Data Source User Credentials for Jet Hub
Moderate
Overview
To access data sources requiring user-specific login credentials, users must access the settings through the Jet Excel add-in at least once.
This applies to any Dynamics GP, Jet Data Warehouse, Universal, Cube (over IIS), Jet Remote Data Service, Dynamics NAV Web Services, or Dynamics NAV SQL Server data source.
Example
Let's look at an example using a Dynamics NAV 2013 or later (SQL Server) connection.
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The system administrator has set the scopes for this data source connection, which requires that each user provide their own user name and password.
This indicates that the user name and password are undefined by default for the data source.
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Before a user on Jet Hub can run a report that reads from the data source, the user must first run Microsoft Excel with the Jet add-in and enter their user name and password in the Data Source Settings:
Helpful Hints
In some environments, not every user has Excel (nor the Jet Excel add-in) installed on their system. In such cases, there are alternatives to enable accessing the Data Source Settings.
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If your environment would allow every Jet user to access the database with the exact same user permissions, you can configure a single user for accessing the data.
The scope for those settings would then be configured for Shared :
Another option is to configure a single system with Excel and Jet add-in and get access to the Jet Service Tier and Remote Desktop Services. Users could then connect to that system (once), set up the user credentials, and then run reports from Jet Hub.