Astral Reports - Help V5:

The Installation Process

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To install Astral Reports, visit Microsoft AppSource, and in the search bar type in 'Astral', selecting Astral Reports from the options that appear.

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Figure 1 | Downloading from AppSource

Click on 'FREE TRIAL', and log on to your Microsoft AppSource account.

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Figure 2 | Downloading from AppSource

Select the tick box, and click 'Continue'.

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Figure 3 | Downloading from AppSource

This will now begin the installation of the Astral Reports Codeunit onto your Business Central tenant and will open Business Central on the ‘Extension Installation’ page.

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Figure 4 | Business Central Extesion Installation

Click 'Install', a message will appear that shows it is being downloaded in the background.

To check the status of the download, click on the ‘Search’ icon, and type in “Extension Management”, selecting ‘Extension Management’ from the options that appear (Figure 5).

The Installed Extensions page will open, and once Astral Reports is installed it will show in the list (Figure 6).

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Figure 5 | Business Central Extesion Installation

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Figure 6 | Business Central Extesion Installation

Now, to begin the installation onto Excel, you will need to download the Excel add-in by going to the Astral 365 website (www.astral365.com), and clicking on 'Download' on the Astral Reports banner.

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Figure 7 | Downloading Excel Add-In

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Figure 8 | Downloading Excel Add-In

You will need to register an account before you can continue (unless you already have an account, and in that case just log in). To register, click ‘Register’ on the top right corner, and fill in the details required.

Once registered, go to the email you registered with, where you will see an email from Astral 365, asking you to confirm your email address. If you do not see one, please make sure to check your junk folder.

Click the link provided, which will redirect you back to the Astral 365 homepage.

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Figure 9 | Confirm Your Email

Now Login to the Astral 365 Website and navigate back to the Astral Reports Download page, and the Download button should now be clickable.

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Figure 10 | Download Excel Add-In

After clicking'Download', the install add-on file will automatically start downloading in the browser. Click on the install file, but make sure that if you have any Anti-Virus software installed, please ensure it does not interfere with the install.

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Figure 11 | Download Excel Add-In

After accepting any permissions presented to you by your computer, the Astral Reports Setup Wizard window will open.

First is the License Agreement, when you are happy you understand the terms, click ‘I accept the agreement’ and click ‘Next’.

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Figure 12 | Astral Reports Setup Wizard

Read through the next set of information, clicking ‘Next’ each time.

When you get to 'Select Destination Location' (Figure 13), The install will default the file location as being the program file in the local drive, this can be changed but it is recommended it remains here.

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Figure 13 | Astral Reports Setup Wizard

Click next on 'Select Components' (Figure 14) and 'Select Start Menu Folder' (Figure 15), then 'Install' when you get to 'Ready To Install' (Figure 16).

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Figure 14 | Astral Reports Setup Wizard

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Figure 15 | Astral Reports Setup Wizard

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Figure 16 | Astral Reports Setup Wizard

The install should only take a few seconds, then read through the 'Information shown', clicking ‘Next’ once you are happy, and then ‘Finish’.

Now, open Excel, and what you should notice is the new Astral Reports tab on the ribbon.

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Figure 17 | Excel Astral Reports Tab

Click on the tab and click ‘Login’ on the top left of the ribbon, and the ‘Connections’ window will open.

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Figure 18 | Excel Connection Setup

This is where you create the connection between your Business Central and Astral Reports.

Fill in the ‘Reference’, which is ideally the name of your company that Astral Reports will be connected to, but to fill in the ‘Business Central Service URL’, you will need to go to your Business Central.

Open Business Central, and on the ‘Search’ icon, and type in “Web Services”.

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Figure 19 | Excel Connection Setup

Scroll to the top until you see ‘A365 AstraReports’ ‘Codeunit’ (Figure 20). Then scroll across until you can see ‘SOAP URL’ (Figure 21).

Click on the SOAP URL link so that it opens in a new web page.

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Figure 20 | Excel Connection Setup

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Figure 21 | Excel Connection Setup

Now, copy everything in the link up to the ‘/WS/’ (Figure 22), then open Excel again.

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Figure 22 | Excel Connection Setup

Paste the copied link into the ‘Business Central Service URL’ box, then for the ‘Authentication Type’, select ‘Office 365’, and tick ‘Use Astral 365 Authentication’ which will use your Office 365 credentials to authenticate.

Note that Astral 365 Authentication is for the SaaS version of Business Central only. For on Premise installation using Office 365, the process is slightly different.

To fill in the ‘Tenant’ box, simply copy your tenant ID from the ‘Business Central Service URL’. The Tenant ID is normally the long number after the version number, up to the next forward slash. Paste this into the ‘Tenant’ box, then click ‘Save’ and close the window.

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Figure 23 | Excel Connection Setup

Next, click on ‘About’ in the ribbon, and click ‘Request License’.

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Figure 24 | Inserting License Key

A web page on Astral 365 will open, and as you have already registered, simply Login and your License Key will be generated and displayed.

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Figure 25 | Inserting License Key

Copy the License Key, reopen Excel, and paste it into the ‘License Code’ box, followed by your email, the click ‘OK’.

A notification will pop up and tell you how long the Licence is valid for, simply clock ‘OK’.

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Figure 26 | Inserting License Key

Now return to the ‘Connections’ window by clicking ‘Login Details’ on the ribbon.

Click ‘Test’, this will make sure that your connection was successful.

The message displayed next is showed in case you have stored credentials that are no longer valid and allows you to remove and re-enter them.

As you have already signed in, click ‘No’.

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Figure 27 | Testing the Connection

You are prompted to give permission to your organisation to use the Astral Reports Add in, this is only required once and by one member from your organisation.

Simply tick ‘Consent on behalf of your organisation’ and click ‘Accept’.

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Figure 28 | Testing the Connection

A message will indicate that the connection has been successfully setup, so just click ‘OK’, and close the ‘Connections’ window.

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Figure 29 | Testing the Connection

Done!

You should now be all set up to use Astral Reports.