Installation guide

5Essentials Installation
© 2013 Equisys Ltd
records as they pass through the sales and purchase processes, enabling users to access the relevant documents
quickly and easily.
Prerequisites
Microsoft SharePoint Foundation 2010/2013
Microsoft SharePoint 2010/2013
Microsoft SharePoint Online
64-bit Systems require the Adobe PDF IFilter be installed, details can be found here.
Adding the Zetadocs SharePoint Extensions
Log into SharePoint as a Site Collection Administrator.
For SharePoint 2013 systems: Select the Cog dropdown menu and choose Site Settings before selecting Solutions
in the Web Designer Galleries section.
For SharePoint 201o systems: On the Site Actions menu, click Site Settings.
For all version now click Solutions, and on the ribbon select Solutions and then Upload Solution.
Locate the Zetadocs SharePoint Extensions folder of your product download and select the Zetadocs SharePoint
Extensions.wsp file.
Upload it and then click on Activate.
Select Site Settings and then Manage Site Features.
Activate the Zetadocs elements in the following order:
o Zetadocs Content Type
o Zetadocs Document Library
o Zetadocs Workflow (Note: Do not activate this item if using Office 365 Small Business or SharePoint
Foundation)
Enabling the Zetadocs Workflows (Optional)
Zetadocs Workflow is an optional feature that enables a SharePoint document workflow for each captured
document. Zetadocs Payables Approval is designed for companies wanting to offer web based approvals of their
NAV purchase documents. If you are intending to use SharePoint based document approval you will need to enable
the Zetadocs Workflow using the steps below.
Note: Not available on Office 365 Small Business packages and SharePoint Foundation
In your Zetadocs document library select the Add document option.
Upload a document, select it and select Workflows and then start the Zetadocs Workflow.
Once it has been started you can either cancel or complete the approval process for it.
3. NAV Objects and Interfaces
This section details how to import the objects and interfaces used by Zetadocs into NAV in addition to a number of
modifications which need to be done to some existing NAV interfaces and reports. Tools are available to automate
this process as much as possible, which may not be suitable for heavily modified objects, should that be the case
manual steps are also available.
Prerequisites
Suitable NAV licence for importing NAV objects.
Logged in with sufficient permissions and developer license.
The Windows Script Control ActiveX control needs to be installed.
Creating a test NAV system
It is recommended that you perform the importation of the NAV objects and configuration data on a duplicate of
your live database, this can then be exported and transferred onto the live system once you are confident that it is
working as expected.