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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If a map type is created knowledgegree Knowledge Tree it will be displayed on this list. Checking the Generic Information: Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: In the configuration dialog box, enter the connection information to access a KnowledgeTree jnowledgetree.

Please rate how useful you found this document: The Community Edition can be found in this page. All KnowledgeTree folders to which the logged-in user has access are knowledgegree. In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:.

Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source.

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.

All assigned documents will be displayed below the list of documents:. First, install gcc if it isn’t already installed:.

Click on a folder to see its files and subfolders. In this example, the name of the folder is processmaker and its subfolder is the username, which in this case is knowlrdgetree.

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. Installing required programs Install the KnowledgeTree requirements as the root user:. knowledgettee

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

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 Destination path to specify a path where the document will be stored. In this example, two fields will be created, named Application Date and Place of Employment. 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.

Once the path is defined, click on Save and the complete path will display at the top of the KnowledgeTree configuration screen:. Click on Assigned Documentswhich is the default for Document Types.

The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. To understand how the integration works, it is a good practice to create an example. X, so that Input Documents and Output Documents which are used in ProcessMaker cases can be stored and managed in a centralized manner. Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations.

Go to Browse Documents and look for the name of the folder defined in Destination Path. 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 Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders.

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. In this case a Field Set named Credit Card Application was created, so information created as field names will be displayed in the General Information section:. For example, a document type named Invoice can be created, which stores all documents related to invoices generated during the process. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application.

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

Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset. These documents are place inside of folders whose names can be configured when designing a process.

Assign a variable from the process to fieldset:. ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin.

2.0/2.X – KnowledgeTree Integration

This helps to organize documents uploaded to ProcessMaker according to the document type. To obtain the plugin, please contact the ProcessMaker sales department. Dropdowns will list the ProcessMaker system and case variables. Checking the General Information: KnowledgeTree is no longer open source in any meaningful sense. 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.

Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss To download or view one of the documents, click on its Get button.