Zetadocs for NAV Essentials Installation Guide © 2013 Equisys Ltd
Zetadocs for NAV Essentials Installation Guide Table of Contents 3 Essentials Installation Zetadocs ................................................................................................................................... NAV Client 3 Zetadocs ................................................................................................................................... SharePoint Extensions 4 NAV.............................................................................................
Essentials Installation 3 Essentials Installation The document contains instructions on how to install Zetadocs for NAV Delivery and Capture Essentials, users installing point solutions or SDK features should refer to the documentation specific for those products after completing the Essentials Install. The Essentials setup installs the core Zetadocs components onto the server and client machines and also adds the Zetadocs objects and interfaces into NAV.
Zetadocs for NAV Essentials Installation Guide Windows Client/Role Tailored Client There are 2 files to copy a .chm file and accompanying .hh file which are available from your product download in the folders: \Zetadocs NAV Client\NAV Help\NAV 5 and 6 \Zetadocs NAV Client\NAV Help\NAV 2013 For NAV 6.o systems copy to: Program Files (x86)\Microsoft Dynamics NAV\60\RoleTailored Client\en-GB For NAV 2013 systems copy to: Program Files (x86)\Microsoft Dynamics NAV\70\RoleTailored Client\en-GB addin_a.
Essentials Installation 5 records as they pass through the sales and purchase processes, enabling users to access the relevant documents quickly and easily. Prerequisites Microsoft SharePoint Foundation 2010/2013 Microsoft SharePoint 2010/2013 Microsoft SharePoint Online 64-bit Systems require the Adobe PDF IFilter be installed, details can be found here. Adding the Zetadocs SharePoint Extensions Log into SharePoint as a Site Collection Administrator.
Zetadocs for NAV Essentials Installation Guide Creating a copy of your NAV database Open the NAV Development Environment (Classic Client) and open the database. Select Tools > Backup. Save a copy of your NAV database in a safe location. Select File > Database > New and create a new duplicate system. Next select Tools > Restore and select the backup database you just created.
Essentials Installation 7 Invalid items are reported in a message dialog after the load operation has completed and should be processed manually. Select Start, if there are Customer or Vendor Card pages, the tool will prompt you to decide whether to include the Rules action to those pages. The status column shows the conversion process. If an item cannot be modified, the reason will be listed in this column. The modified items are now available in the folder containing the original interfaces file.
Zetadocs for NAV Essentials Installation Guide Add a new text box in the top left of the body section, ensuring it does not overlap any existing controls. Existing text boxes have a parent listbox called list1. If this is the case then ensure that this new textbox has the same. Adjust the properties as follows: o Name: Zetadocs_Reference_tb. o Value: =Fields!Zetadocs_Reference.Value. o Visibility Hidden: TRUE. o Color: Red.
Essentials Installation 9 4. Importing the Configuration File Zetadocs comes equipped with a standard configuration file which you must import, as it populates NAV with the base settings Zetadocs requires, once you have completed the import you should have a basic working Delivery Essentials system. Importing the Language Module Note: Only required on non English systems In the object designer select the All view. Then using a table filter Version = EQ* to list all the Zetadocs objects.
Zetadocs for NAV Essentials Installation Guide Zetadocs Report Settings. e.g. Sales Orders. Note: This is not the SharePoint content type. If using Date you need to specify the Date Folder Naming. Which specifies the date format e.g. YYYY-MM-DD, DDMM-YYYY, MM-DD-YYYY etc.
Essentials Installation 11 Select a user and choose Edit from the Home tab. In the User Permission Sets fast tab, select an empty row and add the required permission sets from the options below. o ZETADOCS - grants access to the standard Zetadocs pages, forms and tables and allows you to use Zetadocs for NAV. o ZETADOCS ADMIN - grants the user the ability to adjust the setup of the system in more fundamental ways and should be reserved to administrators only.
Zetadocs for NAV Essentials Installation Guide Delivery Essentials Configuration The configuration data imported earlier will have provided a basic working system that should be capable of sending reports from NAV to recipients and archiving them. This chapter covers how you modify the configuration to fulfill your specific requirements. For further information on any field in the settings simply press F1 with it selected.
Delivery Essentials Configuration 13 Zetadocs Templates combine stationery overlays and attachment documents as well as supplementary addressing for any document sent using that template from the Zetadocs Client. Note: If you are installing in a language other than English you should first check the templates folder of your product download as it contains a folder with sample templates specific to your language.
Zetadocs for NAV Essentials Installation Guide Should you wish to change the template a report uses, for example if you wished to send out Sales Orders for a period with special attachment and message as part of a special offer. Then you can create additional templates in the Zetadocs client and assign them by doing the following.
Delivery Essentials Configuration 15 Open the Windows Client and in the Navigation Pane select Departments > Administration > Application Setup > Zetadocs Setup > Zetadocs Report Settings. To access the Report Settings in NAV 2009: Open the Development Environment and navigate to Administration > Application Setup > Zetadocs Setup > Advanced Settings > Zetadocs Report Settings. Select the report you wish to put into test mode and locate the Test mode checkbox.
Zetadocs for NAV Essentials Installation Guide Form No.
Capture Essentials Configuration 17 Capture Essentials Configuration In this section we will install the Zetadocs Server and go through its configuration options, please ensure you have carried out the steps in the Delivery Essentials Setup, as many of its components are required to support capture. Systems which are not using Capture Essentials can skip this section. Main Steps: 1. Installing the Zetadocs Server 2. Configuring Document Queue Options 3. Configuring Capture Settings 1.
Zetadocs for NAV Essentials Installation Guide 2. Configuring Document Queue Options Zetadocs comes with two Document Queues setup a standard, a Sales and a Purchase Document Queue, with other custom queues available with Capture Plus. To configure the Zetadocs Server to communicate with the document queues these first need to be configured.
Capture Essentials Configuration 19 added to document queues. Therefore it consists of instructions for each document queue configured and more general options for capturing documents. We will go through those options relevant to an Essentials install in the order they appear, for any options not described Essentials users can leave them set to the default values.
Zetadocs for NAV Essentials Installation Guide it is already set to the default value. Location="\\User specified queue location\Sales Document Queue\"> - Enter the Path to this queue as specified in NAV earlier on the Zetadocs Document Queue card. PDF Text Extraction This option allows you to set the Zetadocs Server to extract text which can then be used by several Capture and Delivery Plus elements, Essentials users can leave this set to the default value of false.
Capture Essentials Configuration 21 Sample Code: Options: The default is no prefix. To set a prefix put the appropriate prefix in the setting for the desired queue.
Zetadocs for NAV Essentials Installation Guide Sample Code: Error Options: Error- Use this setting for general operation. Warning - Use this for trouble shooting issues. Debug - Should be used for a controlled period of time to trouble shoot issues. Specifying the Log Location The Zetadocs Server log can be set to save to a file and/or the event log, this is done using the two options and .
Capture Essentials Configuration 23 Check Shared Location Updating Create an email with an attachment and save it as a .msg file into the Zetadocs Document Queue’s shared folder location. Select the Queue > Refresh menu button and ensure that the saved email.msg file is now in the Document Queue converted into pdf format.
Zetadocs for NAV Essentials Installation Guide Continuing the Installation This completes the installation and testing of Zetadocs Delivery and Capture Essentials. If you are not installing any Advanced features your setup is now complete, should you be performing the install on a test setup please proceed to the next section migrating to a live environment.
Migrating to the live database 25 Migrating to the live database To migrate your setup to your live system you need to: Exporting the Configuration Exporting any Modified Forms, Pages, Tables and Reports Importing the Zetadocs for NAV Objects Importing any Modified Forms, Tables or Reports Importing the xml file with your configuration Exporting the Configuration The Zetadocs Configuration Export form will export all of the configuration data specific to Zetadocs, if you have modified data in other table
Zetadocs for NAV Essentials Installation Guide Further Resources To keep this guide as simple and focused as possible we have focused on the standard installation requirements. Below are a list of the more common pieces of non standard installation advice, for access to the full range of Zetadocs for NAV advice please visit the knowledgebase or search the Equisys website. Technical Notes Installation HOWTO: Perform an upgrade from version 5.0 of Zetadocs for NAV to version 5.
