Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 135
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. Optionally this configuration can be
stored on a network share; it is also strongly recommended that only the necessary users are granted
access to this folder.
SharePoint Security
If integrating with Microsoft SharePoint as a document archive, consideration should be made as to the
access permissions of users to view potentially sensitive archived information. For general security
recommendations for Microsoft SharePoint Server please refer to Microsoft documentation. Some
information on security hardening can be found here http://technet.microsoft.com/en-
us/library/cc262849.aspx .
From Zetadocs for NAV, rules can be setup to change the archive location of documents dependant on type
and writing some code in the Zetadocs-Customization codeunit, per record archive locations can be set
dependant on content. For this reason it is recommended to consider access permissions when creating the
Zetadocs System Rules.
25.3 Performing a Zetadocs for NAV Backup
This section describes how to perform backups of a Zetadocs for Microsoft Dynamics NAV system. This
enables you to safeguard your organizations information resources by holding extra copies in secure
locations and enables you to restore your systems following problems with the original data.
How Zetadocs for NAV Backup integrates with NAV Backup
Zetadocs for NAV has additional tables contained within NAV which when NAV is fully backed up will also be
included within the backup meaning that there is no additional overhead in performing the standard
operation. There are however elements to Zetadocs for NAV which exist separately from NAV which will
require additional steps to include in a complete backup.
Document Queues – The Zetadocs Document Queues are centralized folders for processing documents
from, in essence a virtual in tray. The Zetadocs Document Queues operates by accessing a shared network
folders which contains documents received by NAV via email, fax or scanned from hard copy sources. As the
folder is not part of NAV it will not be backed up during an NAV backup as such it is desirable to backup the
network folders separately.
SharePoint Archive – If the archiving options in Zetadocs have been configured to archive documents into a
SharePoint archive then this to would need to be backed up separately as well to ensure that the record of
processed documents is not lost. The backup of this data falls under the standard backup of a SharePoint
system and therefore may be part of your existing backup procedure.
Preparations before Backing up
It is important to have a clear strategy for dealing with system backups as it is both business critical and
also a legal requirement that backups of essential business data be kept. There are obviously a number of
decisions to be made when backing up:
 Identify the data to be backed up
 Frequency and Timing of the Backup
 Storage Format
 Storage Location
Performing an NAV System Backup
To perform a backup follow the standard NAV backup instructions, a full system backup will include both
NAV and the Zetadocs elements integrated into NAV.