Installation guide

22 Zetadocs for NAV Essentials Installation Guide
© 2013 Equisys Ltd
Sample Code: <LogLevel>Error</LogLevel>
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
<LogToFile> and <LogToEventLog>. Using these options is is possible to set Zetadocs to log to either a file or
the event log or neither.
The Zetadocs Server log file is written to: C:\Windows\Temp\Zetadocs\ZdDocumentConverter.log
Sample Code: <LogToFile>true</LogToFile>
<LogToEventLog>false</LogToEventLog>
The above code would result in the log being kept in Zetadocs Server log file.
Options: Each of the can be set to either true or false, we recommend that you have one or the other forms of
logging active at all times.
true - Logs event at the level specified above to the log file or event log.
false - Stops the Zetadocs server logging events into the log file.
Restarting the Zetadocs Server
Save the updated Config.xml file when you have finished making your changes.To implement the changes you have
made you need to restart the Zetadocs Server.
Go to Start > Run, then enter Services.msc
Scroll to Zetadocs Document Converter and right click on it and select Restart.
Testing Capture Essentials
Drag and Drop with the Documents Factbox
Log into the Windows Client as a user with a role with access to the modified sections within NAV.
Locate one of the modified pages setup to work with Zetadocs e.g. Sales Order
Open one of the modified pages in NAV and this will display the Documents FactBox in the top right hand side.
Drag and drop a document to the Drage Files Here area and release it.
Open the SharePoint archive for the system and search for the original NAV record.
This should display the document you dragged and dropped into the Documents tab.
Repeat this with a selection of file types and from locations like the Outlook inbox to ensure they function as
expected.
Check Scanning (Optional)
If a scanning device is connected, perform the following checks to ensure correct operation.
Click the Queue > Scan... button to initiate scanning which uses the Zetadocs client settings.
Scan a document; once complete the scanned document name should appear in the Zetadocs Document Queue
as the latest entry. The file (typically “filename.pdf”) should also be in the Zetadocs Document Queue shared
folder location.