edoc NAV plugin ecm Administration Guide
edoc NAV plugin ecm Administration Guide
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Install and uninstall edoc NAV plugin ecm in Dynamics NAV

Learn how to install and uninstall edoc NAV plugin ecm in your local Microsoft Dynamics NAV environment.

Illegal characters in XML structure

Before using Dynamics NAV and edoc plugin ecm, check whether the captions of tables, pages and reports contain the characters for less-than (<) and greater-than (>) occur. Remove the invalid characters.

The invalid characters compromise the expected XML structure during the data query in edoc archive service and lead to an error.

Preparatory steps and required installation files

You will receive the following files from edoc solutions ag:

  • <Date>_<NAV version>_nav_plugin_ecm_<nav_plugin_ecm_Version>_Objekte.xlsx: Contains the overview of the edoc NAV plugin ecm objects.

  • <Date>_<NAV version>_nav_plugin_ecm_<nav_plugin_ecm_Version>.fob: Is the edoc NAV plugin ecm object package for the import.

  • <Date>_<NAV version>_nav_plugin_ecm_<nav_plugin_ecm_Version>.txt: Is the text file of the edoc NAV plugin ecm object package.

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

  • Package_PLE_PERMISSIONS.rapidstart: Is the rapidstart package with permissions for edoc NAV plugin ecm.

You will also receive an edoc ECM Web Integration folder with various DLL and XML files for web client integration.

First, place the edoc ECM Web Integration folder in the C:\Program Files\Microsoft Dynamics NAV\<NAV version>\Service\Add-ins directory 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: Edoc.Nav.WebBrowser

    2. Token for public key: 4b2f407030decb3a

    3. Category: Add-in for DotNet controls

    4. Description: Edoc.Nav.WebBrowser

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_plugin_ecm_<nav_plugin_ecm_Version>.fob. The FOB file contains both edoc's own objects in the ID range 5695762 - 5695769 and the NAV default objects.

  3. If necessary, merge the default objects first. To merge the objects, use the file <Date>_<NAV version>_nav_plugin_ecm_<nav_plugin_ecm_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_PLE_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 = PLE_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 plugin ecm permission sets

How to uninstall edoc NAV plugin ecm

  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 Edoc.Nav.WebBrowser record under Control Add-ins > Add-in name.

  4. Delete the edoc ECM Web Integration folder in the C:\Program Files\Microsoft Dynamics NAV\<NAV version>\Service\Add-ins directory on your NAV server.

  5. Start the NAV development environment.

  6. Delete the edoc objects in the object area 5695762 - 5695769. All edoc objects in the area are marked in the Version overview field with the entry PLE<Version>.

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

  8. Compile the changed default objects.