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 assigned documents will be displayed below the list of documents:. To obtain the plugin, please contact the ProcessMaker sales department. The Community Edition can be found in this page. ProcessMaker cases will now be integrated into KnowledgeTree’s document knowlfdgetree system. The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. In the configuration dialog box, enter the connection information to access a KnowledgeTree server:.

Janual that this information was set in map types. Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. 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. In this example, two fields will be created, named Knowledgetrre Date and Place of Employment.

To have documents stored in folders it’s necessary to specify the path where documents manhal 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.

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

Checking the Generic Information: 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. Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored mankal KnowledgeTree.

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

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The Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders.

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 the DMS configuration is set, close the window and start a case. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application.

The Existing document fieldsets will be knowledgetres.

Click on a folder to see its files and subfolders. Dropdowns will list the ProcessMaker system and case variables. Once the path is defined, click on Save and the complete path will display at the top of the Knowledgettee configuration screen:. 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. Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss Once the Fieldset is created, new fields can be added.

To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin. ProcessMaker Enterprise Edition 2. 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:.

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

Storage in KnowledgeTree allows ProcessMaker knowlegetree to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations. Alternatively, it may be downloaded and stored on the local computer. Select rating Give 2. 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:.

This helps to organize documents uploaded to ProcessMaker according to the document type. In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:. Field names will be created once the Fieldset is created. 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.

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. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:.

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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.

Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: The General Information contains the case variables which were created when the case was executed. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user.

In this example, the name of the folder is processmaker and its subfolder is the username, which in this case is “admin”:. Installing required programs Install the KnowledgeTree requirements as the root user:.

Assign a variable from the process to fieldset:.

2.0/2.X – KnowledgeTree Integration

To download or view one of the documents, click on its Get button. Go to Browse Documents and look for the name of the folder defined in Destination Path. This information will be placed on the general knoaledgetree of the document uploaded inside Knowledge Tree where:.

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:.

Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. 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 knowledgetref document depending on the case variables chosen.

These documents are place inside of folders whose names can be configured when designing a process. Then, click on Save. First, install gcc if it isn’t already installed:.