Zetadocs for Microsoft Dynamics NAV Installation Guide Version history Version: 5.0 International with the Platform Feature Pack Published: 5th December 2012 Equisys plc Equisys Inc Equisys House 32 Southwark Bridge Road London SE1 9EU United Kingdom 30,000 Mill Creek Avenue Suite 335 Alpharetta GA 30022 USA Tel + 44 (0)20 7203 4000 Fax +44 (0)20 7203 4005 Tel +1 (770) 772 7201 Fax +1 (770) 442 5789 www.equisys.com Contact: Equisys Technical Support, support@equisys.
Zetadocs for NAV Installation Guide 1. Installation Overview The document contains a brief set of instructions on how to install Zetadocs for NAV. Due to the highly flexible nature of what can be achieved with Zetadocs and NAV the remainder of the guide covers specific modifications you can implement to achieve your customer requirements. Essentials Setup Pages 5--25 By carrying out the five steps below you will have created a working Capture and Delivery Essentials system.
Zetadocs for NAV Installation Guide 1.1 Identifying the Required Installation Elements Zetadocs can aid your document handling in a variety of ways depending on the modules you are installing. Several of these modules share core components of Zetadocs with others and as such those installing Capture Essentials will be installing several components from throughout this guide.
Zetadocs for NAV Installation Guide Essentials Setup This section of the guide covers the setup of the Zetadocs Essentials features which make up the core components of Zetadocs for NAV. These components are largely common across Delivery and Capture Essentials with any required deviations for each type of install clearly labelled.
Zetadocs for NAV Installation Guide 2. Zetadocs NAV Client Contents Installing Zetadocs for NAV Client Install Zetadocs for NAV Help Files Configuring Zetadocs Licensing 2.1 Installing Zetadocs for NAV Client Zetadocs for NAV needs to be installed onto the server as well as any intended client machines. Platform Specific Steps: Please see the additional information available via the links below if you are installing on these platforms.
Zetadocs for NAV Installation Guide This should be copied from your product download from the folder corresponding to your version of NAV: \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\Service\ENG Substitute ENG for the language pertinent to the install e.g. ENU for US systems.
Zetadocs for NAV Installation Guide 3. Zetadocs SharePoint Extensions Contents Prerequisites Adding the Zetadocs SharePoint Extensions Zetadocs Workflows 3.1 Prerequisites The Zetadocs SharePoint Extensions will only install successfully on a machine that is running the following versions of SharePoint.
Zetadocs for NAV Installation Guide 4. NAV Objects and Interfaces This section details how to import the objects and interfaces used by Zetadocs. Contents Creating a test NAV system Backing up the existing NAV Objects Importing the Zetadocs for NAV Objects Zetadocs Interface Modification Tool Importing the Language Module 4.1 Pre-requisites Zetadocs for NAV Client must be installed on the system where you intend to import the NAV objects.
Zetadocs for NAV Installation Guide Open the NAV Development Environment (Classic Client) and open the relevant database. Open the object designer and import the relevant fob file by selecting FileImport. Browse to your download and navigate to Zetadocs NAV Server Components\ folder Choose the object file relevant to your NAV version e.g. for a NAV 2013 system \Zetadocs NAV Server Components\Zetadocs for NAV Objects – NAV7.00.fob NAV Version NAV 5.00 NAV 6.01 (2009 SP1) NAV 6.10 (2009 R2) NAV 7.
Zetadocs for NAV Installation Guide The modified items are now available in the folder containing the original pages or forms file, in an XML or TXT file depending on the NAV version, with the same name as the original followed by the suffix '(modified)'. Importing the Modified Pages and Forms Reimport the pages and forms into NAV and deal with any merge and conflict messages that may appear. Compile the modified items by selecting them and pressing F11. 4.
Zetadocs for NAV Installation Guide 4.7 Role Tailored Client specific layout modifications for NAV 2013 (v7) Following are the instructions for modifying the layout of the report for use with the role tailored client. Header and Body Section The Order confirmation report is an example where the page header section is used to display header information on each page for the record. When this is the case, follow the instructions below to add the Zetadocs reference.
Zetadocs for NAV Installation Guide Click View Layout to open the report designer for the Role Tailored Client reports. Add a new text box to the body section of the report. Note: Ensure the textbox does not overlap any existing controls and put the text box at the top left of the section. If this is difficult you may need to mode existing text boxes and controls down a small bit. In general, existing text boxes have a parent listbox called list1.
Zetadocs for NAV Installation Guide 4.9 Zetadocs Sample Templates Note: This step is only required on systems using Zetadocs Delivery. Zetadocs comes with a number of sample templates which contain stationery and an email body with embedded commands, which source information from NAV on send. It is usually simpler to modify these to match your requirements than to create new ones. Browse to your product download then Zetadocs NAV Server Components\Sample Templates\.
Zetadocs for NAV Installation Guide 5.
Zetadocs for NAV Installation Guide Open the Role Tailored client and in the Navigation Pane select Departments AdministrationApplication SetupZetadocs Setup Zetadocs Report Settings. Select the report you wish to modify the settings for. Use the Document Set Name as your guide to the respective report setting. Select the Report ID field and choose your modified report from the Object list. Repeat the process for any remaining reports as required.
Zetadocs for NAV Installation Guide Select FunctionsImport Configuration Data, browse to Zetadocs NAV Server Components\Standard Configuration Data Pick 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 select Import. Figure 2 – Zetadocs General Settings Form A pair of warning messages will appear, select Yes to continue.
Zetadocs for NAV Installation Guide Open the Zetadocs Report Settings Card Use the lookup and select the report you wish to modify the settings for. Use the Document Set Name as your guide to the respective report setting. Select the Report ID field and choose your modified report from the Object list. Repeat the process for any remaining reports as required. Properties: A report can only be associated with one Zetadocs Document Set.
Zetadocs for NAV Installation Guide Roles ZETADOCS - grants access to the standard Zetadocs forms and tables and allows you to use Zetadocs for NAV. ZETADOCS ADMIN - grants the user the ability to adjust the setup of the system in more fundamental ways and should be reserved to administrators only. Select Administration Application Setup Company Setup Data Migration. The Migration Overview form will appear, select Functions and then Import from XML.
Zetadocs for NAV Installation Guide 6. Capture Essentials Setup The Zetadocs Server is simple to install but completing the Zetadocs Capture Essentials setup does require a number of the other steps of the Zetadocs for Microsoft Dynamics installation to have been completed. We recommend that you complete all previous elements of the install you require before attempting to install the Zetadocs Server.
