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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By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type.
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. If a map type is created on Knowledge Tree it will be displayed on this list. Configuring the metadata layer involves adding the document types, fieldsets and fields, so knowledgdtree ProcessMaker variables can be displayed next to each fieldset.
On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:. These knowlergetree will display information related to the process created in ProcessMaker, so it’s important to knoeledgetree 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. 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.
In this example, two fields will be created, named Application Date and Place of Employment. Go to Browse Documents and look for the name of the folder defined in Destination Path.
In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. To obtain the plugin, please contact the ProcessMaker sales department.
Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: Once the DMS configuration is set, close the window and start a case.
2.0/2.X – KnowledgeTree Integration
The Existing document fieldsets will be listed:. Checking the General Information: Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations.
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:. Please rate how useful you found this document: Once the Fieldset is created, new fields can be added. 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.
All KnowledgeTree folders to which the logged-in user has access are displayed. ProcessMaker Enterprise Edition 2. In this example, the name of the folder is processmaker and its subfolder is the username, which in this case is “admin”:. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case.
Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker. KnowledgeTree is no longer open source in any meaningful sense.
To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin.
To download or view one of the documents, click on its Get button. 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:.
ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. By clicking on Assign Documents the list of Output and Input Documents created during the process will be listed. Field names will be created once the Fieldset is created.
Dropdowns will list the ProcessMaker system mankal case variables. Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss For example, a document type named Invoice can be created, which stores mqnual documents related to invoices generated during the process.
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. The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file.
Once the path is defined, click on Save and the complete path will display at the top of the KnowledgeTree configuration screen:.
/2.X – KnowledgeTree Integration | [email protected]
This helps to organize documents uploaded to ProcessMaker according to the document type. Select rating Give 2. This information will be placed on the general knowledgstree of the document uploaded inside Knowledge Tree where:. These documents are place inside of folders whose names can be configured when designing a process. Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree.
Checking the Generic Information: X, so that Input Documents and Output Documents which are used in Manal cases can be stored and managed in a centralized manner. Free trials of the plugin are available. All assigned documents will be displayed below the list of 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 knowledge tree to display specific information of an uploaded document depending on the case variables chosen.
For example, if a user wants to stored documents in a folder named ProcessMaker and knowlsdgetree a subfolder with the user name, the path will be:. 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:.