoft SQL Server 2000. As of release 13, Hyland Software no

longer supports SQL Server 2000.

Note: You must ensure that your SQL Server database clientsoftware version matches or exceeds the database server version.For example, if your database server is SQL Server 2008, verify thatthe database client is SQL Server 2008 (or later). Running a previousclient version, such as SQL Server 2005, will result in system

instability and memory issues. For instructions on determining yourserver and client versions, see Database Client / Server VersionCompatibility on page 21.

Oracle Additional Information

Oracle v 8.0.5.0 or

later

Oracle version 8.0.5.0 can be used, but it is not recommended due

to potential memory leaks. If Oracle 8.0.5.0 is used, a third-partyODBC driver is recommended.

Oracle 8i: 8.1.7.7 orlater

ODBC drivers should be 8.1.7 or later. 8.1.6.x drivers have knownissues and are not supported.


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OnBase 15 Technical Requirements