Knowledge Management setup guide for admins

Before users in your organization can start creating knowledge bases and knowledge articles, you must set up Knowledge Management. Work with stakeholders to define requirements for setting up Knowledge Management effectively to meet the needs of users.

Requirements

Role required: admin.

Before you begin

Meet with the stakeholders

Stakeholder	Responsibilities
Knowledge manager	Defines and oversees the knowledge management processes for day-to-day operations related to content publishing and usage.
Knowledge admin	Configures advanced settings for specific Knowledge Management features
Knowledge coach	Enables users to adhere to content standards.
Knowledge domain expert	Provides domain knowledge expertise.
Version author	Contributor to a particular version of an article.
Content creators and reviewers	Create, review, and update articles in the knowledge bases.
Community managers	Focus on the creation and curating of social content.
Line managers	Manage teams that create and use knowledge articles

With stakeholders, determine the following requirements

• Who are the consumers of the content in the knowledge bases?
• Who are the writers, editors, and managers for the knowledge base articles?
• What are the required workflows to publish and retire articles?
• What are the unique behaviors required for your knowledge management implementation? For example, should attachments appear in search results?
• Do you want to translate knowledge articles into other languages?

What to do

Assign knowledge roles to users and groups

Determine which Knowledge Management roles are appropriate for each user, and then assign those roles .

Create custom Knowledge workflows

If the default knowledge workflows for publishing and retiring knowledge articles are not appropriate for your knowledge bases, create custom workflows for those knowledge bases.

Configure Knowledge properties

If the default knowledge properties do not fulfill the requirements of users, reconfigure the properties as necessary.

Activate support for other languages besides English

If languages other than English must be supported, activate the Knowledge Management Internationalization plugins.

Coordinate with knowledge managers for knowledge base setup

Let knowledge managers and administrators know that they can start configuring their knowledge bases. For details, refer them to the Knowledge base setup guide for knowledge admins and managers.

Next steps

Depending on any other requirements for the knowledge bases, you may be asked to help with additional tasks, such as configuring knowledge landing pages.

Using guided setup to implement Knowledge Management

Knowledge Management guided setup provides a sequence of tasks that help you configure Knowledge Management on your instance. To open Knowledge Management guided setup, navigate to Knowledge > Administration > Guided Setup.

For more information about using the guided setup interface, see Using guided setup.