Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 7
3. Zetadocs SharePoint Extensions
Contents
Prerequisites
Adding the Zetadocs SharePoint Extensions
Zetadocs Workflows
3.1 Prerequisites
The Zetadocs SharePoint Extensions will only install successfully on a machine that is running the following
versions of SharePoint.
 Microsoft SharePoint Foundation 2010
 Microsoft SharePoint 2010
 Microsoft SharePoint Online
Before beginning the installation of the Zetadocs SharePoint Extensions you require the following
prerequisites.
 Suitable SharePoint Site or Site Collection created for your archive
 The Workflows feature under the Site Collection Features in SharePoint needs to be activated if you
intend to support Approval Workflows.
 For more information on working with SharePoint please see these resources from Microsoft.
3.2 Adding the Zetadocs SharePoint Extensions
We need to add the Zetadocs content type to our Site and later configure our Document Library to use it.
 Log into SharePoint as a Site Collection Administrator
 On the Site Actions menu, click Site Settings.
 Click Solutions, then on the ribbon select Solutions and then Upload Solution.
 Browse to the Zetadocs SharePoint Extensions folder of your product download and select the
Zetadocs SharePoint Extensions.wsp file.
 Upload it and then, click on Activate.
 Return to the Site Settings and select Manage Site Features
 Scroll down the list and activate the Zetadocs elements in the following order:
o Zetadocs Content Type
o Zetadocs Document Library
o Zetadocs Workflow (Note: Do not activate this item if using Office 365 Small Business or
SharePoint Foundation)
3.3 Zetadocs Workflows
Note: Not available on Office 365 Small Business packages and SharePoint Foundation
If you have enabled Zetadocs Workflows you must now upload a document to your document library and
start a workflow to complete the Zetadocs workflow setup.
 Go to your Zetadocs document library and select the Add document option.
 Upload a document, select it and select Workflows and then start the Zetadocs Workflow.
 Once it has been started you can either cancel or complete the approval process for the document.
To assign a specific icon for your pdf files in SharePoint see the section 30 of this guide.
3.4 Installing the Adobe PDF IFilter on a 64-bit system
For 64-bit systems please refer to the following advice:
http://www.adobe.com/support/downloads/detail.jsp?ftpID=4025