Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
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20. Testing Zetadocs Delivery and Capture
Essentials
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. Further testing instructions are provided later to cover this extra
Advanced functionality following their install.
Contents
Testing Delivery Essentials
Testing Optional Delivery Features
Testing Capture Essentials Features
Continuing the Installation
20.1 Testing Delivery Essentials
Your system should by this stage have the core delivery functionality successfully installed and configured,
as well as potentially having some optional archiving features. Instructions on testing both features are
below.
Zetadocs for NAV Document Delivery
The test scenarios below will demonstrate how to test delivery of the Sales Order report under a number of
different rule configurations.
Zetadocs Rules
Zetadocs enables you to precisely control how your documents are configured using our system of delivery
Rules, these work on four 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. Per Company – specific settings for Zetadocs enabled documents by company.
4. Per Company, per Document Set – specific settings applied to specific document types when sent
to a specific company.
For more details on how rules and document delivery work with Zetadocs please see section 8.6
Understanding Zetadocs Rules.
Rule Testing
Rules are created by making modifications to the settings on the Zetadocs Customer/Vendor Rule Cards
and the Zetadocs System Rule Card. The standard configuration data will have created a level 1 and 2 rules
by default, so edits to these settings can simply be undone by setting the fields to their previous values.
However creating level 3 and 4 rules creates an additional level of rules, these need to be removed as usual
in NAV by pressing F4 to delete the entry.
Level 2 Rule Test – Single Send
 Select the Administration option in the Navigation pane and then Application Setup, open the
Zetadocs Setup section and select the Zetadocs System Rule Card, or search for it in the NAV 2013
Windows Client.
 Select the document set relevant to the report you are testing, the figure below shows this card, it
is used to determine how a document set is to be delivered.