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Remove static media and OCR topic

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This commit is contained in:
Roberto Rosario
2015-01-29 17:42:41 -04:00
parent 87fb2cfc7d
commit 8cdf98fcb4
41 changed files with 89 additions and 2397 deletions
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1
docs/index.rst
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@@ -34,7 +34,6 @@ Understanding Mayan EDMS
:doc:`Indexes <topics/indexes>` |
:doc:`Smart links <topics/smart_links>` |
:doc:`Tags <topics/tags>` |
:doc:`OCR <topics/ocr>`
Release notes
=============

19
docs/topics/features.rst
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@@ -18,11 +18,11 @@ Features
* Office document format support.
* Word processing files, spreadsheets, presentations are common supported formats.
* **Mayan EDMS** can detect the presence of Libre Office and use it to support word processing files, spreadsheets and presentations.
* User defined metadata fields and meta data sets.
* User defined metadata fields.
* Metadata fields can be grouped into sets per technical, legal or structural requirements such as the `Dublin core`_.
* Several metadata fields can be matched to a document type as per technical, legal or structural requirements such as the `Dublin core`_.
* Dynamic default values for metadata.
@@ -60,7 +60,7 @@ Features
* Multiple page PDFs and TIFFs files are supported.
* :doc:`Distributed OCR processing <../topics/ocr>`.
* Automatic OCR processing.
* The task of transcribing text from documents via OCR can be distributed among several physical or virtual computers to decrease load and increase availability.
@@ -69,11 +69,11 @@ Features
* **Mayan EDMS** being written using the Django_ framework, can be translated to practically any language spoken in the world.
For a list of translated languages have a look at Transifex_.
* :doc:`Multilingual OCR support <../topics/ocr>`.
* Multilingual OCR support.
* Multilingual OCR is provided as supported by the available language backends of the OCR engine tesseract.
* Current language of the document is passed to the corresponding OCR engine to increase the rate of data vs. recognition errors.
* :doc:`Plugable storage backends <../topics/file_storage>` (File based and GridFS included).
* :doc:`Plugable storage backends <../topics/file_storage>`.
* Very easy to use 3rd party plugins such as the ones available for Amazon EC2.
@@ -81,8 +81,11 @@ Features
* Labeled and color coded tags can be assigned for intuitive recognition.
* Workflows.
* Keep track of the state a document, along with the log of the previous state changes.
.. _`Dublin core`: http://dublincore.org/metadata-basics/
.. _Samba: http://www.samba.org/
.. _Django: https://www.djangoproject.com/
.. _Transifex: https://www.transifex.com/projects/p/mayan-edms/

