Installation guide

Zetadocs for NAV Installation Guide

This edition 5

December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights

reserved

Page 139

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. A Zetadocs install will update the components as required and ensure that

your existing SharePoint archive links to NAV are maintained.

Differing steps between a full install and an upgrade

 You are required to upgrade the SharePoint Extensions as per the instructions below.

 Do not carry out the Page Interfaces Importation step.

Upgrading the SharePoint Extensions

 To upgrade the Zetadocs SharePoint Extensions you need to add the Zetadocs content type to your

Site and configure the Document Library to use it.

 Log into SharePoint as a Site Collection Administrator using Internet Explorer 8 or later with

Javascript enabled.

 On the Site Actions menu, click Site Settings.

 In the Galleries section, click Solutions, if this is not available ensure you are looking at the

settings for the correct level. Use the Go to top level site settings option to achieve this.

 Click Solutions on the ribbon and then click on the Zetadocs SharePoint Extensions check box in

the table.

 Click on Deactivate under the Solutions options.

 The Solution Gallery – Deactivate Solution dialog box appears, click Deactivate.

 Click Solutions on the ribbon and then Upload Solution.

 Browse to the Zetadocs SharePoint Extensions folder of your product download and select the

Zetadocs SharePoint Extensions.wsp file. In the Upload Document dialog box, click OK.

 The Solution Gallery – Activate Solution dialog box appears, click on Activate.

 Return to the Site Settings and select Manage Site Features from the Site Actions section.

 Scroll down the list and activate the Zetadocs elements in the following order:

o Zetadocs Content Type

o Zetadocs Document Library

o Zetadocs Workflow (Note: Do not activate this item if using Office 365 Small Business)