Equisys technical notes

Technical guidance, explanations and fixes for our products




ID: ZTN4051

This Zetadocs technical note applies to:

  • Microsoft Office SharePoint Server 2007 (MOSS)
  • Windows SharePoint Services 3.0 (WSS)
  • Zetadocs for Dynamics GP v2.0
  • Zetadocs for Dynamics NAV v2.1


Zetadocs uses Microsoft SharePoint technology to archive copies of documents that are delivered and also to store captured documents. There is a choice of which Microsoft SharePoint technology to use with Zetadocs.

This technical note gives you information that will help you to make the decision as to which to choose.

Option 1: Microsoft Windows SharePoint Services 3.0 (WSS)

This option provides standard Zetadocs archive and search functionality that will be suitable for most small scale Zetadocs installations.

Option 2: Microsoft Office SharePoint Server 2007 (MOSS)

This option provides enhanced Zetadocs archive and search functionality that will be suitable for larger Zetadocs installations or those that have specific requirements. MOSS provides all the functionality that is available with WSS but has the following enhanced options:

Zetadocs Search

With MOSS there is an enhanced Zetadocs Search page which allows searching on specific items of data associated with documents that are stored e.g. you could search explicitly on the NAV or GP record number. The search results display contains extra information such as the organization name and recipient name. Additionally, MOSS allows you to customise the Zetadocs search page, so for example you could add additional columns you may wish to search upon.

Enhanced Security Searches

With MOSS the search results are security trimmed so users only see what they can access. This is useful if you want to restrict access to the Zetadocs archive to only certain users within your organisation.

Search Indexing

With MOSS there is continuous index propagation to keep information fresh.

Retention policies

MOSS allows you to define customized information management policies to control the retention period, expiration actions, and document-auditing settings.

Upgrading from WSS to MOSS

Should your requirements change at a later stage, there are various upgrade paths from WSS to MOSS detailed here.


Please contact support@equisys.com for detailed instructions on how to add the additional search functionality to your upgraded MOSS system.



Last updated: 15 May 2009 (DH/GC/MW)

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