Installation guide

3Essentials Installation
© 2013 Equisys Ltd
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. As such all users should complete
these steps regardless of whether they are installing Delivery, Capture or any of the advanced Plus solutions.
Installation steps to be performed on the server or servers
1. Installing the Zetadocs for NAV Client
2. Installing the Zetadocs SharePoint Extensions
3. Importing the Objects and Interfaces
4. Importing the Configuration File
Installation steps to be performed on each client machine
Note: Should only be completed after the server install.
1. Installing the Zetadocs for NAV Client
2. Testing the Zetadocs for NAV Solution
1. Installing the Zetadocs for NAV Client
Zetadocs for NAV needs to be installed onto the server as well as any required client machines once the server
install is complete.
Platform Specific Steps: Please review the additional information available in the Zetadocs for NAV
Knowledgebase if you are installing on Terminal Services or Group Policy.
Extract and run the Zetadocs for NAV product download.
Choose relevant install option:
o Zetadocs Delivery
o Zetadocs Capture
o Zetadocs Delivery and Capture
Next select the Zetadocs NAV Client option and the choose the installation language and click Install.
Proceed through the wizard, it will prompt you to select the Install Type, choose from the following:
o Typical - Recommended for additional client installs.
o Administrator - Recommended for server installs, includes all components including the licensing and
configuration application.
o Custom - Allows you to specify the install locations for Delivery and Capture components.
If you are installing on the server machine and select the Administrator install type then you will be asked to
create the templates folder, select a location and select Next to continue.
Complete the wizard to finish the install of the Zetadocs for NAV Client.
Install Zetadocs for NAV Help Files
The Zetadocs for NAV help files need to be copied to the Microsoft Dynamics NAV help folder on each machine. The
file names should use the first unused post-fix letter between a and j (e.g. change to addin_b.chm and addin_b.hh if
addin_a.chm exists). The destination of these files is determined by the install language e.g. substitute the en-GB
subfolder shown in the examples below for the language pertinent to the install e.g. en-US for US systems.