Implementing Jet Enterprise: Connection Manager

May 24th, 2018 by

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

Click the pencil/spreadsheet icon next to the Staging database SQL Connection ‘JetGpStage’ on business unit ‘Business Unit’ to open the Jet Data Manager Server: Staging Database window.

Enter the full SQL Server instance name in the Server name field and click the Create button.

Jet Data Manager Server: Staging Database

A confirmation dialog will be displayed when the database is successfully created; click OK to dismiss the message:

Create Database: Database 'JetGpStage has been successfully cretaed.

You will be returned to the previous window; enter the SSIS server name and click the OK button.

Click the pencil/spreadsheet button next to the GP Adapter ‘GP’ on business unit ‘Business Unit’ to open the Jet Data Manager Server: Edit Dynamics GP Adapter window.

Enter the full SQL Server instance name of the SQL Server; set the Database field to your system database name (Jet defaults to DYNAMICS13 so will always need to be changed.)

Click OK to proceed:

Jet Data Manager Server: Edit Dynamics GP Adapter

Click Yes on the Do you want to setup the Dynamics GP Company Table?:

Setup Dynamics GP Company Table: Do you want to setup the Dynamics GP Company Table?

The default settings for the GP Company Table Setup do not need to be changed; I’m not sure why, but Jet Reports themselves do not recommend marking Use All Companies so leave the two checkboxes at the bottom unmarked:

Jet Data Manager Server: GP Company Table Setup

You’ll be dropped back to the main Connection Manager window; click the circular blue arrows to the right of the last button you clicked. Click Yes when prompted Do you want to set up the Dynamics GP Companies?:

Dynamics GP Companies: Do you want to set up the Dynamics GP Companies?

I didn’t change the Company Synchronization Options as I saw no need and just clicked the Synchronize button:

Jet Data Manager Server: Company Synchronization Options

Select which comapnies should be used by marking the checkbox in the Use column and then click OK:

Jet Data Manager Server: GP Companies

On the Updated Tables and Fields window click the Close button:

Jet Data Manager Server: Updated Tables and Fields

You’ll be returned to the Connection Manager window; click the pencil/spreadsheet icon next to SQL Connection ‘GOSQL’ on business unit ‘Business Unit’ to launch the Edit SQL Server Data Source window.

Enter the full SQL Server instance name in the Server name field.

Change the Database name field to the name of your system database (Jet defaults this to DYNAMICS13 and so will always need to be changed. Click OK to proceed:

Jet Data Manager Server: Edit SQL Server Data Source

Back on the main Connection Manager window, click the circular blue arrows next to the last button you clicked on the window. Click OK to close the Updated Tables and Fields window:

Jet Data Manager Server: Updated Tables and Fields

On the Connection Manager window, click the pencil/spreadsheet icon next to Data warehouse SQL connection ‘JetGpDwh’ to open the >em>Data Warehouse window.

Enter the full SQL Server instance name in the Server name field; click the Create button to create the database:

Jet Data Manager Server:

The full SQL Server instance name of the SSIS server name also needs to be entered. Confirm the creation was susccessful and click OK to return to the Connection Manager window.

Click the pencil/spreadsheet icon next to OLAP server connection ‘JetGpOlap’.

Enter the full SQL Server instance name in the Server name field. Click the OK button to close the window:

Jet Data Manager Server: Edit OLAP Server

Back on the Connection Manager window, click the Test Connections button and ensure the Connection State icons go green:

Connection Manager

Click the Close button to return to the main Jet Data Manager Server window where you will see the project listed:

Jet Data Manager Server

Save the project by clicking the Save button on the toolbar; in the Version Details window enter a Version note and click OK:

Jet Data Manager Server: Version Details

With the project now created and connections configured, the project can be worked with, but there are more steps required to make the project available which will be covered in the upcoming posts.

Click to show/hide the Implementing Jet Enterprise Series Index

Read original post Implementing Jet Enterprise: Connection Manager at azurecurve|Ramblings of a Dynamics GP Consultant

Source: azurecurve

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