Basic Settings

In the following section, you will find out how to adjust changes to the behavior of the individual Knowledge functions.

Open the Administration > Settings via the navigation menu. The Save button is located at the bottom of the page.

Screenshot: General settings, Overview

System

In the System area you will find general settings for Serviceware Knowledge.


Screenshot: System settings in the administration

System administrator user group
From the drop-down list, select which of the existing user groups should be the system administrators' group.
For example, this user group receives system emails or is assigned content that is not assigned to any user group responsible.
These are usually: Administrator
Licence manager
This field is reserved for the Knowledge administrator.
Limit bookmarks per user
Define the maximum number of bookmarks that can be stored in the Bookmarks tab of each user.
Maximum number of history items
Define the maximum number of entries to be displayed in the list of history entries. History refers to the list of previously viewed content.
Layout
Select a layout from the drop-down list. This layout is used for the entire system, unless other layouts have been defined for individual views.

Search

You can define filters for the search function in the Search area.


Screenshot: Filter selection

From the list of available filters, select those you want to make available to your users.

Content

Configure appearance and behavior and other settings for the Knowledge content.

You have the option of importing a personal layout, setting a Default validity period for texts, defining image size and file types. The file management settings are made in a separate dialog. The settings must be saved within this dialog.

Screenshot: Administration; content settings.

Global user defined CSS
Change parameters on the personal layout of your system, such as colors or fonts of certain elements, by entering CSS parameters. For an introduction to this topic, see https://www.w3.org/Style/CSS/.
When a customized layout is created, the entire Knowledge environment is displayed in that layout. The default layout as well as view-specific layouts are overwritten.
The settings can be made separately for each view. To do so, switch to Edit view.
The user-defined CSS will be applied after saving and carrying out a system restart.
Example: The user interface should have a white font on a blue background. Only the newly defined parameters are overwritten, all other layout settings are retained.
Example: Custom CSS

Show attached files and documents in text by default
Select this option if you want links – if present – to be displayed in a separate area in all texts.
Default validity period for texts
Specify text validity periods in days, weeks or months. Select the system language from the drop-down list.
File management settings
Select this button to enter a file management configuration dialog.
Image dimensions (in pixels)
Define in pixels the sizes in which images can be displayed in texts. The dimensions defined here may be selected by the editorial team members in a drop-down list in the editor at a later stage.
You can specify fixed sizes (300x300) or limit one dimension only (*x300, 300x*). You can define any sizes you want directly in the input field.
Delete a definition via the cross in the upper right-hand corner.
Allow images to be uploaded without scaling
Allow the upload of images of any size.
Default image scaling ratio (in pixel)
Define the default size for images. If no size is selected, the image will be inserted at the default size.
Duplicate detection: Before uploading, check whether files already exist in the file manager
If you want duplicate detection, select the selection box.
View Office files as PDF previews
If Office files are not to be opened in the corresponding application but are to be displayed as a PDF preview, check the selection box.
Default content language
Select the language to which content is assigned by default if no other language is specified.
Prioritisation of content language
Specify the order in which languages are displayed in the tree.
Specify which languages have priority over others when displaying search results. If there are no search results in the language with the highest priority, results are displayed in the language with the next highest priority.

Messages

Define the behavior of messages.

The following parameters are available for definition.

Screenshot: Message settings

Default message recipients
Select whether you want to include all user groups or no user groups in the message distribution list.
Default message recipients “save & message”
Select whether you want to include all or no user groups with read permission in the message distribution list.
Display text template in messages to texts
If you want to offer text templates when creating messages for texts, activate the selection box.
Allow external messaging
If you want to allow the sending of messages to external contacts, activate the box.
Defaul validity period for messages
Select a period of time after which the message will be deleted from the recipients; set a value, then assign the unit in days, weeks or months.

Text editor

Select the settings for the editorial team members' work using the text editor.

Define the editors' design options when working with the text editor and determine text templates.

The list of existing templates is shown in the upper part of the window. You can delete them or edit them via a dialog. In addition, you can save the changes via a dialog. Add new style You have to save the changes within the dialog each time.


