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Zetadocs for Microsoft Dynamics NAV

Installation Guide

Version history

Version: 5.5 International

Published: 23rd July 2013

Equisys Ltd

Equisys House

32 Southwark Bridge Road

London SE1 9EU

United Kingdom

Tel + 44 (0)20 7203 4000

Fax +44 (0)20 7203 4005

Equisys Inc

30,000 Mill Creek Avenue

Suite 335

Alpharetta GA 30022

USA

Tel +1 (770) 772 7201

Fax +1 (770) 442 5789

www.equisys.com

Contact: Equisys Technical Support, support@equisys.com

No part of this document may be reproduced or transmitted in any form or by any means, electronic or

mechanical, including photocopying, without the prior written permission of Equisys Ltd.

All trademarks are acknowledged.

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Zetadocs for NAV Installation Guide

Page 2

Installation Overview

The document contains a brief set of instructions on how to install Zetadocs for NAV. Due to the highly

flexible nature of what can be achieved with Zetadocs and NAV the remainder of the guide covers specific

modifications you can implement to achieve your customer requirements.

Essentials Setup

Pages 5--25

By carrying out the five steps below you will have created a working Capture and Delivery Essentials

system. After that it is a matter of simply adding any additional Zetadocs features required and tuning the

configuration settings to match your requirements.

Advanced Configuration

Pages 26--56

This section of the guide contains the steps required to fully customize the delivery and capture of

documents from NAV and the installation of advanced features.

Capture Plus Setup

Pages 57--86

This section covers the setup of the Capture Plus features.

Delivery Plus Setup

Pages 87--103

The reference guide provides details on the use of the SDK and what is possible. It is usually only helpful for

those performing Delivery Plus installations.

Appendices

Pages 104--146

The appendices contain advice on how to troubleshoot your system as well as details on how to perform

installations which do not follow the standard pattern, such as upgrades and Terminal Services installs.

Table of Contents

Pages 147--150

Zetadocs NAV Client Installation

SharePoint Setup

NAV Objects and interfaces

Capture Essentials Setup

Zetadocs Configuration

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Zetadocs for NAV Installation Guide

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

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.

Installing the Zetadocs SharePoint Extensions (Optional)



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

Zetadocs components.

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.

Zetadocs for NAV Configuration



Importing the standard configuration data.



Adjusting standard data to fit in your requirements.

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

Installing the Zetadocs for NAV Client



Installation and licensing of the Zetadocs for NAV client.

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 28 Installing Zetadocs for NAV using Group Policy to roll the system out

across the subsequent client machines.

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Zetadocs for NAV Installation Guide

Page 4

Essentials Setup

This section of the guide covers the setup of the Zetadocs Essentials features which make up the

core components of Zetadocs for NAV. These components are largely common across Delivery

and Capture Essentials with any required deviations for each type of install clearly labelled.

Chapters

Zetadocs NAV Client

Zetadocs SharePoint Extensions

NAV Objects and Interfaces

Zetadocs Configuration

Capture Essentials Setup

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Zetadocs for NAV Installation Guide

Page 5

Zetadocs NAV Client

Contents

Installing Zetadocs for NAV Client

Install Zetadocs for NAV Help Files

Configuring Zetadocs Licensing

2.1

Installing Zetadocs for NAV Client

Zetadocs for NAV needs to be installed onto the server as well as any intended client machines.

Platform Specific Steps: Please see the additional information available via the links below if you are

installing on these platforms.

Terminal Services

Group Policy



Extract your product download, the Zetadocs setup program will autorun, choose relevant install

option:

Zetadocs Delivery

Zetadocs Capture

Zetadocs Delivery and Capture



Select Zetadocs NAV Client option to begin the install.



Select the installation language and click Install. Follow the wizard to accept the software license

agreement and complete the installation.



Note the wizard will prompt you to select the Install Type,

Typical - For additional client users.

Administrator - All components including the licensing and configuration application.

Custom - Allows you to specify the install locations for Delivery and Capture components.



