User Manual for KBase - kalmstrom.com Business Solutions
Contents
1. kalmstrom leveraging your Microsoft Business Solutions 5 SUPPORT Three months of the kalmstrom com Single Support are included in the purchase price of KBase and you are very welcome to renew the services when they expire The kalmstrom com Support Services give the following assistance e Free upgrades of the applications you have purchased licenses for Never worry about upgrades e Your e mails answered within 24 hours e A scheduled telephone or Skype conference within 36 hours e Remote connection services e Influence on future versions and features during Western Europe working days 6 CONTACT If you have any kind of problem or questions about our software there are several ways of contacting us supportOkalmstrom nu Technical issues E mail sales kalmstrom nu General issues Telephone 46 739 206 106 Within USA 800 518 4155 Online chat www kalmstrom com 7 UNINSTALLATION To un install KBase delete all the KBase files and folders both in Outlook and on the network share that you installed it to KBase does not install anything on your local machine nor on the Exchange server Therefore it does not show up in your Control Panel under Add Remove programs KBase for Outlook Manual www kalmstrom com 152. Excel report might look KIH I Mls Table Tools Review View Design EA FAQ NES Bookl Microsoft Excel KB ASE for Outlook Home Insert Page Layout Formulas Data 3 Ba Calibri Ju v iAg Yr c Wrap Text General y Y Check Cell gt Copy 7 an sas Painter B 7 uf En i 2 A 7 22 E EE Mae S Celei al We 68 23 See ae Hyperlink y Clipboard F Font F Alignment F Number F j G36 6 fe HTML Body f al A B c D E F 1 Gc Ed Problem category _ 4 Problem Ty Bd Subject BJ Date Ed Text body RA HTML gt attachme 2 PeterKalmstr6m Calendar Browser for O Features It is possible to change the resouri 8 14 2007 9 38 Text Body HTML Body 3 Peter Kalmstr m Calendar Browser for O Features We have a problem on the Calend 8 14 2007 9 37 Text Body HTML Body j 4 Peter Kalmstr m Calendar Browser for O Features I have seen that your product Publ 8 14 2007 9 37 Text Body HTML Body N 5 PeterKalmstr m Calendar Browser for O Features When I select the alternative Over 8 14 2007 9 13 Text Body HTML Body 6 PeterKalmstr6m Calendar Browser for O Features I am testing Calendar Browser for 8 14 2007 9 13 Text Body HTML Body 7 PeterKalmstr m Calendar Browser for O Installation Every time press Manage geta v 8 14 2007 9 37 Text Body HTML Body 8 PeterKalmstr6m Calendar Browser for O Installation When I run the setup of C
3. computer Click here For options Allow Blocked Content What s the Risk Table of Contents More information Calendar Browser for Outlook KBase Archive Tool imports attachments and inline images while generating KBase web pages Those attachments are placed in sub folders Image attachments such as BMP are automatically converted to JPEG to make it compatible for web browser as well as to decrease the rather large size of the bitmap Note when you need to regenerate html files again after adding removing editing articles if you want to have also the articles that were not changed left in the index you need to select all categories and types that were selected before The index will list only those article categories and types that are generated at each time and it will not keep anything from an earlier generating KBase for Outlook Manual www kalmstrom com 11 kalmstrom leveraging your Microsoft AQ KBase sor Outlook Business Solutions F 3 6 EXPORT TO EXCEL To export KBase articles to an Excel ha HTML Body Export To Excel datasheet use the button in the KBase e bg gif homepage or run the file KBaseExcelExport exe in the KBase a KBaseArchive exe installation folder Open the KBase folder in Outlook before you run the file You may select some articles in KBase or export them laf KBaseEmpty pst 2 EE by other criteria see below Lo kBaseExcelExport exe KBaseExport
