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Documentation: documentation updates
This commit is contained in:
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@ -55,7 +55,7 @@ A full list of [features](https://docs.paperless-ngx.com/#features) and [screens
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# Getting started
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# Getting started
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The easiest way to deploy paperless is `docker compose`. The files in the [`/docker/compose` directory](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose) are configured to pull the image from GitHub Packages.
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The easiest way to deploy paperless is `docker compose`. The files in the [`/docker/compose` directory](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose) are configured to pull the image from the GitHub container registry.
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If you'd like to jump right in, you can configure a `docker compose` environment with our install script:
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If you'd like to jump right in, you can configure a `docker compose` environment with our install script:
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@ -1,26 +1,17 @@
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###############################################################################
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# Paperless-ngx settings #
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###############################################################################
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# See http://docs.paperless-ngx.com/configuration/ for all available options.
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# The UID and GID of the user used to run paperless in the container. Set this
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# The UID and GID of the user used to run paperless in the container. Set this
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# to your UID and GID on the host so that you have write access to the
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# to your UID and GID on the host so that you have write access to the
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# consumption directory.
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# consumption directory.
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#USERMAP_UID=1000
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#USERMAP_UID=1000
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#USERMAP_GID=1000
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#USERMAP_GID=1000
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# Additional languages to install for text recognition, separated by a
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# See the documentation linked above for all options. A few commonly adjusted settings
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# whitespace. Note that this is
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# are provided below.
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# different from PAPERLESS_OCR_LANGUAGE (default=eng), which defines the
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# language used for OCR.
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# The container installs English, German, Italian, Spanish and French by
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# default.
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# See https://packages.debian.org/search?keywords=tesseract-ocr-&searchon=names&suite=buster
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# for available languages.
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#PAPERLESS_OCR_LANGUAGES=tur ces
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###############################################################################
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# Paperless-specific settings #
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###############################################################################
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# All settings defined in the paperless.conf.example can be used here. The
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# Docker setup does not use the configuration file.
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# A few commonly adjusted settings are provided below.
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# This is required if you will be exposing Paperless-ngx on a public domain
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# This is required if you will be exposing Paperless-ngx on a public domain
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# (if doing so please consider security measures such as reverse proxy)
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# (if doing so please consider security measures such as reverse proxy)
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@ -30,13 +21,17 @@
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# be a very long sequence of random characters. You don't need to remember it.
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# be a very long sequence of random characters. You don't need to remember it.
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#PAPERLESS_SECRET_KEY=change-me
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#PAPERLESS_SECRET_KEY=change-me
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# Use this variable to set a timezone for the Paperless Docker containers. If not specified, defaults to UTC.
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# Use this variable to set a timezone for the Paperless Docker containers. Defaults to UTC.
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#PAPERLESS_TIME_ZONE=America/Los_Angeles
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#PAPERLESS_TIME_ZONE=America/Los_Angeles
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# The default language to use for OCR. Set this to the language most of your
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# The default language to use for OCR. Set this to the language most of your
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# documents are written in.
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# documents are written in.
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#PAPERLESS_OCR_LANGUAGE=eng
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#PAPERLESS_OCR_LANGUAGE=eng
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# Set if accessing paperless via a domain subpath e.g. https://domain.com/PATHPREFIX and using a reverse-proxy like traefik or nginx
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# Additional languages to install for text recognition, separated by a whitespace.
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#PAPERLESS_FORCE_SCRIPT_NAME=/PATHPREFIX
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# Note that this is different from PAPERLESS_OCR_LANGUAGE (default=eng), which defines
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#PAPERLESS_STATIC_URL=/PATHPREFIX/static/ # trailing slash required
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# the language used for OCR.
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# The container installs English, German, Italian, Spanish and French by default.
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# See https://packages.debian.org/search?keywords=tesseract-ocr-&searchon=names&suite=buster
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# for available languages.
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#PAPERLESS_OCR_LANGUAGES=tur ces
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136
docs/setup.md
136
docs/setup.md
@ -2,10 +2,10 @@
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You can go multiple routes to setup and run Paperless:
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You can go multiple routes to setup and run Paperless:
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- [Use the easy install docker script](#docker_script)
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- [Use the script to setup a Docker install](#docker_script)
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- [Pull the image from Docker Hub](#docker_hub)
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- [Use the Docker compose templates](#docker)
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- [Build the Docker image yourself](#docker_build)
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- [Build the Docker image yourself](#docker_build)
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- [Install Paperless directly on your system manually (bare metal)](#bare_metal)
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- [Install Paperless-ngx directly on your system manually ("bare metal")](#bare_metal)
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- A user-maintained list of commercial hosting providers can be found [in the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects)
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- A user-maintained list of commercial hosting providers can be found [in the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects)
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The Docker routes are quick & easy. These are the recommended routes.
