Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 16
 Select FunctionsImport Configuration Data, browse to Zetadocs NAV Server
Components\Standard Configuration Data
 Pick 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 Import.
Figure 2 – Zetadocs General Settings Form
 A pair of warning messages will appear, select Yes to continue.
 If you are using SharePoint archiving review the Archiving tab 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.
 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.
5.6 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.
 Select the Administration Zetadocs Setup, then Advanced Settings.