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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In the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:.
2.0/2.X – KnowledgeTree Integration
If a map type is created on Knowledge Tree it will be displayed on this list. 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:. Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: Knoeledgetree the path is defined, kowledgetree on Save and the complete path will display at the top of the KnowledgeTree configuration screen:.
Depending upon how the web knowledgehree is configured, the document may be displayed in a browser plugin or a stand-alone application. This helps to organize documents uploaded to ProcessMaker according to the document type. All KnowledgeTree folders to which the logged-in user has access are displayed. 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.
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. It can be installed by knowledgehree clicking on Install from File and uploading the plugin file or by clicking on its Install Now knowlegetree in the list of available plugins.
To create other categories of Document Types, login manial KnowledgeTree as the “admin” user and go to Admin. The Existing document fieldsets will be listed:.
/2.X – KnowledgeTree Integration | [email protected]
Alternatively, it may be downloaded and stored on the local computer. Select rating Give 2. Field names will be created once the Fieldset is created. ProcessMaker Enterprise Edition 2. Click on a folder to see its files and subfolders.
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.
In this example, two fields will be created, named Application Date and Place of Employment. Installing required programs Install the KnowledgeTree requirements as the root user:. Assign a variable from the process to fieldset:. 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:.
Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker. Checking the General 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. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:. X, so that Input Knowledgeetree and Output Documents which are used in ProcessMaker cases can be stored and managed in a centralized manner.
Click on Assigned Documentswhich is the default for Document Types. In the configuration dialog box, enter the connection information to access a KnowledgeTree server:.
To obtain the plugin, please contact the ProcessMaker sales department. Defining Map Fields where ProcessMaker variables will be used to show some konwledgetree information about the document s stored in KnowledgeTree.
The Community Edition can be found in this page. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case.
knowledgetrde If there’s no Document Types defined, the only one appearing on the list will be Default so choose Assigned Documents from Manusl option, the following list of options will display on the same window:.
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.
Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset. Please rate how useful you found this document: Remember that this information was set in map types. Once a case is running and a document is attached Input Document or generated Output Document knowledgrtree, open KnowledgeTree and go to destination path for the document to see its Generic Information:.
Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss ProcessMaker cases will now be integrated into KnowledgeTree’s document management system.
The General Information contains the knowledgetree variables which were created when the case was executed. 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.
To download or view one of the documents, click on its Get button.
First, install gcc if it isn’t already installed:. Once the Fieldset is created, new fields can be added. Go to Browse Documents and look for the name of the folder defined in Destination Path. Once the DMS configuration is set, close the window and start a case. The document can be downloaded directly from KnowledgeTree and it displays generic and general information knowedgetree the file.
KnowledgeTree is no longer open source in any meaningful sense. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user.