Zetadocs for NAV Installation Guide Figure 4 - Abbyy FineReader License Manager Click the Add new... button and then add your Abbyy license number and click Add. The Abbyy FineReader Activation Wizard will appear for you to activate your product. Activation methods: Via the Internet - Activation is carried out automatically and takes only a few seconds. An Internet connection is required for this type of activation.
Zetadocs for NAV Installation Guide PAGE 22Zetadocs for NAV Installation Guide true false 4. StellentBypassPDF Option This option causes the Zetadocs Server to bypass pdf files added to the conversion folder. They are instead simply copied to the converted folder, which can result in the Server operating more quickly on a given batch of documents. Note: The PDF files may not be in the specific PDF/A format generated by the Server.
Zetadocs for NAV Installation Guide Where “Value” is a positive number, note this field cannot be left blank. For those not using page interval splitting we recommend adding the value 1, this will be ignored unless the BatchScanSplitType has been set to PageInterval. 8. Barcode Settings Note: Non Capture Plus users should leave this value set to false.
Zetadocs for NAV Installation Guide Restarting the Zetadocs Server Once you have detailed the location of the Zetadocs Server you need to restart the conversion service. Go to StartRun, then enter Services.msc Scroll to Zetadocs Document Converter and right click on it and select Restart. 6.3 The Sales and Purchase Document Queues Zetadocs comes with two Document Queues setup a standard, a Sales and a Purchase Document Queue.
Zetadocs for NAV Installation Guide Name: The name of the Document Queue. Path: The location of the document queue folder you created e.g. \\ExampleServer\Sales Document Queue\ Archive Documents: Enables archiving of processed documents to SharePoint. Delete After Archive: Documents are to be deleted from the document queue after successful archive. Show Delete Confirmation: Determines whether a user is to be asked to confirm deletion. Auto Link Documents: Enables Auto Link functionality.
Zetadocs for NAV Installation Guide No.: The document Queue ID. Name: The name of the Document Queue. Path: The location of the document queue folder you created e.g. \\ExampleServer\Sales Document Queue\ Archive Document: Enables archiving of processed documents to SharePoint. Delete After Archive: Documents are to be deleted from the document queue after successful archive. Show Delete Confirmation: Determines whether a user is to be asked to confirm deletion.
Zetadocs for NAV Installation Guide Zetadocs Advanced Configuration The advanced configuration section of the guide covers the setup of some of the extra features and the modification of the standard configuration to match your requirements.
Zetadocs for NAV Installation Guide 7. Modifying the Zetadocs Standard Configuration in NAV 7 (NAV 2013) Having imported the standard configuration data you should have a basic working system at this point. It should be capable of sending reports from NAV to recipients using the standard templates included and, should you have completed the SharePoint installation, documents should also be archived to SharePoint.
Zetadocs for NAV Installation Guide Specializing Document Queues It may be advantageous to modify the standard document queue configuration to suit your requirements. You may want to remove some of the document queue actions if they will be unused or you may want to create a new queue which has only one possible action. For example, having a document queue specifically for processing quote requests will mean that there is only one action and therefore the user will not have to select the action each time.
Zetadocs for NAV Installation Guide Company Type Code: This specifies a table relation between the report record and the recipient. For example, the standard Sales Quote report is to be sent to a Customer. Therefore, we select ‘CUST’ for the Company Type Code from the Company Type Code List. Company No. Field No.: Specifies the field no. of the field in the table the report is based on where the Company No. should be taken from.
Zetadocs for NAV Installation Guide Zetadocs rules come in four levels. On printing a document to Zetadocs the rules are applied in ascending order. a. Using rules it is possible to be highly specific about the way documents are handled allowing a great deal of automation of the delivery process. Rules Levels: 1. The Default Rule – a basic rule that can be used by any Zetadocs enabled report. 2. Per Document Set – specific settings for Zetadocs enabled documents by type. 3.
Zetadocs for NAV Installation Guide 7.7 Zetadocs System Rule To access the Zetadocs System Rule Card: Open the Role Tailored client and in the Navigation Pane select Departments AdministrationApplication SetupZetadocs Setup Zetadocs System Rule List. Select the system rule you wish to review and modify to open the Zetadocs System Rule Card. General Document Set No.: Identifies the document set being used. Document Set Name: Describes the document set being used.
Zetadocs for NAV Installation Guide Delivery Use Default Contact: The radio button is by default set this setting. Use Contact: By selecting this option you can specify an alternate contact to use, by selecting the arrow you can open the Contact List enabling you to choose an alternative contact. Other: This option allows you to specify an alternate contact that is not contained within the Contact List. Delivery Method: available options are Use Customer Default, Hard Copy, E-mail and Fax.
Zetadocs for NAV Installation Guide Blanket Purchase Order ZD0004 Blanket Purchase Orders ZT00004 Sales Quote ZD0005 Sales Quotes ZT00005 Order Confirmation ZD0006 Order Confirmations ZT00006 Sales Invoice ZD0007 Sales - Invoices ZT00007 Sales Credit Memo Sales Return Order Blanket Sales Order Remittance Advice Journal ZD0008 Sales Credit Memos Sales Return Orders Blanket Sales Orders Remittance Advice - Journals ZT00008 Statements ZD0012 Statements ZT00012 Purchase Invoice Work Ord
Zetadocs for NAV Installation Guide Solution We need to make a change which affects all items sent to a particular customer, this is done by creating a level 3 customer rule. We then need to specify a level 4 rule to cover Order Confirmations. In the NAV Windows Client type Zetadocs Customer Rule in the search bar and navigate to that page. Select the Customer No. field and choose New Concepts Furniture. Select the Document Set No.
Zetadocs for NAV Installation Guide Additional Recipients The additional recipients define in the system and company rules do not override those from the lower level rule as the other settings do. They are additive. If additional recipients are added for a document set (ZD00006 – Order Confirmations for example), any document sent using that document set will be addressed to these additional recipients, along with the additional recipients set at a higher level.
Zetadocs for NAV Installation Guide 8. Modifying the Zetadocs Standard Configuration in NAV 5 and 6 Having imported the standard configuration data you should have a basic working system at this point. It should be capable of sending reports from NAV to recipients using the standard templates included and, should you have completed the SharePoint installation, documents should also be archived to SharePoint.
Zetadocs for NAV Installation Guide Licence Type: Displays the systems Zetadocs licence type. Log Level: Determines the level of information stored in the Zetadocs log file, it offers the following options.
