Getting Started

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Getting Started

This topic lists the tasks that are typically performed after installing KnowledgeTree.

 

Note: This task list assumes you have successfully installed KnowledgeTree. See the KnowledgeTree Installation and Upgrade Guide for information on installing and upgrading KnowledgeTree.

 

Note: KnowledgeTreeLive account holders do not need to install or upgrade KnowledgeTree, and no server infrastructure, server configuration or license installation is required to start using KnowledgeTree. A KnowledgeTreeLive account provides you with on-demand access to the latest version of KnowledgeTree Commercial. For more information about the KnowledgeTreeLive service, see the KnowledgeTreeLive Quick Start Guide.

 

 

Perform the following tasks:

1.Change the default administrator password.

 

2.If you have installed KnowledgeTree Commercial, install your license (Trial or Subscription) to activate KnowledgeTree's commercial features.

Note: This task is not applicable for KnowledgeTreeLive.

 

3.Check that Indexing is working - to do this, view the Document Indexer Statistics in Administration - Search and Indexing. If you discover through this section that indexing is not working, you can troubleshoot the indexer by checking the Indexing-related reports and statistics in Administration - Search and Indexing.

Note: To start indexing, the Document Indexer retrieves the internal

server URL from the database - this value  displays and is editable in

Administration - System Configuration - General Settings.

If indexing does not start, or stops working, you can also check

the value set for the internal server URL in General Settings.

 

 

4.Enable emailing on the KnowledgeTree server, if this is not yet set up.

Note: This task is not applicable for KnowledgeTreeLive as email is pre-configured for KnowledgeTreeLive accounts.

 

5.Read plugins from the file system, and enable the plugins you want to use.

 

6.Verify Document Storage - this ensures consistency between the database and the repository.

Note: This task is not applicable for KnowledgeTreeLive.

 

7.Plan and add your organization's Unit folders, if applicable.

 

8.Plan and add your folder structure and your documents, using one or more of the following methods:
•migrate documents (see the KnowledgeTree Installation and Upgrade Guide)

Note: See the KnowledgeTree Installation and Upgrade Guide for more information.

 

•import documents from a server location

 

•perform a bulk upload (zipped folder)

Note: See the best practice tips for bulk uploads, on the KnowledgeTree wiki

 

•use KnowledgeTree Hot Folders to import content and metadata

Note: See the KnowledgeTree Client Tools Guide for information

on installing and using KnowledgeTree Hot Folders.

Commercial Editions Only

 

•use the KnowledgeTree Drop Box to drag and drop folders and documents into KnowledgeTree.

Note: See the KnowledgeTree Client Tools Guide for information

on installing and using KnowledgeTree Drop Box.

 

9.Plan and add the system metadata structure:
•add document types
•add fieldsets and add fields
•associate fieldsets with document types as required

 

9.Plan and add the workflows for your organization's business processes.

 

10.Perform administrative tasks, such as configuring views, adding or editing disclaimer text, and adding or editing Quicklinks.

 

11.Plan and add your organization's users and groups:
•add groups, and define whether the groups have system administrator privileges and/or Unit administrator privileges (as applicable)
•add and enable users
•add users to groups
•add roles, if required

 

Note: Users must be added to one or more groups; then, allocate folder permissions to the groups to allow users in the groups to view and work with content, e.g. to give a user at least the ability to view all folders, you need to add that user to a group that has at least the 'read' permission, and the 'folder details' permission on the root folder, and also on any unit folders that you want to allow the user to view in the system.

 

12.Plan and define the system's permissions structure
•add custom permissions, if required
•assign folder permissions

 

 

© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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