docs(paperless-ngx) Update How to Guide & remove TrueNAS reference (#32926)
**Description** <!-- Please include a summary of the change and which issue is fixed. Please also include relevant motivation and context. List any dependencies that are required for this change. --> ⚒️ Update Paperless-ngx How to Guide & remove TrueNAS references. **⚙️ Type of change** - [ ] ⚙️ Feature/App addition - [ ] 🪛 Bugfix - [ ] ⚠️ Breaking change (fix or feature that would cause existing functionality to not work as expected) - [ ] 🔃 Refactor of current code - [x] 📜 Documentation Changes **🧪 How Has This Been Tested?** <!-- Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration --> **📃 Notes:** <!-- Please enter any other relevant information here --> **✔️ Checklist:** - [ ] ⚖️ My code follows the style guidelines of this project - [ ] 👀 I have performed a self-review of my own code - [ ] #️⃣ I have commented my code, particularly in hard-to-understand areas - [x] 📄 I have made changes to the documentation - [ ] 🧪 I have added tests to this description that prove my fix is effective or that my feature works - [ ] ⬆️ I increased versions for any altered app according to semantic versioning - [x] I made sure the title starts with `feat(chart-name):`, `fix(chart-name):`, `chore(chart-name):`, `docs(chart-name):` or `fix(docs):` **➕ App addition** If this PR is an app addition please make sure you have done the following. - [ ] 🖼️ I have added an icon in the Chart's root directory called `icon.png` --- _Please don't blindly check all the boxes. Read them and only check those that apply. Those checkboxes are there for the reviewer to see what is this all about and the status of this PR with a quick glance._ --------- Signed-off-by: Alfred Göppel <43101280+alfi0812@users.noreply.github.com> Co-authored-by: Alfred Göppel <43101280+alfi0812@users.noreply.github.com>
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Alfred Göppel
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@@ -3,44 +3,12 @@ title: Setup Guide
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---
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**Paperless-ngx** is an open-source document management system that transforms your physical documents into a searchable
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online archive. Our app is a simple way to install it on your TrueNAS SCALE server.
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## Requirements
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- Installation of the TrueCharts Catalog, starting [here](/ and the required operators (Prometheus-Operator and Cloudnative-PG).
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- Paperless-ngx TrueCharts Chart
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online archive.
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## Media Storage
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- If you plan on importing documents into Paperless-ngx via a network share, for example from a computer or scanner, it
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is recommended to set up an `NFS Share` for the shared folder. See the [NFS Shares
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guide](/ for further information.
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## Install Paperless inside TrueNAS SCALE
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- Select `Apps` inside the TrueNAS menu.
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- Choose the `Available Applications` tab.
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- Search for `paperless-ngx`.
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- Click the `Install` button, you'll be prompted to set up Paperless-ngx. You can leave most options at their default
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values, but:
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- Check that the `Timezone` is set correctly for this app.
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- Provide `PAPERLESS_ADMIN_USER`, `PAPERLESS_ADMIN_PASSWORD` and `PAPERLESS_ADMIN_MAIL`, those will only apply on
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installation, you can change them later in the app.
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- Enter the URL your Paperless-ngx will be accessible under in `PAPERLESS_URL` if you plan on making your app
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accessible from the web.
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- If you have set up Traefik for ingress click `Enable Ingress` and enter your
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Paperless-ngx domain in the Hosts section.
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Scroll to the bottom of the window and click `Save`. Once you hit Save Paperless-ngx will be donwloaded and configured.
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Switch back to the `Installed Applications` tab, and wait for the application to switch from `Deploying` to `Active`.
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Once `paperless-ngx` shows `Active` you can click its `Open` button to launch to its login screen. Use the initial Admin
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credentials you provided in the configuration to login.
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is recommended to set up an `NFS Share` for the shared folder.
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### Configure additional OCR languages
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@@ -58,47 +26,45 @@ information, and note if you need this configured too.
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In addition to document uploads via the Web UI, Paperless-ngx can import documents from a [consumption
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directory](https://docs.paperless-ngx.com/usage/#the-consumption-directory). This would allow you to move new documents
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to a shared folder on your TrueNAS SCALE from your computer or directly from your scanner and Paperless-ngx would pick
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to an NFS share from your PC or directly from your scanner and Paperless-ngx would pick
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up the documents from there. See the explanation of the feature linked above and its [configuration
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options](https://docs.paperless-ngx.com/configuration/#consume_config) for more information.
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Due to the [Hast Path Validation Safety](/ checks of TrueNAS
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SCALE, using storage for an application on your TrueNAS SCALE and with a network share at the same time requires a bit
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of work. See also the [FAQ](/general/faq/) regarding this
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topic.
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This guide will only describe the Paperless-ngx specific options required to set up importing documents from a network
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share. Please refer to Part 1 of the [NFS shares with TrueChart apps guide](/ to prepare
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the NFS share you want to use with Paperless-ngx and note its path. Refer to the [TrueNAS SCALE adding SMB shares
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guide](https://www.truenas.com/docs/scale/scaletutorials/shares/smb/addsmbshares/) to set up network sharing of that
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same folder for Windows computers or scanners offering this functionality.
