Commit df743d73ff0d8ec8b64e5ca6e657d4a1ab89dda9
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additional help
git-svn-id: https://kt-dms.svn.sourceforge.net/svnroot/kt-dms/trunk@5385 c91229c3-7414-0410-bfa2-8a42b809f60b
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kthelp/ktcore/EN/admin/images/castle.gif
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kthelp/ktcore/EN/admin/portlets/admin-mode.html
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| 1 | +<html> | |
| 2 | +<head> | |
| 3 | + <title>Administrator Mode</title> | |
| 4 | +</head> | |
| 5 | + | |
| 6 | + | |
| 7 | +<body> | |
| 8 | + | |
| 9 | +<h2>Administrator Mode</h2> | |
| 10 | +<p> | |
| 11 | +There are instances where systems administrators may be denied access to certain documents in the repository - management level documents containing classified information, for example. | |
| 12 | +</p> | |
| 13 | +<p> | |
| 14 | +However, because problems with these documents in the repository will also need to be fixed, administrators must be granted a way of overriding the controls in an audited manner that protects this information. | |
| 15 | +</p><p> | |
| 16 | +Enabling Administrator mode allows system and unit administrators to view and manage all documents in the system, including those documents where they are normally denied access. | |
| 17 | +</p> | |
| 18 | +</body> | |
| 19 | +</html> | ... | ... |
kthelp/ktcore/EN/user/portlets/Browse By.html
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| 1 | +<html> | |
| 2 | +<head> | |
| 3 | + <title>Browse By</title> | |
| 4 | +</head> | |
| 5 | +<h2>Browse By</h2> | |
| 6 | +<body> | |
| 7 | +You use the Browse Documents section to navigate the repository - either by <b>folder</b>, by <b>document type</b>, or by <b>lookup value</b> - the default is browse by folder. | |
| 8 | +<br></br> | |
| 9 | +<b>Note:</b> The system only returns folders where you have read and/or write permissions. | |
| 10 | +</body> | |
| 11 | +</html> | ... | ... |
kthelp/ktcore/EN/user/portlets/Document Actions.html
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| 1 | +<html> | |
| 2 | +<head> | |
| 3 | + <title>Folder Actions</title> | |
| 4 | +</head> | |
| 5 | +<body> | |
| 6 | + | |
| 7 | + | |
| 8 | + | |
| 9 | +<h2>Document Actions</h2> | |
| 10 | + | |
| 11 | +<h3>Document Details</h3> | |
| 12 | + | |
| 13 | +The Document Detail screen summarizes key information about the currently selected document. The Document Actions pane on the left of the screen provides a set of buttons for working with the document. | |
| 14 | + | |
| 15 | +<h3>Download</h3> | |
| 16 | + | |
| 17 | +You can download a file to open it, or to save it, without checking it out of the repository. | |
| 18 | + | |
| 19 | + | |
| 20 | + | |
| 21 | + | |
| 22 | + | |
| 23 | + | |
| 24 | +<h3>Check-out</h3> | |
| 25 | + | |
| 26 | +This procedure allows you to save a document to your computer for editing. | |
| 27 | +<br></br> | |
| 28 | +The system locks the version in the repository while it's checked out. Other users are still able to download the document to view it, but they cannot change it. | |
| 29 | +<br></br> | |
| 30 | +An administrator can override the checked out status of a document. The user who checked the document out to edit it will need to check it out again and redo their changes. The Dashboard displays a list of documents that you have checked out when you log on. This reminds you to check in documents where you may have forgotten to do so. | |
| 31 | + | |
| 32 | +<h3>Check-in</h3> | |
| 33 | + | |
| 34 | +This procedure checks in a document that you have previously checked out of the repository. | |
| 35 | +<br><br> | |
| 36 | +If you have checked out a document, you need to check it back in to make it available for other users to edit, move, delete, or archive. The system increments the version by 0.1 when the file is checked in. | |
| 37 | + | |
| 38 | +<h3>Edit Metadata</h3> | |
| 39 | + | |
| 40 | +Metadata is the information about a document that describes how, and when, and by whom, a particular set of data was collected, and how the data is formatted. | |
| 41 | + | |
| 42 | +KnowledgeTree groups metadata fields into fieldsets. | |
| 43 | + | |
| 44 | +<h3>Delete</h3> | |
| 45 | + | |
| 46 | +Deleted documents remain in the repository (in DMS Administration) until the KnowledgeTree administrator either expunges them or restores them. | |
| 47 | + | |
| 48 | +See Administration Document Storage Restore or Expunge Deleted Documents. | |
| 49 | + | |
| 50 | +<h3>Move</h3> | |