65
docs/topics/getting_started.rst
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@@ -10,8 +10,7 @@ The easy 2 step setup
Document sources
----------------
|Setup tab| |Right arrow| |Sources button| |Right arrow| |Web form tab|
Before anything else you must define from where you will feed **Mayan EDMS**
documents for it to process and store. To do this first go to the ``Setup`` tab
then to the ``Sources`` button. To obtain the fastest working setup, create a
@@ -22,30 +21,15 @@ compressed files uploaded from this source will be automatically decompressed an
their content treated as individual documents.
Quickly bootstraping your Mayan EDMS install
--------------------------------------------
|Setup tab| |Right arrow| |Bootstrap button|
**Mayan EDMS** includes an app called ``Bootstrap``. This app stores
scripted configurations, that when executed will setup your installation of **Mayan EDMS**.
From there you can then fine tune this setup to your needs. To use this
app go to the ``Setup`` area and launch the app using the ``Bootstrap`` button.
.. hint:: Predefined sample setups can be downloaded from the
`Official bootstrap setup repository for Mayan EDMS`_. If you want to use
one of the available setups for testing or as a starting point, choose one
and import it with ``Import from URL``. Finally execute it on an empty database.
The longer custom setup
=======================
Setting your document types
---------------------------
|Setup tab| |Right arrow| |Document types button|
If none of the available bootstrap setups fit your needs and your wish to
setup **Mayan EDMS** from scratch, the first thing to consider is what your document
types will be. Examples of document types are: ``Legal documents``,
setup **Mayan EDMS** from scratch, the first thing to consider is what your document
types will be. Examples of document types are: ``Legal documents``,
``Internal documents``, ``Medical records``, ``Designing specifications``, ``Permits``.
A document type represents a group, a type, a class of documents which share some
common properties. A good indicator that can help you determine you document types
@@ -54,7 +38,6 @@ is what kind of information or ``metadata`` is attached to the documents.
Defining metadata
-----------------
|Setup tab| |Right arrow| |Metadata types button|
With your document types defined it should be much easier now to define the required
``metadata`` for each of these document types. When creating ``metadata`` types,
@@ -67,15 +50,15 @@ can have default values to speed up data entry, default static values are enclos
quotes, ie::
"Building A"
or::
"Storage room 1"
Default values can also be defined as ``Python`` statements or functions such as::
current_date()
If you want to restrict or standardize the values for a metadata type, use the ``Lookup`` field to
define the list of options that are allowed. Define the lookup list using a ``Python``
list of quoted values, for example::
@@ -96,37 +79,5 @@ this type, the related metadata types for this document type will be preselected
After defining all your metadata types you can also define your indexes to
let **Mayan EDMS** automatically categorize your documents based on their metadata.
Refer to the chapter named :doc:`Indexes </topics/indexes>` for examples on how to
use the document indexes.
.. |Setup tab| image:: /_static/setup_tab.png
:alt: Setup tab
:align: middle
.. |Sources button| image:: /_static/sources_button.png
:alt: Sources button
:align: middle
.. |Web form tab| image:: /_static/web_form_source_tab.png
:alt: Web form tab
:align: middle
.. |Bootstrap button| image:: /_static/bootstrap_button.png
:alt: Bootstrap button
:align: middle
.. |Right arrow| image:: /_static/arrow_right.png
:alt: Right arrow
:align: middle
.. |Document types button| image:: /_static/document_types_button.png
:alt: Document types button
:align: middle
.. |Metadata types button| image:: /_static/metadata_types_button.png
:alt: Metadata types button
:align: middle
.. _DjangoZoom: http://djangozoom.com/
.. _`Official bootstrap setup repository for Mayan EDMS`: http://bootstrap.mayan-edms.com/
Refer to the chapter named :doc:`Indexes </topics/indexes>` for examples on how to
use the document indexes.

1
docs/topics/index.rst
View File

@@ -15,7 +15,6 @@ Introductions to all the key parts of Mayan EDMS you'll need to know:
indexes
installation
license
ocr
permissions
signatures
smart_links

31
docs/topics/indexes.rst
View File

@@ -1,9 +1,6 @@
=======
Indexes
=======
To configure: |Setup tab| |Right arrow| |Indexes button| |Right arrow| |Tree template link|
To use: |Index tab|
Indexes are an automatic method to hierarchically organize documents in relation to their metadata and to each other.
@@ -16,9 +13,6 @@ Each branch can be a pseudo folder, which can hold other child 'folders' or
a document container which will have all the links to the documents that
matched the path to reach the document container.
.. image:: ../_static/index_template.png
:alt: index template
Index instances
===============
@@ -26,28 +20,3 @@ The template is the skeleton from which an instance of the index is then
auto-populated with links to the documents depending on the rules of each
branch of the index evaluated against the metadata and properties of the documents.
.. image:: ../_static/index_instance.png
:alt: index instance
.. _Samba: http://www.samba.org/
.. |Setup tab| image:: /_static/setup_tab.png
:alt: Setup tab
:align: middle
.. |Right arrow| image:: /_static/arrow_right.png
:alt: Right arrow
:align: middle
.. |Indexes button| image:: /_static/indexes_button.png
:alt: Indexes button
:align: middle
.. |Tree template link| image:: /_static/tree_template_link.png
:alt: Tree template link
:align: middle
.. |Index tab| image:: /_static/index_tab.png
:alt: Index tab
:align: middle