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share. Please refer to your NAS documentation.
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In addition to adding the NFS share to the Paperless-ngx application we need to configure polling for the import folder.
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The NFS Share and TrueNAS SCALE applications do not support the default polling model Paperless-ngx uses.
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The NFS Share do not support the default polling model Paperless-ngx uses.
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Once you have set up the NFS share, configure your Paperless-ngx installation as follows:
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## Example Values for Paperless-ngx
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- Select `Apps` inside the TrueNAS menu.
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- You should be on the `Installed Applications` tab.
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- Look for your `paperless-ngx` installation.
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- Click the 3-button menu in its box and select `Edit`. This will open the application configuration pane similar to the
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configuration page on installation.
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- Scroll down to the `Extra Environment Variables` section and click `Add`.
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- Enter the name `PAPERLESS_CONSUMER_POLLING` and the value `120`, Paperless-ngx will then look for new documents in
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the import share every 120 seconds (2 minutes).
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- Scroll further down to the `To-be consumed Document Storage` section and set `Type of Storage` to `NFS Share`, `NFS Server` to `localhost` and `Path on NFS Server` to the path you configured above.
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```yaml
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workload:
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main:
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podSpec:
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containers:
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main:
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env:
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PAPERLESS_ADMIN_USER: "admin"
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PAPERLESS_ADMIN_PASSWORD: "changeme"
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PAPERLESS_ADMIN_MAIL: "admin@admin.com"
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PAPERLESS_OCR_LANGUAGE: "eng"
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PAPERLESS_OCR_LANGUAGES: "eng fra deu spa ita"
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PAPERLESS_CONSUMER_POLLING: 120
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persistence:
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consume:
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type: nfs
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# Example NFS Share
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server: "192.168.0.10"
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path: "/mnt/paperless/"
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Scroll to the bottom of the window and click `Save`. This will reconfigure and restart Paperless-ngx. Documents added to
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shared folder will be automatically imported by Paperless-ngx. Those options can be changed at any time, documents still
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in the import share will not be imported anymore though.
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```
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### Configure ForwardAuth authentication
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Users that have set up [Traefik with ForwardAuth, for example with Authelia](/charts/premium/authelia/setup-guide/)
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can take advantage of authentication through Authelia for their Paperless-ngx installation. Paperless-ngx will honor
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can take advantage of authentication through Authelia for their Paperless-ngx installation. Paperless-ngx will honour
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logins passed from Authelia but not the e-mail address nor the groups of the logged-in user, those will be internal to
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Paperless-ngx and separate from those in Authelia. ForwardAuth can be added to an existing Paperless-ngx installation as
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long as the logins of Authelia users match the logins of Paperless-ngx users.
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@@ -108,18 +74,11 @@ This guide will only describe the Paperless-ngx specific options required to set
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Once you have set up ForwardAuth in your Traefik installation, configure ForwardAuth in Paperless-ngx as follows:
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- Select `Apps` inside the TrueNAS menu.
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- You should be on the `Installed Applications` tab.
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- Look for your `paperless-ngx` installation.
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- Click the 3-button menu in its box and select `Edit`. This will open the application configuration pane similar to the
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configuration page on installation.
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- Scroll down to the `Extra Environment Variables` section and click `Add` twice.
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- Enter the name `PAPERLESS_ENABLE_HTTP_REMOTE_USER` and set its value to true, and `PAPERLESS_LOGOUT_REDIRECT_URL`
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and your logout URL (`https://auth.mydomain.com/logout` as per the above guide's example domain) in the second box.
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- Add the following environment variables in the values for paperless.
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- Enter `PAPERLESS_ENABLE_HTTP_REMOTE_USER` and set its value to true, and
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- `PAPERLESS_LOGOUT_REDIRECT_URL` and your logout URL (`https://auth.mydomain.com/logout` as per the above guide's example domain) in the second box.
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Scroll to the bottom of the window and click `Save`. This will reconfigure and restart Paperless-ngx. Authentication to
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This will reconfigure and restart Paperless-ngx. Authentication to
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your Paperless-ngx installation will be handled by Authelia now. Those options can be removed at any time,
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authentication to your Paperless-ngx installation will then revert to the Paperless-ngx built-in authentication
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mechanism.
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@@ -128,8 +87,3 @@ mechanism.
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Paperless-ngx offers a helpful [best practices guide](https://docs.paperless-ngx.com/usage/#basic-searching) as a
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starting point, as well as a recommended workflow a little further along on that same page.
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## Support
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- You can reach us using [Discord](https://discord.gg/tVsPTHWTtr) for real-time feedback and support.
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- If you found a bug in our chart, open a [GitHub issue](https://github.com/truecharts/apps/issues/new/choose).
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