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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:

Image Added

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 1.6.26

  • 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

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