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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ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:.

Knowledgetrree default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type. 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:.

All assigned documents will be displayed below the list of documents:. Free trials of the plugin are available. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application.

The Community Edition can be found in this page. Field names will be created once the Fieldset is created.

2.0/2.X – KnowledgeTree Integration

If a map type is created on Knowledge Tree it will be displayed on this list. 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.

The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. In the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:.

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. 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. The Existing document fieldsets will be listed:. Installing required programs Install the KnowledgeTree requirements as the root user:.

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This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. For example, a document type named Invoice can be created, which stores all documents related to invoices generated during the process. 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. Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset.

To download or view one of the documents, click on its Get button. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case.

Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker.

By clicking on Assign Documents the list of Output and Input Documents created during the process will be listed. Checking the Generic Information: Remember that this information was set in map types.

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. Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. The Input Documents and Output Documents which are knowoedgetree to be managed by KnowledgeTree will now appear in folders.

KnowledgeTree is no longer open source in any meaningful sense. Alternatively, it may be downloaded and stored on the local computer. Click on a folder to see its files and subfolders. Dropdowns will list the ProcessMaker system and case variables.

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In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:. 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. To obtain the plugin, please contact the ProcessMaker sales department. Once the Fieldset is created, new fields can be added. Then, click on Save. If there’s no Document Types defined, the only one appearing on the list will be Manua so choose Assigned Documents from Default option, the following list of options will display on the same window:.

Click on Assigned Documentsmmanual is the default for Document Types.

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

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. 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:.

In the configuration dialog box, enter the connection information to access a KnowledgeTree server:. The General Information contains the case variables which were created when the case was executed. 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. This helps to organize documents uploaded to ProcessMaker according to the document type.