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more documentation
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Jonas Winkler
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@ -3,13 +3,15 @@
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Administration
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**************
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.. _administration-backup:
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Making backups
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##############
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.. warning::
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This section is not updated to paperless-ng yet.
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This section is not updated to paperless-ng yet, the exporter is a valid tool
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for backups though.
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So you're bored of this whole project, or you want to make a remote backup of
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your files for whatever reason. This is easy to do, simply use the
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@ -28,34 +30,61 @@ Restoring
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Updating paperless
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##################
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For the most part, all you have to do to update Paperless is run ``git pull``
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on the directory containing the project files, and then rebuild the docker
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image.
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If a new release of paperless-ng is available, upgrading depends on how you
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installed paperless-ng in the first place. The releases are available at
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`release page <https://github.com/jonaswinkler/paperless-ng/releases>`_.
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.. code-block:: shell-session
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First of all, ensure that paperless is stopped.
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.. code:: shell-session
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$ cd /path/to/paperless
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$ git pull
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If ``git pull`` doesn't report any changes, there is no need to continue with
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the remaining steps.
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After that, check if ``docker-compose.yml.example`` has changed. Update your
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``docker-compose.yml`` file if necessary.
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.. code-block:: shell-session
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$ docker-compose down
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$ docker build -t jonaswinkler/paperless-ng .
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$ docker-compose up -d
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The docker image will take care of database migrations during startup.
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After that, :ref:`make a backup <administration-backup>`.
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A. If you used the docker-compose file, simply download the files of the new release,
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adjust the settings in the files (i.e., the path to your consumption directory),
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and replace your existing docker-compose files. Then start paperless as usual,
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which will pull the new image, and update your database, if necessary:
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.. code:: shell-session
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$ cd /path/to/paperless
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$ docker-compose up
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If you see everything working, you can start paperless-ng with "-d" to have it
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run in the background.
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B. If you built the image yourself, grab the new archive and replace your current
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paperless folder with the new contents.
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After that, make the necessary adjustments to the docker-compose.yml (i.e.,
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adjust your consumption directory).
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Build and start the new image with:
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.. code:: shell-session
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$ cd /path/to/paperless
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$ docker-compose build
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$ docker-compose up
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If you see everything working, you can start paperless-ng with "-d" to have it
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run in the background.
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.. hint::
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You can usually keep your ``docker-compose.env`` file, since this file will
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never include mandantory configuration options. However, it is worth checking
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out the new version of this file, since it might have new recommendations
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on what to configure.
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Updating paperless without docker
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=================================
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Since paperless now involves a single page app that has to be built from source,
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updating paperless manually is somewhat more complicated.
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After grabbing the new release and unpacking the contents, do the following:
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1. Update python requirements. Paperless uses
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`Pipenv`_ for managing dependencies:
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@ -68,28 +97,15 @@ updating paperless manually is somewhat more complicated.
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This creates a new virtual environment (or uses your existing environment)
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and installs all dependencies into it.
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2. You will also need to build the frontend each time a new update is pushed.
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You need `npm <https://www.npmjs.com/get-npm>`_ for this.
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.. code:: shell-session
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$ cd src-ui
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$ npm install @angular/cli
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$ ng build --prod
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This will build the application and move the relevant files to a location
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within the django app (``src/documents/static/frontend``) at which django
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expects to find the files.
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3. Collect static files, namely the newly created frontend files.
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2. Collect static files.
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.. code:: shell-session
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$ cd src
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$ pipenv run python3 manage.py collectstatic --clear
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4. Migrate the database.
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3. Migrate the database.
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.. code:: shell-session
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@ -251,8 +267,9 @@ scheduler.
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Managing filenames
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==================
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If you use paperless' feature to assign custom filenames to your documents
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(TODO ref), you can use this command to move all your files after changing
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If you use paperless' feature to
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:ref:`assign custom filenames to your documents <advanced-file_name_handling>`,
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you can use this command to move all your files after changing
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the naming scheme.
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.. warning::
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@ -241,6 +241,7 @@ example, you can take a look at ``post-consumption-example.sh`` in the
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The post consumption script cannot cancel the consumption process.
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.. _advanced-file_name_handling:
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File name handling
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##################
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@ -19,4 +19,8 @@ places.