| 51 | + | |
| 52 | +Only users with the required permissions for a folder are allowed to move an item to another location in the repository. | |
| 53 | + | |
| 54 | +<h3>Transaction History</h3> | |
| 55 | + | |
| 56 | +This feature provides a record of all transactions performed on the document: create date, uploads, downloads, check-out, check-in and the previous deletion of the document if it has been restored. | |
| 57 | + | |
| 58 | +<h3>Version History</h3> | |
| 59 | + | |
| 60 | +This feature provides a record of all past and current versions of a document. A new document version is created whenever a document is checked-out then subsequently checked-in again. The version history feature allows you to download older documents and compare them with more recent versions. | |
| 61 | + | |
| 62 | +<h3>Links</h3> | |
| 63 | + | |
| 64 | +Document links allow you to establish associations between documents in the repository. Your KnowledgeTree administrator needs to create the Document Link Types that you use to link documents. When creating a document link, the administrator specifies the type of relationship that the link implies between the linked documents i.e. 'associated with', or 'duplicated by'. | |
| 65 | + | |
| 66 | +<h3>Version Control</h3> | |
| 67 | + | |
| 68 | +KnowledgeTree has powerful document version control features, which ensure that the editing and versioning of documents is done in a controlled and auditable manner. Newly created documents are assigned as version 0.1. The first time you check it out for editing and then check it back in again, the version number increments to version 1. Each subsequent check out / check in causes the version number to increment by 1. | |
| 69 | +<br></br> | |
| 70 | +A document may only be checked out for editing by a single user at a time. When a document is checked back in, you need to specify the changes you made. | |
| 71 | +<br></br> | |
| 72 | +Users and groups who have read or write access to a document are allowed to download it for viewing only ย you can choose to open the document in your Web browser or save it to your local computer. You can view a version history of all changes to the document, and you can download previous versions for comparison. | |
| 73 | +<br></br> | |
| 74 | +Any changes you make to the document you downloaded won't display in the version in the repository unless you check out the document, and then check it back into the repository with your changes. | |
| 75 | +<br></br> | |
| 76 | +Any user that logs in to KnowledgeTree can view the list of documents they have checked out (if any) in the Checked-out documents section of the Dashboard. | |
| 77 | + | |
| 78 | +<h3>Permissions</h3> | |
| 79 | + | |
| 80 | +Permissions in KnowledgeTree are folder-based - permissions that have been allocated for a specific folder apply to all the documents in that folder. | |
| 81 | +<br></br> | |
| 82 | +There are four default types of permissions: <b>Read</b>, <b>Write</b>, <b>Add Folder</b>, and <b>Manage Permissions</b>. | |
| 83 | +<br></br> | |
| 84 | +Users that have only Read permission on a document can view the document and its metadata, but are not allowed to change it. Users that have Read and Write permissions are allowed to change the contents of a document, as well as its metadata. | |
| 85 | +<br></br> | |
| 86 | +Users with the Add Folder permission are allowed to create and edit sub-folders within their group folder. | |
| 87 | +<br></br> | |
| 88 | +Users with the Manage Permissions permission are able to edit permissions within the | |
| 89 | + | |
| 90 | +</body> | |
| 91 | +</html> | ... | ... |
kthelp/ktcore/EN/user/portlets/Folder Actions.html
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| 1 | +<html> | |
| 2 | +<head> | |
| 3 | + <title>Folder Actions</title> | |
| 4 | +</head> | |
| 5 | +<body> | |
| 6 | +<h2>Folder Actions</h2> | |
| 7 | +<td align="left"> | |
| 8 | +<p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">This menu displays the functionality available to the logged in user for the folders listed on the right of the page in </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Browse Documents</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">. </span></p> | |
| 9 | + | |
| 10 | +<p class="p_Fieldgroup"><span class="f_Fieldgroup"><h3>Using Folder Actions</h3></span></p> | |
| 11 | +<p class="p_BodyText"><span class="f_BodyText">The options that the | |
| 12 | +system displays in this menu are permissions-based. If you do not have | |
