Description
298
268
Enterprise
Community
CBMS.sh
June, 15
The tool does not require extra dependencies beside standard CBMS apps
This is a full-featured CBMS knowledge management tool to be used in any industry and by any firm. The app serves to accumulate, to curate, to utilize, and to share organizational knowledge within your company and outside it.
Documentation:
https://mycbms.com/docs/4/knowsystem-knowledge-base-system-10
– a core of knowledge management. It might be used stand-alone as a complete internal knowledge base system.
Its price is
298
268 .
– an optional module, which let you publish articles to website, share them with portal users, and use website builder to update articles. The features assumed by this add-on are marked by the icon .
Its price is
40
36 .
– an optional extension to KnowSystem: Website and Portal to design website documentation pages based on knowledge base articles. The features assumed by this add-on are marked by the icon . Read the full description on the related page.
Its price is
99
89 .
– an optional module, which let you add and show custom fields for articles (backend). The features assumed by this add-on are marked by the icon .
Its price is
48 .
– an optional free module, which shows custom fields on website and portal pages (frontend). The features assumed by this add-on are also marked by the icon .
– an optional module, which let you translate articles, sections and tags for installed in CBMS languages. The features assumed by this add-on are marked by the icon .
Its price is
10
9 .
Fast and comfortable knowledge recording
Drag and drop building blocks of the backend or website editors to construct professional looking articles. Create and use knowledge templates. Switch to raw code editor if needed
Single view KMS navigation
Filter articles by hierarchy of sections, by tree of tags, or by knowledge types. Select articles step by step and proceed mass actions. Sort and search in seconds
Get benefit of knowledge
Instantly access knowledge base from any CBMS documents. Reference articles in messages. Organize learning tours. Print or share knowledge. Prepare instructions, guidelines, FAQs
Wiki-like revisions
Restore any article version at any moment: the app keeps history of knowledge updates. Breaking becomes harder than restoring
Portal or public knowledge base
Share articles with your partners or publish knowledge for any website visitor
Website documentation builder
Combine organizational knowledge into advanced documentation with comfortable navigation and search
Knowledge system statistics
Control views of articles, likes and dislikes, contributions. Motivate discussions
Applied in any functional area
Use the app for any knowledge management business goal and for any set of CBMS apps.
Best knowledge base system for CBMS!
Excellent app and exceptional after-sales support.
Really well thought-out product and one of the best features is the contextual help by means of the tags. Really a game changer for us.
Keep up the great work CBMS!
A great tool from some very nice developers!
KnowSystem is a great tool and a game changer for us. Finally a place to put all our company know-how. I highly recommend it. And also important to us: We got great support from CBMS too. A rare thing in this busy world. thx!
Excellent system
Excellent system.
Great app and professional team
The app is great the the team is very professional in both response timing and problem solving.
Highly recommended.
Marco from ALO.zone.
Excellent app and support.
Great app and a very helpfull support. Openess to improve their products is outstanding.
Very functional application and responsive support
Our company produces medical laser equipment and we use KnowSystem to streamline the knowledge base of our company. Convenient search system and classification of content, as well as access rules for groups and even for individual users.
KnowSystem is excellent – CBMSTools offer great support, are very helpful and responsive
Our company needed the ability to add a Knowledge Base to our CBMS portal website for our customers to access article content on a membership-only basis. KnowSystem provided this and much more, along with ability to add search by section, set permissions to allow only certain partners access to articles by tag etc. CBMSTools have been very helpful and implemented several features we suggested including automatic redirect upon login, customisable filters and a social sharing capability on articles. Overall a great app by a great company, something that massively adds to CBMS’s capabilities and is something that everyone could benefit from using.
