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Jet Express - Configuring a GP Data Source


Overview

Setting up a Dynamics GP Data Source using Jet Express

Because Jet Express does not connect to the Dynamics GP client, you will need login credentials for GP's underlying SQL database.  You may need to contact your system administrator to create that for you.


You’ll also need the following files and information:

  • Database Information:
    • Server Name or IP Address
    • Dynamics Database Name
    • Database Login Information

      or

  • Jet Remote Data Service settings
    • Server Name & Port Number
    • Port Number
    • Database Login Information

 

Step-by-Step

Once you have clicked on the Data Source Settings button on the Jet ribbon...

 

On the New Data Source window, select Dynamics GP as the Database Type.

Next, you'll need to specify the Connection Method.  If you organization has set up a Jet Remote Data Service and you have that information, select Remote Data Service. and see the instructions for Configuring a Jet Remote Data Service Data Source (note: the article discusses Jet Professional, but the information also applies to Jet Express).

If, instead, you have the GP Server and login information, select On Premises.

  

The Data Source Settings window will now display the information for your new (empty) data source.

 

If the database login - created for you by your system administrator - recognizes your Windows login credentials, on the Authentication tab you can select Windows Authentication.

Otherwise, you'll need to select Database Authentication and specify the user name and password provided to you by your system administrator.

 

On the Connection tab...

You will need to provide the name or IP address of the server on which you database is located.

Versions of GP prior to GP 2013 contained a database with the name Dynamics.  Later versions of GP allow system administrator to use a name other than Dynamics. You will want to specify the correct Dynamics database by clicking the pull-down arrow and selecting the database name provided to you by your system administrator.

Finally, click the pull-down arrow for the Company and select the appropriate default company name. Even if you only have one company in your database, you must select it here.

If your database includes multiple companies, you can always change the selected company on this screen, the Jet ribbon, or even within the Jet function itself.


On the Display tab...

You can choose your display preferences, which will determine how your tables and fields display in the various Jet wizards.

You can choose whether or not to display the tables that contain no data and if you want to display how many records are in each table (next to the table name).

Most importantly, if Friendly Names have been added to your database, you can choose to enable them for your use.  This is a very useful feature that can be a significant help in finding your data.

More information about Friendly Names can be found in the GP Update Utility article.

Once the Data Source Settings are correct, you can test them by clicking the Test Connection button.

and should see the Test Connection Succeeded message.  If there are any issues, the message should help you in troubleshooting.

Click OK and your Dynamics GP data source is now ready for use with Jet Express.

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