WebFeatureMatrix1200.pdf

Web Feature Matrix

Version 12

COPYRIGHTInformation in this document is subject to change without notice. The OnBase® Information Management System software described in this document is furnished only under a separate license agreement and may be used or copied only according to the terms of such agreement. It is against the law to copy the software except as specifically allowed in the license agreement, or without the expressed written consent of Hyland Software, Inc. If Hyland Software, Inc. and you have entered into a nondisclosure agreement, then this document or accompanying materials provided by Hyland Software, Inc. contains certain information which is confidential information of Hyland Software, Inc. and which may be used or copied only according to the terms of such nondisclosure agreement. All data, names, and formats used in this document’s examples are fictitious unless noted otherwise. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Hyland Software, Inc.©2012 Hyland Software, Inc. All rights reserved.Depending on the modules licensed, The OnBase® Information Management System software may contain portions of: Imaging technology, Copyright © Snowbound Software Corporation; CD-R technology, Copyright © Sonic Solutions; CD-R technology, Copyright © Rimage Corporation; OCR technology, Copyright © Nuance Corporation; Mail interface technology, Copyright © Intuitive Data Solutions; Electronic signature technology, Copyright © Silanis Technology, Inc.; Full text search technology, Office core assembly, ASP.NET extensions, application blocks, smart client architecture, Object Builder, and WPF controls, Copyright © Microsoft Corporation; Full Text Indexing technology, Copyright © Verity, Inc.; SYBASE Adaptive Server Anywhere Desktop Runtime, Copyright © SYBASE, Inc., portions Copyright © Rational Systems, Inc.; ISIS technology, Copyright © EMC Corporation; JLex technology, Copyright © 1996-2003 by Elliot Joel Berk and C. Scott Ananian; A2iA CheckReader, Copyright © A2iA; Terminal emulation technology, Copyright © Attachmate; User interface controls, Copyright © Infragistics; Terminal emulation technology, Copyright © NetManage; CAD document technology, Copyright © Open Text Corporation; ISIS scanning interface, Copyright © Pegasus Imaging Corporation; CD/DVD burner technology, Copyright © Prassi Software Incorporated; Code obfuscation technology, Copyright © PreEmptive Solutions; Icon library, Copyright © Professional Icons; OSA dlls, Copyright © Sharp Electronics Corp.; JAVA components, Copyright © Sun Microsystems; Signature pad technology, Copyright © Topaz Systems Incorporated; and User interface tools, Copyright © Xceed Software, Incorporated.Portions of the OnBase® software modules may be covered by one or more of the following U.S. Patents: 7,644,091 and 7,765,271. Portions contained within OnBase® are licensed by U.S. Patent Nos. 6,094,505; 5,768,416; 5,625,465 and 5,258,855.

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Attribute Detail

Document Name Web Feature Matrix

Department/Group Documentation

Revision Number 12

Part Number WFMRM-12- -OB

©2012 Hyland Software, Inc.ii

Table of ContentsWeb Feature Matrix

WEB FEATURE MATRIX

Client Overview ...............................................................................................1Categories of Features.....................................................................................1Search & Retrieval ...........................................................................................3Document Select List .......................................................................................6Viewer—Standard—Image Document.............................................................10Viewer—Text Document Specific....................................................................19Viewer—PCL Document Specific.....................................................................21Viewer—AFP/RSS Document Specific.............................................................22Viewer—OLE Document Specific.....................................................................22Viewer—HTML/E-Form Document Specific.....................................................24Viewer—Import/Scan/Index .........................................................................26Print Options .................................................................................................28Content Management.....................................................................................29StatusView ....................................................................................................33User Options..................................................................................................35Administration...............................................................................................36Module-Specific Interface Access ..................................................................37

©2012 Hyland Software, Inc.iii

Table of Contents Web Feature Matrix

©2012 Hyland Software, Inc.iv

WEB FEATURE MATRIX

Client OverviewThe Web Feature Matrix lists options and features available through the Web Server, and it shows which Web Client types support each feature. The Web Server offers the following Web Client types:

• ActiveX Web Client• HTML Web Client (enhanced mode), which uses minimal ActiveX controls• HTML Web Client (standard mode), which uses no ActiveX controls and is supported

across multiple platforms• Java Web Client, which also uses no ActiveX controls and is supported across

multiple platforms

For more information about each Web Client type, see the Web Client Types topic in the Exposure chapter of the Web Server module reference guide.

The Web Feature Matrix also lists the options and features that are available in the Unity Client. The OnBase Unity Client is a next-generation OnBase client that communicates with the Application Server. Unlike the Web Server’s applications, the Unity Client does not use the Web Server’s virtual directory. Instead, it can be deployed to client workstations using Microsoft’s ClickOnce technology or the Hyland Unity Client installer (MSI). Using ClickOnce, the Unity Client can be deployed from a Web site or a network share.

Categories of FeaturesFeatures are broken down into the following categories. If you are viewing this document as a PDF, click a category to quickly navigate to it.

• Search & Retrieval on page 3• Document Select List on page 6• Viewer—Standard—Image Document on page 10• Viewer—Text Document Specific on page 19• Viewer—PCL Document Specific on page 21• Viewer—AFP/RSS Document Specific on page 22• Viewer—OLE Document Specific on page 22• Viewer—HTML/E-Form Document Specific on page 24• Viewer—Import/Scan/Index on page 26• Print Options on page 28• Content Management on page 29• StatusView on page 33• User Options on page 35• Administration on page 36• Module-Specific Interface Access on page 37

©2012 Hyland Software, Inc.1

Web

Fea

ture

Mat

rix

Web Feature Matrix OnBase 12


Web Feature M

atrix

On Web Feature Matrix

Sorted.

