Manual upgrade from version 8.00 to version 9.00

• 28/01/2026
• 9 Minuten Lesedauer

With Document Capture version 9.00 and Expense Management version 9.00, Continia Software is releasing an upgrade guide that our partners can use to upgrade Document Capture 8.00, Expense Management 8.00, or a system with both Document Capture 8.00 and Expense Management 8.00 installed.

This upgrade guide describes the manual upgrade of Document Capture and Expense Management on the version of Business Central 14, currently used with Document Capture and Expense Management.

If you are upgrading from a NAV client older than BC14, you cannot upgrade to Document Capture and Expense Management unless you've also upgraded the client to Business Central 14.

If you are using Document Capture or Expense Management in Microsoft Business Central online, the main upgrade will be performed automatically when you install Document Capture 9.00 or Expense Management 9.00 (after uninstallation of Document Capture 8.00 or Expense Management 8.00).

Migration from 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

Use this upgrade guide with the following versions of Document Capture and Expense Management:

Document Capture

• Document Capture 8.00 with any service pack.

Expense Management

• Expense Management 8.00 with any service pack.

If the 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 were upgraded. This means you must update these components before you start working with Document Capture and Expense Management. This guide will instruct 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 than DC8.00/EM8.00. For more information, see the previous upgrade guides:

• For Document Capture: https://continia.zendesk.com/hc/en-us/sections/201853305-Upgrade-Guides (only available to partners)

• For Expense Management: https://continia.zendesk.com/hc/da/sections/360000175700-Upgrade-Guides (only available to partners)

Task 2: Import an 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.

If you are using the Dynamics NAV server, you must restart the Dynamics NAV 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 9.00.

Task 5: Upgrade server components

To upgrade your server components:

1. Stop "Microsoft Dynamics NAV Server".
2. Uninstall ”Document Capture RTC Server” and ”Document Capture RTC Components (Scanner)”.
3. Install “Document Capture RTC Server”.
4. Install “Document Capture RTC Component (Scanner)” if needed.
5. Start "Microsoft Dynamics NAV Server"

Task 6: Upgrade client components on the upgrade client

The Role Tailored Client that performs the upgrade must also have the client components installed. This is necessary since the objects will not compile otherwise.

To upgrade client components on the MS Dynamics NAV Role Tailored Client:

1. Stop "Microsoft Dynamics NAV Client".
2. Uninstall ”Document Capture RTC Client” and ”Document Capture RTC Components (Scanner)”.
3. Install “Document Capture RTC Client”.
4. Install “Document Capture RTC Component (Scanner)” if needed.
5. Start "Microsoft Dynamics NAV Client"

Task 7: Update NAV objects and data

1. Import the new DC9.00/EM9.00 objects from the product folder. Some objects may show a warning during import as some parts of the new Version List has changed format.
2. In Import Worksheet use Replace All.
3. During object import, set Synchronize Schema to Later.

Task 8: Complete post-upgrade steps

To complete the post-upgrade task:

1. Import the object package named “(Your NAV version) - Document Capture 9.00, Expense Management 9.00 - PostUpgrade.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*). Set Synchronize Schema to Later. Some Document Capture/Expense Management objects may not compile. They are 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. The handles all companies and upgrades Document Capture and Expense Management data if needed.
9. The post-update process should complete without any errors.

Task 9: Upgrade client components

Client Add-ins are now automatically distributed to all NAV clients when needed.

Task 10: Delete the unused application and upgrade objects

After upgrading the client components, ensure that all objects compile and the upgrade is not accidentally restarted.

To delete unused application and upgrade objects:

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

Task 11: Update the Continia Web Approval Portal

The final task in the upgrade process is to update the Continia Web Portal:

1. If you continue to use Continia Web Portal on-premise, then create a new Web Site in IIS or update the existing one.
2. Run the function Export Users to export web users from the Continia Users page in NAV.