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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2.0/2.X – KnowledgeTree Integration
These fields will display information related to the manuaal created in ProcessMaker, so it’s important to give clear names which will be associated with case variables.
These documents are place inside of folders whose names can be configured when designing a process. 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:.
All assigned documents will be displayed below the list of documents:.
To obtain the plugin, please contact the ProcessMaker sales department. The document can be downloaded directly from KnowledgeTree and it knoqledgetree generic and general information about the file.
Go to Browse Documents and look for the name of the folder defined in Destination Path. By default, all documents managed by KnowledgeTree are placed in the “Default” category of Document Knowledgetre. This helps to organize documents uploaded to ProcessMaker according to the document type.
/2.X – KnowledgeTree Integration | [email protected]
In this example, tree types of the Field Set named Credit Card Application are displayed at knowledgerree bottom of the list:. In the dropdown select the Identification Input Document and click on assign to add the Input Document to the list below:. Free trials of the plugin are available.
Once the DMS configuration is set, close the window and start a case. Assign a variable from the process to fieldset:. This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. kjowledgetree
To download or view one of the documents, click on its Get button. 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.
The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. First, install gcc if it isn’t already installed:. 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.
It is important to knowledgettree Document Types to manage large amounts of documents, which will be uploaded or generated in ProcessMaker and stored in KnowledgeTree. In this example, the name of the folder is processmaker and its subfolder is the username, which in this knowledhetree is “admin”:. Installing KnowledgeTree Download the source knowleegetree file for KnowledgeTree, which will have a filename like kt-src-oss Click on Assigned Documentswhich is the default for Document Types.
Then, click on Save. The Existing document fieldsets will be listed:. To create other categories of Document Types, login to KnowledgeTree as the “admin” user and go to Admin. In the configuration dialog knowledgetrse, enter the connection information to access a KnowledgeTree server:. 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.
Adding metadata about documents creates a high-level storage structure for both KnowledgeTree and ProcessMaker. Alternatively, it may be downloaded and stored on the local computer.
The Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders.
Once the Fieldset is created, new fields can be added. Installing pstotext Since a package is not available for pstotext program, it will need to mannual compiled from source.
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. 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:. Select rating Give 2. 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:.
Checking the General Information: Checking the Generic Information: The two fields will be associated with ProcessMaker variables, so knowledgetrfe is recommended to use field names which can be easily associated with ProcessMaker variables. All KnowledgeTree folders to which the logged-in user has access are displayed.