S

XN

ent: d

HTML)

Java Web Client

Unity Client

CvF

A N/A N/A

K N/A X

KQc

N/A X

KS

X X

KADN

X X

K>

X X

Kap

X X

KS

N/A X

Base 12


earch & RetrievalThe following table lists document search and retrieval features and where they are supp

earch & Retrieval

= Feature is Available/Supported/A = Feature is Not Available

ActiveX Web Client

HTML Web Client: Enhanced

(Minimal ActiveX)

HTML Web CliStandar

(100%

ustom Viewer Support—Configured custom iewers using OBXFileSvc120.ocx, the OnBase ile Service ActiveX control.

X X N/

eyword Panel Search: Cascading Data Sets X X X

eyword Panel Search: Combined AND / OR / TO ueries —“TO” used for numerics, dates, and urrency

X X X

eyword Panel Search: Drop-down Keyword Data ets

X X X

eyword Panel Search: Keyword Types—lphanumeric, Alpha Single Table, Currency, ate, Date/Time, Floating Point, Numeric 9, umeric 20, and Specific Currency.

X X X

eyword Panel Search: Query Operators (<, <=, , >=)

X X X

eyword Panel Search: Repeat Keywords—using dditional instances of Keywords Types by ressing F6

X X X

eyword Panel Search: Required Keyword ettings

X X X

Web

Fea

ture

Mat

rix

W OnBase 12

R X X

R X X

R X X

RT

X N/A

RKIn

X X

Sc

N/A N/A

S N/A X

S X X

S N/A X

SS

N/A X

SS

A N/A X

SR

N/A N/A

S N/A N/A

S

XN

ent: d

HTML)

Java Web Client

Unity Client

eb Feature Matrix


etrieve: Date Range X X X

etrieve: Document Type X X X

etrieve: Document Type Group X X X

etrieve: Double-click to select all Document ypes in the selected Document Type Group

X X X

etrieve: Keywords—Support for standard eyword Types, Keyword Type Groups, and Multi-stance Keyword Type Groups.

X X X

earch: Button Disablement—Until search is omplete.

X X X

earch: Configurable Date Search Default Format X X X

earch: Custom Query Retrievals X X X

earch: External Text Search X X X

earch: External Text Search Options—Case ensitive

X X X

earch: External Text Search Options—Column earch

N/A N/A N/

earch: External Text Search Options—Create eport (advanced external text search reports)

X X X

earch: External Text Search Options—Find First X X X

earch & Retrieval


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


SF

N/A X

S N/A X

S N/A X

SW

N/A N/A

SS

N/A X

SDa

N/A X

SO

N/A N/A

Sn

N/A N/A

Sn

N/A X

Ss

N/A X

S N/A X

S N/A X

S N/A X

S

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


earch: External Text Search Options—ormatted Number

X X X

earch: External Text Search Options—Number X X X

earch: External Text Search Options—Text X X X

earch: External Text Search Options—Whole ord Match

X X X

earch: External Text Search Options—Wild Card earch

X X X

earch: External Text Search—Display a “No ocuments Found” message when no documents re found.

X X X

earch: External Text Search—Of non-default CRed text renditions

X X X

earch: External Text Search—Open result in ew window

X X X

earch: External Text Search—Searching of otes/annotations

X X X

earch: Recent Query History—From current ession

X X X

earch: Retrieve by Document Handle X X X

earch: Server-side Full-Text Search X X X

earch: Unrestricted Query Warning Settings X X X

earch & Retrieval


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

Ds list and other document select lists.

D

XN

ent: d

HTML)

Java Web Client

Unity Clienta

M A N/A X

M A N/A X

Md

N/A X

M N/A N/A

M N/A X

M N/A X

M

(

A N/A X

M N/A X

M N/A N/A

M X X

M

(

A N/A N/A

M

(

A N/A N/A

eb Feature Matrix


ocument Select ListThe following table lists features and options available from the Document Search Result

ocument Select List


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

enu: Briefcase | Add to Briefcase X X N/

enu: Briefcase | Check Out Document X X N/

enu: Check Out—When EDM Briefcase is isabled

X X X

enu: Collaboration | Add to Workspace X X X

enu: Collaboration | Create New Discussion X X X

enu: Collaboration | View All Posts X X X

enu: Create Form Letter

Available in Unity as Compose Document)

X X N/

enu: Create List Report X X X

enu: Data Mining X X X

enu: Delete Document X X X

enu: Digital Signatures | Sign Document

certificate-based signatures)

X N/A N/

enu: Digital Signatures | Verify Document


X N/A N/

Web Feature M

atrix


M

(

A N/A N/A

M N/A N/A

M X X

M A N/A X

M N/A X

MD

N/A N/A

Mfr

N/A N/A

M N/A N/A

M N/A N/A

Mra

X X

MG

(

N/A X

MN

N/A X

M X X

D

XN

ent: d

HTML)

Java Web Client

Unity Clienta

Base 12


enu: Digital Signatures | View Signatures


X N/A N/

enu: Display Disposition Status X X X

enu: Document History X X X

enu: Document History—Filter Items X N/A N/

enu: Document Properties X X X

enu: Document Retention | Exclude from ocument Retention

X X X

enu: Document Retention | Remove Exclusion om Document Retention

X X X

enu: Document Retention | Re-Index X X X

enu: Document Retention | Delete X X X

enu: Keywords—view/edit/add— Supports ead-only Keyword values that are locked by nother user

