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This topic explains the KnowledgeTree Client Tools for Windows user interface, and describes the document management actions you may perform through this interface.
Commercial Editions Only
KnowledgeTree Explorer provides a familiar, Windows Explorer-type view of KnowledgeTree's Web-based repository, and allows you to work with content in the KnowledgeTree as though you're working on your local computer, without having to log in through KnowledgeTree's Web interface.
How do I log in to KnowledgeTree Explorer?
The KnowledgeTree Explorer User Interface
KnowledgeTree Explorer uses the same hierarchical file and folder structure as KnowledgeTree's Web-interface, in a familiar Explorer-type interface. Folders display in the left pane, and the contents of a currently selected folder displays in the right pane.
Figure: KnowledgeTree Explorer Right Pane Columns
Right Pane Columns
The right pane in the KnowledgeTree Explorer interface provides the following columns:
Name
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Content
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Filename
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The unique name of the file on the file system.
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Size
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The size of the file.
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Display Name
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A user defined title for the document. This is the name that displays in the Title column in the Browse Documents tab in KnowledgeTree. The default is the filename.
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Status
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Defines whether or not the document is checked out, and by whom.
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Permissions
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Indicates the permissions of the logged in user on the currently selected file.
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Type
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The file type.
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Modified
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The last date this document was edited.
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Modified By
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The name of the last user who edited this document.
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Created
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The date this document was first added to the repository.
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Created By
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The KnowledgeTree user name of the user who added the document to the repository.
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Description
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A user defined description of the content of the file. The description defaults to the file name.
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Toolbar: Menus, Fields, Buttons
The table describes the functionality available in the menus and buttons in the KnowledgeTree Explorer interface:
Click...
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Result
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Location menu
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Connect
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Opens the KnowledgeTree Server Connections dialog, where you can configure (add/remove/test) server connections with the KnowledgeTree Document Management System, or connect to the server.
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Browse
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Open KnowledgeTree
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Opens KnowledgeTree's Web interface.
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Show My Check-outs
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Opens the Checked Out folder on your local computer - displays your currently checked out files.
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Show My Downloads
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Opens the Downloaded folder on your local computer - displays files downloaded from KnowledgeTree.
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New
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Document
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Allows you to navigate to a locally stored document that you want to add to KnowledgeTree.
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Folder
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Opens the Folder Properties dialog box - define a name for the folder you're adding; then, click Ok to add the folder.
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Refresh
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Reloads content from the repository, providing an updated view.
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Close
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Closes KnowledgeTree Explorer.
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Tools menu
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Reload Tools
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If you have added plugins, clicking Reload Tools updates the plugins list, and activates the plugin to make it usable.
Note: By default, the plugins list is automatically updated when KnowledgeTree Explorer is closed. New plugins are activated the next time you open the system.
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Scan Document into this location ...
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Launches KnowledgeTree Desktop Imaging, and opens the native interface of your scanner hardware.
Use this tool to scan hard-copy documents directly into the repository.
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Help menu
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KnowledgeTree Commercial Support
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Opens KnowledgeTree's issue management system, where you can log an issue or request assistance.
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Online Manuals and User Guides
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Opens the KnowledgeTree website Resources page, where you can find all KnowledgeTree Manuals and Guides.
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Reactivate Hints
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Activates the pop up hints that exist for some actions in KnowledgeTree Explorer.
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Network Diagnostics
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Opens your operating system's Help and Support Center Network Diagnostics screen. Follow the onscreen instructions to perform a system scan on network usage and conditions.
When scan completes, save the report to file for error analysis.
Note: You may be asked to send this file to a specific requesting member of KnowledgeTree Support. The file contains private information about your network and should not be distributed to anyone other than the requesting KnowledgeTree support staff member.
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About KnowledgeTree
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Opens the KnowledgeTree website Home page.
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About KnowledgeTree Tools
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Opens the system information screen for your version of KnowledgeTree Tools.
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Connect button
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Opens the KnowledgeTree Server Connections dialog box, where you can define or select the server connection to the Web-based KnowledgeTree repository.
