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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2.0/2.X – KnowledgeTree Integration

Installing KnowledgeTree Download the knowlergetree code file for KnowledgeTree, which will have a filename like kt-src-oss Checking the General Information: The Community Edition can be found in this page.

Click on a folder to see its files and subfolders. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin.

If there’s no Document Types defined, the only one appearing knnowledgetree the list will be Default so choose Assigned Documents from Knowedgetree option, the following list of options will display on the same window:.

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. For example, a document type named Invoice can be created, which stores all documents related to invoices generated during the process.

Once the DMS configuration is set, close knowledgetrfe window and start a case. Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source.

In this example, tree types of the Field Set named Credit Card Application are displayed knoowledgetree the bottom of the list:. 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:.

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Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker. The General Information contains the case variables which were created when the case was executed. The Input Documents and Output Documents which are configured to be manuaal by KnowledgeTree will now appear in folders. In the configuration dialog box, enter the connection information to access a KnowledgeTree server:. 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.

Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree. To understand how the integration works, it is a good practice to create an example.

Click on Assigned Documentswhich is the default for Document Types. Remember that this information was set in map types. Free trials of the plugin are available.

Dropdowns will list the ProcessMaker system and case knowledgeyree. ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. 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:.

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 save documents in KnowledgeTree, it is required to assign which ones of the process will be saved, they knowlecgetree be either Input Documents or Output Documents.

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 mnaual tree to display specific information of an uploaded document depending on the case variables chosen.

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Then, click on Save. Go to Browse Documents knowedgetree look for the name of the folder defined in Destination Path. Checking the Generic Information: Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations. Field names will be created knodledgetree the Fieldset is created. 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:.

All KnowledgeTree folders to which the logged-in user has access are displayed. Alternatively, it may be downloaded and stored on the local knowledegtree. 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. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application.

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

The manusl can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. In the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:. 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, 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.

These documents are place inside of folders whose names can be configured when designing a process.