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Document cloud's document viewer integration into plone.

Project description

Introduction
============

.. image:: https://www.wildcardcorp.com/logo.png
:height: 50
:width: 382
:alt: Produced by wildcardcorp.com
:align: right

This package integrates documentcloud's viewer and pdf processing
into plone.

Example viewer: https://www.documentcloud.org/documents/19864-goldman-sachs-internal-emails

Features
--------

- very nice document viewer
- OCR
- Searchable on OCR text
- works with many different document types
- plone.app.async integration with task monitor
- lots of configuration options
- PDF Album view for display groups of PDFs


Works with
----------

Besides displaying PDFs, it will also display:

- Word
- Excel
- Powerpoint
- HTML
- RTF


Install requirements
--------------------

- Docsplit: http://documentcloud.github.com/docsplit/
- GraphicsMagick
- ghostscript (version 9.0 preferred)
- Poppler
- tesseract (optional)
- pdftk (optional)
- OpenOffice or LibreOffice (optional, for doc, excel, ppt, etc. types)
- md5 or md5sum command line tool


Async Integration
-----------------

It it highly recommended to install and configure plone.app.async
in combination with this package. Doing so will manage all pdf
conversions processes asynchronously so the user isn't delayed
so much when saving files.


Settings
--------

The product can be configured via a control panel item
`Document Viewer Settings`.

Some interesting configuration options:

Storage Type
If you want to be able to serve you files via amazon cloud,
this will allow you to store the data in flat files that
can be synced to another server.
Storage Location
Where are the server to store the files.
OCR
Use tesseract to scan the document for text. This process ca be
slow so if your pdfs do not need to be OCR'd, you may disable.
Auto Select Layout
For pdf files added to the site, automatically select the
document viewer display.
Auto Convert
When pdf files are added and modified, automatically convert.
Auto layout file types
Types that should automatically be converted to document viewer


Dexterity support
-----------------

If you want to use it with your own Dexterity content type. You need to edit
the fti in ZMI/portal_types/yourtype to add "documentviewer" in
the available view methods and to set the primary field in the schema,
for example::

<field name="myfile" marshal:primary="true"
type="plone.namedfile.field.NamedBlobFile">


File storage integration
------------------------

If you choose to use basic file storage instead of zodb blob storage,
there are a few things you'll want to keep in mind.

1) Use nginx to then serve the file system files. This might require
you install a local nginx just for serving file storage on the
plone server. You can get creative with how your file storage
is used though.

2) Since in plone's delete operation, it can be interrupted and the deletion
of a file on the OS system system can not be done within a transaction,
no files are ever deleted. However, there is an action you can
put in a cron task to clean up your file storage directory. Just call the
url `http://zeoinstace/plone/@@dvcleanup-filestorage`.


Upgrading from page turner
--------------------------

If you currently have page turner installed, this project will supercede
it. Your page turner views will work but no future files added to the site
will be converted to page turner.

To convert existing view, on every page turner enabled file, there will
be a button `Document Viewer Convert` that you can click to manually
convert page turner to document viewer.

To convert all existing views, go to portal_setup in the zmi, upgrades,
select collective.documentviewer, click to show old upgrades and there
should be an `upgrade-all` step to run.


Upgrading from pdfpal
---------------------

If you want to upgrade from pdfpal, it is recommended that you simply
uninstall pdf pal.

Document viewer will disable parts of pdfpal if installed with it
otherwise. If you still want both installed, you'll need to upgrade
to at least version 0.7b5 in order for it to play nice with document
viewer.

Also, version 0.7b6 has the best uninstall support so if you're going
to uninstall the product, first upgrade your egg to 0.7b6.


Installation on Cent OS/Red hat
-------------------------------

Special instructions for centos have been contributed by Eric Tyrer.
You can access them via `the git hub repo file location <https://github.com/collective/collective.documentviewer/blob/master/CENTOS-INSTALL.rst>`_.

Installation
-------------------------------
If on a linux/ubuntu/debian machine you run into an error like:

/var/lib/gems/1.9.1/gems/docsplit-0.7.2/lib/docsplit/image_extractor.rb:51:in `exists?': can't convert nil into String (TypeError)
from /var/lib/gems/1.9.1/gems/docsplit-0.7.2/lib/docsplit/image_extractor.rb:51:in `ensure in convert'

This is because the ruby docsplit library is having an issue with the temp folder accesses, and removal of temp files. Just run the following command:

sudo chmod 1777 /tmp && sudo chmod 1777 /var/tmp

And retry the conversion of your document



TODO
----

- check why there are some error during async operations:
- ConflictError: database conflict error (oid 0x4d10, class BTrees.IOBTree.IOBucket, serial this txn started with 0x0395f478bc2cb377 2012-04-21 03:36:44.103425, serial currently committed 0x0395f479b09de4cc 2012-04-21 03:37:41.394556)
- ERROR ZODB.Connection Shouldn't load state for 0x319d when the connection is closed

Changelog
=========

3.0a1 (2013-09-03)
------------------

- Add Dexterity compatibility. To enable it on your content type, you have
to define a primary field and add documentviewer in the available view
methods, see documentation.
[vincentfretin]

- Fix: users that can modify can now view info messages
and 'annotations'/'sections' feature.
[thomasdesvenain]

- Show contributor fullname if possible.
Contributor and organization are in a span.
[thomasdesvenain]

- Avoid replacing non-ascii characters by (?) during OCR process
for non english languages.
[thomasdesvenain]

- Plain text indexation is fixed for non converted contents.
[thomasdesvenain]

- When a new release of the document is currently generated,
user is notified by a status message.
[thomasdesvenain]


