Configuring the data source connection in the Jet Excel add-in
The first step in the Jet add-in is to create a new data source of the type “Dynamics NAV 2013 and later (Remote Data Service)”.
Next, the authentication information needs to be configured. These options are the same credentials that are used to access NAV.
The user can authenticate against the JRDS using any one of the following:
- their own Windows credentials (this usually only applies to demo environments)
- another user's Windows credentials (e.g., a user on a different domain - usually the domain where the data resides)
- NAV User Password credentials.
You will need to contact your system administration to obtain the exact settings being used in your organization
In this example, Windows authentication is selected for a user account on a separate domain.
Figure 1 - Windows authentication for the current user is the selected authentication scheme
Finally, the connection information to the instance of the JRDS must be configured.
Figure 2 - Connection configuration for an instance of the Jet Report Data Service
The marked settings shown in Figure 2 will come from your system administrator.
If the settings are correct, the dropdown to select the company will populate when opened.
All remaining settings pages are typical of other NAV data sources. Be sure to select the desired drilldown type and, in the case of RTC drilldown, the directory where the RTC is installed.