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LOGOS User Manual 2.39

1. 154 12 1 Using Risk Analysis in knowledgeToolS ssssssunssnunsnrnnsnrnnenrnnsrrnnerenrerrnns 154 12 2 Entering PFODADINTIES ccetcsvencsatenatavecanensiedonasauedanensianenedaeinnceerdincaprednaceune 154 12 Using Expected Val O airin rr riris r itok rinn TEAREN AUN EIRAN EUNETAN EENT 158 124 Additional FUNCHON S mecca cecter ten ronnen arRo LONNEN 161 13 Using the Calculator Module with knowledgeTOools sccccccceeeseeesnnnnes 163 13 1 Configuring Calculations Creating Formula Fields ccccceseesseeeeeeeeseeees 163 13 2 Possible Calculation Operations ANd FUNCTIONS ccceeeeeeeeeeteeeeeeeeeeeeeeeees 165 13 A N mencal AUS Sree caer succeeeeexceg Sea hoes tampeng ances eerste EN 165 MZ MeV INN NS E are ect eet ee een E eee arrestee ee 165 13 2 3 Possible Calculation Operations and Notation ccccceeeeee eee e ee eeeeeees 165 Toa FUNCTIONS eE lian E E EE E 166 13 3 Performing Calculations wssacsccnswiuictramiciiuennswseneiiann pia A 166 13 4 Exporting Entered Values and Calculation Results ssssssesesesensnsrrererenrns 167 14 THES TULOFial MOQUE sssini EARO RE NEREAREN EENE 169 14 1 resting New TUtOraAlS aisge E EE 169 14 2 Assigning Videos and Slides ssnssussssssnssnnnssnsnssnssssnesrnnessnnssnsnenrenenrnne 171 14 3 Creating Scripts for Tutorials ssssssssssssnssssnsnesrnnssnnnesnnnennsnnensnennenrnne 172 IAA Viewing TUCON ANS arrrii
2. knowledgeTools 10 2 Creating New Scripts In order to create new scripts in a tree you must possess structure editor rights for the tree in question 1 Open the tree in structure editor mode and open the Scripts menu 2 Select the Create script option 3 Enter a name for the new script 4 Click on the Save button below A sidebar will now appear on the right hand side of the screen with the Script Editor This editor can be used to create and edit the contents of scripts The Script Editor is structured from top to bottom as follows e the search field with the search mask for searching in the script e the toolbar with all of the script editing options e the display area where the script is displayed You can create aS many scripts as you want within a tree In order to do so simply repeat the above described steps 6 and 7 Demoscript _ m Cl search for page number Unlinked sections ACHAL Ov Ad dD Demoscript Fig The Script Editor 10 3 Creating Script Contents When a new script is created only the name of the script is displayed in the editor The toolbar above the name of the script is initially disabled The icons that are activated in the toolbar depend on the elements of the script that are clicked on within the course of further editing 114 knowledgeTools Scripts are structured documents i e they consist of hierarchically structured headings referr
3. NOTE After the successful installation of patches it is absolutely essential that the web browser cache referred to as Temporary Internet Files of each workstation that accesses the LOGOS server be emptied Otherwise problems may occur during use as parts of the application in the cache of the browser may conflict with the application on the server In order to install patches from a data storage device proceed as follows 1 2 Click on the Patches tab at the top of the screen if this tab is not already active You will see the patches that can be installed or are already installed in a window labelled List of installed and installable patches Click on the Show new patches button to connect to the patch server and check whether there are new patches available If there are new patches available then the numbers and names of these patches will be displayed Click on the Browse button and then select the data storage device that contains the patches in the window that opens The patches are supplied in the form of ZIP files Select the ZIP file on the data storage device and click on the Open button 206 knowledgeTools 4 Click on the Upload button and the patches will be copied to the server and installed 5 You will receive a corresponding message after the successful installation of the patches You must now restart the server 6 Please click on the Server tab at the
4. Please click on the gt icon to start the export process If you want to delete the import task then please click on the Mf icon After the successful export the message Completed Successfully will be displayed in the task window Click on the icon to download the exported decision Please then click on the T icon to remove the successfully completed task from the task window Deleting Decisions 1 Click on the Options tab Please then click on Manage Laws and Decisions 3 Click on the selection list labelled Please Select Court Select the court from the selection list where the decision that you want to delete is saved Alternatively you can enter the file number of the decision that you want to delete in the input field that is below the selection list If you select a court by using the selection list then all of the decisions from the court that exist in the database will be displayed Select the decision that you want to delete by clicking on the selection box in front of the name of the decision You can also select more than one decision in this way If you enter a file number then a decision will be displayed Select the decision as described above 95 8 5 5 knowledgeTools Please then click on the Delete button at the bottom and the task window will open In this window the delete process will be displayed as a new task that is to be executed
5. ccc ccecccceeee eee ee seen eee eeeeeeeeaaanaes 110 9 4 4 Creating Links Between Nodes and Fil S ccc cccce cece eeeeeeeeeeeeeeeennees 110 9 4 5 Deleting Links Between Files and NOES ccccceeeeeeee eee ee eeeeeeeeaaeaees 111 9 4 6 SS SVS Uli FV SS anaa E i E TAA 111 10 THE SCPE EQUlOl iorra EAA ENa AARRE NONNA 113 10 1 Importing MS Word Documents as ScriptS ssssssssssrersnrerrnrsrrnnsrrnrerenn 113 10 2 Creating New SCM Des aac cercreccencn tema tecum ics eeteeates E EEEREN 114 10 3 Creating Schipt ONGC INS crccacces cance mas ee a EE EEEa 114 10d Creating SeCUONS csemteeteneartecoceowaansmerenderetiecsueeracsuace E E a a 115 10 32 Croating Text BIOCKS iacasacesaccatiacagaseveneeenesesrsactsauemieaeserereaiacuseraanesess 115 10 3 3 Renaming Scripts and Setting LINKS cece cccceeeeeee eens eee eeeeeeeeenees 116 10 4 Editing Existing SCripUs ccsscessasnsseaaversanteehisnstaewrianeuetersatestriantunbrrineseresecis 117 10 4 1 Editing Sections and Text BIOCKS cccce seen eee eeeeeeseeeeesennnnnnneeeeesnegs 117 TOt MOVING EITI NE ercse nrc cegeneestoratriaieaasessseeeunrasaenennsaeecnen eran en nantes eases 117 10 4 3 Moving Text Blocks by Using Cut and Paste c ccc ccccccce cece eee eeeeees 117 10 4 4 Merging Text BlOCKS issccncactectentacaserannersentestiparaustemameeternetuehonintiaeenes 117 10 4 5 Deleting Elements sririreiiririsrnrniererinri rir neri NEEC 118 10 5 Integrating Ex
6. Upload PowerPoint slide Upload slide C Durchsuchen Upload Fig Uploading individual files for the creation of a new tutorial 171 knowledgeTools You also have the option to assign several individual PowerPoint slides in SWF format to a tutorial These PowerPoint slides should first have been converted to SWF format using OpenOffice In order to do so proceed as follows 1 Open a PowerPoint presentation in OpenOffice 2 Make sure that the presentation only contains a single slide 3 Open the File menu and select the Export option 4 Select a location to save the file that you want to create and enter a filename 5 Select the option Macromedia Flash SWF under File Format 6 Click on Save You can now upload the created file to the server 1 Click on the Browse button under Upload PowerPoint Slide in order to select a file from your computer 2 Click on the Upload button to upload the file 3 If you want to upload several such files then please repeat the two previous steps Click on the Continue button to move to the next editing step 14 3 Creating Scripts for Tutorials You can now create the script for your tutorial When creating the tutorial script you can set the time in the video when you want specific events in the tutorial to be activated knowledgeTools Mozilla Firefox Datei Bearbeiten Ansicht Chronik Lesezeichen Extras
7. click on the selection boxes in front of the names of the corresponding laws Next click on the Export button and the task window will open In this window the export of the law will be displayed as a new task that is to be executed Please click on the gt icon to start the export process If you want to delete the export task then please click on the M icon After the successful import the message Completed Successfully will be displayed in the task window Click on the O icon to download the exported law Please then click on the T icon to remove the successfully completed task from the task window NOTE Please note that if you export several laws at the same time then they will be Saved in a Single file 8 5 2 Deleting Laws NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task KR W N e Click on the Options tab Please then click on Manage Laws and Decisions Click on the button labelled Show all acts An alphabetically sorted list of all the laws that exist on your server will now be displayed You now have the option to delete one or more laws In order to do so click on the selection boxes in front of the names of the corresponding laws Please then click on the Delete button at the bottom The task window will open after the successful upload of the file In this window
8. e Operating system MS Windows 2000 XP or Vista also functions with Linux with a slightly reduced spectrum of operating functions e Screen resolution 1024 x 768 Your screen resolution should be at least 1024 x 768 pixels however for optimal operation a higher screen resolution is recommended e Installed web browser Internet Explorer version 6 or later or Mozilla Firefox version 1 5 or later please note that the function Document Generation is only available when using MS Internet Explorer e Installed Flash Player version 8 or later the standard Flash Player software can be downloaded free of charge from the following address http www adobe com shockwave download download cgi P1_Prod_Version Sh ockwaveFlash amp promoid BIOW e Activated JavaScript The use of JavaScript must be enabled in your browser e Accessing the LOGOS server Your workstation must be able to access the computer that the LOGOS server is installed on via http The LOGOS server computer may also be the workstation e Customized security settings The URL address of your LOGOS server Should be entered as a Trusted site in Internet Explorer in order to be able to use the Document Generation function The security level for the Trusted sites must be set at Low e Installed Microsoft Office version 2000 or later Office is only necessary if you intend to use the function Document Generation Please do not hesitate to co
9. or RTF documents for further editing e g in Microsoft Word Scripts can be accessed throughout the server the access to the individual scripts is configured in the extended system for the administration of access rights The Script Editor is available if the Dataroom Module is activated 2 2 3 The Document Generator The Document Generator enables users to create complex structured documents directly from knowledgeTools These documents are dynamically generated from text modules on the basis of the assigned colour markings These documents may be individually edited prior to being published as PDF or RTF documents When doing so the user has the option to both individually edit the text modules from the corresponding knowledgeTool or to add new text modules In order to use the Document Generator you require the corresponding licence 2 2 4 The Legal Database The Legal Database enables users to even upload laws and decisions in full text into the database or to import laws and decisions from other LOGOS servers These laws and decisions can then be automatically linked in knowledgeTools so that the users can directly access a corresponding law or decision in full text from a knowledgeTool In order to use the Legal Database you require the corresponding licence 14 knowledgeTools 2 2 5 The Dossier Module The results that are achieved with knowledgeTools are saved in processes It is also possible
10. Access Analysis on Created Supervisor Tree Right Read Tree Right Process Processes Analysis Supervisor Tree Right Read Tree Right Process Analysis P Supervisor Tree Right Read Tree Right Process Access Graphical Process Analysis Analysis Access User Statistics User Admin Supervisor Tree Right Read 187 knowledgeTools 17 Using Statistics Users can access different analyses of the use of the kKnowledgeTools on the server in the Reporting tab There are four types of analyses available e the analysis of created processes e the graphical process analysis e the raw data analysis e the user statistics In order to access one of these analyses proceed as follows 1 Click on the Statistics tab 2 Select the required type of analysis by clicking on it with the mouse 3 On the next page select the tree that you want to display the analysis for and the analysis will be displayed NOTE In order to view analyses you must possess the Supervisor global access right as well as the Process Analysis right for the respective tree In order to be able to access the user statistics you must possess the User Admin administrative access right 17 1 The Analysis of Created Processes The process analysis provides an accumulated display of all processes and indicates which nodes of a tree have been marked as True or False In addition it shows whethe
11. Please click on the P icon to start the delete process If you want to cancel the delete process then please click on the T icon After the successful deletion the message Completed Successfully will be displayed in the task window Please then click on the ff icon to remove the successfully completed task from the task window Importing Laws and Decisions NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task Laws and decisions may be transferred as product files recognized by the KIP filename extension In order to import such a product file please proceed as follows i 2 3 Click on the Options tab Please then click on Import Product File Click on the Browse button in the window that opens and select the directory where the product file that you want to import is saved Select the corresponding file by clicking on it with the mouse and then please click on the Open button Please then click on the Upload button The task window will open after the successful upload of the file In this window the import of the product file will be displayed as a new task that is to be executed Please click on the icon to start the import process If you want to delete the import task then please click on the icon After the successful import the message Completed Successfully will be displayed in the t
12. Upload date of the file when the file was originally uploaded to this server Uploaded by who uploaded the file to the server Searchability whether the contents of the file can be searched in with the integrated full text search 103 E knowledgeTools knowledgeTools Mozilla Firefox BAX Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Filemanager wg File Settings Datarooms Files Va Upload Upload by Creation ir logik pdf 239 KB 21 11 2007 Doe John WaemDirectory 4 logik pdf 23 Directory B Adobe Acrobat Document 20553d0523919b565118758aa9c5cc7e09714709 21 11 2007 239 KB John Doe yes 2582 words die logische grammatik der knowledgetools 2 Files of your local system Upload of a single file Upload Bulk upload Fig The display of the file properties in the directory view In order to open a file click on the filename once with the right mouse button A shortcut menu will now appear Click on the Open option in the shortcut menu with the left mouse button 9 3 1 Finding Files There are several options available for searching for files in datarooms You can search for filenames file content full text search in all the contents of the file keywords that have previously been assigned to the individual files the creation date the upload date other data that has
13. and enter the technical path of the node from which you want the creation of the table of contents to start in the field on the right next to it NOTE If you select a node other than the start node of the tree and you then access the dialog for creating a table of contents the technical path of the selected node will automatically be entered in the field Restrict To Nodes With Supplementary Information With this option you can determine that only those nodes with additional information are included in the table of contents Include Nodes That Satisfy Only One Search Condition If you have selected all or several of the above options for the table of contents then you can use this option to determine that nodes which only fulfil one of the conditions should also be included in the table of contents 83 knowledgeTools 8 The Legal Database If you possess the corresponding licence on your server then you will also have access to the Legal Database By using the web based editor users can also upload laws and decisions to the database themselves The additional information that is contained in knowledgeTools i e explanatory texts detailed texts practice texts etc is automatically linked to the integrated Legal Database in so far as a law or decision is cited in these texts The laws or decisions in the texts are displayed as links with a corresponding icon in an abbreviated form in the Library
14. e open trees for reading if they also possess read access to the trees see chapter 16 3 1 e create processes in trees 179 knowledgeTools e edit the additional information of trees but not the tree structure itself if they also possess the right to edit the trees see chapter 16 3 2 16 1 3 Viewer This authorization level has the least access rights Users and or user groups with this authorization level are only able to e open trees for reading if they also possess read access to the trees see chapter 16 3 1 e create processes within trees 16 2 Administrative Access Rights Administrative access rights apply for the entire server and are not restricted to individual knowledge trees 16 2 1 User Management Admin Users and or user groups that possess this access right are able to e create new users and assign them access rights e edit existing users and their access rights e delete existing users e create new user groups and assign them access rights e edit existing user groups and their access rights e delete existing user groups The Users tab and consequently access to the user administration section will only be displayed to users that possess this access right 16 2 2 Tutorial Admin This access right is only available if the Tutorial Module is installed on your LOGOS server Users that possess this access right are able to e create new tutorials e edit existing tutorials The
15. e the position in the tree where you want to start the creation of the process e the layout template that you want to use to create the document that is based on the process e the data that you want to use from the master data of the corresponding dossier It would be too complex if the users had to gather this information before the creation of every single process Therefore this problem is resolved by the process template which contains all of this information Consequently users only require one piece of information namely the process template from which the new process is to be created Process templates only have to be created once and are then available to all users that possess read access to the tree that is referred to in the template NOTE In order to create process templates you must possess the Supervisor global access right In order to create a process template proceed as follows 1 Click on the Templates tab 2 If you are creating a template on the server for the first time then you must first create the directory where you want the new template to be saved In order to do so click on the New Directory button then enter a name for the new directory that you want to create and click on the Create button 3 Enter a name for the template that you want to create in the input field This name should be unique and significant so that subsequent users can immediately recognize the template
16. knowledgeTools LOGOS Release 2 39 User Manual knowledgeTools Table of Contents 1 System REGUIFEINGINES ssnin NEE 10 2 An Introduction to Working With knowledgeTOools ssscssssssssseeeeeeneneees 11 2 1 The knowledgeTools Method cccccccceecceeee sees eee e eee eeeeeeeeeeeeeeeeeeneeeeeenegs 11 2 1 1 Wine ANID ASSO Cla lOW oren TA 12 2 1 2 The OR ASSOCIATO oa caneseedencescccees anne vanenatenandnotananenatdnandmetananenatenaneaneeee 12 2 1 3 THe EXCLUSIVE ASSOCIA ION ccciete crass tesa acenteanacaeiesetencidnatensiesetesideeteeces 13 2 2 The Modules of the LOGOS Server cisccsccccescccccecscecdesssesssceeesesdesssessaseseeeeees 13 PA The Dataroom ModulEsriiirirssisadidsoriniceasiandciiasua d arira Enda DL TANNA 13 2 2 2 Wie SCPE EOT aaro E E E sean 14 PGT The DOCUMeNE Generator nesrsiririsdrminnen dinna Ennn ELERNON LER DN 14 2 2 4 The Legal Database ssssssssssssssssssssnssenrnnesnsnesnsnennsnrenessnnesnrnesnsnene 14 P oT The DOSSiSr Module oteracseeenreeentencceuetenccestencceustenceerctcnctenetenceeee ieaceeseee 15 2 2 6 The Risk Analysis Module assssssssssnsnnnnnsnnnnsrrnnsrrnrenrerenrnrennnnsrrnnenenns 15 P i The Calculator Module 222 acenaceneccuacen minaires rindia E N R EAE 15 2 2 8 The Tutorial Module mirsiriisrseeriiiniusrirs rnin d oirr EAEOI NEONA DIVAT AD 16 2 3 The Elements of the User Interface 22 cccccccccccesccccecescecseeesceeseeuseeeseeuseesseeess 16 2 4 Navigation IN
17. template directory NOTE Depending on the configuration of the settings on your computer the user template directory may not be visible in Windows Explorer and you will therefore not be able to copy the template file there In order to display the directory select Folder Options in the Tools menu in Windows Explorer Click on the View tab in the window that opens and scroll down to the entry Hidden files and folders If the Show hidden files and folders option is not enabled then please enable it Finish by clicking on the button labelled Apply and close the window The template directory will now be visible 11 9 2 Using the Document Generator In order to generate documents in a tree the tree must be assigned the application type Document Generator in the technical tree properties When using this application type it is possible to assign two text modules to each node of the tree using the logical colour marking system one text module for cases where the node in question has been marked as True green and one text module for cases where the node has been marked as False red In addition these text modules may also contain document fields in which the user can enter certain process related data when analysing the respective node The actual document builds itself up dynamically during the colour marking of the individual text modules The document includes all the no
18. to open the search window If you want to search for a dossier by name then enter the name in the input field labelled Search Term and click on the selection button labelled Search in 135 knowledgeTools Filenames If you want to search for the user that created the dossier then enter the name of the user in the input field labelled Search Term and click on the selection button labelled Search for Creator If you want to search for a dossier by using the date that it was created on then Start by clicking on the selection button labelled Search by Date and then select the corresponding date using the selection lists If you want to search in the master data fields of the dossier then enter the search term in the input field labelled Search Term and click on the selection button labelled Search in Master Data Select the master data category that you want to search in from the selection list on the right 3 Click on the Search button to start the search 11 7 3 Editing or Deleting Existing Dossiers You have the option to edit both the name of a dossier as well as the contents of the master data fields 1 Select a dossier from the list of your dossiers by clicking on the selection box in front of the name of the corresponding dossier 2 Click on the Edit Dossier button In the window that now opens you can change all the contents that are displayed in the input fields 3 Finish
19. 1 Der Wirksamkeit eines Vertrags steht es nicht entgegen dass der Schuldner nach 275 Abs 1 bis 3 nicht zu leisten braucht und das Leistungshindernis schon bei Vertragsschluss Untertitel 2 Besondere Yertriebsformen O Untertitel 3 Anpassung und Beendigung von Yertragen O Untertitel 4 Einseitige Leistungsbestimmungsrechte C Titel 2 Gegenseitiger Vertrag O Titel 3 Versprechen der Leistung an einen Dritten C Titel 4 Draufgabe Vertragsstrafe Titel 5 Riicktritt Widerrufs und R ckgaberecht bei vorliegt 2 Der Gl ubiger kann nach seiner Wahl Schadensersatz statt der Leistung oder Ersatz seiner Aufwendungen in dem in 284 bestimmten Umfang verlangen Dies gilt nicht wenn der Schuldner das Leistungshindernis bei Vertragsschluss nicht kannte und seine Unkenntnis auch nicht zu vertreten hat 281 Abs 1 Satz 2 und 3 und Abs 5 finden entsprechende Anwendung Verbrauchervertragen Abschnitt 4 Erl schen der Schuldverhaltnisse O Abschnitt 5 bertragung einer Forderung C Abschnitt 6 Schuld bernahme 311b Vertr ge ber Grundst cke das Yerm gen und den Nachlass seit 01 01 2002 1 Ein Vertrag durch den sich der eine Teil verpflichtet das Eigentum an einem Grundst ck zu bertragen oder zu erwerben bedarf der notariellen Beurkundung Ein ohne Beachtung dieser Form geschlossener Vertrag wird seinem ganzen Inhalt nach g ltig wenn die Auflassung und E Fertig Fig The display of a
20. A file number consists of the following text components e Senate a Roman or Arabic numeral between 1 and 15 i e 1 15 or I XV e Type of proceedings 1 4 letters e Process number 1 5 letters 2 letters e g 3 98 or 10953 02 6 6 4 Citing Decrees A decree consists of the following text components 66 knowledgeTools e Start text Tz e Two digit number e g 03 18 here again a lower case letter may be appended to the number e g 8b 03 e Any text providing it does not contain a decree name e The name of the decree Decrees are saved in the database as laws therefore this is technically only a different method to link laws 6 7 Inserting Footnotes Click behind the text in the text input field where you want to insert a footnote and then d click on the icon A pink box will appear at this position click in the middle of this box and enter the text of the footnote in the box 6 8 Inserting Tables Click on the position in the text input field where you want to insert a table and then click on the C icon You can now determine the properties of the table in the dialog box that appears e Rows determines the number of rows in the table e Cols determines the number of columns in the table e Width determines the width of the table you may either enter a percentage value or an absolute value in pixels e Alignment determines the horizontal and vertical alignment of the table e Border Thickness deter
21. Click on the Create button to move on to the next editing step 14 2 Assigning Videos and Slides On the next page the name of the tutorial that you have created will be displayed Below it the address URL at which you can access the tutorial directly will also be displayed e g if you want the tutorial to be accessed by a link on another website Use the Upload Video function to upload a video to the server from your computer Please note that the video must be in FLV 1 1 format and that the file should not exceed a size of 40 MB 1 Click on the Browse button to select the file from your computer 2 Click on the Upload button to upload the file to the server Alternatively you may also use a video that is already on the server 1 In order to do so click on the drop down list in the line labelled Select Existing Video 2 Select a video on the server and then click on the Select button e knowledgeTools Mozilla Firefox LK ole Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Users Edit tutorial Step 1 f Lesson name Demotutorial URL for direct accesshiip Hocalhost knowledgetools ams Ptab trees amp tree c_produktion amp tutorial 2 Associated knowledgeTool c_produktion Upload video Please set a video Upload video fall3 th Durchsuchen Upload Select existing video fall2 flv Select
22. Dossiers Minimum Requirement Basic Availability Create Dossiers Manager Manager SSS Supervisor SSS Configure Master Data Supervisor Datarooms Minimum Requirement Basic Availability Dataroom Licence Dataroom Licence S Download Datarooms as ZIP Files Configure Indexing Supervisor Write Access to Dataroom Templates Minimum Requirement Basic Availability Create Templates Supervisor Tree Right Read Edit Templates Supervisor Tree Right Read Delete Templates Supervisor Tree Right Read 185 E knowledgeTools Calculator Manager Tree Right Read Risk Analysis Manager Tree Right Read Legal Database Tree Admin Tree Admin Tree Admin A amp D Editor Scripts Minimum Requirement Dataroom Licence Viewer Tree Right Read Script Right Read Delete Scripts Tree Admin Export Scripts Tree Admin Import MS Word Documents as Scripts Tree Admin Tutorials Minimum Requirement Basic Availability Tutorial Licence Open Tutorials Viewer Tree Right Read Create Tutorials Tutorial Admin Tree Right Read Edit Tutorials Tutorial Admin Tree Right Read Delete Tutorials Tutorial Admin Tree Right Read Process Analyses Minimum Requirement Basic Availability Standard View Process Analyses Supervisor Tree Right Process Analysis 186 E knowledgeTools Statistics Minimum Requirement Basic Availability Standard
23. Enter the user name of the new user on the next page The user will use this name to login to the system in the future Please note that the user name must be an existing e mail address 3 Enter the name s and surname of the user as well as a password of your choice in the corresponding fields Due to security reasons the password must be made up of at least 6 characters Re enter the password in the next line 4 You can now determine the access rights of the new user by selecting one of the three options Supervisor Manager or Viewer under Global Access Rights Please refer to the corresponding summary in the appendix for further details concerning these authorization levels 5 If you want the new user to be granted administrative access rights then click on the arrow next to Administrative Access Rights and select the applicable access rights Please refer to the corresponding summary in the appendix for further details concerning these authorization levels 6 In order to add the new user to an existing user group click on the arrow next to Group Affiliation if available all of the existing user groups on the server will now be listed Select the required user group s by using the corresponding check boxes 7 Click on the arrow next to Access rights for knowledge areas to grant the new user access to existing knowledge fields The left column of the table that opens displays a list of the
24. Mozilla Firefox Joe Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe LOGOS Web Console Server Patches Logs Backup Status of recent jobs Server AllegroServe 1 2 24 JA Fig The LOGOS web console 18 2 2 Starting Stopping the Server NOTE You should only stop or restart the server if you are sure that there are no other users working on the system Otherwise stopping or restarting the server may result in the loss of data Click on the Server tab at the top of the screen if the tab is not already active 2 The current status of the server will be displayed in the upper part of the window The possible statuses are Status Server is running or Status Server is not running 3 In order to stop the server please click on the Stop server button Please ensure that there are no other users active on the server before stopping the server otherwise the stopping of the server may result in the loss of data You will receive the corresponding confirmation message after the server has been successfully stopped 4 In order to start the server please click on the Start Server button You will receive the corresponding confirmation message after the server has been successfully started 18 2 3 Installing Patches The LOGOS server has an integrated patch system with which you can download and install the latest patches and bugfixes from the Internet Alternatively you can also install
25. New directories are created in the selected datarooms or directories Proceed as follows to create a new directory 1 Select a dataroom or directory by clicking on the name of the dataroom or directory with the left mouse button 2 Click on the menu option File in the File Manager window and select the New Directory option 3 Enter a name for the new directory and click on the Create button 9 2 2 Uploading Individual Files 1 Select the dataroom and the directory to that you want to upload the new file to by clicking on it with the left mouse button 2 Click on the Browse button at the bottom of the screen 97 3 knowledgeTools In the window that opens select the file that you want to upload to the server from your local computer and click on Open 4 Click on the Upload button to upload the file to the server NOTE During the upload the system attempts to read out the contents of the file so that it can later be searched with the integrated full text search The following file types can be searched e Microsoft Word e Microsoft Excel e Microsoft PowerPoint e Adobe PDF if the document contains readable text and not only graphics e Text documents in RTF format e Text documents in TXT format The searchability of other file types is under preparation If you upload another file type or the file is password protected then you will be informe
26. Select the node that you want to move by clicking on it with the left mouse button Open the Edit menu in the menu bar Click on Move Node Up or Move Node Down 4 Alternatively you also have the option to use the or i icons in the toolbar 52 knowledgeTools 5 6 Creating a New Node There are different methods for creating new nodes in the tree structure The decisive factor is whether the new node will be e an original node i e entirely new e acopy of a node that already exists or e an instance of a node that already exists When creating copies you have the option to insert not only individual nodes but also entire tree sections into the tree structure 5 7 Creating an Original New Node 1 Click on the node that you want to attach a new node child node to 2 Open the Edit menu in the menu bar 3 Click on Create New Node Alternatively you can also click on the icon in the toolbar This function is also available in the shortcut menu 4 Anew empty node is now created Ul Open the Properties window 6 Enter the properties of the new node node title alternative text and where applicable colour in the Properties window and then save them 7 Using the Properties window click on the parent node and determine how you want it to be logically associated with the node that has just been created or use the pie menu 5 8 Creating an Orig
27. Tutorials tab is generally visible to all users The New Tutorial button will also be displayed to Tutorial Admins at the bottom of their screen In addition buttons for deleting and editing tutorials will also be displayed next to the individual tutorials 16 2 3 Tree Admin Only users and or user groups that possess this access right can e create new knowledge trees and e publish knowledge trees in so far as the users also have read access to the trees 180 knowledgeTools e re index knowledge trees in so far as the users also have read access to the trees e export knowledge trees in so far as the users also have read access to the trees e delete knowledge trees in so far as the users also have read access to the trees e execute field upgrades in knowledge trees in so far as the users also have read access to the trees In addition only users and or user groups that possess this access right can use the following functions in the Options tab e export and delete laws and decisions e import product files knowledge trees datarooms scripts laws and decisions e import and export KTD files e export and delete scripts e import MS Word documents 16 2 4 Laws and Decisions Admin Users with this authorization level will be able to perform the following actions in the integrated Legal Database e create new laws e edit existing laws e delete existing laws e create new decisions e ed
28. computer may also be the workstation Customized security settings The address URL of your LOGOS server Should be entered as a Trusted site in Internet Explorer in order to be able to use the functions Document Generation and Create Table of Contents in Word The security level for the Trusted sites must be set at Low Installed Microsoft Office version 2000 or later Installed ktools dot template In order to ensure that information can be exchanged between the knowledge tree that is displayed in Internet Explorer and Microsoft Word it is necessary to configure the address of the computer that the LOGOS server is installed on as a Trusted site in Internet Explorer for each workstation and to set the security level of the zone Trusted sites SS Se a at Low In order to do so proceed as follows Open Internet Explorer Open the Tools menu and click on Internet Options Click on the Security tab Click on the Trusted sites icon Click on the Sites button Enter the address of the computer that the LOGOS server is installed on in the line labelled Add this Web site to the zone and add the extension knowledgetools dms After doing so your address should read as follows http address_of_the_server knowledgetools dms Click on the OK button Close the window by clicking on the OK button The management of the data exch
29. however they are available throughout the entire server i e a script that has been created in a particular tree can also be integrated in other trees and changed in those trees Therefore it is necessary to manage and control access to scripts Access management occurs in the user administration It is possible to determine whether each individual user should be granted read or edit access to existing scripts 126 knowledgeTools NOTE In order to access the user management you must possess the User Admin administrative right Open the user administration by clicking on the Users tab 2 Enter the name of the corresponding user or the corresponding user group in the respective search fields and click on Search Click on the name of the user or the user group in the search results Click on the white arrow on the right next to Access Rights Scripts Scripts Read only Edit All rights an scripts For all scripts For all scripts Delete all Delete all Delete all 5 Demoscript set atime limit associated knowledge trees Testscript set atime limit associated knowledge trees Fig The management of access rights to scripts 5 A list of all the existing scripts on the server will now be displayed Two check boxes are always displayed on the right next to the name of the script Click on the check box in the column labelled Read to grant the selected user or user gro
30. install the patches from a data storage device NOTE Users can only be informed of the availability of new patches and download the patches if the computer that the LOGOS server is installed on has Internet access and can establish a connection to our patch server at Attps secure knowledgetools de In order to install an online update proceed as follows Start the LOGOS server console if it is not already open 2 If there are any patches available then a corresponding message will be displayed at the bottom left hand corner of the server console see next illustration 199 E knowledgeTools E knowledge Tools Server Console Jog Fie Options Backup knowledgeTools knowledgeTools Server Console Version 2300 Patches nein Operating System Microsott Windows 2000P istat Server 2003 Lisp Version International Allegra CL Enterprise Edition 3 1 Windows Moy 14 2007 14 26 Copyright 23 1999 2007 knowledgeToals International GmbH Berlin New patches available Server ja running In order to display a list of the available patches click on the New patches available A list of available patches will then be displayed in a new window see next illustration Ea knowledge Tools Server Console Updates Search for available patches anew patches available at https secure knowledgetoals defupdatessAvindows 2380 patch 100 for LOGOS 2 36 file ptk23501 00 kip initial patch patch
31. option Click on the Open Patch Directory button po In the window that now opens select the data storage device that contains the patches and double click on the directory that contains the patches Ul Confirm your selection by clicking on the OK button A list of available patches will then be displayed Install the patches by clicking on Install New Patches 7 Once all the patches have been installed you must then restart the LOGOS server and the LOGOS server console If you do not do so there may be a loss of data Stop the server by opening the File menu in the LOGOS server console and selecting Stop Server Close the LOGOS server console Restart the LOGOS server console and start the server by selecting the Start Server option in the File menu in the LOGOS server console NOTE After the successful installation of an update it is absolutely essential that the web browser cache referred to as Temporary Internet Files of each workstation that accesses the LOGOS server be emptied Otherwise problems may occur during use as parts of the application in the cache of the browser may conflict with the application on the server 18 1 6 Creating Backups Manually If you create a full backup then all the contents of your LOGOS installation i e knowledgeTools trees scripts datarooms dossiers and dossier contents processes tutorials and templates as well as users and their
32. the deletion will be displayed as a new task that is to be executed Please click on the icon to start the delete process If you want to cancel the delete process then please click on the T icon After the successful deletion the message Completed Successfully will be displayed in the task window Please then click on the if icon to remove the successfully completed task from the task window 94 8 5 3 knowledgeTools Exporting Decisions Click on the Options tab Please then click on Manage Laws and Decisions 3 Click on the selection list labelled Please Select Court Select the court from the 8 5 4 selection list where the decision that you want to delete is saved Alternatively you can enter the file number of the decision that you want to delete in the input field that is below the selection list If you select a court by using the selection list then all of the decisions from the court that exist in the database will be displayed Select the decision that you want to delete by clicking on the selection box in front of the name of the decision You can also select more than one decision in this way If you enter a file number then a decision will be displayed Select the decision as described above Next click on the Export button and the task window will open In this window the export of the law will be displayed as a new task that is to be executed
33. to open the earlier versions of the process 4 Click on the name of the process to open it The process will then be opened in the corresponding tree 11 8 5 Editing and Versioning of Processes You have the option to open existing processes and in the case of copies of processes that are not write protected to continue editing these processes In this way for example a user has the option to open and continue editing a process that was created the day before The existing process is consequently overwritten Alternatively you also have the option to save a process before you continue editing it In order to do so open the process and click on the icon in the toolbar This creates a write protected copy or respectively version of the process and of the edited version that it contains 11 8 6 Activating Processes While dossiers are generally activated for all users the processes and files that they contain are only visible for other users if you have explicitly activated them 1 Click on the Dossiers tab 2 Click on Open Dossier to access a list of your dossiers 3 Open a dossier by clicking on the plus sign in front of the name of the dossier 4 Select the process that you want to activate by clicking on the selection box in front of the name of the process 5 Click on the Activate button below The process as well as any other existing versions of the process will now be activated In addition the nam
34. 101 for LOGOS 2 36 file ptk23501701 kip Aktualisierung inaktiver Bars patch 102 for LOGOS 2 36 file ptk23501 02 kip Bearbeiten von Layoutvorlagen List Installed Patches List Available Patches Open Patch Directory Install Mewe Patches i Install the patches by clicking on Install New Patches Once all the patches have been installed you must then restart the LOGOS server and the LOGOS server console If you do not do so there may be a loss of data Stop the server by opening the File menu in the LOGOS server console and selecting Stop Server Close the LOGOS server console Restart the LOGOS server console and start the server by selecting the Start Server option in the File menu in the LOGOS server console 200 knowledgeTools NOTE After the successful installation of an update it is absolutely essential that the web browser cache referred to as Temporary Internet Files of each workstation that accesses the LOGOS server be emptied Otherwise problems may occur during use as parts of the application in the cache of the browser may conflict with the application on the server If your server is unable to establish a connection to our patch server then you can also install patches from a data storage device In order to do so proceed as follows Start the LOGOS server console if it is not already open Open the Options menu and select the Download Patches
35. 2 1 The Dataroom Module The use of the Dataroom Module makes it possible to make datarooms available on the central LOGOS server and to enable users to save and access data in these datarooms on the basis of a tiered system of rights LOGOS datarooms can also be searched using 13 knowledgeTools extensive search functions The following document types are indexed when they are uploaded to the dataroom and can then be searched using the full text search DOC PDF XLS PPT and TXT In addition any type of document can be attributed keywords that are freely definable in different categories which can then be searched for The files that are saved in datarooms can also be linked to the individual nodes of a knowledgeTools knowledge tree Consequently the content structures that are illustrated in knowledgeTools can be directly linked in the highest resolution to information that is saved in files In order to use the Dataroom Module you require the corresponding licence 2 2 2 The Script Editor The Script Editor enables the users to create structured text documents scripts in a knowledge tree and to link individual sections of this document to the individual nodes of a knowledge tree In addition the users can also use the Script Editor to edit documents that have been created in Microsoft Word and imported into the system Scripts that are created or edited in this way can then be exported as PDF
