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