integrating with outlook - computer si...• new onbase toolbar options –(reporting) dashboards...
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Integrating with OutlookMark Antonacci, Computer SIColleen Alber, Hyland Software
Integration for Microsoft OutlookIntegration for
Microsoft Outlook
Bring OnBase to the inbox.
Drag & drop to folderIMPORT email & attachments
WORKFLOW ad‐hoc tasks
SEARCH text or keywords
Outlook is the OnBase client interface.
V4th
OnBase Client Web Client Unity Client
OnBase functionality that doesn’t require these OnBase clients!
User worksin Outlook.
Custom Queries
File Cabinets
Retrieval
Envelopes
Import
Workflow
Forms
Reading Groups
Dashboards
Scan Queue
Outlook functionality
OnBase functionality
Who benefits?
• Decision makers• Approvers• Requesters• Researchers• Casual Users• ‘Form filler outers’• C‐levels
#CommunityLIVE
Live demo!
OnBase 18
Outlook 2016&
Outlook Integration has about 80% of Unity Client features.
Complementary Modules• Workflow / Forms• Full‐Text Search• EDM Services• Signatures• Collaboration• Document Composition• Document Imaging• Document Knowledge Transfer & Compliance• Reporting Dashboards
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Questions
Make it happen!Prerequisites and Administration
SOFTWARE PREREQUISITES
• Microsoft Outlook (2010, 2013 or 2016) desktop install– Support for Outlook 2019 available with OnBase 18 sp1!
* Includes Office 365 (windows desktop version)!• Microsoft .NET Framework 4.6 • Microsoft Visual Studio Tools for 2010 for the
Microsoft Office system (VSTO)
Requirements can be obtained from theMicrosoft Download Center at http://www.microsoft.com/downloads
ADMINISTRATION
• Application Server: Centrally manage Database (ODBC), Disk Group access, Execution of logic
• Deployment Methods: ClickOnce (single‐click user install) or MSI (Hyland Office 20XX integration)
• Authentication: OnBase, AD, ADFS, NT or LDAP• OnBase Cloud – YES!• Virtualization – YES!• Identity Provider Service – YES!
New StuffOnBase 16, 17 & 18
OnBase 16
Integration for Microsoft Outlook
New ‘OnBase’ ribbon features!
New!
…Document Knowledge Transfer and Compliance!
Integration for Microsoft Outlook
New ‘Message’ ribbon features!
New!…Document Imaging!
OnBase 17
‘Attach from OnBase’supports Advanced Mail features
Default/TIFF FormatUnencrypted PDFEncrypted PDFNative Format
Integration for Outlook
New!
Email document display options
Close OnBase viewer when MSG opens in OutlookDisplay email as an image
MSG and EML…with ability to toggle display in native format!
Unity Client
New!
Email document display options
OnBase 18
What’s New in OnBase 18
• NEW OnBase toolbar options– (Reporting) Dashboards – Folder Configuration
• Send to Scan Queue, from drag/drop• Exclude Embedded Attachments, with new
configuration options• Run Folder Configuration, on existing folder of emails
NOTE: With OnBase 18, Outlook 2007 is no longer supported AND OnBase 18 will be the last version to support Outlook 2010
OnBase 17
OnBase 18
Integration for Outlook
Reporting Dashboards
Folder Configuration
Send to Scan Queue
Drag/drop import can send to imaging
‐ Send Message‐ Send Attachment
Configured at folder level
Integration for Outlook
New!
Exclude Embedded Attachments
Ignores embedded attachments, like signatures, company logosConfigured at folder level or Ad‐hoc import
Integration for Outlook
New!
Run Folder Import
Execute auto‐importon folder of existing emailsConfigure folder Right‐click to initiate
Integration for Outlook
New!
File menu | OnBase
Other enhancements of interest
• NEW Workflow rules & actions for email– Rule: Attachment exists– Actions: Create document from email, Create document from attachment, Remove attachments from email, Set property from email metadata
• NEW Full‐Text Search can search MSG & EML including embedded attachments!!
• Support for Office 2019 with OnBase 18 sp1
2003Initial Release
2010 Unity Platform
2012Features DOUBLE
2016Batch Scan & Index, DKTC
2018Reporting Dashboards & more!
FutureOffice Online (O365)
“With OnBase 12 and the newly released OnBase 13, deep integration with Outlookis a capability.
Nearly 80% of OnBase functionality can be surfaced through Outlook.”
Gartner, Sept 2013
The Primary Clients:
Customer Organizations
Integration for Microsoft Outlook
Integration for Outlook: License Update
• Effective October 1, 2017
• ONE license for ALL Outlook versions supported in OnBase, at a list price of $10,000
• For example, in OnBase 17, we support Microsoft Outlook 2007, 2010, 2013 & 2016
Outlook is the OnBase client interface.
V4th
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One license
Integration “hat trick”
Outlook client
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Thank youMark Antonacci Colleen Alber
Document Retrieval
Upload email & attachments
Drag & drop to folder
OnBase Search
Ad‐hoc Task in Message
Attach from OnBase
My Reading Groups
User Options