Employee Resources

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.

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.

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.

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 or .

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:

Internet Explorer Only and No Macs Allowed :(

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.

Application Install Security Warning Window

Wait for the program to download.

Installation Progress Bar Window

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.

Hyland Unity Icon

How to login to OnBase Unity Client.

Step 1:

Locate the Hyland Unity Client shortcut on your desktop.

Hyland Unity Client

Step 2:

Enter your CSUMB username and Password and click Login.

OnBase 16 Login Window