31
docs/topics/ocr.rst
View File

@@ -1,31 +0,0 @@
===
OCR
===
To use: |Tools tab| |Right arrow| |OCR button|
Because OCR is an intensive operation, documents are queued for OCR for
later handling. Ideally the machine serving **Mayan EDMS** should not do OCR
processing, with other machines or cloud instances then connected to the same
database doing the OCR processing. The document is checked to see if there are
text parsers available, is no parser is available for that file type then the document is passed
to Tesseract_ page by page and the results stored per page, this is to
keep the page image in sync with the transcribed text. However when
viewing the document in the details tab all the pages text are
concatenated and shown to the user. All newly uploaded documents will be
queued automatically for OCR, if this is not desired setting the :setting:`OCR_AUTOMATIC_OCR`
option to ``False`` would stop this behavior.
.. _Tesseract: http://code.google.com/p/tesseract-ocr/
.. |Tools tab| image:: /_static/tools_tab.png
:alt: Tags tab
:align: middle
.. |Right arrow| image:: /_static/arrow_right.png
:alt: Right arrow
:align: middle
.. |OCR button| image:: /_static/ocr_button.png
:alt: OCR button
:align: middle

7
docs/topics/permissions.rst
View File

@@ -16,10 +16,6 @@ this method could be thought out as a global permission granting level.
Example: Roles being granted the ``Document view`` permission will be able to view
**all** documents in existance.
.. image:: ../_static/permissions.png
:alt: 2-tier permission diagram
3 tier access control
=====================
@@ -30,9 +26,6 @@ permission but only in relation to a selected object. Example: Granting user
``Joe`` the ``Document view`` access control for document ``Payroll``,
would allow him to view this document only.
.. image:: ../_static/ACL.png
:alt: 3-tier access control diagram
The permission system enforces inheritance by first checking if the user
has a global permission, is a member of a group or a role that has a global
permission and if not then checks to see if that user, a group or role to

