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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First, install gcc if it isn’t already installed:.

The Community Edition can be found in this page. All KnowledgeTree folders to which the logged-in user has access are displayed. Once the Fieldset is created, new knowledgetrre can be added. 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 will display on the same window:.

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 knowlegetree, just specifying the name of the folders, by clicking on the “Case Variable” button it is also possible knowledgetrde add case variables either system or process as folders names. Remember that this information was set in map types. Field names will be created once the Fieldset is created. If a map type is created on Knowledge Tree it will be displayed on this list.

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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Installing pstotext Since a package is not available for pstotext program, it will need knowledgteree be compiled from source. In the configuration dialog box, enter the connection information to access a KnowledgeTree server:.

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

The Existing document fieldsets will be listed:. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. Free trials of the plugin are available. 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:. Then, click on Save. 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:.

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. Click on Destination path to specify a path where the document will be stored.

To download or view one of the documents, click on its Get button. This helps to organize documents uploaded to ProcessMaker according to the document type.

Click on a folder to see manuwl files and subfolders. Go to Browse Documents and look for the name of the folder defined in Destination Path. Assign a variable from the process to fieldset:.

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ProcessMaker Enterprise Edition 2. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:.

2.0/2.X – KnowledgeTree Integration

This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss For example, a manaul type named Invoice can be created, which stores all documents related to invoices generated during the process.

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.

Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset.

Knowledgteree create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin. KnowledgeTree is no longer open source in any meaningful sense. Please rate how useful you found this document: Once the DMS configuration is set, close the window and start a case.