Automated Data Upgrade from Versions 8.00–24.00 to Version 25.00

• 13/03/2025
• 11 minutes to read

With Document Capture version 25.00 and Expense Management version 25.00, Continia Software is releasing a combined upgrade guide that our partners can use to upgrade Document Capture 8.00–24.00, Expense Management 8.00–24.00 or a system with both Document Capture 8.00–24.00 and Expense Management 8.00–24.00 installed.

This upgrade guide describes how to upgrade of Document Capture and Expense Management using the more automated Data Upgrade on BC14.

If you're looking for the manual Pre and Post Upgrade process, see Manual Upgrade from Versions 8.00–24.00 to Version 25.00.

If you're using Document Capture or Expense Management in Microsoft Business Central Cloud, the main upgrade is performed automatically when you install Document Capture 25.00 and/or Expense Management 25.00.

For migration from FOB-based version of NAV/BC to On-Premises Extension and/or Cloud, see Upgrading NAV/Business Central with Expense Management Installed and Migrating Expense Management from Business Central On-Premises to Cloud.

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 to the required versions (8.00).

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 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.

If Document Capture and Expense Management are not already installed, you should not use any information in this document.

Pre requisites

Document Capture 2024 R2 (25.00) and Expense Management 2024 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 2 (BC v23)
• Business Central April 2019 (v14, FOB-based) This means that clients using older NAV/BC versions cannot upgrade to DC25.00/EM25.00. Instead, they must upgrade to DC8.00, 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 Summary section. If not, you must follow the upgrade guide from an earlier version to DC8.00–24.00 and/or EM8.00–24.00. You can find previous upgrade guides in Supported Upgrade Paths for Continia Document Capture (FOB) and Supported Upgrade Paths for Continia Expense Management (FOB).

Task 2: Import an updated Business Central license file

You must use a partner developer license to perform the upgrade process. After the upgrade ensure you use a new/updated customer license file from Microsoft. To use the new license, restart the Business Central Server.

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. You should merge objects in a test system, so they're ready to be imported later on 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).

To upgrade your server components, use the following guide:

Task 5: Update Business Central objects and data

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 has changed format. Use “Replace All” in Import Worksheet. Set Synchronize Schema to “Later” during object import.

Task 6: Data upgrade

To complete the Post-Upgrade step:

1. Import the object package named “BC14 - DC8.00-D24.00 to DC25.00, EM8.00-EM24.00 to EM25.00 – Direct Upgrade Post”. Use “Replace All” in Import Worksheet. Set Synchronize Schema to “Later” during import.

2. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*|*BF*|*CA*). Set Synchronize Schema to “Later”.

3. If you're using MS Dynamics NAV 2019 Spring or earlier, refresh the workflow templates. In the current version, the workflow templates have been updated and need to be refreshed manually in each company. To do that:

   • Disable the current workflows associated with Expense Management (they're prefixed with CEM).
   • Manually run the codeunit 6086372 - CEM Workflow Setup, which generates new workflow templates.
   • Create new workflows from each of these templates. Remember to enable the workflows after creating them

4. Compile all MenuSuites (not only Document Capture and Expense Management).

5. Run Tools -> “Sync. Schema For All Tables” -> “With Validation”.

6. Run Tools -> “Data Upgrade” -> “Start…” to open the Start Data Upgrade page.

7. Under Execution Mode, select Serial, and then clear the checkbox under Continue on Error. Select OK to close the page.

The Data Upgrade process should complete without any errors.

Data upgrade troubleshooting

1. 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”.
2. If you receive the error message: “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.”, this means there's a problem downloading the Control Add-in resources. This problem can occur when our services are down, or it could be a server Firewall problem.
3. Try running it again by Running Tools -> “Data Upgrade” -> “Resume…”.
4. 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");
5. Then Run Tools -> “Data Upgrade” -> “Resume…”.
6. This skips having to download the Control Add-in when upgrading, therefore you must download them manually after the Data Upgrade from Document Capture Setup page: On the Actions tab, select Import Continia Web Client Add-Ins and Import Client Add-Ins to import all relevant add-ins.

Task 7: Upgrade client components

To upgrade your client components, use the following guide:

Task 8: Delete 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

Task 9: Update the Continia Web Approval Portal

To update the Continia Web Approval 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. It is only required to run this function in one company.
3. If you continue to use Continia Web Portal on-premises, then 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 BC.