24.1

Hyland OnBase Importer

Introduction

The OnBase Importer is one of the target connectors available in migration-center starting with version 3.17. It takes the objects processed in migration-center and imports them into an OnBase platform.

The current importer features are:

  • Import documents

  • Set custom metadata

  • Import document revisions

  • Delta migration (only for metadata)

Known Issues and Limitations

  • The importer cannot use a service account since that's not supported by Unity API

  • An additional OnBase license might be required, because migration-center uses Unity API to ingest the data

  • Windows Authentication should be disabled in the OnBase Application server, because the importer uses OnBase Authentication

Importer Configuration

Click on the New Importer button to build a new OnBase Importer job and pick "OnBase" from the list of connectors. Once the adapter type has been selected, the Parameters list will be populated with the parameters specific to the selected adapter type, in this case OnBase.

Importer parameters

The common adaptor parameters are described in Common Parameters.

The configuration parameters available for the OnBase importer are described below:

  • username* OnBase username. It must be a valid Hyland OnBase account. Service accounts are not supported.

  • password* The user's password.

  • serverUrl* The OnBase server URL. Example: http://example/AppServer/Service.asmx

  • datasource* The data set (repository) where the content should be imported.

  • numberOfThreads* The number of threads that the importer will use to import the documents.

  • loggingLevel* See Common Parameters.

Parameters marked with an asterisk (*) are mandatory.

Migset System Rules

Documents are part of the application data model in OnBase. They are usually represented by a document type, content, file_format, and some specific keywords.

OnBase Importer allows importing documents records from any supported source system to OnBase. For that, a migset of type “<Source>toOnBase(document)” must be created. Ex: Importing documents from Documentum requires migsets of type "DctmtoOnBase(document)”.

Documents

  • file_format* The OnBase file format corresponding to the established content. Example: Text Report Format

  • mc_content_location Optional rule for importing the content from another location than the one exported by the scanner. If not set, the source objects content_location will be used.

  • target_type* The name of the OnBase document type corresponding to a migration-center internal object type that is used in the association. Example: OnBase Document

  • revision_comment Sets the specific revision comment (Description).

  • document_date Sets the Document Date.

Rules marked with an asterisk (*) are mandatory.

A mapping list may be used to set the file format with ease and intuition.

Working with revisions

Revisions are part of the application data model in OnBase. Compared to other platforms, OnBase uses “Revisions” that are similar to the very popular concept of versions. The OnBase platform also has “Versions” but uses it in a different way: Versions are “stamped Revisions” which can have a version description.

OnBase Importer allows importing revisions records from any supported source system to Hyland OnBase. For that, a migset of type “<Source>toOnBase(document)” must be created. Ex: Importing revision from CSV requires migsets of type "CsvExceltoOnBase(document)”.

The user needs at least one version tree to be scanned to import revisions. Each scanned version is equivalent to a revision in OnBase.

In the example bellow we have mapped level_in_version_tree to the revision description using the optional revision comment system rule to easily describe the revision correlation of Onbase.

Delta Migration

Objects that have changed in the source system since the last scan are scanned as update objects. Whether an object in a migration set is an update or not can be seen by checking the value of the Is_update column – if it’s 1, the current object is an update to a previously scanned object (the base object). An updated object cannot be imported unless its base object has been imported previously.

Currently, update objects are processed by OnBase importer with the following limitations:

  • Only the keywords are updated for the documents and revisions.

  • New keywords for existing objects can be set by using delta migration.

  • The keywords for a document and its revisions are shared, so when updating keywords for a document or revision, all the documents will be updated.

3.17 version of OnBase Importer can only update the keywords of the existing documents or revisions.