Deploy Private Document Management System with KnowledgeTree DMS on Windows 7 by krabah

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									Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



                    Global Technology Solutions Institute
            IT System Integration Hands-on Labs Training Manual

   Deploy Private Document Management System with KnowledgeTree
                         DMS on Windows
                                          Kefa Rabah
                               GTS Institute, Vancouver Canada
                                         krabah@gtechsi.org
                                          www.gtechsi.org


Table of Contents                                                                                Page No.

DEPLOY PRIVATE DOCUMENT MANAGEMENT SYSTEM WITH KNOWLEDGETREE DMS ON
WINDOWS                                                                                                    2

1.0 Introduction                                                                                           2

Part 1: Install & Configure Windows OS                                                                     2

Part 2: Download and Install KnowledgeTree DMS                                                             3
  Step 1: Install KTDMSU Pre-requisites                                                                    3
  Step 2: Install KnowledgeTree DMS                                                                       13

Part 3: Adding Users and Groups                                                                           33
  Step 1: Adding New Users                                                                                33
  Step 2: Adding New Groups                                                                               38

Part 4: Uploading and Managing Documents                                                                  42

Part 5: Need More Training on Linux:                                                                      49
  Web Content Management Training                                                                         49

Part 6: Hands-on Lab Assignments                                                                          49

Linux Administration Training                                                                             49




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                                                                                                           1
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



                   Global Technology Solutions Institute
           IT Systems Integration Hands-on Labs Training Manual

  Deploy Private Document Management System with KnowledgeTree
                        DMS on Windows
By Kefa Rabah, krabah@gtechsi.org                         Dec 10 2010                      GTS Institute


1.0 Introduction
In this Hands-on Labs session, we’re going to learn how to install and configure Windows 7 OS which we
then use to install your own private online KnowledgeTree Document Management System. However, for
enterprise environment you may want to install a server version instead i.e., Win 2k3/2k8 Active Directory
if possible to manage your centralized authentication..

KnowledgeTree is PHP-based, open source document management software that is easy to install and
use across a broad range of organizations. The features included in the community edition – including
workflow, version control and audit trails – help manage the document lifecycle, promote collaboration,
reduce paper and ensure compliance. KnowledgeTree Community Edition is licensed under the GNU GPL
version 3.



Hands-on Labs Session
In this Hands-on Lab session, you’ll learn how to setup virtual network on VMware (you may also use any
other virtual machines like MS VirtualPC, Linux Xen, or VirtualBox from Sun). In this lab session, we’ll
concentrate on installing KnowledgeTree DMS on a clean install Windows 7 machine. However, for
enterprise environment you may want to install a server version instead i.e., Win 2k3/2k8. Finally, we’ll go
through a step-by-step process to install KnowledgeTree CE DMS on Windows with all the necessary
prerequisites. You’ll also have opportunity to do some assignments at the end of the lab session. Upon
completion of the hands-on lab you’ll have gained a competency level and a capability to be able to plan
design implement and deploy a document management solution using KnowledgeTree DMS.



Part 1: Install & Configure Windows OS
It’s assumed that you already have any of the Windows XP/Vista/7/2003/2008 in place or know to install
one. If not you can check out our excellent hands-on manuals listed below to get you started.

    1. Step-by-Step Install Guide Windows 7
    2. Step-By-Step Windows Server 2008 Installation
    3. Install Windows Server 2003 Active Directory Domain Controller

We’re done with this section




                                                                                                           2
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



Part 2: Download and Install KnowledgeTree DMS

Step 1: Install KTDMSU Pre-requisites
You may download & install the latest KnowledgeTree version as usual, by performing the following
procedure:

1. Download latest stable version. Click to Run when prompted and wait for the system complete
   extracting and decompressing the software, as shown in Fig. 10




                                                                       Fig. 1




                                                                       Fig.2


2. You should now be present with the Welcome to the KnowledgeTree Setup Wizard, as shown in Fig.
   3. Click Yes to continue.




                                                                                                           3
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




                                                                                           Fig. 3


3. You should now be present with the Welcome to the KnowledgeTree Setup Wizard, as shown in Fig.
   4. Click Yes to continue.




                                                                                           Fig. 4

                                                                                                           4
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



4. From Fig. 5, wait for the system to complete task, it will continue when done.




                                                                                 Fig. 5
5. From Fig. 6, click Next to continue.




                                                                                              Fig. 6

                                                                                                           5
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



6. From Fig. 7, read and accept the license and click Next to continue.




                                                                                                Fig. 7
7. From Fig. 8, accept the default selection or change as desired and then click Next to continue..




                                                                                                Fig. 8
                                                                                                           6
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



8. From Fig. 9, accept the default selection or change as desired and then click Next to continue.




                                                                                                Fig. 9

9. From Fig. 10, click on the Install button to start installation.




                                                                                              Fig. 10

                                                                                                           7
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                   EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



10. From Fig. 11, wait for the system to complete task, it will continue when done.




                                                                                                Fig. 11

11. From Fig. 12, system installing MySQL, wait for it to complete the task, it will continue when done.




                                                                                                Fig. 12
                                                                                                           8
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



12. From Fig. 13, system installing phpMyAdmin, wait for the system to complete the task, it will continue
    when done.




