mirror of
https://github.com/paperless-ngx/paperless-ngx.git
synced 2025-04-02 13:45:10 -05:00
Improve documentation around barcodes, re-organize configuration and update links
This commit is contained in:
Trenton H
parent
3cb26722f1
commit
8ac7d56fc5
@ -507,3 +507,43 @@ existing tables) with:
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Using mariadb version 10.4+ is recommended. Using the `utf8mb3` character set on
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an older system may fix issues that can arise while setting up Paperless-ngx but
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`utf8mb3` can cause issues with consumption (where `utf8mb4` does not).
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## Barcodes {#barcodes}
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Paperless is able to utilize barcodes for automatically preforming some tasks.
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At this time, the library utilized for detection of bacodes supports the following types:
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- AN-13/UPC-A
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- UPC-E
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- EAN-8
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- Code 128
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- Code 93
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- Code 39
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- Codabar
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- Interleaved 2 of 5
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- QR Code
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- SQ Code
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You may check for updates on the [zbar library homepage](https://github.com/mchehab/zbar).
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For usage in Paperless, the type of barcode does not matter, only the contents of it.
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For how to enable barcode usage, see [the configuration](/configuration#barcodes).
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The two settings may be enabled independently, but do have interactions as explained
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below.
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### Document Splitting
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When enabled, Paperless will look for a barcode with the configured value and create a new document
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starting from the next page. The page with the barcode on it will _not_ be retained. It
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is expected to be a page existing only for triggering the split.
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### Archive Serial Number Assignment
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When enabled, the value of the barcode (as an integer) will be used to set the document's
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archive serial number, allowing quick reference back to the original, paper document.
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If document splitting via barcode is also enabled, documents will be split when an ASN
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barcode is located. However, differing from the splitting, the page with the
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barcode _will_ be retained. This allows application of a barcode to any page, including
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one which holds data to keep in the document.
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@ -17,6 +17,8 @@ run paperless, these settings have to be defined in different places.
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## Required services
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### Redis Broker
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`PAPERLESS_REDIS=<url>`
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: This is required for processing scheduled tasks such as email
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@ -33,6 +35,8 @@ matcher.
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Defaults to `redis://localhost:6379`.
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### Database
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`PAPERLESS_DBENGINE=<engine_name>`
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: Optional, gives the ability to choose Postgres or MariaDB for
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@ -94,6 +98,78 @@ changing to postgresql if you need to increase this.
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Defaults to unset, keeping the Django defaults.
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## Optional Services
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### Tika {#tika}
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Paperless can make use of [Tika](https://tika.apache.org/) and
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[Gotenberg](https://gotenberg.dev/) for parsing and converting
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"Office" documents (such as ".doc", ".xlsx" and ".odt").
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Tika and Gotenberg are also needed to allow parsing of E-Mails (.eml).
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If you wish to use this, you must provide a Tika server and a Gotenberg server,
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configure their endpoints, and enable the feature.
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`PAPERLESS_TIKA_ENABLED=<bool>`
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: Enable (or disable) the Tika parser.
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Defaults to false.
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`PAPERLESS_TIKA_ENDPOINT=<url>`
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: Set the endpoint URL were Paperless can reach your Tika server.
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Defaults to "<http://localhost:9998>".
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`PAPERLESS_TIKA_GOTENBERG_ENDPOINT=<url>`
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: Set the endpoint URL were Paperless can reach your Gotenberg server.
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Defaults to "<http://localhost:3000>".
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If you run paperless on docker, you can add those services to the
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docker-compose file (see the provided `docker-compose.sqlite-tika.yml`
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file for reference). The changes requires are as follows:
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```yaml
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services:
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# ...
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webserver:
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# ...
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environment:
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# ...
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PAPERLESS_TIKA_ENABLED: 1
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PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
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PAPERLESS_TIKA_ENDPOINT: http://tika:9998
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# ...
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gotenberg:
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image: gotenberg/gotenberg:7.8
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restart: unless-stopped
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# The gotenberg chromium route is used to convert .eml files. We do not
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# want to allow external content like tracking pixels or even javascript.