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Location field
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Displays the path to the currently selected file/folder. You can also type the path in this field and click the adjacent arrow to go directly to the specified file/folder.
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Quick Search field
Note: Advanced Search is currently not available in KnowledgeTree Client Tools for Windows.
Note: KnowledgeTree is only able to search the text of scanned documents if you are using Microsoft Office 2003.
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Click in the field to specify a search term; then, click the adjacent search icon to display search results.
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Copy
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Copies the item you select in the window to the clipboard.
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Paste
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Pastes the item you copied or cut, from the clipboard.
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Delete selected items
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Removes the items you selected from the server.
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Toggle View Modes
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Click the down arrow adjacent to the toolbar icon to select toggle options in the drop down menu.
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Navigate to root folder
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Goes to the root folder for the currently selected document or folder
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Navigate to the current folders parent
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Goes to the parent folder for the currently selected folder.
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Toggle the left pane folder browser
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Toggles the left pane folder view to display or hide it.
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Left Pane: Right Click Menu
The table describes the functionality available when right clicking on a folder in the left pane of the KnowledgeTree Explorer interface.
Click...
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to ...
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Open in KnowledgeTree Web
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open KnowledgeTree's Web-interface at the location of the currently selected file/folder.
Note: You need to log in to access KnowledgeTree's Web.
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New Folder...
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open the Folder Properties dialog box, where you can define a folder name; then, click Ok to add the folder.
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Right Pane: Right Click Menu
The table describes the functionality available when right clicking on a folder in the right pane of the KnowledgeTree Explorer interface.
Select ...
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... to
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Open a read-only copy for viewing
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... save a read-only copy of the file locally, to the My KnowledgeTree Downloads folder, and open the document.
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Check-Out and Open for edit
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... save a read/write copy of the file to the MyKnowledgeTreeDocuments \ CheckedOut folder and open the document.
Note: This action changes the status of the file in the repository to Checked out by ...[name of user].
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Open in KnowledgeTree Web
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... open KnowledgeTree's Web-interface at the Login page. Log in to view the currently selected document's Display Details page in Browse Documents.
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Browse My KnowledgeTree Documents
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... open the My KnowledgeTree Documents folder, to access checked out and downloaded documents.
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New
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Document
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... navigate to a document on your local computer to add it to the KnowledgeTree repository.
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Folder
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... open the Folder Properties dialog box. Define a folder name; then, click Ok to add the folder.
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Save a copy Locally...
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... open the My KnowledgeTree Documents\Downloaded folder in your operating system's Save As dialog box. Click Save to store the file at this location, or browse to select an alternative save location.
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Copy URI
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... place the URL link to the currently selected document onto your clipboard - e.g. http://localhost:8080/view.php?fDocumentId=4
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Copy
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... copy a read-only version of the currently selected document to the clipboard.
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Paste
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... paste a document you copied or cut from a location in KnowledgeTree Explorer another location on your local computer, or paste it elsewhere in KnowledgeTree Explorer.
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Rename
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... open the Details tab in the Document Properties dialog box, where you can change the document's short name, description, and file name.
See also:
Rename
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Delete
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... remove a currently selected document from the server.
See also:
Delete
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Refresh
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... update the document with any changes that have been made since you started your current working session in the repository.
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Check-In
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... check the document back into the repository from the CheckedOut folder on your local computer.
See also:
Check in
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Check-Out to location
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... check out a document to the CheckedOut folder on your local computer.
See also:
Check out
Note: Checked out documents are highlighted.
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Cancel Check-Out
Note: This option is enabled only if the document is currently checked out.
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... override the check-out status of the selected document and restore the pre-checkout version in the repository. Changes made to the local copy of the document are not saved.
See also:
Cancel Check out
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Copy within KnowledgeTree
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... open a new connection to KnowledgeTree Explorer. Navigate to the destination folder. Click Ok to complete the action.
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Move within KnowledgeTree
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... open a new connection to KnowledgeTree Explorer. Navigate to the new location for the document you're moving. Click Ok to complete this action.
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Properties
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... view/edit information about the currently selected document, in the Document Properties dialog box.
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