edoc NAV archivelink Administration Guide
edoc NAV archivelink Administration Guide
Breadcrumbs

Install and uninstall edoc NAV archivelink in Dynamics NAV

Find out here how to install or uninstall edoc NAV archivelink in your Microsoft Dynamics NAV.

Preparatory steps and required installation files

You will receive the following files from edoc solutions ag:

  • <Date>_<NAV version>_nav_archivelink_<nav_archivelink_Version>_Objekte.xlsx: Contains the overview of the edoc NAV archivelink objects.

  • <Date>_<NAV version>_nav_archivelink_<nav_archivelink_version>.fob: Is the edoc NAV archivelink object package for the import.

  • <Date>_<NAV version>_nav_archivelink_<nav_archivelink_version>.txt: Is the text file of the edoc NAV archivelink object package.

  • <Date>_<NAV version>_DLL Add-In Config.xlsx: Is the data template for the Control Add-ins page.

  • Microsoft.Dynamics.Nav.ArchiveLink.DragDrop.dll: Is the external DLL file for the ECM dropzone component.

  • Package_ECM_PERMISSIONS.rapidstart: Is the rapidstart package with permissions for edoc NAV archivelink.

First, place the file Microsoft.Dynamics.Nav.ArchiveLink.DragDrop.dll in the directory C:\Program Files\Microsoft Dynamics NAV\<NAV version>\Service\Add-ins on your NAV server.

Next, register the add-in in your NAV system:

  1. Start the NAV client.

  2. Open the Control Add-ins page. To open it, you can navigate to Departments/Administration/IT Administration/General/Control Add-ins or use the search function and search for Control Add-ins.

  3. Create a new record with the following values:

    1. Add-in name: Microsoft.Dynamics.Nav.ArchiveLink.DropZone

    2. Token for public key: 4b2f407030decb3a

    3. Category: Add-in for DotNet controls

    4. Description: ECM drop zone

Next, you can import the NAV objects:

  1. Start the NAV development environment.

  2. Import the NAV objects from the file <Date>_<NAV version>_nav_archivelink_<nav_archivelink_Version>.fob. The FOB file contains both edoc's own objects in the ID range 5695062 - 5695106 and the NAV default objects.

  3. If necessary, merge the standard objects first. To merge the objects, use the file <Date>_<NAV version>_nav_archivelink_<nav_archivelink_Version>.txt.

  4. Next, import the merged objects.

  5. Compile all imported objects.

Finally, import the permission set:

  1. Start the NAV client.

  2. Open the Configuration Packages page. To open, you can navigate to Departments/Administration/Application Setup/RapidStart Services for Microsoft Dynamics NAV/Configuration Packages or use the search and search for Configuration Packages.

  3. Click on Import package in the menu bar, select the file Package_ECM_PERMISSIONS.rapidstart in the Import file dialog and press Enter to import. Once the import is complete, a new data record with code = PLE_PERMISSIONS is displayed in the overview.

  4. Select the record Code = ECM_PERMISSIONS and click on Apply packet in the menu bar. This creates 2 permission sets.

For more information about the permission sets see: Overview of the edoc NAV archivelink permission sets

  1. Start the NAV client.

  2. Open the Control Add-ins page. To open it, you can navigate to Departments/Administration/IT Administration/General/Control Add-ins or use the search function and search for Control Add-ins.

  3. Delete the Microsoft.Dynamics.Nav.ArchiveLink.DropZone record under Control Add-ins > Add-in name.

  4. Delete the file Microsoft.Dynamics.Nav.ArchiveLink.DragDrop.dll in the directory C:\Program Files\Microsoft Dynamics NAV\<NAV version>\Service\Add-ins on your NAV server.

  5. Start the NAV development environment.

  6. Delete the edoc objects in the object area 5695062 - 5695106. All edoc objects in the area are marked in the Version overview field with the entry ECM<Version>.

  7. Remove the edoc NAV archivelink customizations in the default objects. The default objects have the ECM<Version> indicator in the Version overview field in addition to the default versions.

  8. Compile the changed default objects.