{"id":6346,"date":"2024-04-05T14:36:32","date_gmt":"2024-04-05T18:36:32","guid":{"rendered":"https:\/\/www.bu.edu\/metit\/?page_id=6346"},"modified":"2025-11-07T11:49:54","modified_gmt":"2025-11-07T16:49:54","slug":"onbase","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/metit\/services\/admin-sys\/onbase\/","title":{"rendered":"OnBase"},"content":{"rendered":"<p>OnBase is an enterprise document management system for capturing, managing, and archiving documents online. This system is primarily used for the management of important enrollment documents.<\/p>\n<hr\/>\n<h4>Support Policy<\/h4>\n<p>MET IT is responsible for the following:<\/p>\n<ul>\n<li>Installation of the required OnBase Client for BU-provisioned devices<\/li>\n<li>Basic troubleshooting of OnBase Client<\/li>\n<li>Access control to the OnBase Sweep Folder<\/li>\n<\/ul>\n<p>Access requires a user login set up inside of OnBase itself. To gain this access, please speak with Kelly Lootz (<a href=\"mailto:klootz@bu.edu\">klootz@bu.edu<\/a>).<\/p>\n<p>When requesting access, make sure to include the following:<\/p>\n<ol>\n<li>Full User Name<\/li>\n<li>BU Alias (BU email account)<\/li>\n<li>Indicate if the new user should have rights similar to an existing user, or indicate the work responsibilities of the new user<\/li>\n<li>Indicate if the new user should replace an existing user<\/li>\n<\/ol>\n<hr\/>\n<h4>Resources<\/h4>\n<div class=\"center-children\">\n<div class=\"grid col-5 colors\">\n<div class=\"hovereffect\" style=\"background-color: #707070\"><a target=\"_blank\" rel=\"noopener noreferrer\" href=\"http:\/\/www.bu.edu\/tech\/services\/admin\/document-management\/onbase\/\"><span>BU IS&amp;T Overview<\/span><\/a><\/div>\n<div class=\"hovereffect\" style=\"background-color: #707070\"><a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\/\/teams.microsoft.com\/l\/team\/19%3Ae97a951d86da4a8fa1662f62e0b36ec8%40thread.skype\/conversations?groupId=6d2aa440-38eb-4b1a-b6d2-44af93b2ed61&#038;tenantId=d57d32cc-c121-488f-b07b-dfe705680c71\"><span>BU OnBase Teams Community<\/span><\/a><\/div>\n<div class=\"hovereffect\" style=\"background-color: #707070\"><a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\/\/www.bu.edu\/onbase-ug\/\"><span>OnBase Users Group Website<\/span><\/a><\/div>\n<div class=\"hovereffect\" style=\"background-color: #707070\"><a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\/\/www.bu.edu\/policies\/record-retention\/\"><span>Record Retention Policy<\/span><\/a><\/div>\n<div class=\"hovereffect\" style=\"background-color: #707070\"><a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\/\/www.bu.edu\/tech\/services\/teaching\/lms\/terrier-edevelopment\/\"><span>Training<\/span><\/a><\/div>\n<\/div>\n<\/div>\n<hr\/>\n<h4>OnBase Client Capabilities<\/h4>\n<p>Based on the role of the user, a different OnBase Client will be installed. At MET, two particular clients are used regularly: Outlook Client and Unity Client.<\/p>\n<p>The table below explains the capabilities of these two clients.<\/p>\n<table class=\"styled-table\">\n<thead>\n<tr>\n<th>Feature<\/th>\n<th>Outlook Client<\/th>\n<th>Unity Client<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td data-mobile-label=\"Feature\">Platform<\/td>\n<td data-mobile-label=\"Outlook Client\">Outlook 365 or Outlook 2019<\/td>\n<td data-mobile-label=\"Unity Client\">Windows Desktop Application<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Document Retrieval<\/td>\n<td data-mobile-label=\"Outlook Client\">Yes<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">View Folders<\/td>\n<td data-mobile-label=\"Outlook Client\">No<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Custom Query<\/td>\n<td data-mobile-label=\"Outlook Client\">Yes<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Import Electronic Documents<\/td>\n<td data-mobile-label=\"Outlook Client\">Yes<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Direct Email Import<\/td>\n<td data-mobile-label=\"Outlook Client\">Yes<\/td>\n<td data-mobile-label=\"Unity Client\">No<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Scan Paper<\/td>\n<td data-mobile-label=\"Outlook Client\">No<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Sweep Files<\/td>\n<td data-mobile-label=\"Outlook Client\">No<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Document Separation<\/td>\n<td data-mobile-label=\"Outlook Client\">No<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Perform Redaction<\/td>\n<td data-mobile-label=\"Outlook Client\">Yes<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<tr>\n<td data-mobile-label=\"Feature\">Notes<\/td>\n<td data-mobile-label=\"Outlook Client\">Yes<\/td>\n<td data-mobile-label=\"Unity Client\">Yes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>OnBase is an enterprise document management system for capturing, managing, and archiving documents online. This system is primarily used for the management of important enrollment documents. Support Policy MET IT is responsible for the following: Installation of the required OnBase Client for BU-provisioned devices Basic troubleshooting of OnBase Client Access control to the OnBase Sweep [&hellip;]<\/p>\n","protected":false},"author":14346,"featured_media":0,"parent":1557,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/pages\/6346"}],"collection":[{"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/users\/14346"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/comments?post=6346"}],"version-history":[{"count":7,"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/pages\/6346\/revisions"}],"predecessor-version":[{"id":9102,"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/pages\/6346\/revisions\/9102"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/pages\/1557"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/metit\/wp-json\/wp\/v2\/media?parent=6346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}