Pg. 1 | 11/13/2012 Jet Enterprise Pre-Installation Checklist Jet Enterprise Pre-Installation Checklist To ensure a fast and successful deployment of Jet Enterprise, please complete the following checklist prior to installation: 1) Confirm the operating system on the server meets minimum requirements • The operating system on the server must be Microsoft Windows Server 2003, Windows Server 2008 or Windows Server 2008 R2. • The latest available Service Packs should also be installed for the operating system. Note – for demonstration purposes the Jet Data Manager can also be installed on a desktop or laptop running Windows 8, Windows 7, Windows XP or Vista. 2) Confirm the Server has Internet Access This will be required to install the Jet Data Manager. 3) Confirm the SQL Server components are installed with the latest service packs. Jet Enterprise requires Microsoft SQL Server 2005 – 2012 (Standard, Enterprise or Business Intelligence version) to be installed with the latest Service Packs and running with the following components: Pg. 2 ► SQL Server ► SQL Server Integration Services (SSIS) ► SQL Server Analysis Services (SSAS) If using SQL 2008, backwards compatibility tools are required. If using SQL 2008 R2, this KB might be needed http://support.microsoft.com/kb/2315727/ | 11/13/2012 Copyright © 2011 - Jet Reports International, Inc. Jet Enterprise Pre-Installation Checklist 4) Confirm that the latest version of Microsoft .NET Framework is installed (v4.0 or later) 5) Set up a utility user with appropriate rights A best practice is to set up a utility user that is part of the domain and serves to run the scheduled updates as well as make changes in the Jet Data Manager. • This login needs to have sysadmin rights on the SQL server. • If connecting to Dynamics NAV using a SQL Server data store this login need to have db_ owner role or Super (Data) rights on the Dynamics NAV database. • If connecting to a Dynamics AX database this login needs to have sufficient privileges to access the Application Object Tree (AOT). Note: The db_owner role is required only for NAV installations using a SQL Server data store. This role is required one-time in order to import objects at installation time. Any user who can import objects into a NAV database already has this permission, so it is optional to assign it to the utility user. Super (Data) is a NAV role and is a simple way to set up security for the utility login. It is possible to use roles with more specific permissions, however this is not recommended since this login is specifically used to extract information during the scheduled update process. Because of this limited usage, granting Super (Data) access to this login is not generally a security risk. Pg. 3 | 11/13/2012 Copyright © 2011 - Jet Reports International, Inc. Jet Enterprise Pre-Installation Checklist 6) Ensure SQL Server tools are started, and running under the appropriate “Log On As” users The “Log On As” for SSAS and SSIS should be set to the “utility user” as defined in the prior step. These should not be set to “Local System”. Ensure that all three services are started. 7) Confirm that the drivers exist for connection to the data source If connecting to a Microsoft Dynamics NAV, AX, or GP database, confirm that the ODBC driver has been installed and properly configured. 8) Identify the server and database name of your Dynamics database. 9) Confirm SQL Server has port 2383 open to allow communication with SSAS (it is uncommon that this port is closed). Pg. 4 | 11/13/2012 Copyright © 2011 - Jet Reports International, Inc.