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Reorganize docs about configuration
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@ -59,7 +59,7 @@ via the header `Docspell-Share-Auth`.
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|
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Docspell can be configured to be a relying party for OpenID Connect.
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Docspell can be configured to be a relying party for OpenID Connect.
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Please see [the config
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Please see [the config
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section](@/docs/configure/_index.md#openid-connect-oauth2) for
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section](@/docs/configure/authentication.md#openid-connect-oauth2) for
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details.
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details.
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@ -80,7 +80,7 @@ $ curl -XPOST -H "Docspell-Admin-Secret: test123" http://localhost:7880/api/v1/a
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```
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```
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To enable these endpoints, you must provide a secret in the
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To enable these endpoints, you must provide a secret in the
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[configuration](@/docs/configure/_index.md#admin-endpoint).
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[configuration](@/docs/configure/admin-endpoint.md).
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## Live Api
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## Live Api
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@ -163,7 +163,7 @@ on the same host or network).
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The endpoint is disabled by default, an admin must change the
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The endpoint is disabled by default, an admin must change the
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`docspell.server.integration-endpoint.enabled` flag to `true` in the
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`docspell.server.integration-endpoint.enabled` flag to `true` in the
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[configuration file](@/docs/configure/_index.md#rest-server).
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[configuration file](@/docs/configure/main.md#rest-server).
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If queried by a `GET` request, it returns whether it is enabled and
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If queried by a `GET` request, it returns whether it is enabled and
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the collective exists.
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the collective exists.
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@ -3,896 +3,9 @@ title = "Configuration"
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insert_anchor_links = "right"
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insert_anchor_links = "right"
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description = "Describes the configuration file and shows all default settings."
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description = "Describes the configuration file and shows all default settings."
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weight = 40
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weight = 40
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template = "docs.html"
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template = "pages.html"
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sort_by = "weight"
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redirect_to = "docs/configure/main"
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+++
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+++
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# Configuration
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No content here.
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Docspell's executables (restserver and joex) can take one argument – a
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configuration file. If that is not given, the defaults are used,
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overriden by environment variables. A config file overrides default
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values, so only values that differ from the defaults are necessary.
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The complete default options and their documentation is at the end of
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this page.
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Besides the config file, another way is to provide individual settings
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via key-value pairs to the executable by the `-D` option. For example
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to override only `base-url` you could add the argument
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`-Ddocspell.server.base-url=…` to the command. Multiple options are
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possible. For more than few values this is very tedious, obviously, so
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the recommended way is to maintain a config file. If these options
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*and* a file is provded, then any setting given via the `-D…` option
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overrides the same setting from the config file.
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At last, it is possible to configure docspell via environment
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variables if there is no config file supplied (if a config file *is*
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supplied, it is always preferred). Note that this approach is limited,
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as arrays are not supported. A list of environment variables can be
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found at the [end of this page](#environment-variables). The
|
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environment variable name follows the corresponding config key - where
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dots are replaced by underscores and dashes are replaced by two
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underscores. For example, the config key `docspell.server.app-name`
|
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can be defined as env variable `DOCSPELL_SERVER_APP__NAME`.
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|
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It is also possible to specify environment variables inside a config
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file (to get a mix of both) - please see the [documentation of the
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config library](https://github.com/lightbend/config#standard-behavior)
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for more on this.
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# File Format
|
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The format of the configuration files can be
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[HOCON](https://github.com/lightbend/config/blob/master/HOCON.md#hocon-human-optimized-config-object-notation),
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JSON or what this [config
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library](https://github.com/lightbend/config) understands. The default
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values below are in HOCON format, which is recommended, since it
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allows comments and has some [advanced
|
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features](https://github.com/lightbend/config#features-of-hocon).
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Please also see their documentation for more details.
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|
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A short description (please check the links for better understanding):
|
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The config consists of key-value pairs and can be written in a
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JSON-like format (called HOCON). Keys are organized in trees, and a
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key defines a full path into the tree. There are two ways:
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|
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```
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a.b.c.d=15
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```
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or
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```
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a {
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b {
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c {
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d = 15
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}
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}
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}
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```
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Both are exactly the same and these forms are both used at the same
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time. Usually the braces approach is used to group some more settings,
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for better readability.
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Strings that contain "not-so-common" characters should be enclosed in
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quotes. It is possible to define values at the top of the file and
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reuse them on different locations via the `${full.path.to.key}`
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syntax. When using these variables, they *must not* be enclosed in
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quotes.
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# Important Config Options
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The configuration of both components uses separate namespaces. The
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configuration for the REST server is below `docspell.server`, while
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the one for joex is below `docspell.joex`.
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You can therefore use two separate config files or one single file
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containing both namespaces.
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## JDBC
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This configures the connection to the database. This has to be
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specified for the rest server and joex. By default, a H2 database in
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the current `/tmp` directory is configured.
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The config looks like this (both components):
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``` bash
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docspell.joex.jdbc {
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url = ...
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user = ...
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password = ...
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}
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docspell.server.backend.jdbc {
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url = ...
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user = ...
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password = ...
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}
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```
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The `url` is the connection to the database. It must start with
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`jdbc`, followed by name of the database. The rest is specific to the
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database used: it is either a path to a file for H2 or a host/database
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url for MariaDB and PostgreSQL.
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|
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When using H2, the user and password can be chosen freely on first
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start, but must stay the same on subsequent starts. Usually, the user
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is `sa` and the password is left empty. Additionally, the url must
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include these options:
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|
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```
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;MODE=PostgreSQL;DATABASE_TO_LOWER=TRUE;AUTO_SERVER=TRUE
|
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```
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|
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### Examples
|
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|
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PostgreSQL:
|
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```
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url = "jdbc:postgresql://localhost:5432/docspelldb"
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```
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MariaDB:
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```
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url = "jdbc:mariadb://localhost:3306/docspelldb"
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```
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H2
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```
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url = "jdbc:h2:///path/to/a/file.db;MODE=PostgreSQL;DATABASE_TO_LOWER=TRUE;AUTO_SERVER=TRUE"
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```
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## Admin Endpoint
|
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The admin endpoint defines some [routes](@/docs/api/intro.md#admin)
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for adminstration tasks. This is disabled by default and can be
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enabled by providing a secret:
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|
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``` bash
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...
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admin-endpoint {
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secret = "123"
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}
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```
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This secret must be provided to all requests to a `/api/v1/admin/`
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endpoint.
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The most convenient way to execute admin tasks is to use the
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[cli](@/docs/tools/cli.md). You get a list of possible admin commands
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via `dsc admin help`.
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To see the output of the commands, there are these ways:
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|
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1. looking at the joex logs, which gives most details.
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2. Use the job-queue page when logged in as `docspell-system`
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3. setup a [webhook](@/docs/webapp/notification.md) to be notified
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when a job finishes. This way you get a small message.
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|
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All admin tasks (and also some other system tasks) are run under the
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account `docspell-system` (collective and user). You need to create
|
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this account and setup the notification hooks in there - not in your
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normal account.
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|
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|
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||||||
## Full-Text Search
|
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|
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Fulltext search is optional and provided by external systems. There
|
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are currently [Apache SOLR](https://solr.apache.org) and [PostgreSQL's
|
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||||||
text search](https://www.postgresql.org/docs/14/textsearch.html)
|
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||||||
available.
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|
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||||||
You can enable and configure the fulltext search backends as described
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||||||
below and then choose the wanted backend:
|
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||||||
|
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||||||
```conf
|
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full-text-search {
|
|
||||||
enabled = true
|
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||||||
# Which backend to use, either solr or postgresql
|
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||||||
backend = "solr"
|
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||||||
…
|
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||||||
}
|
|
||||||
```
|
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|
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||||||
All docspell components must provide the same fulltext search
|
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configuration.
|
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|
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||||||
### SOLR
|
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|
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||||||
[Apache SOLR](https://solr.apache.org) can be used to provide the
|
|
||||||
full-text search. This is defined in the `full-text-search.solr`
|
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||||||
subsection:
|
|
||||||
|
|
||||||
``` bash
|
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||||||
...
|
|
||||||
full-text-search {
|
|
||||||
...
|
|
||||||
solr = {
|
|
||||||
url = "http://localhost:8983/solr/docspell"
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|
||||||
}
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
The default configuration at the end of this page contains more
|
|
||||||
information about each setting.
|
|
||||||
|
|
||||||
The `solr.url` is the mandatory setting that you need to change to
|
|
||||||
point to your SOLR instance. Then you need to set the `enabled` flag
|
|
||||||
to `true`.
|
|
||||||
|
|
||||||
When installing docspell manually, just install solr and create a core
|
|
||||||
as described in the [solr
|
|
||||||
documentation](https://solr.apache.org/guide/8_4/installing-solr.html).
|
|
||||||
That will provide you with the connection url (the last part is the
|
|
||||||
core name). If Docspell detects an empty core it will run a schema
|
|
||||||
setup on start automatically.
|
|
||||||
|
|
||||||
The `full-text-search.solr` options are the same for joex and the
|
|
||||||
restserver.
|
|
||||||
|
|
||||||
There is an [admin route](@/docs/api/intro.md#admin) that allows to
|
|
||||||
re-create the entire index (for all collectives). This is possible via
|
|
||||||
a call:
|
|
||||||
|
|
||||||
``` bash
|
|
||||||
$ curl -XPOST -H "Docspell-Admin-Secret: test123" http://localhost:7880/api/v1/admin/fts/reIndexAll
|
|
||||||
```
|
|
||||||
|
|
||||||
or use the [cli](@/docs/tools/cli.md):
|
|
||||||
|
|
||||||
```bash
|
|
||||||
dsc admin -a test123 recreate-index
|
|
||||||
```
|
|
||||||
|
|
||||||
Here the `test123` is the key defined with `admin-endpoint.secret`. If
|
|
||||||
it is empty (the default), this call is disabled (all admin routes).
|
|
||||||
Otherwise, the POST request will submit a system task that is executed
|
|
||||||
by a joex instance eventually.
|
|
||||||
|
|
||||||
Using this endpoint, the entire index (including the schema) will be
|
|
||||||
re-created. This is sometimes necessary, for example if you upgrade
|
|
||||||
SOLR or delete the core to provide a new one (see
|
|
||||||
[here](https://solr.apache.org/guide/8_4/reindexing.html) for
|
|
||||||
details). Another way is to restart docspell (while clearing the
|
|
||||||
index). If docspell detects an empty index at startup, it will submit
|
|
||||||
a task to build the index automatically.
|
|
||||||
|
|
||||||
Note that a collective can also re-index their data using a similiar
|
|
||||||
endpoint; but this is only deleting their data and doesn't do a full
|
|
||||||
re-index.
|
|
||||||
|
|
||||||
The solr index doesn't contain any new information, it can be
|
|
||||||
regenerated any time using the above REST call. Thus it doesn't need
|
|
||||||
to be backed up.
|
|
||||||
|
|
||||||
### PostgreSQL
|
|
||||||
|
|
||||||
PostgreSQL provides many additional features, one of them is [text
|
|
||||||
search](https://www.postgresql.org/docs/14/textsearch.html). Docspell
|
|
||||||
can utilize this to provide the fulltext search feature. This is
|
|
||||||
especially useful, if PostgreSQL is used as the primary database for
|
|
||||||
docspell.
|
|
||||||
|
|
||||||
You can choose to use the same database or separate connection. The
|
|
||||||
fulltext search will create a single table `ftspsql_search` that holds
|
|
||||||
all necessary data. When doing backups, you can exclude this table as
|
|
||||||
it can be recreated from the primary data any time.
