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Maximum File Size for OnBase Document Generation

Exploring the Limits of Document Generation in OnBase

OnBase server room

Key Takeaways

  • General Practical Limit: A practical upper limit for document generation in OnBase is around 50 MB to ensure optimal system performance.
  • System-Specific Configurations: The maximum file size can vary depending on the OnBase server configuration, web service timeouts, and other system-specific settings.
  • Consultation Required: For the most accurate and up-to-date information, direct consultation with OnBase support or reviewing the latest documentation is necessary.

Overview of OnBase Document Generation

OnBase, developed by Hyland, is a comprehensive enterprise content management (ECM) system that offers robust document generation capabilities. Document generation in OnBase refers to the creation of documents from templates or data sources within the system, which can be used for various business processes like invoice generation, report creation, and more. Understanding the maximum file size for document generation is crucial for organizations to ensure smooth operations and compliance with system limitations.

Importance of File Size in Document Generation

File size is a critical factor in document generation for several reasons:

  • Performance: Larger files can significantly impact the performance of the system, leading to longer processing times and potential timeouts.
  • Storage: The size of generated documents affects storage requirements, which is important for planning and managing storage resources.
  • Compliance: Some industries have specific file size limitations for documents, making it essential to stay within these bounds.

Factors Influencing Maximum File Size

The maximum file size for document generation in OnBase is not a fixed value but depends on several factors:

Server Configuration

The configuration of the OnBase server plays a significant role in determining the maximum file size that can be handled. Server resources like memory and processing power can limit the size of documents that can be generated without performance degradation.

Web Service and API Timeouts

Web services and APIs used in OnBase have timeout settings that can affect the maximum file size. If a document generation process takes longer than the configured timeout, it may fail, effectively limiting the file size.

Performance Considerations

Performance considerations are crucial for document generation. Generating large documents can lead to increased processing times, which may affect the overall system performance and user experience. A practical limit of around 50 MB is often adopted to ensure that document generation remains efficient.

Downstream Systems

Documents generated in OnBase may need to interact with other systems or repositories. The file size limitations of these downstream systems can also influence the maximum file size for document generation in OnBase.

Practical Upper Limit

While there isn't a strict "hard limit" imposed by the OnBase Document Generation component itself, a practical upper limit of around 50 MB is commonly recommended. This limit helps to mitigate performance issues and ensures that documents can be processed and stored efficiently.

Why 50 MB?

The 50 MB limit is considered practical because:

  • It aligns with the performance capabilities of many OnBase deployments.
  • It minimizes the risk of timeouts and processing delays.
  • It is often sufficient for most business document types, such as reports, invoices, and contracts.

Other Relevant File Size Limits in OnBase

While document generation itself may not have a strict file size limit, other components of OnBase do have specific limits that can impact document handling:

Web Client Uploads

The OnBase Web Client has a file upload limit of 50 MB, with a timeout of 3 minutes. Additionally, it does not support importing files larger than 2 GB unless explicitly configured otherwise.

Document Previews

For document previews within OnBase, there are specific limits:

  • Plain text files: 10 MB
  • Microsoft Excel files (xls and xlsx): 1 MB
  • PDFs: 1.25 MB

SFTP Uploads

For uploads via the Secure File Transfer Protocol (SFTP) in the cloud version of OnBase, the maximum size of files uploaded at one time should be between 1 GB and 2 GB. Larger files may require contacting Hyland support.

ShareBase Integration

When integrating with ShareBase, a 5 GB file size limit per file applies.

Storage Requirements

Document storage in OnBase typically requires 1.5 KB per document, with additional space needed for indexes and keywords. Understanding these storage requirements is essential for planning and managing storage resources effectively.

Recommendations for Handling Large Documents

For organizations planning to generate very large documents, the following steps are recommended:

Discuss Resource Allocations

Engage with your OnBase system administrator to discuss resource allocations and timeout settings. This can help in adjusting the system to handle larger documents.

Review Technical Recommendations

Consult Hyland’s technical recommendations and implementation guides for document generation specific to your OnBase release. These guides can provide insights into best practices and potential limitations.

Test in a Non-Production Environment

Before deploying changes to a production environment, test your configuration in a non-production environment to understand the performance impact and make necessary adjustments.

Consulting for Accurate Information

Given the variability in file size limits across different components and configurations of OnBase, it is crucial to consult the following resources for the most accurate and up-to-date information:

Hyland OnBase Support

Directly contacting Hyland OnBase support can provide tailored advice and the most current information on file size limits for document generation.

Latest Documentation

Consulting the latest version-specific documentation for OnBase can help in understanding any changes or updates to file size limits.

OnBase Implementation Team

Your specific OnBase implementation team can provide insights into how the system is configured and what limitations might apply in your environment.

Table: Summary of OnBase File Size Limits

Component Maximum File Size Notes
Document Generation ~50 MB (Practical Limit) Dependent on server configuration and performance considerations
Web Client Uploads 50 MB (Upload), 2 GB (Import) 3-minute timeout for uploads; 2 GB import limit unless configured otherwise
Document Previews Varies by Type 10 MB for plain text, 1 MB for Excel, 1.25 MB for PDFs
SFTP Uploads 1-2 GB Larger files may require Hyland support
ShareBase Integration 5 GB Applies per file when integrating with ShareBase

Conclusion

The maximum file size for document generation in OnBase is influenced by a variety of factors, including server configuration, web service timeouts, and performance considerations. While a practical upper limit of around 50 MB is often recommended, it is essential to consult with OnBase support and review the latest documentation to get the most accurate and up-to-date information for your specific environment. By understanding and managing these file size limits, organizations can ensure efficient document generation and optimal system performance.

References


Last updated February 7, 2025

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