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update bare metal instructions

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jonaswinkler 2021-02-06 14:54:00 +01:00
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docs/setup.rst
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@ -221,7 +221,7 @@ Install Paperless from Docker Hub
.. _setup-docker_build: .. _setup-docker_build:
Build the docker image yourself Build the Docker image yourself
=============================== ===============================
1. Clone the entire repository of paperless: 1. Clone the entire repository of paperless:
@ -252,14 +252,14 @@ Build the docker image yourself
4. Run the ``compile-frontend.sh`` script. This requires ``node`` and ``npm >= v15``. 4. Run the ``compile-frontend.sh`` script. This requires ``node`` and ``npm >= v15``.
5. Follow steps 2 to 7 of :ref:`setup-docker_hub`. When asked to run 5. Follow steps 3 to 8 of :ref:`setup-docker_hub`. When asked to run
``docker-compose up -d`` to start the containers, do ``docker-compose pull`` to pull the image, do
.. code:: shell-session .. code:: shell-session
$ docker-compose build $ docker-compose build
before that to build the image. instead to build the image.
.. _setup-bare_metal: .. _setup-bare_metal:
@ -309,7 +309,7 @@ writing. Windows is not and will never be supported.
2. Install ``redis`` >= 5.0 and configure it to start automatically. 2. Install ``redis`` >= 5.0 and configure it to start automatically.
3. Optional. Install ``postgresql`` and configure a database, user and password for paperless. If you do not wish 3. Optional. Install ``postgresql`` and configure a database, user and password for paperless. If you do not wish
to use PostgreSQL, SQLite is avialable as well. to use PostgreSQL, SQLite is available as well.
4. Get the release archive from `<https://github.com/jonaswinkler/paperless-ng/releases>`_. 4. Get the release archive from `<https://github.com/jonaswinkler/paperless-ng/releases>`_.
If you clone the git repo as it is, you also have to compile the front end by yourself. If you clone the git repo as it is, you also have to compile the front end by yourself.
@ -333,8 +333,14 @@ writing. Windows is not and will never be supported.
* Set ``PAPERLESS_OCR_LANGUAGE`` to the language most of your documents are written in. * Set ``PAPERLESS_OCR_LANGUAGE`` to the language most of your documents are written in.
* Set ``PAPERLESS_TIME_ZONE`` to your local time zone. * Set ``PAPERLESS_TIME_ZONE`` to your local time zone.
6. Setup permissions. Create a system users under which you wish to run paperless. Ensure that these directories exist 6. Create a system user under which you wish to run paperless.
and that the user has write permissions to the following directories
.. code:: shell-session
adduser paperless --system --home /opt/paperless --group
7. Ensure that these directories exist
and that the paperless user has write permissions to the following directories:
* ``/opt/paperless/media`` * ``/opt/paperless/media``
* ``/opt/paperless/data`` * ``/opt/paperless/data``
@ -342,30 +348,32 @@ writing. Windows is not and will never be supported.
Adjust as necessary if you configured different folders. Adjust as necessary if you configured different folders.
7. Install python requirements from the ``requirements.txt`` file. 8. Install python requirements from the ``requirements.txt`` file.
It is up to you if you wish to use a virtual environment or not. It is up to you if you wish to use a virtual environment or not.
.. code:: shell-session .. code:: shell-session
pip3 install -r requirements.txt sudo -Hu paperless pip3 install -r requirements.txt
This will install all python dependencies in the home directory of
the new paperless user.
9. Go to ``/opt/paperless/src``, and execute the following commands:
8. Go to ``/opt/paperless/src``, and execute the following commands:
.. code:: bash .. code:: bash
# This creates the database schema. # This creates the database schema.
python3 manage.py migrate sudo -Hu paperless python3 manage.py migrate
# This creates your first paperless user # This creates your first paperless user
python3 manage.py createsuperuser sudo -Hu paperless python3 manage.py createsuperuser
9. Optional: Test that paperless is working by executing 10. Optional: Test that paperless is working by executing
.. code:: bash .. code:: bash
# This collects static files from paperless and django. # This collects static files from paperless and django.
python3 manage.py runserver sudo -Hu paperless python3 manage.py runserver
and pointing your browser to http://localhost:8000/. and pointing your browser to http://localhost:8000/.
@ -380,7 +388,7 @@ writing. Windows is not and will never be supported.
This will not start the consumer. Paperless does this in a This will not start the consumer. Paperless does this in a
separate process. separate process.
10. Setup systemd services to run paperless automatically. You may 11. Setup systemd services to run paperless automatically. You may
use the service definition files included in the ``scripts`` folder use the service definition files included in the ``scripts`` folder
as a starting point. as a starting point.
@ -396,14 +404,7 @@ writing. Windows is not and will never be supported.
These services rely on redis and optionally the database server, but These services rely on redis and optionally the database server, but
don't need to be started in any particular order. The example files don't need to be started in any particular order. The example files
depend on redis being started. If you use a database server, you should depend on redis being started. If you use a database server, you should
add additinal dependencies. add additional dependencies.
.. hint::
You may optionally set up your preferred web server to serve
paperless as a wsgi application directly instead of running the
``webserver`` service. The module containing the wsgi application
is named ``paperless.wsgi``.
.. caution:: .. caution::
@ -412,10 +413,13 @@ writing. Windows is not and will never be supported.
however, the documentation of GUnicorn states that you should however, the documentation of GUnicorn states that you should
use a proxy server in front of gunicorn instead. use a proxy server in front of gunicorn instead.
11. Optional: Install a samba server and make the consumption folder For instructions on how to use nginx for that,
:ref:`see the instructions below <setup-nginx>`.
12. Optional: Install a samba server and make the consumption folder
available as a network share. available as a network share.
12. Configure ImageMagick to allow processing of PDF documents. Most distributions have 13. Configure ImageMagick to allow processing of PDF documents. Most distributions have
this disabled by default, since PDF documents can contain malware. If this disabled by default, since PDF documents can contain malware. If
you don't do this, paperless will fall back to ghostscript for certain steps you don't do this, paperless will fall back to ghostscript for certain steps
such as thumbnail generation. such as thumbnail generation.
@ -432,7 +436,7 @@ writing. Windows is not and will never be supported.
<policy domain="coder" rights="read|write" pattern="PDF" /> <policy domain="coder" rights="read|write" pattern="PDF" />
13. Optional: Install the `jbig2enc <https://ocrmypdf.readthedocs.io/en/latest/jbig2.html>`_ 14. Optional: Install the `jbig2enc <https://ocrmypdf.readthedocs.io/en/latest/jbig2.html>`_
encoder. This will reduce the size of generated PDF documents. You'll most likely need encoder. This will reduce the size of generated PDF documents. You'll most likely need
to compile this by yourself, because this software has been patented until around 2017 and to compile this by yourself, because this software has been patented until around 2017 and
binary packages are not available for most distributions. binary packages are not available for most distributions.
@ -441,9 +445,10 @@ writing. Windows is not and will never be supported.
Install Paperless using ansible Install Paperless using ansible
=============================== ===============================
.. note::
This role currently only supports Debian 10 Buster and Ubuntu 20.04 Focal or later as target hosts. .. note::
This role currently only supports Debian 10 Buster and Ubuntu 20.04 Focal or later as target hosts.
1. Install ansible 2.7+ on the management node. 1. Install ansible 2.7+ on the management node.
This may be the target host paperless-ng is being installed on or any remote host which can access the target host. This may be the target host paperless-ng is being installed on or any remote host which can access the target host.