Documentation improvements.
- Fixing some typos. - Quick review of the current state.
This commit is contained in:
@@ -10,7 +10,7 @@ Getting help
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============
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============
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* Search for information in the `archives of the mayan-edms mailing list`_, or
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* Search for information in the `archives of the mayan-edms mailing list`_, or
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`post a question`_. If you prefer news servers, use the gateway provided by Gname_.
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`post a question`_. If you prefer news servers, use the gateway provided by Gmane_.
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* Report bugs with **Mayan EDMS** using Github's `ticket tracker`_.
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* Report bugs with **Mayan EDMS** using Github's `ticket tracker`_.
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* Try the :doc:`FAQ <topics/faq>` -- it's got answers to many common questions.
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* Try the :doc:`FAQ <topics/faq>` -- it's got answers to many common questions.
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@@ -13,7 +13,7 @@ What's new in Mayan EDMS v1.1
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Celery
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Celery
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~~~~~~
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~~~~~~
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All background tasks processing has been converted to use Celery_. By default
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All background tasks processing has been converted to use Celery_. By default
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**Mayan EDMS** runs in "Eager" until a broker and result backend are configure
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**Mayan EDMS** runs in "Eager" until a broker and result backend are configured
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as per `Celery's documentation`_. This change made the built-in scheduler and
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as per `Celery's documentation`_. This change made the built-in scheduler and
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job_processing apps obsolete, both were removed.
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job_processing apps obsolete, both were removed.
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@@ -29,7 +29,7 @@ Removal of the splash screen
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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The static image home screen has been replaced with a quick links view, showing
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The static image home screen has been replaced with a quick links view, showing
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the most used actions: Uploading documents, viewing recent documents, viewing
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the most used actions: Uploading documents, viewing recent documents, viewing
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all document and searching documents.
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all documents and searching documents.
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Sending and receiving documents via email
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Sending and receiving documents via email
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@@ -67,7 +67,7 @@ with the latest development version of **Mayan EDMS**.
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User locale profile (language and timezone)
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User locale profile (language and timezone)
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Interface language and locale setting can now be setup for each user and are not
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Interface language and locale setting can now be setup for each user and are not
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installation wide as before. Date and times offests are automatically ajusted to
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installation wide as before. Date and times offsets are automatically ajusted to
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each user's timezone settings.
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each user's timezone settings.
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@@ -85,7 +85,7 @@ the type to which they are associated is updated.
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Optional and required metadata types
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Optional and required metadata types
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Metadata types can now be assigned in two ways to documents types, as optiona or
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Metadata types can now be assigned in two ways to documents types, as optional or
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required. Values for required metadata types as the name implies, must be entered
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required. Values for required metadata types as the name implies, must be entered
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for documents to be able to be uploaded. Optional metadata types on the other hand
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for documents to be able to be uploaded. Optional metadata types on the other hand
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can be left blank by the user.
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can be left blank by the user.
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@@ -128,13 +128,13 @@ Many new API endpoints have been added exposing the majority of **Mayan EDMS** f
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Messages contextual improvements
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Messages contextual improvements
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Many updates and simplifications were made to the source text messages to reduce the
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Many updates and simplifications were made to the source text messages to reduce the
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dificulty of traslating **Mayan EDMS** and maintaing the contextual meaning of the
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difficulty of translating **Mayan EDMS** and maintaing the contextual meaning of the
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text messages.
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text messages.
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Improved method for custom settings
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Improved method for custom settings
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Custom setting now use a string based value, it is longer needed to import
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Custom settings now use a string based value, it is longer needed to import
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classes when customizing a settings::
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classes when customizing a setting::
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from custom_app.backends import CustomStorageBackend
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from custom_app.backends import CustomStorageBackend
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DOCUMENTS_STORAGE_BACKEND = CustomStorageBackend
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DOCUMENTS_STORAGE_BACKEND = CustomStorageBackend
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@@ -5,7 +5,7 @@ Development
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**Mayan EDMS** is under active development, and contributions are welcome.
