OnBase Enterprise Content Management (ECM)

What is...?

OnBase ECM

OnBase is an Enterprise Content Management (ECM) system that provides an information platform to manage electronic documents and automate business processes.

CSUMB utilizes OnBase to store and retrieve documents, automate business processes via forms and workflow, integrate with CMS/PeopleSoft and provide real-time reporting and analytics.

If you would like to learn more about the capabilities of OnBase you can watch a preview video.

Web Client

Most campus users will take advantage of the OnBase Web client. The Web client allows users to retrieve documents, process workflows and view reports via modern versions of Chrome/Firefox/IE web browsers.

To access the Web client visit: https://onbase.csumb.edu.

To fully leverage the features of the Web client, it is recommended you take the in-depth training. See the OnBase Training Resources section below to register an account.

Unity Client

Some high frequency users may want to utilize the Unity client. Like the Web client, Unity offers the ability to retrieve documents, process workflows and view reports. In addition, Unity offers some unique features such as a PeopleSoft integration tool called Application Enabler as well as Virtual Printer Driver which allows for instant import of digital documents into OnBase.

The Unity client can be installed on your computer and run in the background. If you think you may be a candidate for using the Unity client, please speak to your respective department lead.

To fully leverage the features of the Unity client, it is recommended you take the in-depth training. See the OnBase Training Resources section below to register an account.

How to...

How to report a problem.

Before submitting a ticket please make sure you refer to the instructions. You must use Internet Explorer to install the OnBase Unity Client. Please note that the Unity client will only work on Windows based machines.

If you are still experiencing an issue using or installing OnBase submit a help desk ticket via WebHelp using the Request Type below:

Information Systems > Production Problems > OnBase ECM.

How to get access to OnBase.

Due to licensing limitations only select campus departments and users have been setup to have access to OnBase ECM. For additional information please contact your affiliated system support departments be it ASM or SIS.

Departments currently using OnBase ECM.

• Administrative Systems Management
• Admissions
• Athletics
• Campus Service Center
• Center for Advising, Career & Student Success
• Extended Education and International Programs
• Educational Opportunity Support Programs
• Financial Aid
• Information Systems
• Payroll
• Registrar
• Student Information Systems
• Student Disability Resources
• Student Financials
• University Personnel

How to access training resources.

CSUMB Resources

For specific training please contact your department analyst, ASM or SIS.

OnBase Resources

OnBase offers online videos and other resources in their online community.

To create an account:

• Visit the OnBase Community website.
• Select the Sign up now link; follow the directions.
• Please be aware it may take up to 2 business days for OnBase to review and approve your request.
• Use your @csumb.edu email address as your username.
• Enter a password. Do not use the same password as your University accounts.
• Choose End User as your employee role

Login to the training site:

• Once you have an account; Go to the OnBase Training webpage.
• Select the LOG IN button in the upper right-hand corner.
• Enter your CSUMB email account and the new password you created for the account.
• Select the LOG IN button.

How to install OnBase Unity Client.

Step 1:

To install the Unity Client click on the Production Unity Client button using Internet Explorer.

You MUST use Internet Explorer to install the Unity Client! Sorry No Macs.

Step 2:

Click Install when the installer window opens.

Wait for the program to download.

Step 3:

When installation completes the OnBase Hyland Unity icon will appear on your desktop and the client window should automatically open. Please note: If the client window does not automatically open, please make sure to exit any other OnBase clients that are currently open and showing in your system tray and double click on the desktop icon to open the client. If you need help exiting, Unity please see the How to exit the OnBase Unity Client? section of the Frequently Asked Questions.

How to login to OnBase Unity Client.

Step 1:

Locate the Hyland Unity Client shortcut on your desktop.

Please note: If the client window does not open, please make sure to exit any other OnBase clients that are currently open and showing in your system tray and double click on the desktop icon to open the client. If you need help exiting Unity please see the How to exit the OnBase Unity Client? section of the Frequently Asked Questions.

Step 2:

Enter your CSUMB username and Password and click Login.

How to exit OnBase Unity Client.

Step 1:

In your system tray locate and right click on the OnBase icon.

Step 2:

From the menu select Exit OnBase.

Step 3:

Click Yes to exit the Unity Client