|
|
||||||
|
|
||||||
The configuration is placed inside `full-text-search`:
|
|
||||||
|
|
||||||
```conf
|
|
||||||
full-text-search {
|
|
||||||
…
|
|
||||||
postgresql = {
|
|
||||||
use-default-connection = false
|
|
||||||
|
|
||||||
jdbc {
|
|
||||||
url = "jdbc:postgresql://server:5432/db"
|
|
||||||
user = "pguser"
|
|
||||||
password = ""
|
|
||||||
}
|
|
||||||
|
|
||||||
pg-config = {
|
|
||||||
}
|
|
||||||
pg-query-parser = "websearch_to_tsquery"
|
|
||||||
pg-rank-normalization = [ 4 ]
|
|
||||||
}
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
The flag `use-default-connection` can be set to `true` if you use
|
|
||||||
PostgreSQL as the primary db to have it also used for the fulltext
|
|
||||||
search. If set to `false`, the subsequent `jdbc` block defines the
|
|
||||||
connection to the postgres database to use.
|
|
||||||
|
|
||||||
It follows some settings to tune PostgreSQL's text search feature.
|
|
||||||
Please visit [their
|
|
||||||
documentation](https://www.postgresql.org/docs/14/textsearch.html) for
|
|
||||||
all the details.
|
|
||||||
|
|
||||||
- `pg-config`: this is an optional mapping from document languages as
|
|
||||||
used in Docspell to a PostgreSQL text search configuration. Not all
|
|
||||||
languages are equally well supported out of the box. You can create
|
|
||||||
your own text search config in PostgreSQL and then define it in this
|
|
||||||
map for your language. For example:
|
|
||||||
|
|
||||||
```conf
|
|
||||||
pg-config = {
|
|
||||||
english = "my-english"
|
|
||||||
german = "my-german"
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
By default, the predefined configs are used for some lanugages and
|
|
||||||
otherwise fallback to `simple`.
|
|
||||||
|
|
||||||
*If you change this setting, you must re-index everything.*
|
|
||||||
- `pg-query-parser`: the parser applied to the fulltext query. By
|
|
||||||
default it is `websearch_to_tsquery`. (relevant [doc
|
|
||||||
link](https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES))
|
|
||||||
- `pg-rank-normalization`: this is used to tweak rank calculation that
|
|
||||||
affects the order of the elements returned from a query. It is an
|
|
||||||
array of numbers out of `1`, `2`, `4`, `8`, `16` or `32`. (relevant
|
|
||||||
[doc
|
|
||||||
link](https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-RANKING))
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
## Bind
|
|
||||||
|
|
||||||
The host and port the http server binds to. This applies to both
|
|
||||||
components. The joex component also exposes a small REST api to
|
|
||||||
inspect its state and notify the scheduler.
|
|
||||||
|
|
||||||
``` bash
|
|
||||||
docspell.server.bind {
|
|
||||||
address = localhost
|
|
||||||
port = 7880
|
|
||||||
}
|
|
||||||
docspell.joex.bind {
|
|
||||||
address = localhost
|
|
||||||
port = 7878
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
By default, it binds to `localhost` and some predefined port. This
|
|
||||||
must be changed, if components are on different machines.
|
|
||||||
|
|
||||||
## Baseurl
|
|
||||||
|
|
||||||
The base url is an important setting that defines the http URL where
|
|
||||||
the corresponding component can be reached. It applies to both
|
|
||||||
components. For a joex component, the url must be resolvable from a
|
|
||||||
REST server component. The REST server also uses this url to create
|
|
||||||
absolute urls and to configure the authenication cookie.
|
|
||||||
|
|
||||||
By default it is build using the information from the `bind` setting,
|
|
||||||
which is `http://localhost:7880`.
|
|
||||||
|
|
||||||
If the default is not changed, docspell will use the request to
|
|
||||||
determine the base-url. It first inspects the `X-Forwarded-For` header
|
|
||||||
that is often used with reverse proxies. If that is not present, the
|
|
||||||
`Host` header of the request is used. However, if the `base-url`
|
|
||||||
setting is changed, then only this setting is used.
|
|
||||||
|
|
||||||
```
|
|
||||||
docspell.server.base-url = ...
|
|
||||||
docspell.joex.base-url = ...
|
|
||||||
```
|
|
||||||
|
|
||||||
If you are unsure, leave it at its default.
|
|
||||||
|
|
||||||
### Examples
|
|
||||||
|
|
||||||
```
|
|
||||||
docspell.server.baseurl = "https://docspell.example.com"
|
|
||||||
docspell.joex.baseurl = "http://192.168.101.10"
|
|
||||||
```
|
|
||||||
|
|
||||||
|
|
||||||
## App-id
|
|
||||||
|
|
||||||
The `app-id` is the identifier of the corresponding instance. It *must
|
|
||||||
be unique* for all instances. By default the REST server uses `rest1`
|
|
||||||
and joex `joex1`. It is recommended to overwrite this setting to have
|
|
||||||
an explicit and stable identifier should multiple instances are
|
|
||||||
intended.
|
|
||||||
|
|
||||||
``` bash
|
|
||||||
docspell.server.app-id = "rest1"
|
|
||||||
docspell.joex.app-id = "joex1"
|
|
||||||
```
|
|
||||||
|
|
||||||
## Registration Options
|
|
||||||
|
|
||||||
This defines if and how new users can create accounts. There are 3
|
|
||||||
options:
|
|
||||||
|
|
||||||
- *closed* no new user can sign up
|
|
||||||
- *open* new users can sign up
|
|
||||||
- *invite* new users can sign up but require an invitation key
|
|
||||||
|
|
||||||
This applies only to the REST sevrer component.
|
|
||||||
|
|
||||||
``` bash
|
|
||||||
docspell.server.backend.signup {
|
|
||||||
mode = "open"
|
|
||||||
|
|
||||||
# If mode == 'invite', a password must be provided to generate
|
|
||||||
# invitation keys. It must not be empty.
|
|
||||||
new-invite-password = ""
|
|
||||||
|
|
||||||
# If mode == 'invite', this is the period an invitation token is
|
|
||||||
# considered valid.
|
|
||||||
invite-time = "3 days"
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
The mode `invite` is intended to open the application only to some
|
|
||||||
users. The admin can create these invitation keys and distribute them
|
|
||||||
to the desired people. For this, the `new-invite-password` must be
|
|
||||||
given. The idea is that only the person who installs docspell knows
|
|
||||||
this. If it is not set, then invitation won't work. New invitation
|
|
||||||
keys can be generated from within the web application or via REST
|
|
||||||
calls (using `curl`, for example).
|
|
||||||
|
|
||||||
``` bash
|
|
||||||
curl -X POST -d '{"password":"blabla"}' "http://localhost:7880/api/v1/open/signup/newinvite"
|
|
||||||
```
|
|
||||||
|
|
||||||
## Authentication
|
|
||||||
|
|
||||||
Authentication works in two ways:
|
|
||||||
|
|
||||||
- with an account-name / password pair
|
|
||||||
- with an authentication token
|
|
||||||
|
|
||||||
The initial authentication must occur with an accountname/password
|
|
||||||
pair. This will generate an authentication token which is valid for a
|
|
||||||
some time. Subsequent calls to secured routes can use this token. The
|
|
||||||
token can be given as a normal http header or via a cookie header.
|
|
||||||
|
|
||||||
These settings apply only to the REST server.
|
|
||||||
|
|
||||||
``` bash
|
|
||||||
docspell.server.auth {
|
|
||||||
server-secret = "hex:caffee" # or "b64:Y2FmZmVlCg=="
|
|
||||||
session-valid = "5 minutes"
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
The `server-secret` is used to sign the token. If multiple REST
|
|
||||||
servers are deployed, all must share the same server secret. Otherwise
|
|
||||||
tokens from one instance are not valid on another instance. The secret
|
|
||||||
can be given as Base64 encoded string or in hex form. Use the prefix
|
|
||||||
`hex:` and `b64:`, respectively. If no prefix is given, the UTF8 bytes
|
|
||||||
of the string are used.
|
|
||||||
|
|
||||||
The `session-valid` determines how long a token is valid. This can be
|
|
||||||
just some minutes, the web application obtains new ones
|
|
||||||
periodically. So a rather short time is recommended.
|
|
||||||
|
|
||||||
## OpenID Connect / OAuth2
|
|
||||||
|
|
||||||
You can integrate Docspell into your SSO solution via [OpenID
|
|
||||||
Connect](https://openid.net/connect/) (OIDC). This requires to set up
|
|
||||||
an OpenID Provider (OP) somewhere and to configure Docspell
|
|
||||||
accordingly to act as the relying party.
|
|
||||||
|
|
||||||
You can define multiple OPs to use. For some examples, please see the
|
|
||||||
default configuration file [below](#rest-server).
|
|
||||||
|
|
||||||
The configuration of a provider highly depends on how it is setup.
|
|
||||||
Here is an example for a setup using
|
|
||||||
[keycloak](https://www.keycloak.org):
|
|
||||||
|
|
||||||
``` conf
|
|
||||||
provider = {
|
|
||||||
provider-id = "keycloak",
|
|
||||||
client-id = "docspell",
|
|
||||||
client-secret = "example-secret-439e-bf06-911e4cdd56a6",
|
|
||||||
scope = "profile", # scope is required for OIDC
|
|
||||||
authorize-url = "http://localhost:8080/auth/realms/home/protocol/openid-connect/auth",
|
|
||||||
token-url = "http://localhost:8080/auth/realms/home/protocol/openid-connect/token",
|
|
||||||
#User URL is not used when signature key is set.
|
|
||||||
#user-url = "http://localhost:8080/auth/realms/home/protocol/openid-connect/userinfo",
|
|
||||||
sign-key = "b64:MII…ZYL09vAwLn8EAcSkCAwEAAQ==",
|
|
||||||
sig-algo = "RS512"
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
The `provider-id` is some identifier that is used in the URL to
|
|
||||||
distinguish between possibly multiple providers. The `client-id` and
|
|
||||||
`client-secret` define the two parameters required for a "confidential
|
|
||||||
client". The different URLs are best explained at the [keycloak
|
|
||||||
docs](https://www.keycloak.org/docs/latest/server_admin/).
|
|
||||||
They are available for all OPs in some way. The `user-url` is not
|
|
||||||
required, if the access token is already containing the necessary
|
|
||||||
data. If not, then docspell performs another request to the
|
|
||||||
`user-url`, which must be the user-info endpoint, to obtain the
|
|
||||||
required user data.
|
|
||||||
|
|
||||||
If the data is taken from the token directly and not via a request to
|
|
||||||
the user-info endpoint, then the token must be validated using the
|
|
||||||
given `sign-key` and `sig-algo`. These two values are then required to
|
|
||||||
specify! However, if the user-info endpoint should be used, then leave
|
|
||||||
the `sign-key` empty and specify the correct url in `user-url`. When
|
|
||||||
specifying the `sign-key` use a prefix of `b64:` if it is Base64
|
|
||||||
encoded or `hex:` if it is hex encoded. Otherwise the unicode bytes
|
|
||||||
are used, which is most probably not wanted for this setting.
|
|
||||||
|
|
||||||
Once the user is authenticated, docspell tries to setup an account and
|
|
||||||
does some checks. For this it must get to the username and collective
|
|
||||||
name somehow. How it does this, can be specified by the `user-key` and
|
|
||||||
`collective-key` settings:
|
|
||||||
|
|
||||||
``` conf
|
|
||||||
# The collective of the user is given in the access token as
|
|
||||||
# property `docspell_collective`.
|
|
||||||
collective-key = "lookup:docspell_collective",
|
|
||||||
# The username to use for the docspell account
|
|
||||||
user-key = "preferred_username"
|
|
||||||
```
|
|
||||||
|
|
||||||
The `user-key` is some string that is used to search the JSON response
|
|
||||||
from the OP for an object with that key. The search happens
|
|
||||||
recursively, so the field can be in a nested object. The found value
|
|
||||||
is used as the user name. Keycloak transmits the `preferred_username`
|
|
||||||
when asking for the `profile` scope. This can be used as the user
|
|
||||||
name.