36. 27 212 DISCUSSION FOURNIS arrinin ar EEE E OE a 27 2 12 1 Creating New Contributions for the FOruUm sessssssssssnnssrnnsrrnnsrrnrenennes 28 knowledgeTools 2 12 2 Viewing the Forum Contributions of an Individual Node cceeeee eee 29 2 12 3 Replying to Forum Contributions ccc cc cccccce cece cece ee eee eee ee eeeeeeeee ee eeenees 29 2 12 4 Viewing the Forum Contributions for the Entire Tree ccccccceceee eens eee eees 29 2 12 5 Deleting Forum CONtributiOns ccc cc cccccce cece cece eee eee e eee eeeeeeeeeeeee ene nnees 29 2 12 6 Automatically Sending Forum Contributions by E Mail cccce eee ee 30 2 43 Working With PROCESSES ii rccnccccccenadceandenadennesandenvawepaanneseccanyewanni va ndaaaneasereanas 31 2 13 1 Creating New Processes ccsccnacectc ce adas pencbews ddnabenaiiesbendddeabyossd beeeevideueedes 31 2 13 2 Saving Processes Manually ccccecceeeeeessseceensennneeeeeeesseeeeesnennaannegs 32 2219 Opening Exis UNg Processes axons se acceweleenceesienaoene ts LTA Tarin rA LETNIA EN NETEDE NEA 32 2 13 44 Managing PROCSSS CS ccten ret cadeeredetes rinenda ena NEENA TEPEDE NEEE DANON 32 2133 Renaming PrOCeSSES ssriorsri s nndir arkon E E NEL ENEKEL ENA EEOAE ENEON 32 2 13 6 Exporting Process Data s srarsrsrsssrsusuastsnnnraranasunununnnrnnnannnananannnunnn 33 243 7 Deleting A Process saatasaucvgcanpaay in tEn scene ia anoumd ance RUTA AA a 33 2 13 09 Creating a
37. 3 4 E knowledgeTools Norms Start by clicking on the button labelled Add New Norm in the window Enter the section and the law separately in the respective input fields In order to add another norm click on the button labelled Add New Norm again and repeat the steps described above You can also remove individual norms by clicking on the Remove button under the corresponding norm Finish by clicking on the Save button to save your entries Official Headnote Editorial Headnote Operative Provisions Facts of the Case Reasons for the Decision In these windows the user can enter the text directly into the input fields and then save the changes by clicking on Save Sources Start by clicking on the button labelled Add New Source in the window Enter the source in the input field that appears In order to add another source click on the button labelled Add New Source again and repeat the steps described above You can also remove individual sources by clicking on the Remove button under the corresponding sources Finish by clicking on the Save button to save your entries Lower Higher Instances Start by clicking on the button labelled Add New Instance in the window Select the corresponding court from the list of courts and then enter the file number of the decision in question Repeat these steps in order to add more decisions Finish by clicking on the Save button to save your entries Other Decisions St
38. Calculation fields _ strict colors _ Bivalent Logic _ Mark modules Scripts and file shares Select scripts Select file shares Save Cancel a Fig The Technical Properties of Tree window NOTE The technical tree name is displayed in the first field in the line which is labelled knowledge tree It is not possible to change the technical tree name at a later stage 3 1 1 Title This specifies the title under which the tree will be displayed in the portfolio 3 1 2 Summary Description Description The user has the option to automatically display a splash screen when a tree is opened This splash screen can display information such as the title and the author of the tree The splash screen is activated as soon as the user enters any text in the field labelled Summary Description In order to display a more detailed text in the splash screen use the field labelled Description Click on the Edit button and enter your text in the window that appears Click on the Save button in this window to save the entered text 3 1 3 Application Type This determines whether any additional information is displayed at the bottom of the client screen and the type of information that is displayed 36 knowledgeTools The available options are 3 1 4 No Texts there will be no windows displayed with additional information Standard the Explana
39. Cancel Fig The Process Analysis window 191 knowledgeTools In addition you also have the option to access two diagrams that visualize the distribution of the individual values in this window NOTE Please note that the values of all the processes are used as the basis for the calculation of the average probability of occurrence or respectively the average expected value This also includes those processes that have not been checked in the current node i e where no probability has been entered In this case the node has a probability of occurrence between 0 and 100 Consequently the value between 0 and 100 will be used for the calculation of the average value and can therefore lead to considerable differences in the overall result If you do not want the probability values from the unchecked nodes to be included in the calculation then please select the Ignore Not Checked option from the Process menu This setting will then be applied for the calculation of the average at all the nodes in the tree 17 3 1 Displaying the Average Probability of Occurrence Click on the Probability of Occurrence Diagram icon in the Process Analysis window in order to open the diagram The diagram displays both the average probability of occurrence as well as the exact values that have been entered and or calculated in the individual processes and constitutes the basis for the calculation of
40. Contributions option 2 Open the forum contributions as already described in order to read or reply to forum contributions The node where the respective forum contribution was created is displayed in the full text view of each forum contribution This information is given under the topic of the contribution If you click on the node title which is marked in blue then you can access the node in question directly 2 12 5 Deleting Forum Contributions NOTE You may only delete existing forum contributions if you possess the Forum Admin administrative access right 1 Open the forum 2 Click on the contribution that you want to delete 29 knowledgeTools 3 Click on the Delete Article button and the selected contribution as well as any related replies will be deleted 2 12 6 Automatically Sending Forum Contributions by E Mail You also have the option to automatically send all new forum contributions by e mail to a predetermined e mail address This e mail address can be determined for the entire server i e all forum contributions for all knowledgeTools will be sent to the same e mail address Alternatively it is also possible to separately determine a recipient address for each knowledgeTool The user also has the option to use a combination of both variations i e a server wide recipient address can be determined to which all the contributions from knowledgeTools that do not have a separate e
41. Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Properties General information Filename logik pdf Created on v iv na dd mm yyyy Informations Technical ID 22 Upload on 21 11 2007 Upload by John Doe heitkam atsolute com Searchable yes 2582 words Categories Author Peter Smith E Fertig Fig The File Properties page 9 2 8 Deleting Datarooms The user has the option to delete datarooms including all of the directories and files that they may contain NOTE Please note that the dataroom that you want to delete may be referred to in other knowledgeTools on your server These may also be knowledgeTools to which you personally do not have any access rights Therefore before deleting a dataroom please make sure that a dataroom is no longer required by any other user Select the dataroom that you want to delete in the dataroom view and then open the Settings menu and click on the Linked Datarooms option A list of the knowledgeTools with which the dataroom is linked will now be displayed 102 knowledgeTools In order to delete a dataroom proceed as follows i 2 3 9 3 Select the dataroom that you want to delete by clicking on it with the mouse Open the Settings menu and select the Delete Dataroom option Confirm your selection by clicking on the Delete b
42. Graphical Process Analysis Contrary to with the standard graphical process analysis the average probability of occurrence which is derived from all the entered and calculated probabilities of occurrence in all the processes at this node is displayed in a visualized form on the left in the node 190 E knowledgeTools E Average probability 58 67 70 00 Average expected walue 129 666 67 140 333 335 3 Edited by user O Computed by logic 3 editings at all 3 Processes at all 0 Not checked Fig The display of probability of occurrence and expected value If you move over the node with the mouse pointer then the average probability of occurrence will be displayed in a tooltip In addition you will also see how many processes and edits the calculation is based on If an expected value has been calculated in the individual processes at the corresponding node then the average expected value that has been calculated from these values will also be displayed If you click on the coloured bar with the mouse you can open the Process Analysis window In this window you can view all the specific processes in which the probability of occurrence of the corresponding node has been derived from manual entries by users or automatic calculations Process analysis First assumption x2 x Edited by usert3 _ Computed by logict Probability chart Expected values chart Mot checked Os3
43. In the default setting knowledgetools is used as the prefix Therefore the LOGOS server will then be able to be accessed using the following URL http your_server_name knowledgetools dms Mail Server If you have your own mail server then you can enter it here In order to send information by e mail e g forum contributions or comments from within the LOGOS server you must enter a mail server here X 509 SSL PEM File If you want your LOGOS server to be accessible via a secure SSL connection then you can upload the corresponding PEM file here Locale You can determine the default language setting for the user interface of your LOGOS server here You have the option to choose between German and English Please note that each user then later has the option to switch to the language of their preference Company Name You can enter your name e g the name of your company here The text that you enter in this field will then be displayed on the title bar of your browser when you access the LOGOS server Forum Recipient E Mail You have the option to determine a user that will be sent all the LOGOS forum contributions in the server by e mail This is only possible if you have entered a valid mail server in the field labelled Mail Server see above In order to check whether e mails can be sent to the entered e mail address click on the Test button A test e mail will then be sent to the entered e mail addres
44. Instance e Other Decisions The user has the option to move from one element to the next within the decision by using the Go To selection list at the top right hand corner of the screen Only those elements that actually exist in the decision are displayed in the selection list knowledgeTools Mozilla Firefox Joe Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Decision BGH 1 ARs 1 99 Court BGH Decision from 03 02 1999 Reference number 1 ARs 1 99 4 Goto Redaktioneller Leitsatz Guiding Principle Fact Nicht wiedergegeben Reasons for decision Facts Nicht wiedergegeben Reasons for decision I Der anfragende Senat beabsichtigt zu entscheiden der Begriff des Verwendens im Sinne von 250 Abs 2 Nr 1 StGB in der Fassung des Sechsten Gesetzes zur Reform des Strafrechts 6 StrRG vom 26 Januar 1998 BGBI 1S 164 sei nicht erf llt wenn nach den konkreten Umst nden der Tatsituation in der Sparkasse befand sich die einzig anwesende Person hinter schufsicherem Glas die Bedrohung mit einer geladenen Gaspistole keine Gefahr einer Verletzung anderer Personen bedeute Der Begriff Verwenden lasse zwar die Auslegung zu daf jedes Gebrauchmachen ber das blo e Beisichfihren hinaus geniige also auch jeder Einsatz einer Waffe als Mittel der Drohung Es bestehe aber aus der Systematik der Entstehungsgeschichte und dem Sinn und Zweck
45. URL or using the Tutorials tab of the user interface In order to use the Tutorial Module you require the corresponding licence 2 3 The Elements of the User Interface All the elements of the user interface have distinct names The names of all the relevant elements are listed below S knowledgeTools Mozilla Firefox Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options c de en Log Process Edit Scripts View Navigation Help Demoscript ery A BOYX7B 8 FMWOWRS a B Demo Conclusion demo Version 43 4 Demoscript H Part I Part II 5 C Part III First assumption Conclusion Second assumption 8 Third assumption Enel 0O em Lorem ipsum dolor sit amet Acts 433 BGB 5 433 BGB 242 StGB D 242 StGB E bertrage Daten von localhost Fig The user interface of the knowledgeTools client 1 Tabs 2 Main Menu 3 Toolbar 4 Navigation Bar 16 O AN OA UI knowledgeTools Tree Window Knowledge Tree Display of Tree Process and User Name Start Node Additional Information Window depending on application type of the knowledge tree 10 Library Window with Links 11 Note Window 12 Files Scripts and Calculator Sidebar The system provides each user with a customized user interface depending on their authorization level Viewer Manager or Supervis
46. and horizontally Click on the or icons in order to move a structure level one level up or down Click on the q or gt icons in order to move the selected level one level to the right or one level to the left Inserting Regulations 1 Select the structure level where you want to insert the regulation by clicking on it with the mouse Click on the icon at the top in the right hand section of the screen and the New Regulation window will open Enter either the number of the regulation or an A to determine that the text is the preamble of the law or an E to determine that it is the postscript Enter the title of the regulation and enter the date from which the regulation was valid under it If you enter a regulation that is no longer valid then you must also enter the date from which it was no longer valid under it 5 Enter the text of the regulation and finish by clicking on Save If there are already regulations on the selected structure level then the new regulation will be inserted under the existing regulations If however you would like to insert the new regulation above a certain regulation then select the regulation in question by clicking on it with the mouse and then click on the A Icon Editing and Deleting Regulations 1 Select the regulation that you want to edit or delete by clicking on it with the MOUSE Click on the T icon at the top in the right hand
47. been assigned to a file as a keyword When using the date search you can determine whether you want to narrow your search to a specific date e g for all files that were created on 21 02 2001 a period before a specific date e g for all files that were created before 21 02 2001 a period after a specific date e g for all files that were created after 21 02 2001 or 104 E knowledgeTools e aperiod with a specified start and end date e g for all files that were created between 21 02 2001 and 14 05 2001 When using the search function you can choose between a quick search and a detailed search The quick search is always available at the top right hand corner of the File Manager Enter a search term in the input field and click on the Search button Any files that are found will be displayed on the right hand side of the screen Please note that the search will always be performed in the directory that is selected at the time If you want to search in all the directories then first click on the parent dataroom and then start the search In order to perform a detailed search click on the magnifier icon at the top right hand corner of the screen and a search mask will open S knowledge Tools Mozilla Firefox Joe Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials lt Datarooms Reporting Templates Options Filernanager a File Settings Datarooms Files Va Size Upload Up
48. by clicking on the OK button to save your changes In order to delete a dossier select the dossier as described above and click on the Delete button You will now be asked whether you want to delete the dossier Click on Delete to delete the dossier Click on Cancel if you do not want to delete the dossier NOTE Only empty dossiers can be deleted Therefore before deleting a dossier please make sure that neither you nor any other user have any data saved in the dossier It is possible that another user has saved data in the dossier but has not activated it for you to use This data will therefore not be visible to you However if you attempt to delete such a dossier a message will be displayed stating the user that has saved data which has not been activated in the dossier 11 7 4 Activating Dossier Contents While dossiers are generally activated for all users the processes and files that they contain are only visible to other users if you have explicitly activated them However you have the option to activate all the contents of a dossier at once for other users In order 136 knowledgeTools to do so select a dossier by clicking on the selection box in front of the name of the corresponding dossier and then click on the Activate button 11 8 Working With Processes Processes are the central element of your work with LOGOS Knowledge trees are abstract and map all the conceivable steps of a pro
49. compiles a qualified report on the problem that can then be sent to knowledgeTools This makes it possible to quickly identify assess and resolve problems 209 E3 knowledgeTools In the event of certain problems the reporting system window appears on the user interface as displayed in the following illustration Report No methods applicable for generic function lt STANDARD GENERIC FUNCTION YORGANGSDB DB gt with args NIL of classes NULL lt SIGNAL lt CERROR lt METHOD NO APPLICABLE METHOD Ti lt VORGANGSDB REVISION TREE VERSION lt FLASH HTTFD IMPL SERVE REFRESH VORGANG REQUEST lt INTERNAL INTERNAL 0 0 lt FLASH HTTFD IMPL INVOKE WITH ERROR HANDLER lt INTERNAL METHOD FLASH HTTPD IMPL SERVE REQUEST 0 lt FLASH HTTFD IMPL INVOKE WITH LOCALE lt METHOD FLASH HTTPD IMPL SERVE REQUEST FLASH HTTED IMPL VORGANG REQUEST lt METHOD FLASH HTTPD IMPL SERVE REQUEST AROUND lt INTERNAL EFFECTIVE METHOD 1 NIL 0 lt FLASH HTTFD IMPL SERVE EXTENDED REQUEST lt INTERNAL LISF UTILITIES CURRY 0 lt This report can be sent as an e mail to knowledgeTools support The e mail will include only information shown here In addition you can add a personal comment From To supporthknowledgetools de Subject Report lt STANDARD CL4ASS PROGRAM ERROR gt Your comment Fig The problem report window The upper par
50. currently working on a specific knowledgeTool The condition for this is that the user in question is themself authorized to edit the knowledgeTool Click on the View menu and select the Editors Online option A window will appear with the names of the users that are currently working on the knowledgeTool You have the option to click on the name of one of the editors and to send the user an e mail Please note that you will require an e mail client in order to do this You can always update the list of users by clicking on the Update button The list is not updated automatically 2 6 3 Switching Between Normal Mode and Editor Mode If you have the authorization to edit the currently opened tree then you can also switch back and forth between the normal and editor modes In order to switch to editor mode from normal mode open the Navigation menu and click on the Open Structure Editor option In order to switch back to normal mode from editor mode open the Navigation menu and click on the Open Published Version option 2 6 4 Adding and Removing the Elements of the User Interface You have the option to remove individual elements from the user interface by using the View menu This is particularly recommended when working with lower screen resolutions In the default version the first four items in this menu are activated marked by a tick By clicking on the corresponding options it is pos
51. der Vorschrift die Notwendigkeit einer restriktiven S4uslegung Nach den konkreten Umst nden verbiete sich im zu entscheidenden Fall bei wertender Betrachtung die Annahme eines vollendeten schweren Raubes nach 250 Abs 2 Nr 1 StGB nF mangels einer Tathandlung die unter das Tatbestandsmerkmal verwenden subsumiert werden k nne Der 4 Strafsenat sieht sich in seiner Entscheidung gehindert durch den Beschlu des 1 Strafsenats vom 17 Juni 1998 1 StR 270 98 Stv 1998 487 II Der vom 4 Strafsenat beabsichtigten Auslegung des Verwendungsbeoriffs vermag der Senat nicht zu folgen 1 Das Verwenden iSv 250 Abs 2 Nr 1 StGB nF stellt keine eigenst ndige Tathandlung dar die einer gesonderten sei es einengenden sei es erweiternden 4uslegung zug nglich ist Denn nach der gesetzgeberischen Konzeption der Raubdelikte bezieht sich das Verwenden auf den Einsatz der Tatmittel im Grundtatbestand 249 Abs 1 StGB Das bedeutet dah immer dann ein Verwenden als Qualifikation vorliegt wenn der Tater zur Wegnahme einer fremden beweglichen Sache eine Waffe oder ein anderes gef hrliches Werkzeug gerade als Mittel der Gewalt gegen eine Person gebraucht oder als Mittel der Anwendung von Drohungen mit gegenwartiger Gefahr f r Leib oder Leben benutzt 2 Eine einengende Auslegung des Begriffs Verwenden l t sich auch nicht aus der Entstehungsgeschichte des 250 StGB nF herleiten In der Begr ndung des Gesetzentwurfs der Bunde
52. document will be displayed first The tab of the second document that also contains a linked text section will be coloured blue If you click on the tab then the linked text section in the document will be displayed If you are navigating through the files in the sidebar rather than the tree then the sections in the texts that are linked to a node are indicated by a blue arrow at the beginning of the section Click on the blue arrow to access the node that the section is linked to If the text section is linked to several nodes then a selection window will open if you click on the blue arrow All the nodes that are linked to the text section will be displayed in this selection window In order to display one of these nodes simply click on the node title 10 6 1 Opening Texts The texts in the sidebar are displayed in a hierarchical structure in accordance with the document structure The headings are highlighted in blue 119 knowledgeTools If a heading has a sub heading then a plus sign will be displayed in front of the heading Click on the plus sign to open the document structure and display the Ssub headings In order to access the text contained under a heading click on the heading If you click on the heading a second time the text will disappear again NOTE Some headings contain sub headings but no text of their own In this case the Subordinate document structure will open when you click on the
53. dossier and automatically save the process in this new dossier If you want to save the process in an existing dossier then please select the 138 knowledgeTools corresponding dossier from the Select Dossier selection list If you want to save the process in a new dossier then please enter the name of the new dossier that you want to create in the input field labelled New Dossier 6 Finally click on the Save button and the process will then be automatically saved in the background and you will be able to continue working normally NOTE Please note that when working with knowledge trees that are used to generate documents the described method does not allow you to select a layout template for the creation of the document In such cases the document will be created on the basis of a Standard layout template 11 8 3 Searching for Existing Processes You have the option to search for processes in the dossiers on your server In this case you can search for the name of the process the date that it was created on and or the name of the user that created the process 1 Click on the Dossiers tab 2 Click on Search Dossiers to open the search window If you want to search for a process by using its name then enter the name in the input field labelled Search Term and click on the selection button labelled Search in Filenames If you want to search for the user that created the proces
54. existing knowledge fields trees on the server The access rights to each tree are granted separately There are three columns with check boxes next to the name of each tree By using these check boxes you can determine whether you want the user to be able to e only open a tree to read it e edit a tree or e analyse the processes that have been created on the basis of the tree 176 knowledgeTools Finish by clicking on the Save button below the new user will be created with all the data and authorizations that you have entered NOTE The different authorization levels and their implications are described further on in the User s Manual 15 2 Searching for Existing Users Enter the user name the e mail address name or surname of the user that you want to search for in the field labelled Search For under Search For User Alternatively you can click on the button labelled Show All Users to display a complete list of all the existing users NOTE If you do not enter anything in the field labelled Search For then your search results will display all the existing users This may prolong the search process if there is a large number of users In the default version the user name is searched for in the user database By using the correspondingly labelled selection buttons it is also possible to narrow the search to names and surnames Click on the Search button to start the
55. fields will be displayed In order to change the label the type or the conditions of an existing field simply use the corresponding input fields or Shortlists In order to delete an input field click on the recycle bin icon on the left next to the label of the input field In order to change the order of the existing input fields use the arrows Click on Save Changes to save your changes 7 3 Document Generation The generation of documents occurs in normal mode not in structure editor mode on the basis of assigning a colour marking i e a process In order to create a document proceed as follows 1 Open a knowledge tree that has been prepared for document creation in normal mode 2 Assign the colour marking i e mark the node as True or False depending on your working situation A sidebar will open on the right hand side of the screen in which the text modules that are associated with the node where the colour marking has been assigned will be displayed This also serves as a preview of the structure of the document that is to be created 3 Open the Process menu and click on Create Document 76 knowledgeTools 4 Depending on the security settings that you have configured a pop up window will now appear with the question An ActiveX control element on this page is possibly in conflict with other elements on this page Do you want to allow this Click on Yes in the window 5 Micro
56. graphics or links This additional information is classified in different categories and displayed at the bottom of the screen The displayed additional information always belongs to the currently active node This is marked by an orange coloured frame If you select another node then the additional information of the selected node will be displayed Depending on the application type of the knowledge tree the following categories of additional information may be displayed e Explanations e Details e Text Module True or Text Module False e Practice e Library Each category has a correspondingly assigned tab at the bottom of the screen The user can switch between the individual categories of additional information by clicking on the tabs with the mouse Please note that these tabs are only displayed if the active node in question actually possesses the corresponding additional information Therefore it may be the case that a certain node does not have any tabs on display at all whereas another node may have several tabs on display 2 9 Using the Logical Colour Marking System Each node in a tree can be marked as either True green or False red The parent nodes are then automatically marked as True or False depending on the logical association between the nodes which have been marked in this way and their parent nodes see figure 25 knowledgeTools Fig Nodes with logical co
57. have been generated out of processes In addition dossiers may contain master data fields such as contact details These allow the dossiers to be assigned to customers or projects 11 7 1 Creating New Dossiers Click on the Dossiers tab Click on Create New Dossier and the New Dossier window will appear Enter a name for the new dossier in the input field labelled Dossier Name Use a unique name so that you can easily find the dossier again at a later stage 4 If your server is configured so that dossiers can contain master data e g names addresses etc then the corresponding additional input fields will also be displayed Complete these input fields as well 5 Finish by clicking on the Create button to create the new dossier NOTE New dossiers are immediately visible and accessible to all of the users on your server i e all of the users can see and change the name and master data of a dossier However the contents of the dossiers processes files etc are not visible to other users 11 7 2 Searching Existing Dossiers You can search dossiers for the name of the dossier the creation date and the name of the user that created the dossier If your server is configured in a way that the dossiers contain master data fields then you can also search in the contents of the master data fields e g for a specific telephone number 1 Click on the Dossiers tab 2 Click on Search Dossiers
58. import the tree section from Make a note of the number that is displayed at the bottom right hand corner of the node node ID Open the knowledgeTool that you want to import to in structure editor mode Click on the node that you want to attach the imported node s to Open the Edit menu in the menu bar Click on Import Tree Section Alternatively you can also click on the icon in the toolbar Select the kKnowledgeTool that you want to import from in the Tree Name list in the window that opens One click of the mouse on the first tree name that is displayed in the list opens the entire list Enter the node ID of the node that you want to import in the field labelled Node ID Please note that if the node that you have selected has child nodes of its own then these will also be imported Click on the Import button Deleting Nodes It is only possible to delete nodes from the database that have previously been detached or extracted 1 2 3 4 5 Click on the node that you want to detach or extract Open the Edit menu in the menu bar Click on Uncouple Node or Extract Node Open the Navigation menu Click on Recycle Bin and the Recycle Bin window will open Alternatively you can click on the T icon in the toolbar Click on the Search button in the Recycle Bin window You will now see a list of all the nodes that exist in the database and that ar
59. inal or term inology e if the search term is entered followed directly by a question mark term then all words that consist of term and precisely one more character will be searched for e g terms You also have the option to narrow the search criteria There are a number of options available for doing this e With the help of the Node Colour selection list you can narrow the search to include only nodes that have been assigned the selected colour marking e If node weighting is used in the tree that you have opened then you can use the coloured check boxes in the row labelled Weighting to narrow the search to include only the weighting that you have selected Please note that this option is only displayed in trees where the weighting option is used e By using the Search in selection list it is also possible to narrow the search to include only the specified contents of the tree The following search criteria are available 24 knowledgeTools Search in all contents basic setting Search only in node titles Search only in alternative texts of the nodes Search only in explanatory texts of the nodes If a tree also possesses further categories of additional information e g details or text modules then these will also be displayed in the selection list 2 8 Additional Information Nodes may also have different types of additional information in the form of texts files
60. is installed on your LOGOS server then you have the option to create video based tutorials By using these tutorials you can link the videos that you create to a knowledgeTool You can then access and set the markings of nodes as True or False with the help of the time controlled script of the tutorial In addition you have the option to display individual PowerPoint slides which have previously been converted to SWF format in the video These tutorials can be used e g as a teaching tool or to publish virtual tours through a tree amp knowledge Tools Mozilla Firefox m o X Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe i gt Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Users Process Edit Scripts View Navigation Help YX ese AWWA 70O 1 Frstassuneton O demo version 40 an Second assumption Third assumption gt 11 Play 00 21 7 02 39 H Fig A tutorial 14 1 Creating New Tutorials Click on the Tutorials tab at the top of the screen A list of all the tutorials on the server that are available to you will be displayed Please note that only tutorials that refer to knowledgeTools that you possess at least read access for will be displayed in the list Server 2 39 User s Manual knowledgeTools International GmbH 2008 1 69 E knowledgeTools NOTE In order to edit existing tutorials or to create new tu
61. knowledge tree initially occurs from left to right i e in the first step the user initially identifies the objective that is to be achieved and then sees the preconditions on the right that must be fulfilled in order to achieve the objective In the second step the user examines whether the individual preconditions are actually given from right to left The knowledgeTools method uses three different logical associations to describe the relationship between the parent and child elements the AND association the OR association and the EXCLUSIVE association In addition each of these associations also has the respective logical inversion these are NOT AND NOT OR and NOT EXCLUSIVE This is also supported by the automatic logical colour marking system The users can classify the statements in a node as either True or False The nodes are marked green for True or red for False Depending on how the marked nodes are associated with their respective parent nodes AND OR EXCLUSIVE the parent nodes are in turn automatically marked as True or False and the logical colour marking is assigned accordingly 11 2 1 1 The AND Association In the case of the AND association the statements of all the child elements must be true green in order for the statement of the parent element to be true The OR Association 2 1 2 knowledgeTools If the statement of a single child
62. later e Installed Flash Player version 8 or later the standard Flash Player software can be downloaded free of charge from the following address http www adobe com shockwave download download cgi P1_Prod_Version Sh ockwaveFlash amp promoid BIOW e Activated JavaScript The use of JavaScript must be enabled in your browser e Accessing the LOGOS server Your workstation must be able to access the computer that the LOGOS server is installed on via http Note The LOGOS server computer may also be the workstation e Customized security settings The address URL of your LOGOS server should be entered as a Trusted site in Internet Explorer Please refer below for further details e Installed Microsoft Office version 2000 or later 69 knowledgeTools In order to ensure that information can be exchanged between the knowledge tree that is displayed in Internet Explorer and Microsoft Word it is necessary to configure the address of the computer that the LOGOS server is installed on as a Trusted site in Internet Explorer for each Workstation In order to do so proceed as follows 1 Open Internet Explorer Open the Tools menu and click on Internet Options Click on the Security tab Click on the Trusted sites icon Click on the Sites button Se a Enter the address of the computer that the LOGOS server is installed on in the line labelled Add this Web site to the zone and add the ex
63. mail address of their own are sent The basic requirement for sending forum contributions is that a mail server is configured in the server settings of your LOGOS server NOTE This option must be executed using the LOGOS server console i e on the computer that the LOGOS server is installed on Open the knowledgeTools server console Open the Options menu and select the Server Options option Enter the address of your mail server in the line labelled Mail Server i You now have the option to enter an e mail address in the line labelled Forum Recipient e Mail to which the forum contributions of all the knowledgeTools on your server will be sent If you do not wish to have such a central recipient address then please leave the field empty 5 Restart the server by selecting the Start Server Stop Server option in the File menu In order to determine a separate recipient address for individual knowledgeTools please proceed as follows 1 Open the corresponding knowledgeTool please note that you must also possess the right to edit the knowledgeTool Open the Navigation menu and select the Technical Tree Properties option Make sure that the check box in front of the entry Discussion Forum Send Forum Contributions To is activated 4 Enter the recipient e mail address in the input field below it Finish by clicking on the Save button 30 knowled
64. node Click on the icon in order to open the node Alternatively you can also do this by selecting the Show Note Window option from the View menu NOTE Please note that you can only create one note per node 34 knowledgeTools 3 Creating New Knowledge Trees The Structure Editor provides you with an efficient tool for creating and editing your own knowledgeTools tree If you possess the corresponding authorizations then you can Switch directly between read and edit mode in the application without having to start a new program NOTE In order to create a new tree in the system you must be listed as a Tree Administrator in the user database gt eS 3 1 Open your web browser we recommend that you use Internet Explorer Enter the address of your LOGOS server and press the Enter key the address is Attp your_server_name knowledgetools dms Login with your login information Click on the Knowledge tab at the top of your screen Click on the New Tree button at the bottom of your screen Enter the Technical Tree Name and the Tree Display Name and click on the Create button Please note that the technical tree name may not contain any umlauts accents or other special characters or spaces The tree that you have just created will now appear in the list of your trees Click on the Edit button in front of the name of the tree in order to edit
65. on it with the mouse Open the Settings menu and select the option Export Dataroom as Product File 4 The task window will now open In this window the export of the dataroom will be displayed as a new task that is to be executed Please click on the P icon to start the export process If you want to delete the export task then please click on the M icon 5 After the successful export the message Completed Successfully will be displayed in the task window Click on the icon to download the exported dataroom 6 Please then click on the M icon to remove the successfully completed task from the task window The user has the option to export only the actual data structure of a dataroom as a product file without the actual files In this case only the information on the directory structure of the dataroom and the names of the files that are contained in it are included in the product file This may for example be useful if the dataroom that you want to export contains data quantities that are so large that they would result in the product file now being able to fit on a conventional data carrier In order to export a dataroom to a product file without files start by following steps 1 to 3 described above and then click on the Configure Task link under the impending export task in the task window that appears Next click on the Export Files box This is enabled in the default version and must be disabled
66. red then the statement of the parent element is also element is false false In the case of the OR association it is sufficient for the statement of a single child element to be true in order for the statement of the parent element to be true However it is also possible for several or all of the child elements to be true 12 E knowledgeTools 2 1 3 The EXCLUSIVE Association 1 assumption In the case of the EXCLUSIVE association only one single child element may be true however it is never possible for several child elements to be true at the same time The statements of the child elements rule each other out The knowledgeTools trees can be accessed and used via an interactive web based user interface 2 2 The Modules of the LOGOS Server LOGOS provides an extensive set of standard functions for creating editing and publishing kKnowledgeTools knowledge trees The system allows users to both view and create knowledge trees and associated contents e g explanatory texts within the same environment In addition it is also possible to activate additional function modules The activation of the additional modules occurs subject to the corresponding licences Risk Analysis Calculator Module Dataroom Module Legal Database Document Generator Dossier Module Script Editor Tutorial Module Kolco The add on modules of LOGOS are described briefly in the following chapters 2
67. s purpose for example names such as Write Internal Memo Create Offer etc 133 A knowledgeTools Using the Knowledge Field selection list select the knowledge tree where you want to create the process based on your template In order to do so click on the name of the required knowledge tree in the list If you want the creation of the process to start from a specific node of the tree then click on the Change button A list with a hierarchical display of the entire tree will then be displayed Select the node where you want the creation of the process to begin from the list by clicking on the title of the corresponding node with the left mouse button The path of the node will now be displayed in the input field Click anywhere on the screen outside the list to close the list and use the entered path If you want processes that are based on your template to be used to generate documents and a specific layout template to be used when doing so then click on the check box labelled Create Documents Using Type of Process Click on the Browse button select the required layout template from the window that opens and click on Open Finish by clicking on the Save button to save the template The template will immediately be visible to all users Users that do not possess read access to the tree that is referred to in the process template will have the template displayed as a grey disabled option and will
68. search The search results will display all the users that match the search criteria that you have entered You can access more information on the user by clicking on the user s name 15 3 Deleting Existing Users NOTE Please note that if you delete a user then all the processes that have been created by this user will also be deleted The only exceptions are those processes that have been created on servers on which the Dossier Module is installed and have been activated for other users 1 Enter the user name the e mail address name or surname of the user that you want to search for in the field labelled Search For under Search For User Click on the Search button 3 Select the user that you want to delete by clicking on the user name 4 Click on the Delete User button 15 4 Creating New User Groups Creating new user groups is generally the same as creating new users 1 Click on the button labelled New User Group at the bottom of the screen 2 Enter a name for the user group that you want to create 177 15 5 15 6 knowledgeTools Select whether you want to grant the future members of the user group Supervisor Manager or Viewer rights under Global Access Rights Select the administrative rights that you want to grant to the future members of the user group under Administrative Access Rights Select the trees that you want the future m
69. section of the screen to delete the selected regulation Click on the Lf icon at the top in the right hand section of the screen to edit the selected regulation A window will open and all the versions of the regulation i e the versions of the regulation that were valid during different periods will be displayed Click on the M or Lf icons in order to delete or edit the corresponding version If you click on the L icon then the editing window will open 92 knowledgeTools 6 Please make your changes and then finish by clicking on Save NOTE Decrees are entered in the database in the same way as laws Moving Regulations Individual regulations may be moved within the same structure level or across several structure levels In order to move a regulation within the same structure level select the corresponding T regulations and move it up or down by using the or icons In order to move a regulation to another structure level select the regulation and then click on the icon Navigate to the structure level where you want to move the regulation in the left hand section of the screen Select the structure level by clicking on it with the mouse and then click on the 5 icon If there are already regulations on the structure level then the new regulation will be inserted under the existing regulations If you would like to insert the new regulation above a certain regulation then select the regulation in
70. select Folder Options in the Tools menu in Windows Explorer and click on the View tab Scroll down to Hidden files and folders under Advanced settings and activate the option Show hidden files and folders Finish by clicking on the button labelled Apply for All Folders The template directory will now be visible 11 3 Creating Layout Templates Layout templates are a requirement for the generation of individual documents They determine the information that is included in the document and the appearance of the document layout The following different types of information can be included in the document e g e text modules from the tree in which the process that will be used as a basis for document generation was generated in e data from the input fields of the tree in which the process that will be used as a basis for document generation was generated in e data from the master data fields of the dossier in which the process was generated The creation of layout templates is optional and only necessary if you want to manage the layout of the documents that you want to generate If you do not create a layout template then documents will be created with a standard template In order to create a layout template proceed as follows 1 Open Microsoft Word 2 Create a new document select the New option from the File menu 3 Format the document to your requirements e g by i
