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Jet Enterprise Installation Instructions for Jet Partners. V3.02.18. Installation Process for Partners. This document describes the process for installing, executing and deploying a Jet Enterprise project. - PowerPoint PPT Presentation
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Jet EnterpriseInstallation Instructions for Jet Partners
V3.02.18
Installation Process for Partners
This document describes the process for installing, executing and deploying a Jet Enterprise project.
To ensure that you have the latest version of this document, please check our resource site-http://www.jetreports.com/welcome-enterprise/
Hyperlinks like this one are used throughout to allow the user to move through the document in an effective manner. These will function when the presentation is viewed in ‘slideshow’ mode or ‘reading view’
Videos for are available for some parts of the process. Select themovie camera icon to be directed to the related video
If you have any questions or concerns please [email protected]
Go to overview page
Overview of Installation Process
Schedule project to be automatically refreshed
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Some tabs have multiple slides. Arrow icons below the tabs can be clicked to navigate to the next slide
Tabs across the top of each page show the installation procedure. When viewed in “slideshow” mode or “reading view” these tabs can be clicked to navigate through the process.
The process is intended to be completed by proceeding from left-to-right through the Execution of the project. After this step, the order of the process doesn’t matter.
Some tabs are specific to an ERP system (NAV, AX or GP). Follow these steps only if you are connecting to the specified ERP system.
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Pre-Installation Checklist 1 of 2To ensure a fast and successful deployment, please complete the following checklist
• The operating system on the server must be Microsoft Windows Server 2003 or later. • The latest available Service Packs should be installed for the operating system.• Note – for demonstration purposes the Jet Data Manager can be installed on a desktop or laptop
running Windows XP or later.
Confirm the operating system on the server meets minimum requirements
• This is required to install the Jet Data ManagerConfirm the Server has Internet Access
• Standard or Enterprise version of SQL Server 2005 or later must be installed with the latest service packs.• If using SQL 2008, backwards compatibility tools are required• If using SQL 2008 R2, this KB might be needed http://support.microsoft.com/kb/2315727/ • The following components must be installed:
• Database Engine• Integration Services (SSIS)• Analysis Services (SSAS)
Confirm the SQL server components are installed with the latest service packs
• Note – this step can be skipped for NAV databases hosted on Native NAV servers.• A 32-bit machine will be running 32-bit version of SQL Server. • A 64-bit machine may be running either 32-bit or 64-bit version of SQL Server.
Check whether SQL Server is 32-bit or 64-bit Details
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Pre-Installation Checklist 2 of 2To ensure a fast and successful deployment, please complete the following checklist
• The latest version of Microsoft .NET Framework (v4.0 or later) must be installed• This may be available at• http://www.microsoft.com/downloads/en/details.aspx?familyid=9cfb2d51-5ff4-4491-b0e5-b386f
32c0992
Confirm that .NET v4.0 or later is installed
• This login needs to have sysadmin rights on the SQL server. • This login needs to have db_owner role or Super (Data) rights on the Dynamics NAV database.• A best practice is to set up a utility user that is part of the domain and serves to run the
scheduled updates as well as make changes in the Jet Data Manager.
Set up a utility user with appropriate rights
• The “Log On As” properties for SSAS and SSIS must be set to be the same Local System Administrator as will be used when installing the Jet Data Manager (ideally the utility user defined in the previous step). These services can’t be running as “Network” or “Local” services.
• The Database Engine, Integration Services (SSIS) and Analysis Services (SSAS) must be started
Set the “Log on As” properties of SQL services and ensure they
are started
• Note – this step is only required for NAV databases on Native servers
For Native NAV servers – Confirm that the ODBC driver
has been installed and properly configured
• Make sure you have sufficient privileges in AX to access the Application Object Tree (AOT)For Dynamics AX Installations – Ensure sufficient privileges in AX
Details
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Download files
Download the following files from our Jet Enterprise Welcome Site: http://www.jetreports.com/welcome-enterprise/
• Jet Data Manager 12.7.xx.zip (or current version number).The xx represents either the 32- or 64-bit version of the installation packageNote: The 32-bit version is required for all 32-bit SQL servers and all Native NAV servers.
