Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 62
This section will take you through the setup of each of the following:
 Zetadocs Server
 Custom Document Queues
 Barcode support
 Adding Document Queues to a Role Center
11.5 Zetadocs Server Install
Installing the Zetadocs Server for use as part of the Capture Plus solution is no different to a standard
Capture Essential installation. The only steps that are different in this example scenario will be the creation
of a Shared Network folder specifically for our custom Shipment Queue and configuring the Zetadocs Server
to point at this folder. Please refer to the sections in the chapter Capture Essentials Setup for instructions
on how to install the Zetadocs Server and adding a queue to the configuration either instead of or on top of
configuring the Sales and Purchase Queue paths add a Document Queue section for the Shipment Queue
depending on your requirement.
Summary of steps:
1. Install the Zetadocs Server
2. Create a shared network folder on the same machine and share as:
o \\*yourmachinename*\Shipment Queue
3. Configure the Zetadocs Server to point at this shared network folder as one of the queues.
11.6 Custom Document Queue Configuration in NAV
To start processing documents from a queue we need to add the queue settings to Zetadocs for NAV. Let’s
continue our example by configuring the Shipment Queue in NAV.
First you need to decide on the actions that you will implement for your queue. The action that is performed
is up to you. Obviously the typical action is to associate (often referred to as linking) the document with a
record in NAV and then to archive the document. There is potential to use the document queues as events
that will start other operations or modify NAV data tables. It is entirely up to you what you want to
implement in your actions. In this example we will implement just one linking action. To add new actions
you need to run the Zetadocs Doc. Queue Actions table from the Object Designer and enter the item.
1. Run table 9009991
2. Add a new action ID ZDSHIP and its description
Figure 22 - Creating new Document Queue Actions codes
Next you need to create a new Zetadocs Document Queue.
 Open the Zetadocs Document Queue Card
o For NAV 2013 select AdministrationApplication SetupZetadocs SetupZetadocs
Document Queue List and select the queue you wish to modify to open the card.