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Configuring NAV Web Services for Jet Professional


Overview

Jet Professional and Jet Essentials 2012 R2 and higher include the ability to report from databases for Microsoft Dynamics NAV 2013 and higher. Web Services can be used to communicate with recent versions of Dynamics NAV (rather than NAV's C/Front utility, which was used with versions prior to NAV 2013). This document describes the process for configuring Jet Professional using Web Services for Microsoft Dynamics NAV 2013 and newer.

There are two parts to the installation process.

  1. Installing and publishing the Jet business objects on the Microsoft Dynamics Server
    This step needs to be completed just once for a Dynamics NAV database.
    This section is shaded in blue.

  2. Configuring client machines
    This step needs to be completed on each client machine that will use Jet Professional.

This document also addresses

  1. Troubleshooting
  2. Uninstalling Jet Professional 

Before you begin

Before you begin, you will need to have a running instance of Microsoft Dynamics NAV (2013 or newer) and have Jet Professional (or Essentials version 12.5.13072 or later) installed.

If Jet Professional has not been installed on your instance of Microsoft Dynamics NAV then you will need access and permissions to the Microsoft Dynamics NAV Development Environment and the Microsoft Dynamics NAV Server Administration Tool .

If you are adding Jet Professional to a client machine in an environment where Jet Professional is already running you can skip to step 2.

 

Installing and Publishing the Jet Business Objects on the Microsoft Dynamics Server

This step only needs to be done once on a NAV database.

Installing the Business Objects

As of this writing a set of business objects must be imported into the Dynamics NAV Server to enable communication with Jet Professional.  These objects should only be used with NAV 2013 and higher.
 
There are three sets of Business Objects available:
  1. A zip file containing the objects ( Jet Reports Objects.fob ) for NAV 2013-2015 is available for download here
  2. A zip file containing the objects for NAV 2016 is available for download here.
  3. A zip file containing the objects for NAV 2017 is available for download here.
To install the .fob file, open the Microsoft Dynamics NAV Development Environment and then connect to the database
  • Open the Object Designer (choose Object Designer from the Tools menu)
  • Import the .fob file (from the File menu, choose Import )
  • Locate the import file ( Jet Reports Objects.fob or Jet Reports Objects 2016 and later.fob ), and then choose Open
  • The .fob file includes modified objects.  When prompted choose Yes to import all objects
  • Verify that no objects are to be skipped.  Objects are skpped if the version of the object in the database is later than the one in the .fob file
  • Choose the OK button to import the .fob file
The .fob file installs a set of business objects in codeunits 14125500 - 14125504 and Table 14125600.
 
The Jet Professional user must have Read, Insert, Modify, Delete (RIMD-) permissions to Table 14125600 "Jet Cancellation"
 
Publishing the Jet Data Source Code Unit to the Web Service
 
Microsoft Dynamics NAV 2013 and later includes a "Jet Data Source" codeunit which (in NAV 2013-2015) must be published to enable Jet Professional to operate. This can be published using the Microsoft Dynamics NAV RoleTailored Client (RTC)

Publishing the Jet Data Source Codeunit to the Web Service

Microsoft Dynamics NAV 2013 and later includes a "Jet Data Source" codeunit which must be published to enable Jet Professional to operate.
 
This can be published using the Microsoft Dynamics NAV Role Tailored Client (RTC).
 
To publish this code unit, inside the RTC go to Departments > Administration > IT Administration > General and select Web Services .

 


Publish the Jet Data Source code unit by selecting New from the Web services ribbon

 
Object Type: Codeunit
Object ID: 14125500
Service Name: Jet Data Source
 
 

 


Enable SOAP Services and identify connection parameters

Jet Professional calls Web Services (SOAP) when running reports or accessing information from Microsoft Dynamics NAV 2013 and higher.  Using the Microsoft Dynamics NAV Server Administration Tool select the instance that you want to use and check the box next to Enable SOAP Services
 
If Jet Professional will be used outside a secure network then SSL should be enabled for the SOAP Services to help provide security and data integrity for data communications.
 
