Manual upgrade from versions 8.00–24.00 to version 25.00

  • 03/12/2025
  • 11 minutes to read

This is a combined upgrade guide for the release of Continia Document Capture 25.00 and Continia Expense Management 25.00. Partners can use this guide to upgrade directly from Document Capture 8.00–24.00 to Document Capture 25.00 and Expense Management 8.00–24.00 to Expense Management 25.00.

Use this guide to manually upgrade Document Capture/Expense Management. If you want a more automated process, see Automated data upgrade from versions 8.00–24.00 to version 25.00. The document describes how to upgrade Document Capture or Expense Management using the new Data Upgrade tools from Microsoft.

If you are using Document Capture or Expense Management in Microsoft Business Central online, the main upgrade will be performed automatically when you install DC25.00/EM25.00.

To migrate from a FOB-based version of NAV/BC 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

Important

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 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
  • Document Capture 24.00 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
  • Expense Management 24.00 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.

Important

Document Capture 2024 R2 (25.00) and Expense Management R2 (25.00) are only available if you're using one of the following versions of Business Central:

  • Business Central 2024 release wave 2 (BC v25)
  • Business Central 2024 release wave 1 (BC v24)
  • Business Central 2023 release wave 1 (BC v23)
  • Business Central April 2019 (v14, FOB-based)

This means that clients using older NAV/BC versions will not be able to upgrade to DC25.00/EM25.00. Instead, they must upgrade to DC8.00/EM8.00, as this version will continue to be supported with service packs.

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 DC4.50 and or EM2.60. For more information, see previous upgrade guides:

Task 2: Import an 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, 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: Check pre-upgrade package

There is no pre-upgrade step in version 25.00.

Task 5: 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 following guide:


VersionGuide
BC14Only perform the following steps if you are using Business Central April 2019 (BC14):
  1. Stop “Business Central Server Server”.
  2. Uninstall “Document Capture RTC Server Components”. 
  3. Install “Document Capture RTC Server Components”.
  4. If you haven’t installed the Microsoft Business Central 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 Business Central Server”.

Task 6: Update Business Central objects and data

Important

Before you modify objects or start the data upgrade, first back up the database.

  1. Import the new DC25.00/EM25.00 objects from the product folder. Some objects may show a warning during import as some parts of the new Version List have changed format.
  2. In Import Worksheet use Replace All.
  3. During object import, set Synchronize Schema to Later.

Task 7: Complete post-upgrade steps

Important

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-DC24.00 to DC25.00, EM8.00-EM24.00 to EM25.00 – 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*|*CA*). Set Synchronize Schema to Later. Some DC/EM objects may not compile. They will be deleted later in the upgrade process.
  5. Refresh the workflow templates if you're using MS Dynamics NAV 2019 Spring or earlier. In the current version, the workflow templates have been updated and they would need to be refreshed manually in each company. To do that:
  • Disable the current workflows associated with Expense Management (they are prefixed with CEM).
  • Manually run the codeunit 6086372 - CEM Workflow Setup, which will generate new workflow templates.
  • Create new workflows from each of these templates. Remember to enable the workflows after creating them.
  1. Compile all MenuSuites (not only Document Capture and Expense Management).
  2. Run Tools > Sync. Schema For All Tables > With Validation.
  3. Restart the RTC Client.
  4. Run the function Upgrade Data to Latest Version from the Document Capture Setup card or the Expense Management Setup card in any activated company. The will handle all companies and upgrade Document Capture and Expense Management data if needed.
  5. The post-update process should complete without any errors.
  6. Restart the RTC Client.
  7. Verify that the activation status of the upgraded companies is as expected.

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

Task 8: Upgrade client components

To upgrade your client components, use the following guide:


VersionGuide
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 9: Delete the unused application and 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:

  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

This ensures that all objects compile and the upgrade is not accidentally started again.

Task 10: 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*|*CA*).
  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.

Automated data upgrade from versions 8.00–24.00 to version 25.00