Download Jet InsideNAV Instructions[1]

InsideNAV
for Jet Enterprise Table of Contents
Inside NAV ................................................................................................................................................ 3
InsideNAV – System Requirements.......................................................................................................... 4
InsideNAV – Installation ............................................................................................................................ 4
InsideNAV – Setup.................................................................................................................................... 5
InsideNAV – Data Warehouse Table Links............................................................................................. 10
Troubleshooting ...................................................................................................................................... 14
Removing Objects................................................................................................................................... 14
2 Inside NAV
InsideNAV for Jet Enterprise provides a gateway between Microsoft Dynamics NAV and the Jet
Enterprise Data Warehouse.
Any table from the Jet Data Warehouse can be made available from within Microsoft Dynamics
with the click of a button.
Jet Enterprise connects to a wide variety of data sources bringing all of the information that you
need together in one place, and InsideNAV for Jet Enterprise makes that accessible in the NAV
user experience.
For example:
History from previous systems (including previous versions of NAV), CRM systems, DWS
systems and web feeds (like tax information, geo location information, zip codes, stock prices,
etc.) This means users will not have to convert and load this data into NAV to use it.
3 InsideNAV – System Requirements
To use InsideNAV, you must be running Dynamics NAV 2015.
Installation of InsideNAV requires the use of a Dynamics NAV Developers License.
InsideNAV – Installation
To install InsideNAV you will need the 2 different installation files:
JetInsideNAV.msi
Contains the installation program to install and register the
InsideNAV.dll
Jet2015InsideNAV.fob
Contains the Microsoft Dynamics NAV 2015 objects that will
need to be imported into the Dynamics NAV 2015 database
1. Run the JetInsideNAV.msi installer to install the necessary dll file to use InsideNAV.
This will only need to be installed on the machine hosting the NAV Service Tier.
InsideNAV does not need to be installed on each user’s machine that will use the linked
tables.
2. Open up your Microsoft Dynamics NAV Development environment and make sure you
are connected to your database that you wish to install InsideNAV in. Import the
Jet2015InsideNAV.fob file into the database by selecting Import from the File menu.
During the Import process, it may be necessary
to synchronize one or more changes. Should
you be prompted for this…
choose to synch “Now – with validation” and
then click the OK button.
4 3. All objects should import without any issues because the objects have been numbered
into a reserved number range.
InsideNAV – Setup
Once the installation has been done you will need to go into Dynamics NAV now to complete
the initial setup.
To get to the setup pages, go to “Departments” and then to “Jet InsideNAV”
5 1. Select “Jet InsideNAV Setup”:
Under the General section, you will need to set the Dynamics NAV database information:
•
The SQL Server is the name of the SQL Server and instance that the database resides
on.
•
The Database Name is the name of your Dynamics NAV database.
Under the Data Warehouse section, you will setup how to connect to the data warehouse:
•
The Data Warehouse SQL Server is the name of the SQL Server and instance that the
data warehouse database resides on.
•
The Data Warehouse Database Name is the name for the data warehouse that you
would like to connect to.
•
The Login and Password boxes are to be populated if you want to connect to the data
warehouse using a SQL login.
If these are left blank, your InsideNAV will connect to the Data Warehouse using the
current user’s Windows credentials.
6 •
Go to the Actions tab. Click “Test Connection”
If it needs to create a linked server, it will prompt. Click ‘Yes’.
Press the OK button when finished.
7 2. Select “Jet SQL object”:
Upon selecting this option, if the setup in the previous step was not completed correctly, you
may receive an error. Below are a few common errors and recommendations on how to fix
them:
The SQL Server database name on the
General tab is incorrect and InsideNAV is
unable to find the Dynamics NAV SQL
Server.
Check that the database name and
instance name are correct.
The login failed message can happen for a
number of reasons:
•
•
•
•
•
•
The Data warehouse server name is incorrect
The Data warehouse database name is
incorrect
The Login is incorrect
The Password is incorrect
The Windows user/database user does not have
access to the data warehouse server
The Windows user/database user does not have
access to the data warehouse database
8 If the page comes up successfully then the setup appears to be accurate.
9 InsideNAV – Data warehouse table links
Once the setup is done and you can access the SQL Object List page successfully, you can
proceed with selecting the tables that you want to use.
Upon opening the page for the first time, the Object number will be 0 to indicate that table has
not yet been linked to InsideNAV.
Create Objects
To link one or more tables for use in NAV, you simply need
to select each table you want to link.
Then click Create Objects, and InsideNAV will start reading
the table definition from the data warehouse and create the
table definition in Dynamics NAV.
10 Once InsideNAV starts creating the objects, you will be asked for a file name to save the object
file to. This will be a .txt file.
Enter a file name and browse to the folder where you want to save the file. Then click the
“Save” button.
Once that file has been created, NAV will assign a table number and update the last update
information on the “Jet NAV SQL Object List”…
Next, you will need to import the text file into Dynamics NAV by using the Microsoft Dynamics
NAV Development Environment.
Note: To perform this you must be using a NAV developer license.
Once in the development environment, select “Import” from the “File” menu, browse to the
location where you previously saved the text file, and select that file. Click the “Open” button.
11 The import process will begin. Once complete, the new tables will now appear in the
Development Environment under Tables.
The tables have been imported, but still need to be compiled. Highlight all the newly imported
tables and select “Compile” from the “Tools” menu.
12 A message box will be displayed, asking how you
would like to synchronize the change that you are
about to make.
Ensure that “Now – with validation” is selected for
Synchronize Schema and click the OK button.
If any issues are encountered during this part of the
process, a message will be displayed to alert you of the
problem.
Now if you go into the development environment, you will find that the tables have been created
in object designer and are compiled. If the compiled checkbox is not checked for any objects
then you will need to compile them before you can use those tables.
Now that these have been created you can now use these tables just like any other Dynamics
NAV table: You can create a page based on it, write reports against them, etc.
13 Troubleshooting
If the newly-imported tables are not listed in object designer (but do appear to have been
created in the Jet NAV SQL Object List page), there was an issue with the import process
(remember: to perform this process, you must be using a developer license).
To try and re-import the tables:
1.
2.
3.
4.
Go back to the Jet NAV SQL Objects list
Select the table(s) you want to try to re-import
Click “Remove objects”
Proceed with the instructions listed above to “Create Objects”
Removing Objects
If you wish to remove an object, open up the SQL Object List page and select the table you wish
to remove and click Remove Object. This will mark the object in Object Designer with DELETE
in the version list. This object is now free to delete.
14