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README.md

Redmine DMSF Plugin

The current version of Redmine DMSF is 1.5.7 Build Status

Redmine DMSF is Document Management System Features plugin for Redmine issue tracking system; It is aimed to replace current Redmine's Documents module.

Redmine DMSF now comes bundled with Webdav functionality: if switched on within plugin settings this will be accessible from /dmsf/webdav.

Webdav functionality is provided through DAV4Rack gem.

Initial development was for Kontron AG R&D department and it is released as open source thanks to their generosity.
Project home: http://code.google.com/p/redmine-dmsf/

Redmine Document Management System "Features" plugin is distributed under GNU General Public License v2 (GPL).
Redmine is a flexible project management web application, released under the terms of the GNU General Public License v2 (GPL) at http://www.redmine.org/

Further information about the GPL license can be found at http://www.gnu.org/licenses/old-licenses/gpl-2.0.html#SEC1

Features

  • Directory structure
  • Document versioning / revision history
  • Email notifications for directories and/or documents
  • Document locking
  • Multi (drag/drop depending on browser) upload/download
  • Multi download via zip
  • Direct document or document link sending via email
  • Configurable document approval workflow
  • Document access auditing
  • Integration with Redmine's activity feed
  • Wiki macros for quick content linking
  • Full read/write webdav functionality
  • Optional document content full-text search
  • Documents and folders symbolic links
  • Document tagging
  • Trash bin
  • Compatible with Redmine 3.3.x

Dependencies

  • Redmine 3.3.0 or higher

Full-text search (optional)

If you want to use fulltext search abilities:

  • Xapian (http://www.xapian.org) search engine
  • Xapian Omega indexing tool
  • Xapian ruby bindings - xapian or xapian-full gem

To index some files with omega you may have to install some other packages like xpdf, antiword, ...

From Omega documentation:

* PDF (.pdf) if pdftotext is available (comes with xpdf)  
* PostScript (.ps, .eps, .ai) if ps2pdf (from ghostscript) and pdftotext (comes with xpdf) are available  
* OpenOffice/StarOffice documents (.sxc, .stc, .sxd, .std, .sxi, .sti, .sxm, .sxw, .sxg, .stw) if unzip is available.
* OpenDocument format documents (.odt, .ods, .odp, .odg, .odc, .odf, .odb, .odi, .odm, .ott, .ots, .otp, .otg, .otc, .otf, .oti, .oth) if unzip is available  
* MS Word documents (.doc, .dot) if antiword is available  
* MS Excel documents (.xls, .xlb, .xlt) if xls2csv is available (comes with catdoc)  
* MS Powerpoint documents (.ppt, .pps) if catppt is available (comes with catdoc)  
* MS Office 2007 documents (.docx, .dotx, .xlsx, .xlst, .pptx, .potx, .ppsx) if unzip is available  
* Wordperfect documents (.wpd) if wpd2text is available (comes with libwpd)  
* MS Works documents (.wps, .wpt) if wps2text is available (comes with libwps)  
* AbiWord documents (.abw)  
* Compressed AbiWord documents (.zabw) if gzip is available  
* Rich Text Format documents (.rtf) if unrtf is available  
* Perl POD documentation (.pl, .pm, .pod) if pod2text is available  
* TeX DVI files (.dvi) if catdvi is available  
* DjVu files (.djv, .djvu) if djvutxt is available  
* XPS files (.xps) if unzip is available

On Debian use:

 antiword unzip catdoc libwpd-tools libwps-tools gzip unrtf catdvi \
 djview djview3 uuid uuid-dev xz-utils```

On Ubuntu use:

```sudo apt-get install xapian-omega libxapian-dev xpdf poppler-utils antiword \
 unzip catdoc libwpd-tools libwps-tools gzip unrtf catdvi djview djview3 \
 uuid uuid-dev xz-utils```

On CentOS user:
```sudo yum install xapian-omega libxapian-dev xpdf poppler-utils antiword \
 unzip catdoc libwpd-tools libwps-tools gzip unrtf catdvi djview djview3 \
 uuid uuid-dev xz```

Usage
-----

DMSF is designed to act as project module, so it must be checked as an enabled module within the project settings.

Search will now automatically search DMSF content when a Redmine search is performed, additionally a "Documents" and "Folders" check box will be visible, allowing you to search DMSF content exclusively.

###Linking DMSF files from Wiki entries:

####Link to a document with id 17:
`{{dmsf(17)}}`

####Link to a document with id 17 with link text "File"
`{{dmsf(17, File)}}`

####Link to the description of a document with id 17
`{{dmsfd(17)}}`

####Link to the preview of 5 lines from a document with id 17
`{{dmsft(17, 5)}}`

####An inline picture of the file with id 8; it must be an image file such as JPEG, PNG,...
`{{dmsf_image(8)}}`

####An inline picture with custom size
`{{dmsf_image(8, size=300)}}`

####An inline picture with custom size
`{{dmsf_image(8, size=50%)}}`

####An inline picture with custom height
`{{dmsf_image(8, height=300)}}`

####An inline picture with custom width
`{{dmsf_image(8, width=300)}}`

####An inline picture with custom size
`{{dmsf_image(8, size=640x480)}}`

####A thumbnail with height of 200px
`{{dmsftn(8)}}`

####A thumbnail with custom size
`{{dmsftn(8, size=300)}}`

####Approval workflow status of a document with id 8
`{{dmsfw(8)}}`


The DMSF document/revision id can be found in document details.