Screenshot: Administration; text editor

Add new style
Design a new style sheet.
Title
Enter a title for the new style sheet.
CSS class
Enter a name for the CSS class.
Font family
Select a font from the list of available fonts.
Size
Select a font size in pixels (pt).
Font color
Define the text color via the dialog. You can set the color using sliders or specify it in HEX, RGB or HSV format.
Style
Select the highlighting type from the drop-down list.
Type
Choose the paragraph alignment, Inline or Block.
Font family
Choose the font for the default text of the Knowledge texts.
Default font size
Choose a font size in pixels (pt) for the default text of the Knowledge texts.
Enable embedded video
Activate or disable playing videos in Knowledge texts.
Enable modern CKEditor
Activate or disable the CKEditor.
The use of the CKEditor means that while writing, you can see the texts similarly to the way in which the consumer will see them at the end.
Activate editor functions
Select the plug-ins you want to use for text composition from the list of supported plug-ins.
Activate plug-ins not supported by Knowledge
Note that these plug-ins may cause malfunctions.
Select the desired plug-ins from the list of possible text elements.

Email

Activate or disable the sending of attachments in emails.


Screenshot: Administration; email settings

Emails with links
activated: Attachments can be added to the emails.

Functions

Manage and activate additional functions.


Screenshot: Administration, functions

Deleting requires an additional user confirmation
activated: Before deleting content in Knowledge, an additional dialog appears notifying you that a code must be entered for the content to be deleted.
AI integration
The functions which are set up with Artificial Intelligence (AI) support are shown here.

Screenshot: Functions; artificial intelligence-integration

Content creation assistant
Once enabled, the content creation assistant actively suggests appropriate values for paths, categories, and tags.
The content creation assistant also helps editors create content by picking out text elements that deal with a similar topic.
AI widget
Activate the AI function for widgets.
View selection for the AI widget
Select the views you want to see in the AI widget. You can also set all views or none.
Enable continuous data synchronization
AIf you want to continuously synchronize data between the AI widget and the server, activate this function.
The content createn assistant assists while typing
If you want to be assisted by the content creation assistant while typing text, activate this function.
Number of results initially displayed in the content creation assistant
Decide how many results the content creation assistant should display in a list.
Delay after last input until the cca reacts (in seconds)
Enter a value in seconds after the last text input after which the CCA reacts.
Templates
Decide whether you want your editorial team to work with templates.
If you want to work with templates, select the desired template set from the drop-down list.
Enable text block templates
This function allows the editorial team to work with templates at text block level.
Show messages in the top right corner
Allow the display of messages in a field in the upper right-hand corner of the Knowledge screen.

Statistics

Enable the statistics function and activate tracking.

Knowledge enables the tracking of requests from widgets. Do this by assigning names to the referrer URLs.
Screenshot: Mapping for referrer URLs to channel titles

Knowledge Activate BI
Activate or disable the statistics function of Serviceware Knowledge.
Mapping of referrer URLs to channel titles
The URL of the website in which a widget is embedded is sent along in the referrer URL – the URL of the last page visited. For tracking to be traceable, define the name to which the referrer URL maps.
Unassigned URLs are collected as Knowledge widgets.
Example: If three widgets are in use, but only two mappings are defined, the third widget is tracked as a Knowledgewidget.
Note: Past calls cannot be tracked.

User

Define which actions are to be performed when a new user account is created.

Select from the following options:
Screenshot: Administration, user settings

User email address is mandatory
The system will not accept users unless an e-mail address is provided.
Create contact on user creation
When a new user is created, a contact is created at the same time. Contacts can be found and written to in the system.
Enable standard view for users
A default view is defined for the user.

Password security

Define the security of the passwords to be assigned in your system.

The password is initially created by the administration when the user is created. Users can change their password via the password safety settings.

Screenshot: Password security; settings by administration

Uppercase
If this option is enabled, the chosen password must contain at least one upper-case letter.
Lowercase
If this option is enabled, the chosen password must contain at least one lower-case letter.
Digit
If this option is enabled, the chosen password must contain at least one number.
Special character
If this option is enabled, the selected password must contain at least one special character.
Password length
The number entered here defines the minimum length of the password in characters.
Password history
The number entered here defines the minimum number of different passwords that must be selected before a previously used password can be re-used.
Password age
The number entered here defines the period in days after which the set passwords will expire.
Max. failed logins

The number entered here defines the number of incorrect log-ins after which a user account will be disabled.