KNOWLEDGETREE MANUAL PDF

If you decide not to commit the changes you made, use the cancel check-out option in the Document Actions menu to restore the document to the version prior to. KnowledgeTree Administrator Manual – June Table of Contents .. Upgrading KnowledgeTree OSS (manually installed) to KnowledgeTree. Professional. A dvanced Computer Systems œ Project Management. KnowledgeTree Document. Management System User. Manual. [KTDMS-SUM].

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The Community Edition can be found in this page. To understand how the integration works, it is a good practice to create an example.

Once the DMS configuration is set, close the window and start a case. These documents are place inside of folders whose names can be configured when designing a process.

First, install gcc if it isn’t already installed:. Free trials of the plugin are available. Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. Checking the General Information: Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application.

Go to Browse Documents and look for the name of the folder defined in Destination Path. Field names will be created once the Fieldset is created. Once a case is running and a document is attached Input Document or generated Output Document knnowledgetree, open KnowledgeTree and go to destination path for the document to see its Generic Information:.

The two fields will be associated with ProcessMaker variables, so it is recommended to use field names which can knowledgetrree easily associated with ProcessMaker variables.

Click on Assigned Documentswhich is the default for Document Types. Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset.

The Existing document fieldsets will be listed:.

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/2.X – KnowledgeTree Integration | [email protected]

To have documents stored in folders it’s necessary to specify the path where documents will be placed, it is possible to give a new path, just specifying the name of knowledgefree folders, by clicking on the “Case Variable” button it is also possible to add case variables either system or process as folders names.

If a map type is created on Knowledge Tree it will be displayed on this list. Once the path is defined, click on Save and the complete path will display at the top of the KnowledgeTree configuration screen:.

All KnowledgeTree folders to which the logged-in user has access are displayed. ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker. Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree.

Please rate knowleddgetree useful you found this document: Click on Destination path to specify a path where the document will be stored. KnowledgeTree was an open source Document Management System DMSwhich offered a simple web-based interface to provide access to documents for specified users in an organization.

Click on a folder to see its files and subfolders. If there’s no Document Types defined, the only one appearing on the list will be Default so choose Assigned Documents from Default option, the following list of options mankal display on the same window:. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user.

Knowledgefree document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. It can be installed by either clicking on Install from File and uploading the plugin file or by clicking on its Install Now button in the list of available plugins.

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2.0/2.X – KnowledgeTree Integration

For example, if a user wants to stored documents knowledgetrwe a folder named ProcessMaker and on a subfolder with the user name, the path will be:. ProcessMaker Enterprise Edition 2. Select rating Give 2. Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: Storage in KnowledgeTree allows ProcessMaker documents to be easily knkwledgetree by external applications and seamlessly integrated into an organization’s wider operations.

At this point Document Type is defined in the default type and Destination path as –not defined– because no path has been defined knowledgerree storing the documents. Dropdowns will list the ProcessMaker system and case variables. All assigned documents will be displayed below the list of documents:. Alternatively, it may be downloaded and stored on the local computer.

The General Information contains the case variables which were created when the case was executed. To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin. This helps to organize documents uploaded to ProcessMaker according to the document type. Installing required programs Install the KnowledgeTree requirements as the root user:. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type.

In the configuration dialog box, enter the connection information to access a KnowledgeTree server:. By clicking on Assign Documents the list of Output and Input Documents created during the process will be listed.

To download or view one of the documents, click on its Get button. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case.