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removed the encryption logic.
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@ -5,6 +5,16 @@
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Changelog
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*********
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paperless-ng 0.9.4
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##################
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* Front end: Clickable tags, correspondents and types allow quick filtering for related documents.
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* Front end: Saved views are now editable.
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* Front end: Preview documents directly in the browser.
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* Fixes:
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* A severe error when trying to use post consume scripts.
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* The documentation now contains information about bare metal installs.
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paperless-ng 0.9.3
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##################
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@ -20,7 +30,7 @@ paperless-ng 0.9.3
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aware of.
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* Issue with the automatic classifier not working with only one tag.
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* A couple issues with the search index being opened to eagerly.
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* Added lots of tests for various parts of the application.
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paperless-ng 0.9.2
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142
docs/setup.rst
142
docs/setup.rst
@ -208,9 +208,147 @@ Docker Route
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Bare Metal Route
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================
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.. warning::
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Paperless runs on linux only. The following procedure has been tested on a minimal
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installation of Debian/Buster, which is the current stable release at the time of
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writing. Windows is not and will never be supported.
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TBD. User docker for now.
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1. Install dependencies. Paperless requires the following packages.
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* ``python3`` 3.6, 3.7, 3.8 (3.9 is untested).
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* ``python3-pip``, optionally ``pipenv`` for package installation
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* ``python3-dev``
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* ``imagemagick`` >= 6 for PDF conversion
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* ``unpaper`` for cleaning documents before OCR
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* ``ghostscript``
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* ``optipng`` for optimising thumbnails
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* ``tesseract-ocr`` >= 4.0.0 for OCR
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* ``tesseract-ocr`` language packs (``tesseract-ocr-eng``, ``tesseract-ocr-deu``, etc)
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* ``gnupg`` for handling encrypted documents
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* ``libpoppler-cpp-dev`` for PDF to text conversion
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* ``libmagic-dev`` for mime type detection
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* ``libpq-dev`` for PostgreSQL
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You will also need ``build-essential``, ``python3-setuptools`` and ``python3-wheel``
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for installing some of the python dependencies. You can remove that
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again after installation.
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2. Install ``redis`` >= 5.0 and configure it to start automatically.
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3. Optional. Install ``postgresql`` and configure a database, user and password for paperless. If you do not wish
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to use PostgreSQL, SQLite is avialable as well.
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4. Get the release archive. If you pull the git repo as it is, you also have to compile the front end by yourself.
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Extract the frontend to a place from where you wish to execute it, such as ``/opt/paperless``.
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5. Configure paperless. See :ref:`configuration` for details. Edit the included ``paperless.conf`` and adjust the
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settings to your needs. Required settings for getting paperless running are:
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* ``PAPERLESS_REDIS`` should point to your redis server, such as redis://localhost:6379.
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* ``PAPERLESS_DBHOST`` should be the hostname on which your PostgreSQL server is running. Do not configure this
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to use SQLite instead. Also configure port, database name, user and password as necessary.
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* ``PAPERLESS_CONSUMPTION_DIR`` should point to a folder which paperless should watch for documents. You might
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want to have this somewhere else. Likewise, ``PAPERLESS_DATA_DIR`` and ``PAPERLESS_MEDIA_ROOT`` define where
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paperless stores its data. If you like, you can point both to the same directory.
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* ``PAPERLESS_SECRET_KEY`` should be a random sequence of characters. It's used for authentication. Failure
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to do so allows third parties to forge authentication credentials.
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Many more adjustments can be made to paperless, especially the OCR part. The following options are recommended
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for everyone:
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* Set ``PAPERLESS_OCR_LANGUAGE`` to the language most of your documents are written in.
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* Set ``PAPERLESS_TIME_ZONE`` to your local time zone.
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6. Setup permissions. Create a system users under which you wish to run paperless. Ensure that these directories exist
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and that the user has write permissions to the following directories
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* ``/opt/paperless/media``
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* ``/opt/paperless/data``
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* ``/opt/paperless/consume``
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Adjust as necessary if you configured different folders.
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7. Install python requirements. Paperless comes with both Pipfiles for ``pipenv`` as well as with a ``requirements.txt``.
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Both will install exactly the same requirements. It is up to you if you wish to use a virtual environment or not.
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8. Go to ``/opt/paperless/src``, and execute the following commands:
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.. code:: bash
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# This collects static files from paperless and django.
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python3 manage.py collectstatic --clear --no-input
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# This creates the database schema.