4. 2 INSTALLATION OF KBASE KBase may be installed in any folder on a PC and in Outlook but if you wish to share the articles you should use a network folder and a public or shared Outlook folder This is the installation described here Create a KBase directory in a network drive and save the file you downloaded KBaseSetup exe into it You can use either a UNC path such as servername sharename or a mapped drive such as Y Then run the KBaseSetup exe and follow the instructions If you already have a KBase installation you can select the alternative Repair Upgrade but here we will describe a New installation KBase for Outlook Manual www kalmstrom com kalmstrom leveraging your Microsoft Zka KB ase tor outo Business Solutions y Setup Installation Type e The Knowledge Base that runs completely in Outlook NA KBase for Outlook www kalmstrom com Select an installation type New KBase C Repair Upgrade existing KBase The Knowledge Base that runs completely in Outlook KBase for Outlook Select a folder where all the required files will be placed We recommend selecting creating a network shared folder such that all users can have access to the files You need to have read permission for this network folder for all your Users www kalmstrom com Choose a folder for installation to continue XK KBasel For more info visit www kalmstrom com If you want to familiarize yoursel
5. Outlook NameDays Public Folder HelpDesk for Outlook Support TimeCard for Outlook wii kalristrom nu KBase for Outlook Manual www kalmstrom com a pi E kalmstrom a FAQ KBa S for Outlook leveraging your Microsoft Business Solutions 3 2 EDIT ARTICLE e Outlook 2003 under Edit select Edit content e Outlook 2007 select Revise content under Other actions e Outlook 2010 under Actions select Edit message Edit and then post the article again 3 3 PRINT ARTICLE To print an article right click it and select Print Fulltext search Arrange By Custom Peter Kalmann 8 14 2007 eco have see 3A COPY older Her nn Search 0 i Quick Print 18 14 2007 When I se vto hav Post Reply Clear Search DJ Peter Kalr pa 8 14 2007 lam testin La Reply tlook on Forward gt Installatio New i gt Mark as Unread mo epee Categorize b Usage ES ds Publish to web pages Y Follow Up b Exchange Se 4 Find Related Quick Steps y p kalmstrom n 5 Rules gt OLAP Repori Ca Move in OneNote de Junk Delete gt Outlook Nan KBase for Outlook gt Public Folde X KBase for Outlook Manual www kalmstrom com kalmstrom A Kg KB ase tor outiook leveraging your Microsoft G Business Solutions 3 4 SEARCH ARTICLES To search for a certain article write one word or more in the box and click Search KB
6. Settings xml With this tool you may also export items from other Outlook ae folders to Excel Just select the items you wish to export and run E the file You may also opt to include the article attachments and to show the article in HTML in the Excel data sheet Click the Export to Excel button when you have made your choices This is the default screen and choice When you have made your own choice KBase will remember it in the file KBaseExportSettings xml and show it the next time you want to export to Excel Export to Excel Export to Excel Export article text in HTML A Include attachments Export selected item s Export KBase articles If you select the alternative Export KBase articles the screen expands You may now export KBase articles by Problem Category and Problem Type Uncheck the box if you don t want to include a Category or Type It is also possible to export articles created by a certain user KBase for Outlook Manual www kalmstrom com 12 kalmstrom leveraging your Microsoft Business Solutions Export article text in HTML Include attachments O Export selected item s Export KBase articles Problem category Calendar Browser for Outlook Exchange Server OLAP Reporting for Excel Outlook NameDays Public Folder HelpDesk for Outlook TimeCard for Outlook Export articles created by OOOO Problem Type Features Installation Usage This is how the
7. alendar E 8 14 2007 9 37 Text Body HTML Body 3 9 PeterKalmstr m Calendar Browser for O Installation We have installed Office 2007 and 8 14 2007 9 37 Text Body HTML Body x 10 PeterKalmstr6m Calendar Browser for O Installation _ tried installing your product this r 8 14 2007 9 37 Text Body HTML Body z 11 Peter Kalmstr m Calendar Browser for O Installation Is it possible to get a new evaluatic 8 14 2007 9 37 Text Body HTML Body 12 Peter Kalmstr m Calendar Browser for O Installation Folder homepage does not work 8 14 2007 9 37 Text Body HTML Body 13 Peter Kalmstr m Calendar Browser for O Installation Although I have the proper versior 8 14 2007 9 37 Text Body HTML Body 14 Peter Kalmstr m Calendar Browser for O Installation On some of the computers