My Knowledge

Introduction

My Knowledge is a personal knowledge management system that enables users to connect and manage their information from various sources. This documentation outlines how to configure and use My Knowledge connectors, including setup procedures for administrators and usage instructions for end users.

Table of Contents

• My Knowledge
  • Introduction
  • Table of Contents
  • Administrator Configuration
    • Accessing Connector Settings
    • Configuring Outlook Connector
    • Configuring Web Connector
    • Configuring Files Connector
  • User Guide
    • Accessing My Knowledge
    • Setting Up Outlook Source
    • Managing Personal Connectors
  • Important Notes

Administrator Configuration

Accessing Connector Settings

Administrators (admin and super admin) can configure My Knowledge connectors through the following path:

1. Navigate to Knowledge Management
2. Select Individual Connector
3. Locate the three available connectors: Outlook, Web, and Files

Configuring Outlook Connector

To configure the Outlook connector:

1. Click the plus (+) dropdown icon to expand the Outlook connector settings
2. Enter the following credentials:
   • Client ID
   • Client Secret
   • Tenant ID
3. Click Save to apply the configuration

Configuring Web Connector

To configure the Web connector:

1. Click the plus (+) dropdown icon to expand the Web connector settings
2. Specify the number of web pages allowed
3. Set whether recording should be enabled
4. Click Save to apply the configuration

Configuring Files Connector

To configure the Files connector:

1. Click the plus (+) dropdown icon to expand the Files connector settings
2. Set the file limit
3. Specify the file size limit
4. Click Save to apply the configuration

User Guide

Accessing My Knowledge

Once administrators have configured the connectors, users can access My Knowledge and view all enabled knowledge sources:

1. Navigate to the My Knowledge section
2. All configured connectors (Web, Outlook, Files) will be visible

Setting Up Outlook Source

To set up an Outlook source in My Knowledge:

1. Click the plus (+) icon to expand My Knowledge
2. In Add Outlook Source:
   • The knowledge name will be locked (automatically set to your Outlook email ID)
   • Select the number of months of emails to extract
   • Enable or disable recurring synchronization
   • Set the scheduler time for recurring jobs
3. Click Save to create the knowledge source
4. The system will begin extracting data from your Outlook account

Managing Personal Connectors

Users can review and manage their personal connectors:

1. Access existing knowledge sources from the My Knowledge section
2. Review Outlook knowledge, website connections, and other sources
3. Manage settings for individual connectors as needed

Important Notes

• Personal connectors are visible only to the user who created them and cannot be accessed by other users
• For file connectors, the recurring value will display the setting established by the Super Admin in Add Knowledge
• Personal connectors operate similarly to Add Knowledge connectors but are specific to individual users
• Users can manage their personal connectors through the existing knowledge interface or directly via the My Knowledge section