Skip to main content
insightsoftware Docs insightsoftware Docs
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Using the Jet Administration Console

Medium

Overview

The Jet Administration Console is a user interface that makes it easy for administrators to create and manage the information in the Services Database when the Jet Service Tier (a set of Windows services used by Jet Reports and Jet Analytics dashboards) is used.

With the Jet Administration Console, you can edit:

  • Jet data source properties for all your users
  • Users
  • User permissions

Prerequisites

  • The Jet Service Tier and Jet Administration Console must be installed.
  • Users must be on Jet Reports version 2015 or later.

How to use the Jet Administration Console

Use the links below to jump to the corresponding section:

Open the Jet Administration Console

You can open the Jet Administration Console from your Windows Start Menu.

Saving changes in the Jet Administration Console

Changes are saved:

  • In the background when you switch between tabs.
  • When you click Save on the ribbon
  • When you close the Jet Administration Console.

Establish the connection to the Jet Services

  1. Go to the Settings tab of the Jet Administration Console.

  2. Type the name of the Server where your Jet Services database and the Jet Service Tier are running.

  3. If you have changed your Port number during the installation of the Service Tier, make sure that you update it on this tab as well. Otherwise, you can accept the default port number.

  4. Click Connect on the ribbon.

    When a connection to the Jet Services has been established successfully, you will be notified.

  5. Click OK to close the message.

Manage Users

Go to the Users tab to add, manage, and remove users.

JAC_Users.jpg

A User is a person who can access data sources defined in the Jet Administration Console to design and/or run reports using the Jet Excel add-in.  A user may be defined as an individual Active Directory user, or as an Active Directory group.  Defining users as groups enables an administrator to grant permissions to a group of users, greatly reducing security workload.

Defining users as groups in the Jet Administration Console does not change the Jet licensing model, in which a Designer or Viewer is defined as an individual.

An Administrator can grant other users Administrator rights by changing the users’ security level.  The individual who installed the Jet Service Tier has Administrator rights by default.

You can allow users to create Personal Data Sources. These are data sources that other individuals would not be able to see or use.  Personal Data Sources are created inside the Jet Excel add-in.  The data source connection properties are stored in the Services Database and are specific to the individual.

Manage Data Sources

Go to the Data Sources tab to add, manage, and remove data sources. You can configure data sources manually, or import existing data source settings from the Jet Excel add-in.

To import existing data source settings

  1. Export your data source settings from the Jet Excel add-in:
    1. Open Excel.

    2. In the Jet ribbon, select Settings > Data Source Settings .

    3. Select Export> Data Sources...

    4. Select the data sources you want to export.

    5. Click Export .

  2. Import your data source settings in the Jet Administration Console:
    1. Open the Jet Administration Console and select the Data Sources tab.

    2. In the ribbon, click Import . A File Explorer window opens.

    3. Navigate to the export file you saved and open it.

    4. Select the data sources you want to import. The imported data source settings are entered automatically.

      JAC_Data_Sources.jpg

Manage Scopes

Go to the Data Sources tab to edit the scope of your data source settings. Each setting on a data source has a 'scope' that you can customize.

To edit the scopes of your data source settings

  1. In the Jet Administration Console , click Edit Scopes .

  2. Configure the data source settings and scopes:

    • Shared settings are identical for all users.  Some settings must be shared and are locked. Server and Database are examples of settings that must be shared.  Users cannot modify the value of shared settings from the Jet Excel add-in.
    • User settings can vary by user.  Display preferences and authentication information are examples of settings that should be defined as user settings.
    • Machine/User settings can vary based on the combination of machine and user.  File paths are examples of settings that should be set to machine/user.
  3. When you have finished editing the scopes of your data source settings, click Edit Scopes again to confirm your changes.

Manage Permissions

Go to the Permissions tab to manage the permissions of your users.

You can give a user access to a data source by selecting the checkbox in the data source's column. If a data source is selected for a user, they have permission to access the data source connection properties.

JAC_Permissions.jpg

Providing users with access to the data source connection properties does not give them access to the data sources themselves. Users still need read permissions on their respective data sources.

