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External Access Client Portals & StatusView

SECTION 1: Introduction

01 Course Introduction and Portal Examples 4 m

SECTION 2: StatusView

02 What is StatusView? 3 m
03 StatusView Demonstration and Configuration 7 m
04 StatusView Privileges Administration 3 m
05 StatusView User Group Administration 4 m
06 Configuring a New StatusView Layout 8 m
07 Activity: StatusView

SECTION 3: External Access Client

08 Defining Users & Security 7 m
09 Portal User Experience 1 m
10 Portal Licensing & Browser Support 4 m
11 Activity: Users and Licensing
12 Configuring External Access Client 17 m
13 Activity: Security
14 Activity: Portal Review
15 User Demonstration of External Access Client & Workflow 12 m
16 Conclusion 1 m

SECTION 4: Final Assessment (Earn 80% or higher to earn credit)

17 Final Assessment

The External Access Client (EAC) allows you to create a portal for non-OnBase users to access information stored in OnBase through the web. These external users will not need to install or learn OnBase.

In this comprehensive course you will learn how to configure External Access Client, how to secure the content you expose, and how to easily customize the portal user experience to match your users' needs. You will also learn what StatusView is, how it provides content to External Access Client users, and how it can be utilized in the OnBase Web Client for a customized user experience.

  • Premium
  • P1556
  • Intermediate
  • 1 hr 11 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Licensing Options
  • Browser Compatibility
  • Automating Portal Access
  • Portal Self Service
  • Customizing your Portal UI
  • Copying, Modifying, and Deleting Portlet Types
  • Assigning Default Layouts for StatusView
  • Setting Password Strength Text and Tooltip
  • Setting Contact Information
  • Selecting Email Reset Templates
  • Modifying Security Questions
  • Utilizing Custom CSS
  • Uploading a Logo and Banner
  • Adding User Request Fields
  • Adding and Removing Users