I'm trying to connect Jet Reports Express for NAV to a new NAV 2015 database, without any success.
I'm able to get Jet Express to work when I install it on the actual NAV Server and configured and run it there. However, when I install Jet Express on local workstations and run the 'Test Connection' function, I get the following message: "The data provider returned the following error: Login failed for user 'DOMAIN\user'."
Here are the specifics on how I've got the Data Source Settings configured:
– Connection: Server, Database, and Company are all defined in the same way as works when I successfully run it directly from the NAV server
– Authentication: I'm using the 'Windows authentication (current user)' option for both the NAV database and NAV roles/permissions options.
Regarding the Authentication setups: I've tried as many different combinations of the Authentication options as I can think of, but none of them have worked while trying to connect from a workstation. I am able to connect to NAV on these same workstations without any problems, which means that–for NAV–the Windows authentication is working properly and that the user does have access to NAV. Again, I'm connecting via a NAV client installed on the workstation locally.
There's clearly some additional configurations needed that I've not been able to identify–what am I missing? I've tried to follow the 2013 instructions, as well as possible, but they don't really match the current Jet Express client. Are there instruction available specific to NAV 2015 and the updated Jet Reports Express client? All I know is that I can't get anything to connect properly.
Please advise. Thanks,
2 comments
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Jet Reports Historic Posts Hello archdixon,
The issue is that the user account you are connecting from on the PC has not been added to the root security of the SQL Server Management Studio and mapped to the NAV 2015 database with db_datareader permission and a public role.
When Jet Express/Essentials connects to Dynamics NAV 2013/2015 via the SQL Server direct Data Source a user has to be configured both in NAV and in the SSMS in order to connect.
You can use a proxy user to gain the db_datareader permission by choosing either "SQL Server Authentication" or "Windows Authentication (other user)" in the Data Source Settings and add a user account that is configured in the root security of the SSMS with db_datareader access to the NAV database.
The NAV roles and permissions will be based on the user account that is currently logged in though, not what you choose in the Data Source Settings for the first authentication drop down menu.
I have attached a few screenshots of what the full configuration would look like for you to reference.
The configuration instructions for Jet Express and Jet Essentials for the "Dynamics NAV 2013 and later (SQL Server)" Data Source are the same, so I have included the instructions from the Jet Reports knowledgebase below.
Configuring a data source to NAV 2013 or later through SQL Server:
Requirements for using the Dynamics NAV 2013 SQL Server Connector: http://kb.jetreports.com/article/AA-00915
Configuring Jet Essentials for the Dynamics NAV 2013 SQL Server Connector: http://kb.jetreports.com/article/AA-00902
Best regards,
MWilson -
Jet Reports Historic Posts Perfect–that did it. That was exactly the piece of the puzzle I was missing. Thank you for all the detail and screenshots; they gave me just what I needed.
Thanks, MWilson!