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command:
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- 'gotenberg'
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- '--chromium-disable-javascript=true'
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- '--chromium-allow-list=file:///tmp/.*'
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tika:
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image: ghcr.io/paperless-ngx/tika:latest
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restart: unless-stopped
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```
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Add the configuration variables to the environment of the webserver
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(alternatively put the configuration in the `docker-compose.env` file)
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and add the additional services below the webserver service. Watch out
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for indentation.
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Make sure to use the correct format `PAPERLESS_TIKA_ENABLED = 1` so python_dotenv can parse the statement correctly.
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## Paths and folders
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`PAPERLESS_CONSUMPTION_DIR=<path>`
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@ -227,8 +303,7 @@ not include a trailing slash. E.g. <https://paperless.domain.com>
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: A list of trusted origins for unsafe requests (e.g. POST). As of
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Django 4.0 this is required to access the Django admin via the web.
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See
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<https://docs.djangoproject.com/en/4.0/ref/settings/#csrf-trusted-origins>
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See the [Django project documentation on the settings](https://docs.djangoproject.com/en/4.1/ref/settings/#csrf-trusted-origins)
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Can also be set using PAPERLESS_URL (see above).
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@ -239,8 +314,8 @@ See
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: If you're planning on putting Paperless on the open internet, then
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you really should set this value to the domain name you're using.
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Failing to do so leaves you open to HTTP host header attacks:
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<https://docs.djangoproject.com/en/3.1/topics/security/#host-header-validation>
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Failing to do so leaves you open to HTTP host header attacks.
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You can read more about this in [the Django project's documentation](https://docs.djangoproject.com/en/4.1/topics/security/#host-header-validation)
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Just remember that this is a comma-separated list, so
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"example.com" is fine, as is "example.com,www.example.com", but
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@ -348,7 +423,7 @@ applications.
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If you're exposing paperless to the internet directly, do not use
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this.
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Also see the warning [in the official documentation](https://docs.djangoproject.com/en/3.1/howto/auth-remote-user/#configuration).
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Also see the warning [in the official documentation](https://docs.djangoproject.com/en/4.1/howto/auth-remote-user/#configuration).
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Defaults to "false" which disables this feature.
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@ -357,7 +432,7 @@ applications.
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: If "PAPERLESS*ENABLE_HTTP_REMOTE_USER" is enabled, this
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property allows to customize the name of the HTTP header from which
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the authenticated username is extracted. Values are in terms of
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[HttpRequest.META](https://docs.djangoproject.com/en/3.1/ref/request-response/#django.http.HttpRequest.META).
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[HttpRequest.META](https://docs.djangoproject.com/en/4.1/ref/request-response/#django.http.HttpRequest.META).
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Thus, the configured value must start with `HTTP*`
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followed by the normalized actual header name.
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@ -576,76 +651,6 @@ they use underscores instead of dashes.
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{"deskew": true, "optimize": 3, "unpaper_args": "--pre-rotate 90"}
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```
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## Tika settings {#tika}
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Paperless can make use of [Tika](https://tika.apache.org/) and
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[Gotenberg](https://gotenberg.dev/) for parsing and converting
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"Office" documents (such as ".doc", ".xlsx" and ".odt").
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Tika and Gotenberg are also needed to allow parsing of E-Mails (.eml).
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If you wish to use this, you must provide a Tika server and a Gotenberg server,
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configure their endpoints, and enable the feature.
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`PAPERLESS_TIKA_ENABLED=<bool>`
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: Enable (or disable) the Tika parser.
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Defaults to false.
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`PAPERLESS_TIKA_ENDPOINT=<url>`
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: Set the endpoint URL were Paperless can reach your Tika server.
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Defaults to "<http://localhost:9998>".
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`PAPERLESS_TIKA_GOTENBERG_ENDPOINT=<url>`
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: Set the endpoint URL were Paperless can reach your Gotenberg server.
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Defaults to "<http://localhost:3000>".
