Add File Knowledge - Management and Connector Configuration

This document provides a detailed walkthrough for managing File knowledge sources within a platform. You will learn to add, manage, and configure file sources while controlling user access and maintaining system efficiency.

Step 1

Open the main menu to access more platform features and settings.

Step 2

Select Knowledge Management to manage all your knowledge sources and resources.

Step 3

Click Add Knowledge to start integrating new sources into your knowledge base.

Step 4

Switch to the Organization Connector tab to manage sources available organization-wide.

Step 5

Click the Add button in the Files section to start adding a new file source.

Step 6

Enter a descriptive name for your new file source in the Knowledge Name field.

Step 7

Click Browse to select a file from your computer to upload as a knowledge source.

Step 8

Press Add Group Permission to define which user groups can access this file source.

Step 9

Select a user group, such as All-Owner-Admin, to grant them permission for this file source.

Step 10

Click Add Permission to confirm group access for the chosen file source.

Step 11

Click Save to finalize adding the file source and apply your permission settings.

Step 12

Select Existing file to view your uploaded documents.

Step 13

View your newly uploaded file in the file base to confirm it's added.

Step 14

Confirm your choice to permanently remove this file by selecting Delete.

Step 15

Click delete to delete the file, or cancel to close.

Step 16

Begin your review by selecting the file you wish to analyze.

Step 17

Access detailed insights for your files by selecting View Logs.

Step 18

After analyzing the logs, click the X button to close.

Step 19

Select Knowledge Objects to see all files in the knowledge base.

Step 20

Click the search icon to quickly locate a specific knowledge object within your indexed data.

Step 21

Press Run Indexing to start a new scan and update content for your knowledge connector.

Step 22

Access View logs to monitor activity or check for errors within your connector's operations.

Step 23

Select Close to exit the Log Details dialog after checking indexing events or errors.

Step 24

Use Edit to change connector configuration or update details for your website source.

Step 25

Click the close (X) icon in the Edit Knowledge dialog to cancel and close the window & save to changes.

Step 26

Click Delete to initiate removal of the entire connector.

Step 27

Select Close in the confirmation dialog to cancel the deletion and retain your connector.

Step 28

Use Refresh to ensure you are viewing the most current configuration and operation data.

Step 29

Click Back to connector list to return to the overview of all available connectors.

Step 30

Here all the files uploaded and other Other connectors data stored as well are stored in the knowledge bases are shown in this Manage knowledge tab.

Step 31

If you want to configure file data sources for Files , open the Knowledge Management section and select Add Knowledge.

Step 32

In Add Knowledge section, Switch to Individual Connector to view and manage sources tied to individual connector.

Step 33

Select the Files connector option to manage file upload settings.

Step 34

Set the maximum number of files users can upload in this field to control storage and compliance.

Step 35

Enter the largest file size allowed (in MB) to limit individual upload sizes and optimize system performance.

Step 36

Collapse the Files section to keep the interface clean after updating limits.

Well Done..!!! You are now ready to Add File Knowledge sources in the platform.