Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 145
Contents
1. Installation Overview .............................................................................................. 2
1.1 Identifying the Required Installation Elements .....................................................................................3
1.2 Installation steps to be performed on the server or servers .................................................................3
1.3 Installation steps to be performed on each client machine...................................................................3
2. Zetadocs NAV Client ............................................................................................... 5
2.1 Installing Zetadocs for NAV Client .........................................................................................................5
2.2 Install Zetadocs for NAV Help Files .......................................................................................................5
2.3 Configuring Zetadocs Licensing ............................................................................................................6
3. Zetadocs SharePoint Extensions ............................................................................ 7
3.1 Prerequisites ........................................................................................................................................7
3.2 Adding the Zetadocs SharePoint Extensions.........................................................................................7
3.3 Zetadocs Workflows .............................................................................................................................7
3.4 Installing the Adobe PDF IFilter on a 64-bit system ...............................................................................7
4. NAV Objects and Interfaces .................................................................................... 8
4.1 Pre-requisites .......................................................................................................................................8
4.2 Creating a test NAV system (optional) ..................................................................................................8
4.3 Backing up the existing NAV Objects ....................................................................................................8
4.4 Importing the Zetadocs for NAV Objects ...............................................................................................8
4.5 Zetadocs Interface Modification Tool ....................................................................................................9
4.6 Zetadocs Report Modification Tool ..................................................................................................... 10
4.7 Role Tailored Client specific layout modifications for NAV 2013 (v7) .................................................. 11
4.8 Role Tailored Client specific layout modifications for NAV 6 ............................................................... 11
4.9 Zetadocs Sample Templates ............................................................................................................... 13
4.10 Importing the Language Module ......................................................................................................... 13
5. Zetadocs Configuration ......................................................................................... 14
5.1 Importing the Zetadocs Standard Configuration Data on NAV 2013.................................................... 14
5.2 Updating the Zetadocs Report Settings to match your Reports .......................................................... 14
5.3 Setting NAV to run the correct reports ................................................................................................ 15
5.4 Setting up User Permissions ............................................................................................................... 15
5.5 Importing the Zetadocs Standard Configuration Data for NAV 5 and 6 ............................................... 15
5.6 Updating the Zetadocs Report Settings to match your reports ........................................................... 16
5.7 Setting NAV to run the correct reports ................................................................................................ 17
5.8 Setting up User Permissions ............................................................................................................... 17
6. Capture Essentials Setup ...................................................................................... 19
6.1 Installing the Zetadocs Server ............................................................................................................ 19
6.2 Configuring the Zetadocs Server .........................................................................................................20
6.3 The Sales and Purchase Document Queues ........................................................................................24
6.4 Create a shared network folder ...........................................................................................................24
6.5 Setting Document Queue Settings in NAV 2013 ..................................................................................24
6.6 Setting Document Queue Settings in NAV 5 and 6 ..............................................................................25
7. Modifying the Zetadocs Standard Configuration in NAV 7 (NAV 2013) .................. 28
7.1 The Zetadocs General Settings ...........................................................................................................28
7.2 Zetadocs Document Queue .................................................................................................................28
7.3 Zetadocs Delivery Settings .................................................................................................................29
7.4 Zetadocs Report Settings ....................................................................................................................29
7.5 Template Settings ...............................................................................................................................30
7.6 Understanding Zetadocs Rules ...........................................................................................................30
7.7 Zetadocs System Rule .........................................................................................................................32
7.8 Customer and Vendor Rule Card .........................................................................................................32
7.9 Zetadocs Delivery Rules ......................................................................................................................33
8. Modifying the Zetadocs Standard Configuration in NAV 5 and 6 .......................... 37