Automated data upgrade from version 7.00 to version 8.00

  • 27/11/2023
  • 12 minutes to read

With Document Capture version 8.00 and Expense Management version 8.00, Continia Software is releasing a combined upgrade guide that our partners can use to upgrade Document Capture 7.00, Expense Management 7.00 or a system with both Document Capture 7.00 and Expense Management 7.00 installed.

Important

This upgrade guide can only be used with the versions of Dynamics NAV that support the Data Upgrade Tools from Microsoft. (Microsoft Dynamics NAV 2016 and later).

This upgrade guide describes how to upgrade Document Capture and Expense Management using the more automated data upgrade on the version of NAV (NAV 2016 to BC14) currently used with Document Capture and Expense Management.

If the Dynamics NAV version does not support data upgrade or you are looking for the manual pre/post-upgrade process, refer to Manual upgrade from Version 7.00 to Version 8.00.

If you are using Document Capture or Expense Management in Microsoft Business Central cloud, the main upgrade performs automatically when you install Document Capture 8.00.

If you are migrating from a FOB-based version of NAV/BC to an on-premises extension and/or cloud, see Upgrading NAV/Business Central with Document Capture installed and Migrating Document Capture from Business Central on-premises to cloud.

You can use this upgrade guide with the following versions of Document Capture and Expense Management:

Document Capture

  • Document Capture 7.00 with any service pack

Expense Management

  • Expense Management 7.00 with any service pack

If the system is running an older version, you must first upgrade to the required versions.

In this version, the Document Capture client components and server components were upgraded. This means you must update these components before you start working with Document Capture and Expense Management. This guide instructs you how to do this correctly.

The Document Capture and Expense Management objects in this version are not backwards-compatible with older components, and the components in this version are not backwards-compatible with older objects.

Important

If Document Capture and Expense Management are not already installed, DO NOT use any information in this document.

Task 1: Check minimum version requirements

Ensure the current system is running one of the supported versions of Document Capture or Expense Management listed in the summary section. If not, it is important you follow the upgrade guide from an earlier version to DC7.00 and or EM7.00. For more information, see the previous upgrade guides:

Task 2: Import an updated NAV license file

You require a partner developer license throughout the upgrade process. After the upgrade ensure you use a new/updated customer license file from Microsoft and import it into NAV.

If you are using the Dynamics NAV server, you must restart the Dynamics NAV server to use the new license.

Task 3: Merge objects

If you have modified your customer's system, check if any of the modified objects conflict with Document Capture or Expense Management objects and merge if necessary. Best practice is to merge objects in a test system, so they're ready to be imported later in the upgrade process.

Task 4: Install all tools and components

You must perform all installations described below from the Document Capture Setup executable, located in the root of the product folder (Setup.exe).

Note

The installer updates the add-ins folder (Client and/or Server) in the standard installation path. Therefore, if your installation path differs from the standard Microsoft path, copy the new add-in folder to the folder your installation resides in.

Task 5: Upgrade server components

To upgrade your server components, follow one of the guides below, depending on your version of NAV/Business Central:


VersionGuide
NAV Server 2016 -> BC14Only perform the following steps if you are using Dynamics NAV 2016 -> Microsoft Dynamics 365 Business Central Spring 2019 Update (BC14):
  1. Stop “Microsoft Dynamics NAV Server”.
  2. Uninstall “Document Capture RTC Server Components”.
  3. Install “Document Capture RTC Server Components”.
  4. If you haven’t installed the Microsoft Dynamics NAV Server in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
  5. Start “Microsoft Dynamics NAV Server”.
NAV RTC Upgrade PCOnly perform the following steps if you are using Dynamics NAV RTC:
  1. On the computer where you perform the upgrade, you must uninstall ”Document Capture RTC Client” and ”Document Capture RTC Components (Scanner)”.
  2. Install “Document Capture RTC Client”.
  3. Install “Document Capture RTC Component (Scanner)” if needed.
  4. If you haven't installed the Microsoft Dynamics NAV RTC Client in the default location, you must move the Add-ins manually from the default location to the current location of your installation.

Task 6: Update NAV objects and data

Important

Before modify objects or start the data upgrade, first back up the database.