am ge 8 14 2007 9 37 Text Body HTML Body 15 Peter Kalmstr m Calendar Browser for O Installation About 90 of our computers are ge 8 14 2007 9 37 Text Body HTML Body 16 Peter Kalmstr m Calendar Browser for O Installation In the lower right corner there is a 8 14 2007 9 37 Text Body HTML Body 17 Peter Kalmstr m Calendar Browser for O Installation _ get evaluation period expired e 8 14 2007 9 37 Text Body HTML Body 18 Peter Kalmstr m Calendar Browser for O Usage Is there a way to stop the open fil 8 14 2007 9 37 Text Body HTML B 19 Peter Kalmstr m Exchange Server General Isthere any way around the need 1 8 14 2007 9 37 Text Body HTML Body 20 Peter Kalmstr m Exchange Server General We utilize a Managed Exchan
8. ase will then make a search of Full text search all the text in the articles and list all articles which contain the word you have written Click Clear Search if you want to try with another word Search yo Clear Search New Publish to web pages Export To Excel 3 5 SAVE ARTICLES AS WEB PAGES To save articles as web pages click the button Publish to web pages You will then be presented with a screen where Full text search you can decide what problem categories and types that Should be saved and how they should be saved Uncheck the categories or types you don t want to publish A table of content can be generated automatically and Search po there articles can be grouped by Problem category and type and with a collapsible outline Clear Search If you want to see an example on KBase articles saved as web pages please visit http www kalmstrom com products Outlook KBase FA New Publish to web pages Export To Excel KBase for Outlook Manual www kalmstrom com kalmstrom leveraging your Microsoft kg KB ase tor outioor Business Solutions NES is KBase for Outlook 2 2 384 into webpages ready for publication ase for Outlook Kalmstrom com Select the folder to place the web pages Business Solutions C Users English Documents KBase Naming scheme of webpage 8 Use subject C Use incremental numbering 1000 Generate Table of Content index htm Other Settings Group genera
9. der View oy g Change View z R Sort Navigation F fing cidad Show as Conversations H eee E0 iS ie View Settings fo Add Columns Reading Pane cn Conversation Settings Arrange pe People Window Reset View By Expand Collapse 2 To Do Bar Pane ha Current View Conversations Arrangement Layout People Pane a Favorites 3 Inbox G Sent Items 4 Calendar Browser for Outlook Arrange By Custom 4 Mailbox kalmstrom 4 7 Inbox ar Peter Kalmstr m 8 14 2007 Converted It is possible to change the resources fro U La HOSP Peter Kalmstr m 8 14 2007 E aes We have a problem on the Calendar Browser al KBase Peter Kalmstr m 8 14 2007 a I have seen that your product Public Folder H gt 3 Support Wy Peter Kalmstr m 8 14 2007 Lal Drafts 3 When I select the alternative Overview to hav gt Sent Items Mi Peter Kalmstr m 8 14 2007 gt la Deleted Items Iam testing Calendar Browser for Outlook on 3 Junk E mail 3 outbox 1 b Installation 11 RSS Feeds gt LG Search Folders P Usage 1 juaw yuodde Buimosdn of EER A 54358 O Aepo a a Diihlir Palaaore gt Exchange Server 1 gt kalmstrom nu Outlook Solutions 2 K B dS for Outlook sg AP Renortina for Excel 1 1 1 LANGUAGES The language of KBase is automatically set to the same as of the computer s operative system If the OS language is not supported by KBase Engl
10. f with KBase you can make use of the possibility to create example data This possibility is offered at the end of the installation when you are asked to select Outlook folder You will be offered the some FAQ from www kalmstrom com KBase for Outlook Manual www kalmstrom com kalmstrom Business Solutions When you are asked to select an Outlook folder it should be leveraging your Microsoft FAQ KBase for Outlook Set up Apply settings to Outlook The Knowledge Base that runs completely in Outlook KB ase for Outlook Outlook needs to be configured In the next step you will be prompted to select create an Outlook folder of the Mail and Post Items type A folder homepage will be linked to that Outlook folder We recommend you to select create the Outlook folder among the Public Folders so that all your users can access this application Appropriate permission for this folder has to be set for all your users war kalrmstrom conn F Load some example data For more info visit www kalmstrom com Previous Select Folder a public folder or shared Folders mailbox 84 Suggested Contacts 2 Tasks 1 a test 3 Internet Calendars a 3 Public Folders la Deleted Items 3 d All Public Folders laster Cal Resources PF HelpDesk 140 A Resources gt 3 SharePoint Lists KBase for Outlook Manual www kalmstrom com kalmstrom E leveraging your Microsoft Busi