2.2.2b3 (2013-05-31)
--------------------

- i18n fixes + french translations
[thomasdesvenain]

- support to pass a document language to tesseract/docsplit based on a
configurable adapter implementing IOCRLanguage
[ajung]


2.2.2b2 (2013-05-31)
--------------------

- fix bug when using blob storage and text indexing is disabled
[gbastien]


2.2.2b1 (2013-05-31)
--------------------

- only use defaultFactory when supported. For older versions of zope.schema
[vangheem]


2.2.2a1 (2013-05-31)
--------------------

- added french translations
[gbastien]

- added enable_indexation parameter in global and local settings
Fixes : https://github.com/collective/collective.documentviewer/issues/21
[gbastien]

- make local settings coherent regarding global settings
Fixes : https://github.com/collective/collective.documentviewer/issues/22
[gbastien]


2.2.1 (2013-03-12)
------------------

- fix use with latest libreoffice and docsplit.
Fixes: https://github.com/collective/collective.documentviewer/issues/11

- do not require docsplit to be installed on the
plone instance in order to display the viewer.
In case the document was converted on another
client.
[vangheem]


2.2 (2013-02-06)
----------------

- fix z-index on viewer
[damilgra]


2.2b2 (2013-01-10)
------------------

- fix getSite imports for plone 4.3


2.2b1 (2013-01-06)
------------------

- switch to using OFS.interfaces.IFolder for folder view
[vangheem]

- while pdf is converting, show existing if available.
[vangheem]

- move convert button to actions
[vangheem]


2.2a2 (2012-10-01)
------------------

- another subsite fix
[vangheem]


2.2a1 (2012-xx-xx)
------------------

- test for Plone 4.2 compatibility.
[hvelarde]

- work with subsites

2.1b2 (2012-06-22)
------------------

- better handling of moving folders around

2.1b1 (2012-06-22)
------------------

- be able to obfuscate file paths for file storage

2.0.4 (2012-06-21)
------------------

- fix cleaning file location

- fix potential tranversal error for file resources


2.0.3 (2012-06-13)
------------------

- check for quota set before finding existing jobs.

2.0.2 (2012-06-12)
------------------

- include contentmenu zcml dependency

- upgrade conversion will now try and fix error'd conversions


2.0.1 (2012-05-15)
------------------

- fixing batching on group view

2.0.1b1 (2012-05-14)
--------------------

- add support for new formats: star office, ps, photoshop, visio, palm

2.0b1 (2012-05-11)
------------------

- add ability to add annotations and sections


1.5.1 (2012-04-30)
------------------

- fix security on file resources


1.5.0 (2012-04-29)
------------------

- no changes

1.5.0b1 (2012-04-27)
--------------------

- be able to move jobs to front of queue

- use portal_catalog instead of uid_catalog so security
checks apply to resource urls.


1.4.2 (2012-04-24)
------------------

- no changes, first final release


1.4.1b3 (2012-04-23)
--------------------

- create local catalog and index before syncing db to prevent
conflict errors.

- add redirect timeout to conversion info page


1.4.1b2 (2012-04-23)
--------------------

- make sure to close open file descriptors

- Change "Original Document (PDF)" to "Original Document"

- emit event after conversion

- only show queue link if manager

- convert button should work for files that do not have
layout selected yet

- use communicate instead of wait with popen in case
output is large. Prevents deadlocks.


1.4.1b1 (2012-04-23)
--------------------

- do not assume pdfpal is used along with pageturner
on data conversion.

- better command runner

- track errors better and display them in interface if something
happened during conversion

- new file storage structure to prevent too many files from
being in one directory


1.4b1 (2012-04-21)
------------------

- fix full screen button when text or pages selected.

- be able to customize batch size


1.4a2 (2012-04-20)
------------------

- make sure to not use files with spaces


1.4a1 (2012-04-20)
------------------

- be able to detect if pdf already has text in it
and do not OCR it if it does.


1.3b2 (2012-04-20)
------------------

- use jQuery instead of $()


1.3b1 (2012-04-20)
------------------

- default OCR to being off since it's pretty slow

- better logging when looking for binary files

- be able to override width of viewer


1.3a3 (2012-04-20)
------------------

- fix uninstall
[vangheem]


1.3a2 (2012-04-19)
------------------

- fix async bug if it wasn't installed
[vangheem]


1.3a1 (2012-04-19)
------------------

- make sure to initialize catalog after db sync
for large PDFs.
[vangheem]

- better integrate with pdfpal and pageturner so
it's easy to upgrade from those products.
[vangheem]


1.2a2 (2012-04-19)
------------------

- fix setting custom quota for async queue
[vangheem]

- fix group view clear button
[vangheem]

- add support for alternative md5sum binary
[vangheem]


1.2a1 (2012-04-19)
------------------

- fix full screen page bug
[vangheem]

- better async integration with quota setting
[vangheem]

- View async queue for conversions
[vangheem]

- index ocr data in portal catalog
[vangheem]

- better pdf group view with search
[vangheem]

- handle large files better
[vangheem]

- check if file has already been converted by storing
hash of the file to check against.
[vangheem]

- be able to remove document viewer conversion tasks
[vangheem]

- add ability to cleanup file storage files for deleted
plone File objects.
[vangheem]


1.1a1 (2012-04-18)
------------------

- add pdf folder album view
[vangheem]

- fix async integration
[vangheem]


1.0a2 (2012-04-17)
------------------

- add control panel icon
[vangheem]

- fix uninstall procedure
[vangheem]

- changing image type does not cause existing ones to fail.
[vangheem]


1.0a1 (2012-04-17)
------------------

- Initial release

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