Installation guide

25Migrating to the live database
© 2013 Equisys Ltd
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 tables this will not be exported.
From the Navigation pane select the Administration option.
From the options that appear, select Application Setup and then Zetadocs Setup.
Select the Zetadocs Configuration Export option.
In the window that appears select a suitable name and location for your configuration export and click Export.
Exporting Modified Forms, Pages, Tables and Reports.
Open the Object Designer (Tools > Object Designer).
Click on All button in the designer menu.
Select All objects (CTRL + A) or alternatively select those objects you wish to export.
Export the Objects (File > Export) to a suitable file e.g. Zetadocs for NAV5.5 Export.fob file.
Keep the Zetadocs for NAV5.5 Export.fob in a safe place.
Importing Zetadocs to the Live NAV System
When moving to the live system instead of importing the config.xml file and pages/tables/forms.fob files straight
from the Zetadocs for NAV product download you simply select the files you created during the exports above.
Import the Zetadocs for NAV Objects fob file created from you test system
Install the Page interfaces and forms as required
Import the xml file with your configuration from the test system
Copy across your Zetadocs Templates
Install the Zetadocs for NAV Client on the various client machines that will be using Zetadocs
Once you have imported the configuration you should perform a brief series of tests like those conducted earlier to
ensure that the migration has been successful.