Transcript Dynamics AX - Jet Reports

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.
To ensure that you have the latest version of this document, please check our resource sitehttp://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 the
movie camera icon to be directed to the related video
If you have any questions or concerns please contact
[email protected]
Go to overview page
Overview of Installation Process
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
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 leftto-right through the Execution of the
project. After this step, the order of
the process doesn’t matter.
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
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.
Schedule project to be automatically refreshed
Some tabs have multiple
slides. Arrow icons below
the tabs can be clicked to
navigate to the next slide
Pre-Installation Checklist 1 of 2
To ensure a fast and successful deployment, please complete the following checklist
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Confirm the operating system
on the server meets minimum
requirements
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
• 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 Server has Internet
Access
Confirm the SQL server
components are installed
with the latest service packs
• This is required to install the Jet Data Manager
• 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)
Check whether SQL Server is 32bit or 64-bit
• 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.
Details
Pre-Installation Checklist 2 of 2
To ensure a fast and successful deployment, please complete the following checklist
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Confirm that .NET v4.0 or later is
installed
Set up a utility user with
appropriate rights
Set the “Log on As” properties of
SQL services and ensure they are
started
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
• 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-b0e5b386f32c0992
• 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.
• 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
Details
For Native NAV servers – Confirm
that the ODBC driver has been
installed and properly configured
• Note – this step is only required for NAV databases on Native servers
For Dynamics AX Installations –
Ensure sufficient privileges in AX
• Make sure you have sufficient privileges in AX to access the Application Object Tree (AOT)
Download files
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Execute - GP
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 package
Note: The 32-bit version is required for all 32-bit SQL servers and all Native NAV servers.
•
•
•
NAV Adapter.zip
NAV 2013 Adapter.zip
AX Adapter.zip
Dynamics NAV (versions 4.0 SP1 to 2009 R2) only
Dynamics NAV 2013 only
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
Sample Reports /
Resources
How to Install the Adapter for Dynamics NAV
1 of 2
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
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.
How to Install the Adapter for Dynamics NAV
2 of 2
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
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
How to Install the Adapter for Dynamics NAV 2013
1 of 3
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
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.
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.
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.
• When the objects have been imported, click OK
How to Install the Adapter for Dynamics NAV 2013
2 of 3
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to Install the Adapter for Dynamics NAV 2013
3 of 3
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to Install the Adapter for Dynamics AX
1 of 2
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
Install Jet Data
Manager
Determine
SQL Collation
AX Adapter
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
Import AX Project
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
Note: this step is not required for
partners who are using the demo
database from the Partner Portal
How to Install the Adapter for Dynamics AX
2 of 2
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
Install Jet Data
Manager
Determine
SQL Collation
AX Adapter
Execute Project
– NAV SQL
Execute - AX
Execute - GP
Execute the AX Adapter Classes
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.
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to Install the Jet Data Manager
1 of 2
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Execute - GP
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
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to Install the Jet Data Manager
2 of 2
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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 repository
has been created.
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Determine SQL Collation
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Sample Reports /
Resources
Schedule Package
Execute - GP
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
2) Determine the coding that corresponds to your collation
• In SQL Server Management Studio log into Analysis
Services, right click on the top node and select “Properties”
• Begin with the language then add a two letter code based on
the check boxes
• Select Language/Collation
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
How to download, deploy and execute the Project
NAV SQL Server
1 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
NAV SQL Server
2 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
The Connection Wizard will show four work panes sequentially.
You will need to set up connections in each.
4) Create the Staging Database
•
Type a server and database
name
•
Select your collation
•
Click Create
•
Click OK
5) Connect to your NAV database
It’s recommended to
create staging database
on the local server
Recommend naming
the staging database
“JetNavStage”
Select the collation that
corresponds to your SQL
Collation
•
Type the name of the server
where your NAV database is
located
•
Select your NAV database
•
Click OK
Select Server where
your NAV database is
located
Select your NAV
database using down
arrow
How to download, deploy and execute the Project
NAV SQL Server
3 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
7)
6) Create the Data Warehouse
Create the OLAP Server
•
Type a server and database
name
•
Type a server and database
name
•
Select your collation
•
Select your collation
•
Click Create
•
Click OK
• Click OK
Users will connect to this database
to access Data Warehouse data
Users will connect to this database
to access Cube data
It’s recommended to
create the data
warehouse on the local
server
Recommend naming
the Data Warehouse
“JetNavDWH”
Select the collation that
corresponds to your SQL
Collation
It’s recommended to
create OLAP server on
the local server
Recommend naming
this “JetNavOLAP”
Select the collation that
corresponds to your SQL
Collation
How to download, deploy and execute the Project
NAV SQL Server
4 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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.
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
NAV SQL Server
5 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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.
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
On Dynamics AX
1 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
On Dynamics AX
2 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - AX
Execute - GP
The Connection Wizard will show four work panes sequentially.
You will need to set up connections in each.
