Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 134
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.
Check and verify that messages deliver successfully.
Check and verify that messages archive successfully.
Check the number of documents printed, delivered and archived match.
Check the operation of each Zetadocs enabled NAV report.
Checklist: Event Logs
Check event logs using the following checklist.
Completed
Task
Filter application and system logs on each NAV Client to see all Zetadocs errors Note
repetitive warning and error logs.
Filter application and system logs on the SharePoint server to see all Office SharePoint
search and crawl errors. Note repetitive warning and error logs
Respond to discovered failures and problems with the aid of the Troubleshooting section of
this guide.
Checklist: Check NAV and SharePoint Backups
Complete this checklist to check supporting systems backups.
Completed
Task
Ensure that the recommended minimum backup strategy - a daily online backup - is
completed.
Verify that the previous backup operation completed.
Analyze and respond to errors and warnings during the backup operation.
Follow the established procedure for tape rotation, labelling, and storage.
Verify that the transaction logs were successfully purged (if your backup type is purging
logs).
Make sure that backups complete under service level agreements (SLA).
25.2 Security Hardening
Zetadocs for NAV provides the ability to print and send NAV information and in that respect consideration
should be made as to ensuring the safety of both the information and the method of delivery. As Zetadocs
integrates with Microsoft Dynamics NAV and Microsoft Office Outlook as standard for the source and
destination of the information attention should be paid to the access permissions with NAV to particular
data. Overall best practices should be followed for the deployment of NAV and Office Outlook.
Similarly the setup and configuration forms within Zetadocs for NAV are recommended for access only by an
NAV Administrator and therefore access permission roles should be set up to this effect as with the other
areas of NAV. For general advice on Security Hardening for NAV and other general recommendations please
refer to the “Navision Security Hardening Guide” which is downloadable from
http://www.mibuso.com/dlinfo.asp?FileID=474 .