• 23/01/2026
  • 16 minutes to read

Upgrading from versions 2.60–6.50 to version 8.00

With Document Capture 8.00 and Expense Management 8.00, Continia Software is releasing an upgrade guide that our partners can use to upgrade directly from Document Capture 4.50-6.50/Expense Management 2.60-6.50 to Document Capture 8.00 and or Expense Management 8.00.

When upgrading 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.

This upgrade guide describes the manual upgrade of Document Capture and Expense Management on the version of NAV (NAV 3.70 to BC14) currently used with Document Capture and Expense Management.

If you are using Document Capture or Expense Management in Microsoft Business Central online, the main upgrade will perform automatically when you install DC8.00/EM8.00 (after uninstalling DC7.00/EM7.00).

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

Prerequisites

Important

If Document Capture and Expense Management are not already installed, you CANNOT use any information in this document. Instead, see the Quick Guide for installing Document Capture or Expense Management.

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 to the required versions.

In this version, we have upgraded the Document Capture Client Components and Server Components, and you must update these components before you start working with Document Capture and Expense Management. This guide will instruct you on how to do this correctly. The Document Capture and Expense Management objects in this version are not backward-compatible with older components, and the components in this version are not backward-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, you must follow the upgrade guide from an earlier version to DC4.50/EM2.60. Refer to the previous upgrade guides:

Task 2: Import 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, then 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: Import 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.

Important

Be sure to double check these details so you use the correct upgrade package.

Here is 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 BC14 (Business Central April 2019 )
    • The Document Capture/Expense Management version before the upgrade is DC4.50 and EM2.60
    • This is the pre-upgrade .fob

Task 5: Run 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.

Important

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

If you upgrade from DC6.00.x or DC6.50.x, or from EM4.00.x or EM6.50.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 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: Install all tools and components

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

Note

The installer updates the add-ins folder (Client/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.

Task 7: Upgrade server components

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


VersionGuide
NAV Server 2009 -> 2009 R2

Only perform the following steps if you are 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 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 -> BC14

Only perform the following steps if you are using Dynamics NAV 2013 -> Microsoft Dynamics 365 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 PC

Only perform the following steps if you are 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 PC

Only 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 8: Update NAV objects and data

Important

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

  1. Import the new DC8.00/EM8.00 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.

Warning

For all versions from NAV 2013 to Business Central October 2018 (BC v13), refer to the following pages. However, if you're importing the DC8.00/EM8.00 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 9: Post-upgrade

Important

You must 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 BC version (“BC14 - DC8.00-DC12.00 to DC24.00, EM8.00-EM12.00 to EM24.00 – Direct Upgrade Post.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*|*BF*). Set Synchronize Schema to Later. Some Document Capture/Expense Management objects may not compile and will be deleted later in the upgrade process.
  5. Compile all MenuSuites (not just Document Capture and Expense Management).
  6. 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 upgrade 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 10: Upgrade client components

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


VersionGuide
NAV Classic Clients

Only perform the following steps if you are 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 -> 2016

Only perform the following steps if you are 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 11: Delete unused application and upgrade objects

To delete unused application and upgrade objects:

  1. Remove the upgrade objects (All object types, with Force): Filter: 6086100..6086199
  2. 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

Note

For versions prior to NAV 2015, you must manually upgrade tables and obsolete tables before deletion.

Some objects that were part of the Document Capture/Expense Management version that you upgraded from are now no longer needed. Therefore, whenever you upgrade from one of the following versions, delete the objects specified:

  • Tables:
    6085620|6085701

The following objects are deleted from the code, therefore you do not need 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 RoleTaylored Client has been discontinued in DC8.00 and EM8.00. Only the classic client is still 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 following four standard pages. 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 12: 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 prior to NAV 2009 R2, you must 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. It's 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 page in NAV, run the function Export Users to export web users.

Manual upgrade from version 7.00 to version 8.00
Automated data upgrade from version 7.00 to version 8.00