Thinking About Upgrading to OnBase Foundations?

OnBase Foundation is Hyland’s new product versioning of OnBase. Join Cailen Myers, Senior OnBase Consultant for RPI Consultants, as we discuss features, fixes and security patches of OnBase Foundation, including the differences between EP and LTV, and other recent versions.

Download PDF

John Marney:

Hi, everyone. This is John Marney, manager on the Content and Process Automation practice here at RPI Consultants. Thanks for joining us today. Our webinar presentation is going to be presented by Cailen Myers, our Senior Consultant and our lead over our OnBase side of our practice. Today, we’re going to be talking about everything that you need to know about upgrading to OnBase 19. Oops, I mean, OnBase Foundation. This kicked off a series of OnBase focus webinars that we’re doing every two weeks for the next two months or so, all hosted primarily by Cailen. We do also have a lot of OnBase-focused content in our webinar backlog or our repository, which you can find on our website at A couple of housekeeping items before we can get this kicked off.

If you want to submit any questions to Cailen, please do so through the GoToWebinar questions panel. You just type it in and hit submit, and we will answer those questions during or after the webinar. The slide deck and a recording of the presentation will be made available to you. Please don’t feel like you have to take screenshots or take a recording. We will get that to you. Finally, we’re always looking for additional content that we can prepare for you. If there’s anything that you would like to see or know more about, please feel free to reach out to us or you can submit it to that questions panel. Without further ado, Cailen will take it away. Thank you for joining us.

Cailen Myers:

Hello, everyone. Thank you again for joining us and thank you, John, for the introduction. Like John mentioned, I am going to be presenting on everything you need to know about the OnBase upgrade to Foundations. Let’s just jump on in. As John mentioned, we are going to have a series of OnBase webinars in 2020. I have them all listed here on the screen. Hopefully you guys can definitely join us for some of these webinars or watch the recordings of them after they are already presented. A little bit about me. My name is Cailen Meyers. As John mentioned, I’m one of the Senior OnBase Consultants. I have been supporting OnBase for over 10 years, designing, implementing, upgrading. Anything OnBase, you name it, I’ve done it.

I do specialize in healthcare and integrations with your EMR and ERP systems and [have] quite a few OnBase certifications, system admin, Advancements Admin, Workflow Admin, Advanced Workflow Admin, and Support Engineer. Then I also have a few Epic certifications as well. I am a mom to three Siberian Huskies. I love baking and I like to do scrapbooking in my free time. Just a little bit about me. It seems like you guys will probably hear this voice quite a few times throughout the next couple of months, so at least you know who you’re talking to here. Our agenda today. I want to go over a little bit about OnBase Foundations, any new and improved features and functionality (sometimes called specifications and support information), implementation considerations, and then we’ll do a summary and answer any questions.

Also, like John mentioned, if you have questions, feel free to put them in the chat window as well and I can look at those during this presentation as well. Okay, let’s jump in. About OnBase Foundation, OnBase Foundation is Hyland’s new product version name. Just a couple of things about the foundation at a high level. As I mentioned, it’s their new product versioning strategy. It is their most feature-rich client. It is more stable. It is more secure. They have added many improvements for users and admins. They have also added a new video feature, which allows streaming and uploading of videos. There will be more frequent updates and enhancements to this new versioning strategy, but that in the long run should make the upgrades a lot easier for everyone.

If you’ve looked at the new versioning, I just kind of wanted to go over how the release format looks. One of the samples I’m using is version Their release format is in year, month, patch level and build number. In the example I provided, 19 would be the year the software was released in a two-digit format. The number eight is the month the software was released. If that’s LTR or EPs, it does not matter. The number five in this example is the patch level of the software incremented by the number one for each new public release. Then the thousand at the end of the example is a build number for the software. Typically, they’ll be using one thousand for any public releases.

I find this a little bit confusing because it’s called Foundation, but yet it still does have a version number of 19 on it. Just wanted to kind of go over what their versioning means and how to read it. In the last slide, I mentioned EPs and LTR. What do all these different terms mean? EPs are enhancement packs. They will have a series of releases that lead up to an LTR. The EPs will have bug fixes from previous releases, incremental enhancements, and new features. Our EPs will not