Installation Guide

This guide walks you through installing DocMan on a Windows server or workstation.

Prerequisites

  • Operating System: Windows Server 2019+ or Windows 10/11 (64-bit)
  • Database: PostgreSQL 18 installed and running
  • Memory: 4 GB RAM minimum, 8 GB recommended
  • Privileges: Administrator account (required for installation and service registration)

Step 1: Download the Installer

Download DocMan-Setup-v26.4.exe from jimran.com/download.html.

Step 2: Run as Administrator

Right-click the installer and select Run as administrator. The installer requires elevated privileges to register Windows services.

Step 3: Choose Installation Type

The installer offers two options:

  • Full (with Tesseract): Includes the Tesseract OCR engine for automatic text extraction from scanned documents. Recommended for most installations.
  • Compact: Installs the core application only, without OCR support. Use this if you don't need text extraction or already have Tesseract installed separately.

Step 4: Installation Completes

The installer copies application files to the selected directory and registers the DocMan services with Windows. No manual service configuration is required.

Step 5: Configure the Environment File

Open the .env file in the DocMan installation directory and configure your PostgreSQL connection:

DB_HOST=localhost
DB_PORT=5432
DB_USER=docman
DB_PASSWORD=your_secure_password
DB_NAME=docman

Set these values to match your PostgreSQL installation. The database user must have permission to create tables and functions.

Step 6: Run Database Migrations

Open a command prompt and run the database migration script to create the required tables and functions:

cd C:\DocMan
psql -h localhost -U docman -d docman -f migrations\001_initial.sql
psql -h localhost -U docman -d docman -f migrations\002_ocr.sql
psql -h localhost -U docman -d docman -f migrations\003_audit.sql

Enter your PostgreSQL password when prompted. Each migration should complete without errors.

Step 7: Start Services

You can start DocMan in two ways:

  • Tray Manager: Launch DocMan Tray Manager from the Start Menu. It provides a system tray icon to start, stop, and monitor all DocMan services.
  • Manual: Start individual services from the Windows Services console (services.msc). Look for services prefixed with "DocMan."

Step 8: Open DocMan

Open your web browser and navigate to:

https://localhost

You should see the DocMan login page. If you get a certificate warning, this is expected — DocMan uses a self-signed certificate by default.

Step 9: First Login

Log in with the default administrator credentials:

  • Username: admin
  • Password: admin123

Important: Change the default password immediately after your first login. Go to the user menu and select Change Password.

Next: Getting Started — your first 10 minutes with DocMan.

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