Discussion:
[Mayan EDMS: 2652] Need some help getting started
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'Ovidiu Pacuraru' via Mayan EDMS
2018-08-16 11:55:17 UTC
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Running the latest Mayan version via Docker. Seems to be working fine.

Btw. where and how do I stop displaying the admin password in plain text on
the initial page?

*Here is my scenario in as much detail as I can give in the hopes someone
can help me connect the dots.*

I am planning to use Mayan for my ISO 27k Documentation.
I have 3 ISO scopes so I would planned to create:

1 cabinet called ISO DOCS with 3 cabinets underneath calles scope1, scope2
and scope3
The idea is to put general docs which apply to all 3 scopes in the main
folder and the docs which only apply to the 3 scopes into the corresponding
folders.

*I need: *
1 user with editing rights (me)
2 users who only review a document and then pass it on via a
workflow/state/transition or reject it with comments for re-editing
2 users who can approve via the same workflow after a user has reviewed it.

*I have created* 2 groups: reviewers and approvers, put the right people
into the groups, then created 2 roles called them approvers and reviewers
again (quite confused about the whole group vs roles usage in Mayan)

*Next I created 2 workflows*:
workflow A docs get reviewed by user A and approved by user C
workflow B docs get reviewed by user B and approved by user D

*I created 4 states:* "In Progress", "Pending Review", "Pending Approval",
"Approved".
The initial state for all uploaded docs should be "Pending Review"

*Next I created 3 transitions: *
"review failed" which sends a doc back from "Pending Review" to "In
Progress"
"review OK" which send a doc from "Pending Review" to "Pending Approval"
"rejected" which send a doc back from "Pending Approval" to "In Progress"

I also created a Document type so that I can assign this document type to
my workflows.

I do understand that users need to subscribe to events to get notifications
but I am having problem assigning the necessary ACLs to get this scenario
working.

The desired result would be:
me: able to upload and basically do everything except review or approve
all other users should only be allowed to read all docs in these 4 cabinets
and execute the transitions assigned to the workflows where they are
involved.

This sounds quite simple but as I stated in another thread, a lot of
connections are unclear due to a missing user manual.

Can someone give me some pointers? I could also make this test installation
publicly available for a time and share credentials... its an isolated
docker image in my DMZ...

Also, is it possible to switch the view from thumbnails to some kind of
list? See here: http://take.ms/vWL5K
Same question for the version overview. In my docker installation the
versions show as thumbnails, on the mayan website I see a
list: Loading Image... How
do I get that view?

Also, a list view is needed, for audits I need to print/download the latest
versions of all or selected files from within each folder. Doing this with
the thumbnail view gets quite complicated one by one :-(


I really hope someone can help me out here.
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'Ovidiu Pacuraru' via Mayan EDMS
2018-08-16 11:56:32 UTC
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I forgot one more question:
Does Mayan automatically handle and show the versions of a document
somewhere or do I need to setup version numbers manually via metadata?
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'Ovidiu Pacuraru' via Mayan EDMS
2018-08-20 06:44:16 UTC
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Does anyone have any tips or hints?
Does anyone spot anything I'm missing here?
Any feedback at all?
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