|
|
||||||
|
|
||||||
The collective name can be obtained by different ways. For example,
|
|
||||||
you can instruct your OP (like keycloak) to provide a collective name
|
|
||||||
in the token and/or user-info responses. If you do this, then use the
|
|
||||||
`lookup:` prefix as in the example above. This instructs docspell to
|
|
||||||
search for a value the same way as the `user-key`. You can also set a
|
|
||||||
fixed collective, using `fixed:` prefix; in this case all users are in
|
|
||||||
the same collective! A third option is to prefix it with `account:` -
|
|
||||||
then the value that is looked up is interpreted as the full account
|
|
||||||
name, like `collective/user` and the `user-key` setting is ignored. If
|
|
||||||
you want to put each user in its own collective, you can just use the
|
|
||||||
same value as in `user-key`, only prefixed with `lookup:`. In the
|
|
||||||
example it would be `lookup:preferred_username`.
|
|
||||||
|
|
||||||
If you find that these methods do not suffice for your case, please
|
|
||||||
open an issue.
|
|
||||||
|
|
||||||
|
|
||||||
## File Backends
|
|
||||||
|
|
||||||
Docspell allows to choose from different storage backends for binary
|
|
||||||
files. You can choose between:
|
|
||||||
|
|
||||||
1. *Database (the recommended default)*
|
|
||||||
|
|
||||||
The database can be used to store the files as well. It is the
|
|
||||||
default. It doesn't require any other configuration and works well
|
|
||||||
with multiple instances of restservers and joex nodes.
|
|
||||||
2. *S3*
|
|
||||||
|
|
||||||
The S3 backend allows to store files in an S3 compatible storage.
|
|
||||||
It was tested with MinIO, which is possible to self host.
|
|
||||||
|
|
||||||
3. *Filesystem*
|
|
||||||
|
|
||||||
The filesystem can also be used directly, by specifying a
|
|
||||||
directory. Be aware that _all_ nodes must have read and write
|
|
||||||
access into this directory! When running multiple nodes over a
|
|
||||||
network, consider using one of the above instead. Docspell uses a
|
|
||||||
fixed structure for storing the files below the given directory, it
|
|
||||||
cannot be configured.
|
|
||||||
|
|
||||||
When using S3 or filesystem, remember to backup the database *and* the
|
|
||||||
files!
|
|
||||||
|
|
||||||
Note that Docspell not only stores the file that are uploaded, but
|
|
||||||
also some other files for internal use.
|
|
||||||
|
|
||||||
### Configuring
|
|
||||||
|
|
||||||
{% warningbubble(title="Note") %}
|
|
||||||
|
|
||||||
Each node must have the same config for its file backend! When using
|
|
||||||
the filesystem, make sure all processes can access the directory with
|
|
||||||
read and write permissions.
|
|
||||||
|
|
||||||
{% end %}
|
|
||||||
|
|
||||||
The file storage backend can be configured inside the `files` section
|
|
||||||
(see the default configs below):
|
|
||||||
|
|
||||||
```conf
|
|
||||||
files {
|
|
||||||
…
|
|
||||||
default-store = "database"
|
|
||||||
|
|
||||||
stores = {
|
|
||||||
database =
|
|
||||||
{ enabled = true
|
|
||||||
type = "default-database"
|
|
||||||
}
|
|
||||||
|
|
||||||
filesystem =
|
|
||||||
{ enabled = false
|
|
||||||
type = "file-system"
|
|
||||||
directory = "/some/directory"
|
|
||||||
}
|
|
||||||
|
|
||||||
minio =
|
|
||||||
{ enabled = false
|
|
||||||
type = "s3"
|
|
||||||
endpoint = "http://localhost:9000"
|
|
||||||
access-key = "username"
|
|
||||||
secret-key = "password"
|
|
||||||
bucket = "docspell"
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
The `stores` object defines a set of stores and the `default-store`
|
|
||||||
selects the one that should be used. All disabled store configurations
|
|
||||||
are removed from the list. Thus the `default-store` must be enabled.
|
|
||||||
Other enabled stores can be used as the target when copying files (see
|
|
||||||
below).
|
|
||||||
|
|
||||||
A store configuration requires a `enabled` and `type` property.
|
|
||||||
Depending on the `type` property, other properties are required, they
|
|
||||||
are presented above. The available storage types are
|
|
||||||
`default-database`, `file-system` and `s3`.
|
|
||||||
|
|
||||||
If you use the docker setup, you can find the corresponding
|
|
||||||
environment variables to the above config snippet
|
|
||||||
[below](#environment-variables).
|
|
||||||
|
|
||||||
### Change Backends
|
|
||||||
|
|
||||||
It is possible to change backends with a bit of manual effort. When
|
|
||||||
doing this, please make sure that the application is not used. It is
|
|
||||||
important that no file is uploaded during the following steps.
|
|
||||||
|
|
||||||
The [cli](@/docs/tools/cli.md) will be used, please set it up first
|
|
||||||
and you need to enable the [admin endpoint](#admin-endpoint). Config
|
|
||||||
changes mentioned here must be applied to all nodes - joex and
|
|
||||||
restserver!
|
|
||||||
|
|
||||||
1. In the config, enable a second file backend (besides the default)
|
|
||||||
you want to change to and start docspell as normal. Don't change
|
|
||||||
`default-store` yet.
|
|
||||||
2. Run the file integrity check in order to see whether all files are
|
|
||||||
ok as they are in the current store. This can be done using the
|
|
||||||
[cli](@/docs/tools/cli.md) by running:
|
|
||||||
|
|
||||||
```bash
|
|
||||||
dsc admin file-integrity-check
|
|
||||||
```
|
|
||||||
3. Run the copy files admin command which will copy all files from the
|
|
||||||
current `default-store` to all other enabled stores.
|
|
||||||
|
|
||||||
```bash
|
|
||||||
dsc admin clone-file-repository
|
|
||||||
```
|
|
||||||
|
|
||||||
And wait until it's done :-). You can see the progress in the jobs
|
|
||||||
page when logged in as `docspell-system` or just look at the logs.
|
|
||||||
4. In the config, change the `default-store` to the one you just
|
|
||||||
copied all the files to and restart docspell.
|
|
||||||
5. Login and do some smoke tests. Then run the file integrity check
|
|
||||||
again:
|
|
||||||
|
|
||||||
```bash
|
|
||||||
dsc admin file-integrity-check
|
|
||||||
```
|
|
||||||
|
|
||||||
If all is fine, then you are done and are now using the new file
|
|
||||||
backend. If the second integrity check fails, please open an issue.
|
|
||||||
You need then to revert the config change of step 4 to use the
|
|
||||||
previous `default-store` again.
|
|
||||||
|
|
||||||
If you want to delete the files from the database, you can do so by
|
|
||||||
running the following SQL against the database:
|
|
||||||
|
|
||||||
```sql
|
|
||||||
DELETE FROM filechunk
|
|
||||||
```
|
|
||||||
|
|
||||||
You can copy them back into the database using the steps above.
|
|
||||||
|
|
||||||
|
|
||||||
## File Processing
|
|
||||||
|
|
||||||
Files are being processed by the joex component. So all the respective
|
|
||||||
configuration is in this config only.
|
|
||||||
|
|
||||||
File processing involves several stages, detailed information can be
|
|
||||||
found [here](@/docs/joex/file-processing.md#text-analysis) and in the
|
|
||||||
corresponding sections in [joex default config](#joex).
|
|
||||||
|
|
||||||
Configuration allows to define the external tools and set some
|
|
||||||
limitations to control memory usage. The sections are:
|
|
||||||
|
|
||||||
- `docspell.joex.extraction`
|
|
||||||
- `docspell.joex.text-analysis`
|
|
||||||
- `docspell.joex.convert`
|
|
||||||
|
|
||||||
Options to external commands can use variables that are replaced by
|
|
||||||
values at runtime. Variables are enclosed in double braces `{{…}}`.
|
|
||||||
Please see the default configuration for what variables exist per
|
|
||||||
command.
|
|
||||||
|
|
||||||
### Classification
|
|
||||||
|
|
||||||
In `text-analysis.classification` you can define how many documents at
|
|
||||||
most should be used for learning. The default settings should work
|
|
||||||
well for most cases. However, it always depends on the amount of data
|
|
||||||
and the machine that runs joex. For example, by default the documents
|
|
||||||
to learn from are limited to 600 (`classification.item-count`) and
|
|
||||||
every text is cut after 5000 characters (`text-analysis.max-length`).
|
|
||||||
This is fine if *most* of your documents are small and only a few are
|
|
||||||
near 5000 characters). But if *all* your documents are very large, you
|
|
||||||
probably need to either assign more heap memory or go down with the
|
|
||||||
limits.
|
|
||||||
|
|
||||||
Classification can be disabled, too, for when it's not needed.
|
|
||||||
|
|
||||||
### NLP
|
|
||||||
|
|
||||||
This setting defines which NLP mode to use. It defaults to `full`,
|
|
||||||
which requires more memory for certain languages (with the advantage
|
|
||||||
of better results). Other values are `basic`, `regexonly` and
|
|
||||||
`disabled`. The modes `full` and `basic` use pre-defined lanugage
|
|
||||||
models for procesing documents of languaes German, English, French and
|
|
||||||
Spanish. These require some amount of memory (see below).
|
|
||||||
|
|
||||||
The mode `basic` is like the "light" variant to `full`. It doesn't use
|
|
||||||
all NLP features, which makes memory consumption much lower, but comes
|
|
||||||
with the compromise of less accurate results.
|
|
||||||
|
|
||||||
The mode `regexonly` doesn't use pre-defined lanuage models, even if
|
|
||||||
available. It checks your address book against a document to find
|
|
||||||
metadata. That means, it is language independent. Also, when using
|
|
||||||
`full` or `basic` with lanugages where no pre-defined models exist, it
|
|
||||||
will degrade to `regexonly` for these.
|
|
||||||
|
|
||||||
The mode `disabled` skips NLP processing completely. This has least
|
|
||||||
impact in memory consumption, obviously, but then only the classifier
|
|
||||||
is used to find metadata (unless it is disabled, too).
|
|
||||||
|
|
||||||
You might want to try different modes and see what combination suits
|
|
||||||
best your usage pattern and machine running joex. If a powerful
|
|
||||||
machine is used, simply leave the defaults. When running on an
|
|
||||||
raspberry pi, for example, you might need to adjust things.
|
|
||||||
|
|
||||||
### Memory Usage
|
|
||||||
|
|
||||||
The memory requirements for the joex component depends on the document
|
|
||||||
language and the enabled features for text-analysis. The `nlp.mode`
|
|
||||||
setting has significant impact, especially when your documents are in
|
|
||||||
German. Here are some rough numbers on jvm heap usage (the same file
|
|
||||||
was used for all tries):
|
|
||||||
|
|
||||||
<table class="striped-basic">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>nlp.mode</th>
|
|
||||||
<th>English</th>
|
|
||||||
<th>German</th>
|
|
||||||
<th>French</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tfoot>
|
|
||||||
</tfoot>
|
|
||||||
<tbody>
|
|
||||||
<tr><td>full</td><td>420M</td><td>950M</td><td>490M</td></tr>
|
|
||||||
<tr><td>basic</td><td>170M</td><td>380M</td><td>390M</td></tr>
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
|
|
||||||
Note that these are only rough numbers and they show the maximum used
|
|
||||||
heap memory while processing a file.
|
|
||||||
|
|
||||||
When using `mode=full`, a heap setting of at least `-Xmx1400M` is
|
|
||||||
recommended. For `mode=basic` a heap setting of at least `-Xmx500M` is
|
|
||||||
recommended.
|
|
||||||
|
|
||||||
Other languages can't use these two modes, and so don't require this
|
|
||||||
amount of memory (but don't have as good results). Then you can go
|
|
||||||
with less heap. For these languages, the nlp mode is the same as
|
|
||||||
`regexonly`.
|
|
||||||
|
|
||||||
Training the classifier is also memory intensive, which solely depends
|
|
||||||
on the size and number of documents that are being trained. However,
|
|
||||||
training the classifier is done periodically and can happen maybe
|
|
||||||
every two weeks. When classifying new documents, memory requirements
|
|
||||||
are lower, since the model already exists.
