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Quick Installation Guide - Jet 2012 and earlier


Quick Installation Guide

Note: this information applies to Jet Essentials 2012 R2 and earlier { installing a newer version of Jet Essentials? }
  1. Download the Jet Essentials installer (*.exe) from the Jet Reports Download Archive.

  2. Copy your Jet license file (*.jlf) from the email sent to you into the same folder where you downloaded the Jet Essentials installation file.

  3. Ensure than no instances of Excel are currently running on the system.

  4. Run the Jet Essentials installation file you just downloaded.

    (NOTE:  If you are installing Jet Essentials on Windows Vista, Windows 7, or Windows Server 2008, be sure to install Jet Essentials by right-clicking the Jet Essentials setup file and selecting "Run as Administrator" even if you are currently logged in as an Administrator.)

  5. The activation wizard should start upon completion of the installation.

    1. If your Jet license file is in the same folder where you downloaded the Jet Essentials installer, the activation wizard should find it automatically and copy it into the Jet Reports folder.

    2. You must be an administrator in order to use the activation wizard. If you are not an administrator, you will have to manually enable Jet Essentials.

  6. If your name appears as a designer in the Jet Reports license file, check your user name in Excel to make sure it matches the Jet license file exactly. The Excel user name is found in Excel Options/Popular in Excel 2007 and Options/General in earlier versions.

  7. If you are using Dynamics NAV:
    1. Verify that your current Dynamics NAV license file is present in your client directory and is named fin.flf.

    2. Verify that you have a version of C/Front installed that matches your NAV Client version.

    3. If you are using NAV 2009 RTC, verify that the Classic Client is also installed.

  1. If you are using Dynamics GP (formerly: "Great Plains"):

    1. If you want to use Jet Reports Friendly table/field Names or Jet Views, verify that a database administrator has run the "JetGPUpdate.exe" utility in the Jet Reports 'Great Plains' folder.

  2. If you are using any other database type (i.e. FoxPro, SQL Server, Oracle, etc):

    1. Determine if there is an OLE driver written specifically for your database and install it.

    2. If you are using a MS SQL Server based database, the OLE driver for MS SQL Server is already installed.

    3. If there are no OLE drivers available, locate and install an ODBC driver for your database.

  3. When you open Excel the first time after installing Jet version 7 for the first time, the Jet Reports Data Source Wizard will run. This sets up a connection between Jet Reports v7 and your database.

    1. If you are using Dynamics GP, see the topic on' Finding Great Plains Configuration Information' in the related articles

    2. If you are using any other database type (i.e. FoxPro, SQL Server, Oracle, etc.), you will have to configure it manually. Open Excel, select Jet/Options/Data Sources tab. Select Universal Data Source under Type. Select the Properties button. See Configuring the Data Link Properties for more information.

  4. If you need to make any changes to your data source:
    Jet v7:  in Excel, click the Jet/Options/Data Sources tab and make any changes.

    Jet 2009 or higher:  in Excel, click the Data Source Settings button on the Jet ribbon and make any changes.

  5. Check your Jet menu or ribbon in Excel and confirm that you have a designer or viewer menu as appropriate.

  6. Browse through the new Jet Reports HTML Help system which is accessible in Excel from Jet/Help.

  7. Enjoy using Jet Essentials!

 

 
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