Restructure documentation
Signed-off-by: Roberto Rosario <roberto.rosario@mayan-edms.com>
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docs/chapters/settings.txt
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126
docs/chapters/settings.txt
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========
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Settings
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========
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Mayan EDMS can be configure via environment variables or by setting files.
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.. _environment_variables:
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Via environment variables
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=========================
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To use environment variables, lookup the name of the setting you want to
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override in the "Settings" menu. The "Settings" menu is located inside the
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"Setup" main menu. To pass a value via an environment variable append
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``"MAYAN_"`` to the name of the settings option. For example, to change
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the number of documents displayed per page (``COMMON_PAGINATE_BY``, by default 40),
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use::
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export MAYAN_COMMON_PAGINATE_BY=10
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Restart Mayan EDMS and the new value will take effect. The "Settings" menu
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can be used to verify if the overridden setting value is being interpreted
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correctly.
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.. _configuration_file:
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Via YAML configuration file
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===========================
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.. versionadded:: 3.1
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It is possible to modify the different settings by creating or editing the
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``media/config.yml`` file. This file is formatted in the YAML markup language
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(http://yaml.org/). Here is an example of what the looks like::
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DOCUMENT_PARSING_AUTO_PARSING: true
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DOCUMENT_PARSING_PDFTOTEXT_PATH: /usr/bin/pdftotext
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EMAIL_BACKEND: django.core.mail.backends.smtp.EmailBackend
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EMAIL_HOST: localhost
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EMAIL_HOST_PASSWORD: ''
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EMAIL_HOST_USER: ''
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EMAIL_PORT: 25
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EMAIL_TIMEOUT: null
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EMAIL_USE_SSL: false
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EMAIL_USE_TLS: false
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FILE_UPLOAD_MAX_MEMORY_SIZE: 2621440
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HOME_VIEW: common:home
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Every time Mayan EDMS is able to start correctly it will copy the ``config.yml``
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and create a backup copy in the same directory named ``config_backup.yml``.
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This file is used to revert to the last know configuration file known
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to be valid. You can revert manually by copy the file or by using the
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``revertsettings`` management command from the command line.
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Via Python settings files
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=========================
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Another way to configure Mayan EDMS and the one required when more extensive
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setup is required, such as when using external Python libraries, is via
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Python-style, settings files.
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If Mayan EDMS was installed using the Python package a ``mayan_settings``
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folder will created for this purpose. If you installed Mayan EDMS
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according to the :doc:`../chapters/deploying` instructions provided in this
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documentation your ``mayan_settings`` folder should be located in the directory:
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``|MAYAN_MEDIA_ROOT|/mayan_settings/``.
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If Mayan EDMS was installed using Docker, the ``mayan_settings`` folder
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will be found inside the install Docker volume. If you installed Mayan EDMS
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according to the :doc:`../chapters/docker/index` instructions provided in this
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documentation your ``mayan_settings`` folder should be located in the directory:
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``/docker-volumes/mayan/mayan_settings``.
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Create a file with any valid name and a ``.py`` extension in the
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``mayan_settings`` folder. The file must starts with a global import of
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``mayan.settings.production``. In the form::
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from mayan.settings.production import *
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Now add the corresponding lines to override the default settings.
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In the settings file, it is not necessary to prepend the string ``MAYAN_`` to
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the setting option. For example, to change the number of documents displayed
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per page (``COMMON_PAGINATE_BY``, by default 40),
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use::
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COMMON_PAGINATE_BY=10
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versus::
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export MAYAN_COMMON_PAGINATE_BY=10
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when using the environment variable method.
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For this example let's assume the file was saved with the name ``mysettings.py``.
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The way used to tell Mayan EDMS to import this file will vary based on the
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installation method.
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For the :doc:`../chapters/deploying` method, the full import path will be
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``mayan.media.mayan_settings.mysettings`` and can be passed via the
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``--settings`` command line argument like this::
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|MAYAN_BIN| runserver --settings=mayan.media.mayan_settings.mysettings
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or via the ``DJANGO_SETTINGS_MODULE`` environment variable like this::
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export DJANGO_SETTINGS_MODULE=mayan.media.mayan_settings.mysettings
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To make the use of the custom Python setting file permanent, update the ``|MAYAN_SUPERVISOR_CONF|``
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file. In the ``[supervisord]`` section, update the ``environment=`` value of
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``DJANGO_SETTINGS_MODULE`` from the default ``mayan.settings.production`` to
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``mayan.media.mayan_settings.mysettings``. Pay attention to the indentation of
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the ``environment=`` entries.
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Force supervisor to read the changes and restart using::
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sudo supervisorctl reread
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sudo supervisorctl restart all
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For the :doc:`../chapters/docker/index` installation method, the full import path will be
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``mayan_settings.mysettings`` and can only be passed via the
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``MAYAN_SETTINGS_MODULE`` environment variable like this::
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docker run <...> -e MAYAN_SETTINGS_MODULE=mayan_settings.mysettings
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