|
|
||||||
|
|
||||||
More details about these modes can be found
|
|
||||||
[here](@/docs/joex/file-processing.md#text-analysis).
|
|
||||||
|
|
||||||
|
|
||||||
The restserver component is very lightweight, here you can use
|
|
||||||
defaults.
|
|
||||||
|
|
||||||
|
|
||||||
# JVM Options
|
|
||||||
|
|
||||||
The start scripts support some options to configure the JVM. One often
|
|
||||||
used setting is the maximum heap size of the JVM. By default, java
|
|
||||||
determines it based on properties of the current machine. You can
|
|
||||||
specify it by given java startup options to the command:
|
|
||||||
|
|
||||||
```
|
|
||||||
$ ./docspell-restserver*/bin/docspell-restserver -J-Xmx1G -- /path/to/server-config.conf
|
|
||||||
```
|
|
||||||
|
|
||||||
This would limit the maximum heap to 1GB. The double slash separates
|
|
||||||
internal options and the arguments to the program. Another frequently
|
|
||||||
used option is to change the default temp directory. Usually it is
|
|
||||||
`/tmp`, but it may be desired to have a dedicated temp directory,
|
|
||||||
which can be configured:
|
|
||||||
|
|
||||||
```
|
|
||||||
$ ./docspell-restserver*/bin/docspell-restserver -J-Xmx1G -Djava.io.tmpdir=/path/to/othertemp -- /path/to/server-config.conf
|
|
||||||
```
|
|
||||||
|
|
||||||
The command:
|
|
||||||
|
|
||||||
```
|
|
||||||
$ ./docspell-restserver*/bin/docspell-restserver -h
|
|
||||||
```
|
|
||||||
|
|
||||||
gives an overview of supported options.
|
|
||||||
|
|
||||||
It is recommended to run joex with the G1GC enabled. If you use java8,
|
|
||||||
you need to add an option to use G1GC (`-XX:+UseG1GC`), for java11
|
|
||||||
this is not necessary (but doesn't hurt either). This could look like
|
|
||||||
this:
|
|
||||||
|
|
||||||
```
|
|
||||||
./docspell-joex-{{version()}}/bin/docspell-joex -J-Xmx1596M -J-XX:+UseG1GC -- /path/to/joex.conf
|
|
||||||
```
|
|
||||||
|
|
||||||
Using these options you can define how much memory the JVM process is
|
|
||||||
able to use. This might be necessary to adopt depending on the usage
|
|
||||||
scenario and configured text analysis features.
|
|
||||||
|
|
||||||
Please have a look at the corresponding [section](@/docs/configure/_index.md#memory-usage).
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
# Logging
|
|
||||||
|
|
||||||
By default, docspell logs to stdout. This works well, when managed by
|
|
||||||
systemd or other inits. Logging can be configured in the configuration
|
|
||||||
file or via environment variables. There are only two settings:
|
|
||||||
|
|
||||||
- `minimum-level` specifies the log level to control the verbosity.
|
|
||||||
Levels are ordered from: *Trace*, *Debug*, *Info*, *Warn* and
|
|
||||||
*Error*
|
|
||||||
- `format` this defines how the logs are formatted. There are two
|
|
||||||
formats for humans: *Plain* and *Fancy*. And two more suited for
|
|
||||||
machine consumption: *Json* and *Logfmt*. The *Json* format contains
|
|
||||||
all details, while the others may omit some for readability
|
|
||||||
|
|
||||||
These settings are the same for joex and the restserver component.
|
|
||||||
|
|
||||||
# Default Config
|
|
||||||
## Rest Server
|
|
||||||
|
|
||||||
{{ incl_conf(path="templates/shortcodes/server.conf") }}
|
|
||||||
|
|
||||||
|
|
||||||
## Joex
|
|
||||||
|
|
||||||
|
|
||||||
{{ incl_conf(path="templates/shortcodes/joex.conf") }}
|
|
||||||
|
|
||||||
## Environment Variables
|
|
||||||
|
|
||||||
Environment variables can be used when there is no config file
|
|
||||||
supplied. The listing below shows all possible variables and their
|
|
||||||
default values.
|
|
||||||
|
|
||||||
{{ incl_conf(path="templates/shortcodes/config.env.txt") }}
|
|
||||||
|
39
website/site/content/docs/configure/admin-endpoint.md
Normal file
39
website/site/content/docs/configure/admin-endpoint.md
Normal file
@ -0,0 +1,39 @@
|
|||||||
|
+++
|
||||||
|
title = "Admin Endpoint"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 60
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
# Admin Endpoint
|
||||||
|
|
||||||
|
The admin endpoint defines some [routes](@/docs/api/intro.md#admin)
|
||||||
|
for adminstration tasks. This is disabled by default and can be
|
||||||
|
enabled by providing a secret:
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
...
|
||||||
|
admin-endpoint {
|
||||||
|
secret = "123"
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
This secret must be provided to all requests to a `/api/v1/admin/`
|
||||||
|
endpoint.
|
||||||
|
|
||||||
|
The most convenient way to execute admin tasks is to use the
|
||||||
|
[cli](@/docs/tools/cli.md). You get a list of possible admin commands
|
||||||
|
via `dsc admin help`.
|
||||||
|
|
||||||
|
To see the output of the commands, there are these ways:
|
||||||
|
|
||||||
|
1. looking at the joex logs, which gives most details.
|
||||||
|
2. Use the job-queue page when logged in as `docspell-system`
|
||||||
|
3. setup a [webhook](@/docs/webapp/notification.md) to be notified
|
||||||
|
when a job finishes. This way you get a small message.
|
||||||
|
|
||||||
|
All admin tasks (and also some other system tasks) are run under the
|
||||||
|
account `docspell-system` (collective and user). You need to create
|
||||||
|
this account and setup the notification hooks in there - not in your
|
||||||
|
normal account.
|
124
website/site/content/docs/configure/authentication.md
Normal file
124
website/site/content/docs/configure/authentication.md
Normal file
@ -0,0 +1,124 @@
|
|||||||
|
+++
|
||||||
|
title = "Authentication"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 70
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
## Authentication
|
||||||
|
|
||||||
|
Authentication works in two ways:
|
||||||
|
|
||||||
|
- with an account-name / password pair
|
||||||
|
- with an authentication token
|
||||||
|
|
||||||
|
The initial authentication must occur with an accountname/password
|
||||||
|
pair. This will generate an authentication token which is valid for a
|
||||||
|
some time. Subsequent calls to secured routes can use this token. The
|
||||||
|
token can be given as a normal http header or via a cookie header.
|
||||||
|
|
||||||
|
These settings apply only to the REST server.
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
docspell.server.auth {
|
||||||
|
server-secret = "hex:caffee" # or "b64:Y2FmZmVlCg=="
|
||||||
|
session-valid = "5 minutes"
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
The `server-secret` is used to sign the token. If multiple REST
|
||||||
|
servers are deployed, all must share the same server secret. Otherwise
|
||||||
|
tokens from one instance are not valid on another instance. The secret
|
||||||
|
can be given as Base64 encoded string or in hex form. Use the prefix
|
||||||
|
`hex:` and `b64:`, respectively. If no prefix is given, the UTF8 bytes
|
||||||
|
of the string are used.
|
||||||
|
|
||||||
|
The `session-valid` determines how long a token is valid. This can be
|
||||||
|
just some minutes, the web application obtains new ones
|
||||||
|
periodically. So a rather short time is recommended.
|
||||||
|
|
||||||
|
## OpenID Connect / OAuth2
|
||||||
|
|
||||||
|
You can integrate Docspell into your SSO solution via [OpenID
|
||||||
|
Connect](https://openid.net/connect/) (OIDC). This requires to set up
|
||||||
|
an OpenID Provider (OP) somewhere and to configure Docspell
|
||||||
|
accordingly to act as the relying party.
|
||||||
|
|
||||||
|
You can define multiple OPs to use. For some examples, please see the
|
||||||
|
[default configuration](@/docs/configure/main.md#default-config).
|
||||||
|
|
||||||
|
The configuration of a provider highly depends on how it is setup.
|
||||||
|
Here is an example for a setup using
|
||||||
|
[keycloak](https://www.keycloak.org):
|
||||||
|
|
||||||
|
``` conf
|
||||||
|
provider = {
|
||||||
|
provider-id = "keycloak",
|
||||||
|
client-id = "docspell",
|
||||||
|
client-secret = "example-secret-439e-bf06-911e4cdd56a6",
|
||||||
|
scope = "profile", # scope is required for OIDC
|
||||||
|
authorize-url = "http://localhost:8080/auth/realms/home/protocol/openid-connect/auth",
|
||||||
|
token-url = "http://localhost:8080/auth/realms/home/protocol/openid-connect/token",
|
||||||
|
#User URL is not used when signature key is set.
|
||||||
|
#user-url = "http://localhost:8080/auth/realms/home/protocol/openid-connect/userinfo",
|
||||||
|
sign-key = "b64:MII…ZYL09vAwLn8EAcSkCAwEAAQ==",
|
||||||
|
sig-algo = "RS512"
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
The `provider-id` is some identifier that is used in the URL to
|
||||||
|
distinguish between possibly multiple providers. The `client-id` and
|
||||||
|
`client-secret` define the two parameters required for a "confidential
|
||||||
|
client". The different URLs are best explained at the [keycloak
|
||||||
|
docs](https://www.keycloak.org/docs/latest/server_admin/).
|
||||||
|
They are available for all OPs in some way. The `user-url` is not
|
||||||
|
required, if the access token is already containing the necessary
|
||||||
|
data. If not, then docspell performs another request to the
|
||||||
|
`user-url`, which must be the user-info endpoint, to obtain the
|
||||||
|
required user data.
|
||||||
|
|
||||||
|
If the data is taken from the token directly and not via a request to
|
||||||
|
the user-info endpoint, then the token must be validated using the
|
||||||
|
given `sign-key` and `sig-algo`. These two values are then required to
|
||||||
|
specify! However, if the user-info endpoint should be used, then leave
|
||||||
|
the `sign-key` empty and specify the correct url in `user-url`. When
|
||||||
|
specifying the `sign-key` use a prefix of `b64:` if it is Base64
|
||||||
|
encoded or `hex:` if it is hex encoded. Otherwise the unicode bytes
|
||||||
|
are used, which is most probably not wanted for this setting.
|
||||||
|
|
||||||
|
Once the user is authenticated, docspell tries to setup an account and
|
||||||
|
does some checks. For this it must get to the username and collective
|
||||||
|
name somehow. How it does this, can be specified by the `user-key` and
|
||||||
|
`collective-key` settings:
|
||||||
|
|
||||||
|
``` conf
|
||||||
|
# The collective of the user is given in the access token as
|
||||||
|
# property `docspell_collective`.
|
||||||
|
collective-key = "lookup:docspell_collective",
|
||||||
|
# The username to use for the docspell account
|
||||||
|
user-key = "preferred_username"
|
||||||
|
```
|
||||||
|
|
||||||
|
The `user-key` is some string that is used to search the JSON response
|
||||||
|
from the OP for an object with that key. The search happens
|
||||||
|
recursively, so the field can be in a nested object. The found value
|
||||||
|
is used as the user name. Keycloak transmits the `preferred_username`
|
||||||
|
when asking for the `profile` scope. This can be used as the user
|
||||||
|
name.
|
||||||
|
|
||||||
|
The collective name can be obtained by different ways. For example,
|
||||||
|
you can instruct your OP (like keycloak) to provide a collective name
|
||||||
|
in the token and/or user-info responses. If you do this, then use the
|
||||||
|
`lookup:` prefix as in the example above. This instructs docspell to
|
||||||
|
search for a value the same way as the `user-key`. You can also set a
|
||||||
|
fixed collective, using `fixed:` prefix; in this case all users are in
|
||||||
|
the same collective! A third option is to prefix it with `account:` -
|
||||||
|
then the value that is looked up is interpreted as the full account
|
||||||
|
name, like `collective/user` and the `user-key` setting is ignored. If
|
||||||
|
you want to put each user in its own collective, you can just use the
|
||||||
|
same value as in `user-key`, only prefixed with `lookup:`. In the
|
||||||
|
example it would be `lookup:preferred_username`.
