Zetadocs Express is a tool for Microsoft Dynamics NAV meant to manage documents and apply workflows to them from within Dynamics NAV, using SharePoint 2010 or Office 365.
With Zetadocs Express, you can link one or more documents to a Microsoft Dynamics NAV record. The document will be uploaded to SharePoint, where it can follow a SharePoint Workflow. Workflows can be started from Dynamics NAV, and the status of the documents is also shown in Dynamics NAV.
Out of the box, you will find Zetadocs features on the sales and purchases processes in Dynamics NAV, but you can extend it to any other NAV functionality.
Check out the training video available online to see the tool in use (http://download.equisys.com/pub/Express/Videos/ZetadocsExpressUserTraining.html).
In this section we will explain how to install and configure Zetadocs Express, taking a special look at what has to be done in Dynamics NAV.
The first step is to download the tool. You can do it from the following website:
http://www.equisys.com/zetadocsexpress
A .exe file will be downloaded. When you execute it, you will get a folder with all the necessary files to use Zetadocs Express: documentation, language modules, FOB files, the Zetadocs Express client, and some configuration files, as shown in the following screenshot:
The installation and configuration process of Zetadocs Express includes:
- Installing the Zetadocs client
- Adding Zetadocs SharePoint Extensions
- Importing NAV objects into Microsoft Dynamics NAV
- Configuring Zetadocs in Dynamics NAV
- Installing the Zetadocs help files
Let's go step by step.
Run the setup.exe file that you will find inside the Zetadocs Express Client directory.
It's an easy Next-Next-Next-Finish installation process.
You will have to add and enable Zetadocs SharePoint Extensions in your SharePoint site.
Follow the instructions provided with Zetadocs Express.
If your Dynamics NAV license is dated prior to June 2011, you will have to refresh it, as this is the date in which granule 9041210 Zetadocs Express was included in all Dynamics NAV licenses.
You can check whether your Dynamics NAV license can access the Zetadocs Express Dynamics NAV objects by opening the Dynamics NAV Development Environment and navigating to Tools | License Information and making sure the 9041210 Zetadocs Express granule appears on your license.
There are two .fob files that have to be imported to Microsoft Dynamics NAV, as follows:
- Zetadocs Express Objects (NAV7.00.fob): This file is located in the Zetadocs Express folder. It includes all Zetadocs Express objects in the Zetadocs Express granule numeration.
To import these objects, open the Dynamics NAV Development Environment and navigate to Tools | Object Designer and click on File | Import. Select the appropriate
.fobfile and click on Yes to import all objects.
- Zetadocs Express Interfaces (NAV7.00XX.fob): The interface of Zetadocs Express consists of a FactBox added out of the box in all sales and purchases documents.
There is a
.fobfile for each of the following country's versions of Microsoft Dynamics NAV: AU-NZ, NA, DK, FR, DE, IN, IE, IT, NL, ES, GB, W1, AT, BE, FI, NO, PT, SE, and CH. Select the appropriate one for your Dynamics NAV installation.If you have not modified any of the pages of the sales and purchases documents in your Dynamics NAV installation, you can import the Interface
.fobfile provided by Zetadocs Express. Otherwise, you can also manually add the Zetadocs FactBox to your pages.In the following screenshot, you can see the list of all pages modified by Zetadocs to include the Zetadocs FactBox:
If you need to manually include the Zetadocs FactBox on those pages, or are planning on extending Zetadocs functionality to other Dynamics NAV functionalities, follow these steps:
- Select the page in which you want to add the Zetadocs FactBox on the object designer and click on the Design button.
- Add an entry for the Zetadocs FactBox as the first of the entries on the FactBox area, with the following values:
- Name: Zetadocs
- Caption: Documents
- Type: Part
- Subtype: Page
- Select Zetadocs Rel. Docs. Page Part (ID 9041209) in the PagePartID property for the Zetadocs entry you have just created:
- Create a new global variable named
RecRefwith DataType set to RecordRef. To do so, navigate to View | C/AL Globals. - Write the following code on the
OnAfterGetRecord()trigger for the page:RecRef.GETTABLE(Rec); CurrPage.Zetadocs.PAGE.SetRecordID(RecRef.RECORDID);
- Save and compile the page.
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Run the Zetadocs General Settings page in Microsoft Dynamics to configure Zetadocs Express.
In this configuration page, you will have to enter the URL of your SharePoint online site.
You will also have to select the Zetadocs Express Configuration.xml file that you will find on the Zetadocs folder and click on Import.
To install the Zetadocs help files so that it is available to Dynamics NAV users, copy the file addin_a.hh from the appropriate language folder in the Zetadocs folder to the appropriate language folder in your Dynamics NAV installation folder.
Copy the file from the location etadocs ExpressDocumentation<language> to Program FilesMicrosoft Dynamics NAV60Service<NAVLanguageCode>.
The languages supported by Zetadocs Express are English, French, German, Danish, Italian, Spanish, Dutch, Finnish, Norwegian, Portuguese, and Swedish.