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HOWTO: Uninstall Zetadocs for Microsoft Dynamics NAV

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ZTN4272

ID: ZTN4272

This Zetadocs technical note applies to:

  • Zetadocs for Microsoft Dynamics NAV

Summary

This technote details the steps required to uninstall your Zetadocs for NAV system.

More information

This section gives an overview of the uninstallation process. It is recommended that you follow these steps in order.

  • Rollback of NAV Reports
  • Uninstalling the Zetadocs for NAV Objects
    • Remove the Zetadocs for NAV objects and existing object modifications from within Microsoft Dynamics NAV.
  • Uninstalling the Zetadocs for NAV Client
  • Uninstalling the Zetadocs SharePoint Extensions (Optional- may not have been installed)
    • Removal of the Zetadocs Archive Document library and uninstallation of the Zetadocs for NAV search web parts.
  • Verify all components have been removed successfully
  • Uninstalling the Zetadocs Server

Rollback of NAV Reports

To restore you original report versions you should have either backed up the original versions of your reports or you produced new versions of your existing reports with different report ID's.

Different Report ID's

  • Open the Navision client and connect to/open the Navision database.
  • Open the Object Designer (Tools > Object Designer).
  • Click the Report button on the Object Designer.
  • Set a filter *EQ* on the Version List column.
  • Select all Zetadocs reports (CTRL+ A).
  • Click on Delete in the Toolbar (F4).
  • Click Yes to delete selected lines.

Restoring Backed Up Reports

  • Open the Navision client and connect to/open the Navision database.
  • Open the Object Designer (Tools > Object Designer).
  • Select Import Objects in file menu (File > Import).
  • Find and select the Backup of Reports before Zetadocs for NAV5.0.fob file.
  • Choose Yes to import all objects.
  • Click No to open Import Worksheet.
  • Click Replace All.
  • Click Ok.

Removing Zetadocs for NAV Objects

This section details the removal of Zetadocs for NAV objects and editing restored NAV objects back to their original configuration.

To call this function it is suggested that you do the following:

  • Create a new form.
  • Add a button to the form.
  • In C/AL Globals, add a variable called ZDInt of type codeunit with a subtype of Zetadocs-Send Integration.
  • In the on push event for the button add the following code: ZDInt.RemoveArchiveIDFromTables(TRUE);
  • Save and compile the form.
  • Run the form and press the button.   You will be prompted if you want to continue.   Press Yes if you want to proceed. The Zetadocs Archive ID fields will now have been cleared.
  • Delete the form that you just created.

Importing the Backed up objects

  • Open the Navision client and connect to/open the Navision database.
  • Open the Object Designer (Tool > Object Designer).
  • Select Import Objects in file menu (File > Import).
  • Find and select the Backup of Objects before Zetadocs for NAV5.0.fob file.
  • Choose Yes to import all objects.
  • Click No to open Import Worksheet.
  • Put an *EQ* filter on column Existing Object Version List.
  • Click Replace All.
  • Click Ok.

Uninstalling the Zetadocs for NAV Objects

  • Click on the All button in the Object Designer menu.
  • Put an *EQ*filter on column Version List.
  • Compare the remaining object list with the object list table in the Appendix to ensure you will not delete tables unnecessarily.
  • Select table Zetadocs Settings (9009959)

Perform the next steps for all Zetadocs for NAV tables in the following order:

  • 9009963 to 9009982
  • 9009960 to 9009962
  • Click Run.
  • Select all lines (CTRL + A).
  • Click on Delete in the Toolbar (F4).
  • Click Yes to delete selected lines.
  • Close Table Run (Esc).

Once this has been complete for all tables in the specified ranges.

  • Select all Zetadocs for NAV objects (CTRL+ A).
  • Click on Delete in the Toolbar (F4).
  • Click Yes to delete selected lines.

Note: You may not have permissions to delete all the objects, such as some codeunits. In this case it is ok to leave the codeunits on the system as they will not be used.

Uninstalling the Zetadocs Client

This section describes how to uninstall the client applications which include the Zetadocs Client, the runtime API and the NAV Extensions. The Zetadocs for NAV Client installation is performed using a combination of installers. You will need to uninstall each of these to remove the Zetadocs for NAV Client. You will need to uninstall the Zetadocs for NAV and the two pre-requisites, the Zetadocs Client and Zetadocs API runtime.

  • Open Add/Remove programs (Windows XP) or Programs and Features (Windows Vista) or other uninstallation utility relevant to the environment you are operating in.
  • Select Zetadocs NAV Client from the program list and select uninstall.
  • Select Zetadocs PDF from the program list and select uninstall.
  • Select Zetadocs API Runtime from the program list and select uninstall.
  • Select Zetadocs PDF Printer from the program list and select uninstall.

Uninstalling the Zetadocs SharePoint Extensions

To uninstall the SharePoint extensions you must be logged onto the machine using an account that has SharePoint Site Collection Administrator privileges for the front-end web application and the Central Administration program. Alternatively if you are using SharePoint Online you with need to be an administrator.

Deactivating the Zetadocs Components

  • Go to the SharePoint site and select Site Actions and then Site Settings and click on Manage Site Features from the Site Actions section.
  • Scroll down the list and deactivate the Zetadocs Content Type, Zetadocs Document Library and Zetadocs Workflow.

Deactivate the Zetadocs SharePoint Extensions Solution

  • On the Site Actions menu, click Site Settings. In the Galleries sections, click Solutions.
  • Scroll down until you locate the Zetadocs SharePoint Extensions solution and click Deactivate.
  • With the Zetadocs SharePoint Extensions solution selected, choose Solutions from the ribbon and then Delete.

Uninstall Zetadocs for NAV Client Help Files

The Zetadocs for NAV help files should have been copied to the Microsoft Dynamics NAV help folder and given names that will not clash with other help files.

These files were originally:

  • addin_a.chm
  • addin_a.hh

This folder may have contained other help files which may have used the 'a' post-fix name. As such you should select and open the addin_a.chm file and identify whether it is the Zetadocs for NAV help file. If it is not then try the next unused post-fix letter between a and j until you locate the Zetadocs for NAV help files. Note that the post-fix on both file names must match. (e.g. addin_f.chm and addin_f.hh) Once identified these files should be deleted from:

  Program Files\Microsoft Dynamics NAV\CSIDE Client\ENG

Or removed from the equivalent installation folder of Microsoft Dynamics NAV on the machine.

Uninstalling the Zetadocs Server

The Zetadocs Server converts items placed into the document queues into pdf format, to remove it follow the steps below.

  • Open Programs and Features (Windows Server 2008) or other uninstallation utility relevant to the environment you are operating in.
  • Select Zetadocs Server from the program list and select uninstall.
  • Some files are created after installation of the Zetadocs Server, to ensure all related files are removed, delete the Zetadocs Server folder. This is by default located in the Program Files directory.
  • Navigate to your product download and open the Zetadocs Express Client folder and run the setup.exe file.
  • You may be presented with a UAC warning depending on your settings, following that you will receive a message asking if you wish to run the setup.exe installer.
  • Click Next to continue before reviewing the End User Licence Agreement (EULA).
  • Once you have read and are satisfied with the EULA, select the I accept option and then Next to continue.
  • On the next screen select Install to install the various components, you will then be asked to click Finish once the install is complete.

Last updated 19th August 2013 (MW/)

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