• NAV Adapter.zip Dynamics NAV (versions 4.0 SP1 to 2009 R2) only• NAV 2013 Adapter.zip Dynamics NAV 2013 only• AX Adapter.zip Dynamics AX installations only
If you need the latest version of Jet Essentials for your client machines this can be downloaded from our Support site at –http://support.jetreports.com
Note: Partners can download sample databases for demonstration purposes from the Partner Portal at: http://www.jetreports.com/partner-portal/partner-portal.php
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Install the Adapter for Dynamics NAV1 of 2
This section provides details on how to install the Adapter for Dynamics NAV editions 4.0 SP1 through 2009 R2. For instructions on NAV 2013 please see the following section.
1. Extract the NAV Adapter ZIP file to the Desktop
2. Load Objects into NAV
• Open NAV using a login that has access to the Object Designer
• Open the Object Designer: "Tools -> Object Designer" (If the button is greyed out you do not have permissions to use the Object Designer)
• Open the Import Objects window: "File -> Import“
• Select the FOB file from the folder extracted in Step 1 and click Open.
• If the following dialog box appears, select "Yes".
If the dialog box reports a conflict please contact Jet Reports before proceeding. Conflicts arise only when there is a newer or modified version of the adapter already present.
Pre-Installation Checklist
Download Files
NAV Adapter4.0 to 2009 R2
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AX
AX Adapter Execute - GP
Determine SQL Collation
NAV 2013
How to Install the Adapter for Dynamics NAV2 of 2
3. Configure the Adapter
• Select the "Form" button on the left side of the Object Designer and find the row named “Adapter Setup”
• Click Run
• In the "Standard Setup File" point to the configuration file provided by Jet Reports that matches current NAV version (“AdapterSetup500.txt” for NAV 5.0, for example)
• In the "Update Time", type in 1:00 and then click the mouse on the “Standard Setup File” field. This will format the time properly
• Click the Functions button and select Create Data
• A window will appear that will allow you to bypass particular objects
• Click Ok
• If the process completes successfully without error close the “Adapter Setup” window.
If an error occurs select here:
NAV Adapter Troubleshooting
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Install the Adapter for Dynamics NAV 20131 of 3
This section provides details on how to install the Adapter for Dynamics NAV 2013 . For instructions on NAV editions 4.0 SP1 through 2009 R2 please see the preceding section.
1. Extract the NAV Adapter ZIP file to the Desktop
This extracts two files:
NAVAdapterObjects 12.50.fob - This file contains the NAV business objects which must be imported into NAV 2013.
AdapterSetupNAV2013.txt - This file contains a standard NAV 2013 object set that will imported when the NAV Adapter is executed. This object set will be customized to your database when the Jet Adapter Setup Report is run.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
2. Load Objects into NAV
• Open Microsoft Dynamics NAV Developers Environment
• Open the Import Objects window: Select File > Import
• Select the file NAVAdapterObjects 12.50.fob from the folder
extracted in Step 1 and click Open.
• A screen should appear stating “All objects have been examines
and no conflicts were found”. Click Yes.
• When the objects have been imported, click OK
If the Import box states that conflicts were found click Cancel to cancel the import. This implies that there are already objects that exist in the range that will be imported. Contact your Jet dealer for further assistance.
How to Install the Adapter for Dynamics NAV 20132 of 3
3. Run the Jet Adapter Setup report
• Select the Report button on the left side of the Object Designer, click “Jet Adapter Setup” and click Run
• Enter the path to the AdapterSetupNAV2013.txt file and select OK
NAV 2013 Adapter Troubleshooting
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Install the Adapter for Dynamics NAV 20133 of 3
A window may appear stating that you need permissions to run an external component
• Select “Allow for this client session” and click OK
A progress window will appear notifying you of the current process
This step may take several minutes to complete
When the process has finished a window will appear that says “Update complete”
• Click OK
The NAV Adapter has now ben successfully imported and executed and can now be used by the Jet Data Manager.
NAV 2013 Adapter Troubleshooting
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Install the Adapter for Dynamics AX1 of 2
1) Unzip the AX Adapter ZIP file which you downloaded earlier. This contains an .xpo file which will be used in this step
2) Start AX and open the “Projects” window (CTRL+SHIFT+P)
3) Click “Import” (CTRL+SHIFT+I)
4) Click “Browse” and locate the .xpo file containing the adapter objects.
• Make sure that “Import with ID values” are unchecked.
