The instructions below will show one how to install the Hyland Software Virtual Printer in Windows. NOTE: The OnBase account of the person using the Hyland Software Virtual Printer needed to be licensed to do so. The Onbase team of ITS can grant that access. Installation Download and Installed the Microsoft .NET 4.6 Platform from: https://www.microsoft.com/en-us/download/details.aspx?id=48130 NOTE: This software may already be installed on the computer. The Microsoft .NET 4.6 Platform installer will tell you if it is. Using Internet Explorer (this will only work with IE, not Chrome or Firefox), navigate to: https://onbase.campus.pomona.edu/webdeploy/ Under the 'Packaged Deployments' section, click on the link labeled 'Unity Client - Standard with VPD Install'. The installer should automatically download and run on your machine without any additional steps required Once the installation is completed, the Unity Client should also automatically launch and log you into the system. If it does not, please run it from your Start menu and log in. Install the Virtual Print Driver listener app. a. Download and unzip the OnBase-VPD64.zip file from: https://pomona.box.com/s/6yzd7iatih5fv8rvruj4gqonn3vbvkcv b. Run the setup.exe executable. After launching the Unity Client, open a document (PDF or other) and try printing it to the 'Hyland Software Virtual Printer'. An import window in the Unity Client should automatically pop up after a second or two.

OnBase Unity Client This article covers how to setup a workstation and scanner for importing a document or batches of documents into OnBase using the Unity Client installed on a Windows PC.  To install the OnBase Unity Client, use Microsoft Edge to install from https://onbase.campus.pomona.edu/webdeploy/ (The installation will only work with Microsoft Edge). Mac users and users without permissions to install software can access the Unity Client via the Staff Desktop in Azure Virtual Desktop.  Alternatively, there is a web version of the Unity Client which is compatible with most modern browsers: https://onbase.campus.pomona.edu/AppNet NOTE: Use these links for the Development versions of the Unity Client and Web Client. Scanner Setup This section outlines the basic standard install for Fujitsu fi-series scanning hardware.  This process will install the base imaging components and register the client with the SCA server for package updates and department specific configuration (if enabled).  Custom solutions may require additional configuration. Initial client configuration packages must be installed prior to linking the client PC and scanner hardware into the SCA server.  Packages are preconfigured per scanning hardware model and stored on Filer1: Path: \\filer1\ServerSoftware\Scanner_Software Installing from these custom packages will automatically register the scanning hardware with the SCA server as part of the installation process.  Additional configuration may be required from the SCA console to deploy user/departmental specific packages to the client node. Select the installation package from the above path based on the model of scanner hardware being installed.  Run setup.exe to begin the installation process: Launch "setup.exe" to begin the installation process. Select "Installation (Custom)" from the setup menu. Select the following sub-components for installation: PaperStream IP (TWAIN) PaperStream Capture Scanner Central Admin Agent Accept the licensing agreement and click Install. Do not update the installed components. Configuring a Workstation for scanning Perform these steps to configure a new scan workstation.  Not all users will have access to make these changes; contact the Information Systems Team for assistance, if necessary.  You should only have to perform these steps once for each scan workstation. Have the primary user of the workstation log into the Unity Client with their Pomona credentials. Click the OnBase icon in the upper left corner and select User Options then select Imaging from the menu. Select Production Document Imaging (KOFAX or TWAIN) and click Save. NOTE: If this radio button option is greyed out, the workstation that is being configured is not currently licensed for Product Document Imaging.  Once the user has logged into the Unity Client from that workstation, it will be registered in the system.   An OnBase Administrator will then need to provision the appropriate license to allow for that workstation to perform batch scanning in the Unity Client. Batch scanning documents in Unity Click Batch Scanning on the Home tab of the menu, Click the Manage Scan Formats icon under Configuration section of the Capture tab. Assign a name and source type for a new Scan Format (source type is typically Twain). Select a scan queue and scan format.  Next, select one of the following scan modes: No index: All document type selection and keyword value indexing will occur in Batch Processing after the batch is scanned. Pre-index: The document type will be selected prior to scanning the batch.  Keyword values can be entered as well, but the batch will still require additional indexing for other keyword values. Full Index: The document type and all keyword values will be entered prior to scanning the batch.  The batch will bypass the initial indexing status queue and will move straight to the Awaiting Commit status if no other indexing is required. Select the Document Type, Document Date and enter any keyword values (Pre-Index or Full Index only).  At this time, make sure the documents have been placed into the scanner's feeder tray and are ready for scanning (staples, paper clips and sticky notes removed).  When ready, click Scan in the lower right-hand panel or on the Capture tab of the menu.        When all pages have been scanned, you will be prompted with the following options. For most batch jobs, simply click 'Done' to complete the scanning process.  You can review pages and make any necessary changes.  If Advanced Document Review is enabled in User Options, that will be displayed at this time.  When you are ready to send the batch to indexing, click Back to go back to Batch Scanning to scan another batch or Go to Batch to go to Batch Processing and begin indexing.

