Installation guide

4 Zetadocs for NAV Essentials Installation Guide
© 2013 Equisys Ltd
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.hh - Should be copied to:
For NAV 6.o systems copy to: Program Files (x86)\Microsoft Dynamics NAV\60\Service\ENG
For NAV 2013 systems copy to: Program Files\Microsoft Dynamics NAV\70\Service\ENG
Development Environment/Classic 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 5.o systems copy to: Program Files\Microsoft Dynamics NAV\CSIDE Client\ENG
For NAV 6.o systems copy to: Program Files\Microsoft Dynamics NAV\60\Classic\ENG
For NAV 2013 systems copy to: Program Files\Microsoft Dynamics NAV\70\Service\ENG
You may need to restart the Microsoft Dynamics NAV server to get the help files to appear.
Go to Start > Run, type services.msc, and then press ENTER.
Under Services, right-click Microsoft Dynamics NAV Server, and then click Restart.
Configuring Zetadocs Licensing
Zetadocs Client Licensing and Setup
Launch the Zetadocs PDF Configuration and choose the license location (General Tab).
o Active Directory (requires that user has access rights to write to AD)
o Shared Network Folder
Enter your Zetadocs license number, company name and click Register Online and follow the onscreen steps.
Following registration you will be provided with a registration key by email, enter the key to continue.
Add the required users.
Set up a shared network folder in the client for the NAV Templates, use the location specified earlier in the install.
Leave Network Archiving off as you will configure archiving settings in NAV later in the install.
Zetadocs Client
Start the Zetadocs Client, if using Active Directory licensing, Zetadocs should locate the license automatically,
otherwise, go to Tools> Options> Licensing and enter the path to the network folder containing the Zetadocs
license.
Restart the client if necessary, you can confirm that you are successful if the splash screen shows the Automation
tag beside the number of users.
Please refer to the Zetadocs Client Help for further information on configuring the Zetadocs Client.
2. Zetadocs SharePoint Extensions
The Zetadocs SharePoint extensions are added to your SharePoint site to enable Zetadocs to archive documents
with an array of metadata. The data allows Zetadocs to identify and associate documents in SharePoint with NAV