Administrator Manual I KnowledgeTree Administrator Manual Table of Contents 0 Part I Copyright 1 Part II Preface 2 Part III Typographic Conventions 3 Part IV Getting Help 4 Part V Welcome to KnowledgeTree 5 1 Overview ................................................................................................................................... 5 Organizational......................................................................................................................................................... Hierarchy 5 Administrator......................................................................................................................................................... Mode 6 Working with......................................................................................................................................................... Permissions 7 Manually Restoring......................................................................................................................................................... the Default Admin Password 8 Login ......................................................................................................................................................... 9 Login Restrictions.................................................................................................................................................. 9 Logging in ..................................................................................................................................................to the Web-based KnowledgeTree DMS 9 Logging in.................................................................................................................................................. to KnowledgeTree Explorer 10 2 KnowledgeTree................................................................................................................................... Editions 11 What is KnowledgeTree......................................................................................................................................................... Open Source? 12 What is KnowledgeTree......................................................................................................................................................... Professional? 13 KnowledgeTree.................................................................................................................................................. Integtration Server (KTIS) 14 3rd Party ...........................................................................................................................................WebDAV Clients 14 KnowledgeTree.................................................................................................................................................. Client Tools for Windows 15 KnowledgeTree........................................................................................................................................... Explorer for Windows 16 KnowledgeTree........................................................................................................................................... Office Add-in for Microsoft Office 16 KnowledgeTree........................................................................................................................................... Desktop Imaging 17 Part VI Install Guide 19 1 Supported................................................................................................................................... Platforms 19 2 Upgrading................................................................................................................................... 19 Backing up......................................................................................................................................................... before Upgrading 21 Database.................................................................................................................................................. Backup for Microsoft Windows 22 Database.................................................................................................................................................. Backup for Linux 22 Restoring......................................................................................................................................................... after Upgrading 23 Database.................................................................................................................................................. Restore for Microsoft Windows 23 Database.................................................................................................................................................. Restore for Linux 23 Upgrade Instructions......................................................................................................................................................... 24 Scenarios.................................................................................................................................................. for Upgrade Installs 24 Upgrading KnowledgeTree OSS (Stack Installed) to KnowledgeTree Professional.................................................................................................................................................. 27 Upgrading KnowledgeTree OSS (manually installed) to KnowledgeTree Professional.................................................................................................................................................. 31 Upgrading KnowledgeTree Professional to latest version KnowledgeTree Professional.................................................................................................................................................. 38 KnowledgeTree Administrator Manual - June 2006 Contents II Upgrading KnowledgeTree OSS (Stack Installed) to latest version OSS (Stack Installed).................................................................................................................................................. 41 Upgrading KnowledgeTree OSS (manually installed) to KnowledgeTree OSS (Stack.................................................................................................................................................. Installed) 45 Upgrading KnowledgeTree OSS (manually installed) to latest version OSS (manual install.................................................................................................................................................. - Source Only Package) 47 Source Only........................................................................................................................................... Install Notes for Windows 47 Source Only........................................................................................................................................... Install Notes for Linux 48 3 New Installs................................................................................................................................... 49 Scenarios......................................................................................................................................................... for New Installs 49 New Install......................................................................................................................................................... of KnowledgeTree Open Source using the Source Only Package 50 New Install......................................................................................................................................................... of KnowledgeTree Open Source using the OSS Stack Installer 53 Linux OSS.................................................................................................................................................. Installation Notes 61 New Install......................................................................................................................................................... of KnowledgeTree Professional using the Stack Installer 61 Configuring.................................................................................................................................................. SSL for the Apache Server in the KnowledgeTree Stack 67 Installing ..................................................................................................................................................KnowledgeTree Tools (KTtools) for Windows 67 Configuring Connections with KnowledgeTree Explorer: Add New / Test / Remove........................................................................................................................................... 71 KTtools - Unattended........................................................................................................................................... Installation 74 Performing...................................................................................................................................... a Silent Install of KTtools for Windows 74 Performing...................................................................................................................................... a Silent Uninstall of KTtools for Windows 75 Troubleshooting.................................................................................................................................................. 75 Part VII Using KnowledgeTree