  1. Import the new DC8.00 / EM8.00 objects from the product folder.
  2. Some objects may show a warning during import as some parts of the new Version List have changed format. In Import Worksheet, use Replace All.
  3. During object import, set Synchronize Schema to Later.

Warning

For all versions from NAV 2013 to Business Central October 2018 (BC v13), the following applies: When importing the DC8.00/EM8.00 object package, skip the following four pages. The pages were unintentionally included in the release packages – and are removed in service pack 1.

  • Page 5 Currencies
  • Page 10 Countries/Regions
  • Page 209 Units of Measure
  • Page 472 VAT Posting Setup

Task 7: Post upgrade

To complete the post-upgrade task:

  1. Import the object package named “(Your NAV version) - Document Capture 8.00, Expense Management 8.00 - DataUpgrade.fob”.
  2. In Import Worksheet, use Replace All.
  3. During import, set Synchronize Schema to Later.
  4. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). Set Synchronize Schema to Later.
  5. Compile all MenuSuites (not just Document Capture and Expense Management).
  6. Run Tools > Sync. Schema For All Tables > With Validation.
  7. Run Tools > Data Upgrade > Start... to open the Start Data Upgrade page.
  8. Under Execution Mode, select Serial.
  9. Under Continue on Error, deselect the checkbox.
  10. Click OK to close the page.

The post-upgrade part of the process is now complete.

Data upgrade troubleshooting

If the data upgrade fails, try the following:

  1. If the data upgrade fails, you must run the Get-NAVDataUpgrade [ServerInstance] -ErrorOnly powershell command to find out what the actual error is, or use the debugger with Debug Next.
  2. If you receive the error message, this means there's a problem downloading the Control Add-in resources. This problem can occur when Continia's services are down, or there's a server firewall problem.:
    • “Function 'UpdatePerDatabase' in the upgrade codeunit '6086102' has failed because of the following error: 'A call to System.Net.WebClient.DownloadData failed with this message: The remote server returned an error: (404) Not Found.'.”
  3. You can try again by running Tools > Data Upgrade > Resume....
  4. If the same error is thrown, you can Design Codeunit 6086102 and comment the following line of code: CODEUNIT.RUN(CODEUNIT::"CDC Capture RTC Library");
  5. Then run Tools > Data Upgrade > Resume….
  6. This skips the Control Add-in being downloaded when upgrading. Therefore, you must download them manually after the data upgrade from the Document Capture Setup page:
    • On the Actions tab, click Import Continia Web Client Add-Ins ** > Import Client Add-Ins, to import all relevant add-ins.

Task 8: Upgrade client components

To upgrade your client components, use the guide relevant to your version of NAV/Business Central from the following table.


VersionGuide
NAV RTC Clients 2016Only perform the following steps if you are using Dynamics NAV 2016:
  1. Uninstall “Document Capture RTC Client Components”.
  2. Install “Document Capture RTC Client Components”.
NAV RTC Clients 2017 -> BC14
  1. Uninstall “Document Capture RTC Client”.
  2. Uninstall ”Document Capture RTC Components (Scanner)”.
  3. Client Add-ins are now automatically distributed to all NAV clients when needed.

Task 9: Delete upgrade objects

After completing the upgrade, remove the upgrade objects (All object types, with Force):

Filter: 6086100..6086199

Note

On earlier versions than NAV 2015, upgrade tables must be emptied manually prior to deletion.

Task 10: Update the Continia Web Approval Portal

The final task in the upgrade process is to update the Continia Web Portal:

  1. Depending on the version you are using, the Web Portal objects must either be imported, or they are already included:
    • For NAV 2009 R2 and earlier versions - if you're using NAV objects from theses early versions, you must import the updated Web Portal objects from the product folder.
    • For NAV 2009 R2 and later versions - these objects are included in the base package.
  2. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*).
  3. Run the function Create Web Services from the Continia Web Portal list. You are only required to run this function in one company.
  4. If you continue using Continia Web Portal on-premises, then you must create a new Web Site in IIS or update the existing one.
  5. Run the function, Export Users to export web users from the Continia Users screen in NAV.

Manual upgrade from version 7.00 to version 8.00