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/usr/local/etc/paperless.conf
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Copy ``paperless.conf.example`` to any of these locations and adjust it to your
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needs.
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needs.
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.. warning::
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TBD: explain config options.
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29
docs/faq.rst
29
docs/faq.rst
@ -19,4 +19,31 @@ is
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Dont mess with this folder. Don't change permissions and don't move
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files around manually. This folder is meant to be entirely managed by docker
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and paperless.
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and paperless.
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**Q:** *Will paperless-ng run on Raspberry Pi?*
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**A:** The short answer is yes. The long answer is that certain parts of
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Paperless will run very slow, such as the tesseract OCR. On Rasperry Pi,
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try to OCR documents before feeding them into paperless so that paperless can
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reuse the text. The web interface should be alot snappier, since it runs
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in your browser and paperless has to do much less work to serve the data.
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**Q:** *How do I install paperless-ng on Raspberry Pi?*
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**A:** There is not docker image for ARM available. If you know how to build
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that automatically, I'm all ears. For now, you have to grab the latest release
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archive from the project page and build the image yourself. The release comes
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with the front end already compiled, so you don't have to do this on the Pi.
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You may encounter some issues during the build:
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.. code:: shell-session
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W: GPG error: http://ports.ubuntu.com/ubuntu-ports focal InRelease: At least one invalid signature was encountered.
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E: The repository 'http://ports.ubuntu.com/ubuntu-ports focal InRelease' is not signed.
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N: Updating from such a repository can't be done securely, and is therefore disabled by default.
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N: See apt-secure(8) manpage for repository creation and user configuration details.
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If this happens, look at `this thread <https://askubuntu.com/questions/1263284/>`:_.
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You will need to update docker to the latest version to fix this issue.
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@ -6,13 +6,22 @@ Setup
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Download
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########
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The source is currently only available via GitHub, so grab it from there,
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by using ``git``:
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Go to the project page on GitHub and download the
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`latest release <https://github.com/jonaswinkler/paperless-ng/releases>`_.
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There are multiple options available.
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.. code:: bash
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* Download the docker-compose files if you want to pull paperless from
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Docker Hub.
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* Download the archive and extract it if you want to build the docker image
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yourself or want to install paperless without docker.
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.. hint::
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In contrast to paperless, the recommended way to get and update paperless-ng
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is not to pull the entire git repository. Paperless-ng includes artifacts
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that need to be compiled, and that's already done for you in the release.
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$ git clone https://github.com/jonaswinkler/paperless-ng.git
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$ cd paperless
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Installation
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############
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@ -22,10 +31,7 @@ You can go multiple routes with setting up and running Paperless:
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* The `docker route`_
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* The `bare metal route`_
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The recommended setup route is docker, since it takes care of all dependencies
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for you.
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The `docker route`_ is quick & easy.
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The `docker route`_ is quick & easy. This is the recommended route.
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The `bare metal route`_ is more complicated to setup but makes it easier
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should you want to contribute some code back.
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@ -50,12 +56,7 @@ Docker Route
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.. _Docker installation guide: https://docs.docker.com/engine/installation/
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.. _docker-compose installation guide: https://docs.docker.com/compose/install/
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2. Create a copy of ``docker-compose.yml.example`` as ``docker-compose.yml``
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and a copy of ``docker-compose.env.example`` as ``docker-compose.env``.
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You'll be editing both these files: taking a copy ensures that you can
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``git pull`` to receive updates without risking merge conflicts with your
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modified versions of the configuration files.
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3. Modify ``docker-compose.yml`` to your preferences. You should change the path
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2. Modify ``docker-compose.yml`` to your preferences. You should change the path
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to the consumption directory in this file. Find the line that specifies where
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to mount the consumption directory:
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@ -72,7 +73,7 @@ Docker Route
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Don't change the part after the colon or paperless wont find your documents.
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4. Modify ``docker-compose.env``, following the comments in the file. The
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3. Modify ``docker-compose.env``, following the comments in the file. The
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most important change is to set ``USERMAP_UID`` and ``USERMAP_GID``
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to the uid and gid of your user on the host system. This ensures that
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both the docker container and you on the host machine have write access
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@ -80,10 +81,11 @@ Docker Route
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1000 (the default for the first normal user on most systems), it will
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work out of the box without any modifications.
