seeddms-code/doc/README.Install.md

SeedDMS Installation Instructions

REQUIREMENTS

SeedDMS is a web-based application written in PHP. It uses MySQL, sqlite3 or postgresql to manage the documents that were uploaded into the application. Be aware that postgresql is not very well tested.

Make sure you have PHP 7.x and MySQL 5 or higher installed. SeedDMS will work with PHP running in CGI-mode as well as running as a module under apache.

Here is a detailed list of requirements:

1. A web server with at least php 7.0
2. A mysql database, unless you use sqlite
3. The php installation must have support for pdo_mysql or pdo_sqlite, php_gd2, php_mbstring
4. Various command line programms to convert files into text for indexing pdftotext, catdoc, xls2csv or scconvert, cat, id3 (optional, only needed for fulltext search)
5. ImageMagic (the convert program) is needed for creating preview images
6. The Zend Framework (version 1) (optional, only needed for fulltext search)
7. The pear Log and Mail package
8. The pear HTTP_WebDAV_Server package (optional, only need for webdav)
9. SLIM RestApi
10. FeedWriter from https://github.com/mibe/FeedWriter

It is highly recommended to use the quickstart archive (seeddms-quickstart-x.y.z.tar.gz) because it includes all software packages for running SeedDMS, though you still need a working web server with PHP and a mysql database unless you intend to use sqlite.

QUICKSTART

The fastes way to get SeedDMS running is by unpacking the archive seeddms-quickstart-x.y.z.tar.gz on your webserver. Let's assume you use seeddms-quickstart-5.1.10.tar.gz. It will create a new directory seeddms51x containing everything you need to run SeedDMS with sqlite3. Either let the document root of your web server point to the directory www below seeddms51x or add an alias. For apache this could be like

Alias /seeddms51x //seeddms51x/www

Do not set the DocumentRoot to the seeddms51x directory, because this will allow anybody to access your data and conf directory. This is a major security risk.

Make sure that the subdіrectory seeddms51x/data and the configuration file seeddms51/conf/settings.xml is writeable by your web server. All other directories must just be readable by your web server.

In the next step you need to adjust the configuration file in seeddms51x/conf/settings.xml. Open the file in your favorite text editor and search for /home/wwww-data. Replace that part in any path found with your base directory where you placed seeddms51x (e.g. /var/www/html/seeddms51x). Alternatively, you can open the installer with a browser at http://your-domain/install (if the document root points to seeddms51x/www) or http://your-domain/seeddms51x/install/ (if you have set an alias like described above).

It will first ask to unlock the installer by creating a file ENABLE_INSTALL_TOOL in the diretory seeddms51x/conf/. Change all paths by replacing /home/wwww-data with your base directory where you put seeddms51x. Set httpRoot to '/' (if the document root points toseeddms51x/www) or '/seeddms51x' (if you have set an alias like described above).

Once your configuration is done, save it, remove the file ENABLE_INSTALL_TOOL and point your browser to http://your-domain/ or http://your-domain/seeddms51x.

SECURITY CONSIDERATIONS

A crucial point when setting up SeedDMS is the propper placement of the data directory. Do not place it below your document root as configured in your web server! If you do so, there is good change that attackers can easily access your documents with a regular browser. If you can't place the data directory outside of document root, that either restrict access to it with an appropriate .htaccess file or/and change the contentOffsetDir in settings.xml to something random, but ensure it is still a valid directory name. If you change contentOffsetDir then do not forget to move data/1048576 to data/<your random name>.

Example for .htaccess file in data directory

# line below if for Apache 2.4
<ifModule mod_authz_core.c>
Require all denied
</ifModule>

# line below if for Apache 2.2
<ifModule !mod_authz_core.c>
deny from all
Satisfy All
</ifModule>

# section for Apache 2.2 and 2.4
<ifModule mod_autoindex.c>
IndexIgnore *
</ifModule>

UPDATING FROM A PREVIOUS VERSION OR SEEDDMS

As SeedDMS is a smooth continuation of LetoDMS there is no difference in updating from LetoDMS or SeedDMS

You have basically two choices to update SeedDMS

• you install a fresh version of SeedDMS and copy over your data and configuration
• you replace the software in your current installation with a new version

The first option is less interuptive but requires to be able to set up a second temporary SeedDMS installation.

