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		@@ -3,7 +3,11 @@
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Paperless
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=========
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Scan, index, and archive all of your paper documents.  Say goodbye to paper.
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Paperless is a simple Django application running in two parts: 
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a :ref:`consumer <utilities-consumer>` (the thing that does the indexing) and 
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the :ref:`webserver <utilities-webserver>` (the part that lets you search & download
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already-indexed documents). If you want to learn more about its functions keep on 
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reading after the installation section.
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.. _index-why-this-exists:
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@@ -15,10 +19,11 @@ Paper is a nightmare.  Environmental issues aside, there's no excuse for it in
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the 21st century.  It takes up space, collects dust, doesn't support any form of
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a search feature, indexing is tedious, it's heavy and prone to damage & loss.
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I wrote this to make "going paperless" easier.  I wanted to be able to feed
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documents right from the post box into the scanner and then shred them so I
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never have to worry about finding stuff again.  Perhaps you might find it useful
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too.
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I wrote this to make "going paperless" easier.  I do not have to worry about 
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finding stuff again. I feed documents right from the post box into the scanner and 
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then shred them.  Perhaps you might find it useful too.
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Contents
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@@ -4,7 +4,7 @@ Requirements
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============
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You need a Linux machine or Unix-like setup (theoretically an Apple machine
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should work) that has the following software installed on it:
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should work) that has the following software installed:
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* `Python3`_ (with development libraries, pip and virtualenv)
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* `GNU Privacy Guard`_
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@@ -21,14 +21,14 @@ should work) that has the following software installed on it:
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Notably, you should confirm how you access your Python3 installation.  Many
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Linux distributions will install Python3 in parallel to Python2, using the names
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``python3`` and ``python`` respectively.  The same goes for ``pip3`` and
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``pip``.  Using Python2 will likely break things, so make sure that you're using
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the right version.
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``pip``.  Running Paperless with Python2 will likely break things, so make sure that 
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you're using the right version.
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For the purposes of simplicity, ``python`` and ``pip`` is used everywhere to
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refer to their Python 3 versions.
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refer to their Python3 versions.
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In addition to the above, there are a number of Python requirements, all of
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which are listed in a file called ``requirements.txt`` in the project root.
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which are listed in a file called ``requirements.txt`` in the project root directory.
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If you're not working on a virtual environment (like Vagrant or Docker), you
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should probably be using a virtualenv, but that's your call.  The reasons why
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@@ -67,7 +67,7 @@ dependencies is easy:
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    $ pip install --user --requirement /path/to/paperless/requirements.txt
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This should download and install all of the requirements into
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This will download and install all of the requirements into
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``${HOME}/.local``.  Remember that your distribution may be using ``pip3`` as
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mentioned above.
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@@ -86,8 +86,8 @@ enter it, and install the requirements using the ``requirements.txt`` file:
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    $ . /path/to/arbitrary/directory/bin/activate
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    $ pip install  --requirement /path/to/paperless/requirements.txt
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Now you're ready to go.  Just remember to enter your virtualenv whenever you
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want to use Paperless.
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Now you're ready to go.  Just remember to enter (activate) your virtualenv 
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whenever you want to use Paperless.
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.. _requirements-documentation:
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@@ -95,7 +95,7 @@ want to use Paperless.
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Documentation
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-------------
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As generation of the documentation is not required for use of Paperless,
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As generation of the documentation is not required for the use of Paperless,
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dependencies for this process are not included in ``requirements.txt``.  If
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you'd like to generate your own docs locally, you'll need to:
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@@ -4,9 +4,8 @@ Setup
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=====
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Paperless isn't a very complicated app, but there are a few components, so some
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basic documentation is in order.  If you go follow along in this document and
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still have trouble, please open an `issue on GitHub`_ so I can fill in the
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gaps.
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basic documentation is in order.  If you follow along in this document and still 
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have trouble, please open an `issue on GitHub`_ so I can fill in the gaps.
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.. _issue on GitHub: https://github.com/danielquinn/paperless/issues
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@@ -28,6 +27,7 @@ or just download the tarball and go that route:
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.. code:: bash
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    $ cd to the directory where you want to run Paperless
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    $ wget https://github.com/danielquinn/paperless/archive/master.zip
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    $ unzip master.zip
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    $ cd paperless-master
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@@ -42,8 +42,10 @@ You can go multiple routes with setting up and running Paperless. The `Vagrant
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route`_ is quick & easy, but means you're running a VM which comes with memory
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consumption etc. We also `support Docker`_, which you can use natively under
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Linux and in a VM with `Docker Machine`_ (this guide was written for native
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Docker usage under Linux, you might have to adapt it for Docker Machine.)
