Configure Anthology Student for Integration with Hyland's OnBase

You can use the information on this page to configure the settings in Anthology Student for the integration between Anthology Student and Hyland's OnBase.

Prerequisites

You must have:

• To manage an advanced features, System - Settings - Advanced Feature – Manage authorization

• To manage a document, Contact Manager - Configuration - Manage authorization

• To add or edit Integrated Document Providers, Contact Manager – Configuration - Integrated Document Providers - Manage authorization.

Enable Integrated Document Providers in Anthology Student

If you want to enable the Integrated Document Providers option to manage the document provider, you must configure the Allow Additional Document Providers Select Yes to enable additional integrated document providers other than Perceptive. If you enable this feature, the Document Integration settings for Campuses in the Contact Manager and Admissions tiles are disabled. Select No if you only want to use the native Contact Manager functionality or use Perceptive under Document Integration settings for Campuses in the Contact Manager & Admissions tiles. setting on the Advanced Feature page. (Select the Settings tile > expand System > select Advanced Features.)

For more information, see Advanced Features.

Configure Values Required to Integrate in Anthology Student

You must specify the value for Document Provider Indicates the document provider. The options are Hyland-Perceptive and Hyland-OnBase. Only a single document provider is enabled per campus. as Hyland-OnBase to integrate Hyland's OnBase with Anthology Student on the Integrated Document Providers page (Select the Configuration tile > expand Contact Manager > select Integrated Document Providers.).

For more information, see Integrated Document Providers.

Associate Documents in Anthology Student

You must associate the documents in Anthology Student.

First, you must ensure that there is a copy of each Anthology Student document in OnBase that will be uploaded for a student.

For more information, see Configure Hyland's OnBase for Integration.

Next, the documents must have an External Identifier External identifier is the document type reference received from the integrated environment (third party). For Hyland's OnBase, it associates the OnBase document type that was created for the Anthology Student document.

You can specify the external identifier for: 

• Individual documents on their Documents page. (Select the Configuration tile > locate Contact Manager > select Documents.)

  For more information, see Documents.

• Multiple documents at once in batch. ( Select the Processes tile > locate System Administration > select Update External Identifier. )

  For more information, see Update External Identifiers for Documents.

Configure API Settings in Anthology Student

You must set up the API Settings on the Integrated Document Providers page (Select the Configuration tile > expand Contact Manager > select Integrated Document Providers.). The settings details must be populated from Hyland OnBase.

Populate the Settings value.

Settings	Description
BaseURL	The base URL is defined by schemes, host, and basePath on the root level of the API specification.
UserName	A sequence of characters that identifies a user as an account holder authorized to perform API operations.
Password	API credentials identify you as an account holder authorized to perform API operations.
ClientID	This is a unique identifier for apps, used across all clients that the authorization server handles.
ClientSecret	Secret known only to the application and the authorization server.
Scope	Scopes define the specific actions applications can be allowed to do on a user's behalf.
ServerURL	URL for environment server.
TokenURL	OAuth authentication flows, which allow the user to share the protected content from the resource server without sharing their credentials.
AuthorityURL	URL to get the authorization code.
KeywordTypeGroupID	Unique identifier in the database for Keyword Type Group configuration.
CacheCookies	Authentication uses cookies for sessions.
RetryAttempts	The default is zero. The action to call on each retry. Retry with the raised exception and execution context.
DisconnectSession	Disconnect session after each use?
License	Proprietary product license.

For more information, see Integrated Document Providers.

Configure Mapping Tables in Anthology Student

You must set up the mappings table in Integrated Document Providers configuration (Select the Configuration tile > expand Contact Manager > select Integrated Document Providers.). The File Type IDs and Keyword type IDs must be populated from Hyland under the General tab.

From Hyland OnBase database mapping IDs, populate the File Type Identifier:

FileTypeIdentifier	FileTypeName	FileTypeSystemName	FileTypeExtensions
2	Image File Format	Image File Format	JPG, PNG, BMP,JPEG, RTF
16	PDF	PDG	PDF
12	MS Word Document	MS Word Document	DOC, DOCX
14	MS Power Point	MS Power Point	PPT, PPTX
13	MS Excel Spreadsheet	MS Excel Spreadsheet	XLS,XLSX

Populate the Keyword- TypeID value for each Keyword defined in the Group for the Anthology Student integration. For more information, see Configure Hyland's OnBase for Integration

Hyland-OnBase Keywords	Hyland-OnBase System Defined Keywords	Keyword-TypeID	DB Reference
StudentID	StudentID		SyStudent.SystudentID
StudentFullName	StudentFullName		SyStudent.FullName
DoctypeCode	DoctypeCode		CmDocType.Code
Module	Module		SyModule.Code
Award Year	Award Year		Cmdocument.AwardYear
ProgramVersionCode	ProgramVersionCode		AdProgramVersion.code
CmDocumentID	CmDocumentID		CmDocument.CmDocumentID
CampusCode	CampusCode		SyCampus.Code
Campus	Campus		SyCampus.Descrip
ProgramVersion	ProgramVersion		AdProgramVersion.Descrip
DocumentStatusCode	DocumentStatusCode		CmDocStatus.Code
DocumentStatus	DocumentStatus		CmDocStatus.Descrip
CmDocStatusID	CmDocStatusID		CmDocStatus.CmDocStatusID
CmDocTypeID	CmDocTypeID		CmDocType.CmDocTypeID
AdEnrollID	AdEnrollID		CmDocument.AdEnrollID
SyModuleID	SyModuleID		CmDocument.SyModuleID
StudentNumber	StudentNumber		SyStudent.StuNum
FileName	FileName		CmDocument.OriginalFileName

Upload Attachment in Anthology Student

When you upload student documents in Hyland's OnBase, the documents are accessible within Anthology Student.

• Documents list (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.). For more information, see Documents.

• Housing Lease page (Select the Students tile > select the name in the Students list > expand Student Services > select the Housing Leases tile > select the Documents tab.). For more information, see Housing Leases - Documents Tab.