OnBase Upgrade Information

Welcome to the OnBase Upgrade Information page — your one-stop shop for all information, resources and updates about OnBase upgrades at CU!

Background

This page provides highlights, timeline and general information about the latest OnBase upgrade. Please visit the Hyland OnBase 17 Community site for more information and additional content.

Who and what will be affected by the upgrade?

  • Current OnBase users - all 2800 users
  • All system components will be updated including the Web client, Unity client and Office Integration clients

 

 

Why upgrade to OnBase version 17?

OnBase 17 delivers an enhanced user experience with new, modernized interfaces for our Web and Unity clients.  With OnBase 17, you’ll find an enterprise information platform with a range of content services that is more powerful, more configurable and more capable of integrating with your core business applications. This latest release will help your organization become even more agile, efficient and effective.

  • 3500+ Enhancements and bug fixes
  • 66 Security vulnerabilities fixed
  • Support for new browser versions
  • Support for new compliance standards
  • Additional support for Section 508 accessibility
  • Easier administration and configuration

What actions will I need to take for the upgrade?

  • For End users no actions are necessary. If you use the Unity client and Office Integration clients, they will automatically detect the new version the next time you launch the client and download and install the update.
  • For Certified Administrators it will be necessary to manually install the new OnBase Thick clients, OnBase Studio and OnBase Unity Scheduler once we move the upgrade to production. Please refer to the OnBase Training page for these installers. You can install the update over the existing instance.

When will the upgrade take place?

  • Sept. 15: The OnBase DEV environment will be upgraded (DONE)
  • Oct. 23: The OnBase STG environment will be upgraded (DONE)
  • Oct. 28: The OnBase TST environment will be upgraded (DONE)
  • Oct. 29: The OnBase PRD environment will be upgraded (DONE!)

How often are upgrades provided for OnBase?

Hyland Software provides one major and one minor upgrade to OnBase each year. The major upgrade is usually released around June and the minor upgrade around December.

OnBase 17 Highlights for Certified Administrators and Developers

  • Unity Forms
    • More columns in panels and set column widths, duplicate panel layouts and empty columns can retain their width for easy space
    • Can now change the color, bold selected text, italicize, and even add hyperlinks to the form
    • All labels, headers, footers, and paragraph controls have the ability to fine-tune the formatting; no more “one size fits all” approach
    • Save Draft: Allows designers to save their progress on complex templates
    • Copy Template: Allows faster creation of similar forms to accelerate solution design
    • Delete Template: Simplifies template management when outdated templates are no longer needed
    • Unity Forms can be rendered as a TIFF when using the “Send to File” functionality in the Unity Client
    • Unity Forms can now be rendered as a PDF or TIFF using the Workflow Action
  • Workflow
    • Workflow Child Items: Divide work items into child work items that need independent processing
    • OnBase Studio Performance Enhancements
    • New Rules and Actions
    • Email distribution tracking and processing: new "Check Notification Complete" action you can tie to a timer to see if email has been sent
  • Reporting Dashboards
    • New Display Action: Display Geolocation Map
    • New option to allow the consolidation of parameters on dashboards that use the same parameters across multiple data providers
    • New and Updated Data Providers: Time in Queue, Time to Process
    • Dashboard Gallery now accessible from the Web Client
    • Re-order Column Grids from Viewer
    • Create a Print Preview, and Export to PDF or Image (PNG)
  • DocuSign eSignature
    • OnBase can now use DocuSign Templates by associating a Keyword Type with a DocuSign Template
  • Authentication
    • Identity Provider Service (IdP) now an option
    • Two factor authentication support for SAML
    • Single sign-on deployments are easier