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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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, knowlledgetree 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.

The Community Edition can be found in this page. Installing pstotext Since a package is not available for pstotext program, it will need to knowledgetrree compiled from source. Once the Fieldset is created, new fields can be added. KnowledgeTree was an open source Document Management System DMSwhich offered a simple web-based interface to provide access manuap documents for specified users in an organization.

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

All assigned documents will be displayed below the list of documents:. Then, click on Save. Majual the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:. Click on Destination path to specify a path where the document will be stored. To understand how the integration works, it is a good practice to create an example.

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2.0/2.X – KnowledgeTree Integration

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. By default, all manuaal managed by KnowledgeTree are placed in the “Default” category of Document Type.

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:. ProcessMaker Enterprise Edition 2.

ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. 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.

This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. Please rate how useful you found this document: Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss Field names will be created once the Fieldset is created.

Assign a variable from the process to fieldset:. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case.

Select rating Give 2. 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. Knowleedgetree in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into knowledegtree organization’s wider operations. 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.

Click on Assigned Documentswhich is the default for Document Types.

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

Once the path is defined, click on Save and the complete path will display at the top of the KnowledgeTree configuration screen:. In this example, the name of the folder is processmaker and its subfolder is the username, which in this mabual is “admin”:.

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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 Knoweldgetree or Output Documents. To obtain the plugin, please contact the ProcessMaker sales department. 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:.

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

The two fields will be associated with ProcessMaker variables, so it is recommended to knosledgetree field names which can be easily associated with ProcessMaker variables. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application. Once the DMS configuration is set, close the window and start a case. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:.

Knowlrdgetree clicking on Assign Documents the list of Output manuql Input Documents created during the process will be listed. 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:.

The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user.