71. the patches from a data storage device 205 knowledgeTools NOTE The download of patches from the Internet is only possible if the computer that the LOGOS server is installed on has Internet access and can establish a connection to our patch server at https secure knowledgetools de In order to download and install patches from the Internet proceed as follows 1 2 Click on the Patches tab at the top of the screen if this tab is not already active You will see the patches that can be installed or are already installed in a window labelled List of installed and installable patches Click on the Show new patches button to connect to the patch server and check whether there are new patches available If there are new patches available then the numbers and names of these patches will be displayed Click on the Install new patches button Click OK button in the window that opens and the download and installation of the patches will be executed You will receive a corresponding message after the successful installation of the patches You must now restart the server Please click on the Server tab at the top of the screen and then on the Stop Server button You will receive a message when the server has been stopped Click on the Start Server button and the server will restart You will receive the following message after the successful start of the server Status Server is running
72. the system Otherwise stopping or restarting the server may result in the loss of data 1 Start the LOGOS server console if it is not already open Open the Windows Start menu and go to the LOGOS program group Select LOGOS Server Console in the LOGOS program group 2 The status bar of the server console will display whether the server is running or not 3 Open the File menu in the LOGOS server console and select the Start Stop Server option If the server was already running then the server will now be stopped If the server was not running then the server will now start 18 1 2 Editing the LOGOS Server Configuration The server console allows you to edit a number of configuration settings on the LOGOS server In order to do so start by opening the configuration window 196 knowledgeTools 1 Start the LOGOS server console if it is not already open Open the Windows Start menu and go to the LOGOS program group Select LOGOS Server Console in the LOGOS program group 2 Open the Options menu and select the option labelled Server Options You have the option to set or edit the following settings in the configuration window Web Server Port This allows you to determine the port that you want the LOGOS server to use In the default setting Port 80 is used Web Server Prefix The prefix determines how the URL at which the LOGOS server can be accessed is formed
73. the text module 78 knowledgeTools You also have the option to undo changes to the text modules In order to do so select the text module in question by clicking on it with the mouse and then click on the icon in the sidebar The Versions window will now open on the left hand side of the screen All the edited versions of the text module will be displayed in the window Select an edited version by clicking on the button labelled Use This Version This version will now again be displayed in the sidebar on the right hand side of the screen Inserting New Text Modules In addition to the text modules that have been integrated in the document as a result of the colour marking being assigned you can also insert your own text modules 1 In order to do so select the text module in the sidebar under which the new text module should be inserted and click on the A icon 2 A new empty line will appear with the icon at the beginning of the line Select the line by clicking on it with the mouse and then click on the Fil icon to enter the actual text 3 The text editor will now open on the left Enter a text and click on Save to save your entries Please note that text modules that are added in this way are not linked to a node of the knowledge tree Deleting Text Modules Select the text module that you want to delete by clicking on it with the mouse and then click on the T icon Please note that the text module i
74. this you are exporting the data of the process but not the process itself 2 13 7 Deleting a Process Open the Process menu and select the Manage Processes option 2 Select the process that you want to delete from the list that appears by clicking on it with the mouse The name of the selected process is now displayed in the input field labelled Process Click on the Delete button 4 Confirm deletion by clicking on the OK button in the next window Close the Manage Processes window by clicking on the X button 2 13 8 Creating a Directory In order to ensure clarity it is possible to create different sub directories and to move the saved processes into these or to save processes in a certain directory when it is saved for the first time Open the Process menu and select the Manage Processes option Click on the Create Directory button If you want to create a subdirectory then first click on the parent folder on the left hand side of the window and when you have selected the folder that you want to create it in click on the Create Directory button 4 Enter the name of the new directory in the new window that opens and confirm this action by clicking on the Create button 2 13 9 Deleting a Directory Open the Process menu and select the Manage Processes option 2 Select the sub directory that you want to delete by clicking on the corresponding folder on the
75. to create the calculation field at and then click on the icon to create a new calculation field In this way you can create as many calculation fields as you want at the node Calculation fields have a unique name that cannot be changed The illustration below contains three calculation fields they are named A2 B2 and C2 By using these unique names the field can be referenced in other calculation fields The name always consists of an upper case letter and a number Thereby the number corresponds to the ID of the node where the field was created Therefore all the calculation fields of a node have the Same number in their name The upper case letter is used to differentiate between the individual calculation fields of a node Configure calculatian Name Description Formula im Al First field description m Bi B Second field description r Fig The sidebar with calculation fields in structure editor mode Each calculation field has two input fields The Description field is identified by the icon and allows knowledgeTools users to enter a brief description of the field content This could be a description such as e g Cost in EUR The Formula field is identified by the Ff icon and can be used either to enter numerical values or to enter formulas If the field is left empty then users can enter numerical values in the field in the published version of the knowledgeTool which can
76. to minimize the window again and hide the display of the values and expected values then click on the icon If you move the mouse pointer over the icon at the node in question all the probabilities values and expected values that have been entered and calculated at the node are displayed lusion rnd assumption assumption Fig The display of all the values of a node The first two lines display the probability of occurrence of the node event This value may lie between 0 and 100 The value that has been entered by the user for the node event is displayed under the node value The minimum and maximum expected values are calculated from the probability of occurrence and the entered value The last line displays the number of expected values that may result on the basis of the entered and calculated values at the node The Probability distribution window can be accessed by clicking on the lu icon in the input window for entering values and probabilities 159 E knowledgeTools Probability distribution Conclusion x1 Probability in 1 240 000 00 O 00 208 333 00 416 666 00 674 999 00 833 332 00 1 041 665 00 1 249 998 00 Wert in Download chart Download Excelsheet Probability Amount 24 62 29 37 0 005 T 54 9 27 0 005 T 36 13 34 250 000 005 3334 45 36 1 000 000 005 5 64 15 665 1 250 000 005 Fig A display of the distribution of probability The Probability distri
77. to which you do not have any access Therefore please ensure that a script is no longer required by any other users before deleting it In order to do so click on the Options and then on Manage Scripts There should be a link labelled Linked Knowledge Trees next to the name of each script If you click on the link next to the name of the script that you want to delete a list of the knowledgeTools that are linked to the script that you want to delete will be displayed 1 Click on the Options tab 2 Please then click on Manage Scripts 10 7 An alphabetically sorted list of all the scripts that exist on your server will now be displayed You now have the option to delete one or more scripts In order to do so click on the selection boxes in front of the names of the corresponding scripts Please then click on the Delete button at the bottom and the task window will open In this window the delete process will be displayed as a new task that is to be executed Please click on the P icon to start the delete process If you want to cancel the delete process then please click on the T icon After the successful deletion the message Completed Successfully will be displayed in the task window Please then click on the T icon to remove the successfully completed task from the task window Managing Access to Scripts Scripts are created within a single tree
78. tree If there are processes or templates that relate to the tree that you want to delete then these will also be displayed in the window Click on the Delete button to confirm the deletion of the knowledge tree Next a task window will appear where the deletion of the knowledge tree will be displayed as a new task that is to be executed Please click on the P icon to start the deletion process If you want to cancel the deletion then click on the mM icon After the successful deletion of the knowledge tree the message Completed Successfully will be displayed in the task window Click on the M icon to remove the successfully completed task from the task window Command Reference An overview of the icons that are used in the toolbar of the structure editor and the functions that are attributed to them are listed below op Create New Node creates a new empty node as a child node of the selected node Insert New Node Before inserts a node before the selected node Insert New Node Behind inserts a node behind the selected node Cut Node cuts the activated node out of the tree structure and copies it to the clipboard Extract Node removes a node that is positioned between a parent node and at least one child node from the tree structure and moves it to the recycle bin any possible subsequent child nodes remain in place Uncouple Node removes a node from the tree structure and moves it to the recycle bin an
79. two cases 1 If a user marks a parent node as True or False then its child nodes are locked 2 If a node with an Exclusive association is marked as True then all the other nodes within this Exclusive association are locked as such an association may contain one true node 2 11 Special Cases The authors of knowledge trees have the option to determine how the logical colour markings within a tree are assigned by the user by configuring specific settings in the technical properties of a tree 1 If the Two Valued Logic option is activated in the technical tree properties then the node may only be marked as True or unmarked to Not Checked The False option is not available This is particularly useful in the case of trees that illustrate processes 2 If the Force Colour Marking option is activated in the technical tree properties then the users may only assign the logical colour marking to child nodes In this case only the system can assign the colour marking of the parent node 2 12 Discussion Forums The users of the system can have a discussion amongst each other on each individual node in a knowledge tree In this case each and every node of a tree can have its own discussion forum Contributions to the discussion may be sent directly from the active node in the tree display to the forum The entries always refer to the respective activated node in the currently open tree I
80. used to enter laws 8 4 1 Entering New Laws Click on the A amp D tab at the top of the screen Click on the New act button at the bottom of the screen and an input mask will open where you will be able to enter the master data of the law Abbreviation Title Short Title Language Volume in which the law was published Journal in which the law was published Page on which the law was published Year Regulation Mark this setting decides whether the individual regulations in the law begin with or No The mandatory fields are marked by an asterisk Please try and complete the input fields as fully as possible NOTE The selection that you make for the abbreviation is the same one that will be used later for citing the laws in the knowledgeTools texts so that the corresponding law is correctly linked in the library ce Finish by clicking on the Save button to access the editor and enter the contents of the law Start by creating a hierarchical structure for the law The editor is divided into two sections the hierarchical structure of the law is displayed on the left hand side of the 90 E knowledgeTools screen and the associated individual regulations are displayed on the right hand side of the screen The operation of the editor occurs using the icons at the top of the screen Creating and Editing the Hierarchical Structure 1 The first structure le
81. window This applies under the condition that the law or decision in question is included in the Legal Database This database contains the full texts of the linked laws and decisions Acts s 5 433 BGB 5 242 50GB Fig The Library window displaying links to laws The display of laws and decisions depends on the configuration of the client and the contents of the respective displayed knowledgeTools 8 1 Viewing Laws The user has the option to search the Legal Database for a specific law and access it in full text or to access a specific regulation from a knowledgeTool 8 1 1 Viewing Laws in the Database Click on the A amp D tab at the top of the screen and then on the button labelled Show all acts An alphabetical list of all the laws that exist on the server will now be displayed Click on the abbreviation of the law to access the law The content of the law will now be displayed as an expandable hierarchical document structure on the left hand side of the screen Those elements that have sub elements have a plus sign in front of them 84 E3 knowledgeTools knowledgeTools Mozilla Firefox Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options BGB B rgerliches Gesetzbuch BGB B rgerliches Gesetzbuch deutsch published in bgbl III 195 1949 WH Buch I Allgemeiner Tell a Untertitel 1 Begr ndung El Buch
82. 2 Recht der Schuldverhaltnisse Abschnitt 1 Inhalt der Schuldverhaltnisse O Abschnitt 2 Gestaltung rechtsgeschaftlicher Schuldverhaltnisse durch Allgemeine Geschaftsbedingungen E Abschnitt 3 Schuldverhaltnisse aus Yertragen Titel 1 Begr ndung Inhalt und Beendigung direct selection 311 Rechtsgeschaftliche und rechtsgeschaftsahnliche Schuldverhaltnisse seit 01 01 2002 1 Zur Begr ndung eines Schuldverhdaltnisses durch Rechtsgesch ft sowie zur nderung des Inhalts eines Schuldverhdltnisses ist ein Vertrag zwischen den Beteiligten erforderlich soweit nicht das Gesetz ein anderes vorschreibt 2 Ein Schuldverhdltnis mit Pflichten nach 241 Abs 2 entsteht durch 1 die Aufnahme von Vertragsverhandlungen 2 die Anbahnung eines Vertrags bei welcher der eine Teil im Hinblick auf eine etwaige rechtsgeschaftliche Beziehung den anderen Teil die M glichkeit zur Einwirkung auf seine Rechte Rechtsg ter und Interessen gew hrt oder ihm diese anvertraut oder 3 hnliche gesch ftliche Kontakte 3 Ein Schuldverhdltnis mit Pflichten nach 241 Abs 2 kann auch zu Personen entstehen die nicht selbst Vertragspartel werden sollen Ein solches Schuldverhdltnis entsteht insbesondere wenn der Dritte in besonderem Mae Vertrauen f r sich in Anspruch nimmt und dadurch die Vertragsverhandlungen oder den Vertragsschluss erheblich beeinflusst other versions 311a Leistungshindernis bei Vertragsschluss seit 01 01 2002
83. 4 Using the Sidebar The input fields that exist for a node see chapter 7 2 below are displayed in a sidebar on the right hand side of the screen when in normal mode This occurs as soon as the fields have been activated by assigning the corresponding colour markings The sidebar opens automatically as soon as the node in question is marked as True or False Of course it is also possible to open the sidebar yourself by clicking on the tab on the left hand side of the sidebar The users can now enter their data in the corresponding fields and confirm the entries by clicking on the Save button 72 E knowledgeTools The sidebar also displays the fields that require an entry due to the automatic logical colour marking system By clicking on Show Node with the mouse the corresponding node with the respective input field is centred on the screen S knowledgeTools Mozilla Firefox Jes Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Users Process Edit Scripts View Navigation Help BAAYX B SFOORSs i TOO 1 First assumption demo demo heitkam atsolute com Version 25 Input field 1 Input field 2 a on ome je ss Third assumption E Ubertrage Daten von localhost Fig The sidebar displays all of the activated input fields of a path 7 2 Using Input Fields Input fields can be used in the gen
84. Apply F Postcode Apply O City Apply O Country Apply F P O Box Apply O phone on business Apply O phone private Apply O Mobile phone Apply O Fax Apply LI Email E http localhost knowledgetools dms frame Fig The master data fields that are available after installation The predefined master data fields that are applicable for the majority of applications are displayed under Available Standard Fields In order to use one of these fields as a master data field for your dossiers click on the check box in front of the name of the corresponding field and then click on the Save button at the bottom of the screen The selected field will now be moved to the top to the Currently Used Master Data Fields section and once it is saved it will be available in all of the dossiers Of course you also have the option to select several fields at once In order to create your own custom master data fields click on the button labelled Add Custom Field Enter the name of the new master data field in the input field that appears If you want to create another field of your own click on Add Custom Field again As long as you have not yet saved a created field you can always remove it again by clicking on the Undo button Finish by clicking on Save to save the new master data field s You also have the option to combine custom and predefined master data fields e g select several predefined master data
85. Directory cneecetcnteencieatenscnsnernceennsvencoenssetcecuevesdnanesssensuceecaas 33 243 9 Deleting a Directory scrccivets cchascidnuriauid aaa aaa 33 2 13 10 MOVING a PROCES nE ra EE EEE AT 34 2 13 11 INQUGSS RIE E E E EE E O 34 3 Creating New Knowledge Tree ssssssnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 35 3d Configuring the Technical Tree PropertieS ssssssssssrsrrnnsrrnrrnrnrrnrrrrnrrrens 35 3 1 1 O E E E E E sent e cece neste 36 3 1 2 Summary Description DESCriPtion ccccec cece cece eee eeeeeeeeeeeeeeeeenees 36 3 1 3 PD OU CAO TYDE erp canis ca snaensaasanpnapanelsaaaaumesaennigetsaspiaediab iat a a 36 3 1 4 OPONA FUR UON era EE E E AE AEE A 37 3 2 Making knowledgeTools Accessible to Other Users Publishing 0008 39 4 Importing and Exporting Data ccccccccccccseeeneeeeeeeeeeeeeeeesseeeeeeeeannnnueeeaees 41 4 1 Data Exchange Importing a knowledgeTool from a Fil ccccceee cece eens 41 4 2 Data Exchange Importing knowledgeTools from LexOgramM ssseeeeeeeeeees 42 4 3 Activating an Imported or Newly Created KnowledgeToOol ccceeeee eee eens 43 4 4 Data Exchange Importing Scripts from a File cccceeeeeeeeeeeeeeeeeeeeueauenegs 43 4 5 Activating an Imported or Newly Created SCript c ccc ccceeeeeeeeeee eee eenees 44 4 6 Data Exchange Exporting a Script to a Fil ccc cece ee eeeeseeeeeeeeeeeeeees 45 4 7 Data Exchange Exp
86. Handling Technical Problems ssssssssnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 209 19 1 Resolving ProblemS sssasesssasannassansusennunconnnassnnanennuusennuaaonunaennnanonnanaannuaan 209 19 2 Reporting PFODICINS crisisosrsrinin aaa 209 20 Final Not s ssissssisrossnnana EAA ENEE EEEa EEEa 211 Release Notes LOGOS 2 39 The current release 2 39 includes an interface to the German Federal Ministry of Justice s eNorm software eNorm is the main component of the Federal Ministry of Justice s Electronic Working Aids and Promulgation project that aims to support compliance with legal form and editing requirements in the drafting of laws and regulations With the corresponding licence scripts that have been created in LOGOS will now be able to be exported in an eNorm compatible XML format and then imported to eNorm for further use within the framework of drafting legislation Furthermore various functions such as the Script Editor and the export datarooms and scripts have been updated and improved Berlin March 2008 knowledgeTools 1 System Requirements LOGOS is a web based multi user system that allows users to access and exchange data by connecting to a central server using a standard web browser This data consists primarily of knowledgeTools knowledge trees and the data that is associated with them In order to utilize the system your workstation must meet the following system requirements
87. Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Users de en Edit tutorial Step 2 Create script Time in seconds Title Action 5 Show node Focus node true Focus node true x 20 x 25 Show node x 30 x fao Show node FA Fertig Fig Creating the tutorial script for a new tutorial 172 knowledgeTools In order to create a script proceed as follows i Click on the Play Video button and the selected video file will be opened You can always stop the video or jump to a certain position in the video using the slide control Click on the New Marker button If you now click on the clock icon on the right hand side next to the disabled field then the current time of the video will be used The event that you then define will be executed at this time You also have the option to enter a text in the field labelled Title This text will be displayed in the video window of the tutorial under the video and function as a marker to a specific position in the tutorial Tip it is possible to select a value of O seconds for the first time and to assign it a title such as Start By clicking on this title the subsequent viewers of the tutorial will always be able to return to the beginning of the tutorial You can determine which event will be activated at the predetermined time by using the drop down list in the Action column The following events are a
88. ID of the respective node Each ID can only exist once in the tree However a node with a specific ID may have several associations in a tree i e although the node physically only exists once it has been used by the author in multiple positions in the tree e g due to reasons of efficiency Therefore the node ID alone does not suffice in order to clearly identify a node In order to do this the path of the node is also required A node may appear in a tree several times with the same ID however each node may only occupy one specific position in the tree The node path is a description of the path to a node starting from the start node of the tree The path of a node is thus established as described below e The first node of a tree does not have a path as it is the starting point of the tree e The nodes on the first level of the tree are numbered from top to bottom and consequently have the paths 1 2 3 etc e Child nodes that are attached to the first node of the first level are also numbered from top to bottom however they also receive the path of the parent node as a prefix These child nodes consequently have the paths 1 1 1 2 1 3 etc This numbering method is used throughout the entire tree see the figure below Fig An example of node paths 20 knowledgeTools Therefore by using the combination of the ID and path of the node one can clearly identify it and localize it in the tree It is also possi
89. If a node is linked to a text section then this will be indicated by the presence of the E icon at the bottom right hand corner of the node If you click on the icon then the linked text section will be displayed in the sidebar and highlighted in grey 118 E knowledgeTools knowledge Tools Mozilla Firefox mE Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Users delen Process Edit Scripts View Navigation Help Demoscript 4 BAOAYX B sAWOasS i APO E Document Conclusion D gt i demo Version 33 e C Search for page number Demoscript E Part I onah 1 Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua At vero eos et First assumption accusam et justo duo dolores et ea rebum e 8 Stet clita kasd gubergren no sea takimata sanctus est Lorem Second assumption ipsum dolor sit amet i i t vero eos et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem eR ipsum dolor sit amet onn O Part II Part III 433 BGB 242 StGB s 433 BGB s 242 StGB E bertrage Daten von localhost Fig The sidebar with a linked text section If the node is linked to text sections in different texts then the linked text section in the first
90. Open the Backup menu and select the Configure Backup option Select the time when you want the backup to be created using the arrow buttons next to the field labelled Hour It is recommended to select a time when there are no or only very few users working on the system Select the days when you want the backup to be created using the check boxes next to the field labelled Days You may select more than one day Click on the Browse button to select the directory where you want the backup to be saved Navigate to the required directory in the window that opens and select the required directory Confirm your selection by clicking on OK Finish by clicking on Save to save your entries You must restart the LOGOS server for your changes to take effect 202 knowledgeTools 8 Open the File menu in the LOGOS server console and select the Start Stop 2 Server option The LOGOS server will now stop Click on Start Stop Server The LOGOS server will now start 18 1 8 Restoring Backups You have the option to restore backups which have been created as described above on the same LOGOS installation or on a LOGOS installation on another server NOTE Please note that you can only restore backups in the same LOGOS version Therefore it is not possible e g to restore a backup that was created in version 2 38 on a system that is running version 2 39 Please also note that w
91. Please then click on the Save button and continue with steps 4 to 6 described above 46 4 8 knowledgeTools Data Exchange Importing Datarooms If the Dataroom Module is activated on your LOGOS server then you have the option to import datarooms that exist as KIP files into your system NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task NOTE When importing a knowledgeTool that is linked to a dataroom it is essential that first the dataroom and then the knowledgeTool are imported 4 9 Click on the Options tab Please then click on Import Product File Click on the Browse button in the window that opens and select the directory where the product file that you want to import is saved Select the corresponding file by clicking on it with the mouse and then please click on the Open button Please then click on the Upload button The task window will open after the successful upload of the file In this window the import of the product file will be displayed as a new task that is to be executed Please click on the gt icon to start the import process If you want to delete the import task then please click on the T icon After the successful import the message Completed Successfully will be displayed in the task window Click on the f icon to remove the successfully completed task from the task win
92. Raw Data ANalySiS aratetars autnandancsnas kaa a 194 17o Me er a eA E ee ee meee E 195 18 General Administration of the Server ssssssss2222222222222202222u2022222202220 80 196 18 1 Ihe LOGOS Server COMS OMS errereen En EREA EEEN 196 18 1 1 Starting Stopping the Server sssssssssssssesssnsssnnssnnnesnsnennsnrensnrenenenn 196 18 1 2 Editing the LOGOS Server Configuration ccccceeeeeeeeeeeeeeeeeeeuueuuueaas 196 e AOC A a O ea E ENE Aa 198 18 1 4 Changing User PasswordS sssssssssesssssssnesnsssnnessnnessnnesnnnssrenssenneseen 199 18 15 Installing PALCOS cccansasssanteetastecta aana ai 199 18 1 6 Creating Backups Manually sssnssssnsssnsssnnssnsnssnssssnnnssnnnesnnnssnsnesnsnesenns 201 18 1 7 Creating Backups Automatically sossssssnnnnnnnnsnnnnsnsnrnnnnrrrrnnerrnnrrrnenns 202 18 1 0 RESONO BACKUPS joven anccorecseacararwniasiaaas ni T E erii 203 15 2 The LOGOS Wed CONSOMC ws cssactns hese nesetesantestoseneietesantestersneieteeantstereneieteeeaes 204 18 2 1 Accessing the Web Console sssssssssssssssssnessnnsssnnsssnnesnsnesnsneenenennesenne 204 18 2 2 Starting Stopping the Serv CF rirsirsriririrrerrirrecirrin eriniki 205 16 2 5 dS Alling PACOS sinensnarsnwnesdeacrwinGanasiauasescunadausnicauaarersesssauniaainsaannees 205 knowledgeTools 16 24 Accessing Log TICS onccinncaecioanaaraieaeasaeetesaeatesasssaieneinseencevanereeuanunteoees 207 EG 223 Creating BACKUD S aviron e AE 207 19
93. a The search window displays the first 30 results if there are more than 30 results you can display these by clicking on the Next button 23 knowledgeTools The level of the found node in the tree is graphically illustrated in front of the node title This is displayed by the number of dots inside the square brackets thus a node that is on the third level of the tree is displayed as follows Click on the title of a node to display the corresponding node in the tree In addition nodes that appear in several different positions in a tree are also displayed with the suffix more paths If you click on more paths a new window will open with information on how often the node appears in the tree and where the node in question is positioned in the tree displayed by using the node path Click on the node title in order to display the node in question within the tree 2 7 2 Advanced Search Options The user has several search options when entering search terms e if two search terms are entered after each other i e without an operand term1 term2 then the texts that contain both term1 AND term2 will be searched for e if only a single search term is entered term then this exact search term will be searched for e if only part of the search term is entered followed by an asterisk as a wild card term then all words that consist of term and any other number of characters will be searched for e g term
94. access rights will be saved in the backup 201 knowledgeTools In order to create a full backup of your LOGOS server proceed as follows i Create a directory where you want the backup to be saved on the computer that the LOGOS server is running on Start the LOGOS server console by opening the Windows Start menu and then selecting LOGOS Server Console in the LOGOS program group Open the Backup menu in the server console and select the Make Full Backup option In the window that now opens select the directory where you want the backup data to be saved see step 1 above and confirm your selection by clicking on the OK button The backup will start immediately NOTE Please note that although it is possible to continue working on the server while the backup is being created the backup process will have a considerable effect on the performance of the system Therefore backups should only be created when there are no or only very few users working on the server 18 1 7 Creating Backups Automatically You also have the option to create backups automatically When creating backups automatically you can determine the day of the week and the time that you want to create the backup on and the directory in which you want the backup to be saved In order to set up automatic backups please proceed as follows Start the LOGOS server console if it is not already open
95. all the possible properties of a node 1 Logical Colour Marking Result 8 Module Icon 2 Node Title 9 Script Icon 3 Weighting 10 Dataroom Icon 4 Colour Marking 11 Forum Contribution Icon 5 Alternative Text 12 Note Icon 6 Calculation Field Icon 13 Risk Analysis Icon 7 Input Field Icon The properties of a node that can be edited include e the node title e the alternative text e the node colour coloured marking on the right hand side of the node e node weighting in order to identify the relevance of a node e the logical association and e the position of the node within a tree section The node ID cannot be edited as it is the unique identification number of each node and is automatically assigned by the system The node title the alternative text the node colour and the type of logical association can be edited in the Properties window In order to open this window click on the Properties option in the Edit menu or the shortcut menu of the selected node Alternatively you also have the option to click on the P icon in the toolbar Mode properties Conclusion Alternative text Weight ES Logical conjunction Exclusive Save Cancel Fig The Node Properties window 50 5 2 ce 2 5 3 knowledgeTools Editing Titles Alternative Texts Node Colours and Weighting Select the node that you want to edit by clicking on it with th
96. alue for the node is calculated in accordance with the probability of occurrence of the corresponding node The values that are calculated in this way can be downloaded as MS Excel files In addition the graphical process analysis can also be used to calculate the average probabilities of occurrence on the basis of all the existing processes of a knowledge tree version In order to use the Risk Analysis Module you require the corresponding licence 2 2 7 the Calculator Module The calculator function enables users to perform calculations within a knowledge tree on the basis of predefined calculation formulas In order to do so numerical values and formulas can be entered in the fields and linked to the knowledge tree The entered numerical values and the results of the calculations can be saved and exported to MS Excel In order to use the Calculator Module you require the corresponding licence 15 E knowledgeTools 2 2 8 The Tutorial Module By using the Tutorial Module users have the option to create video based multimedia tutorials within LOGOS In these tutorials users can link videos in Flash format to knowledgeTools By using a _ time controlled script nodes can be accessed in knowledgeTools and assigned colour markings In addition you have the option to display individual PowerPoint slides in the tutorials No additional software is required in order to view the video The tutorials can be accessed using a unique address
97. and processes by using the Search function Enter the name of the dossier or process that you want to search for in the input field specify whether you want to search for a dossier or a process by clicking on one of the selection buttons and then click on the Search button The display of the Users tab does not depend on the global access rights the display of this tab only depends on whether the user possesses the necessary User Admin administrative access right 2 4 Navigation in the Tree knowledgeTools trees consist of nodes which are associated with one another and arranged in levels according to the knowledgeTools logic Nodes that have subordinate nodes attached to them are referred to as parent nodes Subordinate nodes that are attached to a parent node are referred to as child nodes If a node has a subordinate level then this will be indicated by the presence of an arrow on the right hand side of the node see figure First assumption i iam mi Third assumption Fig The arrow shows that there is a subordinate level 18 knowledgeTools Click on the node in order to open the subordinate levels in the tree The respective selected node will be marked by an orange coloured frame Click on the subsequent nodes in the levels that are displayed until you reach the required depth of information If you click on a node on the same level or a higher level then any subordinate levels that may have bee
98. and then select the corresponding date using the selection lists 3 Click on the Search button to start the search All the files that match the search criteria that you have entered will now be displayed in a flat list The dossier that contains the file will be displayed next to each file 11 11 3 Activating Files While dossiers are generally activated for all users the files that they contain are only visible to other users if you have explicitly activated them 151 knowledgeTools Click on the Dossiers tab Click on Open dossier to access a list of your dossiers Open a dossier by clicking on the plus sign in front of the name of the dossier Select the file that you want to activate by clicking on the selection box in front of the name of the file 4 Click on the Clear button below to activate the file In addition the name of the file will be highlighted in red so that you and other users will be able to quickly recognize the newly activated file 11 11 4 Deleting Files Click on the Dossiers tab Click on Delete Dossier to access a list of your dossiers Open a dossier by clicking on the plus sign in front of the name of the dossier Select the file that you want to delete by clicking on the selection box in front of the name of the file 4 Click on the Delete button below Before deletion you will be asked to confirm whether you want to delete the file Click on Delete to de
99. ange between the knowledge tree displayed in Internet Explorer and Microsoft Word is implemented using a Word template This template is Supplied with the installation CD the name of the file is ktoo ls dot This template must be copied to the user template directory of every workstation In order to find the template directory proceed as follows 142 knowledgeTools Open Microsoft Word Open the Tools menu Click on Options to open the Options window Click on the File Locations tab in the Options window te o o A list of file locations for different file types will be displayed Click on the line labelled User templates The user template directory will be displayed on the line labelled User templates Generally you will not see the full directory path there but a shortened path that will look something like this C Application Data Microsoft Templates In order to view the full path of the user template directory first click on the path and then on the Change button in the window The Change Save Location window will then open Click on the selection list at the top of this window Templates should normally be displayed in the selection list The selection list now opens and you can see the full path to your template directory Make a note of the directory switch to Windows Explorer and copy the file ktoo s dot from the installation CD to the
100. ards to move the tree down Scroll the wheel downwards to move the tree up By keeping the Shift key pressed the tree can also be moved to the left or the right 2 4 3 Additional Navigation Options Your navigation through the tree is saved in the navigation bar You can quickly return to an earlier node by opening the navigation bar and clicking on the corresponding node in the list that opens However it is also possible to navigate step by step through the previously accessed nodes by clicking on the Back 4 or Forward b icons in the toolbar 19 knowledgeTools If you know the path of a required node it is also possible to enter the path directly into the navigation bar If you then click on the Go To button in the navigation bar then the relevant tree is opened up until the node in question If you only know the node ID you can also enter only the node ID The path of the node is now displayed in a new window If you click on the path then the corresponding node is displayed 2 4 4 Synopsis Node IDs and Node Paths Each node of a tree has a unique ID number as well as a unique path The ID is automatically generated when a node is created and cannot be changed afterwards In order to display the ID of a node open the View menu and then select the Display Node ID option from the Edit menu A white number will be displayed at the bottom right hand corner of every node this is the
101. art by clicking on the button labelled Add New Decision in the window Select the corresponding court from the list of courts and then enter the file number of the decision in question Repeat these steps in order to add more decisions Finish by clicking on the Save button to save your entries Adding Decisions to a New Court Start by clicking on the A amp D tab at the top of the screen Click on the New Court button at the bottom of the screen Enter the name of the court in the window that opens and then click on Save Follow the steps described above in steps 2 to 7 Editing Existing Decisions Click on the A amp D tab at the top of the screen Enter the file number of the decision that you want to edit in the input field labelled By File Number and then click on Display or select the corresponding 89 3 8 4 E knowledgeTools court in the selection list above and then click on the Display button on the right next to the selection list You will now access a list that depending on the above described method will either contain only the decision with the entered file number or all of the decisions by the court that has been selected in the selection list Click on the Edit button next to the decision that you want to edit and the decision will open Click on the Edit button next to the content that you want to edit Entering Laws in the Legal Database The web based editor can also be
102. ask window Please then click on the Mf icon to remove the successfully completed task from the task window 96 knowledgeTools 9 The Dataroom Module The Dataroom Module not only provides you with a central saving location for files but also with a number of additional options for the administration linking and use of your files and documents In order to use the Dataroom Module your LOGOS server installation should possess the corresponding licence If this is the case then you will see an additional tab labelled Dataroom at the top of your screen 9 1 Creating Datarooms 1 Click on the Dataroom tab 2 Open the Settings menu and select the Create New Dataroom option 3 Enter a name for the new dataroom in the window that appears 4 Click on the Save button to create the new dataroom 9 2 Dataroom Management The management of datarooms consists of e creating and editing directories e uploading editing and indexing files e configuring indexing e creating new datarooms In order to manage datarooms you must possess the corresponding access rights For detailed information on the access rights are required in order to use specific functions please refer to the table in chapter 15 5 further on in the User s Manual In any cases of doubt please contact the user administrator of your LOGOS server to find out about your authorization level 9 2 1 Creating and Editing Directories
103. ave created will be displayed in the new window that opens Select the process that you want to open and click on it once with the mouse confirm this action by clicking on Open 2 13 4 Managing Processes You also have the option to manage saved processes by e renaming or e deleting them In addition it is also possible to organize processes in directories 2 13 5 Renaming Processes Open the Process menu and select the Manage Processes option 2 Select the process that you want to rename from the list that appears by clicking on it with the mouse The name of the selected process is now displayed in the input field labelled Process 3 Delete the old name in the input field labelled Process and enter the new name of the process 4 Click on the Rename button Confirm your entry by clicking on the OK button in the next window Close the Manage Processes window by clicking on the X button 32 knowledgeTools 2 13 6 Exporting Process Data The user has the option to export data which has been entered in a process as an XLS file e g for further processing in MS Excel Start by opening the corresponding process Open the Process menu and select the option Export Process Data In the dialog box that appears select whether you want to immediately open the XLS file or whether you want to save it to your hard disk NOTE Please note that by doing
104. ble for you to display the path of the node In order to do so click on the node in question open the Navigation menu and select the Node Address option The complete address URL of the node is now displayed in a new window The path of the node is displayed at the end of the address after path 2 5 Viewing Options 2 5 1 The Presentation Mode It is also possible to view the tree in a special presentation mode This mode provides an enlarged view and is particularly suitable for presentations with a projector beamer Select the Presentation Mode option from the View menu or click on the Gd icon in the toolbar 2 5 2 Using the Zoom Function The user also has the option to enlarge or reduce the size of the display of the tree to meet their needs In order to enlarge the size of the tree click on the O icon in the toolbar until the tree is displayed in the required size Alternatively you can also select the Zoom in option in the View menu In order to reduce the size of the tree click on the icon in the toolbar until the tree is displayed in the required size Alternatively you can also select the Zoom out option in the View menu If you want to display the tree in the original size click on the option Original Size in the View menu In addition you can also enlarge or reduce the size of the tree by using the scroll wheel of the mouse If you keep t
105. bution window shows e which amounts expected values can be realized e with which probability probability of occurrence at the selected node in a graphical and tabular display The highest expected value is always marked by a dotted line and displayed above the line the highest probability of occurrence is illustrated by a horizontal line and displayed on the right next to line The individual value combinations are illustrated by dots These dots are connected by a line The line merely serves to provide a better understanding of the trends the line does not mean that there are further values in between the individual dots If you move the mouse pointer over the individual dots in the diagram then the exact values probability of occurrence and expected value that are represented by the dots are displayed You have the option to download the diagram as a chart in PNG format e g in order to integrate in a presentation In order to do so click on the W icon The exact values are displayed in tabular form under the diagram 160 knowledgeTools The first line of the table displays the probability with which the expected value O e g O EUR will be realized in a grey font Below it the probability with which values above O will be realized is displayed in a green font You have the option to download the values that are illustrated in the table as an MS Excel file In order to do so click on the I icon 12 4 Additi