173
docs/topics/smart_links.rst
View File

@@ -3,112 +3,101 @@ Smart links
===========
To configure: |Setup tab| |Right arrow| |Smart links button|
To use: |Document icon| |Right arrow| |Smart links link|
Smart links are usefull for navigation between documents. They are rule
based but don't create any organizational structure, just show the documents
that match the rules as evaluated against the metadata of the currently
displayed document.
displayed document.
.. figure:: /_static/screenshots/smart_links_screenshot.png
:alt: Smart links screenshot
:scale: 75%
Screenshot of smart links in action. The documents being shown are from the same
permit file number as the current document being viewed by the user.
Notice how the current document is also highlighted with a black border.
**Details**
To create a Smart Link, a user with adequate permissions first clicks on the
To create a Smart Link, a user with adequate permissions first clicks on the
"Settings" tab in the top menu, then click on the "Smart Links" button. The screen
for creating a new (or editing an existing) Smart Link requires you to name the
for creating a new (or editing an existing) Smart Link requires you to name the
Link and to ensure it is enabled if you wish to user it. Optionally, "Dynamic title"
may be created. The Dynamic title is entended to contain references to attributes
of a document or it's metadata. Let's cover some simpler cases and come back to
dynamic references below.
may be created. The Dynamic title is entended to contain references to attributes
of a document or it's metadata. Let's cover some simpler cases and come back to
dynamic references below.
*Static Links*
*Static Links*
Smart links don't actually have to be overly smart. As a gentle introduction, lets
create a simple "static" link which will show all the documents added in the year
2014. We'll use the title "Added in 2014", leave the dynamic title empty, and ensure
that "Enabled" is checked.
that "Enabled" is checked.
To have the link actually do something, we have to add one or more "condition".
Conditions are translated by the system into clauses in a query (search) of the
To have the link actually do something, we have to add one or more "condition".
Conditions are translated by the system into clauses in a query (search) of the
document database. There is a "Create condition" link in the right-bar of the Smart
Link screen. For our simple case, the value of the "Inclusion" drop down does not
matter; we can leave it at the default "AND". For "Foreign document data" we will
Link screen. For our simple case, the value of the "Inclusion" drop down does not
matter; we can leave it at the default "AND". For "Foreign document data" we will
enter:
document.date_added
For "Operator" we will select "contains".
For "Operator" we will select "contains".
For "Expression" we will enter:
2014
Underneath this field, "negated" should be unchecked and "enabled" should be checked.
Save the condition then go to the documents tab. Click on the filename of any file
listed there. Click on the "Smart link" tab under the submenu. A list of all
documents entered in 2014 (if any) should be shown.
Underneath this field, "negated" should be unchecked and "enabled" should be checked.
Save the condition then go to the documents tab. Click on the filename of any file
listed there. Click on the "Smart link" tab under the submenu. A list of all
documents entered in 2014 (if any) should be shown.
There are a number of other document attributes which can be used in searches, with
some important caveats:
some important caveats:
* date_added: (discussed above)
* comments: this is next to useless at present, since instead of searching through
text of all comments you can instead search for the "id" of comments.
* comments: this is next to useless at present, since instead of searching through
text of all comments you can instead search for the "id" of comments.
* description: enclose the text you want to search for in 'single' or "double" quotes.
* document_type: can be used if Document Types have been defined and assigned to docs
as they have been uploaded. The search is performed against the "id" of the document_type
as they have been uploaded. The search is performed against the "id" of the document_type
and not against the textual description of the Document Type. This limitation,
however, is hidden if used in a dynamic link as demonstrated below.
* documentcheckout: a meaningful query clause can be consructed by choosing this
however, is hidden if used in a dynamic link as demonstrated below.
* documentcheckout: a meaningful query clause can be consructed by choosing this
documnet attribute and testing if it "is equal to" 1 (for "true" or "is checked out")
or 0 (for "false" or "is not checked out")
* documentrenamecount: this attribute is reported by the system as available for
* documentrenamecount: this attribute is reported by the system as available for
searching but it's utility is not clear
* folderdocument: This attribute searches agains the "id" of the folder to which
a document may have been added, not against the textual name of a folder and thus
is useful primarily in dynamicly defined links (see below).
* folderdocument: This attribute searches agains the "id" of the folder to which
a document may have been added, not against the textual name of a folder and thus
is useful primarily in dynamicly defined links (see below).
* id: each document has a unique numeric id which can be used in searches
* indexinstancenode: ??
* metadata: ?? (see below)
* metadata: ?? (see below)
* queuedocument: ??
* recentdocument: this attibute appears to hold an integer (simple number like 1,2,3)
indicating the relative order in which documents were added to the system. This
indicating the relative order in which documents were added to the system. This
may be of some use for finding documents which were added before or after a given
document.
* tagged_items: using this attribute by entering in an integer value appears to
document.
* tagged_items: using this attribute by entering in an integer value appears to
perform a search equivalent to "if document has at least one tag and this id number"
* tags: the "id" value of the corresponding tags are used. A tag will be matched if it
is alone or among several tags assigned to a document.
is alone or among several tags assigned to a document.
* uuid: of little value, since these are by definition unique.
* versions: ??
You can also define Smart Links based on Metadata types and values which you have
defined. For this to work, it appears to be necessary to give the metadata type "Name"
You can also define Smart Links based on Metadata types and values which you have
defined. For this to work, it appears to be necessary to give the metadata type "Name"
(also known as "Internal name") which is all lowercase. The "Title" can be uppercase.
For instance, if a metadata type is defined with these values:
@@ -116,59 +105,59 @@ For instance, if a metadata type is defined with these values:
Title: Priority
Default: 5
Lookup: (1,2,3,4,5,6,7,8,9,10)
Then I can assign various documents different priorities and create a "Smart Link"
to find the high priority links by defining the condition as
Inclusion: and
Foreign document data: is greater or equal to
Expression: 5
Then I can assign various documents different priorities and create a "Smart Link"
to find the high priority links by defining the condition as
Inclusion: and
Foreign document data: is greater or equal to
Expression: 5
*Dynamic Smart Links*
Links which are truly Smart are created by referencing the current value of the
Links which are truly Smart are created by referencing the current value of the
document you are viewing and not a static value in at least one of the conditions.
For instance, the last example above can be modified so that the Smart Link is:
Inclusion: and
Inclusion: and
Foreign document data: is greater or equal to
Expression: metadata.priority
By including "metadata.priority" as the Expression instead of a static value, we
now have a Smart Link which will find all other documents with a Priority metadata
value greater than or equal to the one we are viewing.
Here's an example by Mathias from the forums
(<https://groups.google.com/forum/#!topic/mayan-edms/nO5DFB1udhc>) which
demonstrates how to find other documents in the same project, if "project" has
been defined as a Metadata type. This example shows how to use the Dynamic Title
By including "metadata.priority" as the Expression instead of a static value, we
now have a Smart Link which will find all other documents with a Priority metadata
value greater than or equal to the one we are viewing.
Here's an example by Mathias from the forums
(<https://groups.google.com/forum/#!topic/mayan-edms/nO5DFB1udhc>) which
demonstrates how to find other documents in the same project, if "project" has
been defined as a Metadata type. This example shows how to use the Dynamic Title
feature also.
Title: Same project
Dynamic title: u'All documents of: %s' % getattr(metadata, 'project', 'None')
Title: Same project
Dynamic title: u'All documents of: %s' % getattr(metadata, 'project', 'None')
Condition:
Inclusion: and
Foreign document data: metadata.project
Operator: equal
Expression: metadata.project
Condition:
Inclusion: and
Foreign document data: metadata.project
Operator: equal
Expression: metadata.project
The document attributes listed above which use the "id" value to do matching are
more useful for dynamic than static conditions. For instance we can set both the
foreign and current document Expressiong to "document.document_type" to get a
Smart Link to all other documents of the same Document Type as the current one.
foreign and current document Expressiong to "document.document_type" to get a
Smart Link to all other documents of the same Document Type as the current one.
*Combining Conditions*
In theory we should be able to add multiple conditions and choose "and" or "or"
to define how they interact with the previous condition. There does not appear
In theory we should be able to add multiple conditions and choose "and" or "or"
to define how they interact with the previous condition. There does not appear
to be a mechanism for defining parenthises to group conditions, but such subtleties
are far beyond the current state of this funcitonality as even the simplest cases
appear not to work. Defining to conditions, each of which yeild a set with
appear not to work. Defining to conditions, each of which yeild a set with
documents in common, and then combining them with "and" yeilds no documents at all.
Switching to "or" returns the same documents multiple times.
Switching to "or" returns the same documents multiple times.
*Tricky Smart Links*
Advanced users can explore ways to use regular expressions in Smart Links. For
Advanced users can explore ways to use regular expressions in Smart Links. For
example, one might want easy access to documentation for software features not
yet in production by using:
@@ -176,25 +165,3 @@ Foreign document data: document.description
Operator: is in regular expression (case insensitive)
Expression: r'test|experimental|development'
.. |Setup tab| image:: /_static/setup_tab.png
:alt: Setup tab
:align: middle
.. |Right arrow| image:: /_static/arrow_right.png
:alt: Right arrow
:align: middle
.. |Smart links button| image:: /_static/smart_links_button.png
:alt: Smart links button
:align: middle
.. |Document icon| image:: /_static/page.png
:alt: Document icon
:align: middle
.. |Smart links link| image:: /_static/smart_links_link.png
:alt: Smart links link
:align: middle

