Upgrading from versions 2.60–6.50 to version 8.00

  • 28/11/2025
  • 18 minutter at læse

This is a combined upgrade guide for the release of Continia Document Capture 8.00 and Continia Expense Management 8.00. Partners can use this guide to upgrade directly from Document Capture 4.50–6.50 to Document Capture 8.00, and from Expense Management 2.60–6.50 to Expense Management 8.00.

Bemærk

When you upgrade from Document Capture 7.00/Expense Management 7.00 to version 8.00, use the regular upgrade procedure described in Manual upgrade from version 7.00 to version 8.00 or Automated data upgrade from version 7.00 to version 8.00.

Use this guide to manually upgrade Document Capture (DC) and Expense Management (EM) in the version of Microsoft Dynamics NAV/Business Central (BC) currently used with Document Capture and Expense Management, (NAV 3.70 to BC v14).

If you're using Document Capture or Expense Management in Microsoft Dynamics 365 Business Central online, the main upgrade performs automatically when you install Document Capture 8.00/Expense Management 8.00, (after uninstalling Document Capture 7.00/Expense Management 7.00).

To migrate from a FOB-based version of NAV/Business Central to an on-premises extension/online version, see Upgrading NAV/Business Central with Expense Management installed and Migrating Expense Management from Business Central on-premises to cloud.

Prerequisites

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

Use this upgrade guide, with the following versions of Document Capture and Expense Management:

Document Capture

  • Document Capture 4.50 with any service pack
  • Document Capture 5.00 with any service pack
  • Document Capture 5.50 with any service pack
  • Document Capture 6.00 with any service pack
  • Document Capture 6.50 with any service pack

Expense Management

  • Expense Management 2.60 with any service pack
  • Expense Management 3.00 with any service pack
  • Expense Management 3.50 with any service pack
  • Expense Management 4.00 with any service pack
  • Expense Management 6.50 with any service pack

If the system is running an older version, you must first upgrade it 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.

Task 1: Check minimum version requirements

Ensure your current system is running one of the supported versions of Document Capture or Expense Management listed in the Prerequisites section. If not, you must follow the relevant upgrade guide from an earlier version to Document Capture 4.50/Expense Management 2.60. For more information, see previous upgrade guides:

Task 2: Import an updated NAV 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've modified your customer's system, check if any of the modified objects conflict with Document Capture or Expense Management objects, then 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: Import the pre-upgrade package

The pre-upgrade package depends on both your NAV/Business Central version and the version of Document Capture/Expense Management that you're upgrading from. Ensure you double check these details.

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You must use the correct upgrade package.

Here's an example of a pre-upgrade filename and how to interpret it:

  • “NAV 2016 to BC14 - DC4.50 to DC8.00, EM2.60 to EM8.00 – Direct Upgrade Pre”.fob
    • The NAV version is between NAV 2016 and BC v14 (Business Central April 2019 )
    • The Document Capture and Expense Management version before the upgrade is DC v4.50 and EM v2.60
    • This is the pre-upgrade .fob

Task 5: Run the pre-upgrade step

After importing the correct pre-upgrade package (replace all),

  1. Go to either Document Capture Setup or Expense Management Setup.
  2. Click Upgrade Upgrade Data to Latest Version. This performs the pre-upgrade.

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You must start the upgrade in a company with either Document Capture or Expense Management activated.

If you upgrade from DC v6.00.x or DC v6.50.x, or from EM v4.00.x or EM v6.50.x, the following isn't relevant:

  • Before starting the upgrade, ensure the product activation status is correct in all companies that are being upgraded. If the upgrade code detects a company without a valid activation state, it will stop the upgrade with the following error message:

    • "One or more companies have a wrong activation state. Run page 6086102 "CDC Company Registration Upg." to update the companies activation state, and then rerun the pre-migration to continue the upgrade process."

  • Running this page/form (depending on the NAV version) allows you to activate or deactivate Document Capture and Expense Management separately for each company. The upgrade can't continue unless all product/company combinations are either activated or deactivated.

Task 6: Upgrade server components

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

Bemærk

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, you must copy the new add-in folder to the folder that your installation resides in.

To upgrade your server components, use the appropriate guide, (depending on your version of NAV/Business Central).

VersionGuide
NAV Server 2009 – 2009 R2Only perform the following steps if you're using Dynamics NAV 2009 – 2009 R2:
  1. Stop “Microsoft Dynamics NAV Server”. Set it to start up manually.
  2. Stop “Microsoft Dynamics NAV Business Web Services”, if it has been started. Set it to start up manually.
  3. Restart the Windows server.
  4. Uninstall “Document Capture RTC Server Components”. 
  5. Install “Document Capture RTC Server Components”.
  6. 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.
  7. Start “Microsoft Dynamics NAV Server”. Set it to start up automatically.
  8. Start “Microsoft Dynamics NAV Business Web Services”, if needed. Set it to start up automatically.
NAV Server 2013 – BC14Only perform the following steps if you're using Dynamics NAV 2013 – Business Central April 2019 (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 Classic Upgrade PCOnly perform the following steps if you're using Dynamics NAV Classic:
  1. On the computer where you perform the upgrade, you must uninstall “Document Capture Classic Client Components” and “Document Capture Classic Components (Scanner)”
  2. Install “Document Capture Classic Client Components”.
  3. Install “Document Capture Classic Components (Scanner)”, if needed.
NAV RTC Upgrade PCOnly perform the following steps if you're 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 7: Update NAV objects and data

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Before carrying out object modifications or starting the data upgrade, back up the database.

