Administering Knowledge Management › Configuring the 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.

Follow these steps:

1. Select Knowledge, System, General Settings on the Administration tab.

   The General Settings page opens.

2. Complete the following fields 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

   Path for EBR Index Files

   Defines the location for storing EBR index files. CA SDM creates EBR index files when you save and publish any knowledge document. Depending on your configuration type, consider the following points while defining the EBR index file path:

   • Conventional: If you are upgrading from the CA SDM Release 12.9 from r11.2 or r12.X, you may choose not to use UNC shared path. If you have not created a UNC path, CA SDM uses the default path to store EBR index files. If you are using a UNC shared drive, manually copy the ebr/ebr_ADM folders from the default location ($NX_ROOT/site/) to the UNC shared path.
   • Advanced availability: If you are upgrading to the advanced availability configuration from CA SDM r11.2 or r12.X, you must create the UNC shared path and use it to store EBR index files. The UNC credentials are not required for the default path. After you create the UNC path, manually copy the ebr/ebr_ADM folders from the default location ($NX_ROOT/site/) to the UNC shared path.

   Important! EBR Index Files path & KEIT Files path must refer to the same UNC credentials and the path must reside on a same server to support this.

   Default: $NX_ROOT/site/ebr

   Path For Knowledge Import/Export Files

   Defines the location for storing KEIT import/export packages during an import/export operation. Depending on your configuration type, consider the following points while defining KEIT file path:

   • Conventional: If you are upgrading to CA SDM Release 12.9 from r11.2 or r12.X, you may chose not to use UNC shared path. If you have not created a UNC path, CA SDM uses the default path to store the KEIT files. If you are using a UNC shared drive, manually copy the Import/Export package folders from the default location ($NX_ROOT/site/keit) to the UNC shared path.
   • Advanced availability: If you are upgrading to the advanced availability configuration from CA SDM r11.2 or r12.X, you must create the UNC shared path and use it to store the KEIT files. The UNC credentials are not required for the default path. After you create the UNC path, manually copy the Import/Export package folders from the default location ($NX_ROOT/site/keit) to the UNC shared path.

   Important! EBR Index Files path & KEIT Files path must refer to the same UNC credentials and the path must reside on a same server to support this.

   Default: $NX_ROOT/site/keit

   UNC Credentials

   You can use this option to create UNC credentials to access the network shared drive to access EBR indexing files and import/export packages. Use the UNC Credentials link to create the UNC credentials.

   Note: UNC paths and UNC credentials are required in case of the advanced availability configuration. Restart the CA SDM service when you change any of the UNC details (UNC paths or UNC credentials).

   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! You must set an Assignee to receive document indexing notifications in the Document Indexing Notifications section. A valid email address must be defined in the Notification tab of this contact to enable email notifications.

3. Click Save.

   General settings are configured.

Note: When migrating from older CA SDM release to the advanced availability configuration, manually copy the import/export packages to UNC shared location (specified in Path For Knowledge Import/Export Files field). For EBR index files, you can manually move the EBR/ebr_ADM folders to the UNC shared location or execute the pdm_k_reindex command path.