Problem OnBase freeze or crashes when attempting to upload files to it. OnBase fails to open. 'Could not reach the application server.  Please check that the service location is valid and the computer is connected to the network.' Environment Windows OS Solution 1 Remove ALL versions of OnBase using the 'Apps & features' menu in Windows.  The installations will show up as 'Hyland Unity Client [version]'. Rename the Hyland settings folders at the following locations; add 'BACKUP-' to the front of the folder names (e.g., C:\Users\[username]\AppData\Local\BACKUP-Hyland Software, Inc): C:\Users\[username]\AppData\Local\Hyland Software, Inc C:\Users\[username]\AppData\Roaming\Hyland Software, Inc C:\Users\[username]\AppData\Local\Apps\2.0\MO97B0Q2.WRN\56979JL4.EJV\unit..tion_fabb32800d28bdc0_0001.0002_36e1b90e98c593b7 C:\Users\[username]\AppData\Local\Apps\2.0\MO97B0Q2.WRN\56979JL4.EJV\unit..tion_fabb32800d28bdc0_0001.0002_be687b731c89637c NOTE: In order to rename the last two folder, it may be necessary to kill running OnBase processes using Task Manager.  Look for processes that have the words 'OnBase', 'Hyland' or 'Unity' in their names. The 'unit..tion_fabb32800d28bdc0' folders may not be at exact folder paths shown above.  In that case, do a search of the Windows boot drive for 'unit..tion_fabb32800d28bdc0'. Reinstalled desired version of the OnBase Unity Client using the instructions at https://servicedesk.pomona.edu/support/solutions/articles/18000033159. NOTE: You may encounter trouble with OnBase if you install two different versions. Solution 2 The Windows local account profile for the Windows computer needs to be backed up and then removed. Doing so will allow the person encountering the OnBase trouble to create a new whole new Windows account profile on the effected computer, there by eliminating the problem causing the OnBase problem. Please request assistance from the ITS Service Desk at ServiceDesk@pomona.edu for this solution.

About the Article This article provides step-by-step instructions for creating an account on the Hyland University website. It also aims to provide an overview of how to navigate and browse through the many different types of OnBase training courses offered on the Hyland University website. The scope of these training courses vary widely, ranging from: End-User training, Hands-On Labs, Integrations, and OnBase Workflows. If you have any additional questions about the OnBase application or these training resources, please contact the ITS Service Desk servicedesk@pomona.edu Hyland University Enterprise Premium Subscription Pomona College has purchased an Enterprise Premium Subscription from Hyland, the creator of our Enterprise Content Management System - OnBase. This Enterprise Premium Subscription allows any faculty or staff with an active @pomona.edu email to sign-up on the Hyland University website and complete any of the OnBase training courses that fall under the Premium, Free, or Free Premium categories of courses. Create an Account & Start Training Courses Step 1:  Navigate to: https://id.hyland.com/app/UserHome and  click "Sign-Up". When met with the selection for: Existing Hyland Customer or Partner? Select Yes and for Organization Name enter– "Pomona College". Click Register once you have entered in all of the required fields.   Step 2:  After registering, your browser will change to the My Apps page. Select "Hyland University" Step 3:  Upon selecting Hyland University, the browser will change to the My Training page. Scroll down until you see the "Catalog" option under popular pages and select "View Courses". Step 4:  From the Catalog, select "OnBase" which is located on the left-hand side of the page under the Product Line list. Step 5:  Once you are under the OnBase catalog, you can search for specific training courses by using the search bar (e.g. Salesforce, end user training, workflow etc.). You can narrow your search even further by selecting from the various list options on the left-hand side of the page (Course Type, Technical Level, Roles). Take as many training courses as you'd like!