|
||||||
|
|
||||||
|
If you find that these methods do not suffice for your case, please
|
||||||
|
open an issue.
|
38
website/site/content/docs/configure/baseurl.md
Normal file
38
website/site/content/docs/configure/baseurl.md
Normal file
@ -0,0 +1,38 @@
|
|||||||
|
+++
|
||||||
|
title = "Base URL"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 90
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
## Baseurl
|
||||||
|
|
||||||
|
The base url is an important setting that defines the http URL where
|
||||||
|
the corresponding component can be reached. It applies to both
|
||||||
|
components. For a joex component, the url must be resolvable from a
|
||||||
|
REST server component. The REST server also uses this url to create
|
||||||
|
absolute urls and to configure the authenication cookie.
|
||||||
|
|
||||||
|
By default it is build using the information from the `bind` setting,
|
||||||
|
which is `http://localhost:7880`.
|
||||||
|
|
||||||
|
If the default is not changed, docspell will use the request to
|
||||||
|
determine the base-url. It first inspects the `X-Forwarded-For` header
|
||||||
|
that is often used with reverse proxies. If that is not present, the
|
||||||
|
`Host` header of the request is used. However, if the `base-url`
|
||||||
|
setting is changed, then only this setting is used.
|
||||||
|
|
||||||
|
```
|
||||||
|
docspell.server.base-url = ...
|
||||||
|
docspell.joex.base-url = ...
|
||||||
|
```
|
||||||
|
|
||||||
|
If you are unsure, leave it at its default.
|
||||||
|
|
||||||
|
### Examples
|
||||||
|
|
||||||
|
```
|
||||||
|
docspell.server.baseurl = "https://docspell.example.com"
|
||||||
|
docspell.joex.baseurl = "http://192.168.101.10"
|
||||||
|
```
|
27
website/site/content/docs/configure/bind.md
Normal file
27
website/site/content/docs/configure/bind.md
Normal file
@ -0,0 +1,27 @@
|
|||||||
|
+++
|
||||||
|
title = "Bind"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 12
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
## Bind
|
||||||
|
|
||||||
|
The host and port the http server binds to. This applies to both
|
||||||
|
components. The joex component also exposes a small REST api to
|
||||||
|
inspect its state and notify the scheduler.
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
docspell.server.bind {
|
||||||
|
address = localhost
|
||||||
|
port = 7880
|
||||||
|
}
|
||||||
|
docspell.joex.bind {
|
||||||
|
address = localhost
|
||||||
|
port = 7878
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
By default, it binds to `localhost` and some predefined port. This
|
||||||
|
must be changed, if components are on different machines.
|
71
website/site/content/docs/configure/database.md
Normal file
71
website/site/content/docs/configure/database.md
Normal file
@ -0,0 +1,71 @@
|
|||||||
|
+++
|
||||||
|
title = "Database"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Details about configuring the database."
|
||||||
|
weight = 20
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
|
||||||
|
# Database
|
||||||
|
|
||||||
|
The database holds by default all the data and must be configured
|
||||||
|
exactly the same on all nodes.
|
||||||
|
|
||||||
|
The following are supported DBs:
|
||||||
|
|
||||||
|
- PostgreSQL (recommended)
|
||||||
|
- MariaDB
|
||||||
|
- H2
|
||||||
|
|
||||||
|
This has to be specified for the rest server and joex. By default, a
|
||||||
|
H2 database in the current `/tmp` directory is configured.
|
||||||
|
|
||||||
|
## Options
|
||||||
|
|
||||||
|
The config looks like this (both components):
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
docspell.joex.jdbc {
|
||||||
|
url = ...
|
||||||
|
user = ...
|
||||||
|
password = ...
|
||||||
|
}
|
||||||
|
|
||||||
|
docspell.server.backend.jdbc {
|
||||||
|
url = ...
|
||||||
|
user = ...
|
||||||
|
password = ...
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
The `url` is the connection to the database. It must start with
|
||||||
|
`jdbc`, followed by name of the database. The rest is specific to the
|
||||||
|
database used: it is either a path to a file for H2 or a host/database
|
||||||
|
url for MariaDB and PostgreSQL.
|
||||||
|
|
||||||
|
When using H2, the user and password can be chosen freely on first
|
||||||
|
start, but must stay the same on subsequent starts. Usually, the user
|
||||||
|
is `sa` and the password is left empty. Additionally, the url must
|
||||||
|
include these options:
|
||||||
|
|
||||||
|
```
|
||||||
|
;MODE=PostgreSQL;DATABASE_TO_LOWER=TRUE;AUTO_SERVER=TRUE
|
||||||
|
```
|
||||||
|
|
||||||
|
## Examples
|
||||||
|
|
||||||
|
PostgreSQL:
|
||||||
|
```
|
||||||
|
url = "jdbc:postgresql://localhost:5432/docspelldb"
|
||||||
|
```
|
||||||
|
|
||||||
|
MariaDB:
|
||||||
|
```
|
||||||
|
url = "jdbc:mariadb://localhost:3306/docspelldb"
|
||||||
|
```
|
||||||
|
|
||||||
|
H2
|
||||||
|
```
|
||||||
|
url = "jdbc:h2:///path/to/a/file.db;MODE=PostgreSQL;DATABASE_TO_LOWER=TRUE;AUTO_SERVER=TRUE"
|
||||||
|
```
|
147
website/site/content/docs/configure/file-backends.md
Normal file
147
website/site/content/docs/configure/file-backends.md
Normal file
@ -0,0 +1,147 @@
|
|||||||
|
+++
|
||||||
|
title = "File Backends"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 30
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
## File Backends
|
||||||
|
|
||||||
|
Docspell allows to choose from different storage backends for binary
|
||||||
|
files. You can choose between:
|
||||||
|
|
||||||
|
1. *Database (the recommended default)*
|
||||||
|
|
||||||
|
The database can be used to store the files as well. It is the
|
||||||
|
default. It doesn't require any other configuration and works well
|
||||||
|
with multiple instances of restservers and joex nodes.
|
||||||
|
2. *S3*
|
||||||
|
|
||||||
|
The S3 backend allows to store files in an S3 compatible storage.
|
||||||
|
It was tested with MinIO, which is possible to self host.
|
||||||
|
|
||||||
|
3. *Filesystem*
|
||||||
|
|
||||||
|
The filesystem can also be used directly, by specifying a
|
||||||
|
directory. Be aware that _all_ nodes must have read and write
|
||||||
|
access into this directory! When running multiple nodes over a
|
||||||
|
network, consider using one of the above instead. Docspell uses a
|
||||||
|
fixed structure for storing the files below the given directory, it
|
||||||
|
cannot be configured.
|
||||||
|
|
||||||
|
When using S3 or filesystem, remember to backup the database *and* the
|
||||||
|
files!
|
||||||
|
|
||||||
|
Note that Docspell not only stores the file that are uploaded, but
|
||||||
|
also some other files for internal use.
|
||||||
|
|
||||||
|
### Configuring
|
||||||
|
|
||||||
|
{% warningbubble(title="Note") %}
|
||||||
|
|
||||||
|
Each node must have the same config for its file backend! When using
|
||||||
|
the filesystem, make sure all processes can access the directory with
|
||||||
|
read and write permissions.
|
||||||
|
|
||||||
|
{% end %}
|
||||||
|
|
||||||
|
The file storage backend can be configured inside the `files` section
|
||||||
|
(see the [default configs](@/docs/configure/main.md#default-config)):
|
||||||
|
|
||||||
|
```conf
|
||||||
|
files {
|
||||||
|
…
|
||||||
|
default-store = "database"
|
||||||
|
|
||||||
|
stores = {
|
||||||
|
database =
|
||||||
|
{ enabled = true
|
||||||
|
type = "default-database"
|
||||||
|
}
|
||||||
|
|
||||||
|
filesystem =
|
||||||
|
{ enabled = false
|
||||||
|
type = "file-system"
|
||||||
|
directory = "/some/directory"
|
||||||
|
}
|
||||||
|
|
||||||
|
minio =
|
||||||
|
{ enabled = false
|
||||||
|
type = "s3"
|
||||||
|
endpoint = "http://localhost:9000"
|
||||||
|
access-key = "username"
|
||||||
|
secret-key = "password"
|
||||||
|
bucket = "docspell"
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
The `stores` object defines a set of stores and the `default-store`
|
||||||
|
selects the one that should be used. All disabled store configurations
|
||||||
|
are removed from the list. Thus the `default-store` must be enabled.
|
||||||
|
Other enabled stores can be used as the target when copying files (see
|
||||||
|
below).
|
||||||
|
|
||||||
|
A store configuration requires a `enabled` and `type` property.
|
||||||
|
Depending on the `type` property, other properties are required, they
|
||||||
|
are presented above. The available storage types are
|
||||||
|
`default-database`, `file-system` and `s3`.
|
||||||
|
|
||||||
|
If you use the docker setup, you can find the corresponding
|
||||||
|
environment variables to the above config snippet
|
||||||
|
[below](#environment-variables).
|
||||||
|
|
||||||
|
### Change Backends
|
||||||
|
|
||||||
|
It is possible to change backends with a bit of manual effort. When
|
||||||
|
doing this, please make sure that the application is not used. It is
|
||||||
|
important that no file is uploaded during the following steps.
|
||||||
|
|
||||||
|
The [cli](@/docs/tools/cli.md) will be used, please set it up first
|
||||||
|
and you need to enable the [admin endpoint](#admin-endpoint). Config
|
||||||
|
changes mentioned here must be applied to all nodes - joex and
|
||||||
|
restserver!
|
||||||
|
|
||||||
|
1. In the config, enable a second file backend (besides the default)
|
||||||
|
you want to change to and start docspell as normal. Don't change
|
||||||
|
`default-store` yet.
|
||||||
|
2. Run the file integrity check in order to see whether all files are
|
||||||
|
ok as they are in the current store. This can be done using the
|
||||||
|
[cli](@/docs/tools/cli.md) by running:
|
||||||
|
|
||||||
|
```bash
|
||||||
|
dsc admin file-integrity-check
|
||||||
|
```
|
||||||
|
3. Run the copy files admin command which will copy all files from the
|
||||||
|
current `default-store` to all other enabled stores.
|
||||||
|
|
||||||
|
```bash
|
||||||
|
dsc admin clone-file-repository
|
||||||
|
```
|
||||||
|
|
||||||
|
And wait until it's done :-). You can see the progress in the jobs
|
||||||
|
page when logged in as `docspell-system` or just look at the logs.
|
||||||
|
4. In the config, change the `default-store` to the one you just
|
||||||
|
copied all the files to and restart docspell.
|
||||||
|
5. Login and do some smoke tests. Then run the file integrity check
|
||||||
|
again:
|
||||||
|
|
||||||
|
```bash
|
||||||
|
dsc admin file-integrity-check
|
||||||
|
```
|
||||||
|
|
||||||
|
If all is fine, then you are done and are now using the new file
|
||||||
|
backend. If the second integrity check fails, please open an issue.
|
||||||
|
You need then to revert the config change of step 4 to use the
|
||||||
|
previous `default-store` again.
|
||||||
|
|
||||||
|
If you want to delete the files from the database, you can do so by
|
||||||
|
running the following SQL against the database:
|
||||||
|
|
||||||
|
```sql
|
||||||
|
DELETE FROM filechunk
|
||||||
|
```
|
||||||
|
|
||||||
|
You can copy them back into the database using the steps above.
