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Import/Export Framework

SECTION 1: Course Instruction

01 Overview 2 m
02 Best Practices 3 m
03 FYI: A Dry Run
04 Configuration Client 13 m
05 OnBase Studio 7 m
06 FYI: Be Consistent
07 Troubleshooting 5 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

08 Final Assessment

OnBase makes it easy to exchange configuration items between systems. When you use the import and export tools within the OnBase Configuration Client and OnBase Studio, configuring your processes, life cycles, keywords, Document Types, templates, WorkView applications, and other essential OnBase pieces, only needs to happen once, rather than once in each of your systems– for example, in both test and production.

Join Technical Support Specialist, Matt Hrudka, as he discusses the subject of Configuration Data migration. He’ll talk about what types of configurations can be exchanged between systems, as well as how the process works, best practices, and what to do when things don’t quite go as planned.

  • OnBase
  • eLearning
  • P1491
  • Intermediate
  • 30 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Preparing to Export
  • Preparing to Import
  • Performing a Dry Run
  • Encrypting the Export File
  • Saving and Naming your Export Package
  • Performing and Verifying Resolutions during Import
  • New Importing Interface for OnBase 17
  • Matching Options
  • Grouping in a Meaningful Way
  • Resolving a Group of Items
  • Running Verification and Reviewing Import
  • Displaying the Import Verification Report
  • Updating a Life Cycle
  • Adding Mail Slots
  • Import Management for Partial Imports
  • Troubleshooting using Workflow Doctor