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

Client Machine Specifications

Windows Server 2008 R2 (or later) will need the Desktop Experience feature to be installed, and Internet Explorer's Enhanced Security Configuration disabled.

Also, it should support running MSI installers on the user-level:

http://answers.microsoft.com/en-us/windows/forum/windows_other-gaming/error-system-administrator-has-set-policies-to/a80d2436-afcb-48fe-b791-5dfed0fc7778?db=5&auth=1

There seems to be an issue with WebDAV drives on Windows 7/Windows 2008R2 and Word versions prior to 2010.

We highly recommend you keep this article in mind and be ready to install the hotfix if you get the "Word did not save the document" error message.

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:

 

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)

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