Hyland for Workday accesses OnBase through Content Federation Services (CFS). Before you configure Hyland for Workday, complete the following tasks. Perform the steps for each task in the Content Federation Services - OnBase documentation.
To prepare OnBase for use through CFS:
- Verify the CFS component, OnBase, licensing, identity, and security requirements. See the Requirements chapter in the Content Federation Services - OnBase documentation.
- Register and configure the CF Broker and CFS Consumer API. See the Registering an Application for the CF Broker and Registering the CFS Consumer API in the Content Innovation Cloud chapters in the Content Federation Services - OnBase documentation.
-
Add a system integration for the OnBase repository. See the Adding a
System Integration chapter in the Content Federation Services -
OnBase documentation.
Note: Record the System Integration ID. When creating the OnBase content platform instance in Hyland for Workday, enter this value in the CFS System Integration ID field.
- Configure the CFS connection. See the Configuring a New Connection chapter in the Content Federation Services - OnBase documentation.
- Install and configure the CF Broker. See the Installing the CF Broker and Configuring the CF Broker chapters in the Content Federation Services - OnBase documentation.
- Install the CF OnBase Plugin. See the Installing the CF OnBase Plugin chapter in the Content Federation Services - OnBase documentation.
- Configure the CF OnBase Plugin. See the Configuring the CF OnBase Plugin chapter in the Content Federation Services - OnBase documentation.
- Coordinate communication between the CF Broker and CF OnBase Plugin. See the Coordinating the CF Broker and CF OnBase Plugin chapters in the Content Federation Services - OnBase documentation.
- Configure the required OnBase predefined queries for use through CFS. See the Whitelisting Predefined Queries and Predefined Query Compatibility chapters in the Content Federation Services - OnBase documentation.