Setting up a Microsoft Dynamics NAV 2013 Data Source
with Jet Express and Jet Essentials
Overview
This document describes the process for setting up a Jet data source for Microsoft Dynamics NAV 2013
with Jet Express and Jet Essentials 2012 R2.
With the release of Jet Express and Essentials 2012 R2, Jet Reports introduces the ability to report from
a Microsoft Dynamics NAV 2013 database. Web Services are used to communicate with Dynamics NAV
2013, rather than C/front which was used with prior versions of NAV.
Before you begin
Before you begin you will need to have a running instance of Microsoft Dynamics NAV 2013 and have Jet
Express or Jet Essentials 2012 R2 (or later) installed.
If you are configuring Jet Essentials your Jet License should be installed prior to setting up a data source
connection.
Publishing the Jet Data Source Codeunit to the Web Service
Microsoft Dynamics NAV 2013 includes a "Jet Data Source" codeunit which must be published to enable
Jet Essentials or Jet Express to operate. This can be published using the Role Tailored Client (RTC).
To publish this code unit, inside the RTC
go to Departments > Administration >
IT Administration > General and select
Web Services.
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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
And click the box to publish.
If Jet Express or Jet Essentials are to be used outside a secure network then the Web Services should be
configured to use SSL to help provide security and data integrity for data communications over a
network. Please refer to Microsoft instructions regarding how to configure this. This topic may be
helpful http://msdn.microsoft.com/en-us/library/ee414240(v=nav.70).aspx
Identify Server, Instance and Ports
Jet Express and Jet Essentials call and consume Web Services (SOAP) when running reports or accessing
information from Microsoft Dynamics NAV 2013.
To configure your data source connection you will need to identify your Server and Instance names and
your SOAP Services Port. The default SOAP Services Port is 7047, however this can be confirmed in the
Microsoft Dynamics NAV Server Administration Tool (image below):
Server Name
Instance
Name
Client Services
Port
SOAP Services
Port
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With Jet Essentials, users have the option to drill down from a Jet query into either the RTC or the Web
Client to see additional information about a value. If the user has access to the NAV RTC then it is
recommended that the drilldown be configured to this as well, as this provides the best drilldown
experience.
If you choose to drill down into the RTC in Jet Essentials, you will need to know the RTC Server, RTC
Instance and Client Services Port.
This information can be confirmed in
the RTC by selecting the Dynamics logo
and then Select Server… as shown to
the right.
RTC Instance
RTC Server
Client Services port
If you choose to drill down into the Web Client in Jet Essentials, you will need to know the Server and
the Port that are used with the Web Client. This information can be determined from the URL that is
used with by the Web Client
https://jet-test1:8080/List.aspx?company=CRONUS
Server
Port
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Configuring a Data Source
A data source connection needs to be configured on each client machine. The process for configuring a
data source in Jet Express and Jet Essentials are different and addressed separately below.
Configuring a data source in Jet Express
Select Data Source Settings from the Jet Ribbon
Use the Data Source Version drop down button
and select "Dynamics NAV 2013 and later".
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.
Pick your default Company.
Click Test Connection to ensure connectivity.
Select OK.
Other user preferences can be specified on the Display and Advanced pages.
Your NAV 2013 data source is now fully configured and you can use Jet Express create and run reports.
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Configuring a data source in Jet Essentials
Select Data Source Settings from the
Jet Ribbon
Select “Add”
Select the type of Dynamics NAV
2013 and later
Type a name for your data source.
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.
Pick your default Company.
Click Test Connection to ensure
connectivity.
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To drilldown into the Role Tailored Client (RTC) with Jet Essentials
Select the Drilldown tab
Pick “Use the Dynamics NAV Role
Tailored Client (RTC)”
Enter the path to your RTC folder
Type in your RTC server, Client Services
port, and RTC instance
Select OK
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To drilldown into the Web Client with Jet Essentials
Select the Drilldown tab
Pick “Use the Dynamics NAV Web Client”
If your Web Client is configured to use SSL
encryption then check the Use SSL encryption box.
Enter your Web Server and Port
Select OK
Other user preferences can be specified on the Display and Advanced pages.
Your NAV 2013 data source is now fully configured and you can use Jet Essentials create and/or run
reports.
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