Content Connector for Microsoft SharePoint 8.2

SUMMARY
The Content Connector for Microsoft SharePoint automatically links documents batch processed into OnBase to related items and
records managed in SharePoint, providing users with immediate access to all of the content they need from within their familiar
SharePoint environment. Based upon rules defined by a SharePoint site owner, relevant OnBase content is made accessible as
item list attachments and document library items.



KEY BENEFITS Provides a high volume scanning and capture solution for SharePoint that complement its native capabilities.
 Leverages investments by integrating these enterprise solutions, to take advantage of the strengths of each.
 Promotes worker efficiency, providing SharePoint users with instant, self-service access to related content in OnBase.
 Immediate, out-of-the-box solution easily deployed without the burden or cost of custom development.
 Easy public and remote access to OnBase content and functionality through SharePoint, without costly end-user training.
BUSINESS APPLICATION Project management and procurement: Organizations using SharePoint to collaborate on and manage projects can now have
any project-related content, batch processed in OnBase, linked to relevant document libraries and item lists managed in
SharePoint. For example, based upon filtering rules, such as matching project numbers, links to purchase orders, vendor
invoices and COLD financial reports can be automatically posted to items and records. This provides users with self-service
access to a complete set of all project-related content regardless of where it is stored.

KEY FEATURES Automatic Indexing – SharePoint content types and column metadata are respectively mapped to OnBase document types and
keywords, allowing the index values to be populated in SharePoint upon the posting of OnBase document hyperlinks.
 Rules configuration allows users to apply conditions to subscribe to any OnBase batch processed documents from any
SharePoint item list or document library.
 OnBase Viewer for SharePoint provides SharePoint users access to OnBase standard toolbars and right-click menu functions,
and can optionally display relevant Workflow tasks with Related Documents folders.

OnBase API Overview

Architecture

The OnBase API utilizes a configurable, three-tier client/broker/server architecture. This provides complete flexibility, allowing you to develop both full-scale and thin-client applications with the same interface.

With the OnBase API, you can choose to have OnBase handle the display of result sets and documents, or you can have OnBase pass the documents back to your application so that you can display them. If you want OnBase to handle the display of result sets and documents, you will need to have the OnBase Client installed on the workstation that is calling the API. Otherwise, you can use the OnBase Broker.

The OnBase Broker is essentially a multi-threaded, 32-bit OnBase “Client” that acts as a broker and can handle one to many API Client connections. There are several ways you can set up the OnBase Broker software for use with your application. They are as follows:

1. You can configure each end-user workstation with the OnBase Broker. This arrangement is best for retrieval intensive applications, especially for large documents. Depending on licensing and user rights, this could give each user the full OnBase Client application on their own workstation.
2. You can have one OnBase Client Broker workstation for each work-group. This arrangement is best where you have a very high number of users with less powerful or thin-client style machines.
3. You can execute the OnBase Broker directly, on the OnBase Server and use it for all Client applications. This is an efficient arrangement and works well where the users have less powerful or thin-client style machines. The OnBase Internet Server is usually deployed in this way.
4. You can mix and match any of the above to suit your particular needs.

Fortunately, your application calls the same OnBase API methods regardless of how and where the OnBase Broker is set up. A few of the methods and some of the parameters for other methods require that the OnBase Client software to be running on the workstation and are noted as such. For applications that wish to use those methods, you will need to use configuration “1” above.


Methods
The following collection of OLE Methods provides a flexible interface to the OnBase Information Management System for both retrieval and storage of documents. The OLE Methods are broken into groups based on functionality. They are:

• Connection Methods - Used to connect (logon), disconnect (logoff) and get lists of Document Types, Keyword Types, and File Formats from the OnBase System. (Some of the Connection Methods are BI-DIRECTIONAL, see explanation on page below.)
• WorkFlow Methods (3.52+) – Used to access information and execute actions within the OnBase WorkFlow module
• Query Methods - Used to initialize, set additional parameters for, execute, and close queries. (Some of the Query Methods are BI-DIRECTIONAL, see explanation below.)
• Archive Methods - Used to initialize, set additional parameters for, execute, and close the archival process.
• Application Control Methods - Used to control the OnBase Client Application.

To use OLE Automation, the OnBase Broker services must be registered on the workstation.

OnBase Integration APIs

OnBase APIs

OnBase offers a set of APIs or Application Programming Interfaces to allow a developer the ability to hook into OnBase functionality from with the comfort of their own custom code. This custom code may reside within a VB Script that is configured in OnBase or another application written completely separate from OnBase. In either case it is the responsibility of the developer to choose the correct API for the solution as well as the correct licensing model for the solution.

What is OnBase

Enterprise Content Management Software Products


OnBase is a fully integrated enterprise content management (ECM) software suite used by more than 8,000 mid-tier and Global 2000 enterprises to capture, route, manage, share and archive high volumes of corporate information critical to business operations, audits and customer service. Eliminating low-value manual tasks through core OnBase functionality such as document imaging, workflow and COLD/ERM and making all content instantly available from a single, easy-to-use interface increases employee productivity and operational efficiency. OnBase complements its ECM functionality with expertise in specific industry solutions and back office operations.
OnBase enterprise content management software customers experience the following benefits:
Lower operating costs resulting from reducing overhead needed to support physical documents and reducing the labor required to complete critical business processes
Greater collaboration fostered by simultaneous, secure, real-time access to content regardless of users' locations
Reduced cycle times when the delays and inefficiencies of manual processes are eliminated, resulting in competitive advantage when securing new business, collecting early pay vendor discounts and lowering the per-unit costs of providing superior products and services
Improved customer service by empowering customer service representatives to resolve issues on the first call with the most accurate and timely data or cost effectively provide customer self-service with secure Web-based access to important documents

Better support for governance, risk and compliance initiatives by enabling secure access to content, standardized business practices and retention of content based on internal policies, quality assurance standards or regulations

OnBase enterprise content management software is sold through a proven and trusted network of authorized solution providers. These partners offer a wealth of industry-specific knowledge and expertise to configure OnBase enterprise content management solutions that help you gain competitive advantage in your industry. In addition, Hyland Software backs up our partners with technical training and customer support that industry analysts rate among the very best in the ECM industry.