Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
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Page 28
7. Modifying the Zetadocs Standard Configuration
in NAV 7 (NAV 2013)
Having imported the standard configuration data you should have a basic working system at this point. It
should be capable of sending reports from NAV to recipients using the standard templates included and,
should you have completed the SharePoint installation, documents should also be archived to SharePoint.
This chapter covers how you modify the standard configuration data to create fulfil your specific
requirements.
The settings are contained in a number of different pages which each have a different area of focus, we will
go through each of these in turn and have provided a description of each of the fields.
7.1 The Zetadocs General Settings
The Zetadocs General Settings contains settings covering the logging level and archiving to SharePoint. To
access the Zetadocs General Settings:
 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs General Settings.
General
Version: Contains the Zetadocs version numbers, which can prove useful in gaining technical assistance.
Licence Number: Displays the systems Zetadocs licence number.
Licence Type: Displays the systems Zetadocs licence type.
Log Level: Determines the level of information stored in the Zetadocs log file, it offers the following options.
 ERROR – Only writes error information to the log
 INFO – Writes processing information such as key processing values and the error information
 WARNING – Writes out any potentially problematic states during processing and the info and error
information
 DEBUG- Writes all levels of detail for troubleshooting difficult problems, recommended only when
obtaining support or during installation and configuration
Archiving
Archiving Enabled: This option denotes whether Zetadocs will attempt to archive documents to SharePoint
during Capture or Delivery processing.
SharePoint Site: This setting should be the address of your SharePoint site collection, should you be
utilizing one. e.g. https://example.SharePoint.com/sites/yoursitecollection
Note: If you are integrating with SharePoint online then you must specify the valid https:// protocol and not
http://
Document Library: Only specify the SharePoint document library name, not the full URL.
Archive URL: Displays the full target archive library by concatenating the SharePoint Site from the Zetadocs
System Settings and the Archive Library property.
Folder Name Structure: Subdivides archived documents into subfolders of the SharePoint document library
based on information from the sent record. You can specify up to three of these values to generate your file
plan.
 COMPANY – The recipient NAV Customer name
 DATE – The Date with a format specified by the Date Folder Naming property
 DOCTYPE – The Archive Document Type as specified for the current Zetadocs Document Set, or its
override in the Zetadocs Report Settings
Date Folder Naming: 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.
7.2 Zetadocs Document Queue
The Document Queue contains a record for each of the configured document queues and is used to control
their functionality and actions. The Document Queue settings were covered earlier in this guide, please
refer to the section 6.5 Setting Document Queue Settings.