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Finding Great Plains Configuration Information


Server Name

Great Plains users need to know several pieces of information in order to configure their Jet Reports data source. First, they must know the Server name. To find this, first open the Great Plains application.

On the login screen, there is a Server listed. This is NOT the name of your Great Plains server. Copy this name down and then go to Start\Control Panel\Administrative Tools\Data Sources (ODBC). On the System DSN tab, you should see the same name that was listed in the Great Plains application.

Double-click on this data source to configure it. On the first screen, at the bottom, you should see a Server listed. This is the name of your actual GP server, which you need to enter into the Jet Reports options.

Authentication

Next, you need to determine your login type and information. Great Plains can be configured in a number of different ways. In some cases, you can use the same username/password for Jet that you use to login to Great Plains. However, Great Plains is not always configured like this; in some cases the application login may map to an entirely different database login or to a Windows login. If your Great Plains application login doesn't work and if Windows authentication doesn't work, then you will probably have to ask your Great Plains database administrator for the login information to the database. You need read access for both the company and dynamics databases.

Company

Finally, you need the name of the Great Plains company to use in Jet Reports. In the Great Plains application, the screen after the login screen shows you the list of companies availabe. These are the same companies available in Jet Reports.

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