106. by clicking on it once with the left mouse button 4 At the bottom of the screen you will see two tabs labelled Text Module True and Text Module False Select which of the two text modules you want to edit by clicking on it with the mouse and then click on the Ej icon at the top right hand corner of the respective tab 5 Enter the required text and click on Save 11 9 4 Integrating Input Fields The user has the option to define input fields for every single node and to integrate these in the text modules The data which is later entered into the input fields by users is then included in the generated document Please note that the input fields are only available at the node where they have been created and not throughout the entire tree The integration of input fields occurs in two steps 1 Define the input fields that should generally be available at a node 2 Integrate one or more of these input fields in a text module of the node 144 knowledgeTools NOTE The creation of input fields is described in chapter 7 2 In order to integrate an input field that has already been created in a text module proceed as follows 1 Open the tree that you want to edit and select the node that contains the text modules where you want to integrate the input fields 2 Select which of the two text modules you want to edit by clicking on it with the mouse and then click on the Ej icon at the top right hand c
107. cess whereas a process is the concrete record of which of these steps you as the user have edited and how you have edited them Processes are saved in dossiers Each process contains information on when the process was created by which user and on the basis of which process template Users have the option to dynamically generate documents on the basis of processes from the corresponding knowledge tree 11 8 1 Creating New Processes on the Basis of Process Templates When using the Dossier Module the creation of processes occurs on the basis of previously created process templates Processes are not created in the tree but in dossiers As a result it is possible to assign your working results to dossiers N ew process 1 Enter a name for the new process Letter 2 Please select a template Templates EY Correspondence B Letter Fig The New Process window In order to create a process proceed as follows 1 Click on the Dossiers tab and then on Open Dossiers 2 Select the dossier where you want to create the process by clicking on the name of the corresponding dossier 3 Click on the button labelled New Process at the bottom of the screen and the New Process window will open 137 knowledgeTools 4 The process templates that are available on your server will be displayed in their directories in this window Open the required template directory by clicking on the plus sign in f
108. cessary to physically have to access the server as a user with administrative access rights at operating system level The server can now be accessed from anywhere In addition the web console can be used by both Windows installations as well as Linux installations However certain functions that are available when using the server console are not available when using the web console The following functions are available in the web console e Starting Stopping the Server e Installing Patches e Creating Backups e Accessing Log Files NOTE Please note that the web console should not be permanently open but rather only to complete administrative tasks Please exit the web console once you have completed your work by clicking on the Log out at the top right hand corner of the web console 18 2 1 Accessing the Web Console NOTE In order to access the LOGOS web console you must possess the User Administrator administrative access right Open your web browser 2 Enter the address of the LOGOS web console and press the Enter key The address is http your_server_name Port admin whereby the port has been set in the LOGOS server console during the installation of the LOGOS server and can also be changed later In the default setting Port 81 is used 3 Login with your user access data 204 E knowledgeTools 4 You will access the web console interface see next illustration LOGOS Web Console
109. clicking on it once with the mouse and then click on the recycle bin icon 10 Click on Apply to save the list and close the dialog box If you have created several input fields you can change the order in which the fields are displayed by moving the fields up or down using the black arrow icons In order to delete an input field simply click on the recycle bin icon in front of the name of the input field 7 2 2 Editing Existing Input Fields If a node has an input field then this will be indicated by the presence of a blue icon at the bottom right hand corner of the node 75 E knowledgeTools If you move the mouse pointer over this icon the labels of the existing input fields for the node will be displayed In addition the labels will be coloured as follows see figure e green if the input field has been assigned the condition True e red if the input field has been assigned the condition False e black if the input field has been assigned the condition Marked First assumption m F Available fields Second assumption Conclusion pt 1 Input field 1 2 Input field 2 Third assumption d Fig A node with input fields You can edit the existing input fields by clicking on the icon in the node when in editor mode Alternatively you can also open the Edit menu and select the Edit Input Fields option The Input Fields window will now open and the existing
110. d files from your personal PC or your network to a dossier These files may contain e g scanned correspondence Excel charts presentations videos or graphics 11 11 1 Adding New Files to Dossiers Click on the Dossiers tab Click on Open Dossier to access a list of your dossiers Select the dossier that you want to add the file to by clicking on the name of the dossier 4 Click on the New File button Click on the Browse button in the window that opens In the next window navigate to the file that you want to upload select it by clicking on it with the mouse and then click on Open 7 Click on the Upload button to upload the file 11 11 2 Searching for Existing Files You have the option to search for files using the name of the file the date that the file was uploaded or the name of the user that uploaded the file 1 Click on the Dossiers tab 2 Click on Search Dossiers to open the search window If you want to search for a file by name then enter the name in the input field labelled Search Term and click on the selection button labelled Search in Filenames If you want to search for the user that uploaded the file then enter the name in the input field labelled Search Term and click on the selection button labelled Search for Creator If you want to search for a file by the date that it was uploaded then start by clicking on the selection button labelled Search by Date
111. d select the Add Administrator option Enter the e mail address of the user that you would like to add as an administrator in the window that opens Enter a password of your choice for the user in the field below Please note that the password must contain at least 6 characters 3 Re enter the password in the field below 4 Finish by clicking on the Save button 198 knowledgeTools 18 1 4 Changing User Passwords The server console allows you to change the passwords of existing users In order to do so proceed as follows 1 Start the LOGOS server console if it is not already open Open the Windows Start menu and go to the LOGOS program group Select LOGOS Server Console in the LOGOS program group Open the Options menu and select the Reset User Password option In the window that now opens use the User selection list to select the user whose password you want to change Please note that only the user names e mail addresses of the users are displayed in the selection list 4 Enter a password of your choice for the user in the field labelled Password The password must contain at least 6 characters Re enter the password in the field below Finish by clicking on the Save button 18 1 5 Installing Patches The LOGOS server has an integrated patch system with which you can download and install the latest patches and bugfixes from the Internet Alternatively you can also
112. d that the full text search cannot be performed for the file 9 2 3 Uploading Multiple Files You not only have the option to upload individual files but also to import multiple files or entire directories including all the files and possible subdirectories that they may contain into an existing dataroom In order to do so you must first compress the files or directories that you want to upload into a single ZIP file using a file compression program i Start by selecting the dataroom and the directory where you want to upload the new files to by clicking on it with the mouse Click on Bulk upload at the bottom of the screen Click on the Browse button in the window that opens and select the directory where the ZIP file is saved Select the ZIP file by clicking on it with the mouse and then click on the Open button Please then click on the OK button The task window will open after the successful upload of the file In this window the import of the ZIP file will be displayed as a new task that is to be executed Please click on the P icon to start the import process If you want to delete the import task then please click on the Mf icon 98 knowledgeTools 7 After the successful import the message Completed Successfully will be displayed in the task window Please then click on the icon to remove the successfully completed task from the task window 9 2 4 E
113. delete a section all the subordinate elements will also be deleted Example if you delete section 1 then sections 1 1 and 1 2 including any text blocks that they may contain will also be deleted 10 5 Integrating Existing Scripts in Trees You have the option to integrate scripts that exist on the server in a tree In order to do so you must possess read access to the script that you want to integrate see above 1 Open a tree in editor mode 2 Open the Navigation menu and click on the Open Technical Tree Properties option Scroll down to Scripts and file shares 4 Click on the Select Scripts selection list below it All of the existing scripts on the server for which you possess at least read access will be displayed in the list Click on the script that you want to integrate You can also click on more than one Script Click on the Save button The Technical Tree Properties window will close Click on the Reload button the client will reload and the selected script s will be displayed on the right hand side of the screen 10 6 Links Between Nodes and Text Sections In the default version you can create links between the nodes of a tree and individual files e g documents In this case however the link is always to the entire document On the other hand if you are using scripts a node can be linked to different sections of a script or even different sections of different scripts
114. des that have been marked either red or green and possess the respective text module Texts that are attached to 143 knowledgeTools nodes that have not been marked or marked as Not Checked are not included in the document The sequence in which the text modules are included in the document is fixed Therefore it is important to visualize the way in which the text modules are arranged There are three basic rules 1 The text modules of the parent nodes are inserted before the text modules of the respective child nodes 2 The text modules of the child nodes are inserted from top to bottom in the document 3 The text modules of a tree section are only inserted into the document after the text modules of the previous tree section have been inserted However you have the opportunity to edit the order and the content of the text modules again before they are sent to MS Word please refer to chapter 11 10 1 11 9 3 Preparing the Knowledge Tree for Document Generation Before it is possible to generate documents from a knowledgeTool it is first necessary to create the required text modules in the Structure Editor 1 Open the tree that you want to edit in editor mode Please note that you must possess write access to the tree 2 Make sure that the tree is assigned the application type Document Generator in the Technical Tree Properties window 3 Select the node where you want to attach one or more text modules
115. display the sidebar 9 4 4 Creating Links Between Nodes and Files The creation of links between the files and nodes of a tree occurs in two steps start by selecting the dataroom that you want the tree to access then link the individual files of the dataroom to the nodes of the tree NOTE You can also determine that a tree can access more than one dataroom and consequently also the files that it contains In order to link the nodes of a tree to files in a dataroom proceed as follows 1 Open the tree in structure editor mode 2 Open the Navigation menu and click on the option Open Technical Tree Properties 3 Scroll down to Scripts and file shares 4 Click on the lower selection list labelled Select file shares 5 All of the available datarooms will now be displayed in the list Select one or more datarooms by clicking on them once with the left mouse button 6 Click on the Save button The Technical Tree Properties window will now close and a dialog box will appear Click on the Reload button in the dialog box and the sidebar will appear on the right hand side of the screen with the datarooms that you have selected You can now link individual files in the sidebar to the nodes of the tree 1 In the tree navigate to the node that you want to link a file to 2 In the sidebar navigate to the file that you want to link to the node 3 Click on the name of the file with the ri
116. diting Files Moving Copying Renaming and Deleting The following options are available for files on the server e Moving e Copying e Renaming e Deleting If you want to move a file from one directory to another directory then proceed as follows Click on the file in question with the right mouse button Select the Cut option from the shortcut menu with the left mouse button Click on the name of the directory that you want to move the file to with the right mouse button and select the Insert option from the shortcut menu by clicking on it with the left mouse button The file will now be moved to this directory In order to ensure data consistency on the server files cannot be physically copied from one directory to another directory Therefore each file can only exist once on the server However you have the option to create a link to a file in another directory Click on the original file with the right mouse button Select the Copy option from the shortcut menu with the left mouse button Click on the name of the directory where you want to create a link to the file with the right mouse button and select the Insert Link option from the shortcut menu by clicking on it with the left mouse button A link to the original file will now be inserted in the directory If users click on this link the original file will be opened In order to rename a file proceed as follows 1 Click on the original file wit
117. dow Data Exchange Exporting a knowledgeTool to a File NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task Click on the Knowledge tab Click on the name of the knowledgeTool that you want to export with the right mouse button Select the Export option from the context menu that opens The task window will now open In this window the export of the knowledgeTool will be displayed as a new task that is to be executed Please click on the icon to start the export process If you want to delete the export task then please click on the iif icon 47 knowledgeTools 5 After the successful export the message Completed Successfully will be displayed in the task window Click on the icon to download the exported knowledgeTool 6 Please then click on the M icon to remove the successfully completed task from the task window The user has the option to export a KnowledgeTool to a product file without including files that have been directly integrated into the tool using the File Managers i e not using links to a dataroom in the product file This may for example be useful if the knowledge tree that you want to export contains data quantities that are so large that they would result in the product file now being able to fit on a conventional data carrier In order to export a knowledgeTool to a product file without files sta
118. dow will open in which you will be informed that the client must now reload Please confirm this by clicking on Reload 12 2 Entering Probabilities When you open a knowledgeTool that has the application type Risk Analysis activated for the first time all the nodes initially have a probability of occurrence between 0 and 100 aS a more accurate statement regarding the probability of occurrence for the individual node has not yet been made The node is therefore in the state of the greatest possible uncertainty This status is displayed by an orange coloured bar on the left hand side of the node 154 E knowledgeTools If you move the mouse pointer over the G icon in the bottom left hand corner of a node then the current probability of occurrence of the events that are illustrated in the node will be displayed in a tooltip see figure im 0 00 100 00 lusion nd assumption l d assumption Fig A tooltip displaying the current probability of occurrence Nodes can be given an exact probability of occurrence or a range of possible probabilities of occurrence Consequently the following values are possible e a value of 0 per cent e a value of 100 per cent e a value between O per cent and 100 per cent e g 65 e a range between one selected value and another selected value between O per cent and 100 per cent e g 20 to 30 Thereby a value of O per cent is equivalent to the node being marked as Fal
119. e blue arrow All the nodes that are linked to the files will be displayed in the selection window In order to display one of these nodes simply click on the node title 108 knowledgeTools 9 4 1 Opening Files In the sidebar the files are displayed in the hierarchical directory structure of the dataroom In order to display the contents of a directory click on the name of the directory with the left mouse button If the directory contains files then these will be displayed under the name of the directory If the directory contains subdirectories then a plus sign will be displayed in front of the name of the directory Click on it once to open the directory structure and display the subdirectories If you move the mouse pointer over the name of the file an information window will appear with the properties of the respective file The following properties will be displayed e Filename e Technical ID of the file e Application type of the file e g Word or Excel e Technical checksum of the file e Creation date of the file when the file was originally created e Upload date of the file when the file was originally uploaded to this server e Uploaded by who uploaded the file to the server e Searchability whether the contents of the file can be searched in with the integrated full text search In order to open a file click on the filename once with the right mouse button and a shortcut menu will appear Click on
120. e left mouse button If the Properties window is not visible then follow steps 2 and 3 otherwise continue with step 4 Click on the node once with the right mouse button Select the Properties option from the menu that opens Enter the title of the node in the field labelled Title Enter the alternative text of the node in the field labelled Alttext the alternative text is displayed when you move over the node with the mouse pointer If you do not enter anything in the Alttext field then the title text will automatically be used as the alternative text If required select the node colour from the drop down list If required select a weighting factor by clicking on either the red green or yellow check box Click on the Save button to save your changes Editing Associations Nodes are associated with each other according to the knowledgeTools logic The type of association between the parent node and the subordinate child node is determined by the parent node The following types of association exist And Or Exclusive Not And Not Or Not Exclusive Virtual The Virtual association is the standard association between a parent node and a newly created child node You can determine the type of logical association in the Properties window 1 Select the respective parent node by clicking on it once with the left mouse button 2 Open the Node Properties window if it is n
121. e not connected with the tree structure Select the node that you want to delete from the list by clicking on it with the mouse You may select more than one node Click on the Delete button 58 knowledgeTools NOTE The node will be immediately deleted without any additional steps You also have the option to delete the entire contents of the recycle bin by clicking on the Delete All button 5 18 The Undo and Redo Functions By using the undo function you can undo all changes that have been made to the node properties including changes to the additional information of the node Move the mouse pointer to the icon in the toolbar A text shaded in yellow will appear indicating changes that you can undo by clicking on the icon Click on the icon to undo the change As the counterpart to the undo function the user can also use redo function Move the mouse pointer to the icon in the toolbar A text shaded in yellow will appear showing you the changes which have been effected by clicking on the undo icon that can be redone or cancelled by clicking on the icon Click on the icon to cancel the changes that have been made by clicking on undo 5 19 Switching Between the Editor and Normal Modes When you are in editor mode you have the option to access different views of the open knowledgeTool These views can be configured in the Navigation menu e Display Preview this option opens the curren
122. e of a table of contents The user can create a table of contents for the entire tree or limit the table of contents by specifying that it should be created from the selected node onwards In this case you must click on the node that you want the creation of the table of contents to start at before creating the table of contents In order to create a table of contents proceed as follows 1 Open the Navigation menu in the tree and click on Create Table of Contents 2 Select the settings that you want to create the table of contents with in the window that appears see below for further details 80 E knowledgeTools 3 Click on the OK button to start creating the table of contents Please note that the creation may take longer depending on the size of the tree and the selected settings Table of contents for demo Mozilla Firefox m X Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe i knowledgeTools Table of contents for demo B i 5 knowledgeTools Table of contents Selected tree demo 30 switch to current version Options Node label line numbers a oO show node ID Show node color as icon Include document part none i gray background File format HTML O Show input fields Y Include modules only one time each Restrict output to specific nodes Restrict to colored nodes all colors Restrict to weighted nodes all weights LI Restrict to path 2 C Eingrenz
123. e of the process will be highlighted in red so that you and other users will be able to quickly recognize the newly activated process 140 knowledgeTools 11 8 7 Copying Processes Processes may be copied within the same dossier This may for example be useful if you have already entered a large quantity of data into a process and only want to change some of the entries without losing the entries that you have made Click on the Dossiers tab Click on Open Dossier to access a list of your dossiers Open the dossier by clicking on the plus sign in front of the name of the dossier a 2 Select the process that you want to activate by clicking on the selection box in front of the name of the process Click on the Copy button at the bottom Ul Enter the name that you want to give to the copy of the process in the window that appears Alternatively you can also use the name that is provided by the system In addition by using the Version selection list you can determine whether you want the last updated editable version of a process or an older not editable version of the process to be copied If you decide to copy an older version then it will be copied and you will be able to edit the copy unlike with the Original 11 8 8 Deleting Processes Click on the Processes tab and then on Delete Process in order to access a list of all your dossiers Open a dossier by clicking on the plu
124. e of the dataroom with the left mouse button Open the Settings menu and select the menu option Configure Indexing You can now access an empty page by clicking on the Add New Category button Enter the name of the first new category in the input field that now appears aS By using the drop down list on the right of the input field select the type of category that you want to add The following categories are available Keyword only text can be entered in this field category Date only dates can be entered in this field category Click on Add New Category to add another category or Click on Save to save your entries 9 2 7 Indexing Files Once the indexing has been configured you can assign keywords to the individual files 1 Select the file that you want to index by clicking on the name of the file with the right mouse button 2 Click on the Properties option in the shortcut menu with the left mouse button On the next page the selected properties of the file and the input fields for the keywords will be displayed 101 E3 knowledgeTools 4 The Date fields can be recognized by the drop down lists Enter a date by using the drop down list to select the required date The Keyword fields are basic input fields into which you can enter normal text 5 Once you have entered the keywords click on the Save button to save your entries e knowledgeTools Mozilla Firefox BAX
125. ecdcevenecdearenucdcenenececesees 181 TOAS FOA N aoee EEAO EOE EAE 181 16 3 Tree Related Access Rights ssssssnsssssssnssnsnssrsnessnnsssnnesnsnesnsnesnsnennesenne 181 LOk CAG ACCO G spines ccdee ten cecendenecennanntanancnatapandsntaanenatenaneteneceendececeeeees 181 TO GI CCC SS ac actten amen cc cn dened neem eeeat eevee set eareeen ee eee eee ree 182 16 3 3 Process Analysis ACCESS ccccsccwncciaasiesigvessadesndsaneoneasndcesieratersvasanennnarans 182 16 4 Special Access Rights When Using Add On ModuleS sesessssasesensssrrerersssns 183 16 4 1 Special Access Rights When Using the Dataroom Module sseeee 183 16 4 2 Special Access Rights When Using the Dossier Module ccceeeeeeeee 183 16 4 3 Special Access Rights When Using the Tutorial Module ssssssssesesessssssesn 184 16 5 Tapular SUMMA rocoso nina ae iiO 184 17 USING StAtTISTICS vrcwaswisseannnceadaceconcgsacnnarutunsapasessedseuenssnuias usuusessanseesaeennnunun 188 17 1 The Analysis of Created ProCeSSe cccceeeeeeeeeeeceeeeeeeeeeeeeeueauuuuuueuuauaaaas 188 17 2 The Graphical Process Analysis cccsccceseeeeceeeeeeeeeecccesennnaneeeeeeessseeeeaaaes 189 17 3 Graphical Process Analysis and Risk ANn lySIS ccccccceeeeeseeeeeeeeeeeeeeeeenaees 190 17 3 1 Displaying the Average Probability of Occurrence cece cece e eens 192 17 3 2 Displaying the Average Expected Value ssssssesssrsrsnrsrrnrsrrnrsnrnrsrenns 193 17 4 the
126. ection up to Heading 2 would then be able to be linked If you have selected more than one text section as a section that can be linked but have not linked them then you can quickly access these sections by using a special search function In order to do so click on the line labelled Display Sections That Are Not Linked in the sidebar The number of sections that are not linked in the document will now be displayed The first section that is found will be displayed directly below By clicking on the In Context link you can directly access the position of the section in the full document If more than one section that is not linked has been found then you can access the next section in the search results by clicking on the Next Result link You can also cancel the marking of a text section by clicking on the a anchor icon After you have defined the sections of the document that you want to attribute the link option you can then link these sections in the next step 122 E knowledgeTools In order to do so proceed as follows 1 In the tree navigate to the node that you want to link a text section to 2 If this has not yet occurred select the text section that you want to link by attributing the link option to the text section using the anchor as described above 3 Click on the chain icon The text section and the node are now linked In this way you can link several nodes with the same text section I
127. ed Read to only grant the selected user read access to the knowledgeTool click on the check box in the column labelled Edit to allow the user to edit and or work on the knowledgeTool click on the check box in the column labelled Edit to grant the user the ability to edit the tree structure of the knowledgeTool 10 Finish by clicking on the Save button to apply the changes 4 4 Data Exchange Importing Scripts from a File You also have the option to import scripts from a file see the section on The Script Editor later on in the User s Manual in the same way as a knowledgeTool In particular this becomes absolutely necessary when you want to import a knowledgeTool that is linked to a script Scripts are also saved as product files with the KIP filename extension 43 knowledgeTools NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task NOTE When importing a script that is linked to a knowledgeTool it is essential that first the script and then the knowledgeTool are imported Click on the Options tab Please then click on Import Product File Click on the Browse button in the window that opens and select the directory where the product file that you want to import is saved Select the corresponding file by clicking on it with the mouse and then please click on the Open button 4 Please then cl
128. ed directly by a question mark term then all words that consist of term and precisely one more character will be searched for e g terms Once the search has been completed the number of search results as well as the first search result and its location will be displayed The entered search terms you will be highlighted in green in the search results and the heading of the text section in which the search result is located will also be displayed If there is more than one search result then you can display the next search result by clicking on Next Result Click on Cancel to return to the overall view of the document 124 E knowledgeTools If you want to display the text within the context of the overall document then click on In Context The overall document will now be opened at the position where the search result is located knowledgeTools Mozilla Firefox alfa X lt Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options YX QG eXr M OCHO RAM 4 FTE IoR eB j2secondessumion Le wren sex Cacan demo Version 33 a Cl search for page number iil i nc 3 texts have been found Heading 1 Second assumption Title in context ee EM ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua At vero eos et accusam et Al
129. ed to in the following as Sections which can have text blocks assigned to them 10 3 1 Creating Sections 1 3 Click on the name of the script in order to create the first section of the script Click on the a icon in the toolbar of the Script Editor A window will open on the left next to the Script Editor where you can enter the name of the new section Enter the name in the window and click on Save The section has now been created and will be displayed in the Script Editor window You now have the option to create more sections on the same level or to create new sections below the newly created section Sections are always created below the currently selected element In order to create a section on the same level click on the name of the script and the script name will be coloured then repeat steps 2 to 4 In order to create a section below the newly created section click on the name of the section the section name will be coloured repeat steps 2 to 4 In this way you can create a hierarchical document structure Once you have determined the structure of the document by creating the headings you can enter the text of the script under the heading 10 3 2 Creating Text Blocks i 3 Select the section that you want to add a text block to by clicking on it with the mouse Click on the A icon in the toolbar of the Script Editor A window will open on the left next to the Script Editor Y
130. effect on the selected node and not on the respective child nodes of the node in question which will remain in the tree structure 1 Click on the node that you want to extract This node must be positioned between a parent node and at least one child node 2 Open the Edit menu in the menu bar 3 Click on Extract Node Alternatively you can click on the 2 icon in the toolbar This function is also available in the shortcut menu 4 The extracted node disappears and the subsequent child node s take its place The logical association remains the same as it was between the parent node and the extracted node 56 knowledgeTools 5 14 3 Cutting Nodes The Cut Node option removes the node in question from the tree structure and copies the node to the clipboard The cut node is shaded grey until it is inserted at another position in the tree 1 Click on the node that you want to cut 2 Open the Edit menu in the menu bar PE mu 3 Click on Cut Node Alternatively you can click on the icon in the toolbar 5 15 Reinserting Previously Removed Nodes As described above the user has the option to reinsert nodes that have been removed from the tree The procedure for inserting removed nodes depends on how the node has been removed from the tree structure 5 15 1 Inserting a Cut Node 1 Click on the node in the tree structure where you want the cut node to be inserted 2 Open t
131. eletion of the directory the message Completed Successfully will be displayed in the task window Please then click on the mM icon to remove the successfully completed task from the task window 9 2 6 Configuring Indexing You have the option to assign certain predefined keywords to every file on the server If this function is in use it will not only be possible to search for files by using their filename or content but also by using the keywords For example if one entered the keywords Smith and Jones for a search one would be able to find all the files that were assigned these keywords regardless of their content or filenames This indexing of individual files must be prepared by determining which categories of keywords should be available for the files in each dataroom The categories that are available are e g Author Name or Company Name The categories apply for the entire dataroom and therefore the keywords in the individual categories can be assigned to every file within the dataroom 100 knowledgeTools knowledgeTools Mozilla Firefox BAX Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D E Author Keyword v Add new category E Fertig Fig The indexing settings 1 In order to configure the indexing first select a dataroom in the File Manager by clicking on the nam
132. embers of the user group to be able to access under Access rights for knowledge areas Finish by clicking on Save to save your entries and create the new user group Searching for Existing User Groups Click on the Users tab to open the user administration start page Enter the name of the user group that you want to search for in the field labelled Search For User Group and click on Search Alternatively you can click on the button labelled Show All User Groups to display a complete list of all the existing user groups If one or more user groups are found that match the search term that you have entered then the names of the user groups will be displayed in the list of search results You can access more information about the selected user group by clicking on the name of the user group Deleting Existing User Groups Deleting user groups is generally the same as deleting users Search for the user group that you want to delete as described above and click on the name of the user group Click on the button labelled Delete User Group at the bottom of the screen and acknowledge the security prompt by clicking on OK 178 knowledgeTools 16 Access Rights System LOGOS has an authorization system with a tiered system of access rights Access rights can be assigned to users as well as user groups The access rights that are granted to a member of a user group are the same as the rights that are g
133. en auf Knoten mit Zusatzinformationen O Include nodes that satisfy only one search condition Ll show complete subtrees for each node found Highlight differences between knowledgeTrees Compare to none Version Server AllegroServe 1 2 24 ee Fig The settings for the creation of a table of contents The following configuration settings are available for the creation of a table of contents Node Label Using the drop down list choose whether e the individual lines of the table of contents are numbered consecutively e the technical path of each node is displayed in front of the respective node Show Node ID Apply a tick to the check box if you want the Node ID to be displayed in front of the name of the node Show Node Colour This option is only relevant if the nodes of the tree have been assigned colour markings If applicable use the drop down list to select one of the following options 81 knowledgeTools e the colour marking that has been assigned to the node should be displayed as a correspondingly coloured icon in front of the name of the node e the name of the node should be coloured in accordance with the marking e the text should be displayed with a correspondingly coloured background Include Document Part The user not only has the option to display the node title in the table of contents but also the additional information that has been assigned to the node In the default version no additi
134. eration of documents as described above but they can also be used for the collection of data e g for the purpose of statistical analysis In this case it is possible to assign input fields to each node the input fields are only visible to the user when analysing a process the data that is entered in the fields is saved in the respective process The data that is entered in the input fields is only used for document generation if the input fields are integrated in text modules as described above Each input field has an individual name label by which it can later be identified As the author you can determine e the type of entry that can be made in the fields e g only integers or dates e the conditions under which the input field becomes visible i e when the corresponding node is marked as either True or False or if one of the two markings has been set at all Please note that input fields can always only belong to one specific node and do not apply for the entire tree 73 7 2 1 knowledgeTools Creating Input Fields The following types of input fields are available Character String any characters letters numbers can be entered in the input field Integer only integers can be entered in the input field only numbers without decimal points can be entered Floating Point Number numbers with decimal points can be entered in the input field Shortlist users can select a value text or number f
135. es before the first node 5 11 Click on the node that you want to insert a new node before Open the Edit menu in the menu bar Click on Insert New Node Before Alternatively you can also use the a icon in the toolbar A new empty node will now be inserted before the node in question Open the Properties window Enter the properties of the new node node title alternative text and where applicable colour in the Properties window and then save them If necessary change the logical association of the new node to the node behind it and before it Copying a Node Click on the node that you want to copy Open the Edit menu in the menu bar Click on Copy Node Alternatively you can click on the icon in the toolbar This function is also available in the shortcut menu Click on the node to that you want to attach the copy of the node to as a child node Open the Edit menu in the menu bar Click on Insert Alternatively you can click on the E icon in the toolbar This function is also available in the shortcut menu The copy of the node will now be created Open the Properties window 54 5 12 5 13 knowledgeTools Using the Properties window click on the parent node and determine how you want it to be logically associated with the node that has just been created or use the pie menu Copying a Tree Section Click on the parent node
136. espectively the events that are represented by the nodes can no longer only be marked as True or False but may now alternatively be assigned a probability of occurrence between 0 and 100 which can be used in the calculation of the overall probability of occurrence Each individual node may also optionally have a value in EUR USD or GBP The expected value for the node is calculated in accordance with the probability of occurrence of the corresponding node In order to use the Risk Analysis Module you require the corresponding licence on your LOGOS server 12 1 Using Risk Analysis in knowledgeTools In order to use the risk analysis functions in a knowledgeTool the application type Risk Analysis must first be activated for the corresponding tree in the technical tree properties 1 Open the knowledgeTool Please note that in order to perform this operation you must possess the right to edit the knowledge 2 Open the Navigation menu and select the option Open Technical Tree Properties 3 Select the Risk Analysis option from the Application Type selection list 4 You now have the option to determine whether the expected values should also be calculated in the tree In order to do so select the check box labelled Expected Values Select the currency that you want the expected values to be calculated in from the selection list behind it 5 Click on Save and a new win
137. esseeeeeeceeeeeeeseeecesuneneeeneeeeseeeeeanans 84 8 1 2 Accessing Laws in a knowledgeTool sssssesnsnsnnnnsrnnnsrrnnsnenrnrenrrrrnrrrene 85 8 2 MICWING DEION soraan E EE E A a EEEE EERE 86 8 2 1 Viewing Decisions in the DatabaSe ccccccccceeeceeeeeeeeeeeee eens seeeeeeeaaaaaes 86 8 2 2 Accessing Decisions in a knowledgeTool ccc cecccceeeeeeeee seen eens eeeeeeaaaaees 87 8 3 Entering Decisions in the Legal Database cc cece cece cece eeeeeeee eee eeenees 87 8 3 1 POATA COUNTS ctacaaqones es aa E E E T tus satnbianeee cryin 88 8 3 2 Adding Decisions to an Existing COUrt cccccccccceeeeee seen eee e ee eeeeeeeeaaanaes 88 8 3 3 Adding Decisions to a New COUurt ccccsseeeeeeeeeeesscccesssnnnennneeeeessssoeeaas 89 8 3 4 Editing EXisung DECISIONS sansanesaanssepes tesaewinensenstatanencsmeaensniawiaieraenneciess 89 8 4 Entering Laws in the Legal Database s sssssssnsnrsrsnrsrerenrrrrnrerrnrenrerenrrnne 90 8 4 1 ENGCHihnG NOW LAWS ssaceveaisacecortassenntonsteceneattustuunangeacubderearsanndonumaaeyoauess 90 8 5 Managing Laws and Decisions Exporting Importing and Deleting 93 8 5 1 EXPONO LAW aprann eO E E E E E E EA 93 knowledgeTools 9 5 2 DeC UN I CAWS coroin E ANA 94 8 5 3 ExpOrNO DECISIONS concwnsveveataicest aneeredeansauedaeaiaeceseneniceswaesidcamneniasaea 95 8 5 4 Deleting DECISIONS srerireireeian area aA 95 8 5 5 Importing Laws and DeciSsionS s ss
138. esssssrsrsnrerenrrrrnnrrenrrrrnnrenrnrenenns 143 11 9 3 Preparing the Knowledge Tree for Document Generation s sssssssrssrru 144 11 94 Integrating INDUE FICIGS viccsaccaciaistenaiacnenseeraeaseenmmannecetesscetestrateeetnrases 144 11 9 5 Integrating Master Data Fields ccc cece scene eee eeeeeeesseeceesnaneneeseeenegs 145 P1296 USING Ne Sidebar sesecnnnenetesteciapmantaehessatestipanaestrmameeteusetxetenintiateeets 146 11 10 DOCUMENT GENClAUNOMinniostinontautinsiwetnaeensesienaneatoumusrnaeieeianentaenderesen 146 11 10 1 Editing Generated DOCUMENTS ccccsseeeeeeeeeeeeeeseeeeessnnnennneeeeesnegs 147 11 10 2 Saving and Accessing Generated Documents in Dossiers 0008 150 E knowledgeTools Lills Working With FIOS correire eaa aae 151 11 11 1 Adding New Files to DOSSIELS cccccc cece cece eee ee eeeeeeeeeeeeeeeeeeeeeennags 151 11 11 2 Searching for Existing FileS cccccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaags 151 Illi Achivating FUG rasieren ne E a 151 11 11 4 DETO FIOS arinaa AE E 152 11 12 DOSSICl INOUCS orere rE A A AENA 152 1112 Creating NOW NOOS wauscree atacand agen ed cednaddaneon EE TNES 152 11 12 2 Opening and Editing Existing Notes ccccccccecceeeeeeeeeeeeeeeeeeeeeenas 153 DAES AVANO NOTOS spcene te nien acs etevacececen asec tance E EARO scan betececes 153 11 12 4 DeO NOLS orrena A EAE A AON 153 12 Risk Analysis Using knowledge ooOlS s ssss2
139. export content such as knowledge trees scripts laws and decisions By using the Tutorials tab you can access video based tutorials and the authoring system for creating such tutorials this tab is only visible if the Tutorial Module is installed on your server By using the Datarooms tab you can access the dataroom administration Only visible if the Dataroom Module is installed on your server By using the Users tab you can access the user database You can also create edit or delete users or user groups in this tab 17 knowledgeTools The Start tab has an additional special function This tab is only visible when using the Dossier Module and is the first thing that is displayed after every login The three most recent dossiers processes and files are displayed on the right side of the Start page These may include dossiers processes and files which have been created by other users and activated for your use as well as those that you have created yourself By clicking on the more link and selecting the corresponding option you can also switch to a general view of all the dossiers processes and files You can change your personal password in the Settings section In order to do so click on Change Password Please note when entering your new password that it should be made up of at least six characters and should not be easy for others to guess You can search for dossiers
140. fields from the lower section of the screen and click on Save and then create your own custom fields as described above You can then save these and add more predefined fields 129 knowledgeTools In order to delete a master data field that is already in use click on the check box in front of the name of the field that you want to delete in the Currently Used Master Data Fields section and then click on the Save button at the bottom of the screen NOTE If you delete a master data field that is already in use then all the corresponding data on your server will be deleted 11 2 Specifications for Creating Processes and Documents By using the Dossier Module you have the option to generate documents on the basis of templates and to then save these documents in a specific dossier There are certain specifications that should be taken into consideration with regard to the creation of processes and the technical requirements for the creation of documents e In order to generate documents the template ktoo s dot must be installed e The process templates can be used for the generation of processes e The appearance of generated documents can be controlled with the help of the layout templates that are part of process templates 11 2 1 Technical Requirements In order to generate documents when using the Dossier Module or to access generated documents at a later stage certain technical requirements mus