Zetadocs for NAV Installation Guide Note: This option does not support any of the Zetadocs for NAV search features which require SharePoint integration. Folder Name Structure: Subdivides archived documents into subfolders of the SharePoint document library based on information from the sent record. You can specify up to three of these values to generate your file plan.
Zetadocs for NAV Installation Guide Archive Document Type: The Archive Document Type determines the document type the report will be stored under in SharePoint, please ensure you have created the appropriate content types in your SharePoint archive to match these settings. Default Batch Name: When a report prints a number of records to Zetadocs they are held in a batch in the Zetadocs Client.
Zetadocs for NAV Installation Guide Options Tab Show Delivery Dialog: Controls the display of the delivery dialog which allows users to override the sending rule result for a single report send. For example, the recipient email address. Show Batch Delivery Dialog: Controls the display of the batch delivery dialog which allows users to override the sending rule results for a batch of reports. This can be useful to allow users to fix any sending rule result errors.
Zetadocs for NAV Installation Guide Figure 10 - Zetadocs Template Card 8.6 Understanding Zetadocs Rules Before we discuss the Zetadocs Rule setup we need to outline how the rules operate. When printing a Zetadocs enabled report, Zetadocs analyses each selected record in turn against the Zetadocs Rules. A rule is a collection of specific settings which are applied when sending a document with specific properties.
Zetadocs for NAV Installation Guide Sales Orders via email (Lv3 and Lv4 rules). On selecting Print on the Sales Order card they are asked to filter to the desired records, on pressing Print again each record in the print job will be processed in turn. On processing the Zetadocs rule settings are interrogated to determine the delivery information to associate with each record.
Zetadocs for NAV Installation Guide Figure 11 - Zetadocs System Rule Card – General Tab Form Fields General Tab Document Set No.: Identifies the document set being used. Document Set Name: Describes the document set being used. Template ID: Allows you to specify an alternate template to use when using this rule. Template Name: Displays the selected template name.
Zetadocs for NAV Installation Guide Figure 12 - Zetadocs Customer Rule Card – General Tab General Tab Customer No.: Allows you to identify the customer, by selecting the arrow you can select them from the Customer List. Customer Name: This field is populated when you select the Customer No. Document Set No.: Selecting the arrow in this field opens the Zetadocs Document Set List from which you can select the document set. Document Set Name: This field is populated when you select the Zd Document Set No.
Zetadocs for NAV Installation Guide message is sent and where it is archived. Each Zetadocs Document Set can have a separate definition of these sending settings. Zetadocs for NAV also has Company Rules, these are the Zetadocs Customer Rules and the Zetadocs Vendor Rules which add another level of control. The sending rules are best explained as a set of override rule definitions.
Zetadocs for NAV Installation Guide Advice Journal Advice - Journals Statements ZD0012 Statements ZT00012 Purchase Invoice Work Order Purchase Credit Memo ZD0013 Purchase Invoice Work Orders Purchase Credit Memo ZT00013 ZD0014 ZD0015 Advice Journal Template ZD- Statements Template ZD-Sales Invoice Template ZT00014 ZT00015 Email Email Email Email Let’s look at an example of Zetadocs Rules and their configuration in action.
Zetadocs for NAV Installation Guide The level 2 rule details shown below will apply to all documents with the document set Order Confirmation, meaning that any Order Confirmation document will be sent using the ZD- Order Confirmation Template whilst the others will use the level 1 rule and thus the default template.
Zetadocs for NAV Installation Guide Figure 15 - Level 3 rule shown on Customer Rule Card The Level 4 Rule – per Customer per Document Set Requirement The previous level 3 rule will now send all documents to Belinda Newman, but there was also a requirement for Order Confirmations to go John Emory by fax. Solution We need to make a change which affects all items sent using the Document set Order Confirmation and to a particular customer, this is done by creating a level 4.
Zetadocs for NAV Installation Guide Figure 16 - Level 4 rule shown in the Customer Rule List Starting from the top then, the internal processing determines the send settings by building the results from the lower level rules up. Assume we are sending an order confirmation and it uses the document set ZD00006 – Orders Confirmations.
Zetadocs for NAV Installation Guide 9. Using Document Templates Zetadocs for NAV has a number of preconfigured document templates included within it to make setting up a system quicker and easier. These templates contain Zetadocs stationery and a message body which have been deliberately constructed to provide a starting point from which to build and customize your system.
Zetadocs for NAV Installation Guide Figure 17 – Opening the Document Template Wizard 9.2 Template Wizard - Adding an attachment to a template The preconfigured templates supplied do not come with an attachment included as this would make them unusable ’out of the box’ as such if you require attachments to be sent along with your business documents then please follow the steps below. Any file that you use on a regular basis can be stored as an attachment file for ease of use.
Zetadocs for NAV Installation Guide Adding company stationery to the Zetadocs client To add your stationery to the Zetadocs Client simply open your existing company stationery and print it selecting the Zetadocs PDF printer using the steps below. Open your stationery in Word or another suitable application. The standard stationery has been provided to you in Word format in the templates folders as well, so you can adjust and print that if desired.
Zetadocs for NAV Installation Guide 9.4 Adjusting the Email message The preconfigured templates contain an email message populated with dynamics field data from NAV and static text generically phrased to allow them to be applicable in a number of situations. The messages, like the one shown below, work with NAV to automatically create a personalised message that contains contact details, names, order numbers and organization names.
Zetadocs for NAV Installation Guide Figure 19 - Document Template Wizard – Email Message Body To adjust the email message you need to view the template in the Zetadocs Client using the document template wizard. To open the document template wizard for a particular template follow the steps in section 9.1.
Zetadocs for NAV Installation Guide Zetadocs for NAV SDK Chapters SDK Primer Zetadocs Capture Plus Zetadocs Delivery Plus This edition 5th December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights reserved Page 56
Zetadocs for NAV Installation Guide 10. SDK Primer The Zetadocs for NAV SDK is made up of two parts, Zetadocs Capture Plus and Zetadocs Delivery Plus. It was created to allow NAV developers to further customize the Zetadocs for NAV features to meet bespoke requirements. With the SDK it is easy to leverage the core features of Zetadocs for NAV, Delivery and Capture, to provide complex, high value business processes that are fully integrated into NAV.
Zetadocs for NAV Installation Guide 4. Finally, having processed the developer modifications, the Zetadocs Core codeunits call outside of NAV to use the Zetadocs for NAV Client components to complete the functionality. Zetadocs Code codeunits Zetadocs Integration 2. CAPTURE & SEND 1. Interfaces Interface Zetadocs Customization Zetadocs Settings Tables 3. 4.