|
122
website/site/content/docs/configure/file-processing.md
Normal file
122
website/site/content/docs/configure/file-processing.md
Normal file
@ -0,0 +1,122 @@
|
|||||||
|
+++
|
||||||
|
title = "File Processing"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 40
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
## File Processing
|
||||||
|
|
||||||
|
Files are being processed by the joex component. So all the respective
|
||||||
|
configuration is in this config only.
|
||||||
|
|
||||||
|
File processing involves several stages, detailed information can be
|
||||||
|
found [here](@/docs/joex/file-processing.md#text-analysis) and in the
|
||||||
|
corresponding sections in [joex default
|
||||||
|
config](@/docs/configure/main.md#joex).
|
||||||
|
|
||||||
|
Configuration allows to define the external tools and set some
|
||||||
|
limitations to control memory usage. The sections are:
|
||||||
|
|
||||||
|
- `docspell.joex.extraction`
|
||||||
|
- `docspell.joex.text-analysis`
|
||||||
|
- `docspell.joex.convert`
|
||||||
|
|
||||||
|
Options to external commands can use variables that are replaced by
|
||||||
|
values at runtime. Variables are enclosed in double braces `{{…}}`.
|
||||||
|
Please see the default configuration for what variables exist per
|
||||||
|
command.
|
||||||
|
|
||||||
|
### Classification
|
||||||
|
|
||||||
|
In `text-analysis.classification` you can define how many documents at
|
||||||
|
most should be used for learning. The default settings should work
|
||||||
|
well for most cases. However, it always depends on the amount of data
|
||||||
|
and the machine that runs joex. For example, by default the documents
|
||||||
|
to learn from are limited to 600 (`classification.item-count`) and
|
||||||
|
every text is cut after 5000 characters (`text-analysis.max-length`).
|
||||||
|
This is fine if *most* of your documents are small and only a few are
|
||||||
|
near 5000 characters). But if *all* your documents are very large, you
|
||||||
|
probably need to either assign more heap memory or go down with the
|
||||||
|
limits.
|
||||||
|
|
||||||
|
Classification can be disabled, too, for when it's not needed.
|
||||||
|
|
||||||
|
### NLP
|
||||||
|
|
||||||
|
This setting defines which NLP mode to use. It defaults to `full`,
|
||||||
|
which requires more memory for certain languages (with the advantage
|
||||||
|
of better results). Other values are `basic`, `regexonly` and
|
||||||
|
`disabled`. The modes `full` and `basic` use pre-defined lanugage
|
||||||
|
models for procesing documents of languaes German, English, French and
|
||||||
|
Spanish. These require some amount of memory (see below).
|
||||||
|
|
||||||
|
The mode `basic` is like the "light" variant to `full`. It doesn't use
|
||||||
|
all NLP features, which makes memory consumption much lower, but comes
|
||||||
|
with the compromise of less accurate results.
|
||||||
|
|
||||||
|
The mode `regexonly` doesn't use pre-defined lanuage models, even if
|
||||||
|
available. It checks your address book against a document to find
|
||||||
|
metadata. That means, it is language independent. Also, when using
|
||||||
|
`full` or `basic` with lanugages where no pre-defined models exist, it
|
||||||
|
will degrade to `regexonly` for these.
|
||||||
|
|
||||||
|
The mode `disabled` skips NLP processing completely. This has least
|
||||||
|
impact in memory consumption, obviously, but then only the classifier
|
||||||
|
is used to find metadata (unless it is disabled, too).
|
||||||
|
|
||||||
|
You might want to try different modes and see what combination suits
|
||||||
|
best your usage pattern and machine running joex. If a powerful
|
||||||
|
machine is used, simply leave the defaults. When running on an
|
||||||
|
raspberry pi, for example, you might need to adjust things.
|
||||||
|
|
||||||
|
### Memory Usage
|
||||||
|
|
||||||
|
The memory requirements for the joex component depends on the document
|
||||||
|
language and the enabled features for text-analysis. The `nlp.mode`
|
||||||
|
setting has significant impact, especially when your documents are in
|
||||||
|
German. Here are some rough numbers on jvm heap usage (the same file
|
||||||
|
was used for all tries):
|
||||||
|
|
||||||
|
<table class="striped-basic">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>nlp.mode</th>
|
||||||
|
<th>English</th>
|
||||||
|
<th>German</th>
|
||||||
|
<th>French</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tfoot>
|
||||||
|
</tfoot>
|
||||||
|
<tbody>
|
||||||
|
<tr><td>full</td><td>420M</td><td>950M</td><td>490M</td></tr>
|
||||||
|
<tr><td>basic</td><td>170M</td><td>380M</td><td>390M</td></tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
|
||||||
|
Note that these are only rough numbers and they show the maximum used
|
||||||
|
heap memory while processing a file.
|
||||||
|
|
||||||
|
When using `mode=full`, a heap setting of at least `-Xmx1400M` is
|
||||||
|
recommended. For `mode=basic` a heap setting of at least `-Xmx500M` is
|
||||||
|
recommended.
|
||||||
|
|
||||||
|
Other languages can't use these two modes, and so don't require this
|
||||||
|
amount of memory (but don't have as good results). Then you can go
|
||||||
|
with less heap. For these languages, the nlp mode is the same as
|
||||||
|
`regexonly`.
|
||||||
|
|
||||||
|
Training the classifier is also memory intensive, which solely depends
|
||||||
|
on the size and number of documents that are being trained. However,
|
||||||
|
training the classifier is done periodically and can happen maybe
|
||||||
|
every two weeks. When classifying new documents, memory requirements
|
||||||
|
are lower, since the model already exists.
|
||||||
|
|
||||||
|
More details about these modes can be found
|
||||||
|
[here](@/docs/joex/file-processing.md#text-analysis).
|
||||||
|
|
||||||
|
|
||||||
|
The restserver component is very lightweight, here you can use
|
||||||
|
defaults.
|
176
website/site/content/docs/configure/fulltext-search.md
Normal file
176
website/site/content/docs/configure/fulltext-search.md
Normal file
@ -0,0 +1,176 @@
|
|||||||
|
+++
|
||||||
|
title = "Full-Text Search"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Details about configuring the fulltext search."
|
||||||
|
weight = 50
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
|
||||||
|
# Full-Text Search
|
||||||
|
|
||||||
|
Fulltext search is optional and provided by external systems. There
|
||||||
|
are currently [Apache SOLR](https://solr.apache.org) and [PostgreSQL's
|
||||||
|
text search](https://www.postgresql.org/docs/14/textsearch.html)
|
||||||
|
available.
|
||||||
|
|
||||||
|
You can enable and configure the fulltext search backends as described
|
||||||
|
below and then choose the backend:
|
||||||
|
|
||||||
|
```conf
|
||||||
|
full-text-search {
|
||||||
|
enabled = true
|
||||||
|
# Which backend to use, either solr or postgresql
|
||||||
|
backend = "solr"
|
||||||
|
…
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
All docspell components must provide the same fulltext search
|
||||||
|
configuration.
|
||||||
|
|
||||||
|
|
||||||
|
## SOLR
|
||||||
|
|
||||||
|
[Apache SOLR](https://solr.apache.org) can be used to provide the
|
||||||
|
full-text search. This is defined in the `full-text-search.solr`
|
||||||
|
subsection:
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
...
|
||||||
|
full-text-search {
|
||||||
|
...
|
||||||
|
solr = {
|
||||||
|
url = "http://localhost:8983/solr/docspell"
|
||||||
|
}
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
The default configuration at the end of this page contains more
|
||||||
|
information about each setting.
|
||||||
|
|
||||||
|
The `solr.url` is the mandatory setting that you need to change to
|
||||||
|
point to your SOLR instance. Then you need to set the `enabled` flag
|
||||||
|
to `true`.
|
||||||
|
|
||||||
|
When installing docspell manually, just install solr and create a core
|
||||||
|
as described in the [solr
|
||||||
|
documentation](https://solr.apache.org/guide/8_4/installing-solr.html).
|
||||||
|
That will provide you with the connection url (the last part is the
|
||||||
|
core name). If Docspell detects an empty core it will run a schema
|
||||||
|
setup on start automatically.
|
||||||
|
|
||||||
|
The `full-text-search.solr` options are the same for joex and the
|
||||||
|
restserver.
|
||||||
|
|
||||||
|
Sometimes it is necessary to re-create the entire index, for example
|
||||||
|
if you upgrade SOLR or delete the core to provide a new one (see
|
||||||
|
[here](https://solr.apache.org/guide/8_4/reindexing.html) for
|
||||||
|
details). Another way is to restart docspell (while clearing the
|
||||||
|
index). If docspell detects an empty index at startup, it will submit
|
||||||
|
a task to build the index automatically.
|
||||||
|
|
||||||
|
Note that a collective can also re-index their data using a similiar
|
||||||
|
endpoint; but this is only deleting their data and doesn't do a full
|
||||||
|
re-index.
|
||||||
|
|
||||||
|
The solr index doesn't contain any new information, it can be
|
||||||
|
regenerated any time using the above REST call. Thus it doesn't need
|
||||||
|
to be backed up.
|
||||||
|
|
||||||
|
|
||||||
|
## PostgreSQL
|
||||||
|
|
||||||
|
PostgreSQL provides many additional features, one of them is [text
|
||||||
|
search](https://www.postgresql.org/docs/14/textsearch.html). Docspell
|
||||||
|
can utilize this to provide the fulltext search feature. This is
|
||||||
|
especially useful, if PostgreSQL is used as the primary database for
|
||||||
|
docspell.
|
||||||
|
|
||||||
|
You can choose to use the same database or separate connection. The
|
||||||
|
fulltext search will create a single table `ftspsql_search` that holds
|
||||||
|
all necessary data. When doing backups, you can exclude this table as
|
||||||
|
it can be recreated from the primary data any time.
|
||||||
|
|
||||||
|
The configuration is placed inside `full-text-search`:
|
||||||
|
|
||||||
|
```conf
|
||||||
|
full-text-search {
|
||||||
|
…
|
||||||
|
postgresql = {
|
||||||
|
use-default-connection = false
|
||||||
|
|
||||||
|
jdbc {
|
||||||
|
url = "jdbc:postgresql://server:5432/db"
|
||||||
|
user = "pguser"
|
||||||
|
password = ""
|
||||||
|
}
|
||||||
|
|
||||||
|
pg-config = {
|
||||||
|
}
|
||||||
|
pg-query-parser = "websearch_to_tsquery"
|
||||||
|
pg-rank-normalization = [ 4 ]
|
||||||
|
}
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
The flag `use-default-connection` can be set to `true` if you use
|
||||||
|
PostgreSQL as the primary db to have it also used for the fulltext
|
||||||
|
search. If set to `false`, the subsequent `jdbc` block defines the
|
||||||
|
connection to the postgres database to use.
|
||||||
|
|
||||||
|
It follows some settings to tune PostgreSQL's text search feature.
|
||||||
|
Please visit [their
|
||||||
|
documentation](https://www.postgresql.org/docs/14/textsearch.html) for
|
||||||
|
all the details.
|
||||||
|
|
||||||
|
- `pg-config`: this is an optional mapping from document languages as
|
||||||
|
used in Docspell to a PostgreSQL text search configuration. Not all
|
||||||
|
languages are equally well supported out of the box. You can create
|
||||||
|
your own text search config in PostgreSQL and then define it in this
|
||||||
|
map for your language. For example:
|
||||||
|
|
||||||
|
```conf
|
||||||
|
pg-config = {
|
||||||
|
english = "my-english"
|
||||||
|
german = "my-german"
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
By default, the predefined configs are used for some lanugages and
|
||||||
|
otherwise fallback to `simple`.
