Part 2 Configure and Install the Knowledge Base in Aggregate 1 Use Mozilla Thunderbird How to construct and assemble a Team Knowledge Base ............................................................... 1 Elements of the Knowledge Base Document Construction with Tb_Editor . ................................................. 2 Folder Pane ........................................................................................................................................... .2 Message Pane .................................................................................................................................................. .2 Tb_Editor ................................................................................................................................................ .2 Building a Knowledge base Editor (TbKb_Editor) in Thunderbird .......................................................................... 2 Create „Kb Editor Account to edit Knowledge base Documents ............................................................ .3 Create and Edit Message Documents .......................................................................................................... 4 TbKb_Editor ......................................................................................................................................................... 4 Edit ................................................................................................................................................................................. 4 E-mails ................................................................................................................................................................ .4 Header Fields ............................................................................................................................................................... .4 Move Messages from Storage: Activities or IR to Edit ........................................................................ .4 Tracking and Logging with the Kb ...................................................................................................................... .5 Move Messages From Kb_Editor to Storage ......................................................................................... .5 Move Message from TbKb to ToDo.Quest ................................................................................................ .5 Document Construction ................................................................................................................................ 5 Header Configuration ............................................................................................................................... 5 Custom Headers with the file „prefs.js“ ....................................................................................................... 5 Customize Headers with Mnenhy ................................................................................................................................ 6 Tag Management and Administration ............................................................................................................................ 6 Tag Logic and Outlines ................................................................................................................................. 6 Setting up Tags ...................................................................................................................................................... 6 Setting up Tags and Categories with Tb Options .................................................................................... .6 Productive Category and Tag Administration with user.js ........................................................................................ .7 X-Tags in „user.js“ ...................................................................................................................................... .8 Organize X-Tags with TB Header Tools Extension ................................................................................................ .10 Sharing Tags ................................................................................................................................................. .10 See Also ............................................................................................................................................................... 10 How to construct and assemble a Team Knowledge Base A Knowledge base gathers information assets from e-mail and the Internet and combines storage and editing to construct the knowledge base documents. The storage takes the incoming e-mails and organizes them into project and Information Resource folders. The knowledge base enables information in these folders to be collated, combined, edited, indexed and prepared for publication in the suitable medium. The process ends with formatting for final publication. This occurs in the Editor. Often in searching information good ideas occur and combine with the right information; then the user combines the information and inserts it into message documents as it collects. An advantage of the TbKb_Editor writes the incoming information and notes directly into message documents. Each document contains/ 2009 Attribute Graphics, Content, and Text to Gary_Gabriel 13321197.doc 22.01.09 - 1 - seeds a topic and divides into subtopics. As searching collects more information the TbKb_Editor writes it into the topics changing according to the index as the topics multiply and the focus changes. The users use the Subject: to list and index the topics to compare them and start eliminating duplicates and making logical combinations. The To: or recipient indexes according to the PN listing the message documents. The user combines new information as it arrives by copying it into the logical message document. Elements of the Knowledge Base Document Construction with Tb_Editor. Folder Pane Kb_Editor constructs message documents to build a knowledge base ToDo.Quest shares To-Dos and Project Management Local Folders stores e-mails and the finished knowledge base documents Message Pane Displays knowledge base and message documents Uses “Virtual Folders” and grouping as flexible folders Tb_Editor E-mail and knowledge base editor Building a Knowledge base Editor (TbKb_Editor) in Thunderbird The e-mail folders do not suit for an editor because the editor function or Compose as it is called in Thunderbird does not automatically open the e-mail folders to edit documents. This is a security feature. E-mails remain unalterable receipts of project, personal and business communication. E-mail assumes that the incoming documents remain in the original form with the source content. The user makes a conscious decision to edit or change the documents. Changing the documents requires moving them to the „Draft“ folder, which is uneconomical for the editor in a knowledge base. The user assumes that he automatically opens the documents under construction. Hence productively constructing and sharing a Knowledge base Editor requires configuration of the flexible Thunder architecture. Only the Draft folder opens messages in Compose. The Compose function for each Account configures. Hence open an Editor (e-mal) Account and store the Knowledge base construction documents in this folder. The teams notate the knowledge base assets, combine them with others and edit them under this folder. When finished, the editor moves the documents to the file. To prevent installing duplicate folders in the Storage and in the Editor; either Tags or an index notates a unique folder index for each Edit document. Then Stored Searches and Searches list the documents. Sorting and Grouping also present the user with the needed documents. The index relates the document to the folder in Storage and relates the topics to the information contained in this folder. Mozilla calls this principle „Virtual Folders“. 2009 Attribute Graphics, Content, and Text to Gary_Gabriel 13321197.doc 22.01.09 - 2 - Drafting and editing properties. Open Compose and double click on the message to edit the Knowledge base contents of the “Draft Folder”. Create „Kb Editor Account to edit Knowledge base Documents Configure the „KbEditor“ Create and configure a knowledge base Editor Account: „Kb Editor Account“ Create a Gmail account because it configures easily and automatically. The Configuration Wizard takes the „Local Folders“- „Outgoing Server Setting“ from the account in use. -> Create gmail Account > Your Name „Kb_Editor“ -> E-mail Address: „[email protected] Share the Message Documents in Team As a security measure backup the profile folders and data. Open the shared files in the Team Message Share to the account by configuring these files in the „Account Settings“. In each Team workstation create and configure the: „Kb Editor Account“. Install the Team Share folders in the account. Set a share folder for team use. „ArcMessage „ Share the Account folders so the Team edits the Knowledge base documents. Tools -> „Account Settings -> -> Go to Gmail_KbEditor.Quest Or Go to Gmail KbEditor.Quest-> “View Settings for this Account” in the starting pane. -> „Server Settings“. -> „Server Settings“ -> „Local Directory“. -> Browse to the shared Team Files for the Kb Editor. -> C:\ArcMessage\ArcMessShare_Email\MessShareEmail_TeamTB\Mail\pop.gmail- 2.com. Mozilla Firefox and Thunderbird share To-Dos and simplify the Follow-up Internet Messaging shares Project Management Issues