141. files from a period after the selected date then click on the radio button On This Date or Later If you want to search for files from a specific period then select an end date for the period by using the drop down lists at the bottom of the window Click on Search to start the search Please note that the search may take longer depending on the quantity of data that must be searched S knowledge Tools Mozilla Firefox BAX Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options File Settings knowledgeTools Datarooms Files Va Size Upload Upload by Creation Ev Demo Found data 1 logik pdf 239 KB 21 11 2007 Doe John YP Directory A Y gt Directory B v amp Tutorials Files of your local system Upload of a single file Bulk upload Fig The display of the search results The search results will be displayed on the right hand side of the screen If you move the mouse pointer over the search results then the directory of the file will also be displayed in the Properties window In order to open a file in the search results 106 E knowledgeTools nV click on the name of the file with the right mouse button and then select the Open option with the left mouse button Your search criteria will be displayed in the quick search window and will remain in the search mask so that you can modify the search terms wi
142. formation on the editing of trees is available further on in the User s Manual 3 2 Making knowledgeTools Accessible to Other Users Publishing NOTE knowledgeTools are saved on the server in two versions in a so called structure editor version and in a published version When knowledgeTools are created for the first time or edited these changes are at first only visible in the structure editor version In order to make the knowledgeTool accessible to other users the structure editor version must be published Please note that you can only publish knowledgeTools if you have the Tree Admin access right Open your web browser we recommend that you use Internet Explorer 2 Enter the address of your LOGOS server and press the Enter key the address is http your_server_name knowledgetools dms Login with your login information 4 Click on the Edit button next to the name of the knowledgeTool that you want to publish The knowledgeTools client will now open in structure editor mode Open the Navigation menu and click on Version of the Knowledge Tree 6 You can now publish the updated version of the knowledgeTool by clicking on Publish Updated Version marked in blue 7 Alternatively you also have the option to publish a specific edited version In the main area of the window you will see all the versions edited versions of the knowledgeTool A link labelled Publish This Versi
143. from the individual text modules during the colour marking in normal mode The document includes all the nodes that have been marked either red or green and possess the respective text module Texts that are attached to nodes that have not been marked or marked as Not Checked are not 70 knowledgeTools included in the document The sequence in which the text modules are included in the document is fixed Therefore it is important to visualize the way in which the text modules are arranged There are three basic rules 1 The text modules of the parent nodes are inserted before the text modules of the respective child nodes 2 The text modules of the child nodes are inserted from top to bottom in the document 3 The text modules of a tree section are only inserted into the document after the text modules of the previous tree section have been inserted However you have the option to change the order of the text modules Further information on this topic is available later on in the Document Generation chapter 7 1 2 Preparing the Knowledge Tree for Document Generation Before it is possible to generate documents from a knowledgeTool it is first necessary to create the required text modules in the Structure Editor 1 Open the tree that you want to edit in editor mode Please note that you must possess write access to the tree 2 Make sure that the tree is assigned the application type Document Generator in
144. ge into this et icon and a chain icon will appear next to the anchor icon The entire section as well as all the subsequent sections of the document up until the next structure level of the document will now be selected as sections that have the option to be linked Therefore according to the example in the following illustration the entire section between Heading 1 1 and Heading 1 2 has the option to be linked 121 E knowledgeTools E Demoscript X Cl search for page number Unlinked sections w AL Pl et Or a 4 P Demoscript El Part I Heading 1 15 fh Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua At vero eos et accusam et justo duo dolores et ea rebum 20 fh Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet 24 gt fh At vero eos et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet Part II Part III Fig A document with assigned section markings Sections that have been marked in this way can also be further subdivided by using the anchor In the example above clicking once on the anchor above Ut would suffice to mark the two sections Lorem ipsum and Ut as two separate sections that have the option to be linked The second s
145. geTools 2 13 Working With Processes Processes are the central element of your work with LOGOS Knowledge trees are abstract and map all the conceivable steps of a process However a process is the concrete record of which of these steps you as the user have edited and in which way In this way it is possible to save your work for editing at a later stage or for archiving In the legal field the user can thus separately edit and save the cases of different clients NOTE Please note that the methods that are described in this chapter only apply if the Dossier Module is not installed on your server If the Dossier Module is installed on your server then the methods that are described in the chapter on The Dossier Module apply when working with processes A saveable process is created when you e assign a colour marking in a tree or e attach a note to the node of a tree NOTE Generally each user always has access to the processes that they have saved However if the Dossier Module is being used then processes can also be activated for other users In general each process is automatically saved as soon as you assign a colour to a node or attach a note to a node However we do recommend that you save and manage your processes so that they are easier to find when you require them again 2 13 1 Creating New Processes It is possible to save each and every edited version of a knowledge tree colour ma
146. ght mouse button and select the Link option from the shortcut menu that appears The file is now linked A file can also be linked to more than one node In order to do so simply select another node and repeat the steps described above 110 knowledgeTools 9 4 5 Deleting Links Between Files and Nodes You can always delete the links between files in the sidebar and nodes at a later stage In order to do so click on the corresponding file with the right mouse button and select the Unlink option from the shortcut menu Please note that the deletion of the link only refers to the link between the files and the respective selected node of the tree If the file is linked to other nodes of the tree and you want to delete all the links then you have to delete the link for each node individually You can also display the nodes that the file is linked to In order to do so click on the file with the right mouse button and select the option List of Linked Nodes from the Shortcut menu The list will now be displayed in a new window You can quickly access the individual nodes in the list by clicking on the title of the node in the selection window In order to delete all the links to all the nodes access the nodes in the list one after another and delete the link to the file as described 9 4 6 Searching in Files You can search for filenames and full text in the files that are displayed in the sidebar As the files tha
147. grate not only input fields but also master data fields into your text modules These as well as the input fields function as placeholders in the text module for the contents that are later dynamically added In this way you can for example insert the name of a contact from a file into a text module In this case the name that is entered under Contact in the file will be entered in the placeholder when the document is created The method for integrating master data fields is the same as the method for integrating input fields 145 E knowledgeTools 11 9 6 Using the Sidebar In normal mode the document fields that exist for a node are displayed in a sidebar on the right hand side of the screen as soon as the fields are activated by assigning the corresponding colour markings see figure The sidebar opens automatically as soon as the corresponding colour marking has been set Of course it is also possible to open the sidebar yourself by clicking on the tab on the left hand side of the sidebar The users can now enter their data in the corresponding fields and confirm the entries by clicking on the Save button Depending on how the nodes of the tree are associated with one another it is also possible that a parent node can automatically be marked as True or False as a result of the marking of a child node If this node also has input fields of its own then these input fields are also displayed in the sidebar wi
148. h the right mouse button 2 Select the Rename option from the shortcut menu with the left mouse button 3 Enter the new filename and click on the OK button In order to delete a file click on the file that you want to delete with the right mouse button and select the Delete option from the shortcut menu by clicking on it with the 99 knowledgeTools left mouse button You will now be asked whether you want to delete the file Confirm the deletion of the file by clicking on Delete or cancel deletion by clicking on Cancel You have the option to delete all the files in a dataroom at once In order to do so select the corresponding dataroom with the mouse open the Settings menu and then select the Delete All Files option 9 2 5 Deleting Directories In order to delete a directory with all of the files and possible subdirectories that it contains proceed as follows 1 Select the directory that you want to delete by clicking on it with the mouse 2 Open the File menu and select the option Delete recursive 3 Confirm your selection by clicking on the Delete button in the dialog box that appears and the task window will open In this window the deletion of the directory will be displayed as a new task that is to be executed Please click on the gt icon to start the delete process If you want to cancel the delete process then please click on the M icon 4 After the successful d
149. he Ctrl key on your keyboard pressed and scroll the mouse scroll wheel upwards the tree is reduced in size If you scroll the mouse scroll wheel downwards when the Ctrl key is pressed the tree is enlarged 2 6 Additional Viewing Options You also have the option to customize the appearance of the user interface according to your requirements 2 6 1 Changing the User Interface Language LOGOS is available both in English and in German Users have the option to switch between the English and German language versions of the user interface during operation by clicking on EN or DE at the top right hand corner of the screen You will 21 knowledgeTools then be prompted to confirm your selection in a pop up window Click on the Accept button to do so The knowledgeTools client will be reloaded and the selected user interface language will be used Please note that by changing the user interface language you are only doing so at your own personal workstation Please also note that changing the user interface language only affects the actual user interface of LOGOS and not the language of the displayed knowledgeTools NOTE Please note that when the language of the user interface is changed the client is reloaded and any data that has not been saved at the time will be lost 2 6 2 Displaying the Current Editor of a knowledgeTool The user has the option to display the users that are online and
150. he Edit menu in the menu bar 3 Click on Insert Alternatively you can click on the icon in the toolbar 5 15 2 Inserting a Detached or Extracted Node 1 Click on the node in the tree structure where you want the detached or extracted node to be inserted Open the Navigation menu Click on Recycle Bin and the Recycle Bin window will open Alternatively you can click on the icon in the toolbar 4 Click on the Search button in the Recycle Bin window You will now see a list of all the nodes that exist in the database and are not connected to the tree structure 5 Select the node that you want to insert in the tree structure from the list by clicking on it with the mouse You may select more than one node 6 Click on the Insert button 5 16 Importing Nodes from Other KnowledgeTools The user also has the option to import nodes or entire tree sections from an existing knowledgeTool to the knowledgeTool that they are currently editing The condition for this is that e both tools source and target are in the same LOGOS server system 57 knowledgeTools the user has read and write access rights structure editor rights to both the tools Proceed as follows if you want to import one or more nodes from another knowledgeTool 1 2 OoOo aS 10 5 17 Open the knowledgeTool that you want to import from in structure editor mode Navigate to the node that you want to
151. he dataroom must be imported before the knowledgeTool whereby datarooms must again be imported before scripts Click on the Options tab Please then click on Import Product File Click on the Browse button in the window that opens and select the directory where the product file that you want to import is saved Select the corresponding file by clicking on it with the mouse and then please click on the Open button 4 Please then click on the Upload button The task window will open after the successful upload of the product file In this window the import of the product file will be displayed as a new task that is to be executed Please click on the gt icon to start the import process If you want to delete the import task then please click on the T icon 41 4 2 knowledgeTools After the successful import the message Completed Successfully will be displayed in the task window Click on the icon to remove the successfully completed task from the task window Determine the users that may access the knowledgeTool that has just been imported in the user database Data Exchange Importing knowledgeTools from Lexogram Lexogram is an older Windows program for creating knowledgeTools The user has the option to import knowledgeTools that have been created with Lexogram to the LOGOS server Lexogram files can be recognized by the KTD filename extension NOTE You must pos
152. heading but no text will be displayed Texts may contain links to laws which will then be highlighted in blue If you click on a link to a law then it will be displayed in full text in a new window 10 6 2 Creating Links Between Nodes and Text Sections In order to display and link documents the documents must first be imported to the LOGOS server The linking of texts and nodes in a tree occurs in three steps select which of the imported documents the tree should access define the sections in the individual documents that you want to link to nodes finish by linking the sections to the nodes of the tree NOTE You can also determine that a tree can access more than one document Open the tree in structure editor mode 2 Open the Navigation menu and click on the option labelled Open Technical Tree Properties Scroll down to Scripts and file shares 4 Click on the lower selection list labelled Select scripts All of the available documents will now be displayed in the list Select one or more documents by clicking on them once with the left mouse button 6 Click on the Save button The Technical Tree Properties window will close and a dialog box will appear Click on the Reload button in the dialog box The sidebar will now appear on the right hand side of the screen with the datarooms that you have selected If you have selected several documents then the names of the document
153. hen you restore the backup any existing data on the server will be overwritten In order to restore a backup proceed as follows 1 Start the LOGOS server console by opening the Windows Start menu and then selecting LOGOS Server Console in the LOGOS program group The status bar of the server console will display whether the LOGOS server is running If it is running the message Server is running will be displayed If the server is running then please stop the server In order to do so open the File menu and select the Start Stop Server option Open the Backup menu in the server console and select the Restore from Backup option In the window that now opens please select the directory in which a previously created backup has been saved and then click on the OK button to confirm your selection You will now be asked whether you want to restore the backup Confirm this action by clicking on the Start button The restoring of the backup will then start immediately You will receive a corresponding message once the process has been completed Click on the Close button to close the message Please note that restoring the backup will have a noticeable effect on the performance of the server 203 knowledgeTools 18 2 The LOGOS Web Console Contrary to the LOGOS server console the LOGOS web console can be accessed in a browser via the Internet Therefore it is not ne
154. hortlist input field in which the user has the option to create a shortlist with specified values In this case the subsequent user can select a value from a list of predefined values instead of entering a value 74 E3 knowledgeTools Available fields m Name Input field 1 Type Character string Condition Checked a t m Mame inputfield 2 Type Shortlist Condition Checked Aa Accept Fig The Input Fields dialog box for the creation of a Shortlist In order to create this type of shortlist proceed as follows 1 2 3 A Enter a field name in the input field labelled Label Select the option Shortlist under Type Select when the field should be visible under Conditions A blue wrench icon will now appear on the right hand side Click on the icon and a new window will open The values of the shortlist can be entered in this new window Enter the first value in the input field on the left next to the OK button Click on OK and the value will be displayed in the field below Enter the next value in the upper field and click on OK again In order to change the order of the values in the list click on a value once with the left mouse button and it will be selected By using the arrow keys on the keyboard you can now move the value up or down in the list In order to delete a value from the list select the required value as described above by
155. ht hand side of the screen in which all the calculation fields that are contained in the tree will be displayed please refer to the next illustration The line that is highlighted in blue always displays the ID and title of the node that contains the calculation fields that are listed below it In order to display the corresponding node in the tree click on the blue arrow on the left of the node title The name of the field e g A1 is displayed next to the input field If the calculation field is used to output a calculation result then the formula will be displayed in grey below the field The background colour of the field is also grey It is not possible to manually enter any values in such a field the field is only used to output calculation results If a description has been entered for the field then it will be displayed below the field in a black font 166 E knowledgeTools Calculation Node xi E First field description E TS Second field description Node 4 m Fig The sidebar with calculation fields in normal mode If multiple calculation fields have been created at a node then these are displayed separated by a horizontal black line Nodes in a knowledge tree that contain one or more calculation fields are indicated by the presence of the I icon The user can click on the icon in the node in order to quickly access these input fields The node title that belongs to the input fields will be h
156. ick on Search 6 When the search results appear click on the name of the corresponding user 44 7 10 4 6 knowledgeTools You will now see all the access rights of the selected user Click on the white arrow next to Access Rights Scripts In the Access Rights Scripts section you will now see a list of all the available scripts on the system including the name of the newly imported knowledgeTool You will see check boxes labelled Read and Edit next to the names of the Scripts Click on the check box in the column labelled Read if the selected user is only to be granted read access to the script click on the check box in the column labelled Edit if you want the user to also be able to edit the script Finish by clicking on the Save button to apply the changes Data Exchange Exporting a Script to a File Scripts can be exported to a product file in the same way as knowledgeTools and passed on in this form NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task Click on the Options tab Please then click on Manage Scripts All the scripts that exist on the server will now be displayed in a list You have the option to export one or more scripts Select the script that you want to export by clicking on the check box in front of the name of the corresponding script If you want to expor
157. ick on the Upload button The task window will open after the successful upload of the file In this window the import of the product file will be displayed as a new task that is to be executed Please click on the P icon to start the import process If you want to delete the import task then please click on the icon 6 After the successful import the message Completed Successfully will be displayed in the task window Click on the f icon to remove the successfully completed task from the task window 7 Determine the users that may access the script that has just been imported in the user database see below 4 5 Activating an Imported or Newly Created Script NOTE When a script is first imported it is not visible to any user Therefore the users that are to be granted access to this new knowledgeTool must first be activated for the script in the user administration It is only possible to activate a script for users if you possess the User Admin access right Open your web browser we recommend that you use Internet Explorer 2 Enter the address of your LOGOS server and press the Enter key the address is http your_server_name knowledgetools dms Login with your login information 4 Click on the Users tab Enter the first name surname or e mail address of the user that you want to grant access to the newly imported knowledgeTool in the field labelled Search for and cl
158. ideo will be restored If the author of the tutorial has set markers then these will be displayed below the video You have the option to move directly to a position in the tutorial that has been specified by the author by clicking on the title of the marker During the playback of the video the majority of the functions in the client are disabled i e you cannot open menus assign colour markings to nodes etc If you pause the video by clicking on the u button then the functions will be reactivated Please note that any entries e g colour markings that are made when the video is paused will be deleted as soon as the playback of the video resumes You can end the tutorial at any time by clicking on the x button at the top right hand corner of the video player window If you end the tutorial then the functions of the client are reactivated 175 knowledgeTools 15 User Administration You can create edit and delete users and user groups as well as edit the administrative and content related rights of existing users and user groups in the user administration NOTE In order to create users or edit existing users you must possess the User Admin user administration right If this is the case then the Users tab will be displayed at the top of your screen Click on this tab to open the user administration 15 1 Creating New Users Click on the New User button at the bottom of the screen 2
159. ighlighted in orange in the sidebar Enter the corresponding numerical values for your working situation in the input fields in the sidebar The calculations will be performed as soon as you click on the Save button in the top right hand corner of the sidebar At the same time the entered numerical values and the calculation results will be saved as a process NOTE If you are using the Dossier Module and working without a process template then when you click on the Save button you will be asked to state the name that you want to save the process under and the dossier that you want to save it in please refer to chapter 11 8 2 13 4 Exporting Entered Values and Calculation Results The numerical values that are entered in the fields as well as the calculation results are Saved as a process and can then always be accessed again In addition numerical values and calculation results can be exported as an MS Excel file In order to do so open the Process menu and select the Export Process Data option In the dialog box that opens select whether you want to open the XLS file or save it to your local hard drive 167 E knowledgeTools NOTE The result of colour markings that have been assigned within a process and the entered and calculated numerical values are displayed in two separate worksheets in the MS Excel file 168 E knowledgeTools 14 The Tutorial Module If the Tutorial Module
160. ill be displayed in a yellow box The following information will be displayed e how often the node has been marked as True or False by users e how often the node has been automatically marked as True or False by the system on the basis of the logical colour marking system e how often the node has been marked as True or False altogether in the line labelled Total Markings e how many processes have been analysed altogether e the difference between the total number of processes of the node and markings on the node If you click on the bar then the Process Analysis window will open you can search for specific processes in this window In this case the search is only performed in the respective node By using the search options you can search for processes in which the node has been automatically or manually set as True or False The search results display the name of the corresponding process the user name of the user that created the process as well as the date that it was created on If you click on the name of a process in the search results the process will open 17 3 Graphical Process Analysis and Risk Analysis knowledgeTools that have been assigned the application type Risk Analysis have a special form of the graphical process analysis at their disposal This analysis can be accessed by clicking on the Reporting tab in the normal way and then clicking on
161. inal New Node Above a Child Node ry Click on the node that you want to attach a new node above A Open the Edit menu in the menu bar 3 Click on Create New Node Above This function is also available in the shortcut menu 4 A new empty node will now be created above the selected node Ul Open the Properties window 6 Enter the properties of the new node node title alternative text and where applicable colour in the Properties window and then save them 5 9 Creating an Original New Node Behind a Node With the help of this function you have the option to create a new node between two nodes behind the first node 1 Click on the node behind which you want to insert a new node 2 Open the Edit menu in the menu bar 53 5 10 knowledgeTools Click on Insert New Node Behind Alternatively you can also use the icon in the toolbar This function is also available in the shortcut menu A new empty node will now be inserted behind the node in question Open the Properties window Enter the properties of the new node node title alternative text and where applicable colour in the Properties window and then save them If necessary change the logical association of the new node to the node s behind it and before it Creating an Original New Node Before a Node With the help of this function you have the option to create a new node between two nod
162. ing Court Start by clicking on the A amp D tab at the top of the screen Please then click on the selection list labelled Please Select Court and select a court form the list Click on the New Decision button at the bottom of the screen Enter the file number of the decision in the corresponding input field of the window that appears Enter the date of the decision in the input field labelled Date of Decision Click on the Save button and an input mask will open for the contents of the decision All the possible contents of the decision are listed in blue bars Keywords Norms Headnotes Facts of the Case Reasons for the Decision Sources Lower Higher Instance The Edit button is displayed next to the description of each category Click on the button in order to enter the content of the corresponding category An editing window will open and the functions will vary depending on the type of content that you want to enter e Keywords Start by clicking on the button labelled Add New Keyword in the window Enter the keyword in the input field that appears In order to add another keyword click on the button labelled Add New Keyword again and enter the new keyword in the next input field You can also remove individual keywords by clicking on the Remove button under the corresponding keyword Finish by clicking on the Save button to save your entries 88 8 3 3 1 2 3 4 8
163. ing MS Word Documents as Scripts NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task 1 Click on the Options tab 2 Please then click on Import MS Word Document 3 Enter a name for the document that you want to import in the upper input field of the window that opens The document will be displayed with this name after being imported as a script 4 Next click on the Browse button and select the directory where the MS Word document that you want import is saved Select the document by clicking on it with the mouse and then click on the Open button 5 Please then click on the Upload button 6 The task window will open after the successful upload of the file In this window the import of the document will be displayed as a new task that is to be executed Please click on the P icon to start the import process If you want to delete the import task then please click on the M icon 7 After the successful import the message Completed Successfully will be displayed in the task window Please then click on the icon to remove the successfully completed task from the task window Documents that are imported as scripts are initially not visible to any users The access of the users to the new script must first be activated This process is described further on in the User s Manual in the chapter titled Manage Access to Scripts 113
164. ingilla sed lobortis pharetra sapien Quisque nunc libero lobortis at varius vel eleifend at nisi Vivamus ornare molestie nulla Aliquam tempus consectetuer purus Phasellus sed magna Suspendisse potenti Etiam in est quis nulla scelerisque molestie Ut risus Integer semper dui sit amet varius feugiat eros massa vehicula elit sed volutpat felis dolor et velit Donec nonummy euismod lectus Nunc laoreet nibh vulputate nulla Sed vehicula ante Fig The dynamically created document in the sidebar A blue arrow is displayed above every text module If you touch this arrow with the mouse then the node that the text module belongs to is displayed The display occurs in the following form Node ID Node Title If you click on the arrow then the corresponding node is accessed on the left in the knowledge tree NOTE Changes that are made to text modules are saved in the updated process and can therefore be accessed at any time However the changes do not have an effect on the original text modules of the knowledge tree Moving Text Blocks Text blocks can be moved up or down by one position within the document In order to do so select the text block that you want to move by clicking on it with the r wA mouse the text block will then be marked in grey and then click on the A o icons to move the text block up or down 148 knowledgeTools Editing Text Modules Select the text module that you want
165. inoise a a a E A r 174 15 User Administration ss su2su5 225u20u20u206 176 ISl Creating New USE Siaveccuanesctin seauecsnnorcnbaensvoniwedecontaanayenimadotentaacewacinednient 176 15 2 Searching for Existing USerS ssssssssssssssssssssnesnsnsnnesrnnsssnnssrsnssennesenne 177 15 Deleting EXIStINg USGFS rrrrrirairisni errn nEri EAEE Eei 177 15 4 Creating New User GrOUDS cscernttcrtsetonestcenstoenasnnensbanreenetantonatinernenesonnneete 177 15 5 Searching for Existing User Groups sssssssssssssssssnssssnnesnnnssnsnesnsnesnesenne 178 15 6 Deleting Existing User Groups ssssssssssssssssssssnessnnsssnnesnnnesnsnesnsnennenenne 178 LG Access Rights Syste iisvccinisseciveswscdcestinrnvssisscnsewinerscnessnernesuseedsewnseencseews 179 lols GODI ACCESS Ri Gis irnia erei 179 erd le BUDEIVISO eaa E E E E a 179 knowledgeTools LOLA ls tlc 6 ogee eet et nr te arn ne ee ee ee 179 TO uss WICWER secoseuacac A vereccececeseantnsee cesenataceces 180 16 2 Administrative Access Rights ccccccc cece cece eeeeeeeeeee eee e eee e ee eeeeeeeaaaaanes 180 16 2 1 User Management ACMiN cccccceccctscceeesenneeeeeeeessceeeessnnnannneeneesnegs 180 EGe 222 Tord PCO orcad cece oo eee eee stent iee ede ee eee ete ce eetee cise 180 Too GCS PGW es cerca tes cerca aedeatens pee A ncaa ncneecoe ere EA AT 180 16 2 4 Laws and Decisions ACMIN ccccccccctceccceetdecess
166. isor If the Tutorial Module is installed then users and or user groups that possess this access right can view tutorials if they also possess read access to the trees that are linked to the tutorial Manager If the Tutorial Module is installed then users and or user groups that possess this access right can view tutorials if they also possess read access to the trees that are linked to the tutorial Viewer If the Tutorial Module is installed then users and or user groups that possess this access right can view tutorials if they also possess read access to the trees that are linked to the tutorial 16 5 Tabular Summary The following tables describe the access rights that the users must possess in order to access specific functions Certain functions are only available if the corresponding licence is installed on your server The required licences are listed separately Trees Minimum Requirement Create New Trees Publish Trees Tree Admin Tree Right Write Import Trees Tree Admin Delete Trees Tree Admin Tree Right Write Tree Right Read Edit Structure Supervisor Tree Right Write Edit Additional Information Manager Tree Right Write Change Technical Tree Properties Supervisor Tree Right Write Tree Admin Tree Right Write Export Trees as KIP Files Tree Admin Export Trees as KTD Files Tree Admin Execute Field Upgrades Tree Admin Tree Right Write 184 E knowledgeTools
167. isplayed as a figure under the corresponding lines A vertical grey bar displays the average expected value that has been calculated from the expected values of the individual processes 17 4 The Raw Data Analysis The raw data analysis is another variation of the process analysis This analysis displays not only the tree nodes that have been marked as True or False within the individual processes but also the data that has been entered into the input fields of the trees NOTE Only the data of processes that have been created in the currently published version of the tree is displayed The data of processes that have been created in older versions of the tree is not displayed The analysis is displayed in a table e the Process column displays the name of the process into which the data was entered e the User column displays the name of the user that created the process e the Node Title column displays the title of the node where a colour marking has been assigned or an input field has been completed e the Node ID column displays the unique ID of the node where a colour marking has been assigned or an input field has been completed e the Path column displays the unique path of the node where a colour marking has been assigned or an input field has been completed e the Marking column displays whether the node has been marked within the process as True or False this ana
168. isting Scripts in Trees cc cccccccsccceeseesceceeeneeeeceeeesaeeneeccenes 118 10 6 Links Between Nodes and Text SectionS sssssssssrssrrsrrnrenrrnrenrenrrsresrenn 118 knowledgeTools 10 6 1 8 0 1a 4 al fo 4 8 nee ee ee ee ee ee eee 119 10 6 2 Creating Links Between Nodes and Text Sections ccceeeeeeeeeeeeeeeeees 120 10 6 3 Deleting Links Between Nodes and Text SECtIONS ccccceeeeeseeeeeeeeeees 123 10 64 Seared IN TOXTS ssrisirissriniei onni A 124 10 6 5 Exporting Scripts as PDF and RTF FileS ssssssssssnnnnnnsnnnnsrrnrsrenns 125 TOG G Poeno o PES onari AA EEEE EN 126 10 7 Managing Access to SCHDUS csiricssraiticiadsitirseeni tendren use ERNER A R EE ADENN nnna 126 11 The Dossier Module s sssss222 s 5 128 11 1 Configuring Dossier Administration ssssssssssrssrsnsnrsrrnrsrrnnsrenrerrnrenrnns 128 11 2 Specifications for Creating Processes and Documents ssssssssssrsrenrsrenn 130 11 2 1 Technical Requirements ssssssssssssssssnssennsssnnessnnssnnnenennsnesnssennesenn 130 11 3 Creating Layout TemplateS ssssssssssssssssssssrsssssnnesrnnesnnsnesnsnennenennesrnne 131 11 4 Creating Process Template sssssssssssnssssnssnsnssnssrnnesennessnnesnsnesnnnesenne 133 11 5 Editing Existing Process TemplateS sssssnssssssssssnnsssnnssnsnrsnsnrsnsseenesenne 134 11 6 Deleting Existing Proce
169. it Configuring the Technical Tree Properties Knowledge trees have certain technical properties that are configured by the user These technical properties influence the appearance of the tree in the knowledgeTool client the type of additional information that is displayed in the client and the presence of certain functions e g the discussion forum After creating a new tree you should first configure the technical tree properties Open the Navigation menu and click on the Open Technical Tree Properties option The Technical Tree Properties window will open NOTE It is always possible to change the technical properties of the tree with the exception of the technical tree name at a later stage 35 knowledgeTools The following options are available when configuring the technical tree properties Technical tree properties Please set the technical properties of the tree here You can always change these settings at a later stage knowledge tree demo Title demo Short description Description Edit 0 characters Application type No document Optional features x Send comments as e mails to x knowledgeTools logic _ Expected values currency m X Discussion forum Send articles as e mails to E X Zoom Out fl Weight LI Suppress window Delete process nodes L Suppress display of computed data Input fields _
170. it amet t vero eos et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet Fig The dynamically created document in the sidebar A blue arrow is displayed above every text module If you touch this arrow with the mouse pointer then the node that the text module belongs to is displayed The display occurs in the following form Node ID Node Title If you click on the arrow then the corresponding node is accessed on the left in the knowledge tree Moving Text Modules Text modules can be moved up or down by one position within the document In order to do so select the text module that you want to move by clicking on it with the mouse the text module will then be marked in grey and then click on rm the or icons to move the text block up or down Editing Text Modules Select the text module that you want to edit by clicking on it once with the mouse and then click on the Ei icon An editing window will open Edit the text as required and then click on the Save to apply your changes Please note that these changes will only have an effect on the text module in the document draft in the sidebar The original text of the text module in the knowledge tree will remain unchanged Text modules that have been edited in this way will be marked accordingly The note adapted will be displayed on the right of the icon on the first line of
171. it existing decisions e delete existing decisions 16 2 5 Forum Admin Users that possess this access right can delete existing forum contributions in the discussion forums of all trees 16 3 Tree Related Access Rights These access rights apply for the entire tree but not for the entire server i e the access rights to trees must be determined individually for each user and or user group The access rights to trees are classified in three levels 16 3 1 Read Access The tree in question can only be opened for reading It is possible to create processes in the tree in so far as the corresponding global access rights are available see above In addition users with this authorization level are unable to change the tree structure and 181 knowledgeTools the additional texts or to create links between the contents of files and the script sidebar 16 3 2 Edit Access The tree in question can be opened for reading i e in normal mode and can also be opened for editing i e in editor mode The editing rights can also be additionally tiered by combining the global access rights Supervisor and Manager with the Edit access right for the individual tree Users that possess the Supervisor global access right as well as the right to edit a tree are able to perform the following actions in the tree e edit the tree structure e edit the technical tree properties e create edit and delete
172. law in the Legal Database Click on the plus sign to open the hierarchy Elements that have a text will be highlighted in orange when you move over them with the mouse pointer Click on these elements to display the corresponding text on the right hand side of the screen If the Legal Database contains earlier versions of the law that were valid in the past then there will be a button labelled Other Versions displayed under the text of the law By clicking on this button the versions that were previously applicable as well as the corresponding period when the earlier versions were valid will be displayed The user can search the Legal Database for specific individual regulations within the currently displayed law The Direct Selection input field is displayed at the top right hand corner of the screen Enter the regulation that you want to search for in the input field and confirm the entry by clicking on the OK button The search result will then be displayed in the same window 8 1 2 Accessing Laws in a knowledgeTool Click on the corresponding entry in order to view a law that is listed in the Library window The currently open tree will now be minimized and the law will be displayed Click on the minimized display of the tree to return to the knowledge tree 85 E knowledgeTools 8 2 Viewing Decisions The user has the option to access the decisions that are contained in the Legal Database either direc
173. left hand side of the window with the mouse 3 Click on the Delete Directory button 33 knowledgeTools 4 A new window will open and you will be prompted to confirm the deletion Confirm deletion by clicking on the OK button with the mouse 2 13 10 Moving a Process Open the Process menu and select the Manage Processes option 2 Select the process that you want to move from the list that appears by clicking on it with the mouse The name of the selected process is now displayed in the input field labelled Process Click on the Move button 4 A new window will appear and you will be prompted to select the folder that you want to move the new process to 5 Select the new folder and confirm the move by clicking on the OK button in the next window 2 13 11 Notes The user also has the option to attach individual notes to each and every node of a tree and to save them in a process 1 In order to create a new note select the Show Note Window option from the View menu or click on the icon in the toolbar Enter the text of the note in the new window that opens and click on the Save button to save the note If at this point in time you have not yet worked in a process then a new process will automatically be created when you save the note If there is a note attached to a node then this will be indicated by the presence of this yellow icon at the bottom right hand corner of the
174. lete the file Click on Cancel if you do not want to delete the file 11 12 Dossier Notes Besides processes and files you also have the option to create and save text based notes n dossiers The same conditions apply for these notes as for processes and files i e notes are initially private and are only visible to the user that created the note However notes can also be activated for all users 11 12 1 Creating New Notes Notes are always part of a dossier Therefore before creating a note it is first necessary to select the dossier that you want the note to be assigned to 1 2 3 4 5 Click on the Dossiers tab Click on Open Dossiers Click on the dossier that you want to add the note to Click on the New Note button at the bottom of the screen In the Note window that opens enter a name for the note followed by the text of the note below it Finish by clicking on Save 152 knowledgeTools Create note Name Meeting Text This i a note Save Cancel Fig The Note window 11 12 2 Opening and Editing Existing Notes Notes in dossiers are indicated by presence of the El icon Click on the name of a note to open it You can change the name and content of a note at any time by editing the text that is displayed in the two input fields Click on the Save button to apply your changes 11 12 3 Activating Notes While dossiers are generally ac
175. lities of occurrence at child nodes if a value has already been set at the parent node In order to reset an entry that has been made please click on the icon The node will then be reset to a probability of occurrence between 0 and 100 Alternatively you also have the option to click on the node with the right mouse button and select the Not Checked option from the shortcut menu In order to close the input window for probabilities of occurrence simply click on the B icon again 157 E knowledgeTools 12 3 Using Expected Values The user not only has the option to enter and calculate the probability of occurrence at the node but also values and expected values i e an event that is illustrated in a particular node can represent a specific monetary value and the probability of occurrence of the event can then be used as a basis to calculate the probability with which a particular value can actually be realized In order to use this function the Expected Values option must be activated in the technical tree properties and you must also select the currency in which you would like to enter and have the expected values calculated in You have the option to choose between the euro the US dollar and the pound sterling In order to enter a value at a node open the input window for entering the probability of occurrence by clicking on the icon Next click on the icon at the bottom left hand corner of the wi
