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odoo-bringout-oca-dms-dms/dms/readme/CONFIGURE.rst
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odoo-bringout-oca-dms-dms/dms/readme/CONFIGURE.rst
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To configure this module, you need to:
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#. Go to *Documents -> Configuration -> Storages*.
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#. Create a new document storage. You can choose between two options on `Save Type`:
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* `Database`: Store the files on the database as a field
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* `Attachment`: Store the files as attachments
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#. Next create an administrative access group. Go to *Configuration -> Access Groups*.
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* Create a new group, name it appropriately, and turn on all three permissions (Create, Write and Unlink - Read is implied and always enabled).
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* Add any other top-level administrative users to the group if needed (your user should already be there).
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* You can create other groups in here later for fine grained access control.
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#. Afterwards go to *Documents -> Directories*.
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#. Create a new directory, mark it as root and select the previously created setting.
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* Select the *Groups* tab and add your administrative group created above.
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#. On the Directory you can also add other access groups (created above) that will be able to:
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* read
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* create
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* write
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* delete
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Migration
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~~~~~~~~~
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If you need to modify the storage Save Type you might want to migrate the file data.
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In order to achieve it you need to:
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#. Go to *Documents -> Configuration -> Storage* and select the storage you want to modify
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#. Modify the save type
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#. Press the button `Migrate files` if you want to migrate all the files at once
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#. Press the button `Manual File Migration` in order to specify files one by one
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You can check all the files that still needs to be migrated from all storages
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and migrate them manually on *Documents -> Configuration -> Migration*
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File Wizard Selection
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~~~~~~~~~~~~~~~~~~~~~
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There is an action called `action_dms_file_wizard_selector` to open a wizard to list files in kanban view.
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This can be used (example `dms_attachment_link` module) to add a button in kanban view with the action we need.
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