2.0/ProcessMaker 2.X - KnowledgeTree Integration
KnowledgeTree is an open source Document Management System (DMS), which offers a simple web-based interface to provide access to documents for specified users in an organization. ProcessMaker Enterprise Edition 2.0 offers a plugin to integrate with KnowledgeTree 3.X, so that Input Documents and Output Documents which are used in ProcessMaker cases can be stored and managed in a centralized manner. Storage in KnowledgeTree allows ProcessMaker documents to be easily accessed by external applications and seamlessly integrated into an organization's wider operations.
Note: ProcessMaker Community Edition versions 1.2 and 1.6 offers a free plugin to integrate with KnowledgeTree 3.5. For more information, see this page.
Overview of the KnowledgeTree plugin
ProcessMaker Enterprise Edition 2.0 offers a new plugin to integrate with KnowledgetTree 3.X. Unlike the old plugin for ProcessMaker 1.2 and 1.6, this plugin is compatible with the most recent versions of KnowledgeTree. To obtain the plugin, please contact the ProcessMaker sales department. Free trials of the plugin are available.
The ProcessMaker plugin uses web services to connect to KnowledgeTree and automatically login as a KnowledgeTree user. Input and Output Documents which are configured to be managed by KnowledgeTree are automatically stored in KnowledgeTree when created during a case. These documents are place inside of folders whose names can be configured when designing a process.
The ProcessMaker documents can then be accessed inside the KnowledgeTree web interface, but they can also be accessed from the KT DOCUMENTS (which is created by the plugin) menu inside the ProcessMaker interface. All KnowledgeTree folders to which the logged-in user has access are displayed. Click on a folder to see its files and subfolders.
Install KnowledgeTree on your organization's server or contact KnowledgeTree to use their hosting service. Either the Commercial Edition or the Community Edition can be used.
Installing from Source on a Linux/UNIX server
KnowledgeTree provides an easy installer for Windows, Red Hat/Cent OS 5 and Ubuntu 8.04 LTS. If using a different distribution, follow these instructions to install KnowledgeTree 3.7 from source on any Linux/UNIX server.
KnowledgeTree Server Requirements
- Minimum of 4GB RAM in total or extra 2GB RAM for KnowledgeTree
- PHP 5.2 (PHP 5.3 does not work)(Red Hat/CentOS: php, Debian/Ubuntu: php5)
- PHP LDAP extension (Red Hat/CentOS: php-ldap, Debian/Ubuntu: php5-ldap)
- PHP Exif extension (Red Hat/CentOS: included in php-common, Debian/Ubuntu: included in php5)
- PHP mbstring extension (Red Hat/CentOS: php-mbstring, Debian/Ubuntu: included in php5)
- PHP mysql extension (Red Hat/CentOS: php-mysql, Debian/Ubuntu: php5-mysql)
- PHP json extension (Red Hat/CentOS: included in php-common)
- PHP fileinfo extension (Red Hat/CentOS: php-pecl-Fileinfo)
- PHP cURL extension(Red Hat/CentOS: included in php-common, Debian/Ubuntu: php5-curl)
- PHP tokenizer extension (Red Hat/CentOS: included in php-common)
- MySQL server and client, version 5.0.41 or above(Red Hat/CentOS: mysql, mysql-server, Debian/Ubuntu: mysql-client, mysql-server)
- Apache 2.0 or above(Red Hat/CentOS: httpd, Debian/Ubuntu: apache2)
- pdftotext (Red Hat/CentOS: poppler-utils)
- pstotext (Red Hat/CentOS: compile from source)
- OpenOffice.org 2.0 or above (Red Hat/CentOS: openoffice.org-headless)
- Info-Zip (Red Hat/CentOS: zip)
If using Red Hat 6 or Fedora 12+, then PHP 5.3 will have to be downgraded to PHP 5.2.