Single-view knowledge navigation
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Prepare hierarchy of knowledge sections to instantly switch between knowledge areas
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Define tree of tags for quick navigation and deeper knowledge structuring
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Introduce knowledge base typology to distinguish kinds of articles in a single click
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Create, update, and reorder tags, sections, or types right from the KnowSystem interface. Print all articles related to a certain tag or a section
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Instantly search KMS sections and tags right on the navigation panel
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Manage and launch learning tours
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Sort knowledge articles by views, score of likes, title, author, section, create and write dates
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Pick articles up step by step: the selection is not cleared with a new search or when you opened a record. Proceed mass action(s) for all chosen items
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Update knowledge in batch: assign new section, change or remove tags, print multiple articles as a single PDF, follow / unfollow discussions, publish / unpublish articles, export articles to an Excel table, archive or restore items, add articles to learning tours and documentations, mark knowledge records as favorite, duplicate articles
Fast, comfortable, and professional knowledge recording
Safe backend editor
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Drag and drop building blocks to write a new article right in the CBMS backend interface. The process is simple while the result is professional looking
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Edit blocks styles, re-order Knowledge elements, change width and height of items
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KnowSystem editor relies upon strict HTML structures which are in the most cases compatible with printing and messaging layouts
Advanced website builder
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Apply advanced styles and complex widgets by using CBMS built-in website editor
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Exploit CBMS website know-hows: numerous snippets and animations, style templates and options
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Rely upon website editor to prepare nice-looking portal knowledge pages. Avoid using that for internal or printing purposes: advanced styles often contradict printing and composer layouts
Raw HTML interface
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At any moment switch to raw code view to update articles HTML
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Optionally replace the backend editor with XML editor to rely fully on the website builder and edit only raw code in the backed
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Introduce any HTML tags and styles, including bootstrap ready elements and iframes
Knowledge templates
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Prepare new knowledge templates or save any existing article as a template
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Use templates to create new articles to save time or keep uniform styles
Get benefit from your knowledge
Knowledge system for any CBMS document
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Turn on the setting ‘Articles by Documents’ to add the quick entry for Knowledge base from any CBMS form view
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Search articles by tags, section, or content in a few clicks for a quick overview
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Link knowledge tags with CBMS document types to simplify search of articles. For example, assign helpdesk tickets to the tag ‘CBMS ODOO / helpdesk’: the latter would be entered by default for support requests objects
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Observe article content right from any CBMS object: there is no need to always switch to the KnowSystem advanced interface
Apply to knowledge in communication
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Turn on the option ‘Articles in Email Composers’ to let users reference or cite Knowledge records in CBMS messages
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Quickly observe articles related to a current document discussion. Instantly reference those by applying the CBMS editor command ‘/’ > KnowSystem
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Update message body with knowledge content (it would be added to the end of a current message)
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Attach a PDF version of referenced article or articles
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Share a public knowledge link with your colleagues or partners
Organize learning tours
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Turn on the option ‘Tours’ to be able to combine articles in a sequence of learning steps
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Add any knowledge to a tour in any order
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Launch a tour to follow certain steps of study one by one in the special interface
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Share learning tours with everybody or specific user groups. Control employees’ progress in getting familiar with instructions and guidelines
Share and publish knowledge
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Turn on the setting ‘Portal KnowSystem’ to give KnowSystem access for external partners, ‘Public KnowSystem’ – for website visitors
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Configure KnowSystem tags or publish articles to share knowledge content
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Combine articles in advanced documentation to cover certain aspect of organizational or functional knowledge
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Turn on the option ‘Portal Documentation’ and ‘Public Documentation’ to make that documentation available for portal and public users respectively.
Website documentation builder
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Combine articles into advanced documentation sections to cover a certain business, organizational, or functional aspect
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To create a new documentation section just select and order KnowSystem articles. The app would generate a website page automatically
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Each KMS article might be used several times for different documentations
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The tool allows preparing an unlimited number of documentation pages structured by categories
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Flexibly customize documentation pages: show or hide introductions and footers, turn on/off search bar and table of contents, add or remove preview images and texts
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The app lets flexibly share documentation categories and sections. Publish required documents to make them available for everybody, assign KnowSystem tags – to grant an access for chosen CBMS partners
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Depending on user rights documentation might look different. Define what to do if a documentation user does not have access for included articles: to neglect restrictions, not to show that knowledge pieces, or to show a security warning
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Optionally show table of contents for comfortable and quick navigation. Table of contents is constructed automatically according to headers of included articles
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Turn on the search bar for documentation. It is possible to find matches in a whole text or only in headers, to make key words case sensitive or insensitive.
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Apply versioning for documentation to avoid double work in preparing specifications, user manuals or software guidelines.
