Redmine Knowledgebase plugin

This plugin adds a professional knowledgebase functionality to the Redmine project management application.

Introduction

Redmine (www.redmine.org) is just plain awesome, and has proven to provide 90% of the functionality I need. The one feature that was missing was a usable knowledgebase component. I've looked at some of the open source solutions available, but couldn't find anything that fit my needs exactly. Seeing as Redmine is so easily extended, I figured why not create it for this platform instead of starting yet another project from scratch :P

Features

• Knowledgebase articles per project
• Categorization of Articles
• Article ratings
• File attachments
• Article Comments
• Article Tags
• Wiki macros
• Permissions

Requirements

Note that whenever possible, the necessary plugins for the knowledgebase have been stripped into the project (so they're not setup as plugins, but modules). The copyright information has been preserved when available, and the links are provided below. I figure if there's ever a need for these plugins in the greater Redmine application, they can be incorporated into the trunk at that point and called accordingly.

• acts_as_viewed (http://rubyforge.org/projects/acts-as-viewed)
• acts_as_rated (http://rubyforge.org/projects/acts-as-rated)
• acts_as_taggable_on_steroids (http://github.com/jviney/acts_as_taggable_on_steroids)

Redmine Knowledgebase Plugin install guide

Overview (Linux/UNIX systems)

To install the Redmine Knowledgebase Plugin, you will need to have command line access to the server where Redmine is installed, and be able to work as the root user.

Downloading and installing the Knowledgebase Plugin

To download the files for the plugin, run the following command from the Redmine application root directory, as the root user:

script/plugin install git://github.com/alexbevi/redmine_knowledgebase.git

This downloads the files for the plugin from the GitHub repository, and installs them in the $redmine_root/vendor/plugins/redmine_knowledgebase directory.

After the plugin has been installed, you will need to do a db migration to update your Redmine database (make a backup of the database before running this command).

In the Redmine application root directory, run this command as the root user:

rake db:migrate:plugins RAILS_ENV=production

More information on installing Redmine plugins can be found here: http://www.redmine.org/wiki/redmine/Plugins

After the plugin is installed and the db migration completed, you will need to restart Redmine for the plugin to be available.

Redmine Knowledgebase Plugin User Guide

Overview

Once the Redmine Knowledgebase Plugin is installed, Knowledgebase articles are managed and controlled at the project level. After enabling and setting the right roles/permissions, each project will have its own categories and articles. Knowledgebase will appear as a tab view per project.

Configuring the Knowledgebase

To start using the Knowledgebase plugin, go to your project Settings -> Modules and enable Knowledgebase. Then, go to Administration -> Roles and Permissions. Select a role (e.g. Non member). Under Knowledgebase, add at least Manage Articles and Manage Article Categories permission (to test functionality; later apply real permissions for your users). Select any other that apply and Save. See Permissions section for more information.

This takes you to the default page for the Knowledgebase, with this text: "There have been no articles added". To the right is a green circle with a plus (+) sign, and the link to add a New Category.

Click on New Category. This takes you to the Create Category page.

• Root Category - since this is the first category, this is checked by default. Root Categories show in the right hand Browse by Category sidebar.

• Title - give the new category a title relevant to your needs. This title will show in the Browse by Category sidebar as a navigation link.

• Description - provide a description of the category. This description will show on the category main page.

Click on Create to create the new category. You can edit this information again once the category is created by using the Edit link on the category main page.

The first category created is the Parent Category for all new Categories.

You can continue to create as many new categories as needed, and add more new categories at any time. See Using the Knowledgebase for information on how to create sub-categories and add Articles.

Once you have added categories to the Knowledgebase, there will be a Jump to Category drop down menu on the Knowledgebase Home page. You can use that to navigate to any category or sub-category. You can also navigate to categories (not sub-categories) by clicking on the category name in the right hand Browse by Category side bar.

Knowledgebase Permissions

The following permissions are available:

• View articles
• Create articles
• Edit articles
• Manage articles
• Create article categories
• Comment and rate articles
• Manage articles comments
• Manage article categories
• View newest articles
• View most popular articles
• View top rated articles
• View recently updated articles

For granular permissions, create specific Knowledgebase roles, associate the permissions and add them to a project. The Knowledebase home page statistic quadrants will appear or dissapear, based on the View permissions.

Using the Knowledgebase

Once you have enabled the module, set proper permissions and created categories, you can then add articles and sub-categories.

Creating Sub-categories

To create a sub-category, click on a root category in the right hand Browse by Category sidebar, or use the Jump to Category drop down menu from the Knowledgebase Home page.

Once you are on the main page for that category, click on the New Category link on the right side of the page. This takes you to the Create Category page.

• Root Category - uncheck this box if you want this to be a sub-category

• Parent Category - choose the relevant parent category from the drop down menu

• Title - give the new sub-category a title relevant to your needs

• Description - provide a description for the sub-category. This description will appear on the sub-category main page.

Click on Create to create the new sub-category. You can edit this information again by using the Edit link on the sub-category main page.

You can have sub-categories of sub-categories.

NOTE - sub-categories do not appear in the right hand Browse by Category side bar. Sub-categories only appear in the Jump to Category drop down menu on the Knowledgebase Home page, or in the category main pages.

In the Jump to Category drop down menu, sub-categories are shown with a leading > , sub sub-categories with a leading >> , etc.

Creating Articles

To create an Article, navigate to a category or sub-category, and click on the Create Article link. This opens the Create Article page.

• Category - select the category or sub-category from the drop down menu

• Title - give the article a relevant title

• Summary - a short summary of what the article is about. This shows under the article on the category or sub-category main page.

• Content - the content of the article. The Content section uses the Redmine Wiki formatting syntax, so anything that is possible in the Redmine Wiki is possible here.

• Tags - add tags to the article Separate tags or tag groups with commas. Global tag search is currently not implemented, but is in development. Tag search is currently only available at the Article level.

• Files - attach any files or images to the article, along with an Optional description. Note that the maximum size of the files or images that can be uploaded is 5MB.

Click on Create to add the article. Click on Preview to see how the article will look and make any necessary changes before adding the article.

Managing Articles

Once you click on Create to add the article, you are taken to the article main page. This page shows the name and content of the article, the creator (Added by username), how long ago the article was created, and how many times it has been viewed.

You can also Edit or Delete the article, as well as rate the article. Clicking on any of the tags in the Tags section will search for any other articles with the same tags.

You can also comment on an article by clicking on Add a comment.

Using Wiki Macros

You can easily create links to articles and categories from issues or Wiki pages using the macros.

4 macros are available so far:

• {{kb(<article_id>)}} will render a link to the "kb#<article_id>" format. (It may change according to your locale).
• {{article_id(<article_id>)}}, identical to the kb macro, will render a link to the "kb#<article_id>" format.
• {{article(<article_id>)}} will render a link to the "kb#<article_id>: <article_title>" format.
• {{category(<category_id>)}} will render a link to the "<category_title>" format, only renders the title of the category.

For example: {{kb(71)}} will render a link: KB#71

Knowledgebase Home Page

Now that categories and articles have been created, the Home page of the Knowledgebase will show the Newest Articles, Recently Updated Articles, Most Popular Articles, and Top Rated Articles base on view permissions you have granted. You can use this page to help navigate the Knowledgebase, as well as using the Jump to Category drop down menu or the Browse by Category menu on the right of the screen. You can reach this page from anywhere inside the Knowledgebase by clicking on the Home link.

Note: URL Links to categories or articles will appear as follows:

• Categories: http://redmine-server.foo.bar/categories/[number]

• Articles: http://redmine-server.foo.bar/articles/[number]