Zetadocs for NAV Installation Guide Capture Plus Setup Chapters Zetadocs Capture Plus Enabling Barcode Support Automation using Extracted Text This edition 5th December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights reserved Page 59
Zetadocs for NAV Installation Guide Zetadocs Capture Plus 11. Note: The following sections of the installation guide cover the installation and setup of the features provided as part of the Zetadocs for NAV Capture Plus module. These changes can only be made by those with the Zetadocs Capture Plus SDK which requires Capture Plus module licence from Equisys.
Zetadocs for NAV Installation Guide Zetadocs Capture Customize codeunit o This codeunit has functions called by the Zetadocs Core codeunits to allow the developer to implement custom queues and bespoke business logic. 11.2 Process Flow The processing flow follows the standard Zetadocs for NAV SDK pattern. Zetadocs Capture Integration Zetadocs Capture codeunits Document Queue U CAPTURE CORE PROCESSING 1. 2. Zetadocs Capture Customization Zetadocs Settings Tables 1. 3.
Zetadocs for NAV Installation Guide This section will take you through the setup of each of the following: Zetadocs Server Custom Document Queues Barcode support Adding Document Queues to a Role Center 11.5 Zetadocs Server Install Installing the Zetadocs Server for use as part of the Capture Plus solution is no different to a standard Capture Essential installation.
Zetadocs for NAV Installation Guide o For NAV 5 and 6 select AdministrationApplication SetupZetadocs SetupZetadocs Document Queue Setup. Create a new queue record noting the No. allocated. Enter the rest of the details as shown below. Note that the Caption added here will be displayed to the user when processing in the document queue and so it should give sufficient information to the user about the action. However, when there is only one action it is performed by default.
Zetadocs for NAV Installation Guide 11.8 Adding Document Queues to a Role Centre Overview The NAV role tailored client is designed around a user’s role and each role has its own Role Centre. This is the ideal place to show information about the Zetadocs document queues, as each one is a queue of documents that needs processing.
Zetadocs for NAV Installation Guide 11.9 Modify record forms for archive search and retrieval To allow a user to search, retrieve and view captured documents from a NAV record form it is necessary to modify the form to provide a menu item that will do the search. For example the Posted Sales Shipment record form would be modified to add a Zetadocs Archive item on the Shipment menu, as below.
Zetadocs for NAV Installation Guide Add permissions to codeunit Test document archiving The following sections provide more detail on each step. Write code in the GetLink function For each action that is defined for the Archive button, you need to write some code in the function GetLink, to carry out that action in NAV.
Zetadocs for NAV Installation Guide // if the user selected a record use a RecordRef to get the RecordID for the record // and modify the ZdLinkResult record to include it RecRef.GETTABLE(SalesShipmentRec); ZdLinkResult."Record ID" := RecRef.RECORDID; END ELSE BEGIN // if the user cancelled, set the cancel flag in ZdLinkResult to true ZdLinkResult.Cancel := TRUE; END; // Call MODIFY to save the changes to the record ZdLinkResult.
Zetadocs for NAV Installation Guide BEGIN CASE RecRef.NUMBER OF 110: // Sales Shipment Header Table BEGIN // First fill in the record type ZdArchiveMetadata.INIT; ZdArchiveMetadata.Name := 'ZetadocsRecordType'; ZdArchiveMetadata.Value := 'Posted Sales Shipment'; ZdArchiveMetadata.Type := ZdArchiveMetadata.Type::STRING; ZdArchiveMetadata.INSERT; // Field 3- "No." fRef := RecRef.FIELD(3); ZdArchiveMetadata.INIT; ZdArchiveMetadata.Name := 'RECORDNUMBER'; ZdArchiveMetadata.Value := fRef.
Zetadocs for NAV Installation Guide Browse to the SharePoint library and check that the document has been archived successfully in the correct location. View the document properties in SharePoint and check these are as expected. Check the Zetadocs Archive option from the record form finds the archived document in SharePoint. (Finally, when you have completed your testing delete any test documents from the SharePoint archive.
Zetadocs for NAV Installation Guide 12. Enabling Barcode Support Zetadocs supports the addition of barcodes to reports printed from NAV using a barcode font to print unique information about an NAV object. This places a barcode into the report output, which can be used in a number of manners. For example, with documents like invoices or sign off sheets which are distributed from NAV before being signed or filled in and returned.
Zetadocs for NAV Installation Guide o Use of the barcode to identify and process the document requires customization work by the VAR using the Zetadocs for NAV Capture SDK, as described below. Note: This method works for most reports; however, due to the customizable nature of reports it may not fit all reports exactly. Therefore, the location of where to insert the code below may need to vary but the code will remain the same.
Zetadocs for NAV Installation Guide 12.3 Adding code to the GetLinkDisplayString function Zetadocs calls the function GetLinkDisplayString to allow you to return a suitable text string to be displayed in the document queue form. If no value is returned by this function, then the display will default to the barcode text for the first barcode found in the captured document. If the document contains multiple barcodes, these will be represented as multiple records in the table.
Zetadocs for NAV Installation Guide IF (STRLEN(info) > 4) AND (COPYSTR(info, 1, 4) = 'SHIP') THEN BEGIN info := STRSUBSTNO(strSalesShipment, COPYSTR(info, 5)); END; The code then detects that our barcode starts with SHIP and acts accordingly. Adding additional IF statements for other reports If then you wanted to add barcode support to another report then you would need to modify the report as per the steps in section 12.2 adding the SourceExpr value shown below.
Zetadocs for NAV Installation Guide PROCEDURE GetAutoLink@1000000006(ZdArchiveContext@1000000002 : Record 9009992;VAR ZdLinkResult@1000000001 : Record 9009997;ZdControlFile@1000000000 : Text[250];VAR ZdDocQueueBarcodes@1000000003 : Record 9009995); VAR msgNoBarcodes@1000000005 : TextConst 'DAN=Auto linking failed. No barcodes were detected on the document.;DEU=Auto linking failed. No barcodes were detected on the document.;ENU=Auto linking failed. No barcodes were detected on the document.
Zetadocs for NAV Installation Guide Modified IF Statement for the Sales Invoice // If the barcode starts with SINV it means it is a Sales Invoice. // The barcode will be in the format SINV000000, where 000000 is the Sales Invoice number IF (STRLEN(barcodeVal) > 4) AND (COPYSTR(barcodeVal, 1, 4) = 'SINV') THEN BEGIN ShipmentRec.RESET; ShipmentRec."No." := COPYSTR(barcodeVal, 5); // If we can find the record that the barcode refers to IF ShipmentRec.