4)
5)
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
It’s recommended to
create staging database
on the local server
Select Server where
your AX database is
located
Recommend naming
the staging database
“JetAxStage”
Select your AX database
using down arrow
Select the collation that
corresponds to your SQL
Collation
How to download, deploy and execute the Project
On Dynamics AX
3 of 5
Pre-Installation
Checklist
6)
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - AX
Execute - GP
Create the Data Warehouse
7)
Create the OLAP Server
•
Type a server and database name
•
Type a server and database name
•
Select your collation
•
Select your collation
•
Click Create
•
Click OK
•
Click OK
Users will connect to this database
to access Cube data
Users will connect to this database
to access Data Warehouse data
It’s recommended to
create the data
warehouse on the local
server
Recommend naming
the Data Warehouse
“JetAxDwh”
Select the collation that
corresponds to your SQL
Collation
It’s recommended to
create OLAP server on
the local server
Recommend naming
this “JetAxOlap”
Select the collation that
corresponds to your SQL
Collation
How to download, deploy and execute the Project
On Dynamics AX
4 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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.
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
On Dynamics AX
5 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Set OLAP Security
Execute - AX
Execute - GP
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.
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
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
Dynamics GP
1 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
Dynamics GP
2 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
The Connection Wizard will show five work panes sequentially.
You will need to set up connections in each.
4) Create the Staging Database
•
Type a server and database name
•
Select your collation
•
Click Create
•
Click OK
5)
Connect to your GP database
•
It’s
recommended
to create
staging
database on the
local server
Recommend
naming the
staging
database
“JetGPStage”
Select the
collation that
corresponds to
your SQL
Collation
6)
Type the Server name where
your GP database is located
•
Select your GP database
•
Click OK
Select Server where your
GP database is located
Select your GP
database using the
dropdown arrow
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
3 of 5
Pre-Installation
Checklist
7)
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
Create the Data Warehouse
8)
Create the OLAP Server
•
Type a server and database name
•
Type a server and database name
•
Select your collation
•
Select your collation
•
Click Create
•
Click OK
•
Click OK
Users will connect to this database
to access Cube data
Users will connect to this database
to access Data Warehouse data
It’s recommended
to create staging
database on the
local server
Recommend
naming the data
warehouse
“JetGpDWH”
Select the collation
that corresponds to
your SQL Collation
It’s recommended to
create OLAP server on the
local server
Recommend naming this
“JetGpOLAP”
Select the
collation that
corresponds to
your SQL
Collation
How to download, deploy and execute the Project
Dynamics GP
4 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to download, deploy and execute the Project
Dynamics GP
5 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
OLAP (Cube) Security
1 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Execute - GP
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
Connect from
Excel
Schedule Package
Sample Reports /
Resources
OLAP (Cube) Security
2 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
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
Execute Project
– NAV SQL
Execute - AX
Execute - GP
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
OLAP (Cube) Security
3 of 5 – Cube Level Permissions
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Execute - GP
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
Sample Reports /
Resources
OLAP (Cube) Security
4 of 5 – Dimension Level Permissions
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Execute - GP
There are two ways of setting up user permissions on Dimensions in the Jet Data Manager:
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.
Connect from
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Schedule Package
Sample Reports /
Resources
OLAP (Cube) Security
5 of 5 – Dimension Value and Measure Permissions
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Execute - GP
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
Security options on Measures are
None – this prevents the user from accessing this data
Inherited– this inherits the Cube level security rights
When finished defining OLAP Server security rights select Deploy Rights and OK
Schedule Package
Sample Reports /
Resources
How to Connect to your Data Warehouse and Cubes from Excel
1 of 3 – Using Jet Essentials 10.5 or later
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Execute - GP
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.
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to Connect to your Data Warehouse and Cubes from Excel
2 of 3 – Using Jet Essentials versions prior to 10.5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Execute - GP
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
Connect from
Excel
Schedule Package
Sample Reports /
Resources
How to Connect to your Data Warehouse and Cubes from Excel
3 of 3 – Creating an OLAP Pivot Table
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Scheduling an Automatic Execution Package
1 of 5
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
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 Package
2 of 5 Starting the Jet Data Manager Scheduler Service
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Execute - GP
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.
Right click the Jet Data Manager Server Scheduler
service and select “Properties”.
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.
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 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.
Scheduling an Automatic Execution Package
3 of 5 - Define Notifications
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Scheduling an Automatic Execution Package
4 of 5 - Define Execution Package
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
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.
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Scheduling an Automatic Execution Package
5 of 5 - Schedule Package
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Execute - GP
To Schedule:
• Right-click your execution project and select Add Schedule
• Schedule your execution project.
The most common scheduling method is to execute the project daily
at a specified time when there are few users (i.e. overnight)
• Make sure Enabled box is checked and select OK
• Now Manually Deploy and Execute the project to deploy the execution package
Set OLAP Security
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Sample Reports and other useful Resources
Pre-Installation
Checklist
Download
Files
NAV Adapter
4.0 to 2009 R2
NAV 2013
AX Adapter
Install Jet Data
Manager
Determine
SQL Collation
Execute Project
– NAV SQL
Execute - AX
Set OLAP Security
Execute - GP
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.
Connect from
Excel
Schedule Package
Sample Reports /
Resources
Details, details, details…
All slides after this provide additional details regarding
the installation process.
How to determine if your SQL Server is 32bit or 64bit
In SQL Server Management Studio create a new query - Select @@Version
Review the results
X64 is 64bit
X86 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
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
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