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.X – KnowledgeTree Integration | [email protected]

In the configuration dialog box, enter mannual connection information to access a KnowledgeTree server:. Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker.

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.

Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset. The two fields will be associated with ProcessMaker variables, so it is recommended to use field names which can be easily associated with ProcessMaker knowledgetrre.

Go to Browse Documents and look for the name of the folder defined in Destination Path. Checking the Generic Information: Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. Assign a variable from the process to fieldset:. The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. To understand how the integration works, it is a good practice to create an example.

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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. Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: The Existing document fieldsets will be listed:.

ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. Remember that this information was set in map types.

Field names will be created once the Fieldset is created.

For kbowledgetree, a document type named Invoice can be created, which stores all documents related to invoices generated during the process. To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin. A file which knowledgetre stored in KnowledgeTree will have a Get button to download it, whereas a file stored normally in ProcessMaker will have a Download button.

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

In this example, two fields will be created, named Application Date and Place of Employment. 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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Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application.

Click on Assigned Documentswhich is the default for Document Types. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. First, install gcc if it isn’t already installed:. In this example, tree types of the Field Set named Credit Janual Application are displayed at the bottom of the list:.

2.0/2.X – KnowledgeTree Integration

Then, click on Save. The Community Edition can be found in this page. Dropdowns will list the ProcessMaker system and case variables.

knowledgetrree Installing required programs Install the KnowledgeTree requirements as the root user:. ProcessMaker Enterprise Edition 2. The Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user.

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