X X X

enu: Knowledge Transfer | Add to Reading roup

Available in Unity as Send To | Reading Group)

X X X

enu: Notes—Add/view/edit/delete—Opens otes pane or dialog box

X X X

enu: Open in New Window X X X

ocument Select List


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

MP

A N/A X

M N/A X

M N/A X

M N/A X

M A N/A X

M

[L

N/A X

M A N/A X

M N/A X

M N/A N/A

Mn

N/A X

M N/A N/A

M N/A X

M A N/A X

M A N/A X

Mth

N/A N/A

D

XN

ent: d

HTML)

Java Web Client

Unity Clienta

eb Feature Matrix


enu: Print—Opens Print pane or dialog box (see rint section for specific features)

X X N/

enu: Properties X X X

enu: Re-Index X X X

enu: Revisions/Renditions X X X

enu: Ribbon N/A N/A N/

enu: Send To | Create DocPop Link

Available in Unity as Send To | Mail Recipient (as ink)]

X X X

enu: Send To | Create New Document X N/A N/

enu: Send To | Envelope X X X

enu: Send To | File—Advanced Options X X X

enu: Send To | File—Save file to local drive as ative format, PDF, Text, or TIFF

X X X

enu: Send To | Folder X X X

enu: Send To | Internal User (Internal Mail) X X X

enu: Send To | Mail Recipient (External Mail) X N/A N/

enu: Task Pane N/A N/A N/

enu: View Thumbnails (Preview documents in e Thumbnail Hit List Viewer)

X X X

ocument Select List


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


M N/A X

M N/A X

M A X X

O A N/A N/A

O N/A N/A

OL

A N/A N/A

P N/A X

S A N/A X

S N/A N/A

SD

N/A X

Sc

N/A X

a. fcase. The Unity Client also uses a type of pe es module reference guides for more infor-m

D

XN

ent: d

HTML)

Java Web Client

Unity Clienta

Base 12


enu: Workflow | Execute Workflow X X X

enu: Workflow | Open Workflow X X X

enu: Workflow | Workflow Queues X N/A N/

ptions: Results Per Page Settings X N/A N/

ptions: Show Previous/Next Results X X X

ptions: Toolbar Buttons—No Text/Show Text abels

X N/A N/

rinting: Send documents to server print queues X X X

elect List: Grouping and sorting N/A N/A N/

elect List: Large Query Results Sets Handler X X X

elect List: Respects Formatting Tags in ocument Auto-Names

X X X

elect List: Select Multiple Documents—Shift-lick and Ctrl-click

X X X

The Unity Client supports adding documents to the Unity Briefcase rather than the EDM Briersistent checkout that is not available in other clients. See the Unity Briefcase and EDM Servication.

ocument Select List


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

Vfeatures are usually available for image t. Some features don’t apply to other file

V

XN

ent: d

HTML)

Java Web Client

Unity Client

ABG

A N/A N/A

Da

A N/A X

D A N/A X

M A N/A X

M A N/A X

M N/A N/A

M N/A X

M N/A X

M A N/A X

M N/A X

M

(

N/A N/A

eb Feature Matrix


iewer—Standard—Image DocumentThe following table lists features and options available from the document viewer. These documents, and they may also be available for file types described later in this documentypes.

iewer—Standard—Image Document


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

utomatically Adds the Web Server to Pop-Up locker Whitelists—For Internet Explorer and oogle Toolbar pop-up blockers

X X N/

ocument Information Panel - Keywords, Notes, nd Cross-References

N/A N/A N/

ocument Separation N/A N/A N/

enu: Briefcase | Add to Briefcase X N/A N/

enu: Briefcase | Check Out Document X N/A N/

enu: Collaboration | Add to Workspace X X X

enu: Collaboration | Create New Discussion X X X

enu: Collaboration | View All Posts X X X

enu: Cross-References X N/A N/

enu: Delete Document X X X

enu: Digital Signatures | Sign Document


X X X

Web Feature M

atrix


M

(

N/A N/A

M

(

N/A N/A

M A N/A N/A

M A N/A N/A

M N/A N/A

M X X

M A N/A X

M N/A X

Mou

X X

MG

N/A X

M A X X

M X X

M A X X

M A X X

M A X X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


enu: Digital Signatures | Verify Document


X X X

enu: Digital Signatures | View Signatures


X X X

enu: Display | Normal X N/A N/

enu: Display | Scale to Gray X N/A N/

enu: Display Disposition Status X X X

enu: Document History X X X

enu: Document History—Filter Items X N/A N/

enu: Document Properties X X X

enu: Keywords—View/edit/add—Supports read-nly Keyword values that are locked by another ser

X X X

enu: Knowledge Transfer | Add To Reading roup

X X X

enu: Navigate | First Page X N/A N/

enu: Navigate | Go To Page X X X

enu: Navigate | Last Page X N/A N/

enu: Navigate | Next Page X N/A N/

enu: Navigate | Previous Page X N/A N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

M N/A X

M N/A X

M N/A X

M N/A X

M N/A X

M A X X

M A X X

M A X N/A

M A X X

M A X X

M A X X

M N/A X

M

(

A N/A X

M N/A X

M A N/A X

M A N/A X

M A X X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

eb Feature Matrix


enu: Next Document X X X

enu: Notes | Add Note X X X

enu: Notes | View Notes X X X

enu: Previous Document X X X

enu: Print X X X

enu: Process | Flip Horizontally X N/A N/

enu: Process | Flip Vertically X N/A N/

enu: Process | Invert X N/A N/

enu: Process | Rotate Left X N/A N/

enu: Process | Rotate Right X N/A N/

enu: Process | Save Rotation X N/A N/

enu: Re-Index X X X

enu: Re-Index | Split

Document Separation)

