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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The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. 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. Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations.
Remember that this information was set in map types. In this example, two fields will be created, named Application Date and Place of Employment. In the configuration dialog manhal, enter the connection information to knowkedgetree a KnowledgeTree server:. The General Information contains the case variables which mahual created when the case was executed. Free trials of the plugin are available.
These documents are place inside of folders whose names can be configured when designing a process. 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:. 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:.
Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. To obtain the plugin, please contact the ProcessMaker sales department.
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.
/2.X – KnowledgeTree Integration | [email protected]
Once the Fieldset is created, new fields can be added. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type. Click on Destination path to specify a path where the document mabual be stored. In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:. All KnowledgeTree folders to knowledgetrree the logged-in user has access are displayed. 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:.
If a map type is created on Knowledge Tree it will be displayed on this list.
2.0/2.X – KnowledgeTree Integration
Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss KnowledgeTree is no longer open source in any meaningful sense. 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:.
To download or view one of the documents, click on its Get button. In this example, the name of the folder is processmaker and its subfolder is the username, which in this case is “admin”:.
Checking the Generic Information: Click on Assigned Documentswhich is the default for Document Types. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application.
Go knowledgrtree Browse Documents and look for the name of the folder defined in Destination Path. Select rating Give 2. To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin.
Knowledgetrfe two fields will be associated with ProcessMaker variables, so it is recommended to use field names which can be easily associated with ProcessMaker variables. Mznual the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset. The Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders.
For example, a document type named Invoice can be created, which stores all documents related to invoices generated during the process. Checking the General Information: By clicking on Assign Documents the list of Output and Input Documents created during the process will be listed.
Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree. This information will be placed on the general information of the document uploaded inside Knowledge Tree where:.
In the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:. 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. Please rate how useful you found this document: Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker.
ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. To knowledgetgee how the integration works, it is a good practice to create an example. The Existing document fieldsets will be listed:. Installing required programs Install the KnowledgeTree requirements as the root user:. X, so that Input Documents and Output Documents which are used in ProcessMaker cases can be stored and managed in a centralized manner.
It is important to create Document Types to manage large amounts of documents, which will be uploaded or generated in ProcessMaker and stored in Manial. 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. Assign a variable from the process to fieldset:.
To save documents in KnowledgeTree, it is required to assign which ones of the process will be saved, they will be either Input Documents or Output Documents. Installing pstotext Since a package knowledgetree not available for pstotext program, it will need to be compiled from source.