Dynamics NAV v2 Connection Details

Introduction

Connector Version

This documentation is based on version 25.0.9368 of the connector.

Get Started

Microsoft Dynamics NAV Version Support

The connector supports read/write access to Microsoft Dynamics NAV 2013+ through OData Web services. To access data through the API, you will need to publish the pages you want to work with as Web services: In the Web or Windows Dynamics NAV client, search for 'Web services.' To add a page to the list of the pages exposed, select the Object Type and Object Id.

Establish a Connection

Connect to Microsoft Dynamics NAV

Before the connector can connect with Microsoft Dynamics NAV, OData services need to be enabled on the server. Once OData Services are enabled, the connector will be able to query any services that are published on the server.

In addition, specify a URL to a valid Microsoft Dynamics NAV server organization root (e.g. http://MyServer:7048) and a ServerInstance (e.g. DynamicsNAV71). If there is not a Service Default Company for the server, set the Company (e.g. 'CRONUS Canada, Inc.') as well.

In a multitenant installation, specify the tenant ID in Tenant (e.g. 'Cronus1').

Authenticate to Microsoft Dynamics NAV

To authenticate, set the User and Password properties to valid Microsoft Dynamics NAV logon credentials or Windows user credentials. Select the appropriate authentication method in AuthScheme.

Auth Schemes

The available authentication schemes are configured in IIS where Dynamics NAV is hosted. In IIS you can select to enable or disable Digest, Basic, Windows, or Anonymous authentication. Please consult with your Dynamics NAV admin to determine which authentication scheme is appropriate for you. Set AuthScheme to one of the following:

• NEGOTIATE (default) - It is part of the Windows authentication, also known as Kerberos.
• BASIC - Basic authentication.
• DIGEST - Digest authentication.
• NTLM - Part of the Windows authentication.
• NONE - Anonymous authentication.

Important Notes

Configuration Files and Their Paths

• All references to adding configuration files and their paths refer to files and locations on the Jitterbit agent where the connector is installed. These paths are to be adjusted as appropriate depending on the agent and the operating system. If multiple agents are used in an agent group, identical files will be required on each agent.

Advanced Features

This section details a selection of advanced features of the Microsoft Dynamics NAV connector.

User Defined Views

The connector supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views.

SSL Configuration

Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats. For further information, see the SSLServerCert property under "Connection String Options".

Proxy

To configure the connector using private agent proxy settings, select the Use Proxy Settings checkbox on the connection configuration screen.

Query Processing

The connector offloads as much of the SELECT statement processing as possible to Microsoft Dynamics NAV and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Log

For an overview of configuration settings that can be used to refine logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

User Defined Views

The Jitterbit Connector for Microsoft Dynamics NAV supports the use of user defined views: user-defined virtual tables whose contents are decided by a preconfigured query. User defined views are useful in situations where you cannot directly control the query being issued to the driver; for example, when using the driver from Jitterbit.

Use a user defined view to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.

There are two ways to create user defined views:

• Create a JSON-formatted configuration file defining the views you want.
• DDL statements.

Define Views Using a Configuration File

User defined views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This user defined view configuration file is formatted so that each root element defines the name of a view, and includes a child element, called query, which contains the custom SQL query for the view.

For example:

{
    "MyView": {
        "query": "SELECT * FROM Customer WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"

Define Views Using DDL Statements

The connector is also capable of creating and altering the schema via DDL Statements such as CREATE LOCAL VIEW, ALTER LOCAL VIEW, and DROP LOCAL VIEW.

Create a View

To create a new view using DDL statements, provide the view name and query as follows:

CREATE LOCAL VIEW [MyViewName] AS SELECT * FROM Customers LIMIT 20;

If no JSON file exists, the above code creates one. The view is then created in the JSON configuration file and is now discoverable. The JSON file location is specified by the UserDefinedViews connection property.

Alter a View

To alter an existing view, provide the name of an existing view alongside the new query you would like to use instead:

ALTER LOCAL VIEW [MyViewName] AS SELECT * FROM Customers WHERE TimeModified > '3/1/2020';

The view is then updated in the JSON configuration file.

Drop a View

To drop an existing view, provide the name of an existing schema alongside the new query you would like to use instead.

DROP LOCAL VIEW [MyViewName]

This removes the view from the JSON configuration file. It can no longer be queried.

