Automated data upgrade from versions 8.00-9.00 to version 10.00
This is a combined upgrade guide for the release of Document Capture version 10.00 and Expense Management version 10.00. Partners can use this to upgrade Document Capture 8.00-9.00, Expense Management 8.00-9.00, or a system with both Document Capture 8.00-9.00 and Expense Management 8.00-9.00 installed.
Important
Document Capture 2022 R2 (10.00) and Expense Management 2022 R2 (10.00) are only available if you're using Business Central April 2019 (v14, FOB-based) or later versions. This means that clients using older NAV/Business Central versions CANNOT upgrade to DC10.00/EM10.00. Instead, they must upgrade to DC8.00/EM8.00, as these versions continue to be supported with service packs.
Use this guide to upgrade 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 version 8.00-9.00 to version 10.00.
If you are using Document Capture or Expense Management in Microsoft Business Central Cloud, the main upgrade performs automatically when you install Document Capture 10.00 and/or Expense Management 10.00.
To migrate from a FOB-based version of NAV/Business Central to on-premises extension / cloud, see this article in Continia PartnerZone.
Prerequisites
Important
If Document Capture and Expense Management are not already installed, you CANNOT use any information in this document.
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
Expense Management
- Expense Management 8.00 with any service pack
- Expense Management 9.00 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 Prerequisites section. If not, you must follow the upgrade guide from an earlier version to DC8.00-9.00/EM8.00-9.00. For more information, see previous upgrade guides:
- For Expense Management: Upgrading to Continia Expense Management 2022 R2 (10.00) for FOB versions.
Task 2: Import updated Business Central license file
You must use a partner developer license throughout the entire upgrade process. After the upgrade ensure to use a new/updated customer license file from Microsoft.
You must restart the Business Central server to use the new license.
Task 3: Merge objects
If you have 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. You should 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).
Note
The installer will update the add-ins folder (Client and/or Server) in the standard installation path. Therefore, if your installation path differs from the standard Microsoft path, make sure to copy the new add-in folder to the folder your installation resides in.
To upgrade your server components, use the guide in the following table:
| Version | Guide |
|---|---|
| BC14 | Only perform the following steps if you are using Business Central April 2019 (BC14):
|
Task 5: Update Business Central objects and data
Important
Before you modify objects or start the data upgrade, first back up the database.
- Import the new DC10.00 / EM10.00 objects from the product folder. 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.
- During object import, set Synchronize Schema to Later.
Task 6: Data upgrade
To complete this post-upgrade task:
- Import the object package named “BC14 - DC8.00-DC9.00 to DC10.00, EM8.00-EM9.00 to EM10.00 – Direct Upgrade Post”.
- In Import Worksheet, use Replace All.
- During import, set Synchronize Schema to Later.
- Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). Set Synchronize Schema to Later.
- Compile all MenuSuites (not just Document Capture/Expense Management).
- Run Tools > Sync. Schema For All Tables > With Validation.
- Run Tools > Data Upgrade > Start… to open the Start Data Upgrade page.
- Under Execution Mode, click Serial.
- Under Continue on Error, deselect the checkbox.
- Click OK to close the page.
The data upgrade process should complete without any errors, and the post-upgrade part of the process is now complete..
Data upgrade troubleshooting
- If the data upgrade fails, run the Get-NAVDataUpgrade [ServerInstance] -ErrorOnly powershell command to find out what the actual error is, or use the debugger with Debug Next.
- 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 '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.”
- You can try again by running Tools > Data Upgrade -> Resume…
- 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");
- Then run Tools > Data Upgrade > Resume…
- 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:
| Version | Guide |
|---|---|
| BC14 |
|
Task 8: Delete upgrade objects
After upgrading the client components, you want to ensure that all objects compile and that the upgrade is not accidentally started again.
To delete unused application and upgrade objects:
- 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 that 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:
- Compile all Document Capture and Expense Management objects (Version List filter DC|EM|CC|DN).
- Run the function Create Web Services from the Continia Web Portal list. You are only required to run this function in one company.
- If you continue to use Continia Web Portal on-premises, then you must create a new website in IIS or update the existing one.
- Run the function Export Users to export web users from the Continia Users page in Business Central.