Technical Notes, Zetadocs

HOWTO: Move the Zetadocs Archive folder to another location

ZTN4300

ID: ZTN4300

This Zetadocs technical note applies to:

  • Version 6.0 of Zetadocs for Microsoft Dynamics NAV
  • Zetadocs Express

Summary

This technote details the steps required to move the folder containing documents archived by the Zetadocs Archive to another location whilst maintaining functionality.  The folder can be moved to another location on the same machine, or to a different machine.

More information

Please Note: When moving the archive you should attempt to keep the contents of the Zetadocs Archive folder in sync with the details stored in the Zetadocs Archive database. As such it is best done when users are not actively adding items to the archive.

Moving the Zetadocs Archive folder to a new location on the same server

The Zetadocs Archive service archives documents to the shared folder through the Zetadocs Archive share name. As such if you move this folder and re-share it with the “Zetadocs Archive” share name, but keep it on the same machine then the service will automatically locate the folder and continue working as before.  Please follow the steps below to move the folder:

  • On the server where the Zetadocs Archive Service is installed, go to the start menu and search for Services.msc.
  • Stop the Zetadocs Archive Service.
  • Locate your Zetadocs Archive folder, right click on it and select Properties.
  • Select the Sharing tab and click Advanced Sharing…
  • Uncheck the Share this folder radio button and apply changes.
  • Move the folder to the new location on the machine.
  • Select the Zetadocs Archive folder, right click on it and select Properties.
  • Select the Sharing tab and click Advanced Sharing…
  • Ensure the Share this folder radio button is checked and the share name is “Zetadocs Archive”.
  • Select the Permissions button and add the required users or work groups. 
    • For the Zetadocs Archive service to function correctly, the user that it is running as needs full control to the shared folder.
  • Go to the start menu and search for Services.msc.
  • Review the list of services and start the Zetadocs Archive Service.
  • Test the archive is working properly by:
    • Archiving a document and ensuring it is added to the archive and associated with a record in NAV.
    • Opening a previously archived document through the Zetadocs Documents Factbox.

Moving the Zetadocs Archive folder to a different server

To move the Zetadocs Archive folder to a different server please follow the steps below:

  • Create the new Zetadocs Archive folder on the new server.
  • Right click on the folder and select Properties.
  • Select the Sharing tab and click Advanced Sharing…
  • Ensure the Share this folder radio button is checked and the share name is “Zetadocs Archive”.
  • Select the Permissions button and add the required users or work groups. 
    • For the Zetadocs Archive service to function correctly, the user that it is running as needs full control to the shared folder.
  • On the server where the Zetadocs Archive Service is installed, go to the start menu and search for Services.msc.
  • Stop the Zetadocs Archive Service.
  • Copy the contents of the old Zetadocs Archive folder to the new Zetadocs Archive folder.
  • On the server where the Zetadocs Archive Service is installed, browse your Zetadocs product download and run the SetArchiveFolderLocation.cmd file from the Scripts folder with Admin permissions and follow the instructions to specify the new server name.
  • Go to the start menu and search for Services.msc.
  • Review the list of services and start the Zetadocs Archive Service.
  • Test the archive is working properly by:
    • Archiving a document and ensuring it is added to the archive and associated with a record in NAV.
    • Opening a previously archived document through the Zetadocs Documents Factbox.
  • The old Zetadocs Archive folder can now be deleted.

References

ZTN4289-HOWTO Move the Zetadocs Archive to another server

ZTN4291-HOWTO Backup and Restore a network folder based Zetadocs Archive

ZTN4299-HOWTO Install the Zetadocs Archive on Windows Server 2003

Last updated 4th December 2013 (MW/)