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python3 manage.py migrate
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# This creates your first paperless user
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python3 manage.py createsuperuser
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9. Optional: Test that paperless is working by executing
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.. code:: bash
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# This collects static files from paperless and django.
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python3 manage.py runserver
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and pointing your browser to http://localhost:8000/.
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.. warning::
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This is a development server which should not be used in
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production.
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.. hint::
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This will not start the consumer. Paperless does this in a
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separate process.
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10. Setup systemd services to run paperless automatically. You may
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use the service definition files included in the ``scripts`` folder
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as a starting point.
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Paperless needs the ``webserver`` script to run the webserver, the
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``consumer`` script to watch the input folder, and the ``scheduler``
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script to run tasks such as email checking and document consumption.
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These services rely on redis and optionally the database server, but
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don't need to be started in any particular order. The example files
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depend on redis being started. If you use a database server, you should
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add additinal dependencies.
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.. hint::
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You may optionally set up your preferred web server to serve
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paperless as a wsgi application directly instead of running the
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``webserver`` service. The module containing the wsgi application
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is named ``paperless.wsgi``.
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.. caution::
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The included scripts run a ``gunicorn`` standalone server,
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which is fine for running paperless. It does support SSL,
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however, the documentation of GUnicorn states that you should
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use a proxy server in front of gunicorn instead.
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11. Optional: Install a samba server and make the consumption folder
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available as a network share.
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12. Configure ImageMagick to allow processing of PDF documents. Most distributions have
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this disabled by default, since PDF documents can contain malware. If
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you don't do this, paperless will fall back to ghostscript for certain steps
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such as thumbnail generation.
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Edit ``/etc/ImageMagick-6/policy.xml`` and adjust
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.. code::
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<policy domain="coder" rights="none" pattern="PDF" />
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to
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.. code::
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<policy domain="coder" rights="read|write" pattern="PDF" />
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Migration to paperless-ng
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#########################
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mkdir "$PAPERLESS_DIST"
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mkdir "$PAPERLESS_DIST_APP"
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mkdir "$PAPERLESS_DIST_APP/docker"
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mkdir "$PAPERLESS_DIST_APP/scripts"
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mkdir "$PAPERLESS_DIST_DOCKERFILES"
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# setup dependencies.
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@ -104,6 +105,11 @@ cp "$PAPERLESS_ROOT/docker/gunicorn.conf.py" "$PAPERLESS_DIST_APP/docker/"
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cp "$PAPERLESS_ROOT/docker/imagemagick-policy.xml" "$PAPERLESS_DIST_APP/docker/"
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cp "$PAPERLESS_ROOT/docker/supervisord.conf" "$PAPERLESS_DIST_APP/docker/"
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# auxiliary files for bare metal installs
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cp "$PAPERLESS_ROOT/scripts/paperless-webserver.service" "$PAPERLESS_DIST_APP/scripts/"
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cp "$PAPERLESS_ROOT/scripts/paperless-consumer.service" "$PAPERLESS_DIST_APP/scripts/"
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cp "$PAPERLESS_ROOT/scripts/paperless-scheduler.service" "$PAPERLESS_DIST_APP/scripts/"
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# try to make the docker build.
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cd "$PAPERLESS_DIST_APP"
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[Unit]
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Description=Paperless consumer
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Requires=redis.service
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[Service]
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User=paperless
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Group=paperless
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ExecStart=/home/paperless/project/virtualenv/bin/python /home/paperless/project/src/manage.py document_consumer
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WorkingDirectory=/opt/paperless/src
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ExecStart=python3 manage.py document_consumer
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[Install]
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WantedBy=multi-user.target
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12
scripts/paperless-scheduler.service
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12
scripts/paperless-scheduler.service
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[Unit]
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Description=Paperless consumer
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Requires=redis.service
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[Service]
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User=paperless
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Group=paperless
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WorkingDirectory=/opt/paperless/src
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ExecStart=python3 manage.py qcluster
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[Install]
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WantedBy=multi-user.target
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Description=Paperless webserver
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After=network.target
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Wants=network.target
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Requires=redis.service
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[Service]
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User=paperless
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Group=paperless
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ExecStart=/home/paperless/project/virtualenv/bin/gunicorn --pythonpath=/home/paperless/project/src paperless.wsgi -w 2
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WorkingDirectory=/opt/paperless/src
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ExecStart=/opt/paperless/.local/bin/gunicorn paperless.wsgi -w 2 -b 0.0.0.0:8000
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[Install]
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WantedBy=multi-user.target
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