  1. Import the new DC v8.00/EM v8.00 objects from the product folder. Some objects may show a warning during import, as some parts of the new Version List have a changed format.
  2. In Import Worksheet use Replace All.
  3. For NAV 15 and later, during object import, set Synchronize Schema to Later.

Advarsel!

For all versions from NAV 2013 to Business Central October 2018 (BC v13), refer to the following pages. However, if you're importing the DC v8.00/EM v8.00 object package, skip the four pages mentioned below as the pages were unintentionally included in the release packages but will be removed in service pack 1.

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

Task 8: Complete post-upgrade steps

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Start the upgrade in a company with either Document Capture or Expense Management activated.

To complete the post-upgrade task:

  1. Import the object post-upgrade package corresponding to your NAV/BC version and the Document Capture/Expense Management version that you're upgrading from (such as “NAV 2016 to BC14 – DC4.50 to DC8.00, EM2.60 to EM8.00 – Direct Upgrade Post.fob”).
  2. In Import Worksheet, use Replace All.
  3. If using NAV 2015 or later, during import, set Synchronize Schema to Later.
  4. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). If using NAV 2015 or a later version, set Synchronize Schema to Later. Some DC/EM objects may not compile. They will be deleted later in the upgrade process.
  5. Compile all MenuSuites (not only Document Capture and Expense Management).
  6. When using NAV 2015 or a newer version, run Tools > Sync. Schema For All Tables > With Validation.
  7. Restart the RTC Client.
  8. Run the function Upgrade Data to Latest Version from the Document Capture Setup card or the Expense Management Setup card in any activated company. This will handle all companies and upgrade Document Capture and Expense Management data, if needed.
  9. The post-update process should complete without any errors.
  10. Restart the RTC Client.
  11. Verify that the activation status of the upgraded companies is as expected.

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

Task 9: Upgrade client components

Depending on your version of NAV/Business Central, upgrade your client components, using one of the guides following guides:

VersionGuide
NAV Classic ClientsOnly perform the following steps if you're using Dynamics NAV Classic:
  1. Uninstall “Document Capture Classic Client Components”.
  2. Uninstall “Document Capture Classic Components (Scanner)”.
  3. Install “Document Capture Classic Client Components”.
  4. Install “Document Capture Classic Components (Scanner)”, if needed.
NAV RTC Clients 2009 – 2016Only perform the following steps if you're using Dynamics NAV 2009 – 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 10: Delete the unused application and upgrade objects

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

Filter: 6086100..6086199

Bemærk

For versions before NAV 2015, you must manually empty all upgrade tables and obsolete tables before deletion.

Some objects that were part of the Document Capture/Expense Management version that you upgraded from are not needed anymore. Therefore, whenever you upgrade from one of the versions below, delete the objects specified:

  • Tables:
    6085620|6085701

The objects below are deleted in code, so it's unnecessary to delete them manually:

  • Forms:
    6085606|6085716|6085751|6086348|6086403|6086418|6192771|6192773|6192776
  • Pages:
    6085606|6086037|6086054|6086348|6192771|6192777|6192778|6192773|6192776
  • Codeunits:
    6085620|6085622|6085747|6085800|6086335|6085929|6192774|6192776|6192778

Specifically for 2009 R2 RTC

Support for the NAV 2009 R2 RoleTailored Client has been discontinued as of DC v8.00 and EM v8.00. Only the Classic Client is supported.

Delete all Document Capture and Expense Management pages, except web service pages. Pages used as web services by the Continia Web Approval Portal all end with “(WS)” in the object name.

Document Capture contains modifications to the four standard pages mentioned below. Manually remove these modifications after the upgrade.

  • Page 26 Vendor Card
  • Page 138 Posted Purchase Invoice
  • Page 140 Posted Purchase Credit Memo
  • Page 344 Navigate

Task 11: Update the Continia Web Approval Portal

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

  1. If you use NAV objects below NAV 2009 R2, import the updated Web Approval 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 to use Continia Web Portal on-premises, then you must create a new website in IIS or update the existing one.
  5. From the Continia Users screen in NAV, run the function Export Users to export web users.

Task 12: Update vendor templates configured with “Prices incl. VAT”

The following is only necessary if you upgrade from versions DC v4.50, DC v5.00, or DC v5.50 and the system contains vendor templates with “Prices incl. VAT”.

For the release of Document Capture v6.00, the registration of purchase documents with “Prices incl. VAT” was changed. For you to fully benefit from the new functionality, some modifications to existing vendor templates are needed. For more information about the updated functionality and necessary changes, see How to upgrade templates with prices, including VAT, when upgrading to DC6-00 (this article is only available to partners).

The article mentions the “Template Upgrade Tool”. You can find this in the DC v8.00 product .fob by importing the following objects:

Table: 6086110 and 6086111
Page: 6086100 and 6086101

Manual upgrade from version 7.00 to version 8.00

Automated data upgrade from version 7.00 to version 8.00