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**Mayan EDMS** is under active development, and contributions are welcome.
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If you have a feature request, suggestion, or bug reports, please open a new
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If you have a feature request, suggestion or bug report, please open a new
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issue on the `GitHub issue tracker`_. To submit patches, please send a pull
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issue on the `GitHub issue tracker`_. To submit patches, please send a pull
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request on GitHub_. Make sure to add yourself to the :ref:`contributors` file.
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request on GitHub_. Make sure to add yourself to the :ref:`contributors` file.
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@@ -261,7 +261,7 @@ Views behavior
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Source Control
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Source Control
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--------------
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--------------
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**Mayan EDMS** source is controlled with Git_
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**Mayan EDMS** source is controlled with Git_.
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The project is publicly accessible, hosted and can be cloned from **GitHub** using::
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The project is publicly accessible, hosted and can be cloned from **GitHub** using::
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@@ -283,7 +283,7 @@ Git branch structure
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Released versions.
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Released versions.
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Each release is tagged and available for download on the Downloads_ section of the **Mayan EDMS** repository on GitHub_
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Each release is tagged and available for download on the Downloads_ section of the **Mayan EDMS** repository on GitHub_.
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When submitting patches, please place your code in its own ``feature/`` branch prior to opening a pull request on GitHub_.
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When submitting patches, please place your code in its own ``feature/`` branch prior to opening a pull request on GitHub_.
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@@ -349,8 +349,8 @@ Then on a separate console launch a celery worker from the same provisioned Vagr
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Contributing changes
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Contributing changes
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--------------------
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--------------------
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Once your have create and committed some new code or feature, submit a Pull Request.
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Once your have created and committed some new code or feature, submit a Pull Request.
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Be sure to merge with mayan-edms/master before doing a pull request so that patches
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Be sure to merge with mayan-edms/development before doing a pull request so that patches
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apply as cleanly as possible. If there are no conflicts, Pull Requests can be merged
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apply as cleanly as possible. If there are no conflicts, Pull Requests can be merged
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directly from Github otherwise a manual command line merge has to be done and
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directly from Github otherwise a manual command line merge has to be done and
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your patches might take longer to get merged.
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your patches might take longer to get merged.
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@@ -440,7 +440,7 @@ You can also generate the documentation in formats other than HTML.
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Translations
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Translations
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------------
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------------
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Translations are now being handled online via the **Transifex** website: https://www.transifex.com/projects/p/mayan-edms/.
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Translations are handled online via the **Transifex** website: https://www.transifex.com/projects/p/mayan-edms/.
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To create a translation team for a new language or contribute to an already
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To create a translation team for a new language or contribute to an already
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existing language translation, create a **Transifex** account and contact
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existing language translation, create a **Transifex** account and contact
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the team coordinator of the respective language in which you are interested.
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the team coordinator of the respective language in which you are interested.
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@@ -11,8 +11,8 @@ Document sources
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----------------
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----------------
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Document sources define from where documents will be uploaded or gathered.
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Document sources define from where documents will be uploaded or gathered.
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To do add a document source go to the ``Setup`` section, then to the ``Sources`` section.
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To add a document source go to the ``Setup`` section, then to the ``Sources`` section.
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To obtain the fastest working setup, create a new source of type ``Web forms``.
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To obtain the fastest working setup, create a new source of type ``Web form``.