Zetadocs for NAV Installation Guide Parameter Type Sub-type Archive Settings Read/Write Description you to modify properties of the archive action such as whether to archive and the archive location. PostArchive Zetadocs calls the PostArchive function to inform you of the archiving result and to allow you to implement workflow based on that information.
Zetadocs for NAV Installation Guide Zetadocs Doc. Queue No. : Foreign Key to Zetadocs Document Queue table to allow you to know from which document queue the Link function has been called. Menu Code ID: Foreign Key to Zetadocs Document Queue Menu Item No. table to allow you to know which menu item had been selected by the user. Blank if used with GetAutoLink function. UIEnabled: Indicates whether UI (User Interface) dialogs should be shown or suppressed.
Zetadocs for NAV Installation Guide Error: Indicates to Zetadocs whether an error occurred during the function. Error Description: A description of the error that occurred. Stop Batch Processing: Used only when auto linking where this Boolean indicates whether batch processing should stop or continue. Additional Param: Additional parameter to allow extra data to be passed between Zetadocs functions.
Zetadocs for NAV Installation Guide Zetadocs Doc. Q. Item Barcode Figure 30 - Zetadocs Doc. Q. Item Barcode Table The Zetadocs Doc. Q. Item Barcode table has the following fields: No.: Table record entry - please ignore Value: The barcode expressed as a string Page: The page number the barcode was on Zetadocs Link Result Figure 31 - Zetadocs Link Result Table The Zetadocs Link Result table has the following fields: No.
Zetadocs for NAV Installation Guide 13. Automation using Extracted Text Now that we have covered how you can use barcodes to automate some of your processes, we are going to demonstrate how text extraction on document capture can be used to add yet further automation. This section will deal with how to extract the text from a captured document and then an example of how this can be used to automate processes. 13.
Zetadocs for NAV Installation Guide true Accessing the extracted text file from NAV Once you have enabled the text extraction in the Zetadocs Server you will need to implement parsing of the text file in NAV. This is done using the Zetadocs Capture Customize codeunit. In the Zetadocs- Capture Customize codeunit trigger GetAutoLink() the path to the control file for queue items is available as the ZdControlFile :Text[250] parameter.
Zetadocs for NAV Installation Guide file.WRITEMODE(FALSE); // If we can't open the file, just return false as we cannot match a value IF NOT file.OPEN(FilePath) THEN BEGIN EXIT(FALSE); END; // Cycle through all lines in the file until we find te value we were // looking for or // we reach the end of the file REPEAT // Read each line at a time IF file.
Zetadocs for NAV Installation Guide // Make sure there are records to search through IF Orders.FIND('-') THEN BEGIN //Loop through records until we find a matching one or reach the end REPEAT // Check if the order number can be found in the file // NOTE: For this example we have changed the orders number //series so order numbers will look like: // "PO-00001" This should be unique in the file so we don't get //false matches IF IsValueInFile( Orders."No.", ZdUtilities.
Zetadocs for NAV Installation Guide Adjusting the PostArchive Function Next we need to add some extra code into the PostArchive function to send the Purchase Approval for a given item. Again this code needs to be pasted around the existing code. PostArchive (…) { // Check if the archive was successful IF NOT ( ZdArchiveResult."Archive Document" AND ZdArchiveResult."Archive Succeeded") THEN BEGIN EXIT; END; // Check this is the purchase invoice document queue IF ZdArchiveContext."Zetadocs Doc. Queue No.
Zetadocs for NAV Installation Guide { ... << EXISTING CODE HERE >> ... } This should complete the setup required for the Purchase Invoices to generate an approval process, obviously the above example can be modified using different queue id’s to effect different queues and thus document types.
Zetadocs for NAV Installation Guide Delivery Plus This following sections setup of the features provided as part of the Zetadocs for NAV Delivery Plus module. Users who wish to install and utilise these features will need to purchase the appropriate licence from Equisys.
Zetadocs for NAV Installation Guide 14. Zetadocs Delivery Plus The Zetadocs for NAV Addin can be split into 2 main areas, data and processing. The installation guide dealt primarily with setting up the data that would determine our report formatting and send information when sent to the Zetadocs Client.
Zetadocs for NAV Installation Guide Zetadocs Send Codeunit NAV Report Zetadocs Send Integration Initialize Add Record Process Records 1. Zetadocs Send Customization Records 3. Zetadocs Settings Tables 4. NAV Integration Functions 2. External Components Codeunit Data Query Table Temporary Table Private Override & Metadata Functions Records (Filtered Table) Public Notation Figure 32 - Zetadocs for NAV Delivery Plus Architecture Interfacing with the Zetadocs Send Results Gen codeunit (1.
Zetadocs for NAV Installation Guide Figure 33 - Zetadocs Report Settings Resolving the Company and Contact Information (3.) This can happen in a number of ways depending on the Zetadocs Report Settings for that report. The report settings control whether the Zetadocs Send Results Gen codeunit can copy the company and contact references from a field in the record or whether it should call out to the “Zetadocs-Send Integration” codeunit for the information.
Zetadocs for NAV Installation Guide 15. Send Any Report In the installation guide earlier we saw how to configure Zetadocs for NAV to send reports from the Sales Order and Purchasing processes. We edited the NAV reports for Zetadocs for NAV and set the report settings to point at the Customer or Vendor reference for that report and the respective Contact reference.
Zetadocs for NAV Installation Guide SET NULL SET SET NULL NULL NULL NULL NULL SET SET SET/NULL Info Contact Info unless the reference in record is blank THEN Company Info using Company Reference implemented by VAR Contact Info using Contact Reference Implemented by VAR unless that reference is blank THEN Company Info using Company Reference implemented by VAR Contact Info Invalid – You must specify a company type to enable use of company field.
Zetadocs for NAV Installation Guide Figure 34 - Zetadocs Send Settings Report ID: WARNING: This is not for editing. It is here to allow the developer to determine which report is being printed in the trigger and to branch CASE or IF statements depending on its value. Batch Name: In the Zetadocs Report Settings you have the ability to specify Default Batch Name. This is the name that will be displayed in the Zetadocs Client for the report records printed to Zetadocs.
Zetadocs for NAV Installation Guide GetOutputFileName When a report is printed to Zetadocs, converted to a pdf and sent to a recipient it is desirable to be able to name that pdf file something relevant. This function is called from the AddRecord function in the Zetadocs Send Results Gen codeunit (i.e. once per report record) to allow you to specify independent file names. GetRecordNoForReport Similar to the Company No. Field No. and Contact No. Field No.
