Creating a Guest User Account - Creating a Guest User Account - OnBase - Integration for eCopy ShareScan - OnBase/Integration-for-eCopy-ShareScan/English/Foundation-22.1/Integration-for-eCopy-ShareScan/Configuration/Configuring-OnBase-User-Groups/Rights/End-Users/Creating-a-Guest-User-Account - English - Foundation 22.1

Integration for eCopy ShareScan
Platform
OnBase
Product
Integration for eCopy ShareScan
Release
Foundation 22.1
License
ft:lastPublication
2022-08-18T21:25:53.319000
ft:locale
en-US

If you are configuring an OnBase Connector profile to use a guest OnBase account to authenticate to OnBase, you will need to create and configure the guest user account in the OnBase Configuration module.

Tip:

If your OnBase solution consists of other modules/features that require the use of a guest user's account, it is recommended that you configure separate guest user accounts for each of these modules/features. Each guest account should be granted only the minimum rights and privileges needed for its specific purpose.

The following procedure outlines the necessary steps for creating a guest user account. For comprehensive information on configuring User Groups and user accounts, see the System Administration documentation.

To configure a guest OnBase user account:

  1. Open OnBase Configuration.
  2. Create a Guest User Group.
    This user group should be granted only the minimum rights and privilege needed to upload documents to OnBase from an eCopy ShareScan-enabled MFP (i.e., the Import privilege and rights to any Document Types and scan queues used by the connector profile it is associated with).
  3. Create a Guest User Account.
    This user account should be given a unique name and password that would be difficult for others to guess.
  4. Assign the Guest User Account to the Guest User Group.
  5. Reset the data source cache or recycle the application pool on the OnBase Application Server.
    Once you've created your guest OnBase user account, you must restart IIS, reset the OnBase Application Server's cache, or recycle the server's application pool in order for the configuration changes to take effect.
    CAUTION:

    Using the Reset Cache option in OnBase Configuration or the Reset Server Cache option in OnBase Studio may have a negative impact on system performance. Requests to the Application Server will be forced to wait until the cache is rebuilt before they can be processed. Depending on the size of the OnBase system, as well as the current server load, the performance impact of resetting the cache may be severe. To avoid performance issues, only reset the cache of the Application Server during off-peak hours. For more information about the Reset Cache option in OnBase Configuration, see the System Administration documentation. For more information about the Reset Server Cache option in OnBase Studio, see the Studio documentation.