Zetadocs Installation Guide Essentials Guide
Zetadocs Installation Guide
? Equisys Ltd. All rights reserved. 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.
Zetadocs Installation Guide
1
Table of Contents
Deployment Scenarios Overview
3
.........................................................................................................................................................................................
3
Zetadocs
Express
.........................................................................................................................................................................................
3
Zetadocs
Delivery Essentials
.........................................................................................................................................................................................
3
Zetadocs
Capture Essentials
.........................................................................................................................................................................................
4
Deployment
Environments
Express Installation
5
.........................................................................................................................................................................................
5
1. Installing
the Zetadocs Client and Zetadocs Help
.........................................................................................................................................................................................
6
2. Installing
the Zetadocs Server Extensions
.........................................................................................................................................................................................
7
3. Setting
up your Archive
.........................................................................................................................................................................................
10
4. Importing
Zetadocs Objects
.........................................................................................................................................................................................
12
5. Importing
the Configuration File
.........................................................................................................................................................................................
17
6. Licensing
and Registration
.........................................................................................................................................................................................
17
7. System
Testing
Delivery Essentials Configuration
20
.........................................................................................................................................................................................
20
1. Updating
the Zetadocs Report Settings
23
2. Job.........................................................................................................................................................................................
Queues
.........................................................................................................................................................................................
25
3. Scheduled
Tasks
.........................................................................................................................................................................................
26
4. Document
Templates
.........................................................................................................................................................................................
27
5. Template
Settings
.........................................................................................................................................................................................
29
6. Introducing
Delivery Rules
.........................................................................................................................................................................................
30
7. Testing
Delivery Essentials
Capture Essentials Configuration
32
.........................................................................................................................................................................................
32
1. Installing
the Zetadocs Server
.........................................................................................................................................................................................
34
2. Configuring
Document Queue Options
.........................................................................................................................................................................................
41
3. Configuring
Capture Settings
.........................................................................................................................................................................................
43
4. Testing
Capture Essentials
Appendix
46
.........................................................................................................................................................................................
46
Migrating
to the live database
47
How .........................................................................................................................................................................................
to install Zetadocs Client on a client PC
49
How .........................................................................................................................................................................................
to deploy Zetadocs using ClickOnce
53
How .........................................................................................................................................................................................
to manually install the Zetadocs Control Add-in
53
How .........................................................................................................................................................................................
to Modify Reports to work with Zetadocs Client Delivery
? Equisys Ltd
2
Zetadocs Installation Guide
56
How .........................................................................................................................................................................................
to add support for NA Customer Statements (10072)
.........................................................................................................................................................................................
58
Additional
Archiving Information
.........................................................................................................................................................................................
60
Adding
the Zetadocs SharePoint Extensions
.........................................................................................................................................................................................
60
Creating
Document Libraries for Zetadocs
.........................................................................................................................................................................................
61
Zetadocs
Updates and Uninstall
.........................................................................................................................................................................................
62
Further
Resources
? Equisys Ltd
Deployment Scenarios Overview
3
Deployment Scenarios Overview
How you implement Zetadocs Delivery and Zetadocs Capture depends on the version of Microsoft Dynamics
installed. For brevity, this guide will refer to Microsoft Dynamics 365 Business Central on-premises as BC and
Microsoft Dynamics NAV versions as NAV plus their respective version e.g. NAV 2018.
Follow the actions below for the relevant Zetadocs edition:
Zetadocs Express
Version
Actions
NAV 2015 and later or BC
1. Follow the Express Installation steps only.
NAV 2013 R2 and earlier
1. Follow the Express Installation steps.
2. Then follow the steps How to Install Zetadocs Client
on a Client PC. on each PC.
Zetadocs Delivery Essentials
Version
Actions
NAV 2015 and later or BC
1. Follow the Express Installation steps.
2. Then follow the Delivery Essentials Configuration.
NAV 2013 R2 and earlier
1. Follow the Express Installation steps.
2. Then follow the Delivery Essentials Configuration.
3. Then the steps in Modifying NAV and BC Reports To
Work With Zetadocs Client Delivery
4. Then follow the steps How to Install Zetadocs Client
on a Client PC. on each PC.
Zetadocs Capture Essentials
Version
Actions
NAV 2015 and later or BC
1. Follow the Express Installation steps.
2. Then follow the Capture Essentials Configuration.
NAV 2013 R2 and earlier
1. Follow the Express Installation steps.
2. Then follow the Capture Essentials Configuration.
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