11. ge Se 8 14 2007 9 37 Text Body HTML Body 21 Peter Kalmstr m OLAP Reporting for Exci Features want to use the OLAP Reporting T 8 14 2007 9 37 Text Body HTML Body n KBase for Outlook Manual www kalmstrom com 13 FAQ kalmstrom leveraging your Microsoft KBase for Outlook Business Solutions 4 REGISTRATION AND TRIAL INFO You may evaluate KBase for 30 days If you want to continue using the program after the trial period you must register it The registration is performed by clicking the License button in the Archive Tool press the button Publish to web pages to reach it The license can be bought at the KBase Purchase page When you have received our e mail with the registration code insert in the empty field and click Register You must be connected to the internet for registration to work If you are a Member of kalmstrom com Community you may use KBase without any extra costs Just contact the kalmstrom com Sales department at sales kalmstrom com and ask for a registration key and we will send it to you promptly KBase for Outlook This is an unregistered version of KBase for Outlook This version will function 30 more days If you already have a registration key enter it below to activate and register the application You need an active internet connection for this to work Registration Key Register www kalmstrom com KBase for Outlook Manual www kalmstrom com 14
12. ish is used instead The supported languages are Czech Danish Dutch English Estonian Finnish French German Greek Italian Norwegian Portuguese Russian Spanish and Swedish KBase for Outlook Manual www kalmstrom com kalmstrom a MA KB ase tor outiook leveraging your Microsoft Business Solutions 1 2 SYSTEMS KBase is easy to use and can be handled without many instructions but this manual will help you to get the most out of the application All screenshots in the manual is taken from a PC with Office 2007 English version but KBase works with Outlook 2003 and 2010 also 1 3 OWA KBase articles can also be published to Outlook Web Access but due to limitations in OWA they do not appear exactly the same in OWA as in Outlook In OWA the articles can only be seen not edited and you cannot use the KBase search function but have to use OWA s instead For information about OWA integration please refer to the online video demonstrations at http www kalmstrom com products Outlook KBase Demonstrations htm 1 4 SHAREPOINT KBase can be integrated in a SharePoint site For instructions on how to do that refer to the online video demonstrations at http www kalmstrom com products Outlook KBase Demonstrations htm 1 5 PERMISSIONS You can define user groups by setting permissions on the Outlook folder where KBase is installed All KBase editors must have write permission over the KBase file folder
13. kalmstrom leveraging your Microsoft Business Solutions Wd KB ase tor outo KBase Manual L Todu ON ataco E A E A EE AE E 2 1 1 Bg OC SS A E A E A T 2 1 2 SU Mh A PO on eee eis A A A A T neces T A T 3 1 3 OV EE E E O O gan tson pnceronae jane A A jade gsm A gens cease ase 3 1 4 SN OFOG anA E E E ica 3 1 5 PERSO e E A E sonatas 3 2 1AStallatciOn OF K BASE cirrosis ia iia 3 S USING KBASO dois rn 6 3 1 Create NCW Alti ss coords A AA AAA e AAN AAA 6 e A o PO TA 8 3 3 PRIMG CNUCIC sostiene iia 8 3 4 Search arales sisi A ANA ANNAN AAA 9 3 5 Save articles as WED PaGeS sisiriscccccsveseccizessaucesvaseecinessauceataseecteassauccstaseeeinassaucestaseecn 9 3 6 EXPO TO EXCO a E E E O E A EA E AE E E E EA EA 12 4 Registration and Mal INTO esmescisictieconicteci sicinciiaisshiriaiis ista biiaa s biota bicis ita ia 14 S SUDDOM C ambssrisnia iris 15 O COMA cornrne EEEE EEEE EE EREE EEEE E EEA EE EE AAE EE EEE 15 F UnIAStallabiOn siririnn nas vi id NANA AA 15 KBase for Outlook Manual www kalmstrom com kalmstrom l leveraging your Microsoft FAQ KBase for Outlook Business Solutions e 1 INTRODUCTION KBase is a knowledge base that runs completely in an Outlook folder and is available right inside Outlook The articles are saved in Outlook in the same way as e mails and appointments so no database is needed E ME KBase kalmstrom com Business Solutions Microsoft Outlook co E 7 Home Send Receive Fol
