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Hyland OnBase Care and Feeding

Once you’ve implemented OnBase by Hyland, that isn’t the end of your Content Services story. As the system administrator, you’ve still got to perform a series of regular tasks to maintain OnBase and ensure it’s running optimally. That’s why we’ve created this one-stop document with all the daily, weekly, and monthly maintenance to do’s that should keep everything ticking over nicely. If you need help with any of these tasks or want to optimize OnBase in any other way, don’t hesitate to reach out. With more than 10 years of experience in this industry, we’re confident we can help you achieve your goals.

Daily Tasks (or weekly)

  • Check verification reports (or build a workflow to do it for you)
  • Check the Windows or Hyland event logs for any errors, warnings, and even unexpected information entries (or find a tool to notify you automatically of these occurrences)

Weekly Tasks

  • Verify Database and disk groups were backed up to tape.
    • Check to confirm that files have the “A” attribute
    • Ask your backup team how big the OnBase-related backups are, it should be increasing regularly.
  • Ensure Virtual machines application and/or database servers are being backed up. If physical machines are present, make sure you have a backup for these machines in case disaster were to occur so that you maintain business continuity.
  • Confirm that you have sufficient free disk space on all servers including the Database server, and always ensure at least 3 or more GB (recommended) is available as it usage could spike at any time, especially on a database server.
  • Check all DIP/COLD/Input folders for any files or folders and ensure these are empty.

Monthly Tasks

  • Verify all Database maintenance plans are still operating with the time window expectations.
  • Check Database and disk group sizes and forecast when additional storage might be needed.
  • Analyze recent disk group volumes to ensure all files are present and compare byte-wise to 2nd and 3rd copies (if utilized). Also, ensure all files are valid (Scheduling Platter Management).

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