HOWTO: Upgrade from version 5.0 or later to 7.0 of Zetadocs for NAV

ZTN4307

ID: ZTN4307

This Zetadocs technical note applies to:

• Version 5.0 or later of Zetadocs for NAV

Summary

This technote explains how to perform an upgrade from version 5.0 or later to version 7.0 of Zetadocs for NAV.

More information

Upgrading your Zetadocs for NAV system has six main stages, shown below, which will update your system to the Zetadocs for NAV v7.0 specification. The following process should enable you to upgrade from a Zetadocs for NAV v5.0/v5.5/v6.0/v6.1 system, for details on installing from earlier versions please contact Equisys technical support at support@equisys.com.

The following items should be updated:

• Zetadocs for NAV Client
• Zetadocs for NAV Objects
• Zetadocs for NAV Web Client (optional)
• Zetadocs for NAV for Language Module
• Checking the Zetadocs Configuration
• Zetadocs Archive Upgrade

Zetadocs for NAV Client

The Zetadocs for NAV Client is installed in 3 separate parts:

• Zetadocs PDF
• Zetadocs API Runtime
• Zetadocs NAV Client

To upgrade to version 7.0 simply:

• 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 optionto begin the install, a message will appear indicating that an upgrade will take place.
• Follow the wizard to accept the software license agreement and complete the installation.

Zetadocs for NAV Objects

Note that all the reports that were created for Zetadocs version v5.0/v5.5/v6.0/v6.1 will work with Zetadocs version 7.0 without any modifications. Therefore, there is no need to export them during the upgrade process. If the Sample Reports were imported in NAV they will be replaced by blank reports when importing version 7.0 of the Zetadocs for NAV objects.

• There are major changes in some of the integration and customize codeunits, please make a backup of the following NAV Objects before you continue with the installation:
• Codeunit 9009962 Zetadocs-Send Customize
• Codeunit 9009963 Zetadocs-Send Integration
• Codeunit 9009964 Zetadocs-Capture Customize
• Codeunit 9041211 Zetadocs-Save & Send
• You are now ready to import the Zetadocs for NAV 7.0 objects into your database. The instructions given here are for NAV 2013, for other versions you must pick the file that’s appropriate for the version of NAV you are using.
• From NAV, import the Zetadocs for NAV Objects – NAV7.00.fob file. Please follow manual steps described in technote ZTN4371 to upgrade the integration and customize codeunits.
Note: if you are using NAV 2013 R2 please follow additional steps in this technote ZTN4370, otherwise skip this note.
• To upgrade your customised pages please follow the manual steps described in technote ZTN4275. Keep in mind this steps assume the pages are unmodified so follow the steps by correcting the differences only.

Installing the Zetadocs for NAV Server Extensions (NAV 2013 R2 and NAV 2015 only)

The Zetadocs NAV Server Extensions setup program installs the Zetadocs NAV Server Extensions required to support the Microsoft Dynamics NAV Web Client.

• Locate the Zetadocs NAV Server Extensions folder of your product download and run the setup.exe file.
• Proceed through the wizard following the on screen prompts to complete the installation.

Note: Please restart the Microsoft Dynamics NAV Server to complete the installation.

Zetadocs for NAV Language Module

If you are using a language other than English, you now need to update the language module to ensure that Zetadocs is properly displayed in your chosen language. Note: If you are using NAV 2013 R2 or NAV 2015 you must carry out the additional steps in this technical note before proceeding with the steps below.

• In the object designer select the All view. Then using a table filter Version = *EQ* get the list to show all the Zetadocs objects and select them.
• IMPORTANT: Ensure all the objects are selected (highlighted) before continuing. Otherwise the language module may not apply correctly.
• Navigate to Tools > Language module > Import.
• Browse to your product download then to Zetadocs NAV Server Components\Language Modules\.
• Import the relevant language module for your region and version of NAV e.g. for a Dutch NAV 2013 system this would be the Zetadocs for NAV Language Module - NAV7.xxNL.flm.

Checking the Zetadocs Configuration

The inclusion of the Zetadocs Archive in previous release means that archiving is no longer simply on or off as before, as such the Archiving enabled option has been replaced with drop down menu to specify your archive settings. This defaults to Off so those with SharePoint archiving will need to adjust their archiving settings so the SharePoint archiving is selected. Those interested in using the Zetadocs Archive should consult the Installation guide for further information.

• Return to the Object Designer, select the Zetadocs General Settings Page (9041210), and click Run.
• Click the Edit button and select your Archiving method:
• Off - Zetadocs will not attempt to archive items.
• SharePoint
• Zetadocs Archive
• If you are using SharePoint for your archive, input your SharePoint site or site collection address as required, this is the bold section shown here:  https://equisys.SharePoint.com/sites/MicrosoftDynamics/default.aspx.
• Note: Please ensure that you have only included the site collection address and not the specific page reference which appears at the end.
• Once you have added a site address click the test button at the end of the field to verify it.
• If you have activated Zetadocs Workflows and wish to view the approval status, check the Document Workflow option.

Zetadocs Archive Upgrade

Zetadocs Archive service does not create a backup of your system, please visit how to create a backup if needed.

If Zetadocs Archive is already installed from previous release please follow these additional steps, otherwise skip this section.

• Go to the start menu and search for Services.msc.
• Stop the Zetadocs Archive Service.
• Reinstall following the steps in the Installation guide. You may need to confirm that you are upgrading to the last Zetadocs Archive Service in the dialog.
• Start the Zetadocs Archive Service.

If you are upgrading from 5.0 or 5.4 to a 5.5 or later of Zetadocs for NAV and you previously had Zetadocs for NAV version 4.x installed then you also need to complete these steps:

Open NAV and then the Object Designer.

• Locate and run the Zetadocs System Settings table (ID:9009959)
• Add a new record called ForceSearchByRecordLink, check the bool field and close the table.
• This will instruct Zetadocs to search your archive for items archived using the RecordLink method.

References

Zetadocs for NAV Essentials Installation Guide

Last updated: 29^th Jan 2015 (WK/MW/BM/JV)