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If you run paperless on docker, you can add those services to the
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docker-compose file (see the provided `docker-compose.sqlite-tika.yml`
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file for reference). The changes requires are as follows:
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```yaml
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services:
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# ...
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webserver:
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# ...
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environment:
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# ...
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PAPERLESS_TIKA_ENABLED: 1
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PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
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PAPERLESS_TIKA_ENDPOINT: http://tika:9998
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# ...
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gotenberg:
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image: gotenberg/gotenberg:7.8
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restart: unless-stopped
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# The gotenberg chromium route is used to convert .eml files. We do not
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# want to allow external content like tracking pixels or even javascript.
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command:
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- 'gotenberg'
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- '--chromium-disable-javascript=true'
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- '--chromium-allow-list=file:///tmp/.*'
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tika:
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image: ghcr.io/paperless-ngx/tika:latest
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restart: unless-stopped
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```
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Add the configuration variables to the environment of the webserver
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(alternatively put the configuration in the `docker-compose.env` file)
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and add the additional services below the webserver service. Watch out
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for indentation.
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Make sure to use the correct format `PAPERLESS_TIKA_ENABLED = 1` so python_dotenv can parse the statement correctly.
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## Software tweaks {#software_tweaks}
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`PAPERLESS_TASK_WORKERS=<num>`
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@ -699,8 +704,8 @@ this timeout may prove to be useful on weak hardware setups.
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`PAPERLESS_TIME_ZONE=<timezone>`
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: Set the time zone here. See
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<https://docs.djangoproject.com/en/3.1/ref/settings/#std:setting-TIME_ZONE>
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: Set the time zone here. See more details on
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why and how to set it [in the Django project documentation](https://docs.djangoproject.com/en/4.1/ref/settings/#std:setting-TIME_ZONE)
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for details on how to set it.
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Defaults to UTC.
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@ -762,46 +767,33 @@ should be a valid crontab(5) expression describing when to run.
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to enable compression in your proxy configuration rather than
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the webserver
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## Polling {#polling}
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`PAPERLESS_CONVERT_MEMORY_LIMIT=<num>`
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`PAPERLESS_CONSUMER_POLLING=<num>`
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: On smaller systems, or even in the case of Very Large Documents, the
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consumer may explode, complaining about how it's "unable to extend
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pixel cache". In such cases, try setting this to a reasonably low
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value, like 32. The default is to use whatever is necessary to do
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everything without writing to disk, and units are in megabytes.
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: If paperless won't find documents added to your consume folder, it
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might not be able to automatically detect filesystem changes. In
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that case, specify a polling interval in seconds here, which will
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then cause paperless to periodically check your consumption
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directory for changes. This will also disable listening for file
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system changes with `inotify`.
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For more information on how to use this value, you should search the
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web for "MAGICK_MEMORY_LIMIT".
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Defaults to 0, which disables polling and uses filesystem
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notifications.
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Defaults to 0, which disables the limit.
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`PAPERLESS_CONSUMER_POLLING_RETRY_COUNT=<num>`
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`PAPERLESS_CONVERT_TMPDIR=<path>`
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: If consumer polling is enabled, sets the number of times paperless
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will check for a file to remain unmodified.
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: Similar to the memory limit, if you've got a small system and your
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OS mounts /tmp as tmpfs, you should set this to a path that's on a
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physical disk, like /home/your_user/tmp or something. ImageMagick
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will use this as scratch space when crunching through very large
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documents.
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Defaults to 5.
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For more information on how to use this value, you should search the
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web for "MAGICK_TMPDIR".
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`PAPERLESS_CONSUMER_POLLING_DELAY=<num>`
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Default is none, which disables the temporary directory.
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: If consumer polling is enabled, sets the delay in seconds between
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each check (above) paperless will do while waiting for a file to
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remain unmodified.
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Defaults to 5.
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## iNotify {#inotify}
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`PAPERLESS_CONSUMER_INOTIFY_DELAY=<num>`
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: Sets the time in seconds the consumer will wait for additional
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events from inotify before the consumer will consider a file ready
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and begin consumption. Certain scanners or network setups may
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generate multiple events for a single file, leading to multiple
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consumers working on the same file. Configure this to prevent that.
