Getting Started
Previous page Next page  Documentation Home Print this Topic

This section provides a high level walk-through of the system tasks that should be performed after installing or upgrading KnowledgeTree.

 

 

Task Overview

 

1.If this is a new installation, change the default login password in the Preferences Tab of KnowledgeTree's web interface.

Note: The default administrator credentials are created during installation (username

'admin'; password 'admin') to allow initial access through KnowledgeTree's Web interface.

•Login to the web interface.
•Click on the Preferences Tab to open the Preferences page; then, click Change your password.
•Enter your new password; then, click Set password.

Note: See Also - Changing the Default Administrator Password and Restoring the Default

Administrator Password.

 

2.If this is a new installation of KnowledgeTree Commercial; or, you have renewed your license; or, you have upgraded from KnowledgeTree Community Edition to KnowledgeTree Commercial, you will need to add the KnowledgeTree Commercial License key.

 

3.Configure Email Notification on the KnowledgeTree server.

 

4.For new installations and upgrades, re-read the Plugins list from the file system; then, enable the Plugins you want to use.

 

5.If this is a new installation or an upgrade, verify Document Storage to ensure consistency between the database and the repository.

 

6.If this is a new installation, configure your document management system metadata:
•add document types
•create fieldsets
•add fields
•associate the fieldsets with document types

 

7.If this is a new installation, you will need to create your organizational folder structure.

 

8.Create Workflows.

 

9.Add your content to the repository - upgrades and fresh installs, e.g. migrate or import documents

Note: KnowledgeTree Hot Folders (previously known as 'KnowledgeTree Document

Workflow Integration (DWI) Service') provides an efficient method of importing

documents and their metadata into the repository.

Note: For more information on this task, see the following topics in this

Manual: Bulk Upload, Import from Server Location; and check the community Wiki

(specifically, Best Practice for Bulk Uploads) for the latest tips on uploading a large

number of files.

 

10.Perform Admin Tasks - optional for upgrades and new installation
•configure views
•add or edit disclaimer text
•add or edit Quicklinks

 

11.Add Users and Groups (new installations)

 

12.Configure Permissions (new installations)

 

 

© 2008 KnowledgeTree Inc.
Creative Commons License
This work is licensed under a
Creative Commons Attribution 3.0 License.