Implementing Jet Enterprise: Connection Manager

Jet ReportsThis post is part of a series of posts on Jet Reports.

In the last post, I covered the creation of the project; in this post, I’m going to cover the configuration of the project in the Connection Manager which tells the project which Microsoft Dynamics GP system it is to run against:

Connection Manager

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Implementing Jet Enterprise: Create Project

Jet ReportsThis post is part of a series of posts on Jet Reports.

In the last post, I covered the creation of the Jet Enterprise project repository; in this post, I’m going to go through creating the project.

To create the project, launch the Jet Data Manager Server and, from the File menu, select CubeStore:

Jet Data Manager Server - File menu

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Implementing Jet Enterprise: Create Project Repository

Jet ReportsThis post is part of a series of posts on Jet Reports.

The installation of Jet Enterprise leads into the creation of the project repository, which I’m going to cover in this post.

There are a few fields which need to be completed for the project repository to be created.

First, enter the full instance name of the SQL Server which will host the repository database.

Second, either accept or change the Database and click the Create button (I added the Jet prefix to the database name).

Third, enter the full instance name of the SSIS server name.

Fourth, select the authentication method; I’ve selected Windows authentication as the user I am logged in as, is a SQL Server sysadmin.

Click OK to proceed:

Jet Data Manager Server: Project Repository

The next step is to create the project, which I will cover in the next post.

Implementing Jet Enterprise: Installation

Jet ReportsThis post is part of a series of posts on Jet Reports.

So far in this series, I’ve covered the installation and configuration of Jet Express and Jet Professional; these are the bottom and middle tier of Jet Reports.

The Express version is the most basic one and only has a, very simple, client installation process; the Professional version is a little more complex and has an optional server component.

Jet Enterprise is a much more complicated installation and configuration than either of the lower tier versions. That said, while being more complicated than the others, it is still a fairly simple process.

With Jet Enterprise, the server components are mandatory and are where the data warehouse and cubes are built and deployed. I will be covering all of this over the coming posts, but the first item to cover is the installation. To install the software, the first thing you need to do is download the software from Jet Reports:

Internet Explorer - Download Jet Reports Software

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Implementing Jet Enterprise: Prerequisites

Jet ReportsThis post is part of a series of posts on Jet Reports.

The next set of posts is about the top tier of Jet Reports; Jet Enterprise. Jet Enterprise includes the complete reporting functionality of Jet Professional, so the prerequisites of Jet Professional also need to be met.

The prerequisites for Jet Enterprise are outlined below.

  • Hardware

    • Hardware requirements are going to vary based several factors, such as number of users, size of databases, rate of growth, data refresh timings as well as if the server is dedicated to jet Reports or if it is shared with other applications.
      Jet Reports have a support topic covering their Server Hardware Sizing Recommendations.
  • Operating System

    • Microsoft Windows Server 2016
    • Microsoft Windows Server 2012 and 2012 R2
    • Microsoft Windows Server 2008 SP2
  • Prerequisites

  • Microsoft Office

    • Microsoft Office 365 (2013-2016 Desktop Edition Only)
    • Microsoft Office 2010 – 2016

Implementing Jet Enterprise: Series Index

Jet ReportsThis post is part of a series of posts on Jet Reports. As I said in the series index for the overall series on Implementing jet Reports, I am doing sub-series for each of the versions of Jet Reports.

This is the series index for implementing Jet Professional which is the top tier of the software and suitable for businesses with more complex financial and non-financial reporting requirements. It also allows the creation of dashboards and plugging in of other software into the cubes for reporting; this includes PowerBI and other BI software.

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Implementing Jet Reports: Differences Between Versions of Jet Reports

Jet ReportsThere are three versions of Jet Reports available for Microsoft Dynamics GP. Jet Reports was founded in 2002 and is headquartered in Portland, Oregon, USA and has a presence around the world, including here in the United Kingdom.

The three versions of Jet Reports are:

  1. Jet Express for Excel – an extension included with Microsoft Dynamics GP gives users a simple way to create basic reports and business queries inside Excel.
  2. Jet Professional – fast, flexible financial and business reporting inside Microsoft Excel.
  3. Jet Enterprise – corporate analytics and reporting, anywhere.

There is a product comparison sheet available from Jet Reports which shows the differing capabilities of the three versions.

As mentioned in the series index, I am going to run through the implementation of all three versions, but my recommendation would be to look to the Professional and Enterprise versions for your reporting needs rather than the Express edition; unless your requirements are very simple (no requirements for dashboards, scheduling, security, multi-company) then Jet Express will not be sufficient.

Implementing Jet Reports: Series Index

Jet ReportsBack in May 2016, Microsoft and Jet Reports announced a new Microsoft Excel-based reporting product called Jet Express. I was aware of Jet Reports before then, but the announcement brought them back to my attention as well as highlighting that the future of Management Reporter is now somewhat limited.

I’ve spent a bit of time over the last few months taking a look at the different versions of Jet Reports and figured it was time to do a series of blog posts. Over the coming posts, I am going to take a look at the implementation of each of the three versions of Jet Reports; I’ll also show the sample reports available from Jet Reports themselves, but will not cover report design in this series of posts. I’ll probably do some posts on this in the future.

I’ve created a separate series for each of three versions of Jet Reports; the indexes below will populate as each post goes live.

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