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Pre-Installation Checklist for the Jet Excel Add-In

To ensure a fast and successful deployment of the Jet Excel Add-In, please review the content included in this checklist prior to your scheduled installation.

System Requirements for the Jet Excel add-in:

  • Microsoft .NET 2.0, 3.5, and 4.5 or higher
  • Microsoft SQL Server Native Client 2012 (installed automatically via ‘Jet Setup.exe’)
  • Microsoft ADOMD.NET 2005 (installed automatically via ‘Jet Setup.exe’)
  • Microsoft Excel 2007-2019 or Office 365 desktop installation (Excel online is supported by Jet Hub)
  • Windows 7 SP1 or higher

Supported Databases:

  • Microsoft Dynamics NAV version 5.0 or newer*, or
  • Microsoft Dynamics GP version 9 or later, or
  • Microsoft CRM (on premises), or
  • Microsoft SQL Server 2005 or later, or
  • An OLE or ODBC compliant database

(*note: See our online knowledgebase for which versions of the Jet add-in support your version of NAV)

Required Information:

  • A valid Jet Reports license and activation code.
  • In order for installation to be completed ‘Administrator’ credentials will need to be entered. A user with ‘Administrator’ rights will need to be available to enter those credentials.
  • For Microsoft Dynamics NAV/GP (on premise): the server name or IP address where your database/instance resides.
  • For Microsoft Dynamics NAV/GP (hosted/Azure): the server name or IP address where your database/instance resides in addition to DNS and endpoints properly configured for external connectivity.
  • For Microsoft Dynamics NAV 2013-2017 (Web Services): The Jet Reports Business Objects (.fob) matching your version of Microsoft Dynamics NAV and the Jet Excel add-in must be imported.
  • For Universal SQL Server based data sources: the server name or IP address where your database resides.
  • For ODBC or OLE complaint databases: the required ODBC or OLE driver installed and configured for your database. (this is also true when using the Jet Service Tier to store your data source settings - the driver must be installed on your computer)

Hardware Requirements (minimum):

  • 1.4GHz Processor
  • 2GB RAM
  • 2GB Available Disk Space
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