Installation guide

6 Zetadocs for NAV Essentials Installation Guide
© 2013 Equisys Ltd
Creating a copy of your NAV database
Open the NAV Development Environment (Classic Client) and open the database.
Select Tools > Backup.
Save a copy of your NAV database in a safe location.
Select File > Database > New and create a new duplicate system.
Next select Tools > Restore and select the backup database you just created.
Backing up the existing NAV Objects
In order to be able to uninstall Zetadocs for NAV software it is necessary to backup the NAV objects before installing
the Zetadocs for NAV objects.
Open the Object Designer (Tools > Object Designer).
Click on All button in the designer menu.
Select All objects and export them, File > Export.
Export the objects and store the file in a safe location.
Importing the Zetadocs for NAV Objects
Open the NAV Development Environment (Classic Client) and the relevant database.
From the object designer import the fob file by selecting File > Import.
Browse to your product download and navigate to Zetadocs NAV Server Components\ folder.
Choose the object file relevant to your NAV version.
NAV Version
Fob file to use
NAV 5.00
Zetadocs for NAV Objects – NAV5.00.fob
NAV 6.01 (2009 SP1)
Zetadocs for NAV Objects - NAV6.01.fob
NAV 6.10 (2009 R2)
Zetadocs for NAV Objects - NAV6.10.fob
NAV 7.00 (NAV2013)
Zetadocs for NAV Objects – NAV7.00.fob
Assuming there are no collisions with existing objects continue importing the objects and ensure that there have
been no compilation errors.
Note: If upgrading from Zetadocs Express there will be some collisions, and you will be presented with the NAV
Import Worksheet. Please accept the default actions and click OK to continue with the import.
Zetadocs Interface Modification Tool
Zetadocs requires several existing NAV interfaces to be modified to add Zetadocs functionality, to make this process
quicker and easier we have provided the Zetadocs Interface Modifier tool. This can update the NAV v5.x, v6.x and 7.0
objects so that they can integrate with Zetadocs, the tool will inform you if there are any issues, for example if the
objects have too extensive a set of existing customizations.
Download the Interface Modification Tool and extract it.
Open the object designer and choose the All tab,
Click on the Table Filter and add these filters to select those objects which need modifying to support Zetadocs
integration:
o Type: Form|Page, Note: Forms are not compatible with NAV 7.0 or Zetadocs Express.
o ID: 21|26|41..44|49..52|130|132|134|136|138|140|507|509|6630|6640|6650|6660
Apply the filter and review the list, systems utilising Sales reports require the customer card and likewise those
with Purchasing reports require the vendor card be included but the remaining objects can be selected based on
which you wish to add Zetadocs support for.
Select the required objects and go to File > Export and save the interfaces as an XML file (NAV 6.x) or as a TXT
file (NAV 5.x and NAV 7.0)
Open the Interface Modifier Tool and click on Load Items, specify your NAV version and language before importing
your exported Interfaces file.