Horizons 2014 - The Care and Feeding of OnBase

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Information about Horizons 2014 - The Care and Feeding of OnBase
Software

Published on May 28, 2014

Author: KeyMark

Source: slideshare.net

Description

Presenter:
Leah Rice
Systems Engineer
KeyMark Inc.

OnBase Care and Feeding
This session is an overview of the things you should be doing daily, weekly and monthly. You will learn about the importance of purging transaction logs, purging batches and disk group management. We will review recommended maintenance topics.

THE CARE AND FEEDING OF ONBASE KEYMARK INC. | MAY 21, 2014 | GREENVILLE, SC

ONBASE CLIENT CLIENT ADMINISTRATION OPTIONS FOR MANAGERS

WHERE TO FIND THEM?

DOCUMENT MAINTENANCE

FOLDER MAINTENANCE © 2010 KeyMark, Inc. All rights reserved.

ONBASE TRANSACTION LOG • Transaction log maintenance – purge from client periodically

ONBASE WORKFLOW LOG • Workflow log Maintenance - purge from client periodically

BE CAREFUL PURGING LOG DATA

DATA WAREHOUSING • Export important log data for storage away from OnBase • Retains the data for future use • Frees up database and disk space to keep OnBase efficient while retaining records.

DOCUMENT, PROCESS & BATCH LOCKS • Keep the locks clear for efficient running • Help identify users that do not exit the program properly • Helps eliminate “OnBase is broken” comments when PEBKAC or PICNIC is more accurate

DISABLE THE DOCUMENT LIST REFRESH USER OPTION FOR ALL USERS

LIST REFRESH IN ONBASE CONFIG

LIST REFRESH IN ONBASE CONFIG

PROCESSING OPTIMIZATION • Set Process Tuning Options on all processing workstations, COLD DIP, etc.

BLOCK SIZING OPTIONS • Document Handle By default, this setting is set to 1, which indicates that each time a process creates a new document, a new document handle is retrieved from the database. Setting the block size to a higher number will cause a group of document handles to be retrieved from the database, reducing the number of times that the database must be queried for document handles • System File Name File names are unique names that are assigned to files when they are saved to a Disk Group. A portion of the file name is a number that keeps incrementing by 1 for each file. This parameter permits a block of filenames to be passed to the process so that a query to the database is not needed for each file saved to disk. Setting this parameter to 10 can speed up a process that writes many files to disk. The range of values is 1 - 1000. • Keyword The Keyword Block Size option controls the number of unique identifiers that will be reserved for adding in new Keyword Types to specific keyword tables being used within the process. This can be used within a process that is importing a large quantity of new Keyword Types in order to increase the performance of the import process. By default, unique identifiers are retrieved from the database one by one (i.e. one itemnum at a time). When the Keyword Block Size option is adjusted, the query can retrieve several unique identifiers at one time. These numbers are cached in memory in the software, which will reduce the number of queries against the database when performing import processing. Caution: The query will always retrieve the amount of unique identifiers specified by the Keyword Block Size option. If the query only needs 1 unique identifier but the Keyword Block Size option is et to 100, 99 unique identifiers will be wasted and cannot be reused.

BLOCK SIZING OPTIONS • Status Window Update Interval The Status Window Update Interval parameter controls the frequency of updates to the status bar while a process is running. When the interval is set to 1, the status bar will be updated each time a new document is created. If the update interval is set to 10, the status bar will be updated after 10 new documents have been created. This parameter should be set so that updates occur no more than once per second - ideally, this should be set so that updates occur about every 5 seconds. For example, if the process is creating 10 documents per second, the Status Window Update Interval should be set to 5 or greater. Updating the status bar is a time consuming process, so increasing the update interval can significantly increase the speed of a process. The range of values is 10 - 3000. • Checks per File The Checks Per File option applies only to check or remittance processing. This parameter controls how many check images are written to a file before the file is closed and a new file is opened for writing. The benefit of this feature is the reduction in the number of files stored to disk for check images. Files created this way are not compatible with standard TIFF viewers since the images are concatenated together into the file. The default value of 32 is the optimal value for check processing and should not be changed. • Keyset The Keyset Block Size option controls the number of unique identifiers that will be reserved for adding in new AutoFill Keyword Sets to specific keyword set tables being used within the process. This can be used within a process that is importing a large quantity of new AutoFill Keyword Sets in order to increase the performance of the import process. By default, unique identifiers are retrieved from the database one by one (i.e. one itemnum at a time). When the Keyset Block Size option is adjusted, the query can retrieve several unique identifiers at one time. These numbers are cached in memory in the software, which will reduce the number of queries against the database when performing import processing. Caution: The query will always retrieve the amount of unique identifiers specified by the Keyset Block Size option. If the query only needs 1 unique identifier but the Keyset Block Size option is set to 100, 99 unique identifiers will be wasted and cannot be reused.

ONBASE SQL OPTIMIZATION CONFIGURING SQL TO RUN MORE EFFICIENTLY FOR ONBASE

SERVER OPTIMIZATION • Have a Dedicated Database Server

SQL SERVER INSTANCE OPTIONS

PROCESSOR OPTIMIZATION • Disable Parallelism for the SQL server Instance • Set the Max Degree to 1 to disable

MEMORY OPTIMIZATION • Set SQL to Dynamically manage Memory • Set the Maximum Memory to 300 mb less than what is on the server • Buy more Memory!

MEMORY OPTIMIZATION

DATABASE PROPERTIES

LOG FILE OPTIMIZATION • Set the Transaction Log on a separate Disk Array from the Database • Hyland recommends RAID 2 or 10 for that Array • The Transaction Log should be the only file on the Array

LOG FILE OPTIMIZATION • Set the Transaction Log to have a max file size. • Truncate the Transaction Log Regularly

DATABASE OPTIMIZATION • Hyland recommends Disabling the Auto- Update statistics & Auto Shrink • Auto-Update will use only a 10 % sample of the data – too small a sample size • These processes can cause undo overhead during key business hours

DATABASE PROPERTIES: OPTIONS

DATABASE MAINTENANCE AUTOMATE JOBS FOR PEAK PERFORMANCE

DATABASE MAINTENANCE • Run automatic Database Maintenance Plans for your database • Multiple Plans can be run against the same DB – not all tasks require the same frequency

DATABASE MAINTENANCE • Reorganize the Database weekly • Remove Unused Space from the database files

DATABASE MAINTENANCE • Update the Statistics weekly • Set the Sampling to be 100% in SQL 2000 • In SQL 2005 use the Rebuild Indexes maintenance plan option.

DATABASE INTEGRITY • Check the DB Integrity in a Maintenance Plan

DATABASE INTEGRITY • The Maintenance Plan Integrity check runs the DBCC CheckDB command • Use CheckDB command with REPAIR_FAST or REPAIR/BUILD parameters to fix issues • If these do not repair issues restore known good backup

DATABASE GUIDES • The following Hyland Database Guides can be found on the KeyMark FTP Site: • ftp://ftp.keymarkinc.com/download/Onbase/DBGuides/ • Database Use Policy • Database Reporting Guide • Database Performance Guide • Database Maintenance Guide • Database Installation Guide • Database High Availability Options

QUESTIONS?

THANK YOU!

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