N/A N/A N/

enu: Revisions/Renditions X X X

enu: Save Markups | In Black and White X N/A N/

enu: Save Markups | In Color X N/A N/

enu: Scale | Actual Size X N/A N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


M A N/A N/A

M A X X

M A X X

M A X X

M A X X

M A N/A N/A

M

[L

N/A X

M N/A N/A

M A N/A X

M N/A X

M N/A N/A

Mn

X X

M N/A X

MS(b

A N/A X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


enu: Scale | Fit Height X N/A N/

enu: Scale | Fit in Window X N/A N/

enu: Scale | Fit Width X N/A N/

enu: Scale | Zoom In X N/A N/

enu: Scale | Zoom Out X N/A N/

enu: Send To | Clipboard X N/A N/

enu: Send To | Create DocPop Link

Available in Unity as Send To | Mail Recipient (as ink)]

X X X

enu: Send To | Create DocPop Link to Page X X X

enu: Send To | Create New Document X N/A N/

enu: Send To | Envelope X X X

enu: Send To | File—Advanced Options X X X

enu: Send To | File—Save file to local drive as ative format, PDF, Text, or TIFF

X X X

enu: Send To | Internal User (Internal Mail) X X X

enu: Send To | Mail Recipient (External Mail)—upports client-side Outlook and GroupWise MAPI 1.1 compliant) and respective address ook integration.

X N/A N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

M N/A X

M A N/A X

M A N/A X

M A N/A X

M A N/A N/A

M A N/A X

M A N/A X

M N/A X

M N/A X

M A X X

M N/A X

M N/A X

M N/A X

NT

X X

P N/A X

S X X

S N/A X

T A N/A X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

eb Feature Matrix


enu: Show Folder Locations X X X

enu: Toolbars | Annotations X N/A N/

enu: Toolbars | Notes X N/A N/

enu: Toolbars | Pages (Page Thumbnails) X N/A N/

enu: Toolbars | Viewer Control X N/A N/

enu: Topaz | Capture from Signature Pad X N/A N/

enu: Topaz | Save Signatures X N/A N/

enu: Workflow | Execute Workflow X X X

enu: Workflow | Open Workflow X X X

enu: Workflow | Workflow Queues X N/A N/

enu: Workflow System Tasks X X X

enu: WorkView | Create Object X X X

enu: WorkView | Execute Filter X X X

otes: User Group Rights Checking for Note ypes

X X X

rinting: Send documents to server print queues X X X

tatus Bar—Displays note/annotation count X X X

tatus Bar—Displays page count X X X

humbnails: Auto-Hide X N/A N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


T A N/A X

T A N/A N/A

T A N/A N/A

T A N/A N/A

T A X X

T A N/A N/A

T A N/A X

T X X

T A N/A X

T X X

T X X

T X X

T A N/A N/A

TZ

A N/A N/A

TZ

A N/A N/A

T A N/A N/A

T A N/A N/A

V

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


humbnails: Copy pages across viewer windows X N/A N/

humbnails: Toolbars | Annotations X N/A N/

humbnails: Toolbars | Notes X N/A N/

humbnails: Toolbars | Pages X N/A N/

oolbar: Add Note X N/A N/

oolbar: Auto-Hide X N/A N/

oolbar: Cross-References N/A N/A N/

oolbar: First Page X X X

oolbar: Go to Page X N/A N/

oolbar: Last Page X X X

oolbar: Next Document X X X

oolbar: Next Page X X X

oolbar: Options—Enable Thumbnail Zoom X N/A N/

oolbar: Options—Enable Thumbnail Zoom—oom Height

X N/A N/

oolbar: Options—Enable Thumbnail Zoom—oom Width

X N/A N/

oolbar: Options—Maximum Thumbnail Height X N/A N/

oolbar: Options—Maximum Thumbnail Width X N/A N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

TA

A N/A X

TA

A N/A X

T X X

T X X

T X X

T X X

T X X

T A N/A X

T A X X

T A N/A N/A

Td

N/A N/A

T A X N/A

T A N/A N/A

T A N/A X

T X X

T X X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

eb Feature Matrix


oolbar: Options—Show Note Icons and nnotations When Open

X N/A N/

oolbar: Options—Always Show Note Icons and nnotations

X N/A N/

oolbar: Overlay X X X

oolbar: Previous Document X X X

oolbar: Previous Page X X X

oolbar: Print X X X

oolbar: Rotate Clockwise/Counterclockwise X X X

oolbar: Save Redactions X N/A N/

oolbar: Save to File X N/A N/

oolbar: Scale to Gray X N/A N/

oolbar: Show Alternate Rendition—For ocuments that allow multiple renditions.

