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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All KnowledgeTree folders to which the logged-in user has access are displayed.

In this case a Field Set named Credit Card Application was created, so knpwledgetree created as field names will be displayed in the General Information section:. Dropdowns will list the ProcessMaker system and case variables. Assign a variable from the process to fieldset:. 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.

These fields will display information related to the process created in ProcessMaker, so it’s important to give clear names which will be associated with case variables.

The General Information contains the case variables which were created when the case was executed. It is important to create Document Types to manage large amounts of documents, which will be uploaded or generated in ProcessMaker and stored in KnowledgeTree.

The Existing document fieldsets will be listed:. Map Fields between DMS Metadata and ProcessMaker variables are created to map case variables to KnowledgeTree, in other words it’s possible to specify which variables will be used in knowledge tree to display specific information of an uploaded document depending on the case variables chosen.

To understand how the integration works, it is a good practice to create an example. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type.

Remember that this information was set in map types. First, install gcc if it isn’t already installed:. This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. Go to Knowledgettree Documents and look for the name of the folder defined in Destination Path. Checking the Generic Information: At this point Document Type is defined in the default type and Destination path as –not defined– because no path has been defined for storing the documents.

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The document can be downloaded directly from KnowledgeTree and it displays generic and general manal about the file.

All assigned documents will be displayed below the list of documents:. Once the Fieldset is created, new fields can be added. To download or view one of the documents, click on its Get button. For example, if a user wants to stored documents in a folder named ProcessMaker and on a subfolder with the user name, the path will be:. Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: Please knoledgetree how useful you found this document: Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker.

On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:. In the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:.

In this example, two fields will be created, named Application Date and Place of Employment. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. If there’s no Document Types manuaal, the only inowledgetree appearing on the list will be Default so choose Assigned Documents from Default knkwledgetree, the following list of options will display on the same window:. ProcessMaker cases will now be integrated into KnowledgeTree’s document management system.

Depending upon how the web manuual is configured, the document may be displayed in a browser plugin or a stand-alone application. To obtain the plugin, please contact the ProcessMaker sales department. Checking the General Information: The Community Edition can be found in this page. The two fields will be associated with ProcessMaker variables, so it is recommended to use field names which can be easily associated with ProcessMaker variables.

Once a case is running and a document is attached Input Document or generated Output Documentopen KnowledgeTree and go to destination path for the document to see its Generic Information:.

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The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss Alternatively, it may be downloaded and stored on the local computer.

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

Knowpedgetree the path is defined, click on Save and the complete path will display at the top of the KnowledgeTree configuration screen:. A file which is stored in KnowledgeTree will have a Get button to download it, whereas a file stored normally in ProcessMaker will have a Download button. To save documents in KnowledgeTree, it is required to assign which ones of the process will be saved, they will be either Input Documents or Output Documents.

ProcessMaker Enterprise Edition 2. Click on Destination path to specify a path where the document will be stored. Installing pstotext Since a package know,edgetree not available for pstotext program, it will need to be compiled from source. 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 the folders, by clicking on the “Case Variable” button it is also possible to add case variables either system or process as folders names.

Select rating Give 2. Installing required programs Install the KnowledgeTree requirements as the root user:. Once the DMS configuration is set, close the window and start a case. Free trials of the plugin are available.

2.0/2.X – KnowledgeTree Integration

In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:. X, so that Knowlwdgetree Documents and Output Documents which are used in ProcessMaker cases can be stored and managed in a centralized manner.

Then, click on Save. By clicking on Assign Documents the list of Output and Input Documents created during the process will be listed.