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Create a Dynamics NAV Data Source with Jet Basics


The information in this article will help you establish a Direct SQL Server connection to your NAV 2013 (or higher) database

Jet Basics Help Topics...

Overview

For accessing Dynamics NAV 2013 or newer, Jet Basics includes multiple connection methods:

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Let's look at how to establish a Direct SQL Server connection to your database

Requirements

For organizations and users with direct access to the SQL Server on which their NAV database is stored (and using Windows Authentication or NAV User/Password Authentication), this data source can provide substantially faster reporting access than is traditionally possible through NAV's Web Services.   

If your organization uses a different type of connection, please see one of our other articles:

(although these articles describe the full Jet Reports Excel add-in, the concepts also apply to Jet Basics)

  


 

Configuration Settings

  1. Authentication Tab

    Once you have selected Direct SQL Server and clicked OK, the first thing you must do is specify the account information that will be used to connect directly to the SQL Server

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    If your SQL Server is configured to automatically recognize the user names used to log on to Windows, you can use one of the Windows Authentication options (either the current Windows user or another Windows user).

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    If your SQL Server is not configured to recognize Windows user names, you will need to choose SQL Server Authentication and provide the user name and password for an account that does have permissions to access the SQL Server.  Please contact your system administrator to determine what information should be used.

    Once you have specified how to access the SQL database, you will then want to specify which NAV user will be used when determining the roles and permissions used to access the NAV data.

    express_ds6.png

    If your NAV system is configured to recognize the user names used to log on to Windows, you can choose Windows Authentication (current user) to use the current Windows user's credentials. Otherwise, Jet Basics also supports the use of NAV User Password authentication  (see information about NAV Authentication types)

     

  2. Connection Tab

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    You will need to provide the name or IP address of the SQL Server hosting your NAV database.

     

    Once this information is provided, you can click the Database down arrow to select the name of your NAV database

     

    Next, click the Company down arrow to select the NAV company name (this must be specified even if you have only one company in your NAV database).

Test the Connection

After you have completed these steps, you can click the Test Connection button at the top of the window to ensure that all settings are correct.

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