Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 147
18. Technical Information ......................................................................................... 104
18.1 Microsoft Dynamics NAV Compatibility ............................................................................................. 104
18.2 Installation Pack Contents ................................................................................................................ 104
18.3 Technical Specifications ................................................................................................................... 104
18.4 Product Variants ............................................................................................................................... 105
18.5 Point Solutions ................................................................................................................................. 106
18.6 Zetadocs NAV Licensing .................................................................................................................... 106
18.7 Archiving File plan ............................................................................................................................. 107
19. Zetadocs Server Information ............................................................................... 108
19.1 How the Zetadocs Server works ........................................................................................................ 108
20. Testing Zetadocs Delivery and Capture Essentials .............................................. 111
20.1 Testing Delivery Essentials ................................................................................................................ 111
20.2 Testing Optional Delivery Features ................................................................................................... 114
20.3 Testing Capture Essentials Features ................................................................................................. 116
20.4 Document Queues ............................................................................................................................ 116
20.5 Creating Documents using the Sales and Purchase Document Queues ............................................ 117
20.6 Continuing the Installation ............................................................................................................... 117
21. Testing Delivery and Capture Plus ....................................................................... 118
21.1 Creating Documents using the Custom Document Queues ............................................................... 118
22. Manual Modification of the NAV pages, forms and reports .................................. 119
22.1 Role Tailored Client Sample Pages Import ........................................................................................ 119
22.2 Modifying NAV Pages Manually ........................................................................................................ 119
22.3 Classic Client Sample Forms Import .................................................................................................. 120
22.4 Modifying NAV Forms Manually ........................................................................................................ 121
22.5 Adding the Drag Drop Control to a Classic Client form ...................................................................... 123
22.6 Using the Zetadocs Sample Reports ................................................................................................. 125
22.7 Manually Modifying your Existing Reports ........................................................................................ 125
22.8 Classic Client specific layout modifications ...................................................................................... 127
22.9 Creating Document Libraries for Zetadocs for NAV ........................................................................... 127
23. Adding Capture Essentials features in other areas of NAV .................................. 129
23.1 Adding Capture Essentials Features to Forms ................................................................................... 129
23.2 Adding Capture Essentials Features to pages in the Role Tailored Client ......................................... 130
24. Troubleshooting ................................................................................................. 132
24.1 Troubleshooting ............................................................................................................................... 132
25. Routine Activities ................................................................................................ 134
25.1 Operational Checklist ....................................................................................................................... 134
25.2 Security Hardening ........................................................................................................................... 134
25.3 Performing a Zetadocs for NAV Backup ............................................................................................ 135
26. Migrating to the live database ............................................................................. 137
26.1 Exporting the Configuration .............................................................................................................. 137
26.2 Exporting Modified Forms, Tables or Reports ................................................................................... 137
26.3 Importing Zetadocs to the Live NAV System ..................................................................................... 137
27. Installing Zetadocs for NAV using Group Policy .................................................. 138
28. Upgrading Zetadocs Express to the full product ................................................. 139
29. Uninstalling Zetadocs for NAV ............................................................................ 140
29.1 Uninstallation Overview .................................................................................................................... 140
29.2 Rollback of NAV Reports ................................................................................................................... 140
29.3 Removing Zetadocs for NAV Objects ................................................................................................. 140
29.4 Uninstalling the Zetadocs Client ....................................................................................................... 141
29.5 Uninstalling the Zetadocs SharePoint Extensions ............................................................................. 142
29.6 Uninstall Zetadocs for NAV Client Help Files ..................................................................................... 142