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  1. Set documents path using Patricia Maintenance
  2. Configure DMS Links in Patricia Maintenance
  3. Configure Basic Configuration Values in Patricia Maintenance
  4. Configure write access for Patricia Users in Nuxeo GUI

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Set documents path using Patricia Maintenance

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If Patricia Web or PCP is also present, then value 1530 must also be updated accordingly. It can be found by navigating to the Basic Configuration tree, then to node General, then to node Patricia Web and then to value 1530.

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Configure DMS Links in Patricia Maintenance

The DMS Links Section in Basic Configuration must be configured as follows:


http://nuxeo.aLawFirm.com:9080/casebrowser/?inPatricia=true#/case/@@


Where argument 1 is set to "Case No.".

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Please note: the document synchronisation tables will be automatically added as required from version using extended DMS version 1.4+.

 

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Configure Basic Configuration Values in Patricia Maintenance

The relevant basic configuration values are the following:

  • (313) Installation ID: Make sure your unique installation id is set. If it isn't, please contact Patrix Support to get it.
  • (314) Open documents using PINXDesktop: The recommended setting for this is TRUE. Set it to FALSE only if instructed by Patrix Support.
  • (315) Nuxeo hostname and port: Enter the hostname and port of your nuxeo service, e.g. nuxeo.company.com:8080

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Configure write access for Patricia Users in Nuxeo GUI

1. Access the Workspaces directory via Nuxeo GUI, and click the manage tab for this folder.

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