In both cases make sure to have a backup of your data directory, configuration and database.

Fresh installation and take over of data

• just do a fresh installation somewhere on your web server and make sure it works. It is fine to use sqlite for it, even if your final installation uses mysql.
• replace the data directory in your new installation with the data directory from your current installation. Depending on the size of that directory you may either copy, move or place a symbolic link. The content of the data directory will not be changed unless you modify your documents. Its perfectly save to browse through your documents and download them.
• copy over the configuration settings.xml into your new installation
• if you use mysql you could as well make a copy of the database to make sure your current database remains unchanged. As long as you do not do any modification, you could even use your current database.
• modify the settings.xml to fit the fresh install. This will mostly be the httpRoot, the paths to the installation directory and possibly the database connection.
• create a file ENABLE_INSTALL_TOOL in the conf directory and point your browser at http://hostname/seeddms/install The install tool will detect the version of your current SeedDMS installation and run the required database updates. If you update just within the last version number (e.g. from 5.1.6 to 5.1.9), this step will not be required because such a subminor version update will never contain database updates.
• test your new installation.

Updating your current installation

• make a backup of your data folder and the configuration file settings.xml
• in case you use mysql then dump your current database
• get the SeedDMS archive seeddms-x.y.z.tar.gz and all pear packages SeedDMS_Core, SeedDMS_Lucene, SeedDMS_Preview and extract them over your current instalation. As they do not contain a data directory nor a settings.xml file, you will not overwrite your existing data and configuration.
• you may compare your conf/settings.xml file with the shipped version conf/settings.xml.template for new parameters. If you don't do it, the next time you save the configuration the default values will be used.
• create a file ENABLE_INSTALL_TOOL in the conf directory and point your browser at http://hostname/seeddms/install The install tool will detect the version of your current SeedDMS installation and run the required database updates. If you update just within the last version number (e.g. from 5.1.6 to 5.1.9), this step will not be required because such a subminor version update will never contain database updates.

THE LONG STORY

If you intend to run a single instance of SeedDMS, you are most likely better off by using the quickstart archive as described above. This section is mostly for users who wants to know more about the internals of SeedDMS or do packaging for a software distribution, which already ships some of the additional software SeedDMS requires.

SeedDMS has changed its installation process with version 3.0.0. This gives you many more options in how to install SeedDMS. First of all, SeedDMS was split into a core package (SeedDMS_Core-<version>.tar.gz) and the web application itself (seeddms-<version>.tar.gz). The core is a pear package which could be installed as one. It is responsible for all the database operations. The web application contains the ui not knowing anything about the database layout. Second, one SeedDMS installation can be used for various customer instances by sharing a common source. Starting with version 3.2.0 a full text search engine has been added. This requires the zend framework and another pear package SeedDMS_Lucene-<version>.tar.gz which can be downloaded from the SeedDMS web page. Version 4.0.0 show preview images of documents which requires SeedDMS_Preview-<version>.tar.gz. Finally, SeedDMS has got a web based installation, which takes care of most of the installation process.

Before you proceed you have to decide how to install SeedDMS:

1. with multiple instances
2. as a single instance

Both have its pros and cons, but

1. setting up a single instance is easier if you have no shell access to the web server
2. the installation script is only tested for single instances

Installation for multiple instances shares the same source by many instances but requires to create links which is not in any case possible on your web server.

0. Some preparation

---

A common source of problems in the past have been the additional software packages needed by SeedDMS. Those are the PEAR packages Log, Mail and HTTP_WebDAV_Server as well as the Zend_Framework. If you have full access to the server running a Linux distribution it is recommended to install those with your package manager if they are provided by your Linux distribution. If you cannot install it this way then choose a directory (preferable not below your web document root), unpack the software into it and extend the php include path with your newly created directory. Extending the php include can be either done by modifying php.ini or adding a line like

php_value include_path '/home/mypath:.:/usr/share/php'

to your apache configuration or setting the extraPath configuration variable of SeedDMS.

