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knowledgeLree

ackage LvaluaLlon

Complled by !ason !oseph Anusha loolngh Marcelle Sears

2011
8ralnSLreeL

11/23/2011
TabIe of Contents
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KnowledgeTree Evaluation ......................................................................................................... 2
Basic Functionality .................................................................................................................. 3
User ..................................................................................................................................... 3
Admin .................................................................................................................................. 5

nowIedgeTree EvaIuation


nowIedgeTree editions:

1. nowIedge Tree CommerciaI
2. nowIedge Tree Community

nowIedgeTree CommerciaI Edition

O ncludes KnowledgeTree Client Tools and additional document management
functionality.


asic FunctionaIity
User
nowIedgeTree Search
a. Running a Quick (Simple) Search
b. Running an Advanced Search
c. Viewing Previous Search Results
d. Running a Complex Search
e. Saving a Search
f. Running a Saved Search
g. Managing Saved Searches
h. Toggling Search Results Format
nowIedgeTree Web Interface
i. Dashboard
i.Notifications and Alerts
ii.Configuring the Dashboard
iii.Adding/Editing Quicklinks
b. Tag Clouds
i. Adding Tags
ii.Using Tags
c. RSS Feeds
i.Adding External RSS Feeds
ii.Viewing / Editing / Deleting Existing RSS Feeds
iii.Generating and RSS link to View RSS Feeds on KnowledgeTree Content
Externally
iv.Viewing / Deleting / Adding Subscriptions
d. Browse Documents
i.Configuring the Browse View
ii.Working with Folders
1. Viewing Folder Details and Folder Content
2. Viewing Folder Transaction History
3. Adding Documents to KnowledgeTree Folders
4. Adding Folders
5. Adding Shortcuts (Symbolic Links)
6. Bulk Downloading Folders
7. Bulk Uploading
8. Creating documents online
9. Viewing Folder Permissions
10. Renaming Folders
11. Viewing Folder Permissions
12. Renaming Folders
13. Viewing Folder Usage nformation
e. Working in Documents
i.Viewing Document Details
ii.Viewing Document Thumbnails
iii.nstant View
iv.Viewing/Editing Documents Online
v.Viewing Document Permissions
vi.Viewing a Document Transaction History
vii.Viewing Roles
viii.Downloading Documents
ix.Configuring Alerts
x.Archiving Documents
xi.Changing Document Ownership
xii.Checking out Documents
xiii.Cancelling Checked Out Documents
xiv.Checking-in-Documents
xv.Copying Documents
xvi.Deleting Documents
xvii.Viewing/Managing Discussion Threads
xviii. Editing Document Meta-data
xix. Sending Emails
xx. Generating PDFs
xxi. Viewing/ Adding Document Links
xxii. Making Documents mmutable
xxiii. Moving Documents
xxiv. Renaming Documents
xxv. Requesting Assistance
xxvi. Viewing / Starting Workflows
f. Preferences
i.Viewing / Editing User Profile
ii.Changing Passwords



dmin
1. Users and Groups Administration
a. Configure Authentication Sources and Authentication Providers
i.Adding/Editing/Deleting Authentication Sources
ii.Editing Authentication Providers
b. Manage Groups
i.Adding New Groups
ii.Viewing / Editing / Deleting Groups
c. Manage Control Units
i.Adding/Editing/Deleting Units
ii.Assigning Unit Administrators
d. Manage users
i.Adding New Users
ii.Viewing / Editing / Deleting Users
2. Security Management Administration
a. Dynamic Conditions
i.Configuring Dynamic Conditions
ii.Assigning / Removing Dynamic Conditions
iii.Running Dynamic Conditions
b. Custom Permissions
i.Adding New Custom Permission Types
ii.Viewing / Deleting Permission Types
c. Roles
i.Adding New Roles
ii.Viewing / Editing / Deleting Roles
3. Document Storage Administration
a. Restoring Archived Documents
b. Overriding Document Check-out
c. Verifying Document Storage
d. Restoring / Expunging Deleted Documents
4. Document Meta-data and Work-flow Configuration
a. Document Numbering Schemes
i.Document Numbering Scheme Tokens
ii.Enabling / Disabling Document TypesViewing / Editing / Adding Custom
Numbering
b. Email Document Types
i.Viewing / Adding Email Document Types (Commercial Feature)
c. Document Fieldsets
i.Viewing Existing Fieldsets
ii.Adding New Fieldsets
iii.Editing / Deleting Fieldsets
iv.Setting Up Conditional Fieldsets (Commercial Feature)
d. Fields
i.Viewing / Adding Fields
ii.Defining Lookup Fields
iii.Defining Tree Fields
iv.Defining Large Text Fields
v.Defining Multiselect Fields
vi.Editing / Deleting Fields
e. Link Type Management
i.Configuring Document Links
f. Alerts by Document Type
i.Configuring Alerts by Document Type
g. Document Types
i.Viewing / Editing / Adding Document Types
ii.Enabling / Disabling Document Types
iii.Associating / Disassociating Fieldsets and Document Types
h. Automatic Workflow Assignments
i.Enabling / Disabling Automatic Assignment of Workflows
i. Workflows
i.Adding Workflows
ii.Configuring Security by Workflow State
iii.Adding / Editing Notifications on Workflow States
iv.Adding Transition Restrictions
v.Configuring Transition Effects
vi.Viewing / Editing Workflow Settings
vii.Copying Workflows
viii.Editing Connections from Transitions to States
ix.Adding / Editing Transitions
x.Viewing / Editing / Deleting Transition Restrictions
xi.Adding / Editing States
xii.Allocating Workflows to Document Types
5. Search and ndexing - Reporting
a. Viewing Text Extractors and Supported Mime Types
b. Viewing ndexing ssues and Re-scheduling ndexing
c. Viewing the Status of External Dependencies and the Document ndexer
d. Viewing Document ndexer Statistics
e. Viewing Supported Mime Types and Extensions
f. Viewing Documents in the ndexing Queue
g. Reschedule all documents
6. System Configuration
a. Configuring Email Settings for KnowledgeTree
b. Allowing Anonymous Login
c. Disabling the Ajax Dashboard
d. nternationalization
e. Search and ndexing - Settings
f. Security
i.Configuring Electronic Signature
g. User nterface
i.Browse view actions
ii.Custom Error Messages
iii.Configure User nterface
7. License Administration
a. Viewing / Deleting Existing Licenses and Adding New Licenses (Commercial
Feature)
8. Reporting (Commercial Feature)
a. View Last Login nformation Report
b. View Login Activity Report
c. View Full Login History
d. Generating User Activity Reports
9. Miscellaneous Administration
a. Edit Quicklinks
b. Edit Disclaimers
c. Extended Transaction nformation
d. Edit Help Files
e. Manage Plugins
f. Manage Task Scheduler
g. Support and System nformation
h. Manage Views

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