Note: If you selected the Administrator install type you will be asked to create a shared folder for

sample Delivery Templates.



Select a suitable folder location and select Next to continue. This will create and share the

templates folder on the network.



Complete the wizard to finish the install of the Zetadocs for NAV Client.

2.2

Install Zetadocs for NAV Help Files

The Zetadocs for NAV help files need to be copied to the Microsoft Dynamics NAV help folder on each

machine and given names that will not clash with other help files. You should change the file names to the

first unused post-fix letter between a and j (e.g. change to addin_b.chm and addin_b.hh if addin_a.chm

exists). Note that the post-fix on both file names must match.

Role Tailored Client

The Zetadocs for NAV help files need to be copied to the Microsoft Dynamics NAV RTC help folders and

given names that will not clash with other help files as explained above. There are 2 files to copy a .chm file

and accompanying .hh file:



addin_a.chm

This should be copied from your product download from the folder corresponding to your version of NAV:

\Zetadocs NAV Client\NAV Help\NAV 5 and 6

\Zetadocs NAV Client\NAV Help\NAV 2013

For NAV 6.o systems copy to:

Program Files (x86)\Microsoft Dynamics NAV\60\RoleTailored Client\ en-GB

Substitute en-GB for the language pertinent to the install e.g. en-US for US systems.

For NAV 2013 systems copy to:

Program Files (x86)\Microsoft Dynamics NAV\70\RoleTailored Client\en-GB

Substitute en-GB for the language pertinent to the install e.g. en-US for US systems.



addin_a.hh

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Zetadocs for NAV Installation Guide

Page 6

This should be copied from your product download from the folder corresponding to your version of NAV:

\Zetadocs NAV Client\NAV Help\NAV 5 and 6

\Zetadocs NAV Client\NAV Help\NAV 2013

For NAV 6.o systems copy to:

Program Files (x86)\Microsoft Dynamics NAV\60\Service\ENG

Substitute ENG for the language pertinent to the install e.g. ENU for US systems.

To the following locations, for NAV 2013:

Program Files\Microsoft Dynamics NAV\70\Service\ENG

Substitute ENG for the language pertinent to the install e.g. ENU for US systems.

Development Environment/Classic Client

The files should be copied from your product download from the folder corresponding to your version of

NAV:

\Zetadocs NAV Client\NAV Help\NAV 5 and 6

\Zetadocs NAV Client\NAV Help\NAV 2013

For NAV 5.o systems copy to:

Program Files\Microsoft Dynamics NAV\CSIDE Client\ENG

Substitute ENG for the language pertinent to the install e.g. ENU for US systems.

For NAV 6.o systems copy to:

Program Files\Microsoft Dynamics NAV\60\Classic\ENG

Substitute ENG for the language pertinent to the install e.g. ENU for US systems.

To the following locations, for NAV 2013:

Program Files\Microsoft Dynamics NAV\70\Service\ENG

Alternatively it can be copied to the equivalent installation folder of Microsoft Dynamics NAV on the

machine.

You may need to restart the Microsoft Dynamics NAV server to get the help files to appear as expected.



To do this got to Start and then click Run, in the Open box, type services.msc, and then press

ENTER.



Under Services, right-click Microsoft Dynamics NAV Server, and then click Restart.

2.3

Configuring Zetadocs Licensing

Before you can start using Zetadocs you must license and register it, enable users and setup file sharing

folders for storage of company accessories (templates, stationery and attachments).

Zetadocs Client Licensing and Setup



Launch the Zetadocs PDF Configuration.



Choose the license location (General Tab).

Active Directory (requires that user has access rights to write to AD)

Shared Network Folder



Enter your Zetadocs license number and company name and register online.



Enter your registration key on receiving the registration success email.



Add the required users.



Set up a shared network folder for the NAV Templates in the location specified earlier in the install.



Leave Network Archiving off as you will configure archiving settings in NAV later in the install.

Zetadocs Client



Start the client.