176. load by Creation in logik pdf 239 KB 21 11 2007 Doe John W Directory B Search for files v amp Tutorials Search key Search in Filenames Filecontents Keywords Directory Day m Month Year a exactly on this day created O before this day uploaded on this day or later O as keyword until month Files of your local system Upload of a single file Bulk upload Fig The Search For Files search mask If you want to search for a term not a date then enter the term in the field labelled Search Term In the default version this term is used for searching filenames file contents and keywords You have the option to narrow the search by deselecting the individual options in the corresponding check boxes 105 E knowledgeTools If you want to use the date search then first select the required date by using the drop down lists for the Day Month and Year In the default version the search is performed for all files that were created on the specific date By using the Upload and or Keyword radio buttons you also have the option to search for files that were uploaded to the server on a specific date or that have been assigned the date as a keyword If instead of searching for files on a specific date you want to search for files from a period before the selected date then click on the radio button Before This Date If you want to search for
177. lour markings These markings are saved in a Process They can be used to create documents and to analyse statistics Further information on processes is available below In order to mark a node as True or False you must first click on it with the left mouse button The user now has several options Click on the v icon in the toolbar to mark the node as True or click on the icon to mark the node as False Click on this 2 icon in order to remove the marking that has been assigned to a node Alternatively you can click once on the node with the right mouse button The Shortcut menu will open and you will be able to select one of the following option True False or Not Checked by clicking on it once As a further alternative you can also open the Process menu in the main menu and select the corresponding option from the menu The final alternative is to assign the marking by using the keyboard Press the G key for True resp green the R key for False resp red or the U key for Not Checked 2 10 Locked Nodes In order to avoid logical conflicts nodes may be locked in certain cases and it will not be possible to assign the logical colour marking to the nodes These nodes are then coloured blue and the logical colour marking options are disabled when the user clicks on such a node 26 knowledgeTools This form of locking occurs in
178. lysis does not differentiate between nodes that have been set manually or automatically If probabilities of occurrence have been entered in the processes then the corresponding values are displayed in per cent e The Value Currency column displays the value that has been entered at the node and where applicable the selected currency for processes that have been created in risk analysis trees e The Emin column displays the minimum expected value for processes that have been created in risk analysis trees e The Emax column displays the maximum expected value for processes that have been created in risk analysis trees 194 knowledgeTools the Field Name column displays the name of the input field if it exists at the node if there are several input fields at a node then these will each be displayed in a new line the Value column displays the content that has been entered into the previous field The analysis can also be downloaded as an XLS file e g for further processing in Excel In order to do so click on the Download Excel button 17 5 The User Statistics This analysis shows you which users have accessed trees and for what periods of time NOTE This analysis is only available on servers that have been pre configured accordingly The analysis is displayed in a table the User column contains the user name the Start Date column displays when the
179. m requirements for the use of the Text Editor e Installed Browser Microsoft Internet Explorer version 6 or later e Activated JavaScript e Editorial Write Authorization NOTE When using a browser other than Microsoft Internet Explorer the functions of the Text Editor are only available to a limited extent 6 1 Opening the Text Editor Open the tree that you want to edit in structure editor mode 2 Select the node to that you want to add the additional information to or that you want to edit the existing additional information of 3 In the additional information window every available text category e g Explanation or Text Module True will be represented by a tab Click on the required tab in order to select the text category that you want to edit 4 The icon will be displayed at the top right hand corner of each tab Click on the icon to edit the text of the corresponding category When a category is selected the Text Editor will open see next figure 62 E knowledgeTools knowledgeTools Mozilla Firefox BAX Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Editor O B M o ss u ey EE Hello world Path body Fig The Text Editor 6 2 Creating New Texts in the Online Editor Enter your text in the text input field under the toolbar 2 Save the text by clicking on the Save button The text editor view will now close and you will automatically
180. mines the thickness of the borders of the table if a value of O is entered then the borders of the table are not visible e Cell Spacing and Cell Padding determine the inner and outer cell margins of the table Once you have determined the properties of the table you can insert the table into your document by clicking on the OK button 6 9 Additional Text Editor Options 6 9 1 Deleting Existing Text With a Mouse Click In order to entirely delete existing text click on the Delete Entire Text button 6 9 2 Cancel Text Editing Without Saving the Text Click on the Cancel button to leave the editor without saving any changes that may have been made 67 E knowledgeTools 6 9 3 Using the Undo Function By using the undo function you can undo changes that have been made to your kj document In order to do so click on the icon 6 9 4 Using the Redo Function By using the redo function you can cancel changes that have been made to your a document using the undo function In order to do so click on the icon 6 9 5 Copying Contents to the Clipboard In order to copy text to the clipboard select the corresponding text with the mouse and click on the icon 6 9 6 Inserting Copied Contents from the Clipboard In order to copy text from the clipboard into your text click on the position where you want to paste the text in the text input window with your mouse Click on the Fal icon to paste the contents of the cli
181. n at the beginning of the line Select the line by clicking on it with the mouse and then click on the Ej icon to enter the actual text 3 The text editor will now open on the left Enter a text and click on Save to save your entries Please note that text modules that are added in this way are not linked to a node of the knowledge tree Deleting Text Modules Select the text module that you want to delete by clicking on it with the mouse and then click on the icon Please note that the text module is only deleted from the document draft in the sidebar The original text module remains in the knowledge tree If a text module has been deleted then an empty line is displayed instead of the text module with the icon at the front of the line The note removed will be displayed on the right hand side of the icon 149 knowledgeTools In order to recover the deleted text module first click once on the corresponding line and icon The Versions window will now open on the left hand side then click on the Select one of the displayed versions of the text module by clicking on the button labelled Use This Version The text module will now again be displayed on the right hand side Show Preview Click on the lal icon to show the preview of the document without separated text modules and icons in the text 11 10 2 Saving and Accessing Generated Documents in Dossiers Once a document has been generated yo
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183. n only users that possess this access right have access to all the functions of the dataroom All datarooms are displayed regardless of the access rights of the users to the individual knowledge trees linked to the datarooms Only Tree Admins can e export datarooms as product files e download directories e create new datarooms e delete existing datarooms Viewer The Datarooms tab is not visible to users that possess this access right If individual datarooms are linked to trees and the user has read access to these trees as a Viewer then the user also has read access to the datarooms that are linked to the corresponding tree in the tree view 16 4 2 Special Access Rights When Using the Dossier Module Supervisor If the Dossier Module is installed then users and or user groups that possess this access right can e create edit and delete dossiers e create edit and delete dossier contents processes files and notes e create edit and delete process and layout templates Manager If the Dossier Module is installed then users and or user groups that possess this access right can e create edit and delete dossiers e create edit and delete dossier contents processes files and notes 183 E knowledgeTools Viewer If the Dossier Module is installed then it is not possible access dossiers or create processes with this access right 16 4 3 Special Access Rights When Using the Tutorial Module Superv
184. n open behind the displayed node are closed In order to quickly access the first node of a tree the so called Start Node open the Navigation menu and click on the Go To General Start Node option Alternatively you may also click on the icon in the toolbar The tree sections that are already open will not be closed if you use this method 2 4 1 Moving the Tree If you want to view a section of the tree that is outside the window it is possible to reposition the tree according to your needs For this purpose there are sensitive buttons on the outer edges of the tree view These extend along the entire height and width of the window and are marked by white arrows Move the mouse pointer to the edge of the screen As soon as you reach the sensitive button it will be graphically highlighted Click on the button as many times as is necessary for the tree to move to the required position The tree always moves away from the edge where the mouse pointer is positioned e g if the mouse pointer is at the top of the screen the tree will move further down You can also use the drag and drop function to move the tree Click on the left mouse button in the blue background area of the tree window and continue to press the mouse button The tree can now be moved to the required position When the mouse button is released the tree is placed in that position 2 4 2 Moving the Tree Using the Mouse Scroll Wheel Scroll the wheel upw
185. n order to do so simply navigate to another node and click on the icon again 10 6 3 Deleting Links Between Nodes and Text Sections You can delete the link between a text section and a node at any time In order to do so you can either start at the node or at the text section Navigate to the node that you want to delete the link of 2 Click on the E icon at the bottom right hand corner of the node The linked text section will now be accessed in the sidebar 3 Click on the gt icon above the beginning of the linked section the link will now be deleted El Demoscript s Cl search for page number Unlinked sections w A H elt Oradh Demoscript E PartI Heading 1 1 fh Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua At vero eos et accusam et justo duo dolores et ea rebum 2 lt gt gh 2 Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet 24 gt aft At vero eos et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet Part II Part III Fig A document with assigned section markings and a linked section Alternatively you can also delete the link starting from the document 1 In the sidebar navigate to the text section that you want to delete the link of 2 Click on the icon above the beginni
186. ndow The window will then be enlarged and three additional fields will be displayed Value Emin and Emax 54 Be lusion Dlx Byes 4 000 000 00 ok Emin 540 000 00 F Emax S40 000 00 F Fig The input window with value and expected value s fields Enter a figure in the input field labelled Value and then click on the OK button on the right NOTE After you confirm your entry by clicking on the OK button the value that you have entered will be used for the calculations The expected value that has been calculated from the probability of occurrence of the node and the entered value will now be displayed in the fields Emin and Emax The expected value is the product of the probability of occurrence and the value 158 E knowledgeTools If you have previously entered an exact probability of occurrence e g 60 then the values for Emin and Emax are identical If you have entered a range of possible probabilities of occurrence e g 60 to 90 then e the minimum expected value Emin is calculated from the product of the value and the minimum probability of occurrence Pmin therefore 60 e the maximum expected value Emax is calculated from the product of the value and the maximum probability of occurrence Pmax therefore 90 The entered values and the calculated expected values as well as the probabilities of occurrence are saved in a process If you want
187. ne Editor sssssssssnnsnrnnsrrrrrsnrnrerenrrrrnrrrene 63 6 3 The Text Editing Options of the Text Editor ccccccceeeeseseeeeeeeeeeeeeeeeeneees 63 6 3 1 BOK TOK sae en ee ee ee ee E ee en ee ee et ee 63 ote an BAN COC seracccsacsueraneras cate E en aces eee aan E A AE AA 63 6 3 3 WAGEMINGC TOR sanceacaterseasaertancatenseetessnetetseenetenesenttetteeartenenentieerannenee 63 6 3 4 MEUN NUMO N er E E EEA 64 6 3 5 Inserting BUNG ES tccsarccniaanpacenatecaniaaesirinacsesesactxstaianis Aia 64 6 3 6 INSCHUING IMAG CS eorna ra EE EE E E EE E EiS 64 6 4 Inserting Links to WeDSitES sirrrirsrirrirornirsrirrirrirrnir nrn rrai 64 6 5 mMser ng Lnks tO FiCS ausirsninii nna a EE 64 6 6 Creating Links to Laws and DECISIONS ccc cece cece eeeeeeee eee eeeeeeeeeeenags 65 6 6 1 ciung CAW e E E E N 66 6 6 2 CIGING DOCIS ONS orrara E OE ERA 66 6 6 3 CAFU NUMWOClS er EE E A A A 66 knowledgeTools 6 6 4 CRAG DECI CCS ciisnircdnveies ct vearcanacedca sieaeaictine E 66 6 7 Inserung FOOWIOl CS risora nair 67 6 8 FS SFA Ira OS iorra Naa aA 67 6 9 Additional Text Editor Options ccc cccccccccceeeeeeeee seen eee e nese eeeeeeeeeeeeeeennnnegs 67 6 9 1 Deleting Existing Text With a Mouse CLICK cccccccceceee eee e eee eeeeeeeeaeaanes 67 6 9 2 Cancel Text Editing Without Saving the TeXxt cc ccccccceceeeeeeeeeeee eee e ees 67 6 9 3 Using the Undo FUNCTION stesccscticeatauaiunaiedidvesencidecbar car entin d
188. ng calculation operations are currently available addition subtraction multiplication and division These operations can be used in formula fields with the following notation e subformula subformula addition e subformula subformula subtraction e subformula subformula multiplication e subformula subformula division Example A1 10 multiplies the numerical value entered in the field A1 by 10 NOTES Operands and operators cannot be separated by a space Multiplication and division have a higher precedence than addition and subtraction The operators are left associative i e A op B op C op D is interpreted as A op B op C op D For example A B C D A B C D 165 knowledgeTools 13 2 4 Functions In addition to the above mentioned calculation operations you also have the option to use the following functions max asin min acos sqrt atan log asinh sin acosh cos atanh tan abs sinh floor expt celling cosh truncate tanh round Multiple arguments are always separated by a semicolon Example max argument1 argument2 13 3 Performing Calculations Whereas the calculation fields are created in structure editor mode the actual calculation occurs in normal mode within the process If you open a tree that has been configured for calculations as described above then a sidebar will appear on the rig
189. ng of the section to check which node the section is linked to 123 knowledgeTools 3 If the text section is only linked to a single node then this node will be accessed directly Click on the icon to delete the link between the current node and the text section 4 If the text section is linked to more than one node then all of the linked nodes will be displayed in a new window Click on the title of the node in this window to access the respective node Delete the links where applicable by clicking on the icon Please note that you must delete links to several nodes individually 10 6 4 Searching In Texts You can search in the full text of the different texts in the sidebar The search will only be performed in the respective displayed text and not in text in another tab Enter your search term in the input field and click on the Search button The user has several search options e if two search terms are entered after each other i e without an operand term1 term2 then the texts that contain both term1 AND term2 will be searched for e if only a single search term is entered term then this exact search term will be searched for e if only part of the search term is entered followed by an asterisk as a wild card term then all words that consist of term and any other number of characters will be searched for e g term inal or term inology e if the search term is entered follow
190. not available if the user has selected the application type Risk Analysis Mark Modules If this option is activated then nodes that appear several times in a tree modules are marked as such This is indicated by the presence of the IM icon at the bottom right hand corner of the node in question Scripts and File Shares If the Dataroom Module is installed on your LOGOS installation identifiable by the Dataroom tab at the top of the screen then you can display directories and files from the dataroom as well as specially prepared texts in a sidebar next to the tree and create links between the nodes of the tree and the individual files and or text sections of a document When this 38 knowledgeTools option is activated two selection lists Select Files and Select Texts appear In the first list you can select the datarooms that you want to display the sidebar and in the second list you can determine the documents that you want to display in the sidebar Both selection lists allow multiple selections NOTE Detailed information on the use of the dataroom and the corresponding sidebar is available further on in the User s Manual Click on the Save button to save your changes to the settings You will now be asked whether you would like to reload the client with the new settings Click on Reload the changes that you have made will come into effect immediately NOTE Detailed in
191. not be able to use it NOTE In order to allow users to actually use the template that you have created ensure that the knowledge tree referred to in the template is activated for all users 11 5 Editing Existing Process Templates Click on the Templates tab Click on Edit Existing Template All of the existing template folders will be displayed Click on the folder icon in front of the name of a template directory in order to open the directory Select the template that you want to edit by clicking on the selection button in front of the name of a template Click on the Edit button below You can now make the following changes to the process template e the name of the template e the knowledge tree that is referred to e the entry point and e the applied layout template Finish by clicking on the Save button to save your changes 134 knowledgeTools 11 6 Deleting Existing Process Templates Click on the Templates tab 2 Click on Edit Existing Template All of the existing template folders will be displayed 3 Click on the folder icon in front of the name of a template directory in order to open the directory Select the template that you want to delete by clicking on the selection button in front of the name of a template 4 You can now delete the template by clicking on the Delete button below 11 7 Working With Dossiers Dossiers contain processes files and documents that
192. nowledgeTools 4 3 Activating an Imported or Newly Created knowledgeTool NOTE When a knowledgeTool is first imported it is not visible to any user Therefore the users that are to be granted access to this new knowledgeTool must first be activated for the tool in the user administration It is only possible to activate a tool for users if you possess the User Admin access right Open your web browser we recommend that you use Internet Explorer 2 Enter the address of your LOGOS server and press the Enter key the address is http your_server_name knowledgetools dms 3 Login with your login information 4 Click on the Users tab Enter the first name surname or e mail address of the user that you want to grant access to the newly imported knowledgeTool in the field labelled Search for and click on Search When the search results appear click on the name of the corresponding user You will now see all the access rights of the selected user Click on the white arrow next to Access rights for knowledge areas 8 In the Access rights for knowledge areas section you will now see a list of all the available knowledgeTools on the system including the name of the newly imported knowledgeTool Check boxes will be displayed next to the name of each knowledgeTool with the following labels Read Edit and Process Analysis 9 Click on the check box in the column labell
193. nserting a company logo or a letterhead 4 Enter the text knowledgetools_ document at the position in the document where you want to insert the data from the tree text modules and input fields data Please note that lower case letters and square brackets are used This text will function as a placeholder for the data that you want to insert 5 Save the document as a Word document filename extension DOC with a name of your choice 131 knowledgeTools Datei Bearbeiten Ansicht Einf gen Formak Extras Tabele Fenster 7 xk Cees amp lay A o A E J 100 2 gt Standard F Boies A PET a RE CO CRO CREE a rl kt Anrede 2 kt Yorname kt Nachname z kt Strasse kt Hausnummer kt PLZ mw 2 know ledgetools_document 4 T Bitte ein Feld ausw hlen Feldeigenschaften Feldoptionen a Kategorien Feldname z Alle JktLOrt T Zuvor einzufiigender Text Feldnamen Format Danach einzufligender zi keine Text a i Grossbuchstaben Zugeordnetes Feld Kleinbuchstaben 7 Satzanfang gross m i Erster Buchstabe gross Vertikale Formatierung E E R Beschreibung m F gt ein Seriendruckfeld ein Ki i Formatierung bei Aktualisierung beibehalten 03a Feldfunktioner bbrechen Zeichnen 2s AutoFormen s w _Eslefunktionen Seite 1 ob 1 if Bei 44cm Fe 4 Sp il Deutsch De Ge Fig Creating fields In addition you can include data fr
194. ntact us if you require any information concerning the system requirements for server operation 10 E knowledgeTools 2 An Introduction to Working With knowledgeTools 2 1 The knowledgeTools Method The knowledgeTools method is used to analyse and illustrate rule based fields of knowledge The knowledge is subdivided into individual pieces of information and this individual information is in turn stored in so called nodes These nodes are then associated with one another in the form of a navigable knowledge tree The principle behind association is to associate the nodes in a way that the result e g of a specified sequence of operations is placed at the top of the tree as the parent node and the child nodes which are the preconditions for the achievement of the result are placed below it A knowledge tree of this kind may be freely arranged thus an individual precondition may also constitute an intermediate result whose achievement in turn requires the fulfilment of the preconditions that are placed below it Therefore this method makes the abstract illustration of rule based fields of knowledge possible at any required depth and for every conceivable possibility that exists in order to achieve the result When using such a knowledgeTool the user can use the mass of abstractly illustrated rules to select those rules that are applicable to their particular situation in order to achieve a concrete objective The navigation within a
195. ode of the tree in structure editor mode These calculation fields can then later be used to enter values or output calculation results in normal mode In order to perform calculations you require e at least one field to enter a numerical value and e at least one field that contains a formula that is referenced to the input field and can be used for calculations with the value that is later entered in the other field In order to create calculation fields you must configure knowledgeTools trees for the use of calculation fields It is only necessary to perform this action once In order to do so proceed as follows 1 Open the tree in structure editor mode 2 Open the Navigation menu and select the Technical Tree Properties option 3 Click on the check box labelled Calculation Fields 4 Click on the Save button 5 The Technical Tree Properties window will now close Click on the Reload button to reload the client and the sidebar for entering calculation fields will be displayed on the right hand side of the screen Calculation fields always belong to a single specific node i e they do not depend on the path Therefore for example it is also possible for a value that has been entered once in a field of a node that appears multiple times in a tree to also be available in all instances of the node i e all nodes with the same ID 163 E knowledgeTools Start by selecting the node that you want
196. of the knowledgeTool will be displayed as a new task that is to be executed 48 E knowledgeTools Please click on the P icon to start the export process If you want to delete the export task then please click on the M icon After the successful export the message Completed Successfully will be displayed in the task window Click on the IO icon to download the KTD file Please then click on the M icon to remove the successfully completed task from the task window 5 Editing Knowledge Trees Access to knowledge trees occurs through your portfolio If you possess the corresponding authorizations you can also open knowledge trees in your portfolio and edit them 5 1 Open your web browser we recommend that you use Internet Explorer Enter the address of your LOGOS server and press the Enter key the address is http your_server_name knowledgetools dms Login with your login information Click on the Edit button next to the name of the knowledgeTool that you want to edit and it will open in editor mode Editing Node Properties At first newly created knowledge trees consist only of a single empty node the start node This node as well as any other nodes that you create later on have certain properties that you can edit Atk a okt ee oe Altern athyvtext a 7 8 9 10 11 12 Fig The properties of a node 49 knowledgeTools The above illustration shows
197. of the tree section that you want to copy Open the Edit menu in the menu bar Click on Copy Branch Alternatively you can click on the 75 icon in the toolbar This function is also available in the shortcut menu Click on the node to that you want to attach the copy of the tree section to Open the Edit menu in the menu bar Click on Insert Alternatively you can click on the E icon in the toolbar This function is also available in the shortcut menu The copy of the tree section will now be created Open the Properties window Using the Properties window click on the parent node and determine how you want it to be logically associated with the tree section that has just been created or use the pie menu Creating the Instance of a Node or Tree Section Contrary to when creating a copy where a physical copy is created which can be edited independently from the original when the instance of a node or a tree section is created it is a reference to the original This means that any changes that are made to the instance also affect the original and vice versa Creating an Instance 1 Z 3 Click on the node that you want to create an instance of Open the Edit menu in the menu bar Click on Memorise Node Alternatively you can click on the Gi icon in the toolbar Click on the node that you want to attach the instance to or above Open the Edit men
198. om the master data fields This is useful for example when you want to include contact details from a dossier such as the recipient data in a letter In order to include data from the master data fields in the document follow steps 1 to 4 described above and then continue as follows 1 Click on the position in the document where you want to insert data from a master data field 2 Open the Insert menu and select the Field option Select the MergeField option from the Field names list see figure above 4 Enter kt master data field name in the input field labelled Field name Enter the name of the master data field that you want to take the data from under master data field name Click on OK 6 You can now enter additional placeholders of this type by repeating steps 1 to 5 132 knowledgeTools 7 Finish by saving the layout template as a Word document filename extension DOC with a name of your choice NOTE Alternatively you can also insert master data fields in the text modules The created layout template must now be added to a process template in a subsequent step 11 4 Creating Process Templates In order to generate processes and documents when using the Dossier Module process templates are required In order to create a process and documents that are based on it the user requires the following information e the tree in which you want to create the process
199. omatically becomes a link that opens the corresponding files In order to use the automatic linking function e the files must be located in a dataroom on the server e this dataroom must be entered in the properties of the script e the names of the files must follow a standardized nomenclature e g documenti pdf document2 pdf etc e the nomenclature must be entered in the properties of the script so that the files that you want to link are recognized by the system Therefore you must first create a dataroom on the server and upload the files that you want to link to the dataroom Alternatively you can also upload the files to an existing dataroom Open the Properties window of the script that you should contain the links to the files by clicking on the name of the script and then on the p icon Click on the Select link and all the existing datarooms that are available to you will now be displayed in a new window Select the dataroom that contains the files by clicking on it once with the mouse If you have uploaded the files to a subdirectory of the dataroom then please select the subdirectory in question Click on the Apply button and the selected dataroom as well as any directory that may have been selected will be displayed above the Select link You can always undo this selection by clicking on the link labelled Undo Link You must now enter the nomenclature for the files that you want
200. on will be displayed under each version Click on this link to publish the corresponding version 39 knowledgeTools 8 The users that have already been activated for access to the tool will automatically see the newly published version of the tool the next time they access the tool Those users that have not yet been activated for access to the tool will still have to be activated 40 knowledgeTools 4 Importing and Exporting Data The user has the option to export knowledgeTools as well as e Datarooms e Scripts e Laws and e Decisions to a file e g on another LOGOS server and then import them again 4 1 Data Exchange Importing a knowledgeTool from a File knowledgeTools may be transferred from one computer to another in the form of so called product files or KIP files If you already have such knowledgeTools then you can import these to your LOGOS server NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task NOTE When importing a knowledgeTool that is linked to a script it is essential that first the script and then the knowledgeTool are imported NOTE When importing a knowledgeTool that is linked to a dataroom it is essential that first the dataroom and then the knowledgeTool are imported NOTE If the knowledgeTool is linked to both a script as well as a dataroom then the script and t
201. onal Functions In knowledgeTools that have been assigned the application type Risk Analysis there are various dependencies between the options in the technical tree properties of the knowledgeTool and the entry and calculation of probabilities of occurrence Strict colors If the force colour marking option is activated then the user can only enter a probability of occurrence at the child node and not at the parent node Bivalent Logic The Two Valued Logic option cannot be activated in knowledgeTools that have been assigned the application type Risk Analysis Suppress Display of Computed Data If this option has been activated then the probabilities of occurrence in the tree are still calculated from right to left however the display of the calculated probability of occurrence at the parent node is suppressed Additional Functions When Using the Dossier Module If the Dossier Module is activated on your server then your processes are saved and displayed in a dossier In this case additional information is supplied when viewing the dossier if the processes have been created within the framework of a risk analysis Demo O Fig The display of a risk analysis process In this case the icon appears on the right next to the name of the process if there is a calculated probability at the start node of the corresponding knowledgeTool If there is 161 E knowledgeTools also a calculated ex
202. onal information is integrated however by using the drop down list the user can select the additional information that is to be integrated Grey Background Apply a tick to this check box if you want the additional information in the table of contents to be shaded grey for better distinction File Format The user can determine whether the table of contents should be created in HTML format as an RTF file that can be edited in e g MS Word or as a PDF document Include Modules Only One Time Each Nodes and tree sections can appear more than once in a tree modules If you want modules that exist more than once to only be displayed once in the table of contents then apply a tick to this check box Restrict To Colored Nodes The user can specify that only certain colour markings should be included in the table of contents Use the drop down list to select the node colours that should be included in the table of contents Restrict to Weighted Nodes The user can specify that only nodes with a certain weighting should be included in the table of contents Use the drop down list to select the weighting that should be included in the table of contents Restrict to Path The table of contents can be created from the first node of a tree start node or it can start from any other selected node 82 knowledgeTools If you select the second option then apply a tick to the check box labelled Limit to Path
203. or This ensures that each user has access to the exact functions that they require for their daily work In addition certain functions and whether or not they are displayed depend on the modules that have been installed on the server e g Dossier Module or Dataroom Module The different views of the information that is stored on the system as well as the different functions are accessible using the tabs at the top of the screen By using the Dossiers tab you can access your dossiers as well as the processes files and documents contained in them this tab is only visible if the Dossier Module is installed on your server By using the Knowledge tab you can access the knowledge trees that have been activated for you In addition you can also create new trees and or edit existing trees in this section if you possess the corresponding authorizations By using the Reporting tab you can access various analyses on the use of the knowledge trees and or the processes that have been created in them By using the Templates tab you can access the process and layout templates that are available on your system this tab is only visible if the Dossier Module is installed on your server By using the Options tab you can determine which master data fields should be made available for the dossiers on your system this tab is only visible if the Dossier Module is installed on your server as well as import and
204. ore backups should only be created when there are no or only very few users working on the server When you create backups using the web console as opposed to creating backups using the server console you do not have the option to determine a backup directory of your choice Instead the backup will be saved in the default backup directory in the installation directory 207 knowledgeTools In order to create a full backup proceed as follows 1 Click on the Backup tab at the top of your screen if the tab is not already active 2 Click on the Create Backup button and the backup will be created immediately The backup can only be restored using the LOGOS server console see above 208 knowledgeTools 19 Handling Technical Problems LOGOS is a robust that has undergone countless automatic and manual tests prior to being supplied Nevertheless the fact that we are dealing with an overall system of great complexity particularly in terms of the necessary interaction with software components from other software providers means that it is impossible to completely rule out any problems when working with LOGOS In general these problems only affect the display of data in the client and the loss of data that is saved on the server is unlikely NOTE You are strongly advised to implement regular backups of the system in order to avoid any loss of data 19 1 Resolving Problems In the e
205. orner of the respective tab 3 You can now enter the text of your choice However this step is optional and the input fields can also be used without any additional text 4 Click on the position in the text where you want to insert the input field with the mouse and click on the icon in the toolbar 5 The names labels of all the input fields that are available for the selected node will now be displayed in the selection list that appears In addition the master data fields of your dossiers will also be displayed you have the option to integrate these into the text as well also refer to chapter 11 9 5 below 6 Select one of the input fields by clicking on it with the mouse The input field will now be integrated into the text 7 Click on Save to save the text module Of course it is also possible to insert more than one input field into a text module In order to do so simply repeat steps 4 and 5 Nodes that have input fields for document generation in their text modules are indicated by the presence of a small blue icon at the bottom right hand corner of the node If you move the mouse pointer over this icon then the title of the input field will be displayed In addition the title will be coloured green or red to display which text module the field belongs to green True or red False 11 9 5 Integrating Master Data Fields If the Dossier Module is installed on your server see below then you can inte
206. orting DataroOmMs c ccc cccccceeeeee eee e eee e eens eeeeeeeeaneeneeenees 46 4 8 Data Exchange Importing Dat rOOMs cccccccceeeee eee e eset eee e ee eeeeeeeeeeeenennnes 47 4 9 Data Exchange Exporting a knowledgeTool to a File cece cecceeeee eee e eee eees 47 4 10 Data Exchange Exporting a knowledgeTool to a KTD Fil ccceeeeee 48 5 Editing Knowledge Trees sisiicevistccccisestinrdestvareusnvnewsuscrisseteersancdeunsseceNensnes 49 Jsl Editing Node Properties ncsssciancenemevaderaiaccespaneaacaesseuianes iiao 49 SA Editing Titles Alternative Texts Node Colours and Weighting s ssssssessssssn 51 e GING AS OCIO ar E E EE 51 knowledgeTools 5 4 AUTOMA SAVING vascvestoaievannsaicveptuesdaette ES 52 5 5 Editing the Position Of a Node ssssssssssssssnsssnnssnsnsnnsnsnnsnennsnrnnensnnesnnnne 52 5 6 Creating a New Node ssssssssssssnsssnnssnnnsnssnsnnnnsnennensnnssnnnsnennsnrensnennenrnne 53 5 7 Creating an Original New Node sssssssssssssnnnsnrnnsrrnnsnrnnrnrnnrnrnrrnnrnrnrnnrnrnnr 53 5 8 Creating an Original New Node Above a Child Node ccccccceeeteeeeeeeeeeeaes 53 5 9 Creating an Original New Node Behind a NOE ccccceeeeeeeeeeeeeeteeseeeeeeseaes 53 5 10 Creating an Original New Node Before a Node ccccccceeeeeeeeeeeeeeeeeeeeeeenseaes 54 Delis COPYING te NOQG arimearen RENERIEN ann ndnaatedstcauauananaiannieds 54 Jd CoOpyinga Iree Se CUION jacave
207. orum Contribution window Nodes that already have existing forum contributions are indicated by the presence of a minimized version of the EE icon at the bottom right hand corner of the node 28 knowledgeTools 2 12 2 Viewing the Forum Contributions of an Individual Node There are two available methods to retrieve the forum contributions of an individual node e Click on the minimized forum icon at the bottom right hand corner of the node e Open the View menu in the main menu and select Show Forum In the forum window you will see all the existing contributions to the forum on the left hand side of the window Click on the topic of a contribution to read it Contributions that have already been answered by other users are marked with a plus sign in front of the topic Click on the plus sign in order to open up the hierarchy of contributions 2 12 3 Replying to Forum Contributions Open the forum as described above Select a contribution by clicking on the topic of the contribution Click on Compose reply Enter your text in the input field above Click on Send E SE 2 12 4 Viewing the Forum Contributions for the Entire Tree If you do not want to open every single node of a tree to read the respective forum contributions then you may also view the list of all the forum contributions for the entire tree 1 Open the Navigation menu in the main menu and click on the All Forum
208. ossier Administration Data is stored in dossiers Each dossier has a name and optionally definable master data fields The users have the option to save additional information on the dossiers in the master data fields e g contact details Click on the Options tab in order to determine which master data fields are available for the dossiers on your server NOTE The configuration of the master data fields applies for the entire server i e for all of the dossiers on your server The fields that are currently available in the dossiers on your server are displayed in the line labelled Currently Used Master Data Fields After the installation of the system this line is initially empty You can now either 1 Select the applicable options from a list of predefined master data fields 2 Create your own custom master data fields or 3 Select a mix of created and predefined fields 128 knowledgeTools knowledgeTools Mozilla Firefox BAX Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates gt Options You can determine the master data fields that you want your dossiers to contain here Options Currently used master data fields Add new field Available standard fields Apply F Company Apply F Department Apply O Salutation Apply O Title Apply O First name Apply O Surname Apply O Street Apply F Street number
209. ot already open Click on the Logical Association drop down list and select the required association by clicking on it once with the mouse 4 Click on the Save button to save your changes 51 E knowledgeTools Alternatively you also have the option to select the logical association with the help of the so called pie menu 1 Move the mouse pointer over the association line between the nodes The existing logical association will then be brightly highlighted 2 Click on the association line once with the left mouse button and the pie menu will open 3 Move the mouse pointer to the required logical association The selection will be highlighted in orange 4 Confirm your selection by clicking on it with the left mouse button The association will be changed according to your selection with immediate effect Third assumption Fig The pie menu in the knowledgeTool 5 4 Automatic Saving The Automatic Save function relieves you from having to click on the Save button in the Node Properties window after changing the properties of the node In order to save the changes it suffices to simply click on any other node If the Automatic Save function has not yet been activated on your system then open the View menu and click on Automatic Save 5 5 Editing the Position of a Node The user has the option to change the vertical position of a node within a tree section one step at a time 1
210. ou can enter and edit text in this window The functions of this text editor are practically identical to the functions of the one for editing the additional texts The only functions that are not available are the functions for integrating images files input fields and master data fields Click on the Save button in order to save the text that you have entered Click on Delete Text in order to delete the existing text A number will appear on the left next to the newly created text block this is the unique ID of the text block The ID is useful for an improved overview e g when you want to move text blocks see below The ID is only visible in editor mode 115 knowledgeTools You can create as many text blocks as you want under a section If you select a text block or a text block is already selected the next new text block will be created under the currently selected text block 10 3 3 Renaming Scripts and Setting Links You have the option to rename existing scripts 1 In order to do so click on the underlined name of the script in the Script Editor Click on the Sh icon and the Edit Script window appears The current name of the script is displayed in the input field labelled Name Enter the new name of the script in this input field and click on the Save button Scripts can be automatically linked to files For example if you enter the name of a certain file in a script then this name aut
211. pboard 6 9 7 Cutting Contents In order to cut out text click on the db icon The cut text is copied to the clipboard and can then be pasted into the text by clicking on the Fel Icon 68 knowledgeTools 7 Document Generation By using the document generator you can dynamically generate documents from individual text modules depending on the previously assigned logical colour marking In order to do this the knowledge tree in question must be assigned the application type Document Generator in the technical tree properties and text modules should be assigned to the node of the tree NOTE If the Dossier Module is installed on your server then you have additional features available for the generation of documents The methods described below only apply if you are not using the Dossier Module The methods for the generation of documents when using the Dossier Module are described further on in the User s Manual NOTE The generation of documents occurs in Microsoft Word therefore you must have Microsoft Word installed on your PC The data exchange is controlled by ActiveX therefore document generation is only possible when using Internet Explorer 7 1 System Requirements In order to use the document generator the following system requirements must be met by the author and the user e Operating system MS Windows 2000 Microsoft XP or Microsoft Vista e Installed Internet Explorer version 6 or
