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HOWTO: Upgrade from NAV 2015 to NAV2016 with Zetadocs for NAV installed

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ZTN4429

ID: ZTN4429

This Zetadocs technical note applies to:

  • NAV 2015 with Zetadocs for NAV

Summary

This technote explains how to perform an upgrade from NAV 2015  to NAV 2016 with Zetadocs for NAV.

More information

Upgrading your Zetadocs Components

Before upgrading your NAV system you will need to update to version 7.1 of Zetadocs for NAV. The instructions for upgrading your Zetadocs for NAV system can be found in ZTN4430 technote.

Step 1: Backup Zetadocs Configuration

Before upgrading your NAV system the current Zetadocs for NAV configuration must be backed up. Follow the steps below to export the Zetadocs settings prior to performing the upgrade.

1.     Open the Microsoft Dynamics NAV Windows Client.

2.     Using the search box in the top right, search for and open the Zetadocs General Settings page.

3.     Click on Actions -> Export Configuration Data to save the Zetadocs configuration data to an XML file.

Step 2: Upgrading your NAV System

After these steps, you can perform the NAV 2015 to NAV 2016 upgrade procedure as specified by Microsoft in Upgrading to Microsoft Dynamics NAV 2016.

Note: On a 64-bit version of a Windows operating system, the 64-bit version of the NAV Windows client runs by default. The Zetadocs Windows client add-in is a 32-bit only component not supported by the 64-bit version of the NAV Windows client. In this case, you must run the 32-bit version of the NAV Windows client on 64-bit Windows. Please see the Microsoft Dynamics NAV 2016 Help topic "Running 32-Bit Microsoft Dynamics Windows Client on 64-Bit Windows" for options on how to run the 32-bit version of the NAV Windows client.

Step 3: Importing the Zetadocs Configuration

Having completed the NAV upgrade you now need to import the Zetadocs configuration to complete the upgrade.

  • Page Interfaces
  • Report Modifications
  • Import the configuration file (using the file we exported earlier)

References

Zetadocs for Microsoft Dynamics NAV Installation Guide

ZTN4430 - HOWTO: Upgrade from version 5.0 or later to 7.1 of Zetadocs for NAV

Upgrading to Microsoft Dynamics NAV 2016

Running 32-Bit Microsoft Dynamics Windows Client on 64-Bit Windows

Last updated: 26th October 2015(JC) 

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