Zetadocs for NAV Installation Guide 16. Bespoke Contacts and Company Types Due to the nature of NAV system installations and the hugely customizable potential it is acceptable that some systems may or may not use the company tables 18 Customer and 23 Vendor. Similarly some systems may not use the Contact Management Module or the native NAV 5050 Contact table. These entities may have bespoke tables, this section details how Zetadocs for NAV can be integrated into such systems.
Zetadocs for NAV Installation Guide Figure 37 - Zetadocs Send Result Table Code Also update the Company No. - OnLookup trigger and Contact No. - OnLookup trigger to include the IF case for your BANK type. Update the tbContName – OnLookup trigger in the Zetadocs Delivery Form (9009966) to use the correct ContactBusinessRelation information if necessary.
Zetadocs for NAV Installation Guide Figure 38 - Zetadocs Delivery Form “tbContName” textbox Then in the Zetadocs Report Settings set the BANK Company Type for the report that has BANK recipients and set the respective Company No. Field No. and Contact No. Field No. references for the report source table.
Zetadocs for NAV Installation Guide Figure 39 - Zetadocs Send Result table - Contact No. code Modify the Contact No. – OnLookup trigger in the Zetadocs Send Result table (9009968) to use the correct ContactBusinessRelation information dependant on the Company Type Code. Update the Zetadocs Delivery Form (9009966) references to contact information to use your bespoke contact record type and correct ContactBusinessRelation information if necessary.
Zetadocs for NAV Installation Guide 17. Zetadocs-Send Customize codeunit By now you should have a good idea of what this codeunit is for. Up until now we have been exploring the internal processing and control flow of the Zetadocs for NAV Addin. By using specific settings and writing some code in the Zetadocs-Send Integration codeunit and the Zetadocs Send Result table triggers it is possible to completely integrate and customize Zetadocs for NAV into an NAV system.
Zetadocs for NAV Installation Guide Some of these fields will be familiar from having worked with the Zetadocs Company Rule used in the GetCompanyRule trigger function in the Zetadocs-Send Integration codeunit. Let’s break them up into their respective parts and get familiar with their use and how we can exploit this to implement our specific business logic and workflow. Record Fields (1 – 2) The Record ID and Record No. represent the typeless and typed references to the record we are sending.
Zetadocs for NAV Installation Guide Zetadocs Archive ID (80) This field has been deprecated in version 5.0 of Zetadocs for NAV and should be ignored. It remains for backward compatibility. For upgrade systems, please read the warning below. WARNING: This field will contain data which contains a reference for an NAV record to archived documents. It should not be edited or you risk breaking the archive search functionality of Zetadocs for NAV.
Zetadocs for NAV Installation Guide Figure 41 - Zetadocs Batch Delivery Dialog Output File Name (130) When a report is printed to Zetadocs and split into the addressable documents each document is given a name. It is desirable to be able to control the name of these documents as it will be the name of the PDF file produced and attached to emails as well as archived to SharePoint. This field allows you to set that document name.
Zetadocs for NAV Installation Guide Dynamic Fields Dynamic Fields are name/value pairs that can be used to pass any information to Zetadocs. The format of the command is: %%[field: , ] For Example: %%[field: salutation, Mr.] By using this in conjunction with a Zetadocs Templates you can personalize the message as follows. %%[field: salutation, Mr.] %%[field:name, McCarthy] %%[field: company, Widgets Inc.
Zetadocs for NAV Installation Guide Appendices The appendices contain advice on how to troubleshoot your system as well as details on how to perform installations which do not follow the standard pattern, such as upgrades and Terminal Services installs.
Zetadocs for NAV Installation Guide 18.Technical Information 18.1 Microsoft Dynamics NAV Compatibility This product has been developed and tested against Microsoft Dynamics NAV versions 5.0 SP1, 6.0. R2 and 7 (NAV 2013). We also support earlier version databases of NAV, when used with a version 5 SP1 client or later. Database version support starts at NAV 3.6. Some of the integrations and modifications of NAV will require a developer licence. 18.
Zetadocs for NAV Installation Guide Windows Server 2003 with Citrix Presentation Server 4.5 Platform Specific Steps: Please see the additional information available via the links below if you are installing on these platforms - Terminal Services, Group Policy. Requires Microsoft.NET Framework® version 3.5 Integrates with Microsoft Office Outlook® 2003 SP2, Microsoft Office Outlook 2007 and Microsoft Office Outlook 2010 Integrates with Lotus® Notes® V6.
Zetadocs for NAV Installation Guide 18.5 Point Solutions Zetadocs offers a range of specific point solutions to resolve specific business requirements, the setup of these are documented by Technical notes on our website. Details of these will have been provided with your licencing information. 18.
Zetadocs for NAV Installation Guide Zetadocs Capture Plus Zetadocs Capture Essentials and Express Functionality plus: Document queues with own actions (non-standard) Customisation in NAV by writing C/AL code (Run additional business logic) Automated filing using barcodes (requires additional Abbyy license) Custom metadata, file plan (site, content type, folders) 18.
Zetadocs for NAV Installation Guide 19. Zetadocs Server Information Technical Specifications Operating systems supported Windows Server 2012 (64-bit) Windows Server 2008 R2 (64-bit) Windows Server 2008 R2 with Remote Desktop Services Windows Server 2008 Standard Edition (32-bit and 64-bit) Windows Server 2008 with Windows Terminal Services Windows Server 2008 with Citrix Presentation Server 4.
Zetadocs for NAV Installation Guide TIFF (.tif, .tiff, .g3n, .g3f) DjVu (.djvu, .djv) If the ZD OCR Processor is not included files will be passed for conversion without being OCR’d, we support the following file types: Office files (v2003 and v2007) – Word and Excel (.doc, .docx, .xls, .xlsx) Rich text files (.rtf) Web pages (.html, .htm) Text files (.txt) Email messages (.msg format is recommended as htm format doesn’t include attachments) Email message conversion of .
Zetadocs for NAV Installation Guide The Zetadocs Server processes the batch and submits the split documents to your Document Queue using the specified splitting method, these are: Page Interval - The Zetadocs Server splits the batch of documents using a constant page interval which can be configured, e.g. resulting in the batch being split every 4 pages. Barcode - The Zetadocs Server reads the document and splits it on detecting a barcode.
Zetadocs for NAV Installation Guide Testing Zetadocs Delivery and Capture Essentials 20. Now that you have successfully completed the install of the Zetadocs Delivery and Capture Essentials features it is recommended that you test them to ensure that these features operate as expected. For those customers also installing the Delivery Plus or Captures features we would recommend you perform some of these tests to validate your install thus far.