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Defaults to 0.5 seconds.
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## Document Consumption {#consume_config}
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`PAPERLESS_CONSUMER_DELETE_DUPLICATES=<bool>`
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@ -832,96 +824,41 @@ don't exist yet.
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Defaults to false.
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`PAPERLESS_CONSUMER_ENABLE_BARCODES=<bool>`
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`PAPERLESS_CONSUMER_IGNORE_PATTERNS=<json>`
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: Enables the scanning and page separation based on detected barcodes.
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This allows for scanning and adding multiple documents per uploaded
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file, which are separated by one or multiple barcode pages.
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: By default, paperless ignores certain files and folders in the
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consumption directory, such as system files created by the Mac OS
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or hidden folders some tools use to store data.
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For ease of use, it is suggested to use a standardized separation
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page, e.g. [here](https://www.alliancegroup.co.uk/patch-codes.htm).
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This can be adjusted by configuring a custom json array with
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patterns to exclude.
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If no barcodes are detected in the uploaded file, no page separation
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will happen.
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For example, `.DS_STORE/*` will ignore any files found in a folder
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named `.DS_STORE`, including `.DS_STORE/bar.pdf` and `foo/.DS_STORE/bar.pdf`
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The original document will be removed and the separated pages will
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be saved as pdf.
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A pattern like `._*` will ignore anything starting with `._`, including:
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`._foo.pdf` and `._bar/foo.pdf`
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Defaults to false.
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Defaults to
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`[".DS_STORE/*", "._*", ".stfolder/*", ".stversions/*", ".localized/*", "desktop.ini", "@eaDir/*"]`.
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`PAPERLESS_CONSUMER_BARCODE_TIFF_SUPPORT=<bool>`
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`PAPERLESS_PRE_CONSUME_SCRIPT=<filename>`
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: Whether TIFF image files should be scanned for barcodes. This will
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automatically convert any TIFF image(s) to pdfs for later
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processing. This only has an effect, if
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PAPERLESS_CONSUMER_ENABLE_BARCODES has been enabled.
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: After some initial validation, Paperless can trigger an arbitrary
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script if you like before beginning consumption. This script will be provided
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data for it to work with via the environment.
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Defaults to false.
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For more information, take a look at [pre-consumption script](/advanced_usage#pre-consume-script).
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`PAPERLESS_CONSUMER_BARCODE_STRING=PATCHT`
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: Defines the string to be detected as a separator barcode. If
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paperless is used with the PATCH-T separator pages, users shouldn't
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change this.
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Defaults to "PATCHT"
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`PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE=<bool>`
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: Enables the detection of barcodes in the scanned document and
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setting the ASN (archive serial number) if a properly formatted
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barcode is detected.
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The barcode must consist of a (configurable) prefix and the ASN
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to be set, for instance `ASN00123`.
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This option is compatible with barcode page separation, since
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pages will be split up before reading the ASN.
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If no ASN barcodes are detected in the uploaded file, no ASN will
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be set. If a barcode with an already existing ASN is detected, no ASN
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will be set either and a warning will be logged.
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Defaults to false.
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`PAPERLESS_CONSUMER_ASN_BARCODE_PREFIX=ASN`
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: Defines the prefix that is used to identify a barcode as an ASN
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barcode.
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||||
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Defaults to "ASN"
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||||
`PAPERLESS_CONVERT_MEMORY_LIMIT=<num>`
|
||||
|
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: On smaller systems, or even in the case of Very Large Documents, the
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consumer may explode, complaining about how it's "unable to extend
|
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pixel cache". In such cases, try setting this to a reasonably low
|
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value, like 32. The default is to use whatever is necessary to do
|
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everything without writing to disk, and units are in megabytes.
|
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|
||||
For more information on how to use this value, you should search the
|
||||
web for "MAGICK_MEMORY_LIMIT".
|
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|
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Defaults to 0, which disables the limit.
|
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|
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`PAPERLESS_CONVERT_TMPDIR=<path>`
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||||
|
||||
: Similar to the memory limit, if you've got a small system and your
|
||||
OS mounts /tmp as tmpfs, you should set this to a path that's on a
|
||||
physical disk, like /home/your_user/tmp or something. ImageMagick
|
||||
will use this as scratch space when crunching through very large
|
||||
documents.
|
||||
|
||||
For more information on how to use this value, you should search the
|
||||
web for "MAGICK_TMPDIR".
|
||||
|
||||
Default is none, which disables the temporary directory.
|
||||
The default is blank, which means nothing will be executed.
