Equisys Technical Notes

Technical guidance, explanations and fixes for our products

HOWTO: Perform an upgrade from Zetadocs Express to v5.x of Zetadocs for NAV

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ZTN4181

ID: ZTN4181

This Zetadocs technical note applies to:

  • Version 5.x of Zetadocs for NAV

Summary

This technote explains how to perform an upgrade from Zetadocs Express v5.x to version 5.x of Zetadocs for NAV.

More information

Zetadocs Express offers a small subset of the functionality available in the full Zetadocs for NAV v5.x release, as such to upgrade requires you to do the majority of the standard install steps. The Zetadocs for NAV installers will detect and remove any Express specific components. As such you need to follow the standard installation instructions in the Zetadocs for NAV v5.x Installation guide with the two differences listed below. This will ensure you update the components required and that your existing SharePoint archive links to NAV are maintained.

Differing steps between a full install and an upgrade

  • You are required to upgrade the SharePoint Extensions as per the instructions below.
  • Do not carry out the Page Interfaces Importation steps in the installation guide.

Upgrading the SharePoint Extensions

  • To upgrade the Zetadocs SharePoint Extensions you need to add the Zetadocs content type to your Site and configure the Document Library to use it.
  • Log into SharePoint as a Site Collection Administrator using Internet Explorer 8 or later with Javascript enabled.
  • On the Site Actions menu, click Site Settings.
  • In the Galleries section, click Solutions, if this is not available ensure you are looking at the settings for the correct level. Use the Go to top level site settings option to achieve this.
  • Click Solutions on the ribbon and then click on the Zetadocs SharePoint Extensions check box in the table.
  • Click on Deactivate under the Solutions options.
  • The Solution Gallery – Deactivate Solution dialog box appears, click Deactivate.
  • Click Solutions on the ribbon and then Upload Solution.
  • Browse to the Zetadocs SharePoint Extensions folder of your product download and select the Zetadocs SharePoint Extensions.wsp file. In the Upload Document dialog box, click OK.
  • The Solution Gallery – Activate Solution dialog box appears, click on Activate.
  • Return to the Site Settings and select Manage Site Features from the Site Actions section.
  • Scroll down the list and activate the Zetadocs elements in the following order:
    • Zetadocs Content Type
    • Zetadocs Document Library
    • Zetadocs Workflow (Note: Do not activate this item if using Office 365 Small Business)

References

Zetadocs for Microsoft Dynamics NAV Installation Guide

Last updated: 8th November 2012 (MW/NT)

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