If using Active Directory licensing, Zetadocs should locate the license automatically, otherwise, go

to Tools Options\Licensing and enter the path to the network folder containing the Zetadocs

license.



Restart the client if necessary.



You can confirm that you are successful if the splash screen shows the Automation tag beside the

number of users.

Please refer to the Zetadocs Client Help for further information on configuring the Zetadocs Client.

Click here for more details on Zetadocs for NAV licencing.

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Zetadocs for NAV Installation Guide

Page 7

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 2010/2013



Microsoft SharePoint 2010/2013



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 configure our Document Library to use it.



Log into SharePoint as a Site Collection Administrator



For SharePoint 2013 systems: Note: Select the Cog dropdown menu and choose Site Settings

before selecting Solutions in the Web Designer Galleries section.



For SharePoint 201o systems: On the Site Actions menu, click Site Settings.



For all version now click Solutions, and 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:

Zetadocs Content Type

Zetadocs Document Library

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 31 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

Zetadocs for NAV Installation Guide

Page 8

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.



The Windows Script Control ActiveX control needs to be installed.

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 27 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.

Zetadocs for NAV Installation Guide

Page 9

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.



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/C

lassic 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 or Zetadocs Express and as such you should exclude Form from the

filter.

Choose the All tab when viewing the Object Designer

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

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) Note: This requires an NAV Developer license.



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.

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

Zetadocs for NAV Installation Guide

Page 10



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.



The modified items are now available in the folder containing the original pages or forms file, in an

XML or TXT file depending on the NAV version, with the same name as the original followed by the

suffix '(modified)'.

Importing the Modified Pages and Forms



Reimport the pages and forms into NAV and deal with any merge and conflict messages that may

appear.



Compile the modified items by selecting them and pressing F11.

4.6

Zetadocs Report Modification Tool

Like the Zetadocs Interface Modifier Tool we are continuing to develop the Report 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. Sample reports are provided for NAV 7 and NAV

6 W1 systems and can be imported by following the steps in section 22.5.

Alternatively you can perform the modifications manually by following the steps available here:

Manually Modifying your Existing Reports

In order to be able to uninstall the Zetadocs for NAV software it is necessary to backup any NAV reports you

are editing before installing the Zetadocs for NAV objects. Alternatively, reports can be duplicated and

saved with new report ID’s before adding the Zetadocs for NAV changes. Either way it is important to add

the Version List EQ5.0 after saving the completed report.

The following should be taken into consideration when using this tool:



The Report Modification Tool is currently only compatible with NAV 5.x, 6.x and 7.0 Classic Clients

or Development environments.



The tool does not perform all the changes required for Role Tailored Client reports, to adjust Role

Tailored Client reports we recommend running the reports through the tool and then performing

the additional edits detailed below.



An appropriate NAV license is required for exporting and importing the reports.



The Tool is not guaranteed to work for all NAV reports.

Using the Zetadocs NAV Report Modification Tool



Open the Object Designer and select the Report view.



Select each required report and export it as a text file to a new folder.



Run the ZdNAVReportTool.exe, the Zetadocs NAV Report Modification Tool will open.



Click on Load Reports and select the version of NAV.



Browse to your exported reports folder.



Valid reports will be loaded into the table display, with any invalid reports highlighted.



Click Start and the Conversion Options window will appear.



Modify the new report ID range if required. This specifies the starting ID that the Report

Modification Tool will use for the first modified report. Subsequent reports will use values

incremented from this base value.



Modify the report name prefix, if required. This specifies a 0 to 3 character prefix that all reports

will have appended to their names. This ensures the reports have a unique name. Leaving the

prefix blank will allow the existing report name to be used, however, you may get name collisions if

you have chosen to use new report IDs as well.



A dialog may pop up asking to delete the existing output directory if there already is one. You may

wish to back up this directory before proceeding.



If a report cannot be modified, the reason will be listed. For successful conversions, the new report

ID and report name are given.



The modified reports are now available in the folder containing the original reports, in an Output

subfolder.



Reimport the reports into NAV and deal with any merge and conflict messages that may appear.

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