How to set up and use ERP5 Document Management System

ERP5 DMS comes in a business template erp5_dms. It is a very useful system for storing, versioning, categorising and searching documents. It is mostly meant for storing Office-types documents - is capable of converting MSOffice docs into ODF, pdf, html and other formats.

To be functional, it requires the following things:

Regular expressions

Regular expressions are set in preferences, and are used to find document references in text and to parse file names - e.g. if you name your files like:

ABCD-en-003.doc

where "ABCD" is a document reference, or identifier (3-6 uppercase letters), "en" is a two chars language code and "003" is a three digits version code, then you should set your filename parsing regular expression to

(?P<reference>[A-Z]{3,6})-(?P<language>[a-z]{2})-(?P<version>[0-9]{3})

and reference lookup regular expression to

(?P<reference>[A-Z]{3,6})(-(?P<language>[a-z]{2}))?(-(?P<version>[0-9]{3}))?

and

oood server

You have to launch oood (available in Nexedi rpm repository and in svn - see HowToUseOood), and give its coordinates (IP and port number) in preferences.

Contribution tool

It's located in site root as portal_contributions (Contribution Tool) and installed upon site creation.