The following steps are required, to configure a Windows client to use the Patricia Extended DMS functionality:

Client Machine Specifications

• Windows 7 SP1 (or later), or Windows Server 2008 R2 (or later).
• Internet Explorer 10, or later.
• .NET 4.0
• Patricia client, 5.4 6 April RC or later (it might be required to upgrade to a newer version of the same branch).
• Meeting the hardware recommendations for the Patricia client, as mentioned in the Technical Requirements Documents.

Enable support for WebDAV

The two steps required to enable WebDAV are:

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Enable

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The following steps to enable Windows WebDAV were adapted from this MSDN blog article.  There is a good explanation of how to do the same via group policy here.

First, right click "My Computer" and select "Manage". You may get a pop up that asks you if you are sure you want to make changes here, so click Yes.

You will get the Windows Management console now, and it should look something like this:

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Expand the "Services and Applications" at the bottom. Select "Services" from here:

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The middle window pane will expand to list all the services installed and whether or not they are running. Scroll down to find the "WebClient" service. Double click it:

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Finally, you should see this property sheet:

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Change the Startup type here to Automatic. Go ahead and Start it (click the Start button) if that does not automatically happen. Then save all your changes.

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Patricia WebView

To enable Patricia WebView, the FEATURE_BROWSER_EMULATION registry key should be set as follows (select one, based on the OS running). 

For 32 bit Windows O/S: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\MAIN\FeatureControl\FEATURE_BROWSER_EMULATION

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11001 (if IE11+ is installed); or if IE10+ is installed, use the value: 10001

Map Nuxeo DMS to a Network Drive

net use /d n:
net use n: http://dms.ourcompany.com:8080/nuxeo/site/dav/ zpassword /User:zusername
 

Notes regarding the above "net use" command mapping:

• The text zusername should be replaced with the appropriate username
• The text zusername should be replaced with the appropriate password
• The text dms.ourcompany.com should be replaced with the domain name for the nuxeo server
• Both the username and password are case sensitive

Using the SYSTEM account for services

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Additional Steps for

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a Reverse Proxy Configuration

If SSO is being useda reverse proxy configuration is setup, then the URL of the the Apache Reverse Proxy needs to be added to the list of sites of the Local Intranet Zone, e.g. http://dms.domain. If needed, please contact Patrix Support to clarify if this step applies to your DMS environment.

Additional Steps to improve reliability and stability of webdav connection

It has shown that the client computer's energy settings in windows have influence on the stability of the webdav mount. When the energy settings are set to energy saving, or similar, the webdav connection may die: It appears that windows cuts off the network connection when the energy saving mode is activated. To improve on this, it is strongly recommended to set the computer to high energy plan.

Additional Steps for Nuxeo 7.3 (To avoid authentication prompt and get consistent connection)

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Install DocIntegrate and DocIntegrateOutlook

• DocIntegrate: This component manages the document editing process at the client station side (download/monitor/upload). It must be installed on all client stations that are accessing the DMS (inside or outside Patricia).
• DocIntegrateOutlook: This component provides integration of Outlook with the DMS to obtain additional information for emails of the saved-state as well as case related information inside Outlook. It is an optional component. It is client component unlike a server component and thus must be installed on all client stations.

Disable Background saving in MS Office

In oder to ensure correct functioning of the DocIntegrate component, please ensure that background saving is disabled is disabled in the MS Office settings as follows:

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Register the Patricia DLL for Patricia-Nuxeo Integration

The NuxeoLib.dll provides the low level integration of Patricia with the DMS. It is independent of the "DocIntegrate" and "DocIntegrate Outlook" components above and must be separately installed and/or maintained. Note that updates to the DocIntegrate component do generally not require updating the NuxeoLib.dll unless expressly stated otherwise.

• Download the correct version of the NuxeoLib.dll matching your EDMS version:

– for EDMS versions 1.9.8.2.3-2 and earlier: NuxeoLib version 1.0

– for EDMS versions 1.9.8.2.3-3 and later: NuxeoLib version 1.6.6

• Copy the .dll file to an appropriate installation folder (e.g. C:\Program Files\Patrix\).

• Open a command prompt as administrator and then register the .dll with the following command:

  Code Block
  %SystemRoot%\Microsoft.NET\Framework\v4.0.30319\regasm /codebase "C:\Path\To\nuxeoLib.dll"

• Replace the target path in the command with the location of the saved .dll.

• Also take note of the resulting text in the command prompt. It should state that the registration was successful.

• Make sure that for the communication of the Patrix Outlook Add-in, the WIndows Client Machine has a working network permission over either port 8080 or port 80 respectively

Optional steps

• Download and install the latest version of Patrix' Outlook Add-in from your client area at http://www.patrix.com.
• Download and install the Nuxeo drive installer: http://community.nuxeo.com/static/drive/nuxeo-drive-2.1.316-win32.msi

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• [PLEASE CHECK WITH PATRIX SUPPORT WHETHER THIS STEP IS NEEDED IN YOUR ENVIRONMENT] Run script to refresh WebDAV map drive every 15 minutes

  • Create new webdav-refresh.bat file on Webdav mapped drive (e.g. Y:\Patricia\Settings\Webdav-refresh.bat in this example) and add contents as shown below and save file. Change Drive letter to appropriate drive letter which is used to map the Nuxeo WebDAV in your environment

     

  • Y:\Patricia\Settings\Webdav-refresh.bat

    Code Block

    date /T >> Y:\Patricia\Settings\Activity\%username%.txt time /T >> Y:\Patricia\Settings\Activity\%username%.txt echo "Mountpoint is active" >> Y:\Patricia\Settings\Activity\%username%.txt date /T >> C:\Users\%username%\%username%-webdavlink.log time /T >> C:\Users\%username%\%username%-webdavlink.log echo "Activity file updated" >> C:\Users\%username%\%username%-webdavlink.log TIMEOUT /T 900 /NOBREAK Y:\Patricia\Settings\Webdav-refresh.bat

  • Create new webdav.vbs file on Webdav mapped drive (e.g. Y:\Patricia\Settings\Webdav.vbs in this example) User's desktop or any other preferred  location and add contents as shown below and save file. Change path of webdav-refresh.bat file as you have created in earlier step

     

  • Y:\Patricia\Settings\Webdav.vbs

    Code Block
    language vb
    Set WshShell = CreateObject("WScript.Shell" ) WshShell.Run chr(34) & "Y:\Patricia\Settings\Webdav-refresh.bat" & Chr(34), 0 Set WshShell = Nothing

  • You can now either double click Webdav.vbs file to run it manually or it can be started by the login script which you use in your environment to run at startup as follows:

    Code Block
    net use /d Y: net use Y: http://dms:8080/nuxeo/site/dav <userpass> /user:<userlogin> del Y:\Patricia\Settings\Activity\%username%.txt cscript "Y:\Patricia\Settings\Webdav.vbs"

List of possible WebDAV registry keys that may be helpful for specific configurations - Advanced

Find a list of some (not all) WebDAV related registry keys here

Install DocIntegrate and DocIntegrateOutlook

• Contact Patrix Support for the latest version.