Getting Started

Welcome to the Yale ITS OnBase Services Information page! On this page you will find guides and information for Yale users looking to use OnBase. 

These materials are for new Yale departments wishing to learn more about OnBase and Content Services. You’ll need to work with the ITS team to coordinate the implementation of OnBase for your department. 

The basic process for onboarding new OnBase customers is as follows:

Survey

Complete the OnBase new customer survey

  • This will allow us to understand the scope of your project along with your goals, objectives and timelines. 
  • This is a simple OnBase E-Form (Unity form), just to give you an idea of how they can look and behave.
Webinar

Join us for the OnBase Weekly Engagement Webinar

  • Weekly: Fridays 2:00 – 3:00 PM EST  
    Zoom Meeting
  • In this webinar, the OnBase Team can provide guidance and assistance with the migration process and provide insights into lesser-known aspects of OnBase. 
  • Additionally, you will be able connect with other groups that are also in their own OnBase go-live process, allowing you to trade ideas, recommendations, and experiences. 
  • You are welcome to join any or all these sessions throughout your implementation. 
Presentation

Review the OnBase Customer Presentation Powerpoint

To get a better understanding of how OnBase is implemented at Yale University and to prepare your department to use OnBase, review the  OnBase System Administration Guide

  • Topics include: Service Overview, Architecture & Infrastructure, Configuration, Security, Clients, OnBase Resources