Schema for User Defined Views

In order to avoid a view's name clashing with an actual entity in the data model, user defined views are exposed in the UserViews schema by default. To change the name of the schema used for UserViews, reset the UserViewsSchemaName property.

Work with User Defined Views

For example, a SQL statement with a user defined view called UserViews.RCustomers only lists customers in Raleigh:

SELECT * FROM Customers WHERE City = 'Raleigh';

An example of a query to the driver:

SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';

Resulting in the effective query to the source:

SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';

That is a very simple example of a query to a user defined view that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.

SSL Configuration

Customize the SSL Configuration

To enable TLS, set the following:

• URL: Prefix the connection string with https://

With this configuration, the connector attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Data Model

The Jitterbit Connector for Microsoft Dynamics NAV models Microsoft Dynamics NAV entities in relational tables and stored procedures. The table definitions are dynamically obtained from the OData service you connect to.

Tables

Only Pages that are published as Web Services in Dynamics NAV will be available as tables. The Data Model shows the tables available in the demonstration database; the actual tables available will depend on your Microsoft Dynamics NAV instance.

Stored Procedures

Stored Procedures are function-like interfaces to the data source. They can be used to search, update, and modify information in the data source.

Tables

The connector models the data in Microsoft Dynamics NAV as a list of tables in a relational database that can be queried using standard SQL statements.

Jitterbit Connector for Microsoft Dynamics NAV Tables

Company

The DynamicsNAV table Company.

Table-Specific Information

Use the SupportsFilter property to control how filters are applied.

Server-Side Filtering Limitations

Some columns such as Name are subject to a maximum string length (30 characters) when filtered on the server-side. If you apply filters using long values or logical operators like OR or IN, the server may return a 400 error. In response to this limitation, the connector automatically rewrites filters to bypass the restriction when SupportsFilter is set to true and the server responds with a length-based error.

Columns

Country

The DynamicsNAV table Country.

Columns

Currency

The DynamicsNAV table Currency.

Columns

Customer

The DynamicsNAV table Customer.

Columns

GeneralProductPosting

The DynamicsNAV table GeneralProductPosting.

Columns

PurchaseLines

The DynamicsNAV table PurchaseLines.

Columns

PurchaseOrder

The DynamicsNAV table PurchaseOrder.

Columns

PurchaseOrderPurchLines

The DynamicsNAV table PurchaseOrderPurchLines.

Columns

PurchaseOrders

The DynamicsNAV table PurchaseOrders.

Columns

ResourceCard

The DynamicsNAV table ResourceCard.

Columns

SalesOrder

The DynamicsNAV table SalesOrder.

Columns

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Microsoft Dynamics NAV:

• sys_catalogs: Lists the available databases.
• sys_schemas: Lists the available schemas.
• sys_tables: Lists the available tables and views.
• sys_tablecolumns: Describes the columns of the available tables and views.
• sys_procedures: Describes the available stored procedures.
• sys_procedureparameters: Describes stored procedure parameters.
• sys_keycolumns: Describes the primary and foreign keys.
• sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

• sys_connection_props: Returns information on the available connection properties.
• sys_sqlinfo: Describes the SELECT queries that the connector can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

• sys_identity: Returns information about batch operations or single updates.

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

SELECT * FROM sys_schemas

Columns

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

SELECT * FROM sys_tables

Columns

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Customer table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Customer'

Columns

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

SELECT * FROM sys_procedures

Columns

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the CreateAssociation stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'CreateAssociation' AND Direction = 1 OR Direction = 2

To include result set columns in addition to the parameters, set the IncludeResultColumns pseudo column to True:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'CreateAssociation' AND IncludeResultColumns='True'

Columns

Pseudo-Columns

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Customer table:

SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Customer'

Columns

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'

Columns

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

SELECT * FROM sys_primarykeys

Columns

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

SELECT * FROM sys_indexes WHERE IsPrimary='false'

Columns

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

sys_sqlinfo

Describes the SELECT query processing that the connector can offload to the data source.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

SELECT * FROM sys_identity

Columns

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

Data Type Mapping

Data Type Mappings

The connector maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.

Advanced Configurations Properties

The advanced configurations properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure. Click the links for further details.

Authentication

SSL

Schema

Miscellaneous

Authentication

This section provides a complete list of authentication properties you can configure.

URL

URL to the Microsoft Dynamics NAV server organization root. For example, http://MyServer:7048.

Data Type

string

Default Value

""

Remarks

URL to the Microsoft Dynamics NAV server organization root. For example, http://MyServer:7048.

