Installation guide

9Essentials Installation
© 2013 Equisys Ltd
4. Importing the Configuration File
Zetadocs comes equipped with a standard configuration file which you must import, as it populates NAV with the
base settings Zetadocs requires, once you have completed the import you should have a basic working Delivery
Essentials system.
Importing the Language Module
Note: Only required on non English systems
In the object designer select the All view.
Then using a table filter Version = EQ* to list all the Zetadocs objects.
Select all the highlighted objects and click Tools > Language module > Import.
Browse to the Zetadocs NAV Server Components\Language Modules\ folder of your product download.
Import the language module for your region and version of NAV e.g. for a Dutch NAV 2013 system this would be
the Zetadocs for NAV Language Module – NAV7.00NL.flm.
Importing the Zetadocs Standard Configuration Data
NAV 2013
Open the Windows Client and in the Navigation Pane select Departments > Administration > Application
Setup > Zetadocs Setup > Zetadocs General Settings.
A message may appear informing you that the Windows Client needs permission to run the
Zetadocs.ExternalUtilities.ZdAutomationFactory, select Always Allow and then OK.
Next select Actions and then Import Configuration Data.
On the import dialog, provide a path to the templates should you be using a location other than the default.
NAV 2009
Right click on the Navigation Pane and select Refresh or close and then open NAV to update the menusuite with
the changes imported earlier.
Select Administration > Application Setup > Zetadocs Setup.
Run the Zetadocs General Settings Form.
Select Functions > Import Configuration Data.
Common Steps
Browse to Zetadocs NAV Server Components\Standard Configuration Data folder of your product download.
Select the relevant xml file, e.g. for English it would be \Zetadocs NAV Server Components\Standard Configuration
Data\Zetadocs for NAV Configuration – English.xml and Import it.
A pair of warning messages will appear, select Yes to continue.
NAV 2013 users should click Import on the Home tab. You will be asked to confirm that you wish to import the
data, as it will overwrite any existing data in these tables.
If you are using SharePoint archiving ensure the Archiving Enabled checkbox has been selected before inputting
the SharePoint site or site collection address as required. This is the bold section shown here: https://
equisys.SharePoint.com/sites/MicrosoftDynamics/default.aspx.
Note: You can click the button located at the end of the SharePoint Site field to verify it.
Next enter the Archive Library, the default value is Zetadocs.
Set the library Folder Name Structure, this subdivides archived documents into subfolders in the SharePoint
document library based on information from the sent record.
You have three levels to work with and can choose the following options:
o COMPANY – The recipient NAV Customer name. e.g. Cronus Inc
o DATE – The Date with a format specified by the Date Folder Naming property below. e.g. 30/03/2013
o DOCTYPE – The Document Type as specified for the current Zetadocs Document Set, or its override in the