The following steps are required to configure the Patricia application for extended DMS:
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.
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+.
The relevant basic configuration values are under the "Extended DMS" section and are the following:
In DMS has not been enabled in your Patricia database, please run the following SQL:
if not exists (select * from pat_display_layout_functions where description = 'DMS')
INSERT INTO pat_display_layout_functions
(layout_type,
pat_or_maint,
id,
parent_id,
description,
action,
sort_sw,
parent_sort_sw)
VALUES (1,
'B',
16,
0,
'DMS',
'dms',
1,
14);
UPDATE pat_display_layout_functions
SET sort_sw = 15
WHERE layout_type = 1
AND id = 12;
UPDATE pat_display_layout_functions
SET sort_sw = 16
WHERE layout_type = 1
AND id = 14;
UPDATE pat_display_layout_functions
SET sort_sw = 17
WHERE layout_type = 1
AND id = 15;
if not exists (select * from mandata_projectlog where project_id = 3501)
INSERT INTO mandata_projectlog
(project_id,
execution_date,
customer_id,
status)
VALUES (3501,
CURRENT_TIMESTAMP,
13,
1);
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=314)
INSERT INTO PAT_CONFIGURATION(configuration_id,label,description,type,string_value,maintained_by_patrix,group_flag)
VALUES(314,'Open documents using PINXDesktop','Open documents using PINXDesktop',3,'FALSE',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);
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);
|
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