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Changing Data Sources in the Jet Data Manager (Dynamics NAV)


Overview

In some situations it is necessary to reconfigure the Jet Data Manager so that it extracts data from a data source other than the one that was originally configured.

Ex: The data source has been relocated to a different server, the ERP system has been upgraded and there is a new database that needs to be utilized, or the Jet Data Manager was originally connected to a test or development environment initially and is now being connected to the production database.

Process

Import NAV Adapter into the New NAV Database (if applicable)

If the NAV database that is being used is a new NAV database that was not previously used by the Jet Data Manager then the NAV Adapter needs to be imported into the NAV database and the Adapter Setup needs to be run (this only applies to NAV 2009 R2 and previous. NAV 2013 and later can be installed adapterless). This would follow the same process that was followed during the initial setup and the steps can be found in the Jet Reports installation document.

Open the Project in the Jet Data Manager

Since the data source needs to be changed in the project itself, open the Jet Data Manager and open the desired project.

Expand Data Sources in the Project

Expand the Data Sources node on the Data tab within the Jet Data Manager. This will show all of the data sources currently being used in the project.

Edit the NAV Provider

Right-click the NAV data source (in this example it is named NAV) and select Edit Microsoft SQL Provider . This will open the NAV Database Configuration window.

Change the Server Name and Database properties to reflect the new data source that will be used and Click OK to close the window.

Synchronize Companies

Right click the NAV data source again and select Set Up Accounts . This will synchronize the companies in the Jet Data Manager to match the companies in the new NAV database. The Accounts window will then appear.

The user should check the Use box for all companies that data should be pulled from in the Jet Data Manager. Click Ok to close the window and accept the changes.

Note: Do not select 'Consolidation Companies' as this will duplicate results.

Synchronize Database Objects

The user will then right click the NAV data source and select Synchronize Objects . This will synchronize all necessary database objects (such as tables, fields, and option values) from the new data source to the Jet Data Manager.

 

The NAV Adapter must be imported and executed in the new database prior to synchronizing the objects. If this has not been done then an error will appear. Adding the NAV Adapter is covered under the first step of this article.

 

The following window will appear during the synchronization process (this process can take several minutes):

Once synchronization is complete the Jet Data Manager will display any changes that have occurred in the tables and fields currently being used in the project. If no changes are found the follow screen will appear:

Deploy and Execute the Project:

After the new data source has been configured and synchronized the final step is to deploy and execute the project against the new database. This can be achieved by clicking the Manual Deployment and Execution at the top of the Data tab:

Click Start to begin the deployment and execution process.

 
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