Install components (add-ins)

  • 29/09/2023
  • 6 minutes to read

A part of the setup and configuration of Continia e-Documents Import includes installing components to enable direct communication and styling of the received documents. This article will walk you through the steps needed to successfully install the components.

Communication components

The components is used for direct communication with the supported VANS-providers. Follow the steps below to install them.

Continia SFTP communication component

The Continia SFTP communication component is used when sending electronic documents and importing receipts from the VANS-providers KMD and Sproom. The communication is done through SFTP.

Continia Pagero communication component

The Continia Pagero communication component is used when sending electronic documents and importing receipts from the VANS-provider Pagero. The communication is done through an API.

Important

Even though you do not use direct communication and therefore do not need the components you have to install them anyway. The communication codeunit using the components are also used in other areas of Continia e-Documents Import and therefore it must be able to compile.

If you do use direct communication you must install both of the components regardless of the VANS-provider you have selected to be able to compile the communication codeunit.

Continia Xslt Converter component

The Continia Xslt converter is used to style or convert the received documents from an xml file into a HTML file using the stylesheet files from the product package. This component needs to be installed to have a visual representation of the received document.

Important

The codeunit CEDO XsltConvert Mgt. (6014363) must be able to compile for the styling to work. If you fail to do so the Document Journal page will throw errors at runtime.

Install the components

The installation must be done on the server where the ServiceTier service is located. Follow the steps below to install the components.

  1. In the root of the product folder, click on the Setup.exe. A dialog appears showing a security warning and asking you to confirm to open the setup.
  2. Choose Run.
  3. In the section Dynamics NAV Server, choose the Server Add-Ins button. The Dynamics NAV Server Add-Ins window now appears.
  4. In the Dynamics NAV Version Filter field, choose the version of Dynamics NAV or Business Central on premises you need to install the components for.
  5. In the Select Dynamics NAV Service Tier field, choose the specific service where the components must be installed.
  6. Choose the Install button. A message appears showing you the components has been installed.
  7. Choose the Close button to close the setup.

The installation of the components is now complete.

Install the add-in

To have the embedded visualization of received electronic documents working an add-in needs to be installed. If you are also using Continia Document Capture you can skip this part as the add-in is already installed as part of the Continia Document Capture installation.

  1. In the root of the product folder, click on the Setup.exe. A dialog appears showing a security warning and asking you to confirm to open the setup.
  2. Choose Run.
  3. In the section Dynamics NAV Server, choose the Continia DC Add-Ins button. A new window now appears with a list of folders.
  4. Choose the relevant folder Software\RoleTailored Client\Version\Add-ins\Continia Choose the folder matching your version of Dynamics NAV or Business Central on premises if the folder RoleTailored.
  5. Choose the Components folder.
  6. In the folder, click on the Setup.exe.
  7. Follow the installation instructions.

The add-in is now installed. Now you need to add it to the Add-Ins table in Dynamics NAV or Business Central on premises.

  1. Open the Microsoft Dynamics NAV Development Environment, and then open the relevant database.
  2. On the Microsoft Dynamics NAV Development Environment window, choose the Tools menu, and then choose the Object Designer button. A window with the object designer now opens.
  3. On the Object Designer windows, use the filter buttons on the left side, and then choose Codeunit.
  4. On the Object Designer window, place the marker in the ID column.
  5. On the Microsoft Dynamics NAV Development Environment window, choose the View menu, and then choose Table Filter... button.
  6. On the Object - Table Filter window, in the Filter field, enter 6014367.
  7. Choose the Apply button.
  8. Choose the OK button. The Object Designer window contains the codeunit you can use to install the permission sets with.
  9. On the Microsoft Dynamics NAV Development Environment window, choose the Run button. The codeunit is now executed and the permission sets is added to the database.

Please note that the approval functionality and embedded visualization of received electronic documents only works from NAV2013 or later.

Next Step

Install objects