OnBase Frequently Asked Questions (FAQs)

Answers to Common Questions:

1) How do I get access to Onbase? 

To inquire about initial access, please submit a request using our ticket portal link https://mines.teamdynamix.com/TDClient/Requests/ServiceDet?ID=35985

There are two ways to access Onbase: the web client, and the Unity client. The web client is accessible using Trailhead; if the icon for Onbase is not visible to you, please contact support for inquiry. Access information for the Unity Client is coming soon, please note that that it must be installed while in Internet Explorer.

 

2) Now that I have access, how do I install OnBase?

Install the OnBase client for Windows please use these instructions.

 

3) I'm running a Macintosh operating system on my desktop or laptop, can I still access Onbase?

The Onbase Unity client is only available to users using Windows.

The Onbase web client is available to all users using Windows, Linux, and MacOS workstations.

 

4) I forgot my password, how do I reset it?

Logging into Onbase uses your multipass credentials. If there is an issue logging in, please contact support.

 

5) Is my browser supported for the Onbase web client? 

The recommended browser for the Onbase web client is Chrome.

Other supported browsers include: Internet Explorer, Edge, Firefox, and Safari.

The web client is currently not fully supported on iOS and Android devices.

 

6) I'm new to using Onbase, is there training or documentation on how to use it?

Quick reference guides are available at https://mines.skillport.com/skillportfe/main.action?path=summary/LP/lp_apr_2019_document_training#summary/LP/CDE$103591:_ss_lp:spmines/lp_apr_2019_document_training

Each department received documentation and training directly related to their department prior to the initial launch of Onbase to the campus. Please reach out to your department supervisors for inquiry for this training.

 

7) Is Onbase integrated with Banner?

ITS is currently working on a process to allow retrieving documents related to Banner pages when using a shortcut key. Once this process is stable and performing as expected, more details will be provided.

Onbase can retrieve documents related to Banner data from the Onbase application by using relational keywords. The Banner data is queried real-time during an import or batch process of documents.

 

8) I have an issue within Onbase that I would like to report, how do I go about that?

Tickets for issues can be submitted using our ticket portal link https://mines.teamdynamix.com/TDClient/Requests/ServiceDet?ID=35984

 

9) I have a request for a new Document Type or Keywords that I would like to use in Onbase, how do I go about that?

Requests can be submitted using OnBase Document Request at our ticket portal link https://mines.teamdynamix.com/TDClient/Requests/ServiceDet?ID=39635

 

10) I'm having issues connecting to Onbase when off of campus.

At the present time, Onbase is only accessible to individuals that are on the campus network either by use of campus WiFi, ethernet connection, or use of VPN when off-campus.

 

11) Onbase will not display my document and I'm having to download a copy in order to view it.

Depending on the file format of the document, Onbase may not be able to display the document internally and depends on an external viewer or application.

 

12) I have a stack of documents that I need scanned into Onbase, how do I go about scanning them in? 

The recommended method is batch scanning. Batch scanning will go into a scan queue, and then an individual will index the documents from the scan queue. Please note that scan queues are limited to selected document types, so be sure to keep this in mind when scanning the documents in when using specific scan queues. Please refer to https://mines.skillport.com/skillportfe/main.action?path=summary/LP/lp_apr_2019_document_training#summary/LP/CDE$103591:_ss_lp:spmines/lp_apr_2019_document_training for more information.

 

13) How do I submit a request for a new OnBase Workflow? 

        Requests can be submitted using our ticket portal link: https://mines.teamdynamix.com/TDClient/Requests/ServiceDet?ID=39634.

  •        Click Here to view a diagram of the OnBase Workflow Intake Process

 

14)  How do I auto-login to the Onbase web client after I’m logged into Trailhead?

Instructions are located here:

https://mines.teamdynamix.com/TDClient/Shared/FileOpen?AttachmentID={DDEC07DD-5C39-40DD-B66D-E6C0BD17B0B2}&ItemID=89218&ItemComponent=26&IsInline=1

 

15)  How do I uninstall the TEST OnBase Desktop Client?

Instructions are located here:

https://mines.teamdynamix.com/TDClient/Shared/FileOpen?AttachmentID={46ED4851-AA4D-42B1-A504-28C4873972CF}&ItemID=89218&ItemComponent=26&IsInline=1

 

16)  How do I install the OnBase Outlook Integration?

You need to determine which bit version of Outlook you are running:

Launch Microsoft Outlook, click "File", click "Office Account", and click "About Outlook". The bit version will be displayed in the top line.

If you are running Outlook 32-bit, refer to the instructions here:

https://mines.teamdynamix.com/TDClient/1946/Portal/Shared/FileOpen?AttachmentID={BE99A409-CE20-4B83-B7C2-4F3461FA4A13}&ItemID=89218&ItemComponent=26

If you are running Outlook 64-bit, refer to the instructions here:

https://mines.teamdynamix.com/TDClient/1946/Portal/Shared/FileOpen?AttachmentID={552DBF9E-87CB-44BF-BD47-C2332450FC12}&ItemID=89218&ItemComponent=26

 

17)  How do Finance Self Service Banner (SSB) users Upload and View documents in OnBase?

Instructions are located here:

https://mines.teamdynamix.com/TDClient/Shared/FileOpen?AttachmentID={80114207-EBB6-450A-A3E6-37CCCFAF0C1E}&ItemID=89218&ItemComponent=26

 

18) How do I know which file types are acceptable for uploading into Onbase?

When importing a file, the "File Type" field will autopopulate based on the file's extension. If no match could be found, this field will remain blank. If this occurs, please convert the file so that it matches one of the accepted file types prior to importing. Not adhering to this will cause issues when users go to view the document.

Details

Article ID: 89218
Created
Sat 10/12/19 4:50 PM
Modified
Wed 11/6/19 12:38 PM

Files (7)