Changing the Dynamics GP Data Source in the Jet Data Manager

Overview

Process

1. Open the Project in the Jet Data Manager

   Since the data source needs to be changed in the project itself, the user will open the Jet Data Manager and open the desired project.

2. Expand Data Sources in the Project

   The user will expand the Data Sources node on the desired Business Unit within the Jet Data Manager. This will show all of the data sources currently being used in the project.

   

3. Edit the GP Data Source Provider

   The user will right-click on the GP data source (in this example it is named GP) and select Edit Dynamics GP Adapter. This will open the Dynamics GP Adapter window.

   

   The user will change the Server Name and Database properties to reflect the new data source that will be used.

    

   The database selected should point to the GP DYNAMICS database, not to an individual company database. The companies will be specified in the next step of this article.

   Click OK to close the window once these have been specified.

4. Synchronize Companies

   The user will then right click the GP data source again and select Synchronize Dynamics GP Companies. This will synchronize the companies in the Jet Data Manager to match the companies in the new GP database. A Company Synchronization Options window will appear.

   

   
   

   
   

   The user should leave the default "By Company Name" checked and click Synchronize. The GP Companies window will appear with a list of the current companies in the GP database. Check the "Use" boxes for all companies for which data should be brought in. The Template Company at the top needs to be set to be one of the companies that has the "Use" box checked. Click OK.

   

    

5. Synchronize Database Objects

   The user will then right click the GP data source and select Synchronize Data Source. This will synchronize all necessary database objects (such as tables, fields, and option values) from the new data source to the Jet Data Manager.

   

    

   The following window will appear during the synchronization process:

   

   Once synchronization is complete the Jet Data Manager will display any changes that have occurred in the tables and fields currently being used in the project. If no changes are found the follow screen will appear:

   

    

6. Edit the GPSQL Data Source Provider

   The user will right-click on the GPSQL data source (in this example it is named GPSQL) and select Edit SQL Server Data Source. This will open the Edit SQL Server Data Source window.

   

   

   The user will change the Server Name and Database properties to reflect the new data source that will be used.

    

   The database selected should point to the GP DYNAMICS database, not to an individual company database. This should be the same DYNAMICS database that was selected in the previous steps.

    

   Click OK to close the window once these have been specified.

    

7. Synchronize Database Objects

   The user will then right click the GPSQL data source and select Synchronize Data Source. This will synchronize all necessary database objects (such as tables, fields, and option values) from the new data source to the Jet Data Manager.

   

    

   The following window will appear during the synchronization process:

   

   Once synchronization is complete the Jet Data Manager will display any changes that have occurred in the tables and fields currently being used in the project. If no changes are found the follow screen will appear:

   

8. Deploy and Execute the Project:

   After the new data source has been configured and synchronized the final step is to deploy and execute the project against the new database. This can be achieved by right clicking the project node in the Solution Explorer and selecting Deploy and Execute:

   

   The user will then click the Start button to start the deployment and execution process.