Slink/dms/readme/CONFIGURE.md

Configuration

To configure this module, you need to:

1. Create a storage

1. Go to Documents -> Configuration -> Storages.

2. Create a new document storage. You can choose between three options on Save Type:

   • Database: Store the files on the database as a field
   • Attachment: Store the files as attachments
   • File: Store the files on the file system

2. Create an access group

1. Next, create an administrative access group. Go to Configuration -> Access Groups.
   • Create a new group, name it appropriately, and turn on all three permissions (Create, Write and Unlink. Read is implied and always enabled).
   • Add any other top-level administrative users to the group if needed (your user should already be there).
   • You can create other groups in here later for fine-grained access control.

3. Create a directory

1. Afterward, go to Documents -> Directories.

2. Create a new directory, mark it as root and select the previously created setting.

   • Select the Groups tab and add your administrative group created above. If your directory was already created before the group, you can also add it in the access groups (Configuration -> Access Groups).

3. In the directory settings, you can also add other access groups (created above) that will be able to:

   • read
   • create
   • write
   • delete

Migration

If you need to modify the storage Save Type you might want to migrate the file data. To achieve it, you need to:

1. Go to Documents -> Configuration -> Storage and select the storage you want to modify
2. Modify the save type
3. Press the button Migrate files if you want to migrate all the files at once
4. Press the button Manual File Migration to specify files one by one

You can check all the files that still need to be migrated from all storages and migrate them manually on Documents -> Configuration -> Migration

File Wizard Selection

There is an action called action_dms_file_wizard_selector to open a wizard to list files in kanban view. This can be used (example dms_attachment_link module) to add a button in kanban view with the action we need.