X X X

oolbar: Toggle Annotation X N/A N/

oolbar: Toggle Redaction X N/A N/

oolbar: View Notes X N/A N/

oolbar: Zoom In X X X

oolbar: Zoom Out X X X



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


T X X

T7

A X X

T A N/A N/A

T X X

T X X

T A X X

V X X

V A X X

V A N/A X

Vmim

A N/A N/A

V X X

V X X

V X X

V A N/A N/A

V A X X

V A N/A X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


oolbar: Zoom—Actual Size X X X

oolbar: Zoom—By Percentage—25%, 50%, 5%, 100%, 200%

X N/A N/

oolbar: Zoom—Fit Height X N/A N/

oolbar: Zoom—Fit in Window X X X

oolbar: Zoom—Fit Width X X X

oolbar: Zoom—True Size X N/A N/

iewer: Actual Size X X X

iewer: Annotations—View/create/edit/delete X N/A N/

iewer: Auto-Display Keywords X N/A N/

iewer: Auto-Scroll (scrolling by resting the ouse pointer near the corner or edge of an age)

X N/A N/

iewer: Color Overlays X X X

iewer: Display Multi-Page Overlays X X X

iewer: Double-Click for Cross-References X X X

iewer: Highlights—Always on display status X N/A N/

iewer: Highlights—Create/view/edit/delete X N/A N/

iewer: Highlights—View as note tab X N/A N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

V A N/A X

V X X

V X X

V X X

V X N/A

VP

A X X

V X X

Vb

X X

V X X

Vn

X X

V X X

V X X

Vp

X X

V N/A X

V N/A X

V N/A X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

eb Feature Matrix


iewer: Multiple Page Thumbnails X N/A N/

iewer: Notes—Auto-save on note text changes X X X

iewer: Notes—Color attribute in note’s title bar X X X

iewer: Notes—Create/view/edit/delete X X X

iewer: Notes—"Hide Window" note attribute X X X

iewer: Notes—Right-click options (Delete Note, rivacy Options, Unobstruct)

X N/A N/

iewer: Notes—Show notes on all pages X X X

iewer: Notes—Support for auto-opening notes y type

X X X

iewer: Notes—Title bar displays creation time X X X

iewer: Notes—Title bar displays creator’s user ame

X X X

iewer: Overlay Cross-References X X X

iewer: Overlay Revisions X X X

iewer: Overlay—Use configuration settings on a er-Document-Type basis

X X X

iewer: Panning X X X

iewer: Renditions—When renditionable X X X

iewer: Revisions—When revisable X X X



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


Vmat.

V A N/A X

VT

A N/A N/A

VT

A N/A N/A

V A N/A N/A

V

XN

ent: d

HTML)

Java Web Client

Unity Client

V

XN

ent: d

HTML)

Java Web Client

Unity Client

M N/A N/A

Ta

N/A X

T N/A X

T N/A X

TS

A N/A X

Base 12


iewer—Text Document SpecificThe following table lists features and options specific to documents with a text report for

iewer: Rubber Band Zoom X N/A N/

iewer: Select Area (CTRL-left-click-drag) Send o | Clipboard

X N/A N/

iewer: Select Area (CTRL-left-click-drag) Send o | Printer

X N/A N/

iewer: Text Locking X N/A N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

iewer—Text Document Specific


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

enu: Data Mining X X X

oolbar: Internal Text Search—Enter lphanumeric search string

X X X

oolbar: Internal Text Search—Find Next X X X

oolbar: Internal Text Search—Find Previous X X X

oolbar: Internal Text Search Options—Case ensitive

X N/A N/

Web

Fea

ture

Mat

rix

W OnBase 12

TIn

A N/A X

TS

N/A X

TC

N/A X

TF

A N/A X

T A N/A X

TC

N/A X

TS

A N/A X

T A N/A X

TW

A N/A X

TS

A N/A X

VV

X X

V X N/A

V

XN

ent: d

HTML)

Java Web Client

Unity Client

eb Feature Matrix


oolbar: Internal Text Search Options—Column dex (select option)

X N/A N/

oolbar: Internal Text Search Options—Column earch

X X X

oolbar: Internal Text Search Options—End olumn

X X X

oolbar: Internal Text Search Options—ormatted Number

X N/A N/

oolbar: Internal Text Search Options—Number X N/A N/

oolbar: Internal Text Search Options—Start olumn

X X X

oolbar: Internal Text Search Options—Start earch on Current Page

X N/A N/

oolbar: Internal Text Search Options—Text X N/A N/

oolbar: Internal Text Search Options—Whole ord Match

X N/A N/

oolbar: Internal Text Search Options—Wild Card earch

X N/A N/

iewer: Creation of Page References upon iewing

X X X

iewer: Cross-References by Clicked Text Search X X X



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


V

VV

X X

V X X

V X N/A

V X N/A

V

XN

ent: d

HTML)

Java Web Client

Unity Client

V

XN

ent: d

HTML)

Java Web Client

Unity Client

T A N/A X

Vt

X X

V X X

V X X

V X X

Base 12


iewer—PCL Document SpecificThe following table lists features and options specific to documents with PCL formats.

iewer: Page References by Common Keyword alue

X X X

iewer: Page References X X X

iewer: Toggle Image Overlays—Landscape X X X

iewer: Toggle Image Overlays—Portrait X X X



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

iewer—PCL Document Specific


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

oolbar: Text Search X N/A N/

iewer: Double-Click Cross-References (PCL o...)

X X X

iewer: Overlay Support X X X

iewer: Positionable Note Bitmaps X X X

iewer: Viewing Documents X X X

Web

Fea

ture

Mat

rix

W OnBase 12

Vmats.

V

V

XN

ent: d

HTML)

Java Web Client

Unity Client

T A N/A X

Vto

N/A X

V N/A X

V N/A X

VVb

N/A N/A

V N/A X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

M N/A X

eb Feature Matrix


iewer—AFP/RSS Document SpecificThe following table lists features and options specific to documents with AFP and RSS for

iewer—OLE Document SpecificThe following table lists features and options specific to OLE documents.

iewer—AFP/RSS Document Specific


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

oolbar: Text Search X N/A N/

iewer: Double-Click Cross-References (AFP/RSS ...)

