Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 14
5. Zetadocs Configuration
Contents:
NAV 7 (2013)
Importing the Zetadocs Standard Configuration Data on NAV 2013
Updating the Zetadocs Report Settings to match your Reports
Setting NAV to run the correct reports
Setting up User Permissions
NAV 5 and 6
Importing the Zetadocs Standard Configuration Data
Updating the Zetadocs Report Settings to match your reports
Setting NAV to run the correct reports
Setting up User Permissions
The configuration steps are different in NAV 7.0 (NAV 2013) compared to the previous version as several of
the options and settings have been moved, please use the steps specific to your version of NAV.
5.1 Importing the Zetadocs Standard Configuration Data on NAV 2013
 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs General Settings.
 You may be presented with a screen informing you that the RoleTailored client needs permission to
run the Zetadocs.ExternalUtilities.ZdAutomationFactory, select Always Allow and then OK.
 Next import the Zetadocs configuration by selecting Actions and then Import Configuration Data.
 On the import dialog, provide a path to the templates should you be using a location other than the
default.
 Select the XML file path field and import the relevant xml file, e.g. for English it would be \Zetadocs
NAV Server Components\Standard Configuration Data\Zetadocs for NAV Configuration –
English.xml and select Open.
 Next select Import on the Home tab to perform the import. You will be asked to confirm that you
wish to import the data as it will overwrite any existing data in these tables.
 If you are using SharePoint archiving review the Archiving section and ensure the Archiving
Enabled Checkbox has been selected before inputting your SharePoint site or site collection
address as required. This is the bold section shown here:
https://equisys.SharePoint.com/sites/MicrosoftDynamics/default.aspx.
Note: Please do not include the specific library reference which appears at the end with its .aspx file
type. You can click the button located at the end of the SharePoint Site field to verify it.
 Next enter your Archive Library, the default value is Zetadocs. To select an alternative library name
please follow the steps detailed in section 22.9 to ensure your SharePoint site is suitably
configured.
 Set the Folder Name Structure, this subdivides archived documents into subfolders of the
SharePoint document library based on information from the sent record. You have three levels to
work with and each can contain the following options
o COMPANY – The recipient NAV Customer name
o DATE – The Date with a format specified by the Date Folder Naming property below
o DOCTYPE – The Archive Document Type as specified for the current Zetadocs Document
Set, or its override in the Zetadocs Report Settings.
 If you are using Date in the folder structure you now need to specify the Date Folder Naming. This
allows you to specify the format of the date folder structure in the SharePoint archive. E.g. YYYY-
MM-DD, DD-MM-YYYY, MM-DD-YYYY etc.
Further advice on file plan settings is available here.
5.2 Updating the Zetadocs Report Settings to match your Reports
On importing the Zetadocs Standard Configuration data you will have populated the Zetadocs Report
Settings. This data points at some blank report objects, you now need to adjust this to match your report
id’s. As such if you are not using them or you have modified some or all of the existing NAV reports you now
need to adjust the Zetadocs Report Settings accordingly to point at the correct reports.