| 13 | +permissions to perform one or more of the folder actions, you will not | |
| 14 | +see the option for that action in this menu when you log on to | |
| 15 | +KnowledgeTree:</span></p> | |
| 16 | + | |
| 17 | +<div style="margin: 0px; padding: 0px; text-align: left; text-indent: 0px;"><table style="border: medium none ; -x-border-x-spacing: 0px; -x-border-y-spacing: 0px; border-collapse: collapse;" border="0" cellpadding="4" cellspacing="0"> | |
| 18 | +<tbody><tr style="text-align: left; vertical-align: top;"> | |
| 19 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px; background-color: rgb(243, 243, 243);" bgcolor="#f3f3f3" valign="top" width="94"><p><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Action</span></p> | |
| 20 | +</td> | |
| 21 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px; background-color: rgb(243, 243, 243);" bgcolor="#f3f3f3" valign="top" width="459"><p><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Result</span></p> | |
| 22 | +</td> | |
| 23 | +</tr> | |
| 24 | +<tr style="text-align: left; vertical-align: top;"> | |
| 25 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px;" valign="middle" width="94"><p><span style="font-family: 'Verdana'; font-style: italic; color: rgb(0, 0, 0);">Add Document</span></p> | |
| 26 | +</td> | |
| 27 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px;" valign="top" width="459"><p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> </span></p> | |
| 28 | +<p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">Opens the </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Add a document</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> page, where you can add a document to the currently selected folder.</span></p> | |
| 29 | + | |
| 30 | +</td> | |
| 31 | +</tr> | |
| 32 | +<tr style="text-align: left; vertical-align: top;"> | |
| 33 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px;" valign="middle" width="94"><p><span style="font-family: 'Verdana'; font-style: italic; color: rgb(0, 0, 0);">Add a Folder</span></p> | |
| 34 | +</td> | |
| 35 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px;" valign="top" width="459"><p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> </span></p> | |
| 36 | +<p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">Opens the </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Add a folder</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> page, where you can add a folder to the repository.</span></p> | |
| 37 | +</td> | |
| 38 | +</tr> | |
| 39 | + | |
| 40 | +<tr style="text-align: left; vertical-align: top;"> | |
| 41 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px;" valign="middle" width="94"><p><span style="font-family: 'Verdana'; font-style: italic; color: rgb(0, 0, 0);">Rename</span></p> | |
| 42 | +</td> | |
| 43 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px;" valign="top" width="459"><p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">Opens the </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Rename</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> page, where you can change the name of the currently selected folder.</span></p> | |
| 44 | +</td> | |
| 45 | +</tr> | |
| 46 | +<tr style="text-align: left; vertical-align: top;"> | |
| 47 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px;" valign="middle" width="94"><p><span style="font-family: 'Verdana'; font-style: italic; color: rgb(0, 0, 0);">Permissions</span></p> | |
| 48 | +</td> | |
| 49 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px;" valign="top" width="459"><p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> </span></p> | |
| 50 | +<p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">Opens the </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Folder permissions</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> page, where you can view or edit group permissions.</span></p> | |
| 51 | + | |
| 52 | +</td> | |
| 53 | +</tr> | |
| 54 | +<tr style="text-align: left; vertical-align: top;"> | |
| 55 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px;" valign="middle" width="94"><p><span style="font-family: 'Verdana'; font-style: italic; color: rgb(0, 0, 0);">Bulk Upload</span></p> | |
| 56 | +</td> | |
| 57 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px;" valign="top" width="459"><p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> </span></p> | |