###Linking DMSF folders from Wiki entries:

####Link to a folder with id 5:
`{{dmsff(5)}}`

####Link to a folder with id 5 with link text "Folder"
`{{dmsff(5, Folder)}}`

The DMSF folder id can be found in the link when opening folders within Redmine.

You can also publish Wiki help description: 

In the file <redmine_root>/public/help/<language>/wiki_syntax_detailed.html, after the document link description/definition:

    <ul>
      <li>
        DMSF:
        <ul>
          <li><strong>{{dmsf(17)}}</strong> (a link to the file with id 17)</li>
          <li><strong>{{dmsf(17, File)}}</strong> (a link to the file with id 17 with the link text "File")</li>
          <li><strong>{{dmsf(17, File, 10)}}</strong> (a link to the file with id 17 with the link text "File" and the link pointing to the revision 10)</li>
          <li><strong>{{dmsfd(17)}}</strong> (a link to the description of the file with id 17)</li>
          <li><strong>{{dmsff(5)}}</strong> (a link to the folder with id 5)</li>
          <li><strong>{{dmsff(5, Folder)}}</strong> (a link to the folder with id 5 with the link text "Folder")</li>
          <li><strong>{{dmsf_image(8)}}</strong> (an inline picture of the file with id 8; it must be an image file such as JPEG, PNG,...)</li>
          <li><strong>{{dmsf_image(8, size=300)}}</strong> (an inline picture with custom size)</li>
          <li><strong>{{dmsf_image(8, size=640x480)}}</strong> (an inline picture with custom size)</li>                    
          <li><strong>{{dmsf_image(8, size=50%)}}</strong> (an inline picture with custom size)</li>          
          <li><strong>{{dmsf_image(8, height=300)}}</strong> (an inline picture with custom size)</li>
          <li><strong>{{dmsf_image(8, width=300)}}</strong> (an inline picture with custom size)</li>
          <li><strong>{{dmsftn(8)}}</strong> (a thumbnail with height of 200px)</li>
          <li><strong>{{dmsftn(8, size=300)}}</strong> (a thumbnail with custom size)</li>
          <li><strong>{{dmsfw(8)}}</strong> (approval workflow status of a document with id 8)</li>
        </ul>
        The DMSF file/revision id can be found in the link for file/revision download from within Redmine.<br />
        The DMSF folder id can be found in the link when opening folders within Redmine.
      </li>
    </ul>

In the file <redmine_root>/public/help/<language>/wiki_syntax.html, at the end of the Redmine links section:

    <tr><th></th><td>{{dmsf(83)}}</td><td>Document <a href="#">#83</a></td></tr>    

There's a patch that helps you to modify all help files at once. In your Redmine folder:

`cd redmine`

`patch -p0 < plugins/redmine_dmsf/extra/help_files_dmsf.diff`


Setup / Upgrade
---------------

Before installing ensure that the Redmine instance is stopped.

1. In case of upgrade BACKUP YOUR DATABASE first
2. Put redmine_dmsf plugin directory into plugins.
3. Install dependencies: `bundle install`.
3.1 To install dependencies without Xapian (full-text searching): `bundle install --without xapian`. This option might be useful especially in Windows.
4. Initialize/Update database: `bundle exec rake redmine:plugins:migrate RAILS_ENV="production"`.
5. The access rights must be set for web server, example: `chown -R www-data:www-data plugins/redmine_dmsf`.
6. Restart the web server.
7. You should configure the plugin via Redmine interface: Administration -> Plugins -> DMSF -> Configure.
8. Assign DMSF permissions to appropriate roles.
9. There are two rake tasks:

    a) To convert documents from the standard Redmine document module

        Available options:

            * project  => id or identifier of project (defaults to all projects)
            * dry  => true or false (default false) to perform just check without any conversion
            * invalid=replace  => to perform document title invalid characters replacement for '-'

        Example:
            
            rake redmine:dmsf_convert_documents project=test RAILS_ENV="production"

            (If you don't run the rake task as the web server user, don't forget to change the ownership of the imported files, e.g.
              chown -R www-data:www-data /redmine/files/dmsf
            afterwards)

    b) To alert all users who are expected to do an approval in the current approval steps

        Example:
            
            rake redmine:dmsf_alert_approvals RAILS_ENV="production"            

### Fulltext search (optional)
If you want to use full-text search features, you must setup file content indexing.

It is necessary to index DMSF files with omega before searching attempts to receive some output:

  1. Change the configuration part of redmine_dmsf/extra/xapian_indexer.rb file according to your environment.
  2. Run `ruby redmine_dmsf/extra/xapian_indexer.rb -f`

This command must be run on regular basis (e.g. from cron)

Example of cron job (once per hour at 8th minute):
    
    8 * * * * root /usr/bin/ruby redmine_dmsf/extra/xapian_indexer.rb -f

See redmine_dmsf/extra/xapian_indexer.rb for help.

Uninstalling DMSF
-----------------
Before uninstalling the DMSF plugin, please ensure that the Redmine instance is stopped.

1. `cd [redmine-install-dir]`
2. `rake redmine:plugins:migrate NAME=redmine_dmsf VERSION=0 RAILS_ENV=production`
3. `rm plugins/redmine_dmsf -Rf`

After these steps re-start your instance of Redmine.

Contributing
------------

If you've added something, why not share it. Fork the repository (github.com/danmunn/redmine_dmsf), 
make the changes and send a pull request to the maintainers.

Changes with tests, and full documentation are preferred.

Additional Documentation
------------------------

[CHANGELOG.md](CHANGELOG.md) - Project changelog
[dmsf_user_guide.odt](dmsf_user_guide.odt) - User's guide