Automated data upgrade from versions 8.00–12.00 to version 24.00

• 20/03/2024
• 11 minutes to read

With Document Capture version 24.00 and Expense Management version 24.00, Continia Software is releasing a combined upgrade guide that Continia partners can use to upgrade Document Capture 8.00–12.00, Expense Management 8.00–12.00 or a system with both Document Capture 8.00–12.00 and Expense Management 8.00–12.00 installed.

This upgrade guide describes the upgrade of Document Capture and Expense Management using the more automated Data Upgrade on BC14. If you want a manual pre/post-upgrade process, see Manual upgrade from versions 8.00–12.00 to version 24.00.

If you are using Document Capture or Expense Management in Microsoft Business Central Cloud, the main upgrade will be performed automatically when you install Document Capture 24.00 and/or Expense Management 24.00.

If you want to migrate from a FOB-based version of NAV/BC to an on-premises extension/cloud, see Upgrading NAV/Business Central with Expense Management installed and Migrating Expense Management 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 8.00 with any service pack
• Document Capture 9.00 with any service pack
• Document Capture 10.00 with any service pack
• Document Capture 11.00 with any service pack
• Document Capture 12.00 with any service pack

Expense Management

• Expense Management 8.00 with any service pack
• Expense Management 9.00 with any service pack
• Expense Management 10.00 with any service pack
• Expense Management 11.00 with any service pack
• Expense Management 12.00 with any service pack

If the system is running an older version, you must first upgrade to the required versions (8.00).

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.

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 DC8.00–12.00 and/or EM8.00–12.00. For more information, see previous upgrade guides:

• For Document Capture: Supported Upgrade Paths for Continia Document Capture (FOB)
• For Expense Management: Supported Upgrade Paths for Continia Expense Management (FOB)

Task 2: Import updated Business Central license file

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

You must restart the Business Central 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 are ready to be imported later in the upgrade process.

Task 4: Upgrade server components

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

To upgrade your server components, use the following guide:

Task 5: Update Business Central objects and data

1. Import the new DC24.00 / EM24.00 objects from the product folder.
2. Some objects may show a warning during import as some parts of the new Version List has changed format. In Import Worksheet use Replace All.
3. During object import, set Synchronize Schema to Later.

Task 6: Complete post-upgrade steps

To complete the post-upgrade task:

1. Import the object package named “BC14 - DC8.00-DC11.00 to DC24.00, EM8.00-EM11.00 to EM24.00 – Direct Upgrade Post”.
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*|*BF*). Set Synchronize Schema to Later.
5. Compile all MenuSuites (not only DC and EM).
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 data upgrade process should complete without any errors. 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 following 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 '6086106' 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 6086106 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 it 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 7: Upgrade client components

To upgrade your client components, use the following guide:

Task 8: Delete unused application and upgrade objects

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

Filter: 6086100..6086199

After deleting the upgrade objects, import the upgrade placeholder objects from the fob-file containing the new Document Capture/Expense Management objects. Only import the objects within the id-range: 6086100..6086199

This ensures all objects compile and the upgrade is not accidentally restarted.

Task 9: Update the Continia Web Approval Portal

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

1. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*|*BF*).
2. Run the function Create Web Services from the Continia Web Portal list. You are only required to run this function in one company.
3. If you continue to use Continia Web Portal on-premises, then you must create a new website in IIS or update the existing one.
4. Run the function Export Users to export web users from the Continia Users page in Business Central.