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 two fields will be associated with ProcessMaker variables, so it is recommended to use field names which can be easily associated with ProcessMaker variables.

Dropdowns will list the ProcessMaker system and case variables. Select rating Give 2.

To download or view one of the documents, knowledgetere on its Get button. Click on a folder to see its files and subfolders.

First, install gcc if it isn’t already installed:.

/2.X – KnowledgeTree Integration | [email protected]

In the dropdown select the Identification Input Document and click on assign to add the Input Document to the amnual below:. This helps to organize documents uploaded to ProcessMaker according to the document type. Once the Fieldset is created, new fields can be added. A file which is knowlddgetree in KnowledgeTree will have a Get button to download it, whereas a file stored normally in ProcessMaker will have a Download button. 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.

Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization’s wider operations.

X, so that Input Documents and Output Documents which are used in ProcessMaker cases can be stored and managed in a centralized manner. The General Information contains the case variables which were created when the case was executed.


KnowledgeTree was an knowlegetree source Document Management System DMSwhich offered a simple web-based interface to provide access to documents for specified users in an organization.

2.0/2.X – KnowledgeTree Integration

To save documents in KnowledgeTree, knowledgetref is required to assign which ones of the process will be saved, they will be either Input Documents or Output Documents. Checking the Generic Msnual 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:.

The Community Edition can be found in this page. Assign a variable from the process to fieldset:.

In this example, the name of the folder is processmaker and its subfolder is the username, which in this case is “admin”:. 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. 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:. In this example, tree types of the Field Set named Credit Card Application are displayed at the bottom of the list:.

Field names will be created once the Fieldset is created. By default, all manuql managed by KnowledgeTree are placed in the “Default” category of Document Type. 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. 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.


The document can be downloaded directly from KnowledgeTree and it displays generic and general information about the file. ProcessMaker cases will now be integrated into KnowledgeTree’s document management system.

This information will be placed on the general information of the document uploaded inside Knowledge Tree where:. In the configuration dialog box, enter the connection information to access a KnowledgeTree server:. The Input Documents and Output Documents which are configured to be managed by KnowledgeTree will now appear in folders. Defining Map Fields where ProcessMaker variables will be used to show some specific information about the document s stored in KnowledgeTree.

On the second menu-option, next to Case Scheduler option, DMS configuration option will be enable as the image below:. Installing required programs Install the KnowledgeTree requirements as the root user:. If a map type is created on Knowledge Tree it will be displayed on this list. Remember that this information was set in map types.

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.

Installing KnowledgeTree Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss