Installation guide

10 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, DD-

MM-YYYY, MM-DD-YYYY etc.

Updating the Zetadocs Report Settings to match your Reports

The Zetadocs Standard Configuration data points at the default report objects, you now need to adjust this to match

your report id’s as specified during the report modification steps.

For NAV 2013: Open the Windows Client and in the Navigation Pane select Departments > Administration >

Application Setup > Zetadocs Setup > Zetadocs Report Settings.

For NAV 2009: Select the Administration > Zetadocs Setup > Advanced Settings, then the Zetadocs Report

Settings Card.

Select a report and use the Document Set Name as your guide to the respective report setting.

Select the Report ID field and choose your modified report from the Object list.

Repeat the process for any remaining reports as required.

Note: A report can only be associated with one Zetadocs Document Set but many reports can be associated with

one Zetadocs Document Set.

Setting NAV to run the correct reports

You may now need to set NAV to run the modified reports instead of the original ones by adjusting the Report

Selections in NAV. You do not need to perform this step if you have modified your reports and kept the default

Report IDs. In this example we will set NAV to run the modified Order Confirmation report, this process should be

repeated for each new report being used.

For NAV 2013: Search for Report Selections Sales and select the Order report from the drop down.

For NAV 2009: Open the NAV client and select Administration > Sales & Marketing > Report Selections and

choose the Order report.

Click into the Report ID field and select the arrow to open the Objects list.

Select the new object from the list, in this case 9009962 ZD-Order Confirmation.

Repeat as required for the other reports.

Importing the Zetadocs Permissions

Users in NAV need to be granted permissions to access and edit fields, this also applies to the additional Zetadocs

NAV objects. As such you now need to add permissions to allow users access to the Zetadocs elements in NAV.

For NAV 2013

Search for Configuration Packages in the Windows Client and open the Configuration Packages page.

Select Import Package… from the Process group on the Home tab.

Locate the Zetadocs for NAV Permission Sets and Permissions – NAV 7.00.RAPIDSTART file from your product

download.

In the Process group, click on Apply Package to complete import.

For NAV 2009

Select Administration > Application Setup > Company Setup > Data Migration.

The Migration Overview form will appear, select Functions and then Import from XML.

Go to your product download and browse to the Zetadocs NAV Server Components folder and select the Zetadocs

for NAV Roles.xml file.

On the Migration Overview form, select the Migration button and then Apply Migration Data.

Repeat this process to import and apply the Zetadocs for NAV Permissions.xml file.

Next select Tools > Security > Synchronize All Logins.

Assigning Users Permissions

For NAV 2013

In the Windows Client search for the User Setup page.