{"id":23907,"date":"2026-09-08T14:39:51","date_gmt":"2026-09-08T14:39:51","guid":{"rendered":"https:\/\/in.nau.edu\/its\/?page_id=23907"},"modified":"2026-10-01T23:49:14","modified_gmt":"2026-10-01T23:49:14","slug":"onbase-migration","status":"publish","type":"page","link":"https:\/\/in.nau.edu\/its\/onbase-migration\/","title":{"rendered":"OnBase Migration"},"content":{"rendered":"<p>&nbsp;<\/p>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23916\" src=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-servicenow-600x290.png\" alt=\"The Hyland OnBase Logo, and the ServiceNow Logo.\" width=\"414\" height=\"200\" srcset=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-servicenow-600x290.png 600w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-servicenow-300x145.png 300w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-servicenow-1024x495.png 1024w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-servicenow-768x371.png 768w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-servicenow-1536x742.png 1536w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-servicenow.png 1742w\" sizes=\"auto, (max-width: 414px) 100vw, 414px\" \/><\/h2>\n<h2 style=\"text-align: center\">OnBase Retirement Project<\/h2>\n<p style=\"text-align: center;font-size: 1.5rem\"><span style=\"color: #808080\">ITS is working alongside campus partners to migrate university business processes, automations, and document management out of OnBase and into ServiceNow. For more information on this change, <a href=\"https:\/\/in.nau.edu\/its\/newsroom\/onbase-retirement-oct-2026\/\" target=\"_blank\" rel=\"noopener\">read our full news release.<\/a><\/span><\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-60px not-in-view\">\n<div class=\"eplus-bg-color-row bg-color-extra-light-gray\"><div class=\"eplus-bg-color-row-content\">\n<h4 id=\"news\">Announcements<\/h4>\n<hr \/>\n<p><span style=\"color: #003366\"><strong>October 2026<\/strong><\/span><\/p>\n<ul>\n<li><a href=\"https:\/\/in.nau.edu\/its\/newsroom\/onbase-retirement-oct-2026\/\" target=\"_blank\" rel=\"noopener\">ITS continues work alongside campus partners to retire OnBase \u203a<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-60px not-in-view\">\n<div class=\"eplus-bg-color-row bg-color-extra-light-gray\"><div class=\"eplus-bg-color-row-content\">\n<h4>How this migration works<\/h4>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<h6>Phase 1<\/h6>\n<h5>Process migrations<\/h5>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23928 size-uncropped-large\" src=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-web-graphic-process-2-2-600x116.png\" alt=\"We first meet with process owners, then develop the content in ServiceNow, and finally, we get the proper approvals before publishing. \" width=\"600\" height=\"116\" srcset=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-web-graphic-process-2-2-600x116.png 600w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-web-graphic-process-2-2-300x58.png 300w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-web-graphic-process-2-2-1024x198.png 1024w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-web-graphic-process-2-2-768x149.png 768w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-web-graphic-process-2-2-1536x297.png 1536w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/onbase-web-graphic-process-2-2-2048x396.png 2048w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<p>To migrate the business processes, workflows, forms, and document management out of OnBase, we&#8217;re reconstructing these items and their full functionality in ServiceNow.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<hr \/>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><span style=\"color: #003366\"><strong>Meet with process owners<\/strong><\/span><\/p>\n<p>Members from the project team and ITS&#8217; development teams will meet with process owners across campus to gather information about content housed in OnBase, and what each area requires for their technical and administrative needs.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<p><span style=\"color: #003366\"><strong>Develop content in ServiceNow<\/strong><\/span><\/p>\n<p>Developers will begin to build out new processes, workflows, and forms in ServiceNow with attention to the needs of each process owner.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<p><span style=\"color: #003366\"><strong>Approve and publish content<\/strong><\/span><\/p>\n<p>Once completed, the content will be tested and validated for approval or iteration by process owners. Once approved, it will be published live in ServiceNow.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<hr \/>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<h6>Phase 2<\/h6>\n<h5>Document management system<\/h5>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-24033\" src=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/ObBase-DMS-Semibold-600x125.png\" alt=\"First, a new DMS system must be selected and licensed. Then, it must be configured and tested to ensure it&apos;s functional. Finally, any final processes can be migrated that were waiting on the DMS system.\" width=\"677\" height=\"141\" srcset=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/ObBase-DMS-Semibold-600x125.png 600w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/ObBase-DMS-Semibold-300x63.png 300w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/ObBase-DMS-Semibold-1024x213.png 1024w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/ObBase-DMS-Semibold-768x160.png 768w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/09\/ObBase-DMS-Semibold.png 1228w\" sizes=\"auto, (max-width: 677px) 100vw, 677px\" \/><\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<hr \/>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><span style=\"color: #003366\"><strong>New DMS system selected and licensed<\/strong><\/span><\/p>\n<p>In order to accommodate technical features required by many of our university business processes, we&#8217;ll be licensing a new document management system, or DMS. A document management system allows for autonomous and bulk document editing, storage, and access permissions at scale.