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Using the Jet Administration Console


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 Professional and Jet Enterprise 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 Professional or Jet Essentials 2015 or later.

 

How to use the Jet Administration Console

Open the "Jet Administration Console" application

Type the name of the server where your Jet Services database and the Service Tier are running. You may need to modify the default port number as well.

Click the "Connect" button in the ribbon.

A success message should appear (the exact message can vary depending upon the version of the Jet Administration Console and your system configuration).

Click the OK button.


Upgrading from 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 Professional or Jet Essentials 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 2015 Service Tier.

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

 

How to Manage Users

Select the "User" tab to add, manage and remove users.

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 Professional Excel add-in.  A user may be defined as an individual Active Directory user or  group.  Defining users as groups enables an administrator to grant permissions to a group of users, greatly reducing security workload.

Note: 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 Professional Excel add-in. The data source connection properties are stored on the Service Database and are specific to the individual.

 

How to Manage Data Sources

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

 

Importing data source settings

If you have data sources already defined in your client, you can import them.
You will first need to export your data sources from the client.
Select "Data Source Settings" from the Jet Ribbon, and then select "Export".

 

In the Jet Administration Console, select "Import" to import these data sources.

 

Edit Scopes

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

  • 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 Professional 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.

When you have finished editing the scope of your data source settings, click the “Edit Scopes” button.

 

How to Manage Permissions

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.


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.

 

When are changes saved?

Changes are saved in the background when switching between pages, when the Save button on the ribbon is clicked, and when the Jet Administration Console is closed.


 
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