Migrating from OnBase Report Services to Reporting Dashboards

Many Infor (Lawson) customers use OnBase to manage the important documents, content, and workflow processes that exist around Infor. Based on our extensive experience using both platforms, here’s our best recommendations for making Infor & OnBase work together for a more seamless solution.

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Cailen Myers:
Hello, and thank you for joining the Migrating from Report Services to Reporting Dashboards webinar today. A few housekeeping items before we get started, all the webinars are recorded and made available on our website. All the lines will be muted for this webinar. So, if you have any questions, please feel free to post them in the GoToWebinar question panel at any time, and we will answer them at the end of this webinar.

Before we get started, in case you are unaware, we do have a 2020 OnBase webinar series going on right now. So, all upcoming webinars are listed on the screen here. If you have not already done so, please sign up for any of the upcoming webinars. We are interested in any additional webinars that you would like to see, so please reach out to us if there’s something on here that you would like to watch.

And then just a little bit about myself before we get started. So, my name is Cailen Myers. I am one of the Senior Consultants here at RPI. I have some certifications in OnBase and Epic, which I’ve gathered over the 10 plus years that I’ve been designing, implementing, and supporting upgrading OnBase, and because I do specialize in healthcare with my Epic certifications and also EMR and ERP integrations. And on a little bit more of a personal note, I am a mom to three Siberian Huskies. And if I have any free time, I do like baking and scrapbooking.

So enough about me. Let’s go ahead and get started. So today I was hoping we could discuss some frequently asked questions, go over what is Reporting Dashboards. Of course, talk about migrating reports with the conversion tool, and then migrating reports without a conversion tool. And then we can go over just a brief summary and any questions anyone has.

I’m sure many of you are going to have quite a few questions as we go through this, especially if you’ve been using Report Services for a while. So, I figured it’d be best to start with some frequently asked questions first, but if you have any additional questions, please again, go ahead and post those in the question panel so we can discuss them.

So, let’s get started. Report Services. So, Hyland did release an end of life date for Report Services, which was Tuesday, December 31st of 2019. So that date has already come and gone. So, it’s already at its end of life, unfortunately. The last version of OnBase that will be released with Report Services is OnBase Foundation EP2. There’s a rumor that EP3 is coming out early spring of this year. A lot of people are asking if Hyland will still support Report Services. So, this is all based on your maintenance agreement with Hyland, and also the OnBase module support life cycle.

And why is Hyland sunsetting Report Services? When OnBase reporting and dashboards came out back in ’14, it was always going to be the go-forward reporting tool for Hyland. They were just waiting until they had Report Services and Reporting Dashboard parity before they sunsetted Report Services. So, they have made those changes, and they are sunsetting Report Services now.

Is there a cost for using Reporting Dashboards? If you currently do not own the Reporting Dashboard license, there is a new license for it. And also, you would