Zetadocs for NAV Installation Guide Figure 42 - System Rule Invoice Select the Sales and Marketing option in the Navigation pane. Open the Order Processing section and select Orders, or search for it in the NAV 2013 Windows Client. Select a suitable order record and select Print Order Confirmation. The usual print dialog will appear, select Print.
Zetadocs for NAV Installation Guide Level 2 Rule Test – Batch Send Open the Order Processing section and select Orders. Select a suitable order record and select Print Order Confirmation. Select a suitable rage of records and select Print Order Confirmation. The usual print dialog will appear, select Print. The Zetadocs Batch Delivery card may appear depending on your system settings, this will contain all of the delivery details according to your current rule setup.
Zetadocs for NAV Installation Guide Level 4 Rule Test Go to the Customer Card and select a customer with an order (or one you are able to create one for). Click the Customer Button and select Zetadocs Rules. The Zetadocs Customer Rule Card will open. Set the Document Set No. to the document set you wish to modify or create a rule for. Modify the settings on the form as desired.
Zetadocs for NAV Installation Guide Form No.
Zetadocs for NAV Installation Guide 20.3 Testing Capture Essentials Features If you have installed the Capture Essentials features throughout this guide you will have added a Documents FactBox to several of your NAV systems pages in the Role Tailored Client. This will enable you to drag and drop items into your SharePoint Archive linking them to the document currently displayed within NAV. To test that these are operating as expected you need to do the following.
Zetadocs for NAV Installation Guide Check Delete Select an entry in the Zetadocs Document Queue and click ItemDelete. Ensure that the document is removed from the Queue and also that it successfully deletes the file from the Zetadocs Document Queue network folder location. 20.5 Creating Documents using the Sales and Purchase Document Queues The Sales and Purchase Document Queues have the capacity to generate a number of different documents within NAV.
Zetadocs for NAV Installation Guide 21. Testing Delivery and Capture Plus You may wish to test on a mixture of the NAV classic and Role Tailored Clients as required by the systems specifications to ensure all functionality operates as expected. 21.1 Creating Documents using the Custom Document Queues The Custom Document Queues have the capacity to generate a number of different documents within NAV based solely upon the requirements of the system.
Zetadocs for NAV Installation Guide Manual Modification of the NAV pages, forms and reports 22. This section contains the steps to manually configure various elements of Zetadocs for scenarios where it is not possible to use the tools provided to modify NAV. 22.1 Role Tailored Client Sample Pages Import Note: This section should only be performed on systems utilising the Role Tailored client.
Zetadocs for NAV Installation Guide Change the PagepartID to Zetadocs Rel. Docs. Page Part Object ID 9041211. It should look something like the screenshots displayed below: Figure 48 – Zetadocs Properties Press F9 to display the code window. In the OnAfterGetRecord() trigger add a local variable: o Name: ZdRecRef o DataType: RecordRef In the trigger add the following code: ZdRecRef.GETTABLE(Rec); IF ZdRecRef.GET(ZdRecRef.RECORDID) THEN CurrPage.Zetadocs.FORM.SetRecordID(ZdRecRef.
Zetadocs for NAV Installation Guide Figure 49 – Customer Card with Zetadocs Rules menu item added Importing the Forms fob file Log into Microsoft NAV as a user with SUPER user permission rights to allow you to import new objects into the NAV database. Open the object designer (Shift + F12) and import the interfaces file included on your Zetadocs for NAV product download relevant to the version and language of your install. E.g. Zetadocs for NAV Form Interfaces – NAV6.10W1.
Zetadocs for NAV Installation Guide SharePoint Archiving The following changes enable display of the related document grid form which shows existing archived documents from the record in question. Adding the Zetadocs Archive menu item to the Sales Quote Card Log into Microsoft NAV as a user with SUPER user permission rights to allow you to import new objects into the NAV database. Open the object designer (Shift + F12) and select the form that needs to be modified and click the Design button.
Zetadocs for NAV Installation Guide Figure 51 – OnPush – C/AL Locals Next, add the following code into the OnPush() trigger of the menu item: RecRef.GETTABLE(Rec); ZetadocsUtilities.ShowCaptureAddinForm (RecRef.RECORDID, STRSUBSTNO('%1-%2', CurrForm.CAPTION, "No.")); Close the form designer windows. Click Yes when prompted to compile and save the changes. Repeat this process for any other required forms. 22.
Zetadocs for NAV Installation Guide Figure 52 – Documents FactBox Form Changes First of all you need to rearrange the controls on the form to allow space for the control. Add a subform into the cleared space and set the properties of the subform as follows: o Name: Zetadocs o Border: No o SubFormID: Zetadocs Capture Addin Subform Next open the form properties and set the timer interval property to 200. Add a new global variable.
Zetadocs for NAV Installation Guide ZdRecordSet := TRUE; END; Notes The Zetadocs drag drop control has a minimum size of 6000 X 6400. If your subform is smaller than this some clipping may occur. The Zetadocs drag drop control needs to take focus on form opening. The final part of code in the instructions will set the focus back to the No. field. If another field should be focused this code will need to be adjusted. 22.6 Using the Zetadocs Sample Reports Sample Reports are provided for NAV 7.
Zetadocs for NAV Installation Guide Figure 53 - Order Confirmation Report with Zetadocs Modifications This is not always the case for all reports and so you must determine the record you want to link to and the dataitem that is constitutes the main print output loop of your report before adding the Zetadocs Integer dataitem and associated code. Often a report which is based on line records filtered by another record type will have different records to link to and as the main output loop.
Zetadocs for NAV Installation Guide Select an empty row on the report and press F9 to view the report code. Enter the following code after any existing code in the OnPreReport trigger: ZdSend.Initialize(CurrReport.OBJECTID(FALSE), CurrReport.PREVIEW); Enter the following code after any existing code in the OnPostReport trigger: ZdSend.
Zetadocs for NAV Installation Guide Create a new document library on the site. Open the Document Library settings Advanced Settings. Set Allow management of content types option to Yes. Return to the Document Library settings and select Add existing content type and then Zetadocs in the Content Types section.
Zetadocs for NAV Installation Guide Adding Capture Essentials features in other areas of NAV 23. 23.1 Adding Capture Essentials Features to Forms To add Capture Essentials to a specific form you need to do the following. Open the object designer (Shift + F12) and select the form that needs to be modified and click the Design button. When the Design view opens select ViewCA/L Globals.
