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For more information on setting up KnowledgeTree document management system for use within your organization, see the online KnowledgeTree Administrator Manual, or download the PDF.
On KnowledgeTreeLive, you would perform the following tasks:
| • | Check that Indexing is working |
Note: To do this, go to DMS Administration - Search and Indexing to
view the Document Indexer Statistics report. To troubleshoot the Indexer,
check the indexing-related reports in DMS Administration. See the
KnowledgeTree Administrator Manual for more information on Indexing.
| • | View, enable, and disable the available plugins |
| • | Plan and add your organization's Unit folders, if applicable. |
| • | Plan and add your folder structure and your documents, using one or more of the following methods: import documents from a server location, bulk upload a zipped folder, use KnowledgeTree Hot Folders to import content and metadata, use the KnowledgeTree Drop Box to drag and drop folders and documents into KnowledgeTree. |
| • | Plan and add the system metadata structure: add document types, fieldsets, and fields; associate fieldsets with document types as required. |
| • | Plan and add the workflows for your organization's business processes |
| • | Perform administrative tasks, such as configuring views, adding or editing disclaimer text, and adding or editing quicklinks. |
| • | Plan and add your organization's users and groups: add groups and users, then add users to groups; add roles, if required |
| • | Plan and define the system's permissions structure: add custom permissions, if required; then, assign folder permissions to groups and/or role |
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