Administering Knowledge Management › Knowledge Management System Settings › Configure General Settings

Configure General Settings

You can set the default information to display on the Knowledge tab at logon, the format in which categories display in the Knowledge Categories pane on the Administration tab, and the number of documents to list in the Top Solutions list on the Knowledge Management home page.

To configure general settings

1. Select Administration, Knowledge, System, General Settings from the left pane of the Administration tab.

   The General Settings pane appears.

2. Complete the following settings as appropriate:

   Search Tool Opening Screen

   Specifies the information displayed by default on the Knowledge tab. You can select one of the following options:

   • Open with FAQ/Search—Displays the Category, Knowledge Search, and Knowledge Document List panes.
   • Open with Knowledge Tree Document ID—Displays the knowledge tree with the document ID specified in the field provided. You can return to the knowledge tree document itself, and then to the Category, Knowledge Search, and Knowledge Document List panes.

   Default: Open with FAQ/Search

   Category Viewing

   Specifies the format in which document categories display in the Knowledge Categories pane on the Administration tab. You can select one of the following options:

   • Display categories in tree view—Presents categories in a hierarchical tree structure in the Knowledge Categories pane. Categories expand to reveal associated subcategories. In this manner, you can view all the categories in the tree simultaneously.
   • Display categories in list view—Presents categories in a list format in the Knowledge Categories pane. When you select a category, its subcategories display in a list. You can view only the current level of categories or subcategories at one time. Use the Up One Level link to return to the previous category level.

   Note: If you have more than 250 categories under the top category, or under any category, use the Display Categories in List View option and not the tree view.

   Top Solutions

   Specifies the number of documents to list in the Top Solutions list on the CA SDM home page.

   Default: 10

   Include global data

   Displays data from all tenants in Top Solutions.

   Default: Enabled

   Document Indexing Notifications

   Sets a user to receive email notifications about status or when errors occur with document indexing. The user must have an email address in the ca_contacts table to receive these email notifications. Use the Notification Page for the assignee contact record for setting notification methods.

   Important! It is critical that you set an Assignee to receive document indexing notifications in the Document Indexing Notifications section. An email address must be defined for this assignee on the Contact Notification page to enable email notifications.

   Click OK.

   General settings are configured.