14. ness Solutions KBase When the installation is finished you will get a message that it has succeeded The KBase TENE y directory should have the following content 5 bg git When you have used the Export to Excel i feature for the first time you will also get a KBaseArchive exe KBaseExportSettings xml file and if you opt to 2 KBaseEmpiw pst export HTML files you will get a folder for 21 KBaseEmpty pst them Lo RBaseExcelExport exe 197 KBaseFilled pst 3 KbaseRect gif y KBsettings txt E OKBase htm 23 OKBaseForm fdm y ReadMe txt 3 USING KBASE Whenever you want to save information a solution to a problem or something else you want to remember and share with others KBase is easy at hand in your Outlook If you use KBase with the information sharing and support handling application Public Folder HelpDesk also from kalmstrom com Business Solutions the most common will be that you save a finished support case as a KBase article by simply clicking a button If you use KBase alone you will create new articles by writing or copying and pasting information into them In both cases you can use images hyperlinks and attachments in the articles 3 1 CREATE NEW ARTICLE To create a new KBase article click the button New in the KBase homepage The first time you do this the KBase form will be installed which only takes a second or two When the new empty article comes up you can write paste or insert text images links or at
15. tachments You can also use all the other Outlook tools like format text and spelling check The two Created by fields are filled out automatically with your name and date when the ticket is posted KBase for Outlook Manual www kalmstrom com kalmstrom 7 leveraging your Microsoft FAQ KBase for Outlook Business Solutions There are three fields that are normally filled out in the article Full text search i Subject Problem Category and Problem type The subject you must write or paste but you can choose the problem category and type from drop down lists If KBase is empty you don t have any categories or types Just Search write something in the fields and KBase will remember it and show it the next time Later if you need a new category or type Clear Search you also just have to write them in the fields instead of selecting anything When the article is finished click Post and it will be saved in rtf format New el Fae F Untitled HelpdeskKBArticle 50 X HelpdeskKBArticle Insert Options Format Text cz A di Times New gt A NESSA de f a Pi 199 a3 oo La Post A B 7 5 E Eta soe Spelling F a EJ 4 ps Send cippoare y Basic Text fa Include E ___ Proofing Subject Problem category Calendar Browser for Outlook Exchange Server kalmstrom nu Outlook Solutions OLAP Reporting for Excel
16. ted web KB Artides by ollapsible Cutline Overwrite files a 7 Run index htm when done Select Problem Categories amp Types Problem Category Problem Type Calendar Browser for Outlook Communications iw Exchange Server W Features kalmstrom nu Outlook Solutions General OLAP Reporting for Excel Installation Outlook NameDays Metadata Public Folder HelpDesk for Outlook Usage TimeCard for Outlook co www kalmstrom com KBase for Outlook Manual www kalmstrom com 10 kalmstrom leveraging your Microsoft FAQ KB ase tor Outlook Business Solutions When you have clicked Generate Microsoft Office Outlook Outlook might give a warning message In that case you have to A program is trying to access e mail address information allow access to be able to save KBase stored in Gutlook IF this is unexpected click Deny and verify articles as web pages our antivirus software is up to date For more information about e mail safety and how you might be able to avoid getting this warning click Help Allow access For EN When the web pages are generated Internet Explorer may give you a warning too In that case you must allow blocked content to be able to expand and collapse problem categories and types Only Internet Explorer allows the collapsing and expanding E To help protect your security Internet Explorer has restricted this webpage from running scripts or Actives controls that could access your
Download Pdf Manuals
Related Search