Installing required programs
Install the KnowledgeTree requirements (as the root user):
yum install zip openoffice.org-headless poppler-utils mysql mysql-server php httpd php-ldap php-mysql php-mbstring php-pecl-Fileinfo
Since a package is not available for pstotext program, it will need to be compiled from source. First, install gcc (if it isn't already installed):
yum install gcc
Download the pstotext source code:
Then, decompress and compile the code:
tar -xzvf pstotext-1.9.tar.gz cd pstotext-1.9 make
Finally, copy the executable to the /bin directory:
cp pstotext /bin
Download the source code file for KnowledgeTree, which will have a filename like kt-src-oss-184.108.40.206.tgz. The Community Edition can be found at:
Decompress the source code in a location such as /var/www where it can be accessed by the Apache web server:
tar -C /var/www -xvzf kt-src-oss-220.127.116.11.tgz
KnowledgeTree's free Trial Account
To try out KnowledgeTree for 14 days, KnowledgeTree offers a free trial account on their hosted servers. To sign up for the free trial, go to:
Fill in the information to set up an account:
After signing up for a KnowledgeTree account, you will receive an email explaining how to login to KnowledgeTree:
KnowledgeTree Connection Settings
Contact the ProcessMaker Sales Department to obtain the Enterprise Edition with the KnowledgeTree plugin. After installing the Enterprise Edition, ProcessMaker will need to be configured to integrate with KnowledgeTree. Go to ADMIN > Plugins > Enterprise Edition and find the KnowledgeTree plugin in the list of available plugins. Make sure that its status is listed as Enabled. If shown as Disabled, then click on the button to toggle its status to Enabled.
Once the KnowledgeTree plugin is enabled, the DMS Setup option should appear in the Plugins sidebar. Click on that option to configure how to connect to your KnowledgeTree Server.
In the configuration dialog box, enter the connection information to access a KnowledgeTree server:
- KT WebService WSDL: Enter the URL to connect to the web services for a KnowledgeTree server, which by default is:
- KT Upload URL: Enter the URL where documents from ProcessMaker will be uploaded to the KnowledgeTree server, which by default is:
Note: The URL to access KnowledgeTree web services can be configured by logging into KnowledgeTree as the "admin" user and going to Administration > System Configuration > Client Tools Settings > Web Services > Download Url.
If using a free KnowledgeTree trial account, the following settings can be used
KT WebService WSDL: https://company.knowledgetree.com/ktwebservice/webservice.php?wsdl
KT Upload URL: https://company.knowledgetree.com/ktwebservice/upload.php
Replace company with the name of the organization you filled out in the signup form.
After entering the connection settings, click on Save. After the web browser is refreshed, a new KT DOCUMENTS menu will appear in the top menu bar:
In order to access KnowledgeTree, each ProcessMaker user will need to manually enter his/her username and password to remotely login to KnowledgeTree. If the login credentials aren't set for a user or are incorrect, then the following error message will appear when clicking on the KT DOCUMENTS menu:
To set the KnowledgeTree login credentials for a user, login to ProcessMaker as that user and go to the KT DOCUMENTS menu and click on the DMS User Configuration submenu. A dialog box will appear to enter the name of the KnowledgeTree user and his/her password which will be used to remotely login to KnowledgeTree.
Enter the username and his/her password. Then, click on Save. (If unsure which users are available, login to KnowledgeTree and go to Settings > User Setup > Manage Users.)
If a user has not set his/her login credentials for KnowledgeTree, then the first time that he/she runs a case which needs to save an Input or Output Document to KnowledgeTree, then the above dialog box will appear, prompting the user to enter his/her login credentials.
Configuring Documents to be Managed by KnowledgeTree
Login to ProcessMaker as the "admin" user (or another user with the PM_FACTORY permission in his/her role) and open a process for editing.
Accessing KnowledgeTree inside ProcessMaker
The Input Documents and Output Documents which have been configured to be managed by KnowledgeTree will now appear in folders ProcessMaker cases will now be integrated into KnowledgeTree's document management system. These documents can be accessed inside ProcessMaker by going to the KT DOCUMENTS menu and clicking on the directory or subdirectory where the document is stored.
To download or view one of the documents, click on its Get button. Depending upon how the web browser is configured, the document may be displayed in a browser plugin or a stand-alone application. Alternatively, it may be downloaded and stored on the local computer.