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Using the Jet Administration Console


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Overview

The Jet Administration Console is a user interface which makes it easy for administrators to create and manage the information in the Services Database when the Jet Service Tier (a set of Windows services used by Jet Reports and Jet Analytics dashboards) is used.

The Jet Administration Console allows administrators to:

  • Configure their Jet data source properties for all their users in a single location
  • Specify users
  • Define user permissions

Prerequisites

  • The Jet Service Tier and Jet Administration Console must be installed. Please see related KB articles on this
  • Users must be on Jet Reports version 2015 or later.
Upgrading from earlier versions and Centralized Settings

If you have previously used Centralized Settings with Jet Essentials 2012 R2 or earlier and upgraded your settings by installing Jet Essentials 2013 or 2013 Update 1, your settings were upgraded when you installed the Service Tier for Jet Reports 2015 or higher.

If you have been using Centralized Settings with Jet Essentials 2012 R2 or earlier and have *not* subsequently upgraded to Jet Essentials 2013 or 2013 Update 1, you must perform that upgrade prior to use the Jet Service Tier.

Once properly upgraded, you will see your Users, Data Sources and Permissions in the Jet Administration Console.

How to use the Jet Administration Console

  1. Open the Jet Administration Console from your Windows Start Menu

    jac_start.png
  2. Type the name of the server where your Jet Services database and the Jet Service Tier are running. 

    admin1c.png
    You may need to modify the default port number if it was changed during installation of the Service Tier.

    Click the Connect button on the ribbon.

  3. A Success message should appear

    jac_connected.png

    Click OK


Managing Users

  1. Select the Users tab to add, manage, and remove users

    activate_menu_b.png

    A User is a person who can access data sources defined in the Jet Administration Console to design and/or run reports using the Jet Excel add-in.  A user may be defined as an individual Active Directory user or Active Directory group.  Defining users as groups enables an administrator to grant permissions to a group of users, greatly reducing security workload.

    Defining users as groups in the Jet Administration Console does not change the Jet licensing model, in which a Designer or Viewer is defined as an individual.

    Administrators can add, modify, or delete: users, data sources, and/or permissions using the Jet Administration Console.  An Administrator can grant other users Administrator rights by changing the users’ security level.  The individual who installed the Jet Service Tier has Administrator rights by default.

    You can allow users to create Personal Data Sources. These are data sources that other individuals would not be able to see or use.  Personal Data Sources are created inside the Jet Excel add-in.  The data source connection properties are stored in the Services Database and are specific to the individual.


Managing Data Sources

  1. Select the Data Sources tab to add, manage, and remove data sources.

    activate_menu_b.png
  2. Importing Data Source Settings

    If you have previously defined data sources in the Jet Excel add-in, you can import them.

    You will first need to export your data sources from the Jet Excel add-in.


    Select Data Source Settings from the Jet ribbon, select Export > Data Sources...

    jac_export_ds.jpg
  3. Select the data sources you want to export and then click the Save button

    jac_select_export.png
  4. In the Jet Administration Console, click the Import button

    jac_select_export.png
    Navigate to the export file you saved, open that file, and select the data sources you want to you want to import.

Editing Scopes

  1. Each setting on a data source has a ‘scope’. Scopes can be modified by selecting Edit Scopes.

    jac_scopes.png
    • Shared settings are identical for all users.  Some settings must be shared and are locked.  Server and Database are examples of settings that must be shared.  Users cannot modify the value of shared settings from the Jet Excel add-in.
    • User settings can vary by user.  Display preferences and authentication information are examples of settings that should be defined as user settings.
    • Machine/user settings can vary based on the combination of machine and user.  File paths are examples of settings that should be set to machine/user.
  2. When you have finished editing the scopes of your data source settings, click the Edit Scopes button, again.

     

Managing Permissions

  1. Select the Permissions tab.

    You can provide a user access to a data source by clicking the appropriate box. A check mark in the intersecting box indicates that a user has permissions to access the data source connection properties.

    admin7d.png
    Providing users with access to the data source connection properties does NOT provide them access to the data sources themselves.  Users will still need read permissions on their respective data sources.

Saving Changes

  1. Changes are saved:

    • in the background when switching between tabs
    • when the Save button on the ribbon is clicked
    • when the Jet Administration Console is closed
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