5) Click “OK” to start the import. After the import the project is compiled
• The compiler output should show No Errors, No Warnings, No Best
Practice Deviations and No Tasks
• If it shows errors or warnings, recompile the project
Import AX ProjectNote: this step is not required for partners who are using the demo database from the Partner Portal
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Install the Adapter for Dynamics AX2 of 2
7) Open the “Projects” window
8) Expand the Shared Project Folder
9) Locate the project called TimeXtenderAdapter_V44_<AX Version> and open.
10) Right click the first of the Classes and select “Open”
11) Click OK to run the class immediately.
• Note - some classes will take minutes to run
12) Repeat the previous two steps for the other three classes in the project
You can now close Dynamics AX. You are ready to connect the Jet Data Manager
to your AX database
Repeat all execution steps if changes are made to your AX data structure (e.g. new
or changed tables, enums, relations or virtual companies).
The Classes can be scheduled for recurring batch executions.
Execute the AX Adapter Classes
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Install the Jet Data Manager1 of 2
1. Ensure the pre-installation checklist has been completed (really… it’s worth the effort).
2. On your Server which has been prepared with SQL Server, SSIS, SSAS, etc., extract the Jet Data Manager 12.7.xx.zip file.
3. Run the Setup.exe file. Follow the steps in the installation wizard. This will install the Jet Data Manager onto your computer and add a shortcut icon to the desktop.
4. Select the Jet Data Manager Icon from your desktop to start the application.
5a. If you are a new customer, select “Internet – I have a license code” and enter the license code listed in your Jet Enterprise welcome letter. It will appear something like D7DC242D-A120-4817-8D6C-FD2641B33421
5b. If you are installing the product for demonstration purposes, select “Internet – I am requesting a new trial license” . Provide your contact information on the form and select Send and OK
6. You will see a warning stating that your project repository setting are invalid – select OK
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Install the Jet Data Manager2 of 2
7. Type the name of your local Server and Database for your Project Repository The default names of (local) and projectRepository are usually acceptable.
8. Select Create
9. Select OK and OK again.
The Jet Data Manager has now been installed and a Project repositoryhas been created.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Determine SQL Collation
Versions 12.4.8 and later of the Jet Data manager allow the user to specify data collations when setting up the staging database and data warehouse.
1) Determine the collation of your Analysis Services
• In SQL Server Management Studio log into Analysis Services, right click on the top node and select “Properties”
• Select Language/Collation
2) Determine the coding that corresponds to your collation
• Begin with the language then add a two letter code based on the check boxes
Unchecked Checked
CI CS
AI AS
blank KS
blank WS
The language coding for this example is Latin1_General_CI_AS This information will be needed to execute the project.
Please note SQL_ Latin1_General_CI_AS is not the same as Latin1_General_CI_AS
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to download, deploy and execute the Project NAV SQL Server 1 of 5
1) Select the blue cube icon in the upper left-hand corner of the Jet Data Manager, then select CubeStore
2) Select the project you wish to download and click Download
3) When asked if you want to run the Connection Manager select Yes then Run Wizard
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Create the Staging Database
• Type a server and database name
• Select your collation
• Click Create
• Click OK
Connect to your NAV database
• Type the name of the server where your NAV database is located
• Select your NAV database
• Click OK
How to download, deploy and execute the Project NAV SQL Server 2 of 5
4)
It’s recommended to create staging database
on the local server
Recommend naming the staging database
“JetNavStage”
Select Server where your NAV database is
located
Select your NAV database using down
arrow
5)
The Connection Wizard will show four work panes sequentially. You will need to set up connections in each.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
Select the collation that corresponds to your SQL
Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Create the Data Warehouse
• Type a server and database name
• Select your collation
• Click Create
• Click OK
Create the OLAP Server
• Type a server and database name
• Select your collation
• Click OK
Users will connect to this database to access Cube data
Users will connect to this database to access Data Warehouse data
How to download, deploy and execute the Project NAV SQL Server 3 of 5
6)
It’s recommended to create the data
warehouse on the local server
Recommend naming the Data Warehouse
“JetNavDWH”
It’s recommended to create OLAP server on
the local server
Recommend naming this “JetNavOLAP”
7)
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
Select the collation that corresponds to your SQL
Collation
Select the collation that corresponds to your SQL
Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
8) Click Test Connections and make sure all Connection State indicators turn green. If not, re-run the Wizard and review the connections.