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`PAPERLESS_POST_CONSUME_SCRIPT=<filename>`
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||||
: After a document is consumed, Paperless can trigger an arbitrary
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script if you like. This script will be passed a number of arguments
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||||
for you to work with. For more information, take a look at [Post-consumption script](/advanced_usage#post-consume-script).
|
||||
script if you like. This script will be provided
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data for it to work with via the environment.
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||||
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||||
For more information, take a look at [Post-consumption script](/advanced_usage#post-consume-script).
|
||||
|
||||
The default is blank, which means nothing will be executed.
|
||||
|
||||
@ -988,23 +925,109 @@ within your documents.
|
||||
second, and year last order. Characters D, M, or Y can be shuffled
|
||||
to meet the required order.
|
||||
|
||||
`PAPERLESS_CONSUMER_IGNORE_PATTERNS=<json>`
|
||||
### Polling {#polling}
|
||||
|
||||
: By default, paperless ignores certain files and folders in the
|
||||
consumption directory, such as system files created by the Mac OS
|
||||
or hidden folders some tools use to store data.
|
||||
`PAPERLESS_CONSUMER_POLLING=<num>`
|
||||
|
||||
This can be adjusted by configuring a custom json array with
|
||||
patterns to exclude.
|
||||
: If paperless won't find documents added to your consume folder, it
|
||||
might not be able to automatically detect filesystem changes. In
|
||||
that case, specify a polling interval in seconds here, which will
|
||||
then cause paperless to periodically check your consumption
|
||||
directory for changes. This will also disable listening for file
|
||||
system changes with `inotify`.
|
||||
|
||||
For example, `.DS_STORE/*` will ignore any files found in a folder
|
||||
named `.DS_STORE`, including `.DS_STORE/bar.pdf` and `foo/.DS_STORE/bar.pdf`
|
||||
Defaults to 0, which disables polling and uses filesystem
|
||||
notifications.
|
||||
|
||||
A pattern like `._*` will ignore anything starting with `._`, including:
|
||||
`._foo.pdf` and `._bar/foo.pdf`
|
||||
`PAPERLESS_CONSUMER_POLLING_RETRY_COUNT=<num>`
|
||||
|
||||
Defaults to
|
||||
`[".DS_STORE/*", "._*", ".stfolder/*", ".stversions/*", ".localized/*", "desktop.ini", "@eaDir/*"]`.
|
||||
: If consumer polling is enabled, sets the number of times paperless
|
||||
will check for a file to remain unmodified.
|
||||
|
||||
Defaults to 5.
|
||||
|
||||
`PAPERLESS_CONSUMER_POLLING_DELAY=<num>`
|
||||
|
||||
: If consumer polling is enabled, sets the delay in seconds between
|
||||
each check (above) paperless will do while waiting for a file to
|
||||
remain unmodified.
|
||||
|
||||
Defaults to 5.
|
||||
|
||||
### iNotify {#inotify}
|
||||
|
||||
`PAPERLESS_CONSUMER_INOTIFY_DELAY=<num>`
|
||||
|
||||
: Sets the time in seconds the consumer will wait for additional
|
||||
events from inotify before the consumer will consider a file ready
|
||||
and begin consumption. Certain scanners or network setups may
|
||||
generate multiple events for a single file, leading to multiple
|
||||
consumers working on the same file. Configure this to prevent that.
|
||||
|
||||
Defaults to 0.5 seconds.
|
||||
|
||||
## Barcodes {#barcodes}
|
||||
|
||||
`PAPERLESS_CONSUMER_ENABLE_BARCODES=<bool>`
|
||||
|
||||
: Enables the scanning and page separation based on detected barcodes.