ServerInstance

The instance of the Dynamics NAV server. For example, DynamicsNAV71.

Data Type

string

Default Value

""

Remarks

The instance of the Dynamics NAV server. For example, DynamicsNAV71.

AuthScheme

The scheme used for authentication. Accepted entries are NTLM, Basic, Digest, None, or Negotiate. Negotiate is the default option.

Possible Values

None, NTLM, Basic, Digest, Negotiate

Data Type

string

Default Value

Negotiate

Remarks

Together with Password and User, this field is used to authenticate against the server. Negotiate is the default option. Use the following options to select your authentication scheme:

• NTLM: Set this to use your Windows credentials to authenticate.
• Basic: Set this to use HTTP Basic authentication.
• Negotiate: If AuthScheme is set to Negotiate, the connector will negotiate an authentication mechanism with the server. Set AuthScheme to Negotiate to use Kerberos authentication.
• Digest: Set this to use HTTP Digest authentication.
• None: Indicates the service does not use authentication. I is not normally supported.

User

Specifies the user ID of the authenticating Microsoft Dynamics NAV user account.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

Company

The company to submit queries against. For example, 'CRONUS Canada, Inc.'.

Data Type

string

Default Value

""

Remarks

The company to submit queries against. For example, 'CRONUS Canada, Inc.'. This property is required if the Service Default Company has not been specified for the ServerInstance in question. If blank, the connector will submit queries to the server and attempt to use the Service Default Company.

Password

Specifies the password of the authenticating user account.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

SSL

This section provides a complete list of SSL properties you can configure.

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

If not specified, any certificate trusted by the machine is accepted.

Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Schema

This section provides a complete list of schema properties you can configure.

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Data Type

string

Default Value

%APPDATA%\DynamicsNAV Data Provider\Schema

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\DynamicsNAV Data Provider\Schema, where %APPDATA% is set to the user's configuration directory:

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Data Type

string

Default Value

""

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC.

Data Type

string

Default Value

""

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Data Type

string

Default Value

""

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Miscellaneous

This section provides a complete list of miscellaneous properties you can configure.

ContinueOnError

Whether or not to continue after encountering an error on a batch request.

Data Type

bool

Default Value

false

Remarks

This connection property is only supported on servers with OData version 4.0 and higher. However, individual servers may choose to ignore this setting. Setting ContinueOnError to true will cause exceptions to be returned in the temporary table instead of being thrown when a batch request is attempted.

MaxRows

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Data Type

int

Default Value

-1

Remarks

This property sets an upper limit on the number of rows the connector returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Other

Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.

Data Type

string

Default Value

""

Remarks

This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting

PseudoColumns

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

Data Type

string

Default Value

""

Remarks

This property allows you to define which pseudocolumns the connector exposes as table columns.

To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"

To include all pseudocolumns for all tables use: "*=*"

SupportsFilter

Specifies whether the OData service supports the $filter query parameter.

Data Type

bool

Default Value

true

Remarks

Set this property to true if your OData service supports filtering using the $filter query parameter.

When this property is set to true, the connector attempts to push filter logic to the Microsoft Dynamics NAV service, reducing the volume of data retrieved and improving performance. However, the actual behavior depends on the capabilities of the OData service as some filter expressions may still be handled client-side if the service does not support them.

If your Microsoft Dynamics NAV service does not support the $filter parameter, set this property to false. When this property is set to false, all requested data is retrieved from the service and filtered locally. This can significantly impact performance, so use this setting only when necessary.

For example, if $filter is not supported, the following query is processed client-side:

SELECT       *
FROM         Categories_Products
WHERE        (Categories_CategoryID = 1)

This property is typically used with OData services that have partial or no support for filtering operations.

Tenant

Use this value to connect to a specific Tenant in a multitenant installation of DynamicsNAV.

Data Type

string

Default Value

""

Remarks

Specify the tenant ID to connect to a specific tenant in a multitenant installation of DynamicsNAV. For example, "Cronus1".

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Data Type

int

Default Value

60

Remarks

This property controls the maximum time, in seconds, that the connector waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the connector cancels the operation and throws an exception.

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond the timeout value if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

UserDefinedViews

Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Data Type

string

Default Value

""

Remarks

This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the connector and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view. For example:

{
    "MyView": {
        "query": "SELECT * FROM Customer WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }

}

You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the connector.

Refer to User Defined Views for more information.