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Creating a new Data Source


The information in this article contains steps specific to Jet Professional and Jet Essentials 2015 Update 1.  Older versions involve slightly different screens.

 

Overview

Before you can generate reports using Jet Professional, you must first define how to access the data you want to use in your reports.

 

The first step is to access the Data Source settings:

 

Once the Data Source Settings window is displayed, click the "Add" button:

 

In the New Data Source window, enter a name for your data source and then select the type of database you will be accessing:

 

For most databases, you can now click the OK button to return to the Data Source Settings window and supply the remaining information needed to configure your data source.

If, however, your database is "Dynamics NAV 2013 or later", your next step is to specify the type of connection that you will be using to access your database:

The option you choose is determined by your organization's system administrator based on your organization's installation of Dynamics NAV.

 

Direct SQL Server and Direct SQL Server - Multitenant

For organizations and users with direct access to the SQL Server on which their NAV 2013 (or later) database is stored, this data source can provide substantially faster reporting access than is traditionally possible through NAV's Web Services.

Please see the Requirements for this data source and also Instructions for Configuring this data source.

If your organization uses Dynamics NAV in a multitenant environment, see the Instructions for Configuring a NAV 2013 and higher multitenant data sourcel.

 

Remote Data Server

The Jet Remote Data Service (JRDS) data source provides a fast, secure connection method for environments where Jet users have Excel installed locally and their Dynamics NAV system is hosted on a different domain.

System administrators should refer to the Admin Guide for the JRDS .  End users can see the article on configuring a JRDS that has been set up by your system administrator.


Web Services

If the two requirements for using the Direct SQL Server connector do not apply to you, you can access your NAV 2013 data by using NAV's Web Services to handle the communications.

Please see the article on Configuring Jet Professional for NAV 2013 and higher for more information.


Once you have chosen the Connection Method, click the OK button to return to the Data Source Settings window and complete the configuration of your specific data source.


 
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