Step-by-Step Guide

Jet report Activation Code

You may need the Product Activation Code during the installation process.

Please contact Bizspoke when you need the activation code.

Installation

1) Go to the web site for download Jet Report   https://insightsoftware.com/downloads/


2) Run the Jet Setup File


3) Agree the Licenses Agreement

    (1) Read the agreement

    (2) Check the check box for agree

    (3) Click "Continue" for continue installation process


4) Enter The Activation Code then click "Next"


5) Choose "Client Components" for installation


6) Select Jet Excel Add-in then click "Next"


7) Click the "install" button to install.


8) Click the "finish" button when the Installation Complete.


Set up the Data Source

The Data Source Settings are used to define one or more database connections.

Once the Jet Excel add-in has been installed, Dynamics 365 Business Central has been configured to access your local Business Central data, and Web Services have been configured for access from the Jet add-in, it is an easy matter to configure your data source settings. 

Setup Data Source by Import the setting file.

You will need to have the import file and saved in your computer.

1) Click the action button Import => Data Source


2) Select the import file

3) Click OK to import the setting


4) Click Test Connection for check the connection can be set up successfully or not

End if configuration by import setting file.

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Setup Data Source manually.

You will need to know the Server Name, Instance, SOAP Services Port, and whether SSL is enabled for SOAP Services.

Step 1 - After installation is completed.  Open the MS Excel workbook then go to the "Jet Reports" Tab and then select Settings => Data Source Settings

   

  

Go to General Tab and check the Type for next steps.

The type determines which data source matches the current requirement.

(A) Web Services - On Premises (Please jump to step2 and continue setup)

(B) Direct SQL Server (Please jump to step7 and continue setup)


Configuration for On Premises

Step 2 - Click the Add button at the top of the Data Source Settings window...


Step 3 - Add Data Source.

  • Give your data source a descriptive name.
  • For the Database Type, select Dynamics 365 Business Central.
  • For the Connection Method, select Web Services - On Premises.
  • Click OK.


Step 4 - Authentication Setting

Go to Authentication tab, select the credential type which is configured for your Dynamics Web Services...


Step 5 - Web Services Setting

  • Go to Web Services Tab...
  • Enter the Server, OData Services Port, and Instance.
  • Pick the Jet_Data_Source (JetDataSource in later versions) codeunit.
  • Select the name of the Company you would like to use.
  • If your Web Service is configured to use SSL encryption, check the Use SSL Encryption box.

Web Services

***Please note, Microsoft announced changes in Business Central 2021 release wave 2 (version 19.0) that SOAP has been superseded by OData V4. It's recommended that integrations are migrated to OData V4 as soon as possible.



Step 6 - Test Connection

Click the Test Connection button at the top of the window


End if configuration for Web Services - On Premises

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Configuration for Direct SQL Server

Step 7 - Direct SQL Server

Click Add on the Data Source Settings tool bar.
In the Add Data Source dialog, give your data source a unique and descriptive name, choose Dynamics 365 Business Central from the Database Type pull-down list,

then choose Direct SQL Server from the Connection Method pull-down list. and then click the Add button.


Step 8 - On the Authentication tab...

***If your SQL Server is configured to automatically recognize the user names used to log on to Windows, you can use one of the "Windows Authentication" options (either the current Windows user or another Windows user).
Once you have specified how to access the SQL database, you will then want to specify which BC user will be used when determining the roles and permissions used to access the BC data.  If your BC system is configured to recognize the user names used to log on to Windows, you can choose to use the current Windows users.  Otherwise, Jet Reports also supports the use of NAV User Password authentication.

If your SQL Server is not configured to recognize Windows user names, you will need to choose SQL Server Authentication and provide the user name and password for an account that does have permissions to access the SQL Server. 


Step 9 - On the Connection tab...

You will need to provide the name or IP address of the SQL server where your BC database resides, select the specific BC database you want to use, and then select the company within that BC database that you want to use by default (even is there is only one).


Step 11 - Click Test Connection to test your connection to the database

If you want your Business Central data source to be your primary data source, click Set as Default.

Click OK and your new Dynamics 365 Business Central data source is ready to be used in Jet Reports.


End if configuration for Direct SQL Server

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