Zetadocs for NAV Installation Guide Next copy the following code into the bottom of both the OnAfterGetRecord and OnNewRecord triggers of the form: SetRecordID; Note that to enable the drag and drop control, focus is taken from the default field on opening of the form. If you wish to have the focus restored to the standard starting point for the user, add the following code to the bottom of the OnOpenForm trigger. CurrForm..ACTIVATE; (E.G. CurrForm.”No.”.
Zetadocs for NAV Installation Guide Figure 56 - Zetadocs line addition Select ViewCA/L Globals and select the Variable tab, create a new global variable with the values: o Name: RecRef o Type: RecordRef Click ViewC/AL Code or press F9 to open the C/AL Editor , scroll down to the OnAfterGetRecord section and enter the following: RecRef.GETTABLE(Rec); CurrPage.Zetadocs.FORM.SetRecordID(RecRef.RECORDID); The Documents FactBox can now be used in the Role Tailored Client.
Zetadocs for NAV Installation Guide 24. Troubleshooting 24.1 Troubleshooting This section provides help with resolving common problems with the system. To assist in trouble shooting problem with the Zetadocs system there are a number of log files which can help diagnose a problem or assist in getting the configuration of the system correct. NAV Logging Ensure that Logging Enabled is ticked ON in the Zetadocs System Settings Form.
Zetadocs for NAV Installation Guide SharePoint Logging The logs for Zetadocs activity on your SharePoint site can be found in the following locations: SharePoint 2007 Systems C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\LOGS\Zetadocs SharePoint 2010 Systems C:\inetpub\wwwroot\wss\VirtualDirectories\80\%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14\LOGS\Zetadocs This edition 5th December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights rese
Zetadocs for NAV Installation Guide 25. Routine Activities This section contains details on performing routine tasks and other procedures which may be required to maintain an operable system. 25.1 Operational Checklist Use these checklists periodically to record operations. Checklist: System Operation Follow the checklist to verify system operation. Completed Task Check the operation of each Zetadocs enabled NAV report. Check and verify that messages print to the Zetadocs Client successfully.
Zetadocs for NAV Installation Guide Zetadocs Setup Some features of Zetadocs for NAV involve the use of shared network folders. It is strongly recommended that only the necessary users are granted access to these folders. Examples of these are: Zetadocs Template folders, Zetadocs Document Queue folders. The Zetadocs Configuration, which contains details of enabled users, license and location of shared network folders, is stored in the domain partition of Active Directory.
Zetadocs for NAV Installation Guide Backing up the Zetadocs Document Queues To backup the document queues you need to simply locate the network folders used for your queues and copy those folders to the assigned storage location for your backup. Backing up your SharePoint System Backup of all SharePoint site and document libraries for Zetadocs for NAV are covered in a standard Microsoft SharePoint backup.
Zetadocs for NAV Installation Guide 26. Migrating to the live database At this stage the system configuration and testing of Zetadocs Delivery Essentials should be complete, if these are the only elements to be installed in your system and you have been performing these steps on a test version of your system you can now migrate it to the live database.
Zetadocs for NAV Installation Guide 27.Installing Zetadocs for NAV using Group Policy Those intending to roll out their system using Group Policy should refer to the information available here for further details.
Zetadocs for NAV Installation Guide 28. Upgrading Zetadocs Express to the full product Upgrading from Zetadocs Express requires you to do the majority of the standard install steps as the Zetadocs for NAV installers files will detect and remove any Express specific components. The only exception to this are the Page Interfaces import steps which should be skipped to ensure you keep the existing Express functionality.
Zetadocs for NAV Installation Guide 29. Uninstalling Zetadocs for NAV 29.1 Uninstallation Overview This section gives an overview of the uninstallation process. Each step is covered in more detail in the following sections of this manual. It is recommended that you follow these steps in order. Rollback of NAV Reports Uninstalling the Zetadocs for NAV Objects o Remove the Zetadocs for NAV objects and existing object modifications from within Microsoft Dynamics NAV.
Zetadocs for NAV Installation Guide Run the form and press the button. You will be prompted if you want to continue. Press Yes if you want to proceed. The Zetadocs Archive ID fields will now have been cleared. Delete the form that you just created. Importing the Backed up objects Open the Navision client and connect to/open the Navision database. Open the Object Designer (ToolObject Designer). Select Import Objects in file menu (FileImport).
Zetadocs for NAV Installation Guide Figure 57 - Add Remove Programs Open Add/Remove programs (Windows XP) or Programs and Features (Windows Vista) or other uninstallation utility relevant to the environment you are operating in. Select Zetadocs NAV Client from the program list and select uninstall. Select Zetadocs PDF from the program list and select uninstall. Select Zetadocs API Runtime from the program list and select uninstall. 29.
Zetadocs for NAV Installation Guide 29.7 Uninstalling the Zetadocs Server The Zetadocs Server converts items placed into the document queues into pdf format, to remove it follow the steps below. Open Programs and Features (Windows Server 2008) or other uninstallation utility relevant to the environment you are operating in. Select Zetadocs Server from the program list and select uninstall.
Zetadocs for NAV Installation Guide Assigning a specific icon for your pdf files in SharePoint (Optional) 30. Should you wish to assign a recognisable icon to the pdf files in your archive it is possible to have any suitable image represent your content. If you do not wish to add a specific icon simply skip the steps below and continue with the additional steps relevant to your SharePoint version. Firstly you need to locate a suitable icon to represent pdf files in your SharePoint system.
Zetadocs for NAV Installation Guide Contents 1. Installation Overview .............................................................................................. 2 1.1 1.2 1.3 Identifying the Required Installation Elements .....................................................................................3 Installation steps to be performed on the server or servers .................................................................3 Installation steps to be performed on each client machine...........
Zetadocs for NAV Installation Guide 8.1 8.2 8.3 8.4 8.5 8.6 8.7 8.8 8.9 The Zetadocs General Settings Form ..................................................................................................37 Zetadocs Document Queue Form ........................................................................................................38 Zetadocs Delivery Settings Form.........................................................................................................38 Zetadocs Report Settings ..
Zetadocs for NAV Installation Guide 18. Technical Information ......................................................................................... 104 18.1 18.2 18.3 18.4 18.5 18.6 18.7 Microsoft Dynamics NAV Compatibility ............................................................................................. 104 Installation Pack Contents ................................................................................................................ 104 Technical Specifications .............
Zetadocs for NAV Installation Guide 29.7 Uninstalling the Zetadocs Server ...................................................................................................... 143 30. Assigning a specific icon for your pdf files in SharePoint (Optional) ..................