9) Click the blue ‘synchronization’ icon to synchronize your database
10) Select Yes when asked if you want to set up the enhancements for the Dynamics NAV Adapter
11) Select OK when asked about Navision Enhancement Settings– do not change the default values
12) Select Yes when asked if you want to synchronize the accounts
13) Check the boxes of the databases which you want to have included in the Cubes and data warehouse. Select a company to use as the template (this is usually the database with the most data) and select OK
The tables and fields in your database will now be synchronized against those in the project (which was based on a Cronus NA database). All differences will be presented to you.
How to download, deploy and execute the Project NAV SQL Server 4 of 5Pre-Installation
ChecklistDownload
FilesInstall Jet Data
ManagerExecute Project
– NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports / Resources
Execute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
14) Review the list of Updated Tables and Fields.
The downloaded project was based on the tables and fields in a Cronus demo database. Your database will include different tables and fields. Usually these differences will not impact the deployment or performance of the project. If all the fields are red this signifies that a prior step was missed.
15) Select OK
16) Select Project and Manual Deployment and Execution
This step generates the Data Warehouse and Cubes.
This step will take a few minutes to a few hours to execute depending primarily on the size of the database and the speed of the server and connections.
If you encounter errors at this point please refer to Jet Report’s support site at http://support.jetreports.com/ or contact [email protected] for assistance.
How to download, deploy and execute the Project NAV SQL Server 5 of 5
When this step is completed your project is executed and you are ready to set security, connect to Excel or schedule the project for automatic updates
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to download, deploy and execute the Project On Dynamics AX 1 of 5
1) Select the blue cube icon in the upper left-hand corner of the Jet Data Manager, then select CubeStore
2) Select the appropriate project and click Download
3) When asked if you want to run the Connection Manager select Yes then Run Wizard
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Create the Staging Database
• Type a server and database name
• Select your collation
• Click Create
• Click OK
Connect to your AX database
• Type the name of the server where your AX database is located
• Select your AX database
• Click OK
How to download, deploy and execute the Project On Dynamics AX 2 of 5
4) 5)
It’s recommended to create staging database
on the local server
Recommend naming the staging database
“JetAxStage”
Select Server where your AX database is
located
Select your AX database using down arrow
The Connection Wizard will show four work panes sequentially. You will need to set up connections in each.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
Select the collation that corresponds to your SQL
Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to download, deploy and execute the Project On Dynamics AX 3 of 5
Create the Data Warehouse
• Type a server and database name
• Select your collation
• Click Create
• Click OK
Create the OLAP Server
• Type a server and database name
• Select your collation
• Click OK
Users will connect to this database to access Cube dataUsers will connect to this database
to access Data Warehouse data
6) 7)
It’s recommended to create the data
warehouse on the local server
Recommend naming the Data Warehouse
“JetAxDwh”
It’s recommended to create OLAP server on
the local server
Recommend naming this “JetAxOlap”
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
Select the collation that corresponds to your SQL
Collation
Select the collation that corresponds to your SQL
Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
8) Click Test Connections and make sure all Connection State indicators turn green. If not, re-run the Wizard and review the connections.
9) Click the blue ‘synchronization’ icon to synchronize your database
10) Select Yes when asked if you want to synchronize the accounts
11) Check the boxes of the databases which you want to have included in the Cubes and data warehouse. Don’t select the “Company accounts data”
The tables and fields in your database will now be synchronized against those in the project (which was based on a Contoso 2009 database). All differences will be presented to you.
How to download, deploy and execute the Project On Dynamics AX 4 of 5Pre-Installation
ChecklistDownload
FilesInstall Jet Data
ManagerExecute Project
– NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports / Resources
Execute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
14) Review the list of Updated Tables and Fields.
The downloaded project was based on the tables and fields in a Contoso demo database. Your database will include different tables and fields. Usually these differences will not impact the deployment or performance of the project. If all the fields are red this signifies that a prior step was missed.
15) Select OK
16) Select Project and Manual Deployment and Execution
This step generates the Data Warehouse and Cubes.
This step will take a few minutes to a few hours to execute depending primarily on the size of the database and the speed of the server and connections.
If you encounter errors at this point please refer to Jet Report’s support site at http://support.jetreports.com/ or contact [email protected] for assistance.