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Alternatively the standard, `bare metal`_ approach is a little more
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Docker usage under Linux, you might have to adapt it for Docker Machine.) 
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Not to forget the virtualenv, this is similar to `bare metal`_ with the exception
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that you have to activate the virtualenv first.
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Last but not least, the standard `bare metal`_ approach is a little more
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complicated, but worth it because it makes it easier should you want to
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contribute some code back.
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@@ -59,9 +61,11 @@ Standard (Bare Metal)
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.....................
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1. Install the requirements as per the :ref:`requirements <requirements>` page.
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2. Change to the ``src`` directory in this repo.
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3. Copy ``paperless.conf.example`` to ``/etc/paperless.conf`` and open it in
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   your favourite editor.  Set the values for:
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2. Within the extract of master.zip go to the ``src`` directory.
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3. Copy ``paperless.conf.example`` to ``/etc/paperless.conf`` also the virtual 
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   envrionment look there for it and open it in your favourite editor.  
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   Because this file contains passwords it should only be readable by user root
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   and paperless !  Set the values for:
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    * ``PAPERLESS_CONSUMPTION_DIR``: this is where your documents will be
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      dumped to be consumed by Paperless.
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@@ -70,18 +74,18 @@ Standard (Bare Metal)
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    * ``PAPERLESS_OCR_THREADS``: this is the number of threads the OCR process
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      will spawn to process document pages in parallel.
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4. Initialise the database with ``./manage.py migrate``.
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4. Initialise the SQLite database with ``./manage.py migrate``.
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5. Create a user for your Paperless instance with
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   ``./manage.py createsuperuser``. Follow the prompts to create your user.
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6. Start the webserver with ``./manage.py runserver <IP>:<PORT>``.
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   If no specifc IP or port are given, the default is ``127.0.0.1:8000``.
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   You should now be able to visit your (empty) `Paperless webserver`_ at
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   ``127.0.0.1:8000`` (or whatever you chose).  You can login with the
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   user/pass you created in #5.
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   If no specifc IP or port are given, the default is ``127.0.0.1:8000`` 
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   also known as http://localhost:8000/.
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   You should now be able to visit your (empty) at `Paperless webserver`_ or 
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   whatever you chose before.  You can login with the user/pass you created in #5.
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7. In a separate window, change to the ``src`` directory in this repo again,
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   but this time, you should start the consumer script with
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   ``./manage.py document_consumer``.
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8. Scan something.  Put it in the ``CONSUMPTION_DIR``.
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8. Scan something or put a file into the  ``CONSUMPTION_DIR``.
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9. Wait a few minutes
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10. Visit the document list on your webserver, and it should be there, indexed
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    and downloadable.
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@@ -299,10 +303,11 @@ Standard (Bare Metal, Systemd)
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If you're running on a bare metal system that's using Systemd, you can use the
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service unit files in the ``scripts`` directory to set this up.  You'll need to
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create a user called ``paperless`` and setup Paperless to be in a place that
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this new user can read and write to. Be sure to edit the service scripts to point
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to the proper location of your paperless install, referencing the appropriate Python
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binary. For example: ``ExecStart=/path/to/python3 /path/to/paperless/src/manage.py document_consumer``.
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create a user called ``paperless`` (without login (if not already done so #5)) and 
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setup Paperless to be in a place that this new user can read and write to. Be sure 
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to edit the service  scripts to point to the proper location of your paperless install, 
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referencing the appropriate Python binary. For example: 
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``ExecStart=/path/to/python3 /path/to/paperless/src/manage.py document_consumer``.
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If you don't want to make a new user, you can change the ``Group`` and ``User`` variables
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accordingly.
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@@ -344,7 +349,7 @@ after restarting your system:
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  If you are using a network interface other than ``eth0``, you will have to
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  change ``IFACE=eth0``. For example, if you are connected via WiFi, you will
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  likely need to replace ``eth0`` above with ``wlan0``. To see all interfaces,
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  run ``ifconfig``.
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  run ``ifconfig -a``.
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  Save the file.
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