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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Assign a variable from the process to fieldset:. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:. 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. 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.

Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree.

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 knowledgetref also possible manuql add case variables either system or process as folders names. To download or view one of the documents, click on its Get button. The Existing document fieldsets will be listed:.

2.0/2.X – KnowledgeTree Integration

Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker. 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.

Go to Browse Documents and look for the name of the folder defined in Destination Path. All KnowledgeTree folders to which the logged-in user has access are displayed.

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This information will be placed on the general information of the document uploaded inside Knowledge Tree where:.

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

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

Checking the General Information: 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:. Click on a folder to see its files and subfolders. To understand how the integration works, it is a good practice to create an example. Remember that this information was set in map types.

Please rate how useful you found this document: Free trials of the plugin are available. To obtain the plugin, please contact the ProcessMaker sales department. The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. By clicking on Assign Documents the list of Output and Input Documents created during the process will be listed.

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:. Checking the Generic Information: These documents are place inside of folders whose names can be configured when designing a process.

Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations.

Select rating Give 2. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type. The Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders.

The General Information contains the case variables which were created when the case was executed. Input and Output Documents which are configured to knowledgetrree managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. If a map type is created on Knowledge Tree it will be displayed on this list.

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Click on Destination path to specify a path where the document will be stored. 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. This helps to organize documents uploaded to ProcessMaker according to the document type. For example, a document type named Invoice can be created, which stores all documents related to invoices generated during the process.

All assigned documents knowkedgetree be displayed below the list of documents:. Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. Alternatively, it may be downloaded and stored on the local computer.

Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application. Once the path is defined, click on Save and the complete path will display at the top of the KnowledgeTree configuration screen:.

Knowledgetreee the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be knowledgrtree next to each fieldset. 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 Knowledgeyree is created. 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.

In the configuration dialog box, enter the connection information to access a KnowledgeTree server:.