212. pected value at the start node then the E icon will also be displayed If you move the mouse pointer over the icon then the corresponding exact value will be displayed in a tooltip see figure above Additional Analysis Options If the knowledgeTool has the application type Risk Analysis activated then additional analysis functions are available These are described later on in the chapter on Using Statistics 162 knowledgeTools 13 Using the Calculator Module with knowledgeTools The calculator module allows the user to perform calculations within a knowledge tree on the basis of predefined calculation formulas In addition the user also has the option to attach fields that can contain numerical values or formulas to the nodes of a tree The calculation occurs within a process irrespective of the logic of the knowledge tree or the logical marking True False or Not Checked of the node of a tree The entered numerical values and calculation results are saved within a process and can be exported to MS Excel The entered and calculated numerical values are treated as double precision floating point numbers In order to use the Calculator Module you require the corresponding licence on your LOGOS server 13 1 Configuring Calculations Creating Formula Fields In order to enter numerical values for calculations in a knowledgeTool you must first define calculation fields at the corresponding n
213. process analysis provides an accumulated graphical display of the working results of all the processes of a tree Process demo Proce S knowledgeTools Mozilla Firefox es ole Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Edit Scripts View Navigation Help BOYX 7B 8FAOORS i AGO A Frstassuneton a s analysis Version 40 Process analysis x Second assumption x3 X True 2m0 Xlby user Fatset1 0 lvy logic Not checked 2 5 First assumption a Second assumption Third assumption Cancel Fig Graphical process analysis In this analysis a stacked bar chart is displayed next to each node of a tree The bar chart shows how often the node has been marked as True green or False red in relation to all the processes that have been created in the tree Therefore a bar chart knowledgeTools with identical red and green bars would mean that the corresponding node has been marked as True in 50 of all the processes and marked as False in the other 50 of all the processes White sections in the bar chart represent processes where the nodes have not yet been marked or have been explicitly set as Not Checked The graphical process analysis is suitable for analysing processing trends If you move over the bar with the mouse pointer then detailed information on the individual nodes w
214. question by clicking on it with the mouse and then click on the al icon Entering Other Versions If you want to enter different versions of a law that were valid during different periods then please proceed as follows 1 Select the corresponding regulation by clicking on it with the mouse Click on the icon at the top in the right hand section of the screen Click on New Text Version in the editing window and complete the input fields Please make sure to complete the two input fields that define the period of validity of the law 4 Save your entries by clicking on Save 8 5 Managing Laws and Decisions Exporting Importing and Deleting The user has the option to import and export laws and decisions to and from the Legal Database in the form of product files and to thus exchange the respective contents with the users of other LOGOS servers In addition you can also delete the existing laws and decisions in your Legal Database 8 5 1 Exporting Laws NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task 93 KR W N HF knowledgeTools Click on the Options tab Please then click on Manage Laws and Decisions Click on the button labelled Show all acts An alphabetically sorted list of all the laws that exist on your server will now be displayed You now have the option to export one or more laws In order to do so
215. r inoa 68 6 9 4 Using the Redo FUN CE Ol awaiccattcontevsraossannadepsewasevarsenetepreaiaerrestatenrdvaaces 68 6 9 5 Copying Contents to the CliPDOArd ccccccseeeseeeeeeeeeeseeeeeteeueeeeeeeneeags 68 6 9 6 Inserting Copied Contents from the Clipboard ccccecceeeteeseeeeeeeeeeees 68 6 9 7 CUTTING CONCEN CS a tian cuaten E EOE 68 DOCUMENT Generation s s s 225u2u22u20 20 20u20uuuunnnnnnnnnnnnnnnn 69 7 1 Sy Stem I COUIFCIIGIUS T T T T T TETT 69 Filed Using the Document Generator ccccceeeeseeeeeseeneeeeeeeeeeesseeeegnennaannees 70 7 1 2 Preparing the Knowledge Tree for Document Generation ssssssssrsrrsrss 7i 7 1 3 Integrating Input FieldS sssssnsssssssssssnssssnsnssnsssnnssrnnssnnnesnsnesnsnenrene 7i 7 1 4 Using Me SIG CD al cua davawsuanenadsamanarensdsadouraiinceencsanaoera tent anee ETETE E 72 li Uong INP UCF ea E E E EE 73 7 2 1 Creaung INDUC ICIS sirinin E EEE E A 74 VEENA Editing Existing Input FieldS ssssssssssssssssnnsssnnssnnnsnnsnesnsnrnnesrnnesrnnne 75 7 3 DOCUM C ENTAO sin seta acesc at cae nee earne a a a a a E one 76 Tos Editing Generated DOCUMENTS cccccceeeeeeeeeseeeeessnnnnnnneeeeeesseeeaeaaaes 77 7d Creating a Table of Contents sssssssssssenssrnnesnnnensnnsnrsnsnronesrenesnsnesnsnnes 80 The LEGal D ataDaSE rrna EA ARANA 84 8 1 NTU LAN aea a E R E E E RASARE 84 8 1 1 Viewing Laws in the DatabaSe ccccc
216. r these markings have been manually set by users or set by the system on the basis of the tree logic NOTE Only processes that have been created in the currently published version of the tree are displayed Processes that have been created in older versions of the tree are not displayed The analysis is displayed in a table e the Node Title column lists the title of the node where a colour marking has been assigned in a process e the Path column displays the path of the node in order to clearly identify it e the True manual column shows how often the green colour marking i e True has been manually assigned by users at the node 188 E knowledgeTools the False manual column shows how often the red colour marking i e False has been manually assigned by users at the node the True logic column shows how often the green colour marking i e True has been automatically assigned by the system on the basis of the logical colour marking system the False logic column shows how often the red colour marking i e False has been automatically assigned by the system on the basis of the logical colour marking system The analysis can also be downloaded as an XLS file e g for further processing in Excel In order to do so click on the Download Excel button 17 2 The Graphical Process Analysis This variation of the
217. ranted to the entire user group Access rights are granted in the user administration section as described earlier on The access rights structure and the available authorization levels are described in the following chapter NOTE A tabular summary of the access rights structure of the LOGOS server is available further on in chapter 16 5 16 1 Global Access Rights The global access rights primarily determine the functions that are generally available to a user or user group However in order to use certain functions it is also necessary to define the access rights for individual knowledge trees see chapter 16 3 16 1 1 Supervisor This authorization level consists of the most extensive global access rights Users and or user groups that possess this authorization level are generally able to e open trees for reading if they also possess read access to the trees see chapter 16 3 1 e create processes in trees e edit the structure of trees if they also possess the right to edit the trees see chapter 16 3 2 e edit the additional information of trees if they also possess the right to edit the trees see chapter 16 3 2 e access statistics on trees if they also possess the corresponding tree related access rights 16 1 2 Manager This authorization level is suitable for users and or user groups that want to use knowledge trees in a process oriented way This authorization level allows users and or user groups to
218. rectory Server AllegroServe 1 2 24 Fig The dialog window for uploading and linking files Uploading and Linking Files 1 Select the word that you would like to define as a link to a file with the mouse 2 Click on the a Icon 3 Click on Browse 4 Select the file that you want to upload and confirm this selection by clicking on Open 5 Click on Upload The file will now be uploaded to the server and will then be displayed on the right hand side of the window Select the file by clicking on it with the left mouse button Click on Link Selected File The dialog box will close and the selected word will be displayed as a link 8 Finish by clicking on Save to save the text 6 6 Creating Links to Laws and Decisions There is a Legal Database integrated in the LOGOS server If the texts of additional information contain references to laws or decisions then these are automatically recognized and linked to the corresponding entries in the Legal Database The user can access the respective law or decision in full text by clicking on such a link In order for laws and decisions to be automatically recognized and correctly linked by the system it is necessary to observe certain standards when citing them 65 knowledgeTools 6 6 1 Citing Laws e The first component can be either one or two section marks 8 the text Section or the s the abbreviation for section e The next component i
219. return to the tree view NOTE When entering a detailed text you must also enter a title for the text 6 3 The Text Editing Options of the Text Editor There are a variety of available options for formatting the entered text 6 3 1 Bold Text Select the text that you want to make bold with the mouse and then click on the HB icon 6 3 2 Italic Text Select the text that you want to make italic with the mouse and then click on the icon 6 3 3 Underlined Text Select the text that you want to underline with the mouse and then click on the U icon 63 knowledgeTools 6 3 4 Inserting Numbering _ Click on the icon to insert a numbered list Click on the same icon again to go back to entering normal text 6 3 5 Inserting Bullets Click on the icon to insert a bulleted list Click on the same icon again to go back to entering normal text 6 3 6 Inserting Images 1 Click on the position in the text input field where you want to insert an image Click on the icon Click on the Browse button in the dialog box that opens a Browse through your local PC for the image file that you want to insert select the file by clicking on it once with the left mouse button and then click on Open 5 Confirm your selection by clicking on the OK button The image will now be inserted into your document and uploaded to the LOGOS server 6 4 Inserting Links to Websites You also have the op
220. rking or attachment of a note as a process of its own and to later retrieve it and edit it again When you save a process the following information is saved and may be recovered when required e all the assigned colour markings True False or Not Checked e all the attached notes e all the data that you have entered in the input fields of the node within the scope of the colour marking If you wish to terminate your work with the current process then select the option New in the Process menu or click on the b icon in the toolbar All of the relevant 31 knowledgeTools process contents will be removed logical colour markings notes contents of the input fields but they will be automatically saved with the corresponding process 2 13 2 Saving Processes Manually If you would like to save a process for the first time then select the Save option from the Process menu or click on the icon in the toolbar Enter the name that you want to save the process as in the line labelled Process and confirm this action by clicking on Save NOTE Please note that a process can only be saved after you have created a note or marked the node using the logical colour marking system 2 13 3 Opening Existing Processes 1 If you want to open a saved process then select the Open option from the Process menu or click on the icon in the toolbar All the processes that you h
221. rom a list of predefined values Multi Line Text contrary to the Character String field where any character can be entered in the input field in a single line in this case any character can be entered in a single or multi line input field Boolean Value instead of an alphanumeric input field a check box is created with the Yes or No value Date only a date can be entered in the input field Time only a time can be entered in the input field In order to create an input field proceed as follows L Select the node that you want to attach one or more input fields to by clicking on it once in editor mode Open the Edit menu and click on Edit Input Fields Alternatively you can also click on the icon in the toolbar The Input Fields window will now open Enter a name for the input field that you want to create in the input field labelled Label This name will later be displayed for users next to the input field Using the Type shortlist select the type of data that you want to allow when data is entered see above Select the conditions under which the input field should be visible from the Conditions selection list The following options are available True False or Marked therefore either True or False Click on Save Changes to create the field or click New Field to create another input field One special feature is the S
222. ront of the name of the directory 5 Click on the selection button in front of the name of the template that you want to base the process on The name of the selected template will now be displayed in the upper input field You can use this name as the name of the process or enter a name of your own into the input field 6 Click on the OK button and the tree that is referred to in the process template will open 7 You can now set the colours in the tree enter data into input fields and or generate documents in accordance with your own concrete working situation Your working results will automatically be saved in the dossier where you have created the process 11 8 2 Creating New Processes Without Process Templates Although it is recommended to use process templates to create processes when using the Dossier Module the users also have the opportunity to create processes without templates Save process Please enter the name for the new process and select a dossier Save Cancel Fig The Save Process window Click on the Knowledge tab 2 Open the knowledgeTool where you want to create the process Create a process e g by assigning a colour marking to a node The Save Process window will then automatically open 4 Please now enter the name that you want the process to be saved as in the input field labelled Name of the process 5 You can save the process in an existing dossier or create a new
223. rt by following steps 1 to 3 described above and then click on the Configure Task link under the impending export task in the task window that appears Click on the Export Files box next This is enabled in the default version and must be disabled Please then click on the Save button and continue with steps 4 to 6 described above 4 10 Data Exchange Exporting a knowledgeTool to a KTD File Lexogram is an older Windows program for creating knowledgeTools The user has the option to import knowledgeTools that have been created with Lexogram into their LOGOS server Lexogram files are recognized by the filename extension KTD The user has the option to export knowledge trees from their server as a KTD file and to then open them with Lexogram However due to the limitations of Lexogram only the tree structure is exported and not all of the additional data e g additional information linked files etc NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task NOTE Please note that this function is only available on servers that have an MS Windows operating system Click on the Knowledge tab 2 Click on the name of the knowledgeTool that you want to import with the right mouse button Select the option Create KTD File from the context menu that opens 4 The task window will now open In this window the export
224. s 197 knowledgeTools Administration Recipient E Mail Backup In this field you have the option to enter the e mail address of a user that will be sent a message if the automatic backup fails see further on Dataroom Disk Quota Per User In this field you can determine how much data in megabytes you want an individual user to be able to upload to the datarooms of your Server Once you have finished editing the settings in the configuration window click on the Save button to save your changes You must then restart the server and the server console for the changes to take effect In order to do so please proceed as follows 1 Open the File menu in the LOGOS server console and select the Start Stop Server option The LOGOS server will now stop Exit the LOGOS server console Open the LOGOS server console again 4 Open the File menu in the LOGOS server console and select the Start Stop Server option The LOGOS server will now start 18 1 3 Adding Administrators The server console allows you to add users with the following administrative access rights e User Management Admin e Tree Admin e Laws and Decisions Admin In order to do so proceed as follows 1 Start the LOGOS server console if it is not already open Open the Windows Start menu and go to the LOGOS program group Select LOGOS Server Console in the LOGOS program group 2 Open the Options menu an
225. s sign in front of the name of the dossier Select the process that you want to delete by clicking on the selection box in front of the name of the process and then click on the Delete button You will be asked whether you want to delete the process Click on Delete to delete the process Click on Cancel if you do not want to delete the process NOTE If you delete a process that has earlier versions and or generated documents then these earlier versions and documents will also be deleted 11 9 Using the Document Generator NOTE Please note that the method which is described here only applies if the Dossier Module is installed on your server 11 9 1 System Requirements for Creating Documents In order to use the document generator the following system requirements must be met by the author as well as the user e Operating system MS Windows 2000 XP or Vista e Installed Internet Explorer version 6 or later 141 knowledgeTools Installed Flash Player version 8 or later the standard Flash Player software can be downloaded free of charge from the following address http www adobe com shockwave download download cgi P1_Prod_Version Sh ockwaveFlash amp promoid BIOW Activated JavaScript The use of JavaScript must be enabled in your browser Accessing the LOGOS server Your workstation must be able to access the computer that the LOGOS server is installed on via http The LOGOS server
226. s then enter the name of the user in the input field labelled Search Term and click on the selection button labelled Search for author If you want to search for a process by using the date that it was created on then Start by clicking on the selection button labelled Search by Date and then select the corresponding date using the selection lists 3 Click on the Search button to start the search All the processes that match the search criteria that you have entered will now be displayed in a flat list The dossier that contains the process and the process template on the basis of which the process was created will be displayed next to each process 11 8 4 Opening Existing Processes Processes may exist in several versions edited versions In this case the current edited version is displayed at the top of the list see figure 139 knowledgeTools w EI Dossier LI E Demo j Fig A process with an earlier version Earlier versions of processes are write protected i e if you click on the name of an earlier version of a process then it will be opened in the tree however you will not be able to make any changes to the process Click on the Dossiers tab 2 Click on Open Dossier to access a list of your dossiers Open a dossier by clicking on the plus sign in front of the name of the dossier 3 If necessary click on the plus sign in front of the name of the process in order
227. s a figure regulation number If the figure also has a lower case letter without a space after it then this lower case letter is part of the regulation number e The last component is a character string which must fit onto a list of the laws e In between there may be any character string as long as it is not the same as one of the words on the list of laws Examples e 167 of the BGB Normal case section mark s space regulation number space abbreviation of the law e 433 subsection 1 sentence 1 of the BGB Subsection may be abbreviated by placing the number in bracket 1 sentence is not abbreviated e 606 620g of the ZPO there are no spaces for standards that contain lower case letters 6 6 2 Citing Decisions A decision consists of the following text components e The first component is either one of the courts BAG BFH BGH BVerfG BVerwG KG OGB BayObLG EGMR or a court with an indication of place in form of LG OLG FG or VG and then the place name and an optional Roman numeral In the second case everything together provides the name of the court e The indication of place may contain any special characters it is recognized only by the separating space e The file number is at the end see below e In between there may be any character string as long as it is not the same as one of the file numbers and does not contain a semicolon 6 6 3 Citing File Numbers
228. s only deleted from the document draft in the sidebar The original text module remains in the knowledge tree If a text module has been deleted then an empty line is displayed instead of the text module with the icon at the front of the line The note removed will be displayed on the right hand side of the icon In order to recover the deleted text module first click icon The Versions window will once on the corresponding line and then click on the now open on the left hand side Select one of the displayed versions of the text module by clicking on the button labelled Use This Version The text module will now again be displayed on the right hand side 79 knowledgeTools Show Preview Click on the a icon to show the preview of the document without separated text modules and icons in the text 7 4 Creating a Table of Contents The user has the option to publish the open knowledgeTool in text form with or without the additional information This is done by using the Create Table of Contents function The table of contents can be created as required e in HTML format e in RTF format for further editing e g in Microsoft Word e in PDF format demo Mozilla Firefox Jie Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe _ knowledgeTools _ Table of contents For demo _ demo B E Fertig Server AllegroServe 1 2 24 Fig An exampl
229. s will be displayed in individual tabs You can switch between the documents by clicking on the tabs with the mouse The documents are displayed in a hierarchical structure in accordance with the document structure 120 E knowledgeTools You can navigate within the documents by clicking on the individual headings or on the plus signs in front of the headings In the next step you have to define the sections of the document that you want to attribute the link option to A blue sls anchor icon will automatically be inserted in front of each section of the document Dermoscript LJ search for page number Unlinked sections w ALAHA Ora Pb T Demoscript Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua 4t vero eos et accusam et justo duo dolores et ea rebum 2 xf Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet 3 xh At vero eos et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet Part II Part III Fig A document in the sidebar with an open hierarchy structure By using these icons you can attribute the link option to individual sections of the document Click on the b anchor icon in front of the section that you want to link with the left mouse button The anchor icon will then chan
230. sd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet p logik pdf Fig The display of the search results in the sidebar If you move the mouse pointer over the name of the file then the properties of the file will be displayed including the directory in which the file was found In order to open a file click on the name of the file with the right mouse button and then select the Open option with the left mouse button Alternatively you can also open the file by double clicking it Click on Cancel to return to the display of the entire dataroom o LOGOS Server 2 39 User s Manual knowledgeTools International GmbH 2008 112 knowledgeTools 10 The Script Editor The user has the option to edit documents which have been created in MS Word and imported into the LOGOS server within the application and to link them in high resolution in the form of so called scripts to the nodes of a tree In addition you also have the option to do the following independently from MS Word e create your own scripts directly within the application e link individual text sections of the script to individual nodes of a tree and e publish these scripts as PDF or RTF documents for further processing in MS Word Scripts are created within a tree however they may also be integrated in other trees NOTE These functions are only available if the Dataroom Module is installed 10 1 Import
231. se and a value of 100 per cent is equivalent to the node being marked as True The user therefore also has the option to mark nodes using the usual method as True or False by clicking on the corresponding node and then marking it by clicking on the or X icons in the toolbar or by selecting the corresponding options in the Process menu or shortcut menu Depending on whether you have marked the node as True or False the node will now have a probability of occurrence of 100 or 0 The entry of a probability of occurrence in a node automatically generates a process which can then be accessed again at a later time In order to enter a probability of occurrence of 100 or 0 for a node click on the B icon and a window with two slider controls will open at the node see next figure 155 E knowledgeTools The position of the upper slider control determines the minimum probability of occurrence and the position of the lower slider control determines the maximum probability of occurrence 0 100 F m i B j assumption Fig The slider controls for entering the probability of occurrence Both slider controls can be moved independently from each other in the window with the mouse In order to do so click on the corresponding slider control with the left mouse button and keep the mouse button pressed while you move the slider control The current probability of occurrence is di
232. sess the Tree Admin administrative access right in order to be able to perform this task Lexogram saves trees in two files The first file has the filename extension KTL and the second file has the same name with the filename extension KTD Only the file with the KTD filename extension is relevant for importing Click on the Options tab Please then click on Import KTD File Click on the Browse button in the window that opens and select the directory where the KTD product file that you want to import is saved Select the corresponding file by clicking on it with the mouse and then please click on the Open button Please then click on the Upload button The task window will open after the successful upload of the file In this window the import of the KTD file will be displayed as a new task that is to be executed Please click on the P icon to start the import process If you want to delete the import task then please click on the Mf icon After the successful import the message Completed Successfully will be displayed in the task window Click on the icon to remove the successfully completed task from the task window Please note that after importing a KTD file you must activate the respective users that you want to be able to access the knowledge tree that you have just imported with the corresponding access rights in the user administration 42 k
233. sible to remove the following elements from the user interface e the Tab bar Knowledge Dossiers Tutorials etc e the Toolbar 22 knowledgeTools e the Navigation bar e the Additional Information window at the bottom of the screen In order to redisplay any of these elements simply reactivate them by clicking on the corresponding option in the View menu 2 7 The Search Function By using the search function the user has the option to search for an individual node of a tree as well as for any additional information that might be attached to the node There are a variety of search options available for this purpose 2 7 1 Basic Search for Nodes It is possible to search for the node as well as its additional information within the open tree 1 Open the Navigation menu and click on the Search option Alternatively you can also click on the a icon in the toolbar 2 Enter your search term s in the input field labelled Search keys Click on the Search button Search keya assumption Mode colour Al colours drei nodes were found Insert Delete mie First assumption more paths Cu Second assumption CI Third assumption Fig The Search window with displayed search results The nodes that match your search criteria are displayed in the search window see figure above The search window shows you how many nodes have been found that match the search criteri
234. soft Word will now open and the document will be displayed You can now edit the document according to your requirements save it locally or print it in MS Word Alternatively you can also create documents on the basis of existing processes In order to do so open an existing process that belongs to a document generator knowledge tree and then follow the steps described above from step 3 to step 5 7 3 1 Editing Generated Documents Generated documents can be edited in the following ways prior to exporting them to Microsoft Word The individual text modules of the document can be e edited with regard to content e deleted e moved or new own text modules can be added NOTE Changes that are made to text modules are saved in the updated process and can therefore be accessed at any time However the changes do not have an effect on the original text modules of the knowledge tree As described above the text modules of nodes which have been marked as True or False during the assigning of the colour marking are added and listed under each other in the sidebar on the right hand side of the screen 7 knowledgeTools E Decument Cemo Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua d 22 First assumption Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor s
235. splayed on the left of the node next to the red green area If you move both slider controls then you will see how the values change 30 he lusion i x m a4 Fig A node with a set probability of occurrence By moving both slider controls you can enter a range of possible values in this example the range is from 60 to 90 You can also enter an exact value LOGOS Server 2 39 User s Manual knowledgeTools International GmbH 2008 156 E knowledgeTools You also have the option to set the two slider controls so that they can be moved together In order to do so click on the red green area between the two slider controls and both slider controls will then be fixed Alternatively you can also click on the centre icon of the three icons on the left hand side of the window a0 d assumption Fig The input window with fixed slider controls If the upper and lower triangles of the icon are aligned x then the slider controls are fixed If you click on the icon again then the fix will be cancelled The probability of occurrence that is entered in the window will be displayed by the coloured bar on the left hand side of the node When you enter a probability you will be able to see how the corresponding bar of the parent node changes NOTE Please note that probabilities of occurrence in trees can only be set from right to left This also means that it is no longer possible to enter probabi
236. sregierung vom 25 September 1997 BTDrucks 13 8587 5 45 wird im Einklang mit dem eben Gesagten zur Abgrenzung zum Beisichflhren einer Waffe auf die bisherige Rechtsprechung des Bundesgerichtshofs hingewiesen Der Entwurf geht davon aus daB der Tater die SchuBwaffe schon dann bei der Tat verwendet wenn er sie zur Drohung mit Gewalt einsetzt vgl BGHSt 26 176 180 zu 113 Abs 2 Satz 2 Nr 1 E Fertig Fig The display of a decision in the Legal Database 8 2 2 Accessing Decisions in a knowledgeTool Please click on the corresponding entry in order to view a decision that is listed in the Library window in full text The currently open tree will now be minimized and the full text of the corresponding decision will be displayed Click on the minimized display of the tree to return to the knowledge tree 8 3 Entering Decisions in the Legal Database Users can also enter laws and decisions in the database themselves This can be done by using the web based editor 87 knowledgeTools NOTE In order to be able to edit laws and decisions you must be authorized to do so as a Laws and Decisions Editor in the user administration 8 3 1 Adding Courts Decisions can only be added to a court that already exists in the database Therefore prior to entering a decision you must either select an existing court or add a new court to the database 8 3 2 Adding Decisions to an Exist
237. ss TemplateS ssssssssnnsrrnnrnrsrrnrrrrnnrrrnrerrnrerenns 135 11 7 Working With DossierS sssssssssssssesssnssssnssnsnesnssronesrsnnnesnsnesnsnennesenne 135 Liezl Catino New DOSSIOrS since im egiee ccc inst ELTETE Ee KEN LERLE ARIETES EIEE 135 11 7 2 Searching Existing Dossiers ssssssssssssssrsnsssnnesnnnesnsnennsnsensnrnnesenne 135 11 7 3 Editing or Deleting Existing DossS erS sssssssrsrsnrsrrnnsrenrrrrnrenrnnrerenns 136 174s Activating Dossier Contents sicctrcsclaxcunmnniecaveciieiatentiuneren Ena 136 11 8 Working With ProceSSeS sssssssssssenessonssnnnssnsnssnsnsnnesronesnnnesnsnsnennenrnne 137 11 8 1 Creating New Processes on the Basis of Process Templates 137 11 8 2 Creating New Processes Without Process Templates cccceeeeeeeeees 138 11 8 3 Searching for Existing Processes sssssssesreresrrsrrerrsrrerrerrerrerrerrenre 139 11 8 4 Opening Existing ProCeSSES isrireernririnr reiini n i aa 139 11 8 5 Editing and Versioning of Processes ccceeeeeeeeeeeeeeeeeeeeeueueueueuuauaaags 140 11 5 6 AcCtvVating Pr CESS S nrar E E EETA 140 LLO COPYING Proce SES reris ara E AAEE EE EEEE 141 11 8 68 Deleting PROCS SSCS peio a E E E E 141 11 9 Using the Document Generator sssssssssssssssssnesronsssnnesnnnesnsnennsnennenenne 141 11 9 1 System Requirements for Creating DocumentsS ssssssssrsrssrsresrrrren 141 11 9 2 Using the Document Generator ssss
238. ss read access to the knowledgeTools that are referred to in the tutorial or not The list of available tutorials displays the name of the tutorial as well as the technical name of the knowledgeTool that is referred to and the date that the tutorial was last changed Click on the name of a tutorial to start the tutorial S knowledgeTools Mozilla Firefox m m Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Users Process Edit Scripts view Navigation Help YX sEWOOQ i T0 1 First assumption demo version 40 v gt 0 os oo Third assumption Fig A tutorial The tutorial is displayed using the normal user interface of the knowledgeTools client A video player appears on the right hand side of the screen and displays the video that is associated with the tutorial The video player window can be moved with the help of the mouse and minimized by clicking on the minimize button _ at the top right hand corner of the window The elapsed time is displayed next to the total time of the video and tutorial below the actual video You have the option to pause the tutorial by clicking on the I button and to continue playing the tutorial by clicking on the gt button knowledgeTools If you click on the button then the volume of the video will be muted If you click on the button again then the default volume of the v
239. ssssssrnrsrrnnsrrnrrrenrrrenrerrnnrrrnnerenn 96 The Dataroom Module sisisisisrsisssisrsisisinesasisadiea naana 97 9 1 Fe Dal IOON veaveacriee cei tderesta ETEA EAEE 97 9 2 Dataroom Management 2czceceue ten acawte oe Ania sabeny E N NTAN LIREN D 97 9 2 1 Creating and Editing Directories ssssssssssssrsnrsrsnrsrrnrrrenrrrrnnerrnrerenn 97 9 2 2 Uploading Individual FileS ccccccceeeceeeeeessccceesseneeeeeeeesseeeeguennnannegs 97 9 2 3 Uploading Multiple FICS viiisectanncneses susuadenamanawas oeae ve ve tevenavan apnea bcraneNaneas 98 9 2 4 Editing Files Moving Copying Renaming and Deleting cceeeeeeee 99 9 2 5 DElGUING Directories sccivisccansnncopeceaders navandennasasaes vernadvnvavanaagnasancenveseas 100 9 2 6 Configuring INGEXIING ax incvacmetsuedereaneacencasuannn eauetnecunnianenneleocouransents 100 9 2 7 Maex FUGE renarena re ATEEN EAEE AEAEE 101 9 2 8 Deleting DataroOM Serisinin ninnan rT NENEN EENE ani 102 9 3 Navigation in the DataroOM s ssssssssssssrsnrsrrnrsrenrerenrrrrnrerenrrrrnnrnrenrnrenne 103 9 3 1 FUPICUING FOS semcagaececeugaevaameace uaoanr ener siaueutn arp ianenncounn inane amnncorenatacenys 104 9 4 Using Dataroom Files in Trees ssssssssssssnnnssnsnssnsnsnnssronensnnssnnnesnrnesnsnene 107 9 4 1 FS niiata SS E E A T A EET ETT 109 9 4 2 Downloading Datarooms or DIreCtOrie S ccccccccceeeeeee seen ee eeeeeeeeeeeaaaes 109 9 4 3 Displaying and Hiding the Sidebar
240. stion is included in the database This function is only available if you possess the corresponding licence on your server Weight By using colour markings green red or yellow nodes can be marked according to their level of importance Suppress window Delete Process Node This suppresses the warning message when moving a node referred to by a process in the published version of the same tree Suppress Display of Computed Data This suppresses the display of the colour values of the parent nodes if a colour marking has been set on a child node Input Fields This function provides the option to assign the individual nodes of the tree with input fields that can be used for the collection of data and statistical analysis at a later stage or within the scope of document generation Calculation Fields If this option is enabled then you have the option to use the calculator function in the knowledge trees This function is only available if you possess the corresponding licence on your server Strict colors If the force colour marking option is selected then the user can only mark the child node as True or False Bivalent Logic If this option is selected then the user can only mark the nodes as True or Not Checked In this case the False option is not available The two valued logic is particularly useful in the case of trees that illustrate a sequence of processes Please note that this option is
241. t are displayed in the sidebar are the files that are in the dataroom the same restrictions apply for a full text search in the sidebar as for a search in the dataroom password protected or other unreadable documents cannot be searched for only the file types listed above in chapter 9 2 2 can be searched 1 Click on the Files tab if it is not yet open 2 Select the dataroom or directory that you want to search by clicking on the name of the dataroom or directory with the left mouse button Enter the search term in the input field 4 Select whether you want to search for the filename or in the files by clicking on the corresponding selection button 5 Click on Search After the search has been completed the number of search results as well as a list of all the files that were found will be displayed in a list E knowledgeTools knowledgeTools Mozilla Firefox Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Process Edit Scripts View Navigation Help Demo BOAaYxX 7 B8 8FWOOaRs T00 E Document 2 Second assumption i TERS A a knowledgetools demo version 32 O Search for names Search in files Found data 2 logik pdf First assumption ae todo doc Conclusion Second assumption Third assumption Fes ote od module true Z Pm t vero eos et accusam et justo duo dolores et ea rebum Files Stet clita ka
242. t be met Firstly the basic technical requirements for generating documents as described earlier on must be met In addition the template ktoo s dot must be installed in the template directory of all the workstations being used by the users In order to do so proceed as follows 1 Open Microsoft Word on the workstation Please note that when doing so you Should use the user s normal access and not the administrator access unless of course the user and the administrator are one and the same person 2 Open the Tools menu in Word and select Options Click on the File Locations tab in the window that appears A list of file locations for different file types will be displayed Click on the line labelled User templates The directory where the Word templates of the current user are saved will be displayed on the right next to User templates Usually the directory is C Documents and Settings User Application Data Microsoft Templates Make a note of the directory this is the user template directory 5 The template ktoo s dot is on the installation CD of the LOGOS server console Copy the template ktoo s dot to the user template directory 6 The installation of the ktoo s dot template is now complete 130 knowledgeTools NOTE Depending on the configuration of your computer the user template directory may not be visible in Windows Explorer In this case
243. t edited version of the knowledgeTool in normal mode A preview of how the knowledgeToo l would look to users if it was to be displayed at that time will be displayed e Open Published Version this option displays the published version of the knowledgeTool in normal mode When you are in the Display Preview or Open Published Version views you can switch back to editor mode at any time by opening the Navigation menu and clicking on the Open Structure Editor option 5 20 Deleting Knowledge Trees NOTE This function is only available if you possess the Tree Admin administrative access right and also have at least read access to the knowledge tree that you want to delete NOTE Please note that if you delete a knowledge tree you will also delete all of the processes and templates that relate to the knowledge tree However you will be informed of which processes and templates would be deleted 59 knowledgeTools In order to delete a knowledge tree proceed as follows i 2 5 21 Click on the Knowledge tab Click on the name of the knowledge tree that you want to delete with the right mouse button and select the Delete option from the shortcut menu that opens Alternatively you can also click on the Lx icon in front of the name of the knowledge tree A window will appear and you will be asked whether you really want to delete the selected knowledge
244. t is possible to configure the system in a way that either all of the contributions to all the discussions for all the forums of all the nodes of a tree are displayed at the same time or that only those contributions to discussions that relate to the forum for the currently selected node are displayed NOTE In order to use the forum function the Discussion Forum option must be activated in the technical properties of the tree in question 27 E knowledgeTools All articles All articles El 2007 11 21 John Doe Test Author John Doe Date 2007 11 21 Subject Test This article refers to the following node First assumption 2 Hello world Compose reply Create new article Delete article Cancel Fig The Forum window 2 12 1 Creating New Contributions for the Forum 1 Select a node by clicking on it with the mouse 2 Open the Edit menu in the main menu and click on the Create article option Alternatively you also have the option to click on the g icon in the toolbar Enter a relevant subject into the input field labelled Topic 4 Enter your contribution in the input field below When you are finished click on Send The contribution to the forum has now been created and will be displayed on the left hand side of the forum window Hew article Mew post at node First assumption 2 Subject pT Contents Fig The New F
245. t more than one script then select the additional scripts using the Same method Next click on the Export button The task window will now open In this window the export of the script will be displayed as a new task that is to be executed Please click on the P icon to start the export process If you want to delete the export task then please click on the M icon After the successful export the message Completed Successfully will be displayed in the task window Click on the O icon to download the exported script Please note that if you export several scripts at the same time only one file will be created Please then click on the icon to remove the successfully completed task from the task window 45 knowledgeTools 4 7 Data Exchange Exporting Datarooms If the Dataroom Module is activated on your LOGOS server then you have the option to export the datarooms on your server e g to import them to other servers When they are exported datarooms are exported to a product file recognized by the KIP filename extension Please note that depending on the quantity of data in and the size of the dataroom this file may possibly require between several hundred megabytes and several gigabytes NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task Click on the Datarooms tab Select the dataroom that you want to export by clicking
246. t of the window contains the qualified problem report You can send this report to knowledgeTools by e mail In order to do so click on the Send button It is always helpful if you can also enter the precise working situation in which the problem that you are reporting occurred in the input field labelled Your Comment therefore it is essential that you complete this field prior to sending the report You will receive confirmation when the report has been successfully sent If you are unable to send the report then please copy the text from the upper part of the window and send it to knowledgeTools at a later time 210 knowledgeTools 20 Final Note LOGOS is continuously being developed and improved Please note that individual functions may consequently change within the scope of updates or upgrades In the event of any technical queries or problems please do not hesitate to contact our technical support by e mail at support knowledgetools de 211