For historical reasons the path to the SeedDMS_Core and SeedDMS_Lucene package can still be set in the configuration, which is not recommend anymore. Just leave those parameters empty.

On Linux/Unix your web server should be run with the environment variable LANG set to your system default. If LANG=C, then the original filename of an uploaded document will not be preserved if the filename contains non ascii characters.

Turn off magic_quotes_gpc in your php.ini, if you are using a php version below 5.4.

1. Using the installation tool

---

Unpack seeddms-.tar.gz below the document root of your web server. Install SeedDMS_Preview-<version>.tar.gz and SeedDMS_Core-<version>.tar.gz either as a regular pear package or set up a file system structure like pear did somewhere on you server. For the full text search engine support, you will also need to install SeedDMS_Lucene-<version>.tar.gz.

For the following instructions we will assume a structure like above and seeddms- being accessible through http://localhost/seeddms/

• Point you web browser towards http://hostname/seeddms/install/

• Follow the instructions on the page and create a file ENABLE_INSTALL_TOOL in the conf directory.

• Create a data directory with the thre sub directories staging, cache and lucene. Make sure the data directory is either not below your document root or is protected with a .htaccess file against web access. The data directory needs to be writable by the web server.

• Clicking on 'Start installation' will show a form with all necessary settings for a basic installation.

• After saving your settings succesfully you are ready to log in as admin and continue customizing your installation with the 'Admin Tools'

2. Detailed installation instructions (single instance)

---

You need a working web server with MySQL/PHP5 support and the files SeedDMS-<version>.tar.gz, SeedDMS_Preview-<version>.tar.gz and SeedDMS_Core-<version>.tgz. For the full text search engine support, you will also need to unpack SeedDMS_Lucene-<version>.tgz.

• Unpack all the files in a public web server folder. If you're working on a host machine your provider will tell you where to upload the files. If possible, do not unpack the pear packages SeedDMS_Core-<version>.tgz, SeedDMS_Preview-<version>.tgz and SeedDMS_Lucene-<version>.tgz below the document root of your web server. Choose a temporary folder, as the files will be moved in a second.

  Create a directory e.g. pear in the same directory where you unpacked seeddms and create a sub directory SeedDMS. Move the content except for the tests directory of all SeedDMS pear packages into that directory. Please note that pear/SeedDMS may not (and for security reasons should not) be below your document root.

  You will end up with a directory structure like the following

  seeddms- pear SeedDMS Core.php Core Lucene.php Lucene Preview Preview.php

  Since they are pear packages they can also be installed with

  pear install SeedDMS_Core-.tgz pear install SeedDMS_Lucene-.tgz pear install SeedDMS_Preview-.tgz

• The PEAR packages Log and Mail are also needed. They can be downloaded from http://pear.php.net/package/Log and http://pear.php.net/package/Mail. Either install it as a pear package or place it under your new directory 'pear'

  pear Log Log.php Mail Mail.php

• The package HTTP_WebDAV_Server is also needed. It can be downloaded from http://pear.php.net/package/HTTP_WebDAV_Server. Either install it as a pear package or place it under your new directory 'pear'

  pear HTTP WebDAV Server Server.php

  If you run PHP in CGI mode, you also need to place a .htaccess file in the webdav directory with the following content.

  RewriteEngine on RewriteRule .* - [env=HTTP_AUTHORIZATION:%{HTTP:Authorization},last]

• Create a data folder somewhere on your web server including the subdirectories staging, cache and lucene and make sure they are writable by your web server, but not accessible through the web.

For security reason the data folder should not be inside the public folders or should be protected by a .htaccess file. The folder containing the configuration (settings.xml) must be protected by an .htaccess file like the following.

> <Files ~ "^settings\.xml">
> Order allow,deny
> Deny from all
> </Files>

If you install SeedDMS for the first time continue with the database setup.

• Create a new database on your web server e.g. for mysql: create database seeddms;
• Create a new user for the database with all permissions on the new database e.g. for mysql: grant all privileges on seeddms.* to seeddms@localhost identified by 'secret'; (replace 'secret' with you own password)
• Optionally import create_tables-innodb.sql in the new database e.g. for mysql:

  cat create_tables-innodb.sql | mysql -useeddms -p seeddms This step can also be done by the install tool.