Published:

Using the Jet Administration Console

Medium

Overview

The Jet Administration Console is a user interface that makes it easy for administrators to create and manage the information in the Services Database when the Jet Service Tier (a set of Windows services used by Jet Reports and Jet Analytics dashboards) is used.

With the Jet Administration Console, you can edit:

  • Jet data source properties for all your users
  • Users
  • User permissions

Prerequisites

  • The Jet Service Tier and Jet Administration Console must be installed.
  • Users must be on Jet Reports version 2015 or later.

How to use the Jet Administration Console

Use the links below to jump to the corresponding section:

Open the Jet Administration Console

You can open the Jet Administration Console from your Windows Start Menu.

Saving changes in the Jet Administration Console

Changes are saved:

  • In the background when you switch between tabs.
  • When you click Save on the ribbon
  • When you close the Jet Administration Console.

Establish the connection to the Jet Services

  1. Go to the Settings tab of the Jet Administration Console.

  2. Type the name of the Server where your Jet Services database and the Jet Service Tier are running.

  3. If you have changed your Port number during the installation of the Service Tier, make sure that you update it on this tab as well. Otherwise, you can accept the default port number.

  4. Click Connect on the ribbon.

    When a connection to the Jet Services has been established successfully, you will be notified.

  5. Click OK to close the message.

Manage Users

Go to the Users tab to add, manage, and remove users.

JAC_Users.jpg

A User is a person who can access data sources defined in the Jet Administration Console to design and/or run reports using the Jet Excel add-in.  A user may be defined as an individual Active Directory user, or as an Active Directory group.  Defining users as groups enables an administrator to grant permissions to a group of users, greatly reducing security workload.

Defining users as groups in the Jet Administration Console does not change the Jet licensing model, in which a Designer or Viewer is defined as an individual.

An Administrator can grant other users Administrator rights by changing the users’ security level.  The individual who installed the Jet Service Tier has Administrator rights by default.

You can allow users to create Personal Data Sources. These are data sources that other individuals would not be able to see or use.  Personal Data Sources are created inside the Jet Excel add-in.  The data source connection properties are stored in the Services Database and are specific to the individual.

Manage Data Sources

Go to the Data Sources tab to add, manage, and remove data sources. You can configure data sources manually, or import existing data source settings from the Jet Excel add-in.

To import existing data source settings

  1. Export your data source settings from the Jet Excel add-in:
    1. Open Excel.

    2. In the Jet ribbon, select Settings > Data Source Settings .

    3. Select Export> Data Sources...

    4. Select the data sources you want to export.

    5. Click Export .

  2. Import your data source settings in the Jet Administration Console:
    1. Open the Jet Administration Console and select the Data Sources tab.

    2. In the ribbon, click Import . A File Explorer window opens.

    3. Navigate to the export file you saved and open it.

    4. Select the data sources you want to import. The imported data source settings are entered automatically.

      JAC_Data_Sources.jpg

Manage Scopes

Go to the Data Sources tab to edit the scope of your data source settings. Each setting on a data source has a 'scope' that you can customize.

To edit the scopes of your data source settings

  1. In the Jet Administration Console , click Edit Scopes .

  2. Configure the data source settings and scopes:

    • Shared settings are identical for all users.  Some settings must be shared and are locked. Server and Database are examples of settings that must be shared.  Users cannot modify the value of shared settings from the Jet Excel add-in.
    • User settings can vary by user.  Display preferences and authentication information are examples of settings that should be defined as user settings.
    • Machine/User settings can vary based on the combination of machine and user.  File paths are examples of settings that should be set to machine/user.
  3. When you have finished editing the scopes of your data source settings, click Edit Scopes again to confirm your changes.

Manage Permissions

Go to the Permissions tab to manage the permissions of your users.

You can give a user access to a data source by selecting the checkbox in the data source's column. If a data source is selected for a user, they have permission to access the data source connection properties.

JAC_Permissions.jpg

Providing users with access to the data source connection properties does not give them access to the data sources themselves. Users still need read permissions on their respective data sources.

For an optimal Community experience, Please view on Desktop