X X X

iewer: Overlay Support X X X

iewer: Positionable Note Bitmaps X X X

iewer: Support for Compatible DJDE File iewing—Requires DJDE file compatibility testing y Hyland

X X X


iewer—OLE Document Specific


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

enu: Document | Cross-References X X X

Web Feature M

atrix


Unity Workflow interface. See the Workflow

M N/A X

M N/A X

M N/A X

M N/A X

M N/A X

M N/A X

M N/A X

M N/A X

M N/A Xa

Md

N/A X

M N/A X

M N/A X

T N/A X

T N/A X

V N/A X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


a. The Unity Client allows users to execute Workflow tasks when viewing items outside the fullmodule reference guide for more information.

enu: Document | History X X X

enu: Document | Print X X X

enu: Document | Properties X X X

enu: Document | Revisions / Renditions X X X

enu: Edit | Keywords X X X

enu: Edit | Notes X X X

enu: Edit | Re-Index X X X

enu: Process | Workflow | Execute Workflow X X X

enu: Process | Workflow | Open Workflow X X X

enu: Process | Workflow System Tasks | Add ocument to life cycle

X X X

enu: Process | WorkView | Create Object X X X

enu: Process | WorkView | Execute Filter X X X

oolbar: Status Bar—Displays note count X X X

oolbar: Status Bar—Displays revision count X X X


iewer—OLE Document Specific


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

V

V

XN

ent: d

HTML)

Java Web Client

Unity Client

EcYre

N/A X

E X X

E N/A X

E X X

EA

X X

V X X

V N/A X

Vu

N/A N/A

V N/A N/A

V X X

VS

X X

eb Feature Matrix


iewer—HTML/E-Form Document SpecificThe following table lists features and options specific to HTML and E-Form documents.

iewer—HTML/E-Form Document Specific


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

-Forms: Create Form with Buttons—rossreference, keyset, KS###, expandKS###, es, Save, xrefitemnum, autosave, CQ###, set

X X X

-Forms: Create New Form X X X

-Forms: Create Unity Form X X X

-Forms: Create Virtual E-Form X X X

-Forms: List of Available E-Forms in lphabetical Order

X X X

iewer: Edit and Resubmit E-Forms X X X

iewer: E-Forms—Execute cross-references X X X

iewer: E-Forms—Execute cross-references sing xrefitemnum button

X X X

iewer: E-Forms—Execute Custom Query links X X X

iewer: E-Forms—Execute OBBtn_SaveNoClose X X X

iewer: E-Forms—Trigger AutoFill Keyword ets—Using ExpandKS button

X X X

Web Feature M

atrix


Vbc

N/A X

Vooo

X X

Vpoooo

X X

V N/A N/A

V X X

V N/A X

V

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


iewer: E-Forms—Update all input types—text ox, radio button, scrolling text box, drop-down, heck box, push buttons

X X X

iewer: E-Forms—View date properties—bdocumentdate, obfromdate, obtodate, bproperty_documentdate, bproperty_datestored, obproperty_timestored

X X X

iewer: E-Forms—View user and document roperties—obproperty_username, bproperty_itemnum, obproperty_currentuserID, bproperty_currentusername, bproperty_currentuserrealname, bproperty_currentuserdisplayname

X X X

iewer: Positionable Notes and Icons X X X

iewer: View E-Forms X X X

iewer: View Unity Forms X X X

iewer—HTML/E-Form Document Specific


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

Vrting, scanning, and indexing documents.

VC

XN

ent: d

HTML)

Java Web Client

Unity Client

Im N/A X

Im N/A X

Im N/A X

Im N/A X

Im X X

Im A N/A X

Im A N/A X

Im X X

Inw

N/A X

In N/A X

In N/A X

In N/A X

In N/A X

In N/A X

In N/A X

eb Feature Matrix


iewer—Import/Scan/IndexThe following table lists features and options available for creating E-Forms and for impo

iewer—Import/Scan/Index/E-Form reation


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

port/Re-Index: Set Document Date X X X

port/Scan/Re-Index: Clear Keyword Values X X X

port/Scan/Re-Index: Select Document Type X X X

port/Scan: Clear All X X X

port: New Document X X X

port: Open in Viewer N/A N/A N/

port: Preview N/A N/A N/

port: Security X X X

dex: Append Pages to Existing Documents hile Indexing

X X X

dex: Create New Document X X X

dex: Delete Document X X X

dex: Delete Page X X X

dex: Navigation—First Document X X X

dex: Navigation—Last Document X X X

dex: Navigation—Next Document X X X

Web Feature M

atrix


I N/A X

I N/A X

I N/A N/A

I N/A X

K N/A X

Kap

X X

Kim

N/A X

KS

X X

K N/A X

KD

X X

KTG

X X

KTc(

X X

VC

XN

ent: d

HTML)

Java Web Client

Unity Client

Base 12


ndex: Navigation—Previous Document X X X

ndex: Stop Indexing Button X X X

ndex: Support for Double-Blind Indexing X X X

ndex: Undo Indexing Action Button X X X

eyword Panel Index: Keyword Locking X X X

eyword Panel: Repeat Keywords—Using dditional instances of Keyword Types by ressing F6

X X X

eyword Panel: Retain Keyword Values after port

X X X

eyword Panel: Support for AutoFill Keyword ets

X X X

eyword Panel: Support for Cascading Data Sets X X X

eyword Panel: Support for Drop-down Keyword ata Sets

X X X

eyword Panel: Support for Indexing All Keyword ype Groups and Multi-instance Keyword Type roups

X X X

eyword Panel: Support for Indexing All Keyword ypes—Alphanumeric, alpha single table, urrency, date, date/time, floating point, numeric 9), numeric (20), and specific currency

X X X



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

Pted. Both the HTML Web Client (in standard rt OnBase print options.