• create a file ENABLE_INSTALL_TOOL in the conf directory and point your browser at http://hostname/seeddms/install

3. Email Notification

---

A notification system allows users to receive an email when a document or folder is changed. This is an event-based mechanism that notifies the user as soon as the change has been made and replaces the cron mechanism originally developed. Any user that has read access to a document or folder can subscribe to be notified of changes. Users that have been assigned as reviewers or approvers for a document are automatically added to the notification system for that document.

A new page has been created for users to assist with the management of their notification subscriptions. This can be found in the "My Account" section under "Notification List".

4. Nearly finished

---

Now point your browser to http://hostname/seeddms/index.php and login with "admin" both as username and password. After having logged in you should first choose "My Account" and change the Administrator's password and email-address.

CONFIGURING MULTIPLE INSTANCES

Since version 3.0.0, SeedDMS can be set up to run several parallel instances sharing the same source but each instance has its own configuration. This is quite useful if you intend to host SeedDMS for several customers. This approach still allows to have diffenrent version of SeedDMS installed and will not force you to upgrade a customer instance, because other instances are upgraded. A customer instance consists of

1. a directory containing mostly links to the SeedDMS source and a configuration file

2. a directory containing the document content files

3. a database

4. Unpack the SeedDMS distribution

---

Actually there is no need to set up the database at this point but it won't hurt since you'll need one in the next step anyway. The sources of SeedDMS can be anywhere you like. The do not have to be in you www-root. If you just have access to your www-root directory, then put them there.

2. Setup the instance

---

Unpack the files as described in the quick installation.

Create a directory in your www-root or use www-root for your instance. In the second case, you will not be able to create a second instance, because each instance needs its own directory.

Go into that directory create the following links ( is the directory of your initial SeedDMS intallation).

src -> inc -> src/inc op -> src/op out -> src/out js -> src/js views -> src/views languages -> src/languages styles -> src/styles themes -> src/themes install -> src/install index.php -> src/index.php

ln -s ../seeddms- src ln -s src/inc inc ln -s src/op op ln -s src/out out ln -s src/js js ln -s src/views views ln -s src/languages languages ln -s src/styles styles ln -s src/themes themes ln -s src/install install ln -s src/index.php index.php

Create a new directory named conf and run the installation tool.

Creating the links as above has the advantage that you can easily switch to a new version and go back if it is necessary. You could even run various instances of SeedDMS using different versions.

3. Create a database and data store for each instance

---

Create a database and data store for each instance and adjust the database settings in conf/settings.xml or run the installation tool.

Point your web browser towards the index.php file in your new instance.

NOTE FOR VERSION 4.0.0

Since version 4.0.0 of SeedDMS installation has been simplified. ADOdb is no longer needed because the database access is done by PDO.

IMPORTANT NOTE ABOUT TRANSLATIONS

As you can see SeedDMS provides a lot of languages but we are not professional translators and therefore rely on user contributions.

If your language is not present in the login panel:

• copy the language/English/ folder and rename it appropriately for your language
• open the file languages/your_lang/lang.inc and translate it
• open the help file languages/your_lang/help.htm and translate it too

If you see some wrong or not translated messages:

• open the file languages/your_lang/lang.inc
• search the wrong messages and translate them

if you have some "error getting text":

• search the string in the english file languages/english/lang.inc
• copy to your language file languages/your_lang/lang.inc
• translate it

If there is no help in your language:

• Copy the English help english/help.htm file to your language folder
• translate it

If you apply any changes to the language files please send them to the SeedDMS developers info@seeddms.org.

http://www.iana.org/assignments/language-subtag-registry has a list of all language and country codes.

LICENSING

SeedDMS is licensed unter GPLv2

Jumploader is licensed as stated by the author on th web site http://jumploader.com/

-- Taken from web site of jumploader --- You may use this software for free, however, you should not:

• Decompile binaries.
• Alter or replace class and/or resource files.
• Redistribute this software under different name or authority.

If you would like a customized version, I can do this for a fee. Don't hesitate to contact me with questions or comments.

Uwe Steinmann info@seeddms.org