Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 9
 Open the NAV Development Environment (Classic Client) and open the relevant database.
 Open the object designer and import the relevant fob file by selecting FileImport.
 Browse to your download and navigate to Zetadocs NAV Server Components\ folder
 Choose the object file relevant to your NAV version e.g. for a NAV 2013 system \Zetadocs NAV
Server Components\Zetadocs for NAV Objects – NAV7.00.fob
 Assuming there are no collisions with existing objects continue importing objects and ensure that
there have been no compilation errors. If you have object collisions or compilation errors refer to
the troubleshooting section at the end of this document.
Note: If upgrading from the Zetadocs for NAV – Express Edition then there will be some collisions, you will
be presented with the NAV Import Worksheet. Please accept the default actions and click OK to continue
with the import.
4.5 Zetadocs Interface Modification Tool
The Zetadocs Interface Modifier tool updates the NAV v5.x, v6.x and 7.0 objects to facilitate Zetadocs
functionality and is recommended for most scenarios. To facilitate the setup of demo systems and new
installs, a set of NAV 6.0 R2 and 7.00 objects have been provided. If your system has unmodified interface
objects (Forms, Pages), as supplied by NAV, you can simply import the supplied fob files.
 Role Tailored Client Sample Pages Import
 Classic Client Sample Forms Import
Alternatively you can perform the modifications manually by following the steps available here:
 Modifying NAV Pages Manually
 Modifying NAV Forms Manually
Using the Zetadocs Interface Modifier Tool
We are continuing to develop the Zetadocs Interface Modification tool with lessons learned from ongoing
system installations, please see our installation notes page for access to the latest version of the tool and
any other updates relevant to your installation.
 Download the Zetadocs Interface Modifier Tool and extract it.
 Open the NAV Development Environment/Classic Client and connect to/open the NAV database.
 Selecting the items for modification by selecting each page and form requiring modification from
the list.
Should you wish to modify the standard recommended set, of SOP and POP pages and forms, Please note
Forms are not compatible with NAV 7.0 as such you should exclude Form from the filter.
o Choose the All tab when viewing the Object Designer
o Click on the Table Filter and add these filters:
 Type - Form|Page
 ID - 21|26|41..44|49..52|130|132|134|136|138|140|507|509|6630|6640|6650|6660
o Apply the filter and click OK.
 Click on FileExport. Save the pages or forms as an XML file (NAV 6.x) or as a TXT file (NAV 5.x and
NAV 7.0)
 In the tool, click on the Load Items option and choose your NAV version and language.
 Browse to the folder containing the interfaces export, any valid pages and forms will be loaded into
the table display.
 Invalid items are reported in a message dialog after the load operation has completed.
 Click Start, if there are Customer or Vendor Card pages, the tool will prompt you to decide whether
to include the Rules action to those pages. Select Yes or No accordingly.
 A status column in the items list shows the status of the conversion process. If an item cannot be
modified, the reason will be listed in this column.
NAV Version
Fob file to use
NAV 5.00
Zetadocs for NAV Objects – NAV5.00.fob
NAV 6.01 (2009 SP1)
Zetadocs for NAV Objects - NAV6.01.fob
NAV 6.10 (2009 R2)
Zetadocs for NAV Objects - NAV6.10.fob
NAV 7.00 (NAV2013)
Zetadocs for NAV Objects – NAV7.00.fob