Internal and External Access using FTP¶
The first configuration step is to create a directory structure that will be used to classify your document set. You can use the structure automatically proposed by OpenERP from the menu Knowledge ‣ Configuration ‣ Document Management ‣ Directories’ Structure.
In addition to the usual access to documents through OpenERP, you will be able to connect to them directly through the file system using the FTP protocol. To connect to the FTP server, use the following address:
|Server||Your OpenERP server, for example 127.0.0.1|
|Path||The ‘/’ character, for the root|
|User||Your user account in OpenERP|
|Password||Your OpenERP password|
These comments about an FTP server may appear a bit technical, but it is just a general standard for getting hold of files without worrying too much about the platform (Windows, Mac, Linux, or other Unix-like system). So FTP is just a way of getting access to files without needing to use an OpenERP client. There could have been other ways, but FTP proved itself to the developers to be the one that performed best at lowest cost.
Once you are connected using FTP, you get to the root of a directory for the document management system. Once you enter that directory you find a structure that matches the structure defined in OpenERP.