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``Web forms`` are just HTML forms with a ``Browse`` button that will open the file upload
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``Web forms`` are just HTML forms with a ``Browse`` button that will open the file upload
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dialog when clicked. Name it something simple like ``Local documents`` and select whether or not
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dialog when clicked. Name it something simple like ``Local documents`` and select whether or not
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compressed files uploaded from this source will be automatically decompressed and
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compressed files uploaded from this source will be automatically decompressed and
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@@ -35,10 +35,10 @@ Defining metadata
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With your document types defined it should be much easier now to define the required
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With your document types defined it should be much easier now to define the required
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``metadata`` for each of these document types. When creating ``metadata`` types,
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``metadata`` for each of these document types. When creating ``metadata`` types,
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the first thing that will be needed is the internal name with which this metadata
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the first thing that will be needed is the internal name with which this metadata
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type will be referenced in other areas of **Mayan EDMS**. Internal name is like a
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type will be referenced in other areas of **Mayan EDMS**. The internal name must not
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variable so it should not contain spaces or uppercase characters. After the internal name,
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contain spaces or uppercase characters. After the internal name, enter the name that
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enter the name that will be visible to you and your users, this is usually the same as the
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will be visible to you and your users, which usually will be similar or the same as the
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internal name but with proper capitalization and spacing. The ``metadata types``
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internal name, but with proper capitalization and spacing. The ``metadata types``
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can have default values to speed up data entry. They can be single number or a
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can have default values to speed up data entry. They can be single number or a
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words enclosed in quotes, ie::
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words enclosed in quotes, ie::
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@@ -64,16 +64,16 @@ this will ensure an unified data entry formatting. You can also use a
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Metadata types can be assigned in two ways to a document type, by making it an
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Metadata types can be assigned in two ways to a document type, by making it an
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optional or a required metadata type for a specific document. This method
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optional or a required metadata type for a specific document. This method
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allows metadata that is very important to some types of documents, like Invoice
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allows metadata very important for some types of documents (like Invoice
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numbers to Invoices to be required in other for an Invoice to be able to be uploaded.
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numbers to Invoices) to be required for an Invoice to be able to be uploaded.
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Accordingly optional metadata types will presented but users are not required to
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Accordingly optional metadata types will be presented, but users are not required to
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enter a value in other to be able to upload a document.
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enter a value to be able to upload a document.
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Indexes
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Indexes
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-------
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-------
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After defining all your metadata types you can also define indexes to
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After defining all your metadata types you can also define indexes to
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let **Mayan EDMS** to automatically categorize your documents based on their metadata values.
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let **Mayan EDMS** automatically categorize your documents based on their metadata values.
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To create an index to organize invoices by a year metadata field do the following:
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To create an index to organize invoices by a year metadata field do the following:
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- Create a year metadata type with the name ``year`` and the label ``Year``.
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- Create a year metadata type with the name ``year`` and the label ``Year``.
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@@ -2,7 +2,7 @@
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Permissions
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Permissions
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===========
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===========
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**Mayan EDMS** provides very exact control over what activies users can
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**Mayan EDMS** provides finegrained control over which activities users can
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perform. This control is divided into two levels of operation:
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perform. This control is divided into two levels of operation:
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2 tier permissions assignement
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2 tier permissions assignement
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@@ -10,8 +10,8 @@ perform. This control is divided into two levels of operation:
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This level of activity control works by allowing roles that are composed
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This level of activity control works by allowing roles that are composed
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of users or groups, to be granted a permission such that the holder of that
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of users or groups, to be granted a permission such that the holder of that
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permission can exercise it throught the entire collection of objects
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permission can exercise it throughout the entire collection of objects
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(document, folders, tags, etc), this method could be thought out as a global
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(document, folders, tags, etc). This method could be thought out as a global
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permission.
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permission.
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3 tier access control
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3 tier access control
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@@ -24,24 +24,24 @@ to a selected object. Example: Granting user
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``Joe`` the ``Document view`` access control for document ``Payroll``, would
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``Joe`` the ``Document view`` access control for document ``Payroll``, would
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allow him to view this document only.
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allow him to view this document only.
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The permission system enforces inheritance by first checking if the user
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The permission system enforces inheritance by first checking, if the user
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has a global permission, is a member of a group or a role that has a global
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has a global permission, is a member of a group or a role that has a global
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permission and if not then checks to see if that user, a group or role to
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permission and if not, then checks to see if that user, a group or role to
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which he belongs, has been granted access to the specific object to which
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which he belongs, has been granted access to the specific object to which
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he is desiring to perform a given action that requires a permission.
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he is desiring to perform a given action.