247. tension knowledgetools dms After doing so your address should read as follows http address_of_the_server knowledgetools dms Click on the OK button Close the window by clicking on the OK button NOTE If you are using Internet Explorer 7 make sure that the security level for the Trusted sites is set at Low NOTE If the Dossier Module is installed on your LOGOS server then you must create process and layout templates in order create documents with specified layouts In addition it is necessary to install the ktools dot template in the user template directory of each workstation Further information on this topic is available in the chapter on the The Dossier Module 7 1 1 Using the Document Generator When using this application type it is possible to assign two text modules to each node of the tree in the Structure Editor using the logical colour marking system one text module for cases where the node in question has been marked as True green and one text module for cases where the node has been marked as False red In addition it is also possible to assign input fields to these text modules where the user can later enter certain process related data when analysing the respective node The actual generation of documents occurs in normal mode document generation is not possible in structure editor mode The document builds itself up dynamically
248. ternative text justo duo dolores et ea rebum Second assumption Colour E Weight x OG Logical conjunction Third assumption 5 A Fig The display of the search results in the sidebar 10 6 5 Exporting Scripts as PDF and RTF Files You have the option to export your scripts as PDF or RTF documents for viewing and further processing in MS Word When a script is exported the structure of the script is also exported therefore when the created PDF document is displayed in Acrobat Reader it already contains a table of contents In MS Word the section headings of the created document are assigned the format headings Heading 1 to Heading x A script may be exported at any time If there are several scripts integrated within a tree then click on the name of the corresponding script Open the Scripts menu in the main menu and select the required export format from the two available menu options Create Word Document RTF or Create Print Version PDF The created document will be displayed in a new browser window 125 knowledgeTools 10 6 6 Deleting Scripts NOTE You must possess the Tree Admin administrative access right in order to be able to perform this task NOTE Please note that the script that you want to delete may be linked in several knowledgeTools on your server This may also be the case with knowledgeTools
249. text modules you want to edit by clicking on it with the mouse and then click on the icon at the top right hand corner of the respective tab 3 You can now enter the text of your choice However this step is optional and the input fields can also be used without any additional text 4 Click on the position in the text where you want to insert the input field with the mouse and click on the icon in the toolbar 5 The names labels of all the input fields that are available for the selected node will now be displayed in the selection list that appears In addition the master data fields of your dossiers will also be displayed you have the option to integrate these into the text as well also refer to chapter 8 1 5 below 6 Select one of the input fields by clicking on it with the mouse The input field will now be integrated into the text 7 Click on Save to save the text module Of course it is also possible to insert more than one input field into a text module In order to do so simply repeat steps 4 and 5 Nodes that have input fields for document generation in their text modules are indicated by the presence of a small blue icon at the bottom right hand corner of the node If you move the mouse pointer over this icon then the title of the input field will be displayed In addition the title will be coloured green or red to display which text module the field belongs to green True or red False 7 1
250. th a corresponding message If you want to see where in the tree the node that is associated with an input field is located then click on Show Node on the right above the input field The tree will then be moved within the window so that the node is visible 3 knowledgeTools Mozilla Firefox oes Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Users Process Edit Scripts view Navigation Help AODYX B s FWOOaASs amp AGO 4 First assumption gt i demo demo heitkam atsolute com Version 25 Input field 1 Input field 2 aoe aiii aaa ry Third assumption E Ubertrage Daten von localhost Fig The sidebar displays all the activated document fields of a path 11 10 Document Generation The generation of documents occurs in normal mode not in structure editor mode on the basis of assigning a colour marking i e a process In order to create a document proceed as follows 146 knowledgeTools Open a knowledge tree that has been prepared for document creation in normal mode Assign the colour marking i e mark the node as True or False depending on your working situation A sidebar will open on the right hand side of the screen in which the text modules that are associated with the node where the colour marking has been assigned will be displayed This also serves as a preview of the struc
251. the Open option in the shortcut menu with the left mouse button Alternatively you can also open the file by double clicking it 9 4 2 Downloading Datarooms or Directories The user has the option to download the individual directories of a dataroom including all of the files that they contain or to download entire datarooms including all of the directories and files that they contain as a ZIP file In order to do so proceed as follows 1 Select the corresponding directory or the corresponding dataroom by clicking on it with the mouse Open the File menu and select the option Download as ZIP File 3 The task window will now open In this window the download of the dataroom or the directory will be displayed as a new task that is to be executed Please click on the icon to start the download process If you want to delete the task then please click on the Wl icon 109 knowledgeTools 4 After the successful download the message Completed Successfully will be displayed in the task window Click on the icon to save the ZIP file on your computer 5 Please then click on the icon to remove the successfully completed task from the task window 9 4 3 Displaying and Hiding the Sidebar You can display or hide the sidebar according to your requirements Click on the X at the top right hand corner to close the sidebar Open the View menu and click on the Sidebar option to
252. the Technical Tree Properties window 3 Select the node where you want to attach one or more text modules to by clicking on it once with the left mouse button 4 At the bottom of the screen you will see two tabs labelled Text Module True and Text Module False Select which of the two text modules you want to edit by clicking on it with the mouse and then click on the Ej icon at the top right hand corner of the respective tab 5 Enter the required text and click on Save 7 1 3 Integrating Input Fields The user has the option to define input fields for every single node and to integrate these in the text modules The data which is later entered into the input fields by users is then included in the generated document Please note that the input fields are only available at the node where they have been created and not throughout the entire tree The integration of input fields occurs in two steps 1 Define the input fields that should generally be available at a node 2 Integrate one or more of these input fields in a text module of the node NOTE The creation of input fields is described in chapter 7 2 71 knowledgeTools In order to integrate an input field that has already been created in a text module proceed as follows 1 Open the tree that you want to edit and select the node that contains the text modules where you want to integrate the input fields 2 Select which of the two
253. the T OC vacananannatmeacnsaaisnanadisnane ER a a 18 2 4 1 MOVING tHE TCG prirni E E E 19 2 4 2 Moving the Tree Using the Mouse Scroll Wheel ccccceeeeeeeeeeeeeeeeees 19 2 4 3 Additional Navigation Options s sessssssssssssnnsrsnrsrrnnsrrnnsnenrnnenrrrrnrrrene 19 2 4 4 Synopsis Node IDs and Node Paths ccccceee cece ee eee eeeeeeeeeeeeeeeeeeeeneas 20 A VENNO COINS arane E E EA 21 Zod The Presentation MOGE sessirrnsecerere i ernea Ee Eo 21 PR A USING the Zoom FUnNCHO arosine a a A E RO 21 2 6 Additional VIEWING OPTIONS sicsisivisiacsicisinanacanncarsacnnsaianeaweadonadanhiaamiardipmndsobiaaiiuues 21 2 6 1 Changing the User Interface Language cccceeeeeeeeeeeeeeeeeeeeeeeeeeeees 21 2 6 2 Displaying the Current Editor of a knowledgeTool cc cece cece eeeeeeeeeneeees 22 2 6 3 Switching Between Normal Mode and Editor MOde ccccceseeeeeeeeeeeeeees 22 2 6 4 Adding and Removing the Elements of the User Interface ccceeee 22 Zid MACS CARCI FUNCIO aenn E E E E E a 23 2 1 Basic Search for NOGES cccatccenccacaeendan taeeusendonansashansanioneeantaonbeteastedeccates 23 2 7 2 Adv ced Search OpON S vasisonesannrarcetercaiuaanssiancsee naa yacsneaaueaeane wines 24 2 8 Additional INTOMMAUON assonans erer rE aaia 25 2 9 Using the Logical Colour Marking System ss sessssssssrsrsnrsrrnrrrenrnnsrrerenrrnne 25 2 00 LOCKEA NOUG G onner r E E E E EA 26 Zella PECAN GAI C EE T EA A AT
254. the additional information texts e upload files to the tree and link them to the additional information texts e assign datarooms to the tree e assign sidebar documents to the tree e create and remove links between the nodes of the tree and files from linked datarooms e create and remove links between the nodes of the tree and text sections from linked documents Users that possess the Manager global access right as well as the right to edit a tree are able to perform the following actions in the tree e create edit and delete the additional information texts e upload files to the tree and link them to the additional information texts e create and remove links between the nodes of the tree and files from linked datarooms 16 3 3 Process Analysis Access There are three different types of analyses that are available for the trees e the analysis of created processes e the graphical process analysis e the raw data analysis These analyses are described further on in the User s Manual 182 knowledgeTools 16 4 Special Access Rights When Using Add On Modules If you are using the following add on modules on your LOGOS server e Dataroom Module e Dossier Module e Tutorial Module then there are also certain restrictions with regard to their use depending on the access rights of the individual users 16 4 1 Special Access Rights When Using the Dataroom Module Tree Admin If the Dataroom Module is installed the
255. the average Process analysis chart Processes Forerage probability 50 Bo va a0 90 100 Probability in Fig The diagram illustrating the probability of occurrence The vertical Processes axis displays the number of existing processes numbered from 1 upwards therefore there are three processes in the example above In addition to the number of each process the horizontal axis displays the probability of occurrence that has been entered or respectively calculated for the corresponding process in the node In the case of an exact probability value e g 85 the value is 192 knowledgeTools displayed as a single dot The value can be derived from the horizontal Probability of Occurrence in axis If instead of an exact value a range of possible values has been entered e g 80 to 85 then these values will be displayed as two dots that are connected by a line The red dot represents the minimum probability value and the green dot represents the maximum probability value If you move the mouse pointer over the dots then the precise values will be displayed in a yellow tooltip A vertical grey bar displays the average probability of occurrence that has been calculated from the values of the individual processes 17 3 2 Displaying the Average Expected Value Click on the Expected Values Diagram icon in the Process Analysis window in order to open the diagram The diagram displays both the a
256. the following ways prior to exporting publishing then in Microsoft Word The individual text modules of the document can be edited with regard to content deleted moved or new own text modules can be added As described above the text modules of nodes which have been marked as True or False during the assigning of the colour marking are added and listed under each other in the sidebar on the right hand side of the screen 147 knowledgeTools Dokument demo Lorem ipsum dolor sit amet consectetuer adipiscing elit Nunc eras Praesent non odio at erat consectetuer mollis Praesent lacinia sagittis quam Curabitur ornare vulputate risus Morbi sapien nulla tincidunt sit amet mollis ac iaculis a nunc Mung luctus libero in nulla de n2 Erster Enoten Quisque vel lorem condimentum justo hendrerit dictum Aenean mollis condimentum augue Sed ut est Cras velit Vivamus ultricies Quisque malesuada dapibus erat Nam suscipit pede nec volutpat tempus risus dolor accumsan ipsum non tristique tellus est et ante Sed et mauris varius tortor luctus vulputate Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas Suspendisse porta mollis felis Cras vitae dui a nisi mollis tempus Suspendisse potenti Donec mattis velit eget libero Etiam eget neque sit amet lacus iaculis aliquam Ut convallis nibh sit amet magna Integer augue Aliquam leo pede aliquet ut fr
257. then be used for additional calculations Alternatively you can also enter a formula in the field Please refer to the calculation operations and functions further on in the User s Manual If this is the case then users will not be able to enter anything in the field in the published version of the knowledgeTool and the field will be used solely to output the result of the calculation formula 164 knowledgeTools In order to save a formula field that you have created as well as the contents of the Description and Formula fields click on the Save button at the top right hand corner of the sidebar Click on the iF icon to create another new formula field or click on the T icon in front of the name of the formula field to delete it 13 2 Possible Calculation Operations and Functions In structure editor mode you can enter formulas and numerical values in fields as well as field names of other fields that can be used in subsequent calculations You are allowed to use brackets in the formulas 13 2 1 Numerical Values Numerical values can be entered as follows e 123 e 123 e 123 00 decimal point 13 2 2 Field Names Calculation fields of the actual node or another node can be included in a calculation by stating the field name Example A1 82 adds the entered numerical value in field A1 to the entered numerical value field B2 13 2 3 Possible Calculation Operations and Notation The followi
258. thout having to re enter all the data 9 4 Using Dataroom Files in Trees Trees that have been configured accordingly also have an additional sidebar on the right hand side of the screen The files of a dataroom that are assigned to a tree will be displayed in this sidebar These files can be linked in the highest resolution to the individual nodes of the tree displayed on the left hand side At the top of the sidebar there are tabs describing the different datarooms you can switch between the different contents by clicking on the tabs with the mouse The active tab is always green S knowledge Tools Mozilla Firefox 7 o E Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Process Edit Scripts View Navigation Help BOVYX 7 B e8 FAWOORS a AGO f coneuson 5 demo Yersion 32 Nirectory 4 First assumption 5 fonts doc logik pdf todo doc BD Directory B 433 BGB Acts 242 StGB 5 5 433 BGB 5 242 StGB Fig The sidebar The individual nodes of the tree can be linked to individual files in the sidebar In this case a file can be linked to several nodes at the same time 107 E knowledgeTools If a node is linked to a file then the l icon will be displayed at the bottom right hand corner of the node In addition the name of the file will be displayed in the Library window at the bot
259. tion and Library windows will be displayed with additional information Standard Details the Explanation Details Practice and Library windows will be displayed with additional information Document Generator in addition to the Explanation and Library windows the text modules for the generation of documents will also be displayed see also Advanced Functions below This function is only available if you possess the corresponding licence on your server Risk Analysis if this application type is activated then the additional information windows Explanation and Library will be displayed In addition it is also possible to enter and calculate probabilities and expected values when using this application type This function is only available if you possess the corresponding licence on your server Optional Features This determines whether the technical functions that are listed below are available in the client or respectively the tree Send Comments as e mail to Users can send commentaries from the knowledgeTool on contents or technical problems via e mail to a predetermined recipient activate the option and then enter the e mail address of the recipient In order to use the Send Comment function there must be a mail server configured in the Server Options under Options in the LOGOS server console knowledgeTools logic The user can analyse the kno
260. tion to define a word within a text as a link to a website This link will then appear both within the running text and in the Library window 1 Select the word that you want to define as a hyperlink with the mouse 2 Click on the icon 3 Enter the address URL of the website that you want to insert a link to in the field labelled URL 4 Optionally you can also enter a text in the field labelled Tooltip This text will then be displayed when the user moves the mouse pointer over the link 5 Save the information you that have entered by clicking on the OK button 6 5 Inserting Links to Files You also have the option to define a word within a text as a link to a file This link will then appear both within the running text and in the Library window In order to do this the file in question must first be uploaded to the LOGOS server This ensures that when your knowledgeTool is transferred to another LOGOS server installation the linked file will also be transferred 64 E knowledgeTools Insert file Mozilla Firefox BAX Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe L knowledgeTools _ Insert file Your computer Choose a file from your local computer to upload it to the server Ihr LOGOS Server 4 D fonts pdf test zip New folder Rename file Open this file 5 Rename folder Delete file Delete di
261. tivated for all users the files that they contain are only visible to other users if you have explicitly activated them 1 2 cf Click on the Dossiers tab Click on Open Dossier to access a list of your dossiers Open a dossier by clicking on the plus sign in front of the name of the dossier Select the note that you want to activate by clicking on the selection box in front of the name of the note Click on the Clear button below to activate the note In addition the name of the note will be highlighted in red so that you and other users will be able to quickly recognize the newly activated note 11 12 4 Deleting Notes Click on the Dossiers tab Click on Open Dossier to access a list of your dossiers Open a dossier by clicking on the plus sign in front of the name of the dossier Select the note that you want to delete by clicking on the selection box in front of the name of the note Click on the Delete button below Before deletion you will be asked to confirm whether you want to delete the note Click on Delete to delete the note Click on Cancel if you do not want to delete the note 153 knowledgeTools 12 Risk Analysis Using knowledgeTools knowledgeTools that have the application type Risk Analysis activated allow users to calculate the probabilities of occurrence of the events that are illustrated in the node in accordance with the logical structure Nodes or r
262. tly in the same way as a law or to access them from a knowledgeTool 8 2 1 Viewing Decisions in the Database Click on the A amp D tab at the top of the screen and then on the selection list labelled Please Select Court Select a court from the list in order to display all the decisions that exist on the server from the court in question and then click on the Display button If there are decisions from the selected court then these will be sorted according to file numbers Click on the file number of a decision to access the text of the corresponding decision 3 knowledgeTools Mozilla Firefox Jes Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options ARD Acts and decisions Acts and decisions P Show all acts Decisions by court Please select cout m Show Edit Delete by file number Fig The start page of the Legal Database Alternatively you can also search for a decision directly In order to do so enter the file number of the decision in the input field under the selection list and then click on the Display button on the right next to the input field A decision in the Legal Database may contain the following elements e Keywords e Norms e Official Headnote 86 knowledgeTools e Editorial Headnote e Operative Provisions e Facts of the Case e Reasons for the Decision e Sources e Lower Higher
263. to dynamically generate documents on the basis of these processes By using the Dossier Module users have the option to create dossiers on the server for customers or projects to assign master data e g contact details to these dossiers and to save their results i e processes and generated documents in these dossiers Furthermore users also have the option to store other files e g Word documents Excel charts presentations or graphics in the dossiers Besides the tiered system for the administration of access rights the Dossier Module also has an activation system In the default version dossier contents are only visible to and can only be used by the user that has created them However it is also possible to activate some or all dossiers for editing and processing by other users In order to use the Dossier Module you require the corresponding licence 2 2 6 The Risk Analysis Module knowledgeTools that have the application type Risk Analysis activated allow users to calculate the probabilities of occurrence of the events that are illustrated in the tree in accordance with the logical structure Nodes can no longer only be marked as True or False but may now alternatively be assigned a probability of occurrence between 0 and 100 which can be used in the calculation of the overall probability of occurrence Each individual node may also optionally have a value in EUR USD or GBP The expected v
264. to edit by clicking on it once with the mouse and then click on the Ej icon An editing window will open Edit the text as required and then click on the Save to apply your changes Please note that these changes will only have an effect on the text module in the document draft in the sidebar The original text of the text module in the knowledge tree will remain unchanged Text modules that have been edited in this way will be marked accordingly The note adapted will be displayed on the right of the icon on the first line of the text module You also have the option to undo changes to the text modules In order to do so select icon the text module in question by clicking on it with the mouse and then click on the in the sidebar The Versions window will now open on the left hand side of the screen All the edited versions of the text module will be displayed in the window Select an edited version by clicking on the button labelled Use This Version This version will now again be displayed in the sidebar on the right hand side of the screen Inserting New Text Modules In addition to the text modules that have been integrated in the document as a result of the colour marking being assigned you can also insert your own text modules 1 In order to do so select the text module in the sidebar under which the new text module should be inserted and click on the A icon 2 A new empty line will appear with the ico
265. to link in the input fields labelled Regex and Format String of the Files Please contact knowledgeTools directly for the necessary information 116 knowledgeTools 10 4 Editing Existing Scripts 10 4 1 Editing Sections and Text Blocks You have the option to edit existing section headings and text blocks 1 Select the element that you want to edit section or text block by clicking on it with the mouse 2 Click on the 4 icon and a window will open on the left next to the sidebar You can change the contents of the element in this window 3 Finish by clicking on the Save button to save your changes 10 4 2 Moving Elements You have the option to move text blocks vertically within a section or to move entire sections within a script vertically and horizontally When you move a section the Subordinate elements i e sections and text blocks are a ways moved with it Select the element section or text block that you want to move by clicking on it with the mouse the element will now be highlighted You can now move the element up or Ww down by clicking on the or icons If it is no longer possible to move an element up or down then the corresponding icon will be disabled By using the d or P icons you can move sections horizontally When a section is moved horizontally this is equivalent to being moved one level down move to the right or one level up move to the left in the hierarchy of the str
266. tom of the screen If you click on the icon then the directory that contains the file will be expanded in the sidebar and the name of the file will be highlighted in blue It is also possible for a node to be linked to several files In this case the directory that contains the first of the linked files will be opened when you click on the El icon and it is highlighted in blue All the other linked files are displayed at the bottom of the screen in the Library window If you are not navigating through the tree but through the files in the directory view then the files that are linked to a node are indicated by a blue arrow Click on the arrow to display the node that the file is linked to S knowledge Tools Mozilla Firefox ha og Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Process Edit Scripts view Navigation Help AOYX B sFAWOaRS amp TOO 2 Second assumption D demo Version 32 bw Directory First assumption lt Cover pdf fonts doc A Ae todo doc gt Directory B TS m EZTIA module true Z mm At vero eos et accusam et justo duo dolores et ea rebum Files Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet p logik pdf Fig The sidebar with the linked dataroom files If the file is linked to several nodes then a selection window will open if you click on th
267. top of the screen and then on the Stop Server button You will receive a message when the server has been stopped 7 Click on the Start Server button and the server will restart You will receive the following message after the successful start of the server Status Server is running 18 2 4 Accessing Log Files During the operation of the LOGOS server various log files are created that can be used to analyse technical problems if they occur In order to access log files click on the Logs tab at the top of the screen The existing log files will then be displayed in the Log Files window Click on the name of a log file to open or download it 18 2 5 Creating Backups If you create a full backup using the backup function then all the contents that you have created on your LOGOS installation i e kKnowledgeTools trees scripts datarooms dossiers and dossier contents processes tutorials and templates as well as users and their access rights will be saved in the backup NOTE The backup function secures all the relevant data of your server in a directory on the same computer However you are responsible for the storage of the directory on a backup data storage device e g a type drive NOTE Please note that although it is possible to continue working on the server while the backup is being created the backup process will have a considerable effect on the performance of the system Theref
268. torials you must possess the Tutorial Admin administrative access right In any cases of doubt please contact your user administrator If you are authorized to create new tutorials then the New Tutorial button will be displayed at the bottom of the window In order to create a new tutorial click on the button and a dialog box will open Start by entering a name for the new tutorial in the dialog box and then select the knowledgeTool that you want to integrate in the tutorial by using the selection list below it All the knowledgeTools for which you possess at least read access will be displayed in the list If you are authorized to edit a tutorial then the Edit button and the x button will be displayed on the left next to the name of the tutorial Click on the Edit button next to the name of a tutorial to edit it Click on the LX button next to the name of a tutorial to delete it knowledge Tools Mozilla Firefox Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options A amp D Tutorials o a a ast chanaeva New tutorial Tutorial name Demoturotial knowledgeTool demo New tutorial Fig The New Tutorial dialog box for the creation of new tutorials It is advisable to use knowledgeTools that do not contain any additional texts e g explanations at the bottom of the screen 170 E knowledgeTools
269. ture of the document that is to be created Open the Process menu and click on Create Document If there are layout templates on your server then a dialog box will appear and you will be asked whether you want to create the document using a reformatted Standard template or using one of the layout templates that already exist on the server The layout templates will be displayed in the selection list Select a template and then click on the Save button Depending on the security settings that you have configured a pop up window will now appear with the question An ActiveX control element on this page is possibly in conflict with other elements on this page Do you want to allow this Click on Yes in the window Microsoft Word will now open and the document will be created there If you have used a process template for the creation of the process that the document generation is based on then this layout template will be used for the creation of the document Otherwise a standard template will be used You can now edit the document according to your requirements save it locally or print it in MS Word Alternatively you can also create documents on the basis of existing processes In order to do so open an existing process that belongs to a document generator knowledge tree and then follow the steps described above from step 3 to step 5 11 10 1 Editing Generated Documents Generated documents can be edited in
270. u have the option to save the document conventionally on your local PC or network However you also have the option to save the generated document in the dossier in which you created the process that the document belongs to In order to do so do not save the document in the usual way but click on the Upload amp Close button in the Word toolbar see figure Datei Bearbeiten Ansicht Einf gen F Et Upload amp Schliefien O ce A oa Fig The Upload amp Close button Microsoft Word will now close and the document will be saved in the associated dossier In addition a write protected copy of the process will also be created and saved under the original process see figure with a version number This makes it possible to e later understand which entries in the tree the generation of the document was based on and e again generate the exact same document from this write protected copy Dossiers aarp ee Pt Name Used template Date Author O O 0O B Dossier 14 11 2007 Doe John Oo El Letter Letter 22 11 2007 Doe John gt Fig A process with an associated document A Word icon is displayed next to the write protected copy of the process This icon indicates that there is a document that belongs to the copy of the process If you click on the icon the generated document will be opened in Microsoft Word 150 knowledgeTools 11 11 Working With Files When using LOGOS you have the option to uploa
271. u in the menu bar Click on Insert Alternatively you can click on the E icon in the toolbar This function is also available in the shortcut menu The instance is now created Open the Properties window 55 knowledgeTools 8 Using the Properties window click on the parent node and determine how you want it to be logically associated with the instance that has just been created or use the pie menu 5 14 Removing Nodes The user also has the option to remove nodes from the tree structure However these nodes are not deleted from the database but can later be reinserted into the tree structure 5 14 1 Detaching Nodes The Uncouple Node option removes the node in question from the tree structure In this case the node is not copied to the clipboard but is moved to the recycle bin In addition all the child nodes of the detached node are also removed from the tree structure and moved to the recycle bin Click on the node that you want to detach 2 Open the Edit menu in the menu bar 3 Click on Uncouple Node Alternatively you can click on the AP icon in the toolbar This function is also available in the shortcut menu 5 14 2 Extract Node The Extract Node option removes the node in question from the tree structure In this case the node is not copied to the clipboard but is moved to the recycle bin Contrary to when you detach a node this option only has an
272. ucture If it is no longer possible to move an element to the left or the right then the corresponding icon will be disabled 10 4 3 Moving Text Blocks by Using Cut and Paste Text blocks can only be moved within a section using the above described method However you can also move text blocks within the script 1 Select the text block that you want to move by clicking on it with the mouse 2 Click on the icon Click on the section where you want to paste the text block 4 Click on the icon and the text block will be pasted below any existing text blocks in the section If you want to paste the text block above an existing text block then click on the corresponding text block before pasting it 10 4 4 Merging Text Blocks You have the option to merge two consecutive text blocks into a single text block In order to do so please proceed as follows 1 Select the upper of the two text blocks by clicking on it once with the mouse 117 knowledgeTools 2 Click on the Al icon The two text blocks will now be merged into a single text block 10 4 5 Deleting Elements Select the element section or text block that you want to delete by clicking on it with the mouse Click on the icon in the toolbar of the Script Editor and you will be asked whether you really want to delete the selected element Click on OK to delete the element Click on Cancel if you do not want to delete the element NOTE If you
273. up read access to the corresponding script In order to grant the user or user group the right to edit the script a so activate the check box in the column labelled Edit 6 Finish by clicking on the Save button You also have the option to grant or deny selected users or user groups the right to read and or edit all scripts In order to do so simply click on either of the links All Script Rights or Remove All on the left hand side of the list under Scripts 127 knowledgeTools 11 The Dossier Module The results that are achieved with knowledgeTools are saved in processes It is also possible to dynamically generate documents on the basis of these processes By using the Dossier Module you have the option to create dossiers on the server for customers or projects to assign master data e g contact details to these dossiers and to save your results i e processes and generated documents in these dossiers Furthermore you also have the option to store other files e g Word documents Excel charts presentations or graphics in the dossiers Besides the tiered system for the administration of access rights the Dossier Module also has an activation system In the default version dossier contents are only visible to and can only be used by the user that created them However it is also possible to activate some or all dossiers for editing and processing by other users 11 1 Configuring D
274. user logged into the system the End Date column displays when the user logged out of the system the Duration in Seconds column displays how long the user was online between logging in and logging out the last two columns display how many nodes the user clicked on during the period that they were online 195 knowledgeTools 18 General Administration of the Server The basic administration tasks include the starting stopping and restarting of the server the installation of patches the creation and restoration of backups and the configuration of the server These tasks can be accomplished by using the LOGOS server console and or the LOGOS web console The LOGOS server console is only available in LOGOS installations that are running on MS Windows 18 1 The LOGOS Server Console The following functions are available in the server console e Starting Stopping the Server e Editing the LOGOS Server Configuration e Adding Administrators e Changing User Passwords e Installing Patches e Creating Backups e Restoring Backups NOTE Please note that the LOGOS server console is only available if LOGOS has been installed on a computer that is running an MS Windows operating system The LOGOS server console can only be executed if the user account has administration rights 18 1 1 Starting Stopping the Server NOTE You should only stop or restart the server if you are sure that there are no other users working on
275. utton in the dialog box that appears and the task window will then open In this window the deletion of the dataroom will be displayed as a new task that is to be executed Please click on the gt icon to start the delete process If you want to cancel the delete process then please click on the M icon After the successful deletion of the dataroom the message Completed Successfully will be displayed in the task window Please then click on the T icon to remove the successfully completed task from the task window Navigation in the Dataroom The data in the dataroom is stored in a hierarchical directory structure as used by Windows Explorer In order to display the contents of a directory click on the name of the directory with the left mouse button If the directory contains any files then these will be displayed on the right hand side of the screen If the directory contains subdirectories then a plus sign will be displayed in front of the name of the directory Click on it once to open the directory structure and to display the subdirectories If you move the mouse pointer over the name of the file an information window will appear with the properties of the respective file The following properties will be displayed Filename Technical ID of the file Application type of the file e g Word or Excel Technical checksum of the file Creation date of the file when the file was originally created
276. vailable Access Node Focus Node Green Focus Node Red Focus Node Not Checked Show Slide If you select the action Access Node then a new input field will appear on the right next to the selection list Click on the input field and select the node that you want to access at a predetermined time from the visual display of the tree The actions Focus Node Green Focus Node Red or Focus Node Not Checked always refer to the current node i e the last accessed node If you select the action Show Slide then an additional selection list will appear on the right next to the drop down list This list will display the PowerPoint slides that you have previously uploaded to the server Select the slide that you want to display from this list Click on New Marker to add more events to the script Finish by clicking on the Save button below to save your script and the tutorial The tutorial will immediately be available to all of the users that are authorized to access the knowledgeTool referred to in the tutorial Click on the button to remove an event from the list 173 E knowledgeTools 14 4 Viewing Tutorials All the tutorials that are available on the server i e the tutorials that you possess at least read access for are displayed in the Tutorials tab Whether or not you are authorized to view a tutorial and consequently the list of tutorials depends on whether you posse
277. vel of a newly created law already exists Click on the first subheading and it will be marked by a blue bar 2 Click on the l icon to insert a new structure level New structure levels are always added under the respective selected structure level 3 Enter the title of the new structure level in the window that opens and then click on the Save button knowledgeTools Mozilla Firefox BAX Datei Bearbeiten Ansicht Chronik Lesezeichen Extras Hilfe Start Dossiers Knowledge Tutorials Datarooms Reporting Templates Options Demo Demo Demo Demo englisch publishedin OO Amending laws direct selection fF vao4pd wt Afveazit OG Demo Demo E Fertig Fig The editor for entering the contents of laws You can always rename delete or move individual structure levels e In order to rename a structure level select it by clicking on it with the mouse and then click on the Ej icon e In order to delete a structure level select it by clicking on it with the mouse and then click on the J icon If you do this then the selected structure level and all the contents of the structure level will be deleted However structure levels and contents that are below the selected level will not be deleted 91 knowledgeTools Click on the M icon in order to delete the selected structure level with its contents as well as the subordinate structure levels and their contents Structure levels may be moved both vertically
278. vent of any problems when working with LOGOS you should first check whether your workstation meets the necessary system requirements for working with LOGOS This particularly applies with regard to the version of your web browser the version of Flash player that you have installed and the security settings of your web browser The system requirements with regard to your web browser Flash player and the necessary security settings are described earlier in the User s Manual You should then check whether you possess the necessary access rights in order to perform the required tasks In any cases of doubt please contact the administrator of your server If in spite of meeting the system requirements setting the right security settings and possessing the necessary access rights the problem still persists the problem can usually be resolved by reloading the LOGOS client in your web browser In order to do so click on the Reload button in your browser or press the F5 key NOTE Please note that if you click on the Reload button any data that has not yet been saved will be lost Any data that was already saved in a process can be accessed by reopening the process In certain cases the internal reporting system of the LOGOS server will inform you of problems please refer to chapter 18 2 below 19 2 Reporting Problems The LOGOS server has an internal reporting system that analyses any problems that occur and then
279. verage expected value as well as exact values that have been entered and or calculated in the individual processes and constitute the basis for the calculation of the average Process analysis chart Average expected value Processes 1 006 305 33 2354 738 87 296 004 00 532 384 00 f 296 004 00 259 140 00 Expected values in Fig The diagram illustrating the expected values The vertical Processes axis displays the number of existing processes numbered from 1 upwards therefore there are three processes in the example above In addition to the number of each process the horizontal axis displays the expected value that has been calculated in the corresponding process of the node In the case of an exact expected value e g EUR 10 000 the value is displayed as a single dot The value can be derived from the horizontal Expected Value in Currency axis If instead of an exact value a range of possible values has been calculated e g EUR 5 000 to EUR 10 000 then these values will be displayed as two dots that are connected by a line The red dot represents the minimum expected value and the green dot represents the maximum expected value If you move the mouse pointer over the dots then the precise values will be displayed in a yellow tooltip 193 knowledgeTools The two dotted lines at the opposite ends of the horizontal axis represent the minimum and maximum expected values Both values are also d
280. wledge tree with the help of the logical colour marking system and then save these analyses as processes Expected Values Currency This option is only available if the user has previously set the application type of knowledgeTools to Risk Analysis If this is the case then users can use this option to determine whether in addition to entering and calculating probabilities it should also be possible to enter values In addition the selection list behind it can also be used to determine the currency that is to be used in the knowledgeTools client and the corresponding analyses The users can currently choose between the euro the US dollar and the pound sterling Discussion Forum Send articles as e mail to If this option is activated then the users of the knowledgeTool can also use the forum function If an e mail address has been entered in the input field and a mail server has been 37 knowledgeTools configured in the LOGOS server console then all new forum contributions will automatically be sent to this address by e mail Instructions If there is no text for a node with an AND association then the working instructions can be used to display the alternative text of the child node as a list in tabular form in the text window of the child node in question Link to acts Citations from laws in the additional information texts are automatically linked with the integrated Legal Database in so far as the law in que
281. y possible attached child nodes are also removed Copy Node copies the activated node to the clipboard any possible attached child nodes are not also copied Copy Branch copies the activated node including all of its child nodes to the clipboard 60 o B E knowledgeTools Insert pastes the node s that are in the clipboard behind the selected node Memorise Node creates an instance of the activated node in the clipboard Insert Node Above inserts the node in the clipboard above the selected node Import Tree Section imports a tree section from another knowledgeTool Properties opens the Properties window and displays the properties of the activated node Move Node Up moves a node up one position within a tree section Move Node Down moves a node down one position within a tree section Edit Input Fields opens the dialog box for creating and editing input fields 61 knowledgeTools 6 Editing Additional Information With the Text Editor Depending on the application type that you have selected in the Technical Tree Properties window you will have different categories of additional information available to you see chapter 3 1 3 This additional information may consist of texts images or links The creation and editing of the additional information occurs using an online editor i e directly in the browser window and without the use of any additional software on the part of the user Syste

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