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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

Set documents path using Patricia Maintenance

Set documents path to N:\Patricia\Documents via Patricia Maintenance, even if you are using a Patricia version with native Nuxeo support.

This can be found by navigating to the Basic Configuration tree, then to node General, then to node Letter and then to value 24.

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.

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.".

If you are not able to access the DMS Links node in Basic Configuration, please execute the attached script edms.sql on your Patricia database.

Don't forget to setup the DMS tab to appear in the relevant cases by going into Basic Configuration and then to Display Layout -> Case -> Support and Production. You can consult the Patricia manuals for more details.

e.g. for Patricia Client 5.4,

a) go into Basic Configuration and then to Display Layout -> Case -> Support and Production.

b) If you want the tab to appear on all cases, select the case master that has (All) in all columns, then select the DMS tab below/left, press Add to Selected Options and finally Save.

Please note: the IP address and port number should be replaced as needed.

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

 

Configure Basic Configuration Values in Patricia Maintenance

The relevant basic configuration values are under the "Extended DMS" section and 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. ---- deprecated
  • (315) Nuxeo hostname and port: Enter the hostname and port of your nuxeo service, e.g. nuxeo.company.com:8080
  • (318) Enable checksums for case numbers: Will make Patricia use checksums when generating case refs. in letter codes. Depending on your setup you may wish to enable/disable this setting.
  • (325) If you are using Patricia 5.6.2+ you can activate the native nuxeo dll access so that Patricia will no longer need a WebDAV drive mounted for the documents path. This increases stability and is strongly suggested. Support of the old technology using a WebDAV mounted drive will cease in time. Simply set this setting to TRUE and make sure you have received and deployed the nuxeo.dll correctly.

In case you are missing any one of the settings (313, 315, 318, 325), please run the corresponding SQL as follows:

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);

Configure write access for Patricia Users in Nuxeo GUI

Make sure, the document workspaces have write permission assigned thereto as per section "Configure write access for Patricia Users in Nuxeo GUI" of this page: DMS Docker Deployment Guide

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