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Pre-Installation Checklist for Jet Enterprise


Overview

To ensure a fast and successful deployment of Jet Enterprise (Jet Data Manager), please complete the following checklist prior to installation.

Process

1. Confirm the operating system on the server meets minimum requirements

  • The operating system on the server must be a currently supported Microsoft OS (i.e. Windows Server 2008 or later and ensuring the latest service pack and OS patches are installed)
  • The latest available service packs should also be installed for the operating system
  • Refer to the Server Sizing Recommendations article for questions regarding hardware requirements.

 

2. Confirm the server has internet access

This will be required to activate the Jet Data Manager. Inbound TCP ports 2383 and 1433 (default values for SQL Server Analysis Services and SQL Server Database Engine) should be open to the internal network.

 

3. Confirm SQL Server components are installed with the latest service packs

Jet Enterprise requires Microsoft SQL Server 2008 or later (Standard, Enterprise, or Business Intelligence edition) to be installed with the latest service packs.  The following components must be installed prior to the installation:

  • SQL Server (Database Engine)
  • SQL Server Integration Services (SSIS)
  • SQL Server Analysis Services (SSAS)
Pre-release versions of SQL Server are not guaranteed to be compatible with Jet Enterprise.  We aim to be compatible with such versions within a month of the versions release date.
In order to determine which SQL Server Components are installed please refer to the following article: Ensuring SQL Server Components are Installed

 

In order to determine which version of SQL you are currently using please refer to the following article: How To Determine Your Version Of SQL Server

 

Multiple Server Configurations

If the Jet Data Manager is going to be installed on an application server, separate from the SQL server, SSIS needs to also be installed on that application server. This is due to the fact that the Jet Data Manager will be creating objects and SSIS packages. The Developer Edition of SQL Server can be used to facilitate this if you'd like, so that a full SQL license is not required. For additional information about multiple server configurations see: Server Environment Configurations

 

4. Ensure proper access to SQL components

During the installation, we will need permissions to each SQL Server component

In order to determine the minimum permissions that are required see: Jet Data Manager Minimum SQL Server Permissions
 
 

5. Confirm that the latest version of Microsoft .NET Framework (Version 4 or later) is installed

 

6. Create an Active Directory user account (Utility User) that is part of the domain

The utility user serves to run the scheduled updates and will be used as the log on user for the scheduler service.

 

7. Confirm that the client machines are joined to the domain

In order for end users to connect to the OLAP cubes, they must be on a computer which is joined to the domain.

 

8. Ensure necessary drivers are installed for connecting to the data source(s)

Some data sources will require an ODBC driver to facilitate a connection. For example, a NAV Native database will require an ODBC connection and as such will need to have an ODBC Driver installed. Other data sources, such as SQL Server data sources may not require an ODBC connection. Most ODBC drivers can be found on the installation media, or online by visiting the software vendor's website. If Excel data sources will be used the ACE OLEDB provider will need to be installed. If Excel is installed on the server this should already be in place, otherwise, a standalone installation package will need to be downloaded from the Microsoft site.

 

9. If using Dynamics NAV, ensure that the "Jet Reports Statistics" granule has been added to your NAV license (only for NAV 2009 and prior)

There are a set of NAV objects that are added to the NAV database when using NAV 2009 and older. In order to properly import and run these objects during the installation process, you will need to have a granule added to your NAV license that permits you to do so.

You can refer to details about getting the granule added to your NAV license in the KB article here: NAV Adapter Licensing
 
 

10. If using Dynamics NAV, ensure access to NAV resources.

During the installation, we will need to import our adapter objects into the NAV database. This is referred to as the NAV Adapter. In order to import these objects we will need to access the following environments with "Super" permissions:

  • NAV Development Environment (NAV 2013 or later)
  • NAV Classic Client (NAV 2009 or older)

 

For an overview of the adapter import process please refer to:

 

 

11. If using Dynamics AX, ensure access to AX resources.

During the installation, you will need to import our adapter objects into the AX database. This is referred to as the AX Adapter. In order to import these objects you will need to access the following environments with "admin" permissions:

For an overview of the adapter import process please refer to: 

 

 

 

 

 

 

 

 
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