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The Docker routes are quick & easy. These are the recommended routes.
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@ -18,19 +18,14 @@ The bare metal route is complicated to setup but makes it easier should
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you want to contribute some code back. You need to configure and run the
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you want to contribute some code back. You need to configure and run the
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above mentioned components yourself.
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above mentioned components yourself.
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### Docker using the Installation Script {#docker_script}
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### Use the Installation Script {#docker_script}
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Paperless provides an interactive installation script. This script will
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Paperless provides an interactive installation script to setup a Docker Compose
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ask you for a couple configuration options, download and create the
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installation. The script asks for a couple configuration options, and will then create the
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necessary configuration files, pull the docker image, start paperless
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necessary configuration files, pull the docker image, start Paperless-ngx and create your superuser
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and create your user account. This script essentially performs all the
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account. The script essentially automatically performs the steps described in [Docker setup](#docker).
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steps described in [Docker setup](#docker_hub) automatically.
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1. Make sure that Docker and Docker Compose are installed.
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1. Make sure that Docker and Docker Compose are [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
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!!! tip
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See the Docker installation instructions at https://docs.docker.com/engine/install/
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2. Download and run the installation script:
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2. Download and run the installation script:
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@ -43,83 +38,46 @@ steps described in [Docker setup](#docker_hub) automatically.
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macOS users will need to install e.g. [gnu-sed](https://formulae.brew.sh/formula/gnu-sed) with support
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macOS users will need to install e.g. [gnu-sed](https://formulae.brew.sh/formula/gnu-sed) with support
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for running as `sed`.
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for running as `sed`.
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### From GHCR / Docker Hub {#docker_hub}
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### Use Docker Compose {#docker}
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1. Login with your user and create a folder in your home-directory to have a place for your
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1. Make sure that Docker and Docker Compose are [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
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configuration files and consumption directory.
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```shell-session
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$ mkdir -v ~/paperless-ngx
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```
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2. Go to the [/docker/compose directory on the project
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2. Go to the [/docker/compose directory on the project
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page](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
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page](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose){:target="\_blank"}
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and download one of the `docker-compose.*.yml` files,
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and download one of the `docker-compose.*.yml` files, depending on which database backend
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depending on which database backend you want to use. Rename this
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you want to use. Place the files in a local directory and rename it `docker-compose.yml`. Download the
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file to `docker-compose.yml`. If you want to enable
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`docker-compose.env` file and the `.env` file as well in the same directory.
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optional support for Office documents, download a file with
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`-tika` in the file name. Download the
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If you want to enable optional support for Office and other documents, download a
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`docker-compose.env` file and the `.env` file as well and store them
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file with `-tika` in the file name.
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in the same directory.
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!!! tip
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!!! tip
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For new installations, it is recommended to use PostgreSQL as the
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For new installations, it is recommended to use PostgreSQL as the
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database backend.
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database backend.
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3. Install [Docker](https://docs.docker.com/engine/install/) and
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3. Modify `docker-compose.yml` as needed. For example, you may want to change the paths to the
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[Docker Compose](https://docs.docker.com/compose/install/).
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consumption, media etc. directories to use 'bind mounts'.
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Find the line that specifies where to mount the directory, e.g.:
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!!! warning
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If you want to use the included `docker-compose.*.yml` file, you
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need to have at least Docker version **17.09.0** and Docker Compose
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version **v2**. To check do: `docker compose version` or `docker -v`
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See the [Docker installation guide](https://docs.docker.com/engine/install/) on how to install the current
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version of Docker for your operating system or Linux distribution of
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choice. To get the latest version of Docker Compose, follow the
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[Docker Compose installation guide](https://docs.docker.com/compose/install/linux/) if your package repository
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doesn't include it.
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4. Modify `docker-compose.yml` to your preferences. You may want to
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change the path to the consumption directory. Find the line that
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specifies where to mount the consumption directory:
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```yaml
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```yaml
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- ./consume:/usr/src/paperless/consume
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- ./consume:/usr/src/paperless/consume
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```
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```
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Replace the part BEFORE the colon with a local directory of your
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Replace the part _before_ the colon with a local directory of your choice:
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choice:
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```yaml
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```yaml
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- /home/jonaswinkler/paperless-inbox:/usr/src/paperless/consume
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- /home/jonaswinkler/paperless-inbox:/usr/src/paperless/consume
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```
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```
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Don't change the part after the colon or paperless won't find your
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You may also want to change the default port that the webserver will
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documents.
