Configuring KnowledgeTree Server Connection


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KnowledgeTree Microsoft® Office® 2007 Integration > Configuring KnowledgeTree Server Connection

This procedure adds and edits the connection to the KnowledgeTree repository - KnowledgeTreeLive or KnowledgeTree on-premise.

 

Pre-requisites:

A KnowledgeTreeLive account; or, KnowledgeTree on-premise installed
KnowledgeTree Office 2007 Add-In installed on the client machine where you are configuring this connection.

 

Perform the following steps:

1.On the client machine, open a Microsoft Office 2007 application.

 

2.Click the Settings dialog box launcher on the KnowledgeTree ribbon to open the KnowledgeTree Login Details dialog box.

 

3.Add or edit the following connection settings:

 

server URL - for KnowledgeTreeLive, use the following format: 'https://live.knowledgetree.com/<accountname>'; for KnowledgeTree on-premise, use the following format: 'http://<url>:<port>, eg 'http://dms.acme.com:8080'. You may want to substitute 'http://' with 'https://'

 

username and password

Note: Your username and password are the same as used to log in to KnowledgeTree's

web interface.

 

4.Click OK.

 

5.Test the connection you added / edited - click Test Connection.

Note: If the connection fails, ensure that you have the 'read' permission on the root folder

in KnowledgeTree.

 

 

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