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Only when these checks fails the user is forbidden to perform the action and
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Only when these checks fail the user is forbidden to perform the action and
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a generic message indicating this is displayed to avoid providing any information
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a generic message is displayed to avoid providing any information
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that could be used to sidetrack the permission system or obtain any kind of
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that could be used to sidetrack the permission system or obtain any kind of
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information about the object from which the user was not allowed access.
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information about the object to which the user was not allowed access.
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Default Access Control Lists (Default ACLs)
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Default Access Control Lists (Default ACLs)
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-------------------------------------------
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-------------------------------------------
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Default Access Control Lists allow assigment of an access control list to an a
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Default Access Control Lists allow assigment of an access control list to a
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type of object (Document, Tags, Folders) before it is created. It is the default
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type of object (Document, Tags, Folders) before it is created. It is the default
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permissions an object will have when it is created. With Default Access Control Lists
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permissions an object will have when it is created. With Default Access Control Lists
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specific permissions can be granted to the creator of a document por example.
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specific permissions can be granted to the creator of a document for example.
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Changes to the Default Access Control Lists (Default ACLs) only affect objects
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Changes to the Default Access Control Lists (Default ACLs) only affect objects
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created after the change, it will not work for documents previously uploaded.
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created after the change, they will not affect documents previously uploaded.
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@@ -2,11 +2,11 @@
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Document signatures
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Document signatures
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===================
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===================
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**Mayan EDMS** supports two types of document signatures, these are embedded and
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**Mayan EDMS** supports two types of document signatures: embedded and
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detached signatures. When a document with an embedded signature is
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detached signatures. When a document with an embedded signature is
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uploaded, this signature is readily detected as part of the document
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uploaded, this signature is readily detected as part of the document
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inspection step, the status of the signature can then be verified by accessing the
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inspection step. The status of the signature can be verified by accessing the
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signatures sections of a documents.
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signatures sections of a document.
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Existing non signed documents can be signed in one of two ways:
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Existing non signed documents can be signed in one of two ways:
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by downloading the document, signing it, and uploading the signed document
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by downloading the document, signing it, and uploading the signed document
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@@ -4,7 +4,7 @@ Smart links
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Smart links are usefull for navigation between documents. They are rule
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Smart links are usefull for navigation between documents. They are rule
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based but don't create any organizational structure, just show the documents
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based, but don't create any organizational structure. They just show the documents
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that match the rules as evaluated against the metadata of the currently
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that match the rules as evaluated against the metadata of the currently
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displayed document.
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displayed document.
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@@ -3,7 +3,7 @@ Tags
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====
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====
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Tags allow giving documents a toggable property. Documents can also be tagged
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Tags allow giving documents a toggable property. Documents can also be tagged
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with more than one tag. Once tagged, documents can be search also by their tags
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with more than one tag. Once tagged, documents can be searched also by their tags
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and from the tags main menu a list of all the documents with a particular tag
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and from the tags main menu a list of all the documents with a particular tag
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can be obtained easily. Aside from their texts, tags can be assigned a particular
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can be obtained easily. Aside from their texts, tags can be assigned a particular
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color.
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color.
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@@ -5,8 +5,8 @@ What are transformations?
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Transformation are useful to manipulate the preview of the stored documents
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Transformation are useful to manipulate the preview of the stored documents
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in a persistent manner, for example some scanning equipment only produce
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in a persistent manner, for example some scanning equipment only produce
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landscape PDFs, in this case a default transformation for that document
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landscape PDFs, in this case a default transformation for that document
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source would be "rotation: 270 degress", this way whenever a document is
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source would be "rotation: 270 degress". This way whenever a document is
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uploaded from that scanner it appears in portrait orientation.
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uploaded from that scanner it appears in portrait orientation.
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The transformation remains attached to the document, this way the file
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The transformation remains attached to the document, the file being
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is preserved in it's original state (a requirement in legal environments)
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preserved in it's original state (a requirement in legal environments) and
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but only the representation is transformed.
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only the representation being transformed.
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Reference in New Issue
Block a user