Install Jet Reports

Jet Installer consists of two installers. You can use Jet Reports Excel Add-in Setup to install Jet Reports Excel Add-in and Jet Reports Services Setup to install Jet Services Tier, Jet Hub, and Jet Administration Console.

For any questions, contact your IT administrator, or email jetsupport@insightsoftware.com.

To install and configure Jet Reports, refer the following:

Installing Jet Reports Excel Add-in

To access the video for installing Jet Reports Excel Add-in, click Install Jet Reports Excel Add-in.

To install Jet Reports Excel Add-in, perform the following steps:

1. After downloading the Jet Reports, right-click the downloaded file and select Extract All.

2. Go to the Jet Reports folder > Jet Reports Excel Add-in Setup.exe. The End User License Agreement is displayed.

3. Scroll through the bottom of the agreement and select I have read and agree to the terms of this End User License Agreement. The Authentication page is displayed.

4. Select any of the following options based on your organization's requirement and click Next.

   

   • I have an insightsoftware Platform account: Applicable for customers who connect to insightsoftware platform for accessing their license information.

   • I have an activation code: Applicable for customers who use the legacy license portal and have a unique activation code.

     If you select this option, you have to enter the product activation code and click Next.

   • I want to use Jet Reports in trial mode: Applicable for new customers who want to explore and test the capabilities Jet has to offer.

   The Select the features you want to install page is displayed.

5. Select the required features. If your company uses Jet Service Tier to share data source configurations, select select if using Jet Service Tieror Jet Hub, otherwise select Jet Excel Add-In > Next and start the installation.

   

6. If you have selected Jet Service Tier, the Configure the network Connection Settings page is displayed.

7. Provide the following details and select Next.

   

   • Jet Service Tier host: Indicates the name of the server used to access the Jet Service Tier.

     The Jet Service Tier host field is auto-populated as it will pull the fully-qualified domain name (FQDN) of the machine where Jet Reports is installed. If Jet reports and Jet service Tier are installed on the same machine, the auto-populated value should not be changed.

   • Jet Service Tier port: Indicates the port number to access the Jet Service Tier.

   • Jet Hub URL: Indicates the URL (web address) configured by your company to connect to Jet Hub.
     The Jet Hub URL should also usually be set to the FQDN of the server it will reside on. If you do not know what to put here, it is generally correct to copy the first box into the third box .

     If you do not want to use Jet Hub, you can select We don't use the Jet Hub.

   The Start Installation page is displayed.

   Note: If you have selected only Jet Excel Add-in, then the configuring network connection settings step is skipped, and the Start Installation page is displayed.

8. To enable the Jet Excel Add-in during the installation, select Launch Jet Reports. To create a shortcut on desktop to launch Jet Reports, select Add a desktop shortcut for Jet Reports, and then select Install. You can start using Jet after the installation is complete.

Using the Jet Service Tier

• Jet Reports includes an online report management system - Jet Hub.  Use of Jet Hub requires the installation and use of the Jet Service Tier for storing and accessing data source and user information.

• Please review the Jet Hub Pre-Installation Checklist and then see our article What is the Jet Service Tier for more information.

Installing Jet Reports Services

You should be an administrator to install Jet Reports Services.

1. After downloading the Jet Reports, right-click the downloaded file and select Extract All.

2. Go to the Jet Reports folder > Jet Reports Excel Add-in Setup.exe. The End User License Agreement is displayed.

3. Scroll through the bottom of the agreement and select I have read and agree to the terms of this End User License Agreement. The Authentication page is displayed.

4. Select any of the following options based on your organization's requirement and click Next.

   

   • I have an insightsoftware Platform account: Applicable for customers who connect to insight's software platform for accessing their license information.

   • I have an activation code: Applicable for customers who use the legacy license portal and have a unique activation code.

     If you select this option, enter the product activation code and click Next.

   • I want to use Jet Reports in trial mode: Applicable for new customers who want to explore and test the capabilities Jet has to offer.

   The Select the features you want to install page is displayed.

5. Select the required features and select Next.

   

   The Configure the Network Connection Settings page is displayed.

   Note: The Jet Service Tier and Jet Hub must be installed on only one sever within an organization. The Jet Administration Console can be installed on any number of individual workstations.

6. Provide the following details, and select Next.

   

   • Jet Service Tier host: Indicates the name of the server used to access the Jet Service Tier.

     The Jet Service Tier host field is auto-populated as it will pull the fully-qualified domain name (FQDN) of the machine where Jet Reports is installed. If Jet Reports and Jet Service Tier are installed on the same machine, the auto-populated value should not be changed.