Please refer to Microsoft instructions regarding how to configure this. These topics may be helpful...
NAV 2013: 
http://msdn.microsoft.com/en-us/library/ee414240(v=nav.70).aspx
 
From the Microsoft Dynamics NAV Server Administration Tool, record the:
  • Credential Type
  • Server Name
  • Instance
  • (note: for performance reasons, it is strongly recommended that a separate instance be created for the sole use of Jet Professional)
  • SOAP Services Port
  • Whether SSL is enabled for SOAP Services
This information is required for configuring your data source connection in Jet Professional on client machines.


                                            NAV 2013 example

   
 

Configuring the Data Source on Client Machines

Identify Server, Instance and Ports

You will need to know the Server Name , Instance , SOAP Services Port and whether SSL is enabled for SOAP Services to configure a data source connection in Jet Professional.  The prior step describes how to confirm these details.


 
If you don’t have access to this information or the Microsoft Dynamics NAV Server Administration tool you may be able to determine this in alternate manner:
  • The default SOAP Services Port is 7047

  • A Server Name and Instance can be determined from the RTC by selecting the Dynamics logo and then Select Server... as shown

    Please note- your NAV installation may include more than one NAV Instance and the NAV instance shown in the RTC may not be the optimal one for you to use. Please contact your database administrator to confirm .

  • Whether or not SSL is enabled varies by installation.


Installing Jet Professional

Jet Professional is an Excel add-in which must be installed each client machine.  The client machines must have Excel installed.

Download the current version of Jet Professional from the Jet Reports Download site

  • Extract the installation files from the zip archive
  • Run the Jet Setup.exe file
  • If you receive a message asking " Do you want to allow the following product to make changes on this computer? ", select Yes .

 

Configuring a Data Source in Jet Professional

Select Data Source Settings from the Jet Ribbon

To create a data source for NAV 2013 and later, click the Add button at the top of the Data Source Settings window

In the New Data Source window, give your new data source a descriptive name and select " Dynamics NAV 2013 and later " from the Type drop down box.
On the Authentication tab, select the credential type configured for NAV's Web Service
Select the Web Service tab

Enter the Server , SOAP Services Port , and Instance

If your Web Service is configured to use SSL encryption then check the " Use SSL encryption " box.

Pick the Jet_Data_Source codeunit.

Select the name of the Company you would like to use.

Click Test Connection to ensure connectivity.

Click OK

 

Specify your NAV Database Language


You can specify the language in which Jet Professional will display database captions including tables, fields and option values.

Select Data Source Settings from the Jet Ribbon

Select the Display tab.

Pick the language code which matches your RTC view.
(Your RTC language can be determined from the RTC by selecting the Dynamics logo and then Select Langauge… )

Click OK

Specify your Jet Interface Language


You can specify the language of your Jet Professional interface.

Select Application Settings from the Jet Ribbon.

Select the General tab

Pick the User interface language that you wish to use.

Click OK


You will need to restart Excel for the user interface language change to take effect.

 


 

Troubleshooting

Please note...

Some NAV Partner licenses created before 10/6/2012 did not include the required permissions to execute the required codeunits.

If you encounter an error stating “ You do not have the following permissions on CodeUnit Jet Data Source… ” please download a fresh copy of your NAV 2013 license from VOICE.

Versions of Jet Essentials prior to 12.5.13072 supported the NAV 2013 Web Service only when that service was configured for Windows Authentication.   If using an earlier version of Jet Essentials, please update your install to the latest available release.

Uninstalling Jet Professional

If you need to uninstall Jet Professional from a client machine -

  • From the Windows Start Menu select All Programs
  • Find the Jet Professional application group
  • Right-click Uninstall 

If you need to uninstall the Jet components from the Microsoft Dynamics NAV 2013 Server -

  • Open the Microsoft Dynamics NAV Development Environment and then connect to the database
  • Open the Object Designer (on the Tools menu, choose Object Designer )
  • Select All to see all business objects.
  • Select all the business objects in the 14125500-509 range, right-click and select Delete.  When asked if you want to delete the selected lines click Yes.
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