by March 4, 2009 0 comments



In the past, we have talked a lot on document management software. If you are
looking for a simple document management solution with integrated work flow,
which even a novice can manage then KnowledgeTree (KT) is the one. Given the
simple interface of the updated version and its MS ADS integration, this one is
worth considering.

Installation
KnowledgeTree is available as an installable file for both Windows and Linux.
You also have the option of virtual appliance which can be downloaded from
Jumpbox. The Windows installation file of KT is available with this month’s DVD.
Simply double click on the installation file and follow the on-screen
instructions. And you are finished with the installation within minutes.

To configure KT, open up its web management interface from any Web browser.
Provide the username and password as ‘admin’. Once you are authenticated, KT
will automatically navigate you to the dashboard which gives an overview of the
system, such as, how much space is left on the storage device, tags, mail server
status, webdav connection information, system folder utilization, etc.

Direct Hit!

Applies To: Enterprises
Price: Free
USP: Learn to implement KT
Primary Link:
www.knowledgetree.com
Keywords:
KnowledgeTree

Creating folders and uploading files
Now take a scenario of a number of different users who store document on the
storage server. Now if everyone stores their documents in a single folder it
would result in a real mess. They can lose important documents. So you have to
create folder for every user. To create folder, navigate to ‘Browse Document’
tab and click on ‘Add a Folder’ link found on ‘Action on this folder’ section.
Provide a folder name (e.g. name of the user) and click on ‘Add Folder’ button.
Now for uploading files to this folder, click on ‘Upload Document’ link found on
the ‘Action on this folder’ section. Browse the document you want to upload, by
clicking on the ‘Browse’ button. Give a suitable document title, select the type
and click on ‘Add’ button. We will discuss later on how we can implement
entitling permission to users.

Managing users & ADS Authentication
There are different ways through which you can add users to this solution.
You can simply add users to the KT user database, or you can add users from LDAP
or MS ADS. Creating users within KT is quite simple. Navigate to the ‘DMS
Administration’ tab, click on ‘Manage user’ and then click on ‘Add new user’
link. Provide necessary details of the user, such as name, username, password
and email address, and then click on ‘Create user’.

The dashboard
gives you a comprehensive view of KT, such as, how much space is remaining
in your storage device, indexing statistics etc.

Now we show you how you can integrate KT to your existing MS ADS. First
navigate to the ‘DMS Administration’ > ‘Authentication’ and click on ‘Add a new
authentication source’ link. Give a suitable name to this authentication source,
and then select authentication provider as ‘ActiveDirectory Authentication’ and
click on ‘Add a new source’ button. Now KT will ask for the details that will be
required to connect to the ADS and authenticate users.

Under the client
tools settings, you can configure the web DAV, web services and many more.

In the server name field, provide the IP address of the ADS server, mostly
the port 389 is default. In case you have changed it, provide the same in the
server port field. Now on Base DN, provide the appropriate CN and DC, for
example, in our case it was ‘CN=Users, DC=domainname1, DC=local’. In the Search
User field, provide user the right to perform searching inside the LDAP
directory. In our test setup, it was administrator, hence the input string is as
follows: CN=administrator, CN=user, DC=domainname1,DC=local. Next specify the
password and let the search attributes be default and click on ‘Save’. Finally
you are done with the process.

In the plugins
option, you can enable or disable any plugin that is installed on the ICT
document management solution.

Now before you login with the credentials of the ADS, you have to add the
users to KT also. For this, navigate to ‘DMS Administration’ > ‘Manage user’ and
click on ‘Add from Source’ link. Now you have two options for importing user,
first to search for a particular user and then import a single user. Or you can
mass import; here we will mass-import the users. For this, check the mass import
check box and the click on ‘Search for users’. Next you will get the list of
users who exist on ADS. For importing the users, just check the check box
provided beside the name of user name and click on ‘Add’ button.

WebDAV on KT
KnowledgeTree also supports WebDAV. It is a protocol that allows users to
create, modify or delete documents on remote web server. By default WebDAV is
enabled, but the write permission in WebDAV is not enabled. For enabling the
write permission, navigate to the ‘DMS Administration’ > System Configuration’
and then click on client tools. In the WebDAV section, make the safe mode option
off which is by default on, and click on ‘Save Config Settings’. And you are
done with it.

In case the clients connecting to WebDAV server are on Windows XP or Vista,
then by default they do not support connection to Web DAV. Hence you have to
download a package called ‘Software Update for Web Folders’ from the Microsoft
site which will enable Windows access to WebDAV.

For connecting to WebDAV through Windows Vista machine, open up ‘My Computer’
and click on ‘Map network drive’. Next click on the link ‘Connect to a web site
…’ and then click on ‘Next’ button. Now choose ‘Choose a custom network
location’ and click on ‘Next’. Then copy the address for WebDAV provided on the
KT dashboard and paste it. And you are done finally.

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