Integration for Corelation Inc.

KeyStone

Reference Guide

Includes:

Installation Guide
  User Guide

Foundation 22.1
 Integration for Corelation Inc. KeyStone

Documentation Notice
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© 2022 Hyland Software, Inc. and its affiliates.
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Document Name
Integration for Corelation Inc. KeyStone
Department/Group
Documentation
Revision Number
Foundation 22.1

© 2022 Hyland Software, Inc. and its affiliates i

 Integration for Corelation Inc. KeyStone
Contents

Documentation Notice
Contents
Overview
Introduction..................................................................................................................................................1
Licensing........................................................................................................................................................ 1
Simplified Licensing...........................................................................................................................1
Legacy Licensing............................................................................................................................... 1

Installation Guide

Installation
Requirements...............................................................................................................................................3
General Requirements....................................................................................................................... 3
Authentication.................................................................................................................................... 3
Licensing........................................................................................................................................................ 3
Contacting Support.................................................................................................................................... 3

User Guide

Usage
  Overview....................................................................................................................................................... 6

© 2022 Hyland Software, Inc. and its affiliates ii

 Overview

Introduction
The Integration for Corelation Inc. KeyStone allows financial institutions to integrate OnBase with the
Keystone system that contains the business critical documents that drive their day to day business.
Documents generated by a transaction in Keystone are stored and indexed in OnBase. These
documents include receipts, new account documentation, account maintenance requests, and
much more. The integration also allows the institution's front-line staff to access documents directly
from the OnBase repository without ever leaving Keystone. This allows the front line employees to
provide the highest level of service to the institution's members and customers, while simultaneously
maintaining the appropriate level of security for the data and documents that drive the organization's
business.

Licensing
Beginning in OnBase Foundation EP5, new customers must use simplified licensing to access
Integration for Corelation Inc. KeyStone functionality. Existing customers upgrading from a version
of OnBase prior to OnBase Foundation EP5 can continue to use legacy licensing to access this
functionality.
If you are a new customer as of OnBase Foundation EP5 or greater, see Simplified Licensing on page
1.
If you are upgrading from a version of OnBase prior to OnBase Foundation EP5, see Legacy Licensing
on page 1.

Simplified Licensing
In addition to a base package license for standard OnBase functionality, the Integration for Corelation
Inc. KeyStone add-on license is required to access standard Integration for Corelation Inc. KeyStone
functionality.

Legacy Licensing
The API connector requires the following license(s):
  • Integration for Corelation Inc. KeyStone

© 2022 Hyland Software, Inc. and its affiliates 1

Guide
Installation
Integration for Corelation Inc. KeyStone

Installation Guide

Foundation 22.1
 Installation

Requirements
The following sections outline requirement information specific to Integration for Corelation Inc.
KeyStone in OnBase Foundation 22.1.

General Requirements
For general requirement information that applies to Integration for Corelation Inc. KeyStone and other
modules, see the sections on the following topics in the Installation Requirements manual:
• Database requirements
• Supported desktop operating systems
• Microsoft .NET Framework requirements
• Microsoft Visual C++ requirements
• Server and core workstation hardware requirements
• Web browser requirements

Note: Installation and licensing of any client-side components within the Keystone application that
communicate with the API are the responsibility of Corelation.

Authentication
The Integration for Corelation Inc. KeyStone requires a standard OnBase account to authenticate to
OnBase through the connector.

Note: LDAP and AD Authentication is also supported through the integration. In order to use LDAP or
AD Authentication, the client-side component of Corelation's software must be exposed to allow this
type of authentication.

Licensing
Integration for Corelation Inc. KeyStone requires the Integration for Corelation Inc. KeyStone
license. See Licensing on page 1 for licensing requirements.

Contacting Support
When contacting your solution provider, please provide the following information:
• The OnBase module where the issue was encountered.
• The OnBase version and build.
• The type and version of the connected database, such as Microsoft SQL Server 2014 or Oracle
12c, and any Service Pack that has been installed.

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 Integration for Corelation Inc. KeyStone
Installation

• The operating system that the workstation is running on, such as Windows 10 or Windows Server
2012 R2, and any Service Pack that has been installed. Check the supported operating systems
for this module to ensure that the operating system is supported.
• The name and version of any application related to the issue.
• The version of Internet Explorer and any Service Pack that has been installed, if applicable.
• A complete description of the problem, including actions leading up to the issue.
• Screenshots of any error messages.
Supplied with the above information, your solution provider can better assist you in correcting the
issue.
 

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Guide
User
Integration for Corelation Inc. KeyStone

User Guide

Foundation 22.1
 Usage

Overview
Any available end-user documentation will be provided by Corelation, as any end-user integration will
be performed through the KeyStone application.
See Corelation's documentation for information on available OnBase functionality. Information on
Corelation can be obtained from http://www.corelationinc.com/ or by calling Keystone Product Support
at
  (619)-876-5074.

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