Upgrading from versions 4.50-6.50 to version 8.00

  • 28/01/2026
  • 17 Minuten Lesedauer

With Continia Document Capture 8.00 and Continia Expense Management 8.00, Continia Software released a combined guide that partners can use to upgrade directly from Document Capture 4.50-6.50/Expense Management 2.60-6.50 to Document Capture 8.00/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 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're using Document Capture or Expense Management in Microsoft Business Central online, the main upgrade is performed automatically when you install Document Capture 8.00/Expense Management 8.00 (after uninstallation of Document Capture 7.00/Expense Management 7.00).

To migrate from FOB-based version of NAV/BC to on-premises extension and/or online, see Overview: Migrating from BC14 (FOB-based) to BC17 or newer versions (on-premises and/or cloud).

Prerequisites

Wichtig

If Document Capture and Expense Management are not already installed, you should 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 your system is running an older version, you must first upgrade to the required versions.

In this version, the Document Capture Client Components and Server Components have been upgraded – and you must update these components before you start working with Document Capture and Expense Management. This guide instructs 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 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 Document Capture 4.50/Expense Management 2.60. For more information, see previous upgrade guides:

Task 2: Import updated NAV license file

The upgrade process must be performed using a partner developer license. After the upgrade, you must use a new/updated customer license file from Microsoft and import it into NAV.

If you're using the Dynamics NAV Server, you must restart it to use the new license.

Task 3: Merge objects

If you have modified the system, check if any of the modified objects conflict with Document Capture or Expense Management objects and merge if necessary. The best practice is to merge objects in a test system, so they're ready to be imported later in the upgrade process.

Task 4: Verify product activation status before upgrading

Hinweis

This task is not relevant when upgrading from Document Capture 6.00.x or Document Capture 6.50.x, or when upgrading from Expense Management 4.00.x or Expense Management 6.50.x.

Before starting the upgrade, make sure that 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 stops 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 DC and EM separately in each company. The upgrade can't continue unless all product/company combinations are either activated or deactivated.

Task 5: Check pre-upgrade package

The pre-upgrade package depends on both the Document Capture/Expense Management version you're upgrading from and the NAV/Business Central version.

Wichtig

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 BC14 (Business Central April 2019)
    • The DC/EM version before the upgrade is DC4.50 and EM2.60
    • This is the pre-upgrade .fob

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

  1. Go to either Document Capture Setup or Expense Management Setup and click Upgrade Data to Latest Version to perform the pre-upgrade.
  2. Start the upgrade in a company with either Document Capture or Expense Management activated.

Task 6: Install all tools and components

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

Hinweis

The installer updates the add-ins folder (Client and/or Server) in the standard installation path. If your installation path differs from the standard Microsoft path, copy the new add-in folder to the folder your installation resides in.

Task 7: Upgrade server components

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


VersionGuide
NAV Server 2009 -> 2009 R2Only 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. Using the Add or remove programs functionality in Windows, 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 are using Dynamics NAV 2013 -> Microsoft Dynamics 365 Business Central April 2019 (BC14):
  1. Stop Microsoft Dynamics NAV Server.
  2. Using the Add or remove programs functionality in Windows, 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 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) via the Add or remove programs functionality in Windows.
  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 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) via the Add or remove programs functionality in Windows.
  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

Wichtig

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

  1. Import the new Document Capture 8.00/Expense Management 8.00 objects from the product folder.
  2. In Import Worksheet, use Replace All. Some objects may show a warning during import as some parts of the new version list have changed format.
  3. For NAV 2015 and later, set Synchronize Schema to Later during the object import.

Warnung

For all versions from NAV 2013 to Business Central October 2018 (BC v13), the following applies: When importing the DC8.00/EM8.00 object package, skip the four pages mentioned below. The pages were unintentionally included in the release packages, but have been 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

To complete the post-upgrade task:

  1. Import the object post-upgrade package corresponding to your NAV/Business Central version and the Document Capture/Expense Management version that you are upgrading from (e.g.: 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 a newer version, set Synchronize Schema to Later during import.
  4. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*).
  5. If using NAV 2015 or a newer version, set Synchronize Schema to Later. Some DC/EM objects may not compile. They're deleted later in the upgrade process.
  6. Compile all MenuSuites (not only Document Capture and Expense Management).
  7. If using NAV 2015 or a newer version, run Tools > Sync. Schema For All Tables > With Validation.
  8. Restart the RTC Client.
  9. Start the upgrade in a company with either Document Capture or Expense Management activated.
  10. 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 routine handles all companies and upgrades Document Capture/Expense Management data if needed.
  11. The post-update process should complete without any errors.
  12. Restart the RTC Client.
  13. Verify that the activation status of the upgraded companies is as expected.

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 ClientsOnly perform the following steps if you are using Dynamics NAV Classic:
  1. Using the Add or remove programs functionality in Windows, 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 Clients 2009 -> 2016Only perform the following steps if you are using Dynamics NAV 2009 -> 2016:
  1. Using the Add or remove programs functionality in Windows, uninstall Document Capture RTC Client Components.
  2. Install Document Capture RTC Client Components.
NAV RTC Clients 2017 -> BC14
  1. Using the Add or remove programs functionality in Windows, uninstall Document Capture RTC Client and Document Capture RTC Components (Scanner).
  2. Client Add-ins are now automatically distributed to all NAV clients when needed.

Task 11: Delete unused application and upgrade objects

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

Filter: 6086100..6086199

Hinweis

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, when you upgrade from one of the versions below, delete the objects specified:

  • Tables:
    6085620|6085701

The objects below are deleted in code, it is therefore not necessary 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 in Document Capture 8.00 and Expense Management 8.00. Only the classic client is supported.

All Document Capture and Expense Management pages, except web service pages, should be deleted. 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

To update the Continia Web Approval Portal:

  1. If you use NAV objects below 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 is only required to run this function in one company.
  4. If you continue to use Continia Web Portal on-premises, create a new website in IIS or update the existing one.
  5. Run the function Export Users to export web users from the Continia Users page in NAV.

Task 13: Update vendor templates configured with 'Prices incl. VAT'

Only needed if upgrading from versions DC4.50, DC5.00 and DC5.50 and the system contains vendor templates with Prices incl. VAT:

With the release of Document Capture 6.00, 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. The updated functionality and the changes needed are described in How to upgrade templates with Prices Incl. VAT when upgrading to DC6.00.

The article mentions the Template Upgrade Tool, which can be found in the Document Capture 8.00 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