Partner knowledge base portal and public knowledge system
Knowledge in CBMS portal
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KnowSystem lets organize a web portal personally for each CBMS partner by selecting articles to be shared. To that end turn on the option ‘Portal KnowSystem’
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Design an article especially for a definite company, or use the same knowledge experience among multiple clients
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Knowledge articles are available for portal users if: (a) the articles are published; (b) the articles have user-related tags
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To assign a KnowSystem tag for a partner do one of the following: (a) go to a partner form and enter the field ‘KnowSystem tags’; (b) on a tag form define ‘Allowed partners’
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Optionally allow partners to print knowledge pieces, like or share articles
Public KMS
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To make self service possible: make your knowledge base available also for unauthenticated users. To that end turn on the option ‘Public KnowSystem’
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Only articles which are published would be available for visitors
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To publish specific knowledge parts: apply the mass action ‘Publish’ or push the button ‘Actions > Publish on website’ on an article form
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To show tags and article types in portal and website do not forget to publish them. Knowledge sections would be shown only if they have articles for observation
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Customize the knowledge portal: hide/show the navigation by tags and types or the whole navigation, prepare introduction or navigation hints, add section tooltips.
Interactive and evolving knowledge base
Team work and use
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The history of articles revisions is kept in CBMS in a similar way it’s done in Wikipedia. If one of user breaks something, it takes 2 clicks to recover a proper knowledge version
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Users might take part in article discussions and be subscribed for updates
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Control statistics by articles: contributors, number of views, likes and dislikes, how frequently they are used in messaging, who mark them as favorite
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Set activities to improve knowledge base
Multi lingual knowledge
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KnowSystem lets you translate articles to installed in CBMS languages. In such a way users might read and edit articles in a language from their preferences
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To avoid double work, article content might be copied from another language (the button ‘Copy from another translation’ under the article content). Simultaneously, make sure you actually require multi lingual regime: all articles should be anyway kept updated in all CBMS languages
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To update knowledge translation you should change your user preferences to a required language. Then, go to an article and introduce changes as usual.
Any business and functional area
KnowSystem is a universal knowledge management tool which might be configured to any business goal and any set of CBMS apps: for helpdesk, marketing, IT, HR, project management, so on and so on. Typical use cases are:
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Helpdesk – once faced a challenge, its solution might be recorded in KnowSystem for repeated usage by co-workers and for self-service by clients
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Sales and CRM – salesperson helper to find information about products, offers, frequently asked customer questions
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Project management – to keep and easily retrieve knowledge of existing solutions, tools, hints, and experiments
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HR – to prepare instructions, guidelines, learning tours and trainings, and any codified knowledge of routine in your company
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Marketing – to organize CBMS online library of product use cases, expert knowledge and well structured documentation
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Legal issues – systematize your policies, contract and approval managements, keep the full classifier of trademarks, licenses
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Informational technologies – share easy-reached manuals and configuration guidelines.
Custom knowledge system attributes
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Custom attributes’ creation does not require any technical knowledge. In order to show a new property for knowledge base articles, just add a new field and enter details
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It is possible to add custom fields of the following types: single line text (char), simple text without formatting (text), rich text (HTML-formatted text), integer or float numbers, drop-down choice with your own options (selection), checkbox (boolean), date or date and time, binary (a file to upload), reference to another CBMS document (e.g. for a sale order, contact; many2one)
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The tool lets you comfortably select an interface position of a custom field from a closed list of options
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Distinguish knowledge articles by types in order to show properties only for suitable ones. Thus set of attributes for ‘user guidelines’ and ‘technical specifications’ might be different
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Mark a custom field required to force users enter values
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The app might work for both KnowSystem backend and knowledge share portal
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Custom knowledge system fields might be imported and exported
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The rights to create custom fields belong only to KnowSystem administrators.
Secured and shared knowledge
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Security for internal and for portal/public users differs
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For the company employees: KnowSystem considers user groups which are defined per articles, sections and tours. Look at the tab ‘Restrict to’ on forms of those objects. If that field is not defined, a document is considered ‘global’ and each internal user may read it
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For portal / public users: KnowSystem takes into account tags and whether an article is website published. A knowledge tag has a field ‘Allowed partners’, which may grant an access to portal users for articles with this tag. Website published pages are available for any external visitor
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Rights to administrate CBMS knowledge management system belongs to 2 user roles: KnowSystem Editor and KnowSystem Administrator. If you want a user to create and edit articles, a user should belong to one of those groups
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CBMS user always may access an article if he/she is an author of that article disregarding further restrictions
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Rights for a knowledge section is defined not only according to this section but also according to all its parents. For example, if a user can’t access ‘sales’, he/she would not be able to access ‘sales / crm’ disregarding whether ‘crm’ is available for his/her user group.