How to download, deploy and execute the Project On Dynamics AX 5 of 5
When this step is completed your project is executed and you are ready to set security, connect to Excel or schedule the project for automatic updates
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to download, deploy and execute the Project Dynamics GP 1 of 5
1) Select the blue cube icon in the upper left-hand corner of the Jet Data Manager, then select CubeStore
2) Select the appropriate GP project and click Download
3) When asked if you want to run the Connection Manager select Yes then Run Wizard
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AX
Execute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Create the Staging Database
• Type a server and database name
• Select your collation
• Click Create
• Click OK
Connect to your GP database
• Type the Server name where your GP database is located
• Select your GP database
• Click OK
AGAIN connect to your GP database
• Type the Server name where your GP database is located
• Select your GP database
• Click OK
How to download, deploy and execute the Project Dynamics GP 2 of 5
4) 5) 6)
It’s recommended
to create staging
database on the local server
Recommend naming the
staging database
“JetGPStage”
Select Server where your GP database is located
Select your GP database using the dropdown arrow
The Connection Wizard will show five work panes sequentially. You will need to set up connections in each.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AX
Execute - GP
Determine SQL Collation
Select the collation that
corresponds to your SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Create the Data Warehouse
• Type a server and database name
• Select your collation
• Click Create
• Click OK
Create the OLAP Server
• Type a server and database name
• Select your collation
• Click OK
Users will connect to this database to access Cube data
Users will connect to this database to access Data Warehouse data
How to download, deploy and execute the Project Dynamics GP 3 of 5
7) 8)
It’s recommended to create staging database on the
local server
Recommend naming the data
warehouse “JetGpDWH”
It’s recommended to create OLAP server on the
local server
Recommend naming this “JetGpOLAP”
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AX
Execute - GP
Determine SQL Collation
Select the collation that corresponds to your SQL Collation
Select the collation that
corresponds to your SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
9) Click Test Connections and make sure all Connection State indicators turn green. If not, re-run the Wizard and review the connections.
10) Click the blue ‘synchronization’ icon on the GP Adapter line to synchronize your database
11) Select Yes when asked if you want to set the Dynamics GP Company Table
12) The next screen will ask for the location of the company table in your Dynamics GP database. The defaults have already been set so it is not necessary to change anything. It is not recommended to select “Use All Companies”. Select OK
How to download, deploy and execute the Project Dynamics GP 4 of 5Pre-Installation
ChecklistDownload
FilesInstall Jet Data
ManagerExecute Project
– NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports / Resources
Execute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
13) Leave the synchronization options set to “by Company Name” and select Synchronize
14) Click all of the companies to use in Jet Enterprise by checking the box in the “Use” column. Select OK
15) The Connection manager screen will be displayed once again. Click the blue arrows on the SQL connection now to synchronize this connection
How to download, deploy and execute the Project Dynamics GP 5 of 5
When this step is completed your project is executed and you are ready to set security, connect to Excel or schedule
the project for automatic updates
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AX
Execute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
OLAP (Cube) Security1 of 5
OLAP Security is defined within the Jet Data Manager.
By default the user ID which was used to create the project in the Data Warehouse has access to the Cube data from Excel. Permission must be granted to all other user IDs to allow access.
To define your OLAP security you will need to set the “show advanced features” setting to Yes.
• Click Tools
• Click Windows and Menu settings
• Change the Show Advanced Features setting to Yes
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
OLAP (Cube) Security2 of 5
To define OLAP security:
• Right click the OLAP server name
• Select Advanced
• Select OLAP Server User Rights
• Select Add User
• Select the Object Types you want
• Select the Location you want to search
• Enter the user or group IDs that you want to provide access to
• Select Check Names to confirm
• When finished Select OK
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
OLAP (Cube) Security3 of 5 – Cube Level Permissions
Added IDs will show up in this area
Security can be defined at any level shown here (Cubes, measure, dimensions, members).
It is usually best to start from the cube level by selecting Cubes
Select the desired access rights for each ID. The most useful security options at the Cube level are:
None – this prevents the user from accessing this level of data
Read – this allows the user to read information from the Cube
Read with Drillthrough – this allows the user to read information from the cube and drill down to see underlying data in Standard Measures.
When a user is granted read access to a Cube they get access rights to all measures and dimensions of that Cube by default. The following slides describe how to define user access at the measure and dimension level
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
OLAP (Cube) Security4 of 5 – Dimension Level Permissions
If the permissions are global, meaning they should apply to multiple cubes where the dimension is used, then select the Dimension below the list of 6 Cubes.
