OnBase RDS Guide
Usage overview
OnBase is deployed as a published application in Remote Desktop Service (RDS). The experience makes it look as if it is running locally as an application on your desktop computer, but it is running on a remote computer. Due to that certain features will work differently running on a remote computer.
Intended use
This is setup for people working remotely who are experiencing difficulties using the OnBase Unity client due to poor Internet connectivity. Those people who use OnBase regularly in their daily work. For example, Finance form submissions or approvals is not an intended use, accessing these forms in a browser is the recommended approach.
Mac Users with RDS
Because OnBase is on a remote computer when clicking on Documents in Advance.dartmouth.edu, you will not be able to choose OnBase to open the documents. The hyperlink in Advance Documents is actually to the OnBase server. The workaround is to open OnBase through RDS, and in the search button you can find all of the documents you were looking for.
Access RDS
Users must be in the Active Directory group "RDS-OnBase Users" to use RDS. Most Unity Client users have been placed in this group. New users may need to contact Help Desk or their Finance Center to be added to that group.
For Windows PCs:
Go to Dartmouth RDS access in your browser.
You will need to use the Windows VPN to access that link.
For Macs:
First, install the Windows App from the Dartmouth Software Center. Next, go to Dartmouth RDS access in your browser.
Once you sign in, click on the icon for OnBase EP5. This will download a file. With Windows App open, click and drag this file from your Downloads folder to the Windows App. A new connection will show up in the Devices section starting with "cpub-obunity__2...".
You will need to use the Mac VPN when accessing RDS.
Note that following the instructions on the "RDS on a Mac" article will result in a working connection, but this configuration will not allow you to link folders from your Mac to upload documents. If you have already used those instructions but need to link a folder from your Mac, you can leave as-is the items that are installed. Follow the instructions from this article to get the Unity Client file to show up in your Devices section, and use that connection from now on.
Logging out:
When you are done your work be sure to close all documents and log out completely. This closes the OnBase and Remote Desktop session freeing the system up for others.
RDS usage differences:
Document Import on a Windows computer:
- Drag and drop of files to the Unity import screen does not work. To import a document, use file browsing to get to the file.
- Recommended - Create a folder on your PC C:\OnBase_Imports
- Click Browse to open Windows Explorer on the server
- Go to “This PC” – Server is the PC
- Your C:\ drive will be listed as C:\(Your Computer name)
- Go to C:\OnBase_Imports to find your documents
- If you do not create the c:\OnBase_Imports folder you can also browse the folders to find your documents.
On your Computer: Step 1
On the remote OnBase session: Remaining steps
Document import on a Mac:
Using Windows App, you can give the RDS connection access to folders on your machine.
Start by right-clicking on the RDS connection under Devices in Windows App. A menu will open and one of the options will be Configure.
Click on Configure and you will get a small window.
Go to the Folders tab. To add a folder, click on the + button at the bottom left of the section.
You will be able to choose a folder from your computer. Folks from departments that use OneDrive often select their OneDrive folder.
Be sure to hit Save after choosing a folder. After you have saved your folder, completely close out of Windows App by using command-Q or the menu at the top left of your screen, and re-open it to refresh your connection.
The next time you open the RDS connection, your folder will now appear in the File Explorer under This PC when you open the Browse option in the Import dialog as "[Folder Name] on [your Mac's serial number]".
Printing to OnBase:
The Hyland Virtual Printer does not work for RDS. If something needs to get printed, print to a PDF and import the document.