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5. Run ``docker-compose up -d``. This will create and start the necessary
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containers.
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4. Run ``docker-compose up -d``. This will create and start the necessary
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containers. This will also build the image of paperless if you grabbed the
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source archive.
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6. To be able to login, you will need a super user. To create it, execute the
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5. To be able to login, you will need a super user. To create it, execute the
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following command:
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.. code-block:: shell-session
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@ -93,7 +95,7 @@ Docker Route
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This will prompt you to set a username, an optional e-mail address and
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finally a password.
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7. The default ``docker-compose.yml`` exports the webserver on your local port
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6. The default ``docker-compose.yml`` exports the webserver on your local port
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8000. If you haven't adapted this, you should now be able to visit your
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Paperless instance at ``http://127.0.0.1:8000``. You can login with the
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user and password you just created.
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@ -127,53 +129,48 @@ how you installed paperless. The important things to keep in mind are as follows
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with your current paperless media and data volumes and used the default
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sqlite database, **it will not use your sqlite database and it may seem
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as if your documents are gone**. You may use the provided
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``docker-compose.yml.sqlite.example`` script, which does not use postgresql. See
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:ref:`setup-sqlite_to_psql` for details.
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``docker-compose.sqlite.yml`` script instead, which does not use postgresql. See
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:ref:`setup-sqlite_to_psql` for details on how to move your data from
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sqlite to postgres.
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* The task scheduler of paperless, which is used to execute periodic tasks
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such as email checking and maintenance, requires a `redis`_ message broker
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instance. The docker-compose route takes care of that.
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* The layout of the folder structure for your documents and data remains the
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same.
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* The frontend needs to be built from source. The docker image takes care of
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that.
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same, so you can just plug your old docker volumes into paperless-ng and
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expect it to find everything where it should be.
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Migration to paperless-ng is then performed in a few simple steps:
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1. Do a backup for two purposes: If something goes wrong, you still have your
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1. Stop paperless.
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.. code:: bash
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$ cd /path/to/current/paperless
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$ docker-compose down
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2. Do a backup for two purposes: If something goes wrong, you still have your
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data. Second, if you don't like paperless-ng, you can switch back to
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paperless.
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2. Replace the paperless source with paperless-ng. If you're using git, this
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is done by:
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3. Download the latest release of paperless-ng. You can either go with the
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docker-compose files or use the archive to build the image yourself.
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You can either replace your current paperless folder or put paperless-ng
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in a different location. Paperless-ng will use the same docker volumes
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as paperless.
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.. code:: bash
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4. Adjust ``docker-compose.yml`` and
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``docker-compose.env`` to your needs.
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See `docker route`_ for details on which edits are required.
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$ git remote set-url origin https://github.com/jonaswinkler/paperless-ng
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$ git pull
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5. Update paperless. See :ref:`administration-updating` for details.
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3. If you are using docker, copy ``docker-compose.yml.example`` to
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``docker-compose.yml`` and ``docker-compose.env.example`` to
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``docker-compose.env``. Make adjustments to these files as necessary.
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See `docker route`_ for details.
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4. Update paperless. See :ref:`administration-updating` for details.
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5. Start paperless-ng.
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.. code:: bash
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$ docker-compose up
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This will also migrate your database as usual. Verify by inspecting the
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output that the migration was successfully executed. CTRL-C will then
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gracefully stop the container. After that, you can start paperless-ng as
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usuall with
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6. Start paperless-ng.
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.. code:: bash
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$ docker-compose up -d
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6. Paperless installed a permanent redirect to ``admin/`` in your browser. This
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7. Paperless installed a permanent redirect to ``admin/`` in your browser. This
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redirect is still in place and prevents access to the new UI. Clear
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everything related to paperless in your browsers data in order to fix
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this issue.
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@ -187,4 +184,4 @@ Moving data from sqlite to postgresql
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TBD.
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.. _redis: https://redis.io/
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.. _redis: https://redis.io/
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@ -45,7 +45,6 @@ Each document has a couple of fields that you can assign to them:
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This text is fed into the search engine and is used for matching tags,
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correspondents and document types.
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.. TODO: hyperref
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Frontend overview
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||||
#################
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