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<p><span style=\"color: #003366\"><strong>System configuration and validation<\/strong><\/span><\/p>\n<p>Once licensed, we&#8217;ll begin the process of configuring the new system to integrate into NAU&#8217;s environment. This means ensuring the proper technical and security capabilities are configured before we begin rolling the new system into production.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<p><span style=\"color: #003366\"><strong>DMS-reliant processes migrated<\/strong><\/span><\/p>\n<p>Once the new DMS is configured, we&#8217;ll then be able to complete migrations of business processes that require features provided by a document management sytem. This will allow us to complete the entirety of migrations out of OnBase and formally retire the legacy system.<\/p>\n<\/div><\/div>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-60px not-in-view\">\n<h4>Resources<\/h4>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<div class=\"eplus-bg-color-row bg-color-extra-light-gray\"><div class=\"eplus-bg-color-row-content\">\n<h4>Migration status<\/h4>\n<p><span style=\"color: #808080\">Last updated: October 1, 2026 at 4:47 PM MST<\/span><\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24096 \" src=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-600x241.png\" alt=\"Three graphs showing that total processes retired in OnBase is 51% complete. Then, a graph showing 60% of processes moving to ServiceNow&apos;s CSM module are complete. Finally, a graph showing that 0% of processes requiring a new DMS are complete.\" width=\"1350\" height=\"542\" srcset=\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-600x241.png 600w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-300x121.png 300w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-1024x412.png 1024w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-768x309.png 768w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-1536x618.png 1536w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-2048x824.png 2048w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-960x384.png 960w, https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/162\/2026\/10\/onbase-status-100126-1-465x186.png 465w\" sizes=\"auto, (max-width: 1350px) 100vw, 1350px\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><span style=\"color: #003366\"><strong>Total processes retired in OnBase<\/strong><\/span><br \/>\nThe number of processes successfully retired from the OnBase platform, meaning that form submissions and automations are no longer accepted or processed. This number encompasses any migration mediums, including processes that have moved to ServiceNow, an alternative platform, or have been retired from university use altogether if no longer needed.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><span style=\"color: #003366\"><strong>Processes moving to ServiceNow CSM<\/strong><\/span><br \/>\nThe number of processes that have been evaluated as candidates to move into ServiceNow\u2019s CSM module. Development and migrations on these processes are ongoing and span several unique cases and requirements.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><span style=\"color: #003366\"><strong>Processes requiring new DMS configuration<\/strong><\/span><br \/>\nThese workflows are contingent upon the licensing and configuration of a new document management system, and are unable to be migrated until then.<\/p>\n<\/div><\/div>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<h5 style=\"margin-bottom: 0px\"><span style=\"color: #003366\">Frequently asked questions<\/span><\/h5>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<p><span style=\"color: #808080;font-size: 1.5rem\">Have a question not listed below? Reach out to <a href=\"http:\/\/example.com\">OnBaseRetirement@nau.edu<\/a>, and one of our team members will respond to your message.<\/span><\/p>\n<!-- shortcode-accordion -->\n<div class=\"shortcode-accordion shortcode-accordion--closed\" style=\"position: relative;\" >\n        <h4 class=\"shortcode-accordion__header\">\n        <button type=\"button\" class=\"shortcode-accordion__trigger\" data-header=\"What is the timeline for migrating content out of OnBase?_0\" id=\"shortcode-accordion-1-trigger\" aria-expanded=\"false\" aria-controls=\"shortcode-accordion-1-panel\">\n            What is the timeline for migrating content out of OnBase?\n            <span class=\"shortcode-accordion__header__arrow\" aria-hidden=\"true\"><\/span>\n        <\/button>\n    <\/h4>\n    <div class=\"shortcode-accordion__body\" id=\"shortcode-accordion-1-panel\" role=\"region\" aria-labelledby=\"shortcode-accordion-1-trigger\" inert>\n        <html><body>\n<p>Currently, we\u2019re aiming to finish migrating business processes, workflows, and forms out of OnBase by spring of 2027. Many processes are already completely migrated and live in production in ServiceNow. You can view the status of migrations on this webpage\u2019s migration progress bar. If you\u2019re curious about the status of a form, workflow, or process, contact us.<\/p>\n<\/body><\/html>\n    <\/div>\n<\/div>\n\n<!-- shortcode-accordion -->\n<div class=\"shortcode-accordion shortcode-accordion--closed\" style=\"position: relative;\" >\n        <h4 class=\"shortcode-accordion__header\">\n        <button type=\"button\" class=\"shortcode-accordion__trigger\" data-header=\"What is a document management system?