Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 137
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. Otherwise please continue
installing any remaining components, there will be details on migrating these systems provided following
their install and configuration. The process is very similar to the steps taken in sections 7 and 8 save that
the configuration file that you will be importing is now configured to your requirements.
This requires a number of steps:
 Exporting the Configuration
 Exporting any Modified Forms, Tables or Reports
 Importing the Zetadocs for NAV Objects
 Importing any Modified Forms, Tables or Reports
 Importing the xml file with your configuration
26.1 Exporting the Configuration
The Zetadocs Configuration Export form will export all of the configuration data specific to Zetadocs, if you
have modified data in other tables this will not be exported.
 From the Navigation pane select the Administration option.
 From the options that appear, select Application Setup and then Zetadocs Setup.
 Select the Zetadocs Configuration Export option.
 In the window that appears select a suitable name and location for your configuration export and
click Export.
26.2 Exporting Modified Forms, Tables or Reports
 Open the Navision client and connect to/open the Navision database.
 Open the Object Designer (ToolsObject Designer).
 Click on All button in the designer menu.
 Select All objects (CTRL + A) or alternatively select those objects you wish to export.
 Select Export Objects in file menu (FileExport).
 Export objects to a suitable file e.g. Zetadocs for NAV5.0 Export.fob file.
 Keep the Zetadocs for NAV5.0 Export.fob in a safe place.
26.3 Importing Zetadocs to the Live NAV System
The steps to import the Zetadocs for NAV system to your live system are the same as those utilised earlier,
save that different files are imported. Instead of importing the config.xml file and tables/forms.fob files
straight from the Zetadocs for NAV product download you simply select the configuration xml file you
created during the export and any modified versions of your tables and forms.
 Import the Zetadocs for NAV Objects fob file created from you test system.
 Install the Page interfaces and forms as required
 Import the xml file with your configuration from the test system.
 Copy across your Zetadocs Templates.
Once you have imported the configuration you should perform a series of tests like those in chapter 18 to
ensure the system have be successfully migrated.