K X X

KV

N/A X

Kb

N/A X

KK

N/A X

RD

N/A X

SW

A N/A X

VC

XN

ent: d

HTML)

Java Web Client

Unity Client

P

XN

ent: d

HTML)

Java Web Client

Unity Client

C A N/A X

eb Feature Matrix


rint OptionsThe following table lists OnBase printing features and options and where they are suppormode) and the Java Web Client let users print OnBase documents, but they do not suppo

eyword Panel: Support for Invisible Keywords X X X

eyword Panel: Support for Keyword Type alidation

X X X

eyword Panel: Support for Required Keywords—ased on Document Types

X X X

eyword Panel: Support for Reverse AutoFill eyword Sets

X X X

e-Index: Re-Index Document to Another ocument Type

X X X

can: Low Volume Web Scanning Support for indows XP Client-side Operating Systems

X X N/



ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

rint Options


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

olor X X N/

Web Feature M

atrix


Cuments.

I A N/A X

J“

A N/A X

ND

A N/A X

O A N/A X

Ppa

A N/A X

P A X X

P A N/A X

P

XN

ent: d

HTML)

Java Web Client

Unity Client

C

XN

ent: d

HTML)

Java Web Client

Unity Clienta

DT

N/A X

Base 12


ontent ManagementThe following table lists features and options for managing, organizing, and sending doc

mage Scaling X X N/

ob Settings—Including “Single Job” and Continuous Flow”

X X N/

otes Printing—Annotation and/or Note Icon on ocument

X X N/

rientation X X N/

rint Formats—Including N-Up formats (images er page) with support for printing titles (above nd below) and printing borders

X X N/

rint Overlay X X N/

rint Range X X N/

rint Options


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

ontent Management


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

ocument Templates: Create Documents from emplates

X X X

Web

Fea

ture

Mat

rix

W OnBase 12

D A N/A X

D A N/A X

D N/A X

D N/A X

E N/A X

E N/A X

E N/A N/A

F N/A N/A

F N/A N/A

F N/A N/A

F A N/A N/A

F N/A X

F N/A N/A

F N/A X

F N/A N/A

F N/A N/A

F N/A N/A

F N/A X

C

XN

ent: d

HTML)

Java Web Client

Unity Clienta

eb Feature Matrix


ocuments Checked Out: Briefcase X X N/

ocuments Checked Out: Briefcase Edit X X N/

ocuments Checked Out: Check In X X X

ocuments Checked Out: Undo Checkout X X X

nvelopes: Create X X X

nvelopes: Delete X X X

nvelopes: Share Envelopes X X X

olders: Documents Menu—Briefcase X X X

olders: Documents Menu—Clear Selected X X X

olders: Documents Menu—Copy To Folder X X X

olders: Documents Menu—Create Form Letter X X N/

olders: Documents Menu—Delete X X X

olders: Documents Menu—Filter Documents X X X

olders: Documents Menu—Keywords X X X

olders: Documents Menu—Move To Folder X X X

olders: Documents Menu—Open in New Window X X X

olders: Documents Menu—Refresh X X X

olders: Documents Menu—Remove from Folder X X X

ontent Management


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


F N/A X

F X X

F N/A X

F A N/A X

F A N/A X

F N/A N/A

F N/A X

F N/A X

F N/A X

F N/A X

F N/A X

F N/A X

F N/A N/A

F N/A X

F N/A X

F N/A N/A

F A X X

F N/A X

C

XN

ent: d

HTML)

Java Web Client

Unity Clienta

Base 12


olders: Documents Menu—Revisions/Renditions X X X

olders: Documents Menu—Template X X X

olders: Documents Menu—Workflow X X X

olders: Documents Menu—WorkView N/A N/A N/

olders: Folder Notes—Create/view/edit/delete N/A N/A N/

olders: Menu—Clear Selected X X X

olders: Menu—Delete X X X

olders: Menu—Display Disposition Status X X X

olders: Menu—Find Folder X X X

olders: Menu—History X X X

olders: Menu—Keywords X X X

olders: Menu—New Folder X X X

olders: Menu—Open in New WIndow X X X

olders: Menu—Place Hold X X X

olders: Menu—Post Event X X X

olders: Menu—Print X X X

olders: Menu—Properties N/A N/A N/

olders: Menu—Refresh X X X

ontent Management


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web

Fea

ture

Mat

rix

W OnBase 12

F N/A X

F N/A N/A

F X X

F X X

F X X

In A N/A X

In A N/A X

M N/A X

M N/A X

M N/A X

M N/A N/A

M N/A N/A

M N/A N/A

M N/A N/A

M N/A X

M N/A X

M N/A X

MB

N/A X

C

XN

ent: d

HTML)

