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Configure NAV or Business Central Web Services for Jet Reports

Advanced - NAV Administration access required

Overview

The Jet Excel add-in (version 12.5 and higher) includes the ability to report from databases for Microsoft Dynamics NAV 2013 and higher through NAV's Web Services.

This document describes the first part of the process for preparing to use the Jet Excel add-in with Web Services for Microsoft Dynamics NAV 2013 and newer.

There are two parts to the installation process:

  1. Installing and publishing the Jet business objects on the Microsoft Dynamics Server - this article
  2. Configuring Client Machines - see Configuring NAV Web Services Data Sources

Before you begin:

You will need to have a running instance of Microsoft Dynamics NAV (2013-2018) or Business Central 14 or earlier and have the Jet Excel add-in (version 12.5.13072 or higher) installed.

In order to install the Jet Business Objects on your instance of Microsoft Dynamics NAV or Business Central on-premise, you will need access and permissions to the Microsoft Dynamics NAV Development Environment and the Microsoft Dynamics NAV Server Administration Tool.

Install and Publish the Jet Business Objects on the Microsoft Dynamics Server

This needs to be done only once per Dynamics database.

      1. Installing the Jet Business Objects

        The Jet Business Objects must be imported into the Dynamics NAV Server to enable communication with the Jet Excel add-in.  These objects should only be used with NAV 2013 and higher.

        To install the .fob file, open the Microsoft Dynamics NAV Development Environment and then connect to the database

        1. Open the Object Designer (choose Object Designer from the Tools menu)
        2. Import the .fob file (from the File menu, choose Import ).
        3. Locate the import file and then choose Open.
        4. The .fob file includes modified objects. When prompted choose Yes to import all objects.
        5. Verify that no objects are to be skipped. Objects are skipped if the version of the object in the database is later than the one in the .fob file
        6. Choose the OK button to import the .fob file.

        The .fob file installs a set of business objects in codeunits 14125500 - 14125504 and Table 14125600.

        Note:  Users of the Jet Excel add-in must have Read, Insert, Modify, Delete (RIMD-) permissions to Table 14125600 "Jet Cancellation".

      2. Publishing the Jet Data Source Code Unit to the Web Service

        Publishing the Jet Data Source Code Unit to the Web Service Microsoft Dynamics NAV 2013 and later includes a "Jet Data Source" codeunit which must be published to enable Jet Reports to operate.

        This can be published using the Microsoft Dynamics NAV Role Tailored Client (RTC). Inside the RTC go to Departments > Administration > IT Administration > General and select Web Services

        Publish the Jet Data Source code unit by selecting New from the Web services ribbon.

        Object Type Object ID Service Name Published
        Codeunit 14125500 Jet Data Source [x]

      3. Enable SOAP Services and identify connection parameters

        Jet Reports calls Web Services (SOAP) when running reports or accessing information from Microsoft Dynamics NAV 2013 and higher.

        Using the Microsoft Dynamics NAV Server Administration Tool select the instance that you want to use and check the box next to Enable SOAP Services

        If the Jet Excel add-in will be used outside a secure network then SSL should be enabled for the SOAP Services to help provide security and data integrity for data communications

        Please refer to Microsoft instructions regarding how to configure this. These topics may be helpful... NAV 2013: http://msdn.microsoft.com/en-us/library/ee414240(v=nav.70).aspx

        NAV 2016: https://msdn.microsoft.com/en-us/library/ee414240(v=nav.90).aspx

        From the Microsoft Dynamics NAV Server Administration Tool , record the:

        • Credential Type
        • Server Name
        • Instance
        • SOAP Services Port
        • Whether SSL is enabled for SOAP Services
        This information is required for configuring your data source connection in the Jet Excel add-in on client machines.

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