Security options on Dimensions are:
None – this prevents the user from seeing the data by this dimension
Read - this allows the user to group or slice data by this dimension
The permission for this dimension on each individual cube will default to ‘Inherited’.
If the permissions are specific for a single cube, then select the Dimension for the appropriate cube.
Security options on Dimensions are:
Inherited– this inherits the security rights of this Dimension as defined on a Global basis.
NoInheritance- does not inherit the security rights of the Dimension on a Global basis.
There are two ways of setting up user permissions on Dimensions in the Jet Data Manager:
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
OLAP (Cube) Security5 of 5 – Dimension Value and Measure Permissions
Security options on Measures are
None – this prevents the user from accessing this data
Inherited– this inherits the Cube level security rights
Security options on Dimensions Values are:
None – this prevents the user from accessing this level of data
Read - this allows the user to group or slice data by this dimension
Inherited– this inherits the security rights of the Dimension as set on a global basis
Additionally the security option to Enable Visual Total allows the user to see a total of all members in the dimension – even if they don’t have read rights to all of the members. This can be set to Yes or No
When finished defining OLAP Server security rights select Deploy Rights and OK
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Connect to your Data Warehouse and Cubes from Excel1 of 3 – Using Jet Essentials 10.5 or later
Creating a Connection to your Cube Data with Jet Essentials 10.5 or later..
From the Jet Reports Ribbon select Data Source Settings, then Add, type a name for the Data source (e.g. Jet Cubes) and select the type “Jet Data Cube”
Type in the name of your OLAP Server, select a database and click OK
Creating a Connection to your Data Warehouse with Jet Essentials 10.5 or later..
The process is the same as described above, however you need to select the type “Jet Data Warehouse” instead.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Connect to your Data Warehouse and Cubes from Excel2 of 3 – Using Jet Essentials versions prior to 10.5
Creating a Connection to your Cube Data with Jet Essentials prior to version 10.5
From the Data Ribbon select From Other Sources, then From Analysis Services
Type the name of your OLAP Server. You must use Windows Authentication. Select Next
Select your Database, then uncheck the box for “Connect to a specific Cube or Table”, then select Finish
It is not possible to connect to your Data Warehouse using Jet Essentials prior to version 10.5
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
How to Connect to your Data Warehouse and Cubes from Excel3 of 3 – Creating an OLAP Pivot Table
To create an OLAP Pivot table from your Cube data select the Insert ribbon in Excel, then
- Select Pivot Table
- Pick Use an external data source and pick Choose Connection
- Select your Connection and click Open
- Select a Cube and click OK
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Your project can be scheduled to automatically update with the most recent information from your data source. This update will refresh the data in your Cubes, Data Warehouse and Staging Database.
The update strategy outlined in these slides will have the entire project be refreshed every night. This is one of the simplest and the most common update strategy used.
During the time that the Cubes are being refreshed they will not be available to the users.
Prior to setting up an Execution package the first time you will need to start the Jet Data Manager Server Scheduler service.
There are three steps to create an Execution package:
1) Define Notifications - Notifications are a way to send an email to advise a whether the project has successfully executed on schedule.
2) Define Execution Package– All or part of the project can be updated in a package. Sophisticated update strategies may include multiple Execution packages
3) Schedule
Scheduling an Automatic Execution Package1 of 5
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Scheduling an Automatic Execution Package2 of 5 Starting the Jet Data Manager Scheduler Service
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
During the installation process there is a service installed on the local machine that controls the execution packages. These execution packages handle the regular updates made to the data warehouse and the cubes. To configure the service, open the Services window for the server. This can generally be accessed through the Start menu by typing Services in the search bar and selecting Services from the list that is returned.
On the General tab the Startup Type should be set to “Automatic (Delayed Start)”.
If this is not available due to older versions of Windows
Server then “Automatic” should be selected.
Right click the Jet Data Manager Server Scheduler service and click Start. The
service should start normally
If you receive a message that the service started and then stopped the most common cause is that the JDM configuration files have not been created for service account that was specified to start the service. The solution is to log on to the server using this service account, open the Jet Data Manager, and point to the project repository when prompted. This will create the configuration files required by the service account. You can now log off and log back on as the original user. You should now be able to Right click the Jet Data Manager Server Scheduler service and click Start. The service should start normally properly start the service.
Select the Log On tab, click the button for This account, and enter a service account and password.
Right click the Jet Data Manager Server Scheduler service and select “Properties”.