|
||||||
|
|
||||||
|
*If you change this setting, you must re-index everything.*
|
||||||
|
- `pg-query-parser`: the parser applied to the fulltext query. By
|
||||||
|
default it is `websearch_to_tsquery`. (relevant [doc
|
||||||
|
link](https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES))
|
||||||
|
- `pg-rank-normalization`: this is used to tweak rank calculation that
|
||||||
|
affects the order of the elements returned from a query. It is an
|
||||||
|
array of numbers out of `1`, `2`, `4`, `8`, `16` or `32`. (relevant
|
||||||
|
[doc
|
||||||
|
link](https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-RANKING))
|
||||||
|
|
||||||
|
|
||||||
|
# Re-create the index
|
||||||
|
|
||||||
|
There is an [admin route](@/docs/api/intro.md#admin) that allows to
|
||||||
|
re-create the entire index (for all collectives). This is possible via
|
||||||
|
a call:
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
$ curl -XPOST -H "Docspell-Admin-Secret: test123" http://localhost:7880/api/v1/admin/fts/reIndexAll
|
||||||
|
```
|
||||||
|
|
||||||
|
or use the [cli](@/docs/tools/cli.md):
|
||||||
|
|
||||||
|
```bash
|
||||||
|
dsc admin -a test123 recreate-index
|
||||||
|
```
|
||||||
|
|
||||||
|
Here the `test123` is the key defined with `admin-endpoint.secret`. If
|
||||||
|
it is empty (the default), this call is disabled (all admin routes).
|
||||||
|
Otherwise, the POST request will submit a system task that is executed
|
||||||
|
by a joex instance eventually.
|
||||||
|
|
||||||
|
Using this endpoint, the entire index (including the schema) will be
|
||||||
|
re-created.
|
192
website/site/content/docs/configure/main.md
Normal file
192
website/site/content/docs/configure/main.md
Normal file
@ -0,0 +1,192 @@
|
|||||||
|
+++
|
||||||
|
title = "Main"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 10
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
# Configuration
|
||||||
|
|
||||||
|
Docspell's executables (restserver and joex) can take one argument – a
|
||||||
|
configuration file. If that is not given, the defaults are used,
|
||||||
|
overriden by environment variables. A config file overrides default
|
||||||
|
values, so only values that differ from the defaults are necessary.
|
||||||
|
The complete default options and their documentation is at the end of
|
||||||
|
this page.
|
||||||
|
|
||||||
|
Besides the config file, another way is to provide individual settings
|
||||||
|
via key-value pairs to the executable by the `-D` option. For example
|
||||||
|
to override only `base-url` you could add the argument
|
||||||
|
`-Ddocspell.server.base-url=…` to the command. Multiple options are
|
||||||
|
possible. For more than few values this is very tedious, obviously, so
|
||||||
|
the recommended way is to maintain a config file. If these options
|
||||||
|
*and* a file is provded, then any setting given via the `-D…` option
|
||||||
|
overrides the same setting from the config file.
|
||||||
|
|
||||||
|
At last, it is possible to configure docspell via environment
|
||||||
|
variables if there is no config file supplied (if a config file *is*
|
||||||
|
supplied, it is always preferred). Note that this approach is limited,
|
||||||
|
as arrays are not supported. A list of environment variables can be
|
||||||
|
found at the [end of this page](#environment-variables). The
|
||||||
|
environment variable name follows the corresponding config key - where
|
||||||
|
dots are replaced by underscores and dashes are replaced by two
|
||||||
|
underscores. For example, the config key `docspell.server.app-name`
|
||||||
|
can be defined as env variable `DOCSPELL_SERVER_APP__NAME`.
|
||||||
|
|
||||||
|
It is also possible to specify environment variables inside a config
|
||||||
|
file (to get a mix of both) - please see the [documentation of the
|
||||||
|
config library](https://github.com/lightbend/config#standard-behavior)
|
||||||
|
for more on this.
|
||||||
|
|
||||||
|
# File Format
|
||||||
|
|
||||||
|
The format of the configuration files can be
|
||||||
|
[HOCON](https://github.com/lightbend/config/blob/master/HOCON.md#hocon-human-optimized-config-object-notation),
|
||||||
|
JSON or what this [config
|
||||||
|
library](https://github.com/lightbend/config) understands. The default
|
||||||
|
values below are in HOCON format, which is recommended, since it
|
||||||
|
allows comments and has some [advanced
|
||||||
|
features](https://github.com/lightbend/config#features-of-hocon).
|
||||||
|
Please also see their documentation for more details.
|
||||||
|
|
||||||
|
A short description (please check the links for better understanding):
|
||||||
|
The config consists of key-value pairs and can be written in a
|
||||||
|
JSON-like format (called HOCON). Keys are organized in trees, and a
|
||||||
|
key defines a full path into the tree. There are two ways:
|
||||||
|
|
||||||
|
```
|
||||||
|
a.b.c.d=15
|
||||||
|
```
|
||||||
|
|
||||||
|
or
|
||||||
|
|
||||||
|
```
|
||||||
|
a {
|
||||||
|
b {
|
||||||
|
c {
|
||||||
|
d = 15
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
Both are exactly the same and these forms are both used at the same
|
||||||
|
time. Usually the braces approach is used to group some more settings,
|
||||||
|
for better readability.
|
||||||
|
|
||||||
|
Strings that contain "not-so-common" characters should be enclosed in
|
||||||
|
quotes. It is possible to define values at the top of the file and
|
||||||
|
reuse them on different locations via the `${full.path.to.key}`
|
||||||
|
syntax. When using these variables, they *must not* be enclosed in
|
||||||
|
quotes.
|
||||||
|
|
||||||
|
|
||||||
|
# Config Options
|
||||||
|
|
||||||
|
The configuration of both components uses separate namespaces. The
|
||||||
|
configuration for the REST server is below `docspell.server`, while
|
||||||
|
the one for joex is below `docspell.joex`.
|
||||||
|
|
||||||
|
You can therefore use two separate config files or one single file
|
||||||
|
containing both namespaces.
|
||||||
|
|
||||||
|
## App-id
|
||||||
|
|
||||||
|
The `app-id` is the identifier of the corresponding instance. It *must
|
||||||
|
be unique* for all instances. By default the REST server uses `rest1`
|
||||||
|
and joex `joex1`. It is recommended to overwrite this setting to have
|
||||||
|
an explicit and stable identifier should multiple instances are
|
||||||
|
intended.
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
docspell.server.app-id = "rest1"
|
||||||
|
docspell.joex.app-id = "joex1"
|
||||||
|
```
|
||||||
|
|
||||||
|
## Other options
|
||||||
|
|
||||||
|
Please see the menu on the left for details about specific
|
||||||
|
configuration options.
|
||||||
|
|
||||||
|
# JVM Options
|
||||||
|
|
||||||
|
The start scripts support some options to configure the JVM. One often
|
||||||
|
used setting is the maximum heap size of the JVM. By default, java
|
||||||
|
determines it based on properties of the current machine. You can
|
||||||
|
specify it by given java startup options to the command:
|
||||||
|
|
||||||
|
```
|
||||||
|
$ ./docspell-restserver*/bin/docspell-restserver -J-Xmx1G -- /path/to/server-config.conf
|
||||||
|
```
|
||||||
|
|
||||||
|
This would limit the maximum heap to 1GB. The double slash separates
|
||||||
|
internal options and the arguments to the program. Another frequently
|
||||||
|
used option is to change the default temp directory. Usually it is
|
||||||
|
`/tmp`, but it may be desired to have a dedicated temp directory,
|
||||||
|
which can be configured:
|
||||||
|
|
||||||
|
```
|
||||||
|
$ ./docspell-restserver*/bin/docspell-restserver -J-Xmx1G -Djava.io.tmpdir=/path/to/othertemp -- /path/to/server-config.conf
|
||||||
|
```
|
||||||
|
|
||||||
|
The command:
|
||||||
|
|
||||||
|
```
|
||||||
|
$ ./docspell-restserver*/bin/docspell-restserver -h
|
||||||
|
```
|
||||||
|
|
||||||
|
gives an overview of supported options.
|
||||||
|
|
||||||
|
It is recommended to run joex with the G1GC enabled. If you use java8,
|
||||||
|
you need to add an option to use G1GC (`-XX:+UseG1GC`), for java11
|
||||||
|
this is not necessary (but doesn't hurt either). This could look like
|
||||||
|
this:
|
||||||
|
|
||||||
|
```
|
||||||
|
./docspell-joex-{{version()}}/bin/docspell-joex -J-Xmx1596M -J-XX:+UseG1GC -- /path/to/joex.conf
|
||||||
|
```
|
||||||
|
|
||||||
|
Using these options you can define how much memory the JVM process is
|
||||||
|
able to use. This might be necessary to adopt depending on the usage
|
||||||
|
scenario and configured text analysis features.
|
||||||
|
|
||||||
|
Please have a look at the corresponding
|
||||||
|
[section](@/docs/configure/file-processing.md#memory-usage).
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
# Logging
|
||||||
|
|
||||||
|
By default, docspell logs to stdout. This works well, when managed by
|
||||||
|
systemd or other inits. Logging can be configured in the configuration
|
||||||
|
file or via environment variables. There are only two settings:
|
||||||
|
|
||||||
|
- `minimum-level` specifies the log level to control the verbosity.
|
||||||
|
Levels are ordered from: *Trace*, *Debug*, *Info*, *Warn* and
|
||||||
|
*Error*
|
||||||
|
- `format` this defines how the logs are formatted. There are two
|
||||||
|
formats for humans: *Plain* and *Fancy*. And two more suited for
|
||||||
|
machine consumption: *Json* and *Logfmt*. The *Json* format contains
|
||||||
|
all details, while the others may omit some for readability
|
||||||
|
|
||||||
|
These settings are the same for joex and the restserver component.
|
||||||
|
|
||||||
|
# Default Config
|
||||||
|
## Rest Server
|
||||||
|
|
||||||
|
{{ incl_conf(path="templates/shortcodes/server.conf") }}
|
||||||
|
|
||||||
|
|
||||||
|
## Joex
|
||||||
|
|
||||||
|
|
||||||
|
{{ incl_conf(path="templates/shortcodes/joex.conf") }}
|
||||||
|
|
||||||
|
## Environment Variables
|
||||||
|
|
||||||
|
Environment variables can be used when there is no config file
|
||||||
|
supplied. The listing below shows all possible variables and their
|
||||||
|
default values.
|
||||||
|
|
||||||
|
{{ incl_conf(path="templates/shortcodes/config.env.txt") }}
|
44
website/site/content/docs/configure/registration.md
Normal file
44
website/site/content/docs/configure/registration.md
Normal file
@ -0,0 +1,44 @@
|
|||||||
|
+++
|
||||||
|
title = "Registration"
|
||||||
|
insert_anchor_links = "right"
|
||||||
|
description = "Describes the configuration file and shows all default settings."
|
||||||
|
weight = 80
|
||||||
|
template = "docs.html"
|
||||||
|
+++
|
||||||
|
|
||||||
|
# Registration Options
|
||||||
|
|
||||||
|
This defines if and how new users can create accounts. There are 3
|
||||||
|
options:
|
||||||
|
|
||||||
|
- *closed* no new user can sign up
|
||||||
|
- *open* new users can sign up
|
||||||
|
- *invite* new users can sign up but require an invitation key
|
||||||
|
|
||||||
|
This applies only to the REST sevrer component.
