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In today's digital age, many organizations and individuals seek efficient ways to manage their documents and files. Self-hosted solutions on Virtual Private servers (VPS) offer a high level of control, security, and customization. Among the popular tools in this category are Mayan EDMS and Paperless, which provide robust features for document management. This article focuses on the key aspects of implementing and managing these systems.

VPS Selection

Before initiating the installation, it's essential to choose a suitable VPS. Important factors include:

  • Adequate Resources: Sufficient CPU, RAM, and storage are necessary for smooth system operation.
  • Server Location: Choose a location close to your users for faster access.
  • Operating System: Linux is recommended, as it is supported by both systems.

Installation and Configuration

Mayan EDMS

  1. System Preparation: Install dependencies such as Docker and Docker Compose.
  2. Mayan EDMS Installation: This involves downloading the official Docker image and launching it using Docker Compose.
  3. Configuration: Mayan EDMS allows configuration through a web interface, where user roles, access permissions, and others can be defined.

Paperless

  1. Dependency Installation: Paperless requires Python, Redis, and PostgreSQL.
  2. Download and Install Paperless: The process involves cloning the git repository and running installation scripts.
  3. Configuration: Set up process directories, database connections, and integrate with OCR for converting image files to text.

Security

Data security is critical. Implement the following measures:

  • Secure Connection: Use SSL certificates for encrypted access via HTTPS.
  • Firewall: Set up firewall rules to restrict access only to necessary ports.
  • Backup: Regularly backup data and configurations.

Maintenance and Management

For long-term sustainability, regular maintenance is essential:

  • Updates: Regularly update the system, applications, and dependencies to the latest versions.
  • Monitoring: Use monitoring tools to track server load and detect potential issues promptly.
  • Access and Activity Audit: Monitor user access and activities to ensure compliance with internal policies.

 

Implementing self-hosted solutions for document and file management, such as Mayan EDMS and Paperless, on VPS offers flexibility and control over your data. It's important to pay attention to VPS selection, security aspects, and regular system maintenance. A properly configured and managed system can significantly improve document management efficiency and data security.