Astral Reports - Help V5:

The Installation Process

Watch the video

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.

The download should only take a few seconds, once complete you should see a new notification appear on Business Central.

If you do not see the notification, try refreshing your screen.

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Figure 5 | Business Central Astral Reports Notification

Click on ‘Set it up now’ of the notification and the Astral Reports setup wizard will open.

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Figure 6 | Astral Reports Business Central Setup Wizard

The setup wizard will guide you through the steps that need to be taken in order to successfully setup Astral Reports.

Click ‘Next’.

The second window (figure 7) will guide you to the link for the setup video. Nothing needs to be completed here so click ‘Next’.

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Figure 7 | Astral Reports Setup Wizard - Watch Our Installation Video

At the next window (figure 8) you are required to download the Excel add-in for Astral Reports.

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Figure 8 | Astral Reports Setup Wizard - Donwload The Microsoft Excel Add-In

Click the link provided in the window which