Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 8
4. NAV Objects and Interfaces
This section details how to import the objects and interfaces used by Zetadocs.
Contents
Creating a test NAV system
Backing up the existing NAV Objects
Importing the Zetadocs for NAV Objects
Zetadocs Interface Modification Tool
Importing the Language Module
4.1 Pre-requisites
 Zetadocs for NAV Client must be installed on the system where you intend to import the NAV
objects.
 You have a NAV licence which allows the importation of NAV objects
 Your NAV user login has sufficient permissions to insert data into all required tables (We
recommend that you are using the NAV Administrator / SUPER user.
We recommend that you perform the importation of the NAV objects and configuration data on a duplicate
of your live database. Once happy with this setup it can be exported as an xml file which will enable you to
transfer the setup onto the live system.
Terminology
Zetadocs for NAV Objects
 This is how we define the NAV objects that we add to the database and are all within our object
range 9009959 - 9001018.
Zetadocs for NAV Interfaces
 This is how we define the existing NAV objects which we modify to integrate Zetadocs for NAV with
an existing database. This is done using our interface modification tool which automates the
changes and makes the process significantly simpler.
4.2 Creating a test NAV system (optional)
If you are not intending to setup your system in a test environment then continue from section 4.4 below
and skip section 26 on exporting and reimporting the configuration.
Creating a copy of your NAV database
 Open the NAV client and open the database in question.
 Select ToolsBackup.
 Save a copy of your NAV database in a safe location.
 Select FileDatabaseNew and create a new duplicate system.
 Next select ToolsRestore and select the backup database you just created.
You are now ready to begin importing the Zetadocs for NAV objects and Standard Configuration.
4.3 Backing up the existing NAV Objects
In order to be able to uninstall Zetadocs for NAV software it is necessary to backup the NAV objects before
installing the Zetadocs for NAV objects. Please perform the following tasks:
 Open the Object Designer (ToolsObject Designer).
 Click on All button in the designer menu.
 Select All objects and export them FileExport.
 Export objects to a Backup of Objects before Zetadocs for NAV5.0.fob file.
 Keep the Backup of Objects before Zetadocs for NAV5.0.fob in a safe place.
4.4 Importing the Zetadocs for NAV Objects
IMPORTANT: Before you import the Zetadocs for NAV objects, you must ensure that you have installed the
Zetadocs for NAV Client as a local administrator on the machine from which you intend to import the
Zetadocs for NAV objects into your NAV database.