| 58 | +<p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">Opens the </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Bulk import</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> page, where you specify a path to an </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">archive (ZIP) folder</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> on your local computer that you want to add to the repository.</span></p> | |
| 59 | +</td> | |
| 60 | +</tr> | |
| 61 | + | |
| 62 | +<tr style="text-align: left; vertical-align: top;"> | |
| 63 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px; height: 75px;" valign="middle" width="94"><p><span style="font-family: 'Verdana'; font-style: italic; color: rgb(0, 0, 0);">Allocate Roles</span></p> | |
| 64 | +</td> | |
| 65 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px; height: 75px;" valign="top" width="459"><p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> </span></p> | |
| 66 | +<p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">Opens the </span><span style="font-family: 'Verdana'; font-weight: bold; color: rgb(0, 0, 0);">Allocate Roles</span><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);"> page, where you can set up or change roles.</span></p> | |
| 67 | +</td> | |
| 68 | +</tr> | |
| 69 | +<tr style="text-align: left; vertical-align: top;"> | |
| 70 | +<td style="border: 1px solid rgb(0, 0, 0); width: 94px;" valign="middle" width="94"><p><span style="font-family: 'Verdana'; font-style: italic; color: rgb(0, 0, 0);">Bulk Export</span></p> | |
| 71 | + | |
| 72 | +</td> | |
| 73 | +<td style="border: 1px solid rgb(0, 0, 0); width: 459px;" valign="top" width="459"><p><span style="font-family: 'Verdana'; color: rgb(0, 0, 0);">Allows you to download (for viewing only) the entire contents of the currently selected folder, in one zipped file. </span></p> | |
| 74 | +</td> | |
| 75 | +</tr> | |
| 76 | +</tbody></table> | |
| 77 | +</div> | |
| 78 | +<p><span class="f_BodyText"> </span></p> | |
| 79 | + | |
| 80 | +</td> | |
| 81 | + | |
| 82 | +</body> | |
| 83 | +</html> | ... | ... |
kthelp/ktcore/EN/user/portlets/Search.html
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| 1 | +<html> | |
| 2 | +<head> | |
| 3 | + <title>Search</title> | |
| 4 | +</head> | |
| 5 | +<body> | |
| 6 | + | |
| 7 | +<h2>Search</h4> | |
| 8 | +<p>KnowledgeTree provides three versatile search options simple (quick) search, advanced search, and saved searches. Search is | |
| 9 | +permissions-based, so the system only returns items that the logged in user is | |
| 10 | +allowed to access. </p> | |
| 11 | +<p><strong>Note:</strong> words shorter than 4 characters long (e.g. "the" or "for") are discarded from the search. Search also only ever returns fully matching words (e.g. "Know" will not match "KnowledgeTree"). </p> | |
| 12 | +<h3>Simple (quick) search</h5> | |
| 13 | +<p>Specify a search term to search all text - including | |
| 14 | +document metadata and the contents of the following file types (if your | |
| 15 | +administrator has configured these options): MS Word, MS Excel, MS PowerPoint, | |
| 16 | +Adobe PDF, and Plain Text files.</p> | |
| 17 | +<h3>Advanced Search</h5> | |
| 18 | +<p>Define criteria to launch a detailed Boolean search of the | |
| 19 | +repository. This search allows more detailed search requests (using document | |
| 20 | +metadata). For example, you can search for all MS Excel documents containing the | |
| 21 | +word 'Invoice'.</p> | |
| 22 | +<h3>Saved search</h5> | |
| 23 | +<p>The saved search function allows KnowledgeTree | |
| 24 | +administrators to pre-save useful advanced searches. For example, you may want | |
| 25 | +to save a search that shows all documents in a completed state of a workflow. | |
| 26 | +Saved searches save time on commonly used searches. </p> | |
| 27 | +</body> | |
| 28 | +</html> | |
| 29 | + | ... | ... |
kthelp/ktcore/EN/user/portlets/Subscriptions.html
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| 1 | +<html> | |
| 2 | +<head> | |
| 3 | +<title>Subscriptions</title> | |
| 4 | +</head> | |
| 5 | +<body> | |
| 6 | +<h2>Subscriptions</h2> | |
| 7 | +<p>Subscribing to a document or folder will cause email notifications to be sent to you via email, when actions are performed on a document or folder that you have subscribed to - i.e you will be notified when a document or folder is checked in, checked out, deleted, moved, archived etc.</p> | |
| 8 | + | |
| 9 | +<p>Your notifications also display on the Dashboard. Unsubscribing prevents further notifications from being sent to you when further actions are performed on the document or folder after you have removed your subscription. </p> | |
| 10 | +</body> | |
| 11 | +</html> | ... | ... |