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
docspell.server.backend.signup {
|
||||||
|
mode = "open"
|
||||||
|
|
||||||
|
# If mode == 'invite', a password must be provided to generate
|
||||||
|
# invitation keys. It must not be empty.
|
||||||
|
new-invite-password = ""
|
||||||
|
|
||||||
|
# If mode == 'invite', this is the period an invitation token is
|
||||||
|
# considered valid.
|
||||||
|
invite-time = "3 days"
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
The mode `invite` is intended to open the application only to some
|
||||||
|
users. The admin can create these invitation keys and distribute them
|
||||||
|
to the desired people. For this, the `new-invite-password` must be
|
||||||
|
given. The idea is that only the person who installs docspell knows
|
||||||
|
this. If it is not set, then invitation won't work. New invitation
|
||||||
|
keys can be generated from within the web application or via REST
|
||||||
|
calls (using `curl`, for example).
|
||||||
|
|
||||||
|
``` bash
|
||||||
|
curl -X POST -d '{"password":"blabla"}' "http://localhost:7880/api/v1/open/signup/newinvite"
|
||||||
|
```
|
@ -14,7 +14,8 @@ template = "docs.html"
|
|||||||
- Handle multiple documents as one unit
|
- Handle multiple documents as one unit
|
||||||
- OCR using [tesseract](https://github.com/tesseract-ocr/tesseract)
|
- OCR using [tesseract](https://github.com/tesseract-ocr/tesseract)
|
||||||
- [Full-Text Search](@/docs/webapp/finding.md#full-text-search) based
|
- [Full-Text Search](@/docs/webapp/finding.md#full-text-search) based
|
||||||
on [Apache SOLR](https://solr.apache.org)
|
on [Apache SOLR](https://solr.apache.org) or [PostgreSQL's text
|
||||||
|
search](https://www.postgresql.org/docs/14/textsearch.html)
|
||||||
- Conversion to PDF: all files are converted into a PDF file. PDFs
|
- Conversion to PDF: all files are converted into a PDF file. PDFs
|
||||||
with only images (as often returned from scanners) are converted
|
with only images (as often returned from scanners) are converted
|
||||||
into searchable PDF/A pdfs.
|
into searchable PDF/A pdfs.
|
||||||
@ -36,7 +37,8 @@ template = "docs.html"
|
|||||||
[REST Api](@/docs/api/_index.md); allows to [generate
|
[REST Api](@/docs/api/_index.md); allows to [generate
|
||||||
clients](https://openapi-generator.tech/docs/generators) for many
|
clients](https://openapi-generator.tech/docs/generators) for many
|
||||||
languages
|
languages
|
||||||
- [OpenID Connect](@/docs/configure/_index.md#openid-connect-oauth2)
|
- [OpenID
|
||||||
|
Connect](@/docs/configure/authentication.md#openid-connect-oauth2)
|
||||||
support allows Docspell to integrate into your SSO setup, for
|
support allows Docspell to integrate into your SSO setup, for
|
||||||
example with keycloak.
|
example with keycloak.
|
||||||
- Two-Factor Authentication using [TOTP](@/docs/webapp/totp.md) built
|
- Two-Factor Authentication using [TOTP](@/docs/webapp/totp.md) built
|
||||||
|
@ -74,9 +74,10 @@ $ ./docspell-joex*/bin/docspell-joex
|
|||||||
```
|
```
|
||||||
|
|
||||||
This will startup both components using the default configuration.
|
This will startup both components using the default configuration.
|
||||||
Please refer to the [configuration page](@/docs/configure/_index.md)
|
Please refer to the [configuration
|
||||||
for how to create a custom config file. Once you have your config
|
page](@/docs/configure/main.md) for how to create a custom
|
||||||
file, simply pass it as argument to the command:
|
config file. Once you have your config file, simply pass it as
|
||||||
|
argument to the command:
|
||||||
|
|
||||||
```
|
```
|
||||||
$ ./docspell-restserver*/bin/docspell-restserver /path/to/server-config.conf
|
$ ./docspell-restserver*/bin/docspell-restserver /path/to/server-config.conf
|
||||||
@ -110,7 +111,7 @@ Fulltext search is powered by [SOLR](https://solr.apache.org). You
|
|||||||
need to install solr and create a core for docspell. Then cange the
|
need to install solr and create a core for docspell. Then cange the
|
||||||
solr url for both components (restserver and joex) accordingly. See
|
solr url for both components (restserver and joex) accordingly. See
|
||||||
the relevant section in the [config
|
the relevant section in the [config
|
||||||
page](@/docs/configure/_index.md#full-text-search).
|
page](@/docs/configure/fulltext-search.md).
|
||||||
|
|
||||||
|
|
||||||
### Watching a directory
|
### Watching a directory
|
||||||
|
@ -102,7 +102,7 @@ When using H2, make sure that all components access the same database
|
|||||||
– the jdbc url must point to the same file. Then, it is important to
|
– the jdbc url must point to the same file. Then, it is important to
|
||||||
add the options
|
add the options
|
||||||
`;MODE=PostgreSQL;DATABASE_TO_LOWER=TRUE;AUTO_SERVER=TRUE` at the end
|
`;MODE=PostgreSQL;DATABASE_TO_LOWER=TRUE;AUTO_SERVER=TRUE` at the end
|
||||||
of the url. See the [config page](@/docs/configure/_index.md#jdbc) for
|
of the url. See the [config page](@/docs/configure/database.md) for
|
||||||
an example.
|
an example.
|
||||||
|
|
||||||
For large installations, PostgreSQL or MariaDB is recommended. Create
|
For large installations, PostgreSQL or MariaDB is recommended. Create
|
||||||
|
@ -30,10 +30,10 @@ result in long processing times for OCR and text analysis. The board
|
|||||||
should provide 4G of RAM (like the current RPi4), especially if also a
|
should provide 4G of RAM (like the current RPi4), especially if also a
|
||||||
database and solr are running next to it. The memory required by joex
|
database and solr are running next to it. The memory required by joex
|
||||||
depends on the config and document language. Please pick a value that
|
depends on the config and document language. Please pick a value that
|
||||||
suits your setup from [here](@/docs/configure/_index.md#memory-usage).
|
suits your setup from
|
||||||
For boards like the RPi, it might be necessary to use
|
[here](@/docs/configure/file-processing.md#memory-usage). For boards
|
||||||
`nlp.mode=basic`, rather than `nlp.mode=full`. You should also set the
|
like the RPi, it might be necessary to use `nlp.mode=basic`, rather
|
||||||
joex pool size to 1.
|
than `nlp.mode=full`. You should also set the joex pool size to 1.
|
||||||
|
|
||||||
An example: on this [UP
|
An example: on this [UP
|
||||||
board](https://up-board.org/up/specifications/) with an Intel Atom
|
board](https://up-board.org/up/specifications/) with an Intel Atom
|
||||||
|
@ -80,7 +80,7 @@ line are required. As you see for `wkhtmltopdf` the page size is fixed
|
|||||||
to DIN A4. Other commands are configured like this as well.
|
to DIN A4. Other commands are configured like this as well.
|
||||||
|
|
||||||
For the default values, please see the [configuration
|
For the default values, please see the [configuration
|
||||||
page](@/docs/configure/_index.md#joex).
|
page](@/docs/configure/main.md#joex).
|
||||||
|
|
||||||
## Duplicate Check
|
## Duplicate Check
|
||||||
|
|
||||||
|
@ -23,7 +23,7 @@ For larger installations, it is probably better to run several joex
|
|||||||
components on different machines. That works out of the box, as long
|
components on different machines. That works out of the box, as long
|
||||||
as all components point to the same database and use different
|
as all components point to the same database and use different
|
||||||
`app-id`s (see [configuring
|
`app-id`s (see [configuring
|
||||||
docspell](@/docs/configure/_index.md#app-id)).
|
docspell](@/docs/configure/main.md#app-id)).
|
||||||
|
|
||||||
When files are submitted to docspell, they are stored in the database
|
When files are submitted to docspell, they are stored in the database
|
||||||
and all known joex components are notified about new work. Then they
|
and all known joex components are notified about new work. Then they
|
||||||
|
@ -323,8 +323,8 @@ full detail.
|
|||||||
These are a set of commands that simply call a route at the server to
|
These are a set of commands that simply call a route at the server to
|
||||||
submit a maintenance task or to reset the password of some user. These
|
submit a maintenance task or to reset the password of some user. These
|
||||||
commands require the [admin
|
commands require the [admin
|
||||||
secret](@/docs/configure/_index.md#admin-endpoint) either in the
|
secret](@/docs/configure/admin-endpoint.md) either in the config file
|
||||||
config file or as an argument.
|
or as an argument.
|
||||||
|
|
||||||
### Reset user password
|
### Reset user password
|
||||||
|
|
||||||
|
@ -19,15 +19,15 @@ _UI Settings_. Among other things, there is a _Item Cards_ section:
|
|||||||
This defines how many of the item notes to display in the card. You
|
This defines how many of the item notes to display in the card. You
|
||||||
can set it to `0` to not show any notes at all. This is only a "soft
|
can set it to `0` to not show any notes at all. This is only a "soft
|
||||||
limit", there is also a "hard limit" in [docspell's
|
limit", there is also a "hard limit" in [docspell's
|
||||||
configuration](@/docs/configure/_index.md#rest-server) (see `max-note-length`),
|
configuration](@/docs/configure/main.md#rest-server) (see
|
||||||
that is an upper limit to this value.
|
`max-note-length`), that is an upper limit to this value.
|
||||||
|
|
||||||
### Size of item preview
|
### Size of item preview
|
||||||
|
|
||||||
The item preview is an image of the first page of the first
|
The item preview is an image of the first page of the first
|
||||||
attachment. You can change the order of attachments in the item detail
|
attachment. You can change the order of attachments in the item detail
|
||||||
view. This image has a predefined size, which is specified [docspell's
|
view. This image has a predefined size, which is specified [docspell's
|
||||||
configuration](@/docs/configure/_index.md#joex) (see
|
configuration](@/docs/configure/main.md#joex) (see
|
||||||
`extraction.preview.dpi`). The size for displaying it, can be
|
`extraction.preview.dpi`). The size for displaying it, can be
|
||||||
specified via this setting. A _small_ preview uses about 80px width, a
|
specified via this setting. A _small_ preview uses about 80px width, a
|
||||||
_medium_ one 160px and _large_ means to use the available space in the
|
_medium_ one 160px and _large_ means to use the available space in the
|
||||||
|
@ -191,9 +191,9 @@ file to look for duplicates, too.
|
|||||||
|
|
||||||
Docspell will go through all folders and download mails in “batches”.
|
Docspell will go through all folders and download mails in “batches”.
|
||||||
This size can be set by the admin in the [configuration
|
This size can be set by the admin in the [configuration
|
||||||
file](@/docs/configure/_index.md#joex) and applies to all these tasks
|
file](@/docs/configure/main.md#joex) and applies to all these
|
||||||
(same for all users). This batch only contains the mail headers and
|
tasks (same for all users). This batch only contains the mail headers
|
||||||
not the complete mail.
|
and not the complete mail.
|
||||||
|
|
||||||
Then each mail is downloaded completely one by one and converted into
|
Then each mail is downloaded completely one by one and converted into
|
||||||
an [eml](https://en.wikipedia.org/wiki/Email#Filename_extensions) file
|
an [eml](https://en.wikipedia.org/wiki/Email#Filename_extensions) file
|
||||||
|
@ -11,7 +11,8 @@ Docspell has built-in support for two-factor (2FA) authentication
|
|||||||
using
|
using
|
||||||
[TOTP](https://en.wikipedia.org/wiki/Time-based_One-Time_Password)s.
|
[TOTP](https://en.wikipedia.org/wiki/Time-based_One-Time_Password)s.
|
||||||
For anything more, consider a dedicated account management tool and
|
For anything more, consider a dedicated account management tool and
|
||||||
[OpenID Connect](@/docs/configure/_index.md#openid-connect-oauth2).
|
[OpenID
|
||||||
|
Connect](@/docs/configure/authentication.md#openid-connect-oauth2).
|
||||||
|
|
||||||
## Setup
|
## Setup
|
||||||
|
|
||||||
@ -65,7 +66,7 @@ client](@/docs/tools/cli.md) to execute an admin command that removes
|
|||||||
2FA for a given user.
|
2FA for a given user.
|
||||||
|
|
||||||
For this to work, you need to [enable the admin
|
For this to work, you need to [enable the admin
|
||||||
endpoint](@/docs/configure/_index.md#admin-endpoint). Then execute the
|
endpoint](@/docs/configure/admin-endpoint.md). Then execute the
|
||||||
`disable-2fa` admin command and specify the complete account.
|
`disable-2fa` admin command and specify the complete account.
|
||||||
|
|
||||||
```
|
```
|
||||||
|
Reference in New Issue
Block a user