Equisys Technical Notes

Technical guidance, explanations and fixes for our products

HOWTO: Go through the Operational checklist to ensure your Zetadocs for NAV system is working as expected.

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ZTN4276

ID: ZTN4276

This Zetadocs technical note applies to:

  • Zetadocs for Microsoft Dynamics NAV

Summary

This technote details the steps required to check your Zetadocs for NAV system against the Operational Checklist.

More information

Use the checklists below periodically to record operations and ensure that they match your expectations.

Checklist: System Operation

Follow the checklist to verify system operation.

Completed

Task


Check the operation of each Zetadocs enabled NAV report.


Check and verify that messages print to the Zetadocs Client successfully.


Check and verify that messages deliver successfully.


Check and verify that messages archive successfully.


Check the number of documents printed, delivered and archived match.


Check the operation of each Zetadocs enabled NAV report.


Checklist: Event Logs

Check event logs using the following checklist.

Completed

Task


Filter application and system logs on each NAV Client to see all Zetadocs errors Note repetitive warning and error logs.


Filter application and system logs on the SharePoint server to see all Office SharePoint search and crawl errors. Note repetitive warning and error logs


Respond to discovered failures and problems with the aid of the Troubleshooting section of the install guide.


Checklist: Check NAV and SharePoint Backups

Complete this checklist to check supporting systems backups.

Completed

Task


Ensure that the recommended minimum backup strategy - a daily online backup - is completed.


Verify that the previous backup operation completed.


Analyze and respond to errors and warnings during the backup operation.


Follow the established procedure for tape rotation, labelling, and storage.


Verify that the transaction logs were successfully purged (if your backup type is purging logs).


Make sure that backups complete under service level agreements (SLA).


Last updated 19th August 2013 (MW/)

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