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 this example, two fields will be created, named Application Date and Place of Employment. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type.
In the configuration dialog box, enter the connection information to access a KnowledgeTree server:. ProcessMaker cases will now be integrated into KnowledgeTree’s document management system.
Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. Checking the General Information: All assigned documents will be displayed below the list of documents:.
To understand how the manusl works, it is a good practice to create an example. If there’s manyal Document Types defined, the only one appearing on the list will be Default so choose Assigned Documents from Default option, the following list knowlfdgetree options will display on the same window:. Please rate how useful you found this document: 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.
On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:. To download or view one of the documents, click on its Get button. The two fields will be associated with Knowledgteree variables, so it is recommended to use field names which can be easily associated with ProcessMaker variables.
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 information will be placed on the general information of the document uploaded inside Knowledge Tree where:.
Once the DMS configuration is set, close the window and start a case. 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:.
Installing pstotext Since a package is not available knowleddgetree pstotext program, it will need to be compiled from source.
2.0/2.X – KnowledgeTree Integration
The Existing document fieldsets will be listed:. The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file.
Alternatively, it may be downloaded and stored on the local computer.
Once the path is defined, click on Save and the complete manul will display at the top of the KnowledgeTree configuration screen:. 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.
Click on Destination path to specify a path where the document will be stored.
/2.X – KnowledgeTree Integration | [email protected]
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. These documents are place inside of folders whose names can be configured when designing a process.
Free trials of the plugin are available. Go to Browse Documents and look for the name of the folder defined in Destination Path. Assign a variable from the process to fieldset:. KnowledgeTree is no longer open source in any meaningful sense. 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.
Once the Fieldset is created, new fields can be added. In this example, the name of the folder is processmaker and its subfolder is the username, which in this case is “admin”:. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user.