|
||||
This allows for scanning and adding multiple documents per uploaded
|
||||
file, which are separated by one or multiple barcode pages.
|
||||
|
||||
For ease of use, it is suggested to use a standardized separation
|
||||
page, e.g. [here](https://www.alliancegroup.co.uk/patch-codes.htm).
|
||||
|
||||
If no barcodes are detected in the uploaded file, no page separation
|
||||
will happen.
|
||||
|
||||
The original document will be removed and the separated pages will
|
||||
be saved as pdf.
|
||||
|
||||
See additional information in the [advanced usage documentation](/advanced_usage#barcodes)
|
||||
|
||||
Defaults to false.
|
||||
|
||||
`PAPERLESS_CONSUMER_BARCODE_TIFF_SUPPORT=<bool>`
|
||||
|
||||
: Whether TIFF image files should be scanned for barcodes. This will
|
||||
automatically convert any TIFF image(s) to pdfs for later
|
||||
processing. This only has an effect, if
|
||||
PAPERLESS_CONSUMER_ENABLE_BARCODES has been enabled.
|
||||
|
||||
Defaults to false.
|
||||
|
||||
`PAPERLESS_CONSUMER_BARCODE_STRING=PATCHT`
|
||||
|
||||
: Defines the string to be detected as a separator barcode. If
|
||||
paperless is used with the PATCH-T separator pages, users shouldn't
|
||||
change this.
|
||||
|
||||
Defaults to "PATCHT"
|
||||
|
||||
`PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE=<bool>`
|
||||
|
||||
: Enables the detection of barcodes in the scanned document and
|
||||
setting the ASN (archive serial number) if a properly formatted
|
||||
barcode is detected.
|
||||
|
||||
The barcode must consist of a (configurable) prefix and the ASN
|
||||
to be set, for instance `ASN00123`.
|
||||
|
||||
This option is compatible with barcode page separation, since
|
||||
pages will be split up before reading the ASN.
|
||||
|
||||
If no ASN barcodes are detected in the uploaded file, no ASN will
|
||||
be set. If a barcode with an already existing ASN is detected, no ASN
|
||||
will be set either and a warning will be logged.
|
||||
|
||||
Defaults to false.
|
||||
|
||||
`PAPERLESS_CONSUMER_ASN_BARCODE_PREFIX=ASN`
|
||||
|
||||
: Defines the prefix that is used to identify a barcode as an ASN
|
||||
barcode.
|
||||
|
||||
Defaults to "ASN"
|
||||
|
||||
## Binaries
|
||||
|
||||
|
||||
@ -119,7 +119,9 @@ first-time setup.
|
||||
|
||||
## Back end development
|
||||
|
||||
The back end is a [Django](https://www.djangoproject.com/) application. [PyCharm](https://www.jetbrains.com/de-de/pycharm/) as well as [Visual Studio Code](https://code.visualstudio.com) work well for development, but you can use whatever you want.
|
||||
The back end is a [Django](https://www.djangoproject.com/) application.
|
||||
[PyCharm](https://www.jetbrains.com/de-de/pycharm/) as well as [Visual Studio Code](https://code.visualstudio.com)
|
||||
work well for development, but you can use whatever you want.
|
||||
|
||||
Configure the IDE to use the `src/`-folder as the base source folder.
|
||||
Configure the following launch configurations in your IDE:
|
||||
@ -138,7 +140,10 @@ $ python3 manage.py runserver & \
|
||||
celery --app paperless worker -l DEBUG
|
||||
```
|
||||
|
||||
You might need the front end to test your back end code. This assumes that you have AngularJS installed on your system. Go to the [Front end development](#front-end-development) section for further details. To build the front end once use this commmand:
|
||||
You might need the front end to test your back end code.
|
||||
This assumes that you have AngularJS installed on your system.
|
||||
Go to the [Front end development](#front-end-development) section for further details.
|
||||
To build the front end once use this command:
|
||||
|
||||
```bash
|
||||
# src-ui/
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user