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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ProcessMaker cases will now be integrated into KnowledgeTree’s document management system. Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations. A file which knowlegetree stored in KnowledgeTree will have a Get button to download it, whereas a file stored normally in ProcessMaker will have a Download button. Checking the General Information: Assign a variable from the process to fieldset:.
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. Manuap default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Type.
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 kniwledgetree document to see its Generic Information:. Once the DMS configuration is set, close the window and start a case. To obtain the plugin, please contact the ProcessMaker sales department. On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:.
Dropdowns will list the ProcessMaker system and case variables. Configuring the metadata layer involves adding the document types, fieldsets and fields, so that ProcessMaker variables can be displayed next to each fieldset. In the configuration manial box, enter the connection information to access a KnowledgeTree server:.
Click on Destination path to specify a path where the document will be stored. Once the path is defined, click on Save and the complete knowledgetrer will display at the top of the KnowledgeTree configuration screen:. 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. Free trials mamual the plugin are available. All KnowledgeTree folders to which the logged-in user has manuao are displayed.
To understand how the integration works, it is a good practice to create an example. In the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:. 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 Knowledgetred button it is also possible to add case variables either system or process as folders names.
The Existing document fieldsets will be listed:.
/2.X – KnowledgeTree Integration | [email protected]
Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss Click on Assigned Documentswhich is the default for Document Types. Installing required programs Install the KnowledgeTree requirements as the root user:.
For example, a document type named Invoice can be created, which stores all documents related to invoices generated during the process. Please rate how useful you found this document: Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. Alternatively, it may be downloaded and stored on the local computer.
2.0/2.X – KnowledgeTree Integration
Checking the Generic Information: 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:. 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.
KnowledgeTree is no longer open source in any meaningful sense. 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.
At this point Document Type janual defined in the default type and Destination path as –not defined– because no path has been defined for storing the documents. This helps to organize documents uploaded to ProcessMaker according to the document type. The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. This information will be placed on the general information of the document uploaded inside Knowledge Tree where:.
Installing pstotext Since a package is not available for pstotext program, it will need to be compiled from source. The General Information contains the case variables which were created when the case was executed. All assigned documents will be displayed below the list of documents:. Select rating Give 2. First, install gcc if it isn’t already installed:.
In this case a Field Set named Credit Card Application was created, so information created as knowledgetres names will be displayed in the General Information section:. The Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders.
These fields will display information related to the process created in ProcessMaker, so it’s important to give clear names which will be associated with case variables.
Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree. The Community Edition can be found in this page. Click on a folder to see its files and subfolders. The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin.
In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:. Attach a Document in the Input Document Window and once it is uploaded, this message will be displayed: Remember that this information was set in map types.