27
docs/topics/tags.rst
View File

@@ -2,35 +2,8 @@
Tags
====
To configure and use: |Tags tab|
To use: |Document icon| |Right arrow| |tags link|
Tags allow giving documents a toggable property. Documents can also be tagged
with more than one tag. Once tagged, documents can be search also by their tags
and from the tags main menu a list of all the documents with a particular tag
can be obtained easily. Aside from their texts, tags can be assigned a particular
color.
.. figure:: /_static/screenshots/tags_screenshot.png
:alt: Tags links screenshot
:scale: 35%
Screenshot of showing how tags can also be used to represent the state of a
document, in this case the review state of a permit.
.. |Tags tab| image:: /_static/tags_tab.png
:alt: Tags tab
:align: middle
.. |Right arrow| image:: /_static/arrow_right.png
:alt: Right arrow
:align: middle
.. |Tags link| image:: /_static/tags_link.png
:alt: Tags link
:align: middle
.. |Document icon| image:: /_static/page.png
:alt: Document icon
:align: middle

3
docs/topics/versioning.rst
View File

@@ -7,9 +7,6 @@ document. Users are provided with a very comprehensive but easy to use
version numbering system that allows specifying a major, minor or micro
version number increase.
.. image:: ../_static/versioning.png
:alt: versioning diagram
A comment field is also provided to allow users
to summarize the new verdion changes in comparison with the previous
one. If a new version was uploded by mistake or such new version is no