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.
• Patricia client, 5.4 or later (it might be required to upgrade to a newer version of the same branch).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:

1. Turn off IE automatic settings detection: http://support.microsoft.com/kb/2445570 (known to cause severe performance issues with WebDAV)
2. Enable / set Windows WebDAV client service to start automatically

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:

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

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:

Finally, you should see this property sheet:

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.

Enable 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

For 64 bit: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Internet Explorer\MAIN\FeatureControl\FEATURE_BROWSER_EMULATION

 Add a 32-bit DWORD registry key to the FEATURE_BROWSER_EMULATION node, setting the value name/key to: patricia.exe and set the value to:
(For more information, please see: http://msdn.microsoft.com/en-us/library/ee330730%28v=vs.85%29.aspx#browser_emulation)

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

If the drive needs to be accessible from a service running as the SYSTEM account, then prepare the needed bat file, and follow the instructions outlined here:
http://technet.microsoft.com/en-us/library/cc770556.aspx

Additional Steps for Single-Sign-On based or Apache Reverse Proxy

If SSO is being used, 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.

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)

• Make sure Windows Firewall is ON
  
• Add Outbound rule in Windows Firewall to block port 8080 and apply to specific application by giving path to application exe e.g. winword.exe
  
  • Go to Windows Firewall—> Advanced—>Outbound Rules—> Create New Rule–> Select Port to block and give port 8080and modify it to restrict to apply only for selected application exe.  Mainly Adobe and Office application has this issue, so please create similar rules for Excel,Powerpoint and Adobe as shown in below screenshots
    
    
    
    
    
    
    
    
    
    
    
    

  • Once rule is created. Double click to Edit it to specify application path as shown in below screenshots
    
    
    
    
    
    
    
    

    Note

    Create similar rules for Excel,Powerpoint and Adobe as shown above by specifying their respective application exe.

• [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

    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

    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:

    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.