_0\" id=\"shortcode-accordion-2-trigger\" aria-expanded=\"false\" aria-controls=\"shortcode-accordion-2-panel\">\n            What is a document management system?\n            <span class=\"shortcode-accordion__header__arrow\" aria-hidden=\"true\"><\/span>\n        <\/button>\n    <\/h4>\n    <div class=\"shortcode-accordion__body\" id=\"shortcode-accordion-2-panel\" role=\"region\" aria-labelledby=\"shortcode-accordion-2-trigger\" inert>\n        <html><body>\n<p>A document management system, or DMS, is a system that stores, tracks, modifies, and automates files and data. These systems are designed to handle large amounts of data (such as university transcripts or records) and provide automation, access protections, and compliance features that help ensure university data is secure and readily available for institutional use.<\/p>\n<\/body><\/html>\n    <\/div>\n<\/div>\n\n<!-- shortcode-accordion -->\n<div class=\"shortcode-accordion shortcode-accordion--closed\" style=\"position: relative;\" >\n        <h4 class=\"shortcode-accordion__header\">\n        <button type=\"button\" class=\"shortcode-accordion__trigger\" data-header=\"What is ServiceNow\u2019s CSM Module?_0\" id=\"shortcode-accordion-3-trigger\" aria-expanded=\"false\" aria-controls=\"shortcode-accordion-3-panel\">\n            What is ServiceNow\u2019s CSM Module?\n            <span class=\"shortcode-accordion__header__arrow\" aria-hidden=\"true\"><\/span>\n        <\/button>\n    <\/h4>\n    <div class=\"shortcode-accordion__body\" id=\"shortcode-accordion-3-panel\" role=\"region\" aria-labelledby=\"shortcode-accordion-3-trigger\" inert>\n        <html><body>\n<p>While migrating processes and workflows into ServiceNow, we\u2019ve enabled a new feature set known as CSM, or Customer Service Management. We\u2019ve enabled this suite to bring improved functionality and modern tools for the new processes and content being migrated into ServiceNow. CSM brings us new functionality for how workflows and processes are interacted with and automated by teams and our community.<\/p>\n<\/body><\/html>\n    <\/div>\n<\/div>\n\n<!-- shortcode-accordion -->\n<div class=\"shortcode-accordion shortcode-accordion--closed\" style=\"position: relative;\" >\n        <h4 class=\"shortcode-accordion__header\">\n        <button type=\"button\" class=\"shortcode-accordion__trigger\" data-header=\"Where can I find training for ServiceNow\u2019s CSM Module?_0\" id=\"shortcode-accordion-4-trigger\" aria-expanded=\"false\" aria-controls=\"shortcode-accordion-4-panel\">\n            Where can I find training for ServiceNow\u2019s CSM Module?\n            <span class=\"shortcode-accordion__header__arrow\" aria-hidden=\"true\"><\/span>\n        <\/button>\n    <\/h4>\n    <div class=\"shortcode-accordion__body\" id=\"shortcode-accordion-4-panel\" role=\"region\" aria-labelledby=\"shortcode-accordion-4-trigger\" inert>\n        <html><body>\n<p>Our training teams are currently working to create NAU-specific training videos, guides, and documentation. You can find our current resources on our <a href=\"https:\/\/in.nau.edu\/its\/onbase-migration-training\/\" target=\"_blank\" rel=\"noopener\">OnBase Migration Training Resources Webpage.<\/a> We\u2019ll be updating this site with new trainings as they\u2019re created.<\/p>\n<\/body><\/html>\n    <\/div>\n<\/div>\n\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<div class=\"eplus-bg-color-row bg-color-extra-light-gray\"><div class=\"eplus-bg-color-row-content\">\n<h5 style=\"margin-bottom: 0px\"><span style=\"color: #003366\">Training and Documentation<\/span><\/h5>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<hr \/>\n<p>You can view our in-house training materials on our dedicated OnBase Migration Training Resources webpage. This page will be continuously updated with new materials as they are published.<\/p>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-30px not-in-view\">\n<p><a class=\"shortcode-button\" href=\"https:\/\/in.nau.edu\/its\/onbase-migration\/training\" target=\"_blank\" rel=\"noopener\">Training Resources for the OnBase Migration Project \u203a<\/a><\/p>\n<\/div><\/div>\n<hr role=\"separator\" class=\"hr--transparent hr--transparent-15px not-in-view\">\n<div class=\"eplus-bg-color-row bg-color-extra-light-gray\"><div class=\"eplus-bg-color-row-content\">\n<h5 id=\"section-5\">Support and updates<\/h5>\n<hr \/>\n<p>For questions and concerns related to this project, you can get in touch with the project team by emailing <a href=\"mailto:GoogleMigration@nau.edu\">OnBaseRetirement@nau.edu<\/a>, and we&#8217;ll respond to your query. Additionally, this webpage will be regularly updated with information and resources related to this project.<\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; OnBase Retirement Project ITS is working alongside campus partners to migrate university business processes, automations, and document management out of OnBase and into ServiceNow. For more information on this change, read our full news release. Resources Frequently asked questions Have a question not listed below? Reach out to OnBaseRetirement@nau.edu, and one of our team [&hellip;]<\/p>\n","protected":false},"author":608,"featured_media":23535,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ring_central_script_selection":"","footnotes":""},"class_list":["post-23907","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/pages\/23907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/users\/608"}],"replies":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/comments?post=23907"}],"version-history":[{"count":27,"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/pages\/23907\/revisions"}],"predecessor-version":[{"id":24098,"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/pages\/23907\/revisions\/24098"}],"wp:attachment":[{"href":"https:\/\/in.nau.edu\/its\/wp-json\/wp\/v2\/media?parent=23907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}