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The following steps are required to configure the Patricia application for extended DMS:

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 group in Nuxeo GUI

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Set documents path using Patricia Maintenance

Set documents path to N:\Patricia\Documents via 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:

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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 under the "Extended DMS" section and are the following:

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if not exists (select * from PAT_CONFIGURATION where configuration_id = 325) INSERT INTO PAT_CONFIGURATION (configuration_id,label,description,type,string_value,maintained_by_patrix,group_flag) VALUES (325,'Use NuxeoLib.dll','Use NuxeoLib.dll',3,'FALSE',1,7);

if not exists (select * from PAT_CONFIGURATION where configuration_id = 313) INSERT INTO PAT_CONFIGURATION (configuration_id,label,description,type,string_value,maintained_by_patrix,group_flag) VALUES (313,'Installation ID','Installation ID',2,'<enter id here>',1,7);

if not exists (select * from PAT_CONFIGURATION where configuration_id = 315) INSERT INTO PAT_CONFIGURATION (configuration_id,label,description,type,string_value,maintained_by_patrix,group_flag) VALUES (315,'Nuxeo hostname and port','Nuxeo hostname and port',2,'hostname:port',1,7);

if not exists (select * from PAT_CONFIGURATION where configuration_id = 318) INSERT INTO PAT_CONFIGURATION (configuration_id,label,description,type,string_value,maintained_by_patrix,group_flag) VALUES (318,'Enable checksums for case numbers','Enable checksums for case numbers',3,'TRUE',1,7);

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Configure write access for Patricia Users in Nuxeo GUI

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1. Log into Nuxeo GUI with administrator privileges.
2. At top click "Workspace"; at left navigation bar click "Workspaces" directory; in documents area click the "Manage" tab for this folder.

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1. Under "Access rights" tab, below in "Add a new security

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1. rule" section, add group "members" with permission "write"; click "Grant permission".
2. At top click "Admin"; at left navigation bar click "Users & Groups" directory; in tab "Groups" search for group "members" and click it to manage the group.
3. Click tab edit and add "Patricia Users" as sub-group. Click "Save".

3. Click save local rights button

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