66 lines
3.0 KiB
Plaintext
66 lines
3.0 KiB
Plaintext
=======
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Sources
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=======
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Document sources define places from which documents can be uploaded or gathered.
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The current document sources supported are:
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- Web - ``HTML`` forms with a ``Browse`` button that will open the file dialog
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when clicked to allow selection of files in the user's computer to be
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uploaded as documents.
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- POP3 email - Provide the email, server and credential of a ``POP3`` based
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email to be scanned periodically for email. The body of the email is uploaded
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as a document and the attachments of the email are uploaded as separate
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documents.
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- IMAP email - Same as the ``POP3`` email source but for email accounts using
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the ``IMAP`` protocol.
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- Watch folder - A filesystem folder that is scanned periodically for files.
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Any file in the watch folder is automatically uploaded. When the upload for a
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file is completed, the file is removed from source folder.
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- Staging folder - Folder where networked attached scanned can save image
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files. The files in these staging folders are scanned and a preview is
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generated to help the process of upload. Staging folders and Watch folders
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work in a similar way with the main difference being that Staging folders are
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interactive while Watch folders are automatic; documents in a Watch folder
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are uploaded periodically and documents in a Staging folder remain indefinitely
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there until an user uploads them. A preview for files in a Staging folder is
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also provided. An example of Staging folder use is when multiple people
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are scanning documents but only one person must be allowed to upload those
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documents. This one person examines the scans quality and decides what to
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upload and what to reject and have re-scanned. Watch folders can be used
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when the quality of the scans is irrelevant or when they will be known
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to be of good quality, such as when receiving e-faxes as PDFs.
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.. blockdiag::
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blockdiag {
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mayan [shape = "roundedbox", label = "Mayan EDMS" ];
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email_pop3 [shape = "mail", label = "e-mail (POP3)"];
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email_imap [shape = "mail", label = "e-mail (IMAP)"];
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staging [shape = "flowchart.database", label = "Staging folder" ];
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watch [shape = "flowchart.database", label = "Watch folder" ];
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automatic [shape = "box", label = "Automatic\n(via schedule)" ];
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manual [shape = "actor", height=60, label = "Manual\n(user interaction)" ];
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web [shape = "note", label = "Webform upload" ];
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automatic -> mayan;
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email_pop3 -> automatic;
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email_imap -> automatic;
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watch -> automatic;
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manual -> mayan;
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staging -> manual;
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web -> manual;
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}
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Document sources can be configure to allow document bundles to uploaded as
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compressed files which are decompressed and their content uploaded as separate
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documents. This feature is useful when migrating from another document
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manager system.
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.. note::
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If you deployed a Mayan EDMS Docker container and want to use watched folders
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or staging folder, refer to the Docker chapter :ref:`docker-accessing-outside-data`.
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