Java Web Client

Unity Clienta

eb Feature Matrix


olders: Menu—View Holds X X X

olders: Menu—View Selected X X X

olders: Retrieve X X X

olders: View Child X X X

olders: View File Cabinet X X X

tegrated Audio N/A N/A N/

tegrated Video N/A N/A N/

ailbox: Delete Mail X X X

ailbox: Delete Selected X X X

ailbox: Forward X X X

ailbox: Navigation—First Message X X X

ailbox: Navigation—Last Message X X X

ailbox: Navigation—Previous Message X X X

ailbox: Navigation—Previous Message X X X

ailbox: Read Receipt Requested X X X

ailbox: Refresh X X X

ailbox: Reply X X X

ailbox: Select User Groups/Users from Address ook

X X X

ontent Management


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


S

M N/A X

M N/A X

M N/A X

a. fcase. The Unity Client also uses a type of pe es module reference guides for more infor-m

C

XN

ent: d

HTML)

Java Web Client

Unity Clienta

S

XN

ent: d

HTML)

Java Web Client

Unity Client

A N/A N/A

A N/A N/A

A N/A N/A

Md

N/A N/A

M N/A N/A

Base 12


tatusViewThe following table lists features and options available through StatusView.

ailbox: Send Mail X X X

ailbox: View Inbox X X X

ailbox: View Selected X X X

The Unity Client supports adding documents to the Unity Briefcase rather than the EDM Briersistent checkout that is not available in other clients. See the Unity Briefcase and EDM Servication.

ontent Management


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

tatusView


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

dministration: Assign group layouts X X X

dministration: Assign portlets X X X

dministration: Set default group layout X X X

y Views: Available Portlets—Add/copy/rename/elete portlet types

X X X

y Views: Configure portlets X X X

Web

Fea

ture

Mat

rix

W OnBase 12

M N/A N/A

Ma

N/A N/A

M N/A N/A

M N/A N/A

M N/A N/A

Mla

N/A N/A

PR

N/A N/A

PR

N/A N/A

P N/A N/A

S

XN

ent: d

HTML)

Java Web Client

Unity Client

eb Feature Matrix


y Views: Copy layouts X X X

y Views: Create Layouts—Create new personal nd group layouts

X X X

y Views: Delete layouts X X X

y Views: Layout Properties X X X

y Views: Set default personal layout X X X

y Views: View and update personal and group youts

X X X

rivileges: Assign Group Layout Configuration ights

X X X

rivileges: Assign Personal Layout Configuration ights

X X X

rivileges: Assign Portlet Registration Rights X X X

tatusView


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

Web Feature M

atrix


U

U

XN

ent: d

HTML)

Java Web Client

Unity Client

B A N/A N/A

B A N/A N/A

B A N/A N/A

C X X

M N/A X

M N/A X

O A N/A X

Olamww

N/A X

Base 12


ser OptionsThe following table lists user-specific options and where they are available.

ser Options


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

riefcase Options: Archive New Documents X X N/

riefcase Options: Check In Documents X X N/

riefcase Options: Synchronize Documents X X N/

hange Password: Change User Password X X X

enu: Favorites X X X

enu: Home Page X X X

ptions: Document—Rotate Auto-Save X N/A N/

ptions: Default Retrieval Date—Last weekday, st business day, yesterday, today, first of the onth, last of the month, current month, current eek, month-to-date, year-to-date, last # days/eeks/months

X X X

Web

Fea

ture

Mat

rix

W OnBase 12

A.

A

XN

ent: d

HTML)

Java Web Client

Unity Client

D N/A N/A

D N/A N/A

U N/A N/A

Ua

N/A X

U N/A X

U N/A X

U N/A N/A

U N/A X

U N/A X

U N/A X

U N/A X

U N/A N/A

U N/A X

U N/A N/A

U N/A X

eb Feature Matrix


dministrationThe following table lists administrative features and options and where they are available

dministration


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

istribution Recipients: Edit recipient information X X X

istribution Recipients: View recipients X X X

sers: Configure—Named Web User X X X

sers: Configure—User name, real name, e-mail ddress, password

X X X

sers: Create User X X X

sers: Delete X X X

sers: Disconnect X X X

sers: Lock X X X

sers: Refresh X X X

sers: Search/Filter X X X

sers: Security Keywords—Add, edit, remove X X X

sers: Show Active Users X X X

sers: Show All Users X X X

sers: Show Users Consuming Licenses X X X

sers: Unlock X X X

Web Feature M

atrix


M

U N/A X

A

XN

ent: d

HTML)

Java Web Client

Unity Client

M

XN

ent: d

HTML)

Java Web Client

Unity Client

A A N/A X

E A N/A X

F N/A X

L N/A X

L N/A X

L A N/A X

L X X

L N/A X

Wo

A N/A X

Base 12


odule-Specific Interface AccessThe following table lists module-specific contexts and where they can be accessed.

sers: User Groups—Assign, unassign X X X

dministration


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

odule-Specific Interface Access


ActiveX Web Client


(Minimal ActiveX)

HTML Web CliStandar

(100%

rchive documents using the Virtual Print Driver X X N/

mbedded Workflow in Document Viewer N/A N/A N/

ull-text search for Autonomy IDOL integration X X X

aunch Collaboration X X X

aunch Document Knowledge Transfer (DKT) X X X

aunch EDM Services/Briefcasea X X N/

aunch Workflow X X X

aunch WorkView X X X

orkflow access to tasks and related items utside of workflow layout

N/A N/A N/

Web

Fea

ture

Mat

rix

W OnBase 12

a. case. See the Unity Briefcase module refer-en

eb Feature Matrix


The Unity Client supports adding documents to the Unity Briefcase rather than the EDM Briefce guides for more information.