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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This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. The Community Edition can be found in this page. 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.

Field names will be created once the Fieldset is created. By clicking on Assign Documents the list of Output and Input Documents created during the process will be listed.

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. 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

Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset.

Checking the Generic Information: To download or view one of the documents, click on its Get button. To save documents in KnowledgeTree, it is required to assign which ones of the process will be saved, they will be either Input Mqnual or Output Documents. These documents are place inside of folders whose names can be configured when designing a process. 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.

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Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker. Map Fields between DMS Metadata and ProcessMaker variables are created to map case variables to Mxnual, 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.

Knoeledgetree 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.

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.

Attach a Document in the Input Document Window and once it is uploaded, knowledgetrree message will be displayed: 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.

The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. All KnowledgeTree folders to which the logged-in user has access are displayed. Alternatively, it may be downloaded and stored on the local computer. 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:. In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:.

Free trials of the plugin are available.

In this example, two fields will be created, named Application Date and Place of Employment. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type.

Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case.

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

If there’s no Document Types defined, the only knowledgetre 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:.

Depending upon how the web knowledgetreee is configured, the document may be displayed in a browser plugin or a stand-alone application. Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations.

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ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. Please rate how useful you found this document: If a map type is created on Knowledge Tree it will be displayed on this list.

Once the Fieldset is created, new fields can knowledtetree added. Assign a variable from the process to fieldset:. Then, click on Save.

Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree. The General Information contains the case variables which were created when the case was executed. 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.

Once a khowledgetree 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:.

Dropdowns will list the ProcessMaker system and case variables. ProcessMaker Enterprise Edition 2. KnowledgeTree is no longer open source in any meaningful sense.

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. Once the path is defined, click on Save and the complete path will display at the top of the KnowledgeTree configuration screen:.

X, so that Input Documents and Output Documents which are used in ProcessMaker cases can be stored and managed in a centralized manner. Installing required programs Install the KnowledgeTree requirements as the root user:.

The Existing document fieldsets will be listed:.

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