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Zetadocs for NAV Installation Guide
This edition 23rd July 2013 © Copyright Equisys Ltd 2013 All trademarks acknowledged All rights reserved
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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.