                                                                                              Fig. 13

13. You’re done with installing Zend Server, click on the Finish button to close the Wizard, see Fig. 14.




                                                                                              Fig. 14
                                                                                                            9
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




14. Zend server web page will automatically open, as shown in Fig. 15.




Fig. 15



15. Set your password and either enter the license key if you have one, or click Enter without license as
    shown in Fig. 16.




                                                                                                         10
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 16
16. Now login with the password you just set above, as shown in Fig. 17.




                                                                                                         11
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




                                                                             Fig. 17


17. You should now be logged in to your Zend Server web console, as shown in Fig. 18.




                                                                                                         12
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 18


18. Done with this re-requisite section, let’s move to the install of KTDMS on the next section.




Step 2: Install KnowledgeTree DMS
19. You should now be taken back to the KTDMSU installation Wizard as shown in Fig. 19.




                                                                                                         13
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




                                                                                           Fig. 19


20. From 20, read and accept the license, and then click Next to continue.




                                                                                           Fig. 20



                                                                                                         14
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs     Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



21. From 21, click on the Install button start installation.




                                                                                             Fig. 21


22. From 21, wait for the system to complete the current task, it will continue when done.




                                                                                             Fig. 22
                                                                                                          15
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                      EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



23. From 23, accept the default selection, and then click Finish to close the Wizard window.




                                                                                           Fig. 23


    Note1 : before starting KTDMSU final installation, please check that you can access the MySQL
    database server, as follows:

    C:\program Files\Zend\MySQL51\bin>mysql –u root




Fig. 24
                                                                                                         16
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0



          Note 2: and as you can seen above, we are able to successfully login to our MySQL database
          server

24. When you click on the Finish button from Fig.23, should be atomically taken to KTDMSU’ browser
    installation Wizard, as shown in Fig. 25. Click Next to continue.




Fig. 25



25. From Fig. 26, read and accept the license agreement.




                                                                                                         17
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 26



26. From Fig. 27, accept the default selection or change as desired, and click Next to continue.




                                                                                                         18
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 27


27. From Fig. 28, if all is OK and no errors indicated, click Next to continue.




                                                                                                         19
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                  EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 28


28. From Fig. 29, if all is OK and no errors indicated, click Confirm to continue.




                                                                                                         20
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 29


    Note: here we’re using secure https port 443, but yours could indicate http port 80.

29. From Fig. 30, if all is OK and no errors indicated, click Next to continue.




                                                                                                         21
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                  EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 30



30. From Fig. 31, accept the default selection of database name and root user, and click Next to continue.

    Warning! for windows based system there is no password. However, for production environment
    please do ensure that you have set the database root user password!




                                                                                                         22
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 31



31. From Fig. 32, note the database usernames and password, and click Next to continue.




                                                                                                         23
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 32


    Note: the DMS username password generated by the system.



32. From Fig. 33, you have option of registering with KT or skip to continue.




                                                                                                         24
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 33



33. From Fig. 34, if all is OK, then click Next to continue.




                                                                                                          25
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                      EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 34



34. From Fig. 35, if all is OK, then click Next to continue.




                                                                                                          26
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                      EBT105 – Web Content Management Training
Global Open Versity ICT Labs     Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 35



35. From Fig. 36, if all is OK, then click Install to continue.




                                                                                                          27
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                    EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 36



36. From Fig. 37, scroll down and click on the Finish button to complete the KTDMSU installation on
    Windows.




                                                                                                         28
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 37



37. We’re done with KTDMSU installation. You’ll be automatically taken to your KnowledgeTree
    Welcome, as shown in Fig. 38. Enter your username "admin" & password "admin" as and then
    click on the Login button.




                                                                                                         29
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 38: KT login page



38. You should be logged into you KT home pages as shown in Fig. 39.




                                                                                                         30
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 39


39. Browse around to get yourself familiarize with KT working.

40. Click on Browse Document tab to view your documents folder, as shown in Fig. 40.




                                                                                                         31
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 40



41. Click on DMS Administration tab, from here you can perform all your KT admin tasks, as shown in
    Fig. 41.




                                                                                                         32
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 42


42. You’re done with this section.



Part 3: Adding Users and Groups


Step 1: Adding New Users
1. To add a new user login to your KTDMSU and then click on the DMS Administration tab as shown in
   Fig. 43.




                                                                                                         33
© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada

www.globalopenversity.org                                 EBT105 – Web Content Management Training
Global Open Versity ICT Labs    Step-By-Step Install Guide KnowledgeTree DMS on Ubuntu 10.04 LTS Server v1.0




Fig. 43


2. On the next page from under the Users and Groups heading click Manage Users (Add or remove
   users from the system).

3. On the following page, under User Management heading click Add a new user link:

                            , as shown in Fig. 44. Note also, you can search users from the system from
    this page.




                                                     
								
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