   • Jet Service Tier port: Indicates the port number to access the Jet Service Tier, which by default is 7090.

   • Jet Hub URL: Indicates the URL (web address) configured by your company to connect to Jet Hub.
     The Jet Hub URL should also usually be set to the FQDN of the server it will reside on. If you do not know what to put here, it is generally correct to copy the first box into the third box .

   After selecting Next, the Authentication Method window is displayed.

7. Select the user management or authentication method used by your organization, and select Next.

   

   Check with the system administrator for authentication method.

   Traditionally, most organizations use active directory. The usage of Microsoft Entra ID and Microsoft 365 authentication is becoming more common. If you have installed only Jet Service Tier without Jet Hub, the Active Directory is the only option available.

   The Configure the Jet Service Tier settings window is displayed.

8. Select the account that is used to run the service tier ( Network Service is recommended), and click Next.
   If you do not have a dedicated service account, Network Service already has all required permissions to run as a service.

   It is recommended to select Add rules to Windows Firewall as firewall rules are required to run the Jet Service Tier and Jet Hub.

   If installing Jet Hub along with the Jet Service Tier, the next screen would be Jet Hub Settings. We recommend to select the first option to allow the installation program to automatically enable required features in Microsoft Internet Information Services to avoid doing things manually later on.

   Select Next, the Database Configuration window is displayed.

9. Provide the following details, and then select Next.

   

   The Jet Services Database will store the data that Jet Service Tier and Jet Hub use.

   • SQL Server Instance: Select the SQL server instance that is used to store the Service Tier information.

   • Select one of the following:

     • Login using the service 'Run As' account

     • Login using database authentication

     The service account chosen to run the Jet Service Tier needs access to the SQL server and needs at least "db_datareader" and "db_datawriter" permissions for the JetServices database after installation.

     To test the connection, ensure that the Database name dropdown list consists of the databases that are used to connect to Jet.

     If you get an error, the selected account cannot access the SQL server that you have selected. In that scenario, select sign in with database authentication and try a sysadmin account.

   • Database name: Select the database to establish a Jet connection.

   After selecting Next, select The database... window is displayed.

10. If you've selected an existing Jet Services database in the previous step, choose to update that database to the latest version, or to replace the database, and click Next. 

    It is recommended to select Backup database.

    After selecting Next, select The Start Installation window is displayed.

11. To enable the Jet Excel Add-in during the installation, select Launch Jet Reports. To create a shortcut on desktop to launch Jet Reports, select Add a desktop shortcut for Jet Reports, and then select Install. You can start using Jet after the installation is complete.

Adding an SSL Certificate

The Jet Hub requires an SSL certificate to be bound to the site. An admin user can do so through the IIS manager on the Jet Hub server. Instructions for requesting and installing a certificate is available in the article Using an SSL Certificate with Jet Hub.

To bind SSL certificate to Jet Hub, perform the following steps:

1. In IIS, go to Connections > <Server> > Sites > Jet Hub.
2. In Actions, select Bindings. The Site Bindings window is displayed.
3. In the Site Bindings window, select the Port (usually 443 ) that was specified during the installation of the Jet Hub and, then select Edit .... The Edit Site Binding window is displayed.

   

4. In SSL, select the required certificate (provided by the product support). It is recommended to select Jet Service Tier Self Signed Cert if Jet Hub and the Jet Service Tier are installed on the same server.

   Important: It is recommended not to make any changes in the Edit Site Binding window apart from SSL.

After the Jet Reports installation, reset or restart IIS.
To reset IIS, open Command Prompt(CMD) as administrator and run the following command.

iisreset

For more information about the components of Jet Reports and Jet Analytics, watch the following video:

Jet Components Video is available in English, only.

Setting up your Jet Reports Data Sources

The Jet Excel add-in has built-in support for data source connections to Dynamics NAV, Dynamics GP, Jet Analytics Cubes, and Jet Analytics Data Warehouses. In addition, you can define "Universal" data source connections to MSSQL databases as well as most databases that provide an OLE (preferred) or ODBC connector:

1. Dynamics NAV

   • Setting up a Dynamics NAV data Source

   • Configuring NAV Web Services (video)

2. Dynamics 365 Business Central

   • Create A Dynamics 365 Business Central Data Source

3. GP

   • Setting up a data source to Dynamics GP

4. Other

   • Setting up a "Universal" SQL data source

   • Setting up a data source to a data warehouse

5. Exporting and Importing Data Sources

   • Already have settings that you want to move from one computer to another?

   • Want to set up centralized data source settings for everyone to use? (video)