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Configuring Jet Professional for Dynamics NAV 2013 and higher - SQL Server Connector


Information in this article applies to Jet Professional and Jet Essentials 2013 Update 1 and higher

 

Overview

Jet Professional includes a data source type for "Dynamics NAV 2013 and later (SQL Server)".

Jet Professional or Essentials 2015 Update 1 and higher Essentials 2013 Update 1 - 2015 Update 1 (original)

For organizations and users with direct access to the SQL Server on which their NAV 2013 (or later) database is stored, this data source can provide substantially faster reporting access than is traditionally possible through NAV's Web Services.

 

Watch the Video!

 

 

 


 

Requirements

In order to be able to use the Dynamics NAV 2013 SQL Server data source type, ALL of the following must apply:

 

  • You must be using Jet Professional or Jet Essentials (2013 Update 1 or later)
  • You must be using NAV 2013 or later and have direct access your NAV SQL database (either this database is on-premises or your hosting provider is willing to allow you to connect directly to the SQL database)
  • You must be using Windows Authentication to access your NAV system (or NAV User/Password Authentication if using Jet Professional or Jet Essentials 2015 Update 1)

(for additional details, please see the Requirements for using the NAV SQL Connector )

Note:

 

  • The Dynamics NAV virtual "Date" and "Integer" tables are supported; other virtual tables are not.
    (the "Period Name" field is no longer available in the virtual "Date" table).
  • Custom caption classes may not be supported

 


Configuration Settings

Authentication Tab

Once you have created a new NAV SQL Server data source, the first thing you must do is specify the account information that will be used to connect directly to the SQL Server

Depending on which version of the Jet Excel add-in you use, you have multiple options:

Essentials 2013/2013u1 Essentials 2015 Professional or Essentials 2015 Update 1


If your SQL Server is configured to automatically recognize the user name you use to log on to your computer, you can use the "Windows Authentication" option.

If your SQL Server is not configured to recognize Windows user names, you will need to choose "SQL Server Authentication" and provide the user name and password for an account that does have permissions to access the SQL Server.  Please contact your system administrator to determine what information should be used.

Note: Regardless of whether you use "Windows Authentication" or "SQL Server Authentication" to access your SQL Server, the NAV roles and permissions that are used to access your NAV data are based on your Windows user name.


If your SQL Server is configured to automatically recognize the user names used to log on to Windows, you can use one of the "Windows Authentication" options (either the current Windows user or another Windows user).

If your SQL Server is not configured to recognize Windows user names, you will need to choose "SQL Server Authentication" and provide the user name and password for an account that does have permissions to access the SQL Server.  Please contact your system administrator to determine what information should be used.

Note: Regardless of whether you use "SQL Server Authentication" or one of the "Windows Authentication" methods to access your SQL Server, the NAV roles and permissions that are used to access your NAV data are based on the current Windows user name.


If your SQL Server is configured to automatically recognize the user names used to log on to Windows, you can use one of the "Windows Authentication" options (either the current Windows user or another Windows user).

If your SQL Server is not configured to recognize Windows user names, you will need to choose "SQL Server Authentication" and provide the user name and password for an account that does have permissions to access the SQL Server.  Please contact your system administrator to determine what information should be used.

Once you have specified how to access the SQL database, you will then want to specify which NAV user will be used when determining the roles and permissions used to access the NAV data.  If your NAV system is configured to recognize the user names used to log on to Windows, you can choose to use the current Windows users.  Otherwise, Professional also supports the use of "NAV User Password authentication"  (see information about NAV Authentication types )

 

Connection Tab

 

You will need to provide the name or IP address of the SQL Server hosting your NAV database.

 

Once this information is provided, you can click the "Database" down arrow to select the name of your NAV database

 

Next, click the "Company" down arrow to select the NAV company name ( this must be specified even if you have only one company in your NAV database).

 

Test the Connection

After you have completed these steps, you can click the "Test Connection" button at the top of the window to ensure that all settings are correct.

 

 
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