Zetadocs Installation Guide Essentials Guide

Zetadocs Installation Guide

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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

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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

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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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