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use from the default (8000) to something else, e.g. for port 8010:
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You may also need to change the default port that the webserver will
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use from the default (8000):
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```yaml
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ports:
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- 8000:8000
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```
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Replace the part BEFORE the colon with a port of your choice:
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```yaml
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```yaml
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ports:
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ports:
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- 8010:8000
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- 8010:8000
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```
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```
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Don't change the part after the colon or edit other lines that
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refer to port 8000. Modifying the part before the colon will map
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requests on another port to the webserver running on the default
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port.
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**Rootless**
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**Rootless**
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!!! warning
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!!! warning
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> user: <user_id>
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> user: <user_id>
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> ```
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> ```
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5. Modify `docker-compose.env`, following the comments in the file. The
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4. Modify `docker-compose.env` with any configuration options you'd like.
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most important change is to set `USERMAP_UID` and `USERMAP_GID` to
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See the [configuration documentation](configuration.md) for all options.
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the uid and gid of your user on the host system. Use `id -u` and
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`id -g` to get these.
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This ensures that both the docker container and you on the host
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You may also need to set `USERMAP_UID` and `USERMAP_GID` to
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machine have write access to the consumption directory. If your UID
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the uid and gid of your user on the host system. Use `id -u` and
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`id -g` to get these. This ensures that both the container and the host
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user have write access to the consumption directory. If your UID
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and GID on the host system is 1000 (the default for the first normal
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and GID on the host system is 1000 (the default for the first normal
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user on most systems), it will work out of the box without any
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user on most systems), it will work out of the box without any
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modifications. `id "username"` to check.
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modifications. Run `id "username"` to check.
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!!! note
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You can copy any setting from the file `paperless.conf.example` and
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paste it here. Have a look at [configuration](configuration.md) to see what's available.
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!!! note
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!!! note
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@ -174,9 +127,11 @@ steps described in [Docker setup](#docker_hub) automatically.
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[`PAPERLESS_CONSUMER_POLLING`](configuration.md#PAPERLESS_CONSUMER_POLLING), which will disable inotify. See
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[`PAPERLESS_CONSUMER_POLLING`](configuration.md#PAPERLESS_CONSUMER_POLLING), which will disable inotify. See
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[here](configuration.md#polling).
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[here](configuration.md#polling).
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6. Run `docker compose pull`. This will pull the image.
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5. Run `docker compose pull`. This will pull the image from the GitHub container registry
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by default but you can change the image to pull from Docker Hub by changing the `image`
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line to `image: paperless-ngx/paperless-ngx:latest`.
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7. To be able to login, you will need a super user. To create it,
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6. To be able to login, you will need a "superuser". To create it,
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execute the following command:
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execute the following command:
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```shell-session
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```shell-session
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$ python3 manage.py createsuperuser
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$ python3 manage.py createsuperuser
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```
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```
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This will prompt you to set a username, an optional e-mail address
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This will guide you through the superuser setup.
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and finally a password (at least 8 characters).
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8. Run `docker compose up -d`. This will create and start the necessary containers.
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7. Run `docker compose up -d`. This will create and start the necessary containers.
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9. The default `docker-compose.yml` exports the webserver on your local
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8. Congratulations! Your Paperless-ngx instance should now be accessible at `http://127.0.0.1:8000`
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port
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(or similar, depending on your configuration). Use the superuser credentials you have
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created in the previous step to login.
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8000\. If you did not change this, you should now be able to visit
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your Paperless instance at `http://127.0.0.1:8000` or your servers
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IP-Address:8000. Use the login credentials you have created with the
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previous step.
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### Build the Docker image yourself {#docker_build}
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### Build the Docker image yourself {#docker_build}
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@ -234,8 +184,8 @@ steps described in [Docker setup](#docker_hub) automatically.
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context: .
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context: .
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```
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```
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4. Follow steps 3 to 8 of [Docker Setup](#docker_hub). When asked to run
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4. Follow the [Docker setup](#docker) above except when asked to run
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`docker compose pull` to pull the image, do
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`docker compose pull` to pull the image, run
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```shell-session
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```shell-session
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$ docker compose build
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$ docker compose build
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@ -643,7 +593,7 @@ Migration to paperless-ngx is then performed in a few simple steps:
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after you migrated your existing SQLite database.
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after you migrated your existing SQLite database.
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5. Adjust `docker-compose.yml` and `docker-compose.env` to your needs.
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5. Adjust `docker-compose.yml` and `docker-compose.env` to your needs.
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See [Docker setup](#docker_hub) details on
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See [Docker setup](#docker) details on
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which edits are advised.
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which edits are advised.
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6. [Update paperless.](administration.md#updating)
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6. [Update paperless.](administration.md#updating)
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