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Jet Analytics Dashboard Builder Installation Instructions


This article is designed to help you complete the Jet Analytics dashboard feature installation from the beginning for versions 15.1 and later.  This installation will include the Jet Dashboard Builder, Service Tier, and Administration Console.

Overview

Before beginning the installation, you must first know where you plan on installing the relevant Jet Analytics pieces.  The two primary methods for this include single server and dual server installations, as demonstrated below.  If you do plan to install the the various components on different servers, you will need to install them accordingly.  The installation method as follows will primarily focus on a single server environment, but the steps can be reproduced accordingly on the different servers to meet your needs.

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Prerequisites

Before beginning the installation, please ensure that you have addressed all of the necessary prerequisites steps detailed out in our Pre-Installation Checklist for the Jet Hub.  In addition to the Pre-Installation Checklist, it is important for you to acquire an SSL certificate for use with the domain on which you will be hosting your Jet Analytics dashboards.

Installation Process

  1. After downloading the installation set (from the insightsoftware Download site), right-click the downloaded file and select Extract All.

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  2. Navigate to the Jet Reports folder and open Jet Setup.exe

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  3. Initially you will see our End User License Agreement, this needs to be scrolled through in its entirety to be able to Agree. 

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  4. You will then be presented with options of what pieces you would like to install.  The Client Components option will only install the Jet Excel add-in, the Jet Administration Console, and the Jet Dashboard Builder.  The Server Components option will only install the Jet Service Tier and the Jet Hub.  Depending on your environment and server setup as noted above, you may decide to choose one of these options.  The third option, All Components, is the typical choice when installing to a single server environment.  This is what the remainder of the installation will be following as it will encompass the steps for the other two options as well.  Make your selection and then click Next.

    1-components.png
  5. The next screen provides you specific options of which components you would like to install.  If you chose something other than All Components on the previous screen, your options here will be limited.  If you are installing this to a single-server environment, leave all options checked and click Next.

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  6. The next screen deals directly with the Jet Hub.  Typically these settings will not need to be changed, with the exception of the Jet Service Tier host.  If you used (local) as the SQL Server Instance from the previous step, then the Jet Service Tier host will need to be filled in with the name or IP address of the server you're installing to.

    jst_hub_conn_settings3.png
  7. Next, you'll want to choose which type of User Management your organization uses.  Traditionally, most organizations use Active Directory.  However, the use of Office 365 credentials and Azure Active Directory are becoming more common.

    Check with your system administrator if you are not sure. If you are not using the Jet Hub or Jet Service Tier, select Active Directory (do not check O365 Single Sign-on).

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  8. Optionally, you can enter your organization's Activation Code (this will save you and/or others from having to manually activate the Jet Excel add-in later). If you are installing the Jet Service Tier or Jet Hub, this step is required.

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  9. On the next screen, you will be able to select the “Run As account" which will run the Jet Service Tier. It is strongly recommended that you run the Service Tier under the Network Service account.  The Network Service account is a predefined local account used by the service control manager.  It has minimum privileges on the local computer and acts as the computer on the network.  ( More information )

    If you elect to use a different account, if the account has a password, you will want ensure that it does not change regularly (as the Jet Service Tier will have to be uninstalled and reinstalled each time). We recommend that you use the default service port of 7090 as this matches the default port that is defined in the Jet Application Settings and will make it easy for users to connect to the service.  Once these options have been made, click Next.

    jst_settings6.png
  10. Jet Hub settings

    The installation program will automatically enable the required features in Microsoft's Internet Information Services so that you do not have do so manually.

    jet_hub_settings7.png
  11. On the following screen, you will enter the name of the SQL Server instance in which you will be creating (or reusing) the Jet Services database.  If this exists on the same machine that you're currently installing to, the (local) instance will suffice.

    Select either to log in to the database using the 'Run As' account, specified on the previous screen, or provide the username and password for a different database user.  This is the account that the Jet Service Tier will use to login to the Service Database as, and as such should have a non-expiring password and the appropriate permissions within Microsoft SQL Server.

    sql_server_config8.png
    To test connection, check the drop down for the database name to ensure it is displaying the databases Jet will connect with. If you get an error, the account selected above most likely cannot access the SQL server you are trying to use. You may need to select to log in with database authentication, and try a sysadmin account.
  12. If you choose an existing Jet Services database, you have the option of upgrading that database to the latest version or replacing the database.  Whichever choice you make, it is recommended that "Backup database" remains checked.

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  13. Once all information has been entered, you can click Install to begin the installation process.

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  14. During the installation process, it is not uncommon or unexpected to see a variety of Command Prompt executable windows pop up.  This includes the Deployment Image Servicing and Management (DISM) tool window which will appear to open and close multiple times, the ASP.NET RegIIS executable, and the Cabinet Maker executable.  Please be patient and these steps will eventually finish.

  15. Installation was a success! You are now able to utilize the Jet components you have installed!

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Additional Information


This completes the installation process for the Jet Analytics dashboard features.  The following steps (which are necessary) are detailed out in the following KB articles:

Post-Installation Checklist for Jet Dashboards

Setting up and Using the Jet Administration Console

Importing and Binding the SSL Certificate for use with Jet Dashboards

 

If you complete the installation but do not follow the steps detailed out in the three KB articles above, you will not be able to access your Jet Analytics dashboards from anywhere other than the computer on which they reside.
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