Installation guide

Zetadocs for NAV Installation Guide

This edition 5

December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights

reserved

Page 3

1.1 Identifying the Required Installation Elements

Zetadocs can aid your document handling in a variety of ways depending on the modules you are installing.

Several of these modules share core components of Zetadocs with others and as such those installing

Capture Essentials will be installing several components from throughout this guide. To aid you in locating

those chapters relevant to your install simply look for the coloured indicators next to the chapter headings.

Delivery Essentials Chapters Capture Essentials Chapters

Capture Plus Chapters Delivery Plus Chapters

1.2 Installation steps to be performed on the server or servers

1. Installing the Zetadocs for NAV Client

 Installation and configuration of the Zetadocs for NAV client, including licensing and

registration, enabling users and setting up shared folders.

2. Installing the Zetadocs SharePoint Extensions (Optional)

 Creation of the Zetadocs Archive Document library and installation of the required

Zetadocs components.

3. Importing the Objects and Interfaces

 Installation of the Zetadocs for NAV granules within Microsoft Dynamics NAV. Using the

NAV Object Designer to configure the required pages, forms, tables and codeunits.

4. Zetadocs for NAV Configuration

 Importing the standard configuration data.

 Adjusting standard data to fit in your requirements.

5. Installing Zetadocs Capture Essentials/Plus (Plus requires additional licence)

 Essentials: Installs the drag and drop document capture feature and the Zetadocs Server

which converts documents placed in the document queue folders into pdf format.

 Plus: Configuration of Capture Plus features as required such as OCR and Custom

document queues.

1.3 Installation steps to be performed on each client machine

6. Installing the Zetadocs for NAV Client

 Installation and licensing of the Zetadocs for NAV client.

7. Testing the Zetadocs for NAV Solution

 Verify the functionality end to end and gain customer acceptance.

Note: Those intending to install using Group Policy should first perform the server setup as usual before

viewing the instructions in section 27 Installing Zetadocs for NAV using Group Policy to roll the system out

across the subsequent client machines.