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Setting up a GP data source in Jet Professional


Overview

Setting up a Dynamics GP Data Source using Jet Professional

Before you can create a Data Source connection, you must first download and install Jet Professional from the Jet Professional download website.

Because Jet Professional does not connect to the Dynamics GP client, you will need login credentials for GP's underlying SQL database.  You may need to contact your system administrator to create that for you.


You’ll also need the following files and information:

 

  • For Jet Professional or Jet Essentials 2013 and higher: your Jet License Activation Code
  • For Jet Essentials 2012 R2 and earlier: your Jet License Files (.jlf)
  • Database Information:
    • Server Name or IP Address
    • Dynamics Database Name
    • Database Login Information

 

Watch the Video!

 

 

Step-by-Step

To create a new GP data source connection to your GP database, start by clicking the Data Source Settings button on the Jet ribbon.



On the Data Source Settings window, click the "Add" button.



In the New Data Source dialog, provide a unique name for our GP data source and select "Dynamics GP" for the type.  Click OK.


 

The Data Source Settings window will now display the information for your new (empty) data source.

If the database login - created for you by your system administrator - recognizes your Windows login credentials, on the Authentication tab you can select "Windows Authentication".  Otherwise, you'll need to select "Database Authentication" and specify the user name and password provided to you by your system administrator.

 

On the Connection tab...


You will need to provide the name or IP address of the server on which you database is located.

Versions of GP prior to GP 2013 contained a database with the name "Dynamics".  Laster versions of GP allow system administrator to use a name other than Dynamics. You will want to specify the correct Dynamics database by clicking the pull-down arrow and selecting the database name provided to you by your system administrator.

Finally, click the pull-down arrow for the Company and select the appropriate default company name. Even if you only have one company in your database, you must select it here.

If you database includes multiple companies, you can always change the selected company on this screen, the Jet ribbon, or even within the Jet function itself.


On the Display tab...


You can choose your display preferences, which will determine how your tables and fields display in the various Jet wizards.

You can choose whether or not to display the tables that contain no data and if you want to display how many records are in each table (next to the table name).

Most importantly, if Friendly Names have been added to your database, you can choose to enable them for your use.  This is a very useful feature that can be a significant help in finding your data.

More information about Friendly Names can be found in the related article section below.

 

On the Advanced tab...

It is a best practice to trim blank spaces from fixed-length text fields.

 

Once the Data Source Settings are correct, you can test them by clicking the Test Connection button.


and should see the Test Connection Succeeded message.  If there are any issues, the message should help you in troubleshooting.

If you would like this data source to be the default data source that Jet Professional will use, click the Set Default button.

Click OK and your Dynamics GP data source is now ready for use with Jet Professional.

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