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Administrator's Installation and Setup Guide - Jet Reports


Welcome to the Jet Reports Administrator's Guide
Administrator
Setup
Administrator
Configuration
User
Configuration
Publishing
Reports
Publishing
Dashboards
 
 
 
 
 

 

Thank you for joining the Jet Global family of business users.

Here you'll find all the steps you'll need to download, install, activate, and configure Jet Reports.

This article is intended for use by system administrators.  Standard users should refer to our User Installation Guide.

Our Getting Started with Jet Reports article includes links to this and other articles to help you use Jet Reports 


 
Installing Jet Reports
  1. After downloading the Jet installation program, unzip the contents of the downloaded file.   question.png

  2. Ensure that no instances of Excel are currently running on the system.  

  3. Under the folder 1 - Jet Reports – REQUIRED, run the Jet Setup.exe installation file.

    Need help choosing which components to install?

    Note: Only one version of the Jet Excel add-in can be installed at a time.  This makes upgrading your installation quite easy.  By installing a newer version, it replaces the older version.

  

Using the Jet Service Tier


Jet Reports includes an online report management system - the Jet Hub.  Use of the Jet Hub requires the installation and use of the Jet Service Tier for storing and accessing data source and user information.

Please review the Jet Hub Pre-Installation Checklist and then see our article What is the Jet Service Tier for more information.

 

Adding an SSL Certificate


Use of the Jet Hub requires the use of an SSL/TLS certificate.

Instructions for requesting and installing a certificate is available in the article Using an SSL Certificate with the Jet Hub.

 
Activating your Jet License

 

 


 

Setting up your Jet Reports Data Sources


The Jet Excel add-in has built-in support for data source connections to Dynamics NAV, Dynamics GP, Jet Analytics Cubes, and Jet Analytics Data Warehouses.  In addition, you can define "Universal" data source connections to MSSQL databases as well as most databases that provide an OLE (preferred) or ODBC connector:

Dynamics NAV 4.0 SP1 and higher

Setting up a Dynamics NAV data Source

Configuring NAV Web Services (video)

GP Other
Setting up a data source to Dynamics GP

Setting up a "Universal" SQL data source

Setting up a data source to a Jet Analytics data warehouse

 

Exporting and Importing Data Sources

Already have settings that you want to move from one computer to another?

Want to set up centralized data source settings for everyone to use? (video)




Jet Scheduler Configuration

Setting Scheduler Permissions

 

(note: for our customers using Dynamics NAV 2013, we recommend the following NAV hotfixes)

KB Build Number Description
2815432 7.0.34298 Date period filter does not work as expected in Microsoft Dynamics NAV 2013
2831582 7.0.34550 You experience slow performance when you open a page that uses flowfields in Microsoft Dynamics NAV 2013

  


 

Do you use NAV Web Services and are upgrading your version of Jet?


You may need to upgrade the Jet business objects on the Microsoft Dynamics Server

 


 

Installing the Jet Configuration Service and Upgrading from Centralized Settings


 

Need the Latest or are are You Installing an Older Version?

Still need to download the latest release of Jet Reports?

 

Are you installing Jet Essentials 2015 or 2015 Update 1?

Are you installing Jet Essentials 2013 or 2013 Update 1?

Are you installing a version older than Jet Essentials 2013?

 

 
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