CBMS user
|
KnowSystem Editor
|
KnowSystem Admin
|
Portal user
|
Public user
|
|
Articles |
read related to his/her user groups and sections |
read, create, edit, archive related to his/her user groups and sections |
read, create, edit, delete any |
read published articles and articles related to partner-related tags |
read published articles |
Sections |
read related to his/her user groups |
read, create, edit, archive related to his/her user groups and sections |
read, create, edit, delete any |
read all sections of available articles |
read all sections of published articles |
Tags |
read any |
read, create, edit, archive any |
read, create, edit, delete any |
read published ones |
read published ones |
Article Types |
read any |
read any |
read, create, edit, delete any |
read published ones |
read published ones |
Tours |
read related to his/her user groups |
read, create, edit, delete related to his/her user groups |
read, create, edit, delete any |
no access |
no access |
Misc |
may like / dislike, add to favourites, print, take part in discussions |
may configure options |
may like / dislike an article |
Revisions assume recording not only text changes, but also any updates in styles (technically, when you change HTML source code of an article). Some of those might be not clear from the first glance (e.g. a changed font size of a single word). Others might be drastic. However, any set of action Edit > Change anything in an article > Save would result in a new revision.
In KnowSystem, a section becomes visible on a website if it is published and contains at least one article. Even when it has subsections, it will not be visible, if there isn’t a single article in the section itself. This was made to avoid seeing empty sections, and make KnowSystem portal look appealing and easy to navigate through. If you want the section to be shown on the website, you can add one introductory or general article, which briefly describes or lists articles in subsections.
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Right click on any tag on the left navigation panel – Create
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Find the field ‘Allowed partners’. For example ‘clients – azure interior’ to set up an access for the partner ‘Azure Interior’. You can do the opposite: assign KnowSystem tags right on a partner form
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Now go to a required article (or you can proceed the same using the action ‘Mass update’ for multiple records):
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If it is published: unpublish it if you don’t want to make it available for all portal users and public visitors
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Assign a newly created tag (in the example it is ‘clients – azure interior’)
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Now:
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All portal users related to the commercial partner ‘Azure Interior’ have an access to the articles with the tag ‘Azure Interior’
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No other portal users (if different tag is not assigned) have an access to those articles
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Internal users are not influenced and can observe articles according the ‘access to’ logic of articles and sections.
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The button ‘translate’ is not added to the article’s body by the optional add-on ‘KnowSystem: Multi Languages’ on purpose. The reason is that HTML code is very difficult to translate in a simple popup body assumed by the button. There would very little text to translate and a lot of HTML parts (which also might be broken by the translator).
That’s why it is assumed that to make an article on a certain language, you should log in under this language user. It might be a different user, or you can temporarily change your current user preferences. After that any updates made in article body would be done in that user language.
Also you can use the button ‘Copy from another translation’ under the article body, which allows at any moment get the article content from another language (useful in case article has been significantly updated in one of languages).
To that end you may use iframes. Switch an article to the raw HTML code editor and insert, for example, <iframe src=”https://mycbms.com/” style=”width:100%;min-height:600px;”> </iframe>.
Most probably you haven’t granted KnowSystem rights for your user. Choose the right ‘KnowSystem Editor’ or ‘KnowSystem Admin’ refresh a page. The control buttons should be now shown.
Yes, by applying a user group (e.g. ‘Sales Manager’) which should pass this tour. If a user belongs to this group, he/she would see this tour. If not, the tour would not be shown. It works in the same way as security rights for KnowSystem articles and sections.
Take into account that if a tour doesn’t have assigned groups, it is ‘global’ and it would be visible for everybody.
The header and the footer for articles PDFs is taken according to the company layouts. Please have a look at Settings > General Settings > the section Business Documents. Here you may define the company template which would be used for all document types, including invoices, sale orders, etc., and for articles as well. Such CBMS approach assumes that footer and header is a general company style, not an attribute of specific printings.
Each article has an internal (backend) and website URLs (in case the option ‘KnowSystem: Website and Portal’ is installed). Click on the ‘Info’ button on an article form to know website addresses of this record. You can insert any into your article body as a hyper link.
Yes, to that end turn on the debug assets (on the settings overview screen) and get back to a current article. In the edit mode you will see the special icon ‘</>’. Click on this icon to observe and edit HTML and styles.
According to the current CBMS Apps Store policies:
- every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
- starting from the version 13.0, every version of the module should be purchased separately.
- disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.
Take into account that CBMS team does not control those policies. By all questions please contact the CBMS Apps Store representatives directly.
The easiest approach is to use the CBMS store built-in workflow:
1. Open the module’s page and click the button Deploy on CBMS ODOO.sh
2. After that, you will be redirected to the GitHub page. Login to your account and click ‘Create a new repo’ or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your CBMS.sh project
3. Then, go to CBMS ODOO.sh and click on the deploy button, submit the decision in the pop-up window and click ‘Continue’. The action will trigger the installation process.
These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the CBMS store
2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by CBMS ODOO.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the CBMS ODOO.sh project or wait until it is automatically built if your settings assume that.
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Unzip source code of purchased tools in one of your CBMS add-ons directory
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Re-start the CBMS server
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Turn on the developer mode (technical settings)
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Update the apps’ list (the apps’ menu)
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Find the app and push the button ‘Install’
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Follow the guidelines on the app’s page if those exist.
Yes, sure. Take into account that CBMS automatically adds all dependencies to a cart. You should exclude previously purchased tools.
No, we distribute the tools only through the official CBMS apps store
Regretfully, we do not have a technical possibility to provide individual prices.
No, third party apps can not be used on CBMS Online.
Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.
Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard CBMS module tests compare final price to standard algorithm.
So, first of all, please check deployed database features. Does everything work correctly?
If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).
The price for our modules is set up in euros. The CBMS store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.
KMS: single entry for navigation and actions
Knowledge base smart selection and mass actions
Knowledge base system interface
Knowledge backend editor: drag & drop building blocks
Customizable CBMS knowledge view
CBMS website builder for knowledge creation
KMS: raw HTML editor instead of backend building blocks
Reference articles in discussions
Use knowledge base for communications
Instant access to knowledge base
CBMS knowledge quick search
Link CBMS documents with articles
Wiki-like revisions history
To restore is easier than to break
KMS article administration
CBMS KMS statisitics
Print articles as PDF
Mass update of KnowSystem articles
Knowledge as learning tours
Combine articles into CBMS learning tours
CBMS documentation overview
CBMS documentation builder
Comfortable navigation over documenation
Instant search over CBMS documentation
Combine knowledge articles into documentation
Customizable CBMS documentation view
Custom options for documentation
Set up CBMS documentation
Documentation structured by categories (backend)
CBMS knowledge base portal and website
Share knowledge with portal and public users
. Customize knowledge portal appearance
Knowledge base section and user rights
KMS tag to navigate and set up security
KnowSystem: configuration and optional features
CBMS KMS: website settings
KnowSystem articles custom fields
Custom knowledge attributes
Restrict access for each article
Knowledge base: secured and shared
CBMS demonstration databases (live previews)
For this app we might provide a free personalized demo database.
To demand such database: press the button “Live Preview” on the top of this page or copy the link https://mycbms.com/s/tjnqxo
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.
To send us a bug report: press the “Website” link on the top of this page and push the button “Bug Report” (the tab Support). Alternatively, copy the link https://mycbms.com/s/kdh1mk
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screen shots, CBMS server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).
Public features request and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.
Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas: press the “Website” link on the top of this page and push the button “Share Features Ideas” (the tab Support). Alternatively, copy the link https://mycbms.com/s/hkw3xd
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
New features and extra CBMS services (individual development)
Each of our apps might be customized and extended to suit your specific requirements.
Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of CBMS services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.
To contact us for details and conditions: press the “Website” link on the top of this page and push the button “Request Individual Customization” (the tab Support). Alternatively, copy the link https://mycbms.com/s/irfhb6
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us by any other concerns, doubts, or questions: press the “Website” link on the top of this page and push the button “Raise Question” (the tab Support). Alternatively, copy the link https://mycbms.com/s/hcbonv
About the team
CBMS (mycbms.com, former CBMS ODOOtools.com) is the team of developers and business analysts to help you extend CBMS potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful CBMS apps developed. We are open for new ideas and challenges to create the best CBMS apps for business needs all over the world.
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