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Scheduling an Automatic Execution Package3 of 5 - Define Notifications
The Execution package is defined under the Execution tab in the Jet Data Manager
To Define a Notification:
• Right-click Notification and select Add Notification
• Type a name for the notification
Execution Failed and Execution Success are commonly used here
• Select whether to notify via Mail, EventLog or Both
• Specify the server name that the email will go out on
This is generally an smtp server or an exchange server
• Specify who the email will come from
• Specify who the email will go to (and any cc’s)
• Select Test Notification to ensure the process is working
• Select OK when finished
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Scheduling an Automatic Execution Package4 of 5 - Define Execution Package
To Define an Execution Package:
• Right-click Execution Packages and select Add Execution Package
• Type a name for the Execution Package
• Select a Notification to be sent when a project successfully executes or fails
You will be offered a choice of the Notifications which were defined in the prior step
• Select OK and Yes
• Drag-and-Drop Execute Project to the “Selected Steps” and select OK
This will update the entire project.
It is possible to identify specific steps for the execution package if you need to create a more sophisticated execution package.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Scheduling an Automatic Execution Package5 of 5 - Schedule Package
To Schedule:
• Right-click your execution project and select Add Schedule
• Schedule your execution project.
• Make sure Enabled box is checked and select OK
• Now Manually Deploy and Execute the project to deploy the execution package
The most common scheduling method is to execute the project daily at a specified time when there are few users (i.e. overnight)
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Sample Reports and other useful Resources
Jet Enterprise Resource site http://www.jetreports.com/welcome-enterprise/
This site contains installation files, tutorial videos and other documents which are helpful for installing the server based Jet Data Manager.
Jet Essentials Resource site http://www.jetreports.com/welcome/
This site contains an assortment of files, tutorial videos and other documents which are helpful for installing Jet Essentials on a client machine and getting the most out of it.
This site contains of sample Jet Enterprise and Jet Essentials reports available in our “Jet Report Player”. This application stores Excel reports in a carousel format for easy pre-viewing. You can add, modify or delete the files in this application to customize to your own needs.
Support site http://support.jetreports.com/
Our support site is our ‘go-to’ resource for addressing support issues. It contains the latest Jet Essentials download files, knowledgebase articles, support tickets and more.
Jet Reports Community site http://community.jetreports.com/
This is a community site for end users who are passionate about Jet Reports to share reports, ideas, and talk about Jet Reports.
Knowledge Base http://kb.jetreports.com/
Knowledge base articles on installation, how-to, troubleshooting and more are available here.
Pre-Installation Checklist
Download Files
Install Jet Data Manager
Execute Project – NAV SQL Set OLAP Security Connect from Excel Schedule Package Sample Reports /
ResourcesExecute - AXExecute - GP
Determine SQL Collation
NAV Adapter4.0 to 2009 R2
AX AdapterNAV 2013
Details, details, details…
All slides after this provide additional details regardingthe installation process.
How to determine if your SQL Server is 32bit or 64bit
In SQL Server Management Studio create a new query - Select @@VersionReview the results
X64 is 64bitX86 is 32bit
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How to set your SSIS and SSAS Services to the correct “Log On As”
The Services window can be found under Control Panel > Administrative Tools > Services
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The “Log On As” properties for SSAS and SSIS must be set to be the same Local System Administrator as will be used when installing the Jet Data Manager (ideally the utility user defined in the previous step). These services can’t be running as “Network” or “Local” services.
Right Click
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Troubleshooting Errors in the NAV Adapter Setup
Errors in the NAV Adapter Setup process are rare but can occur. The error will generally come in the form of a SQL error and will contain the name of the table that contains the error. Once this table has been identified the following steps will be taken to exclude it from the list of objects that is processed. In most cases it will relate to a custom NAV table that is linked to a SQL view.
• Open the Object Designer in NAV and locate the table in which the issue occurred.
For the purpose of this example we will assume that it is Table ID 25003
• Re-run the Adapter Setup form. In the last window you will have the ability to exclude this object
• Click Ok and it will re-run the NAV Adapter process without processing this particular object
• Repeat the process for any other objects that cause an error
• Upon successful completion close the Adapter Setup window
• The installation is now complete
It is rare that an object will cause an issue and even more rare that this object will be required in reporting. If the object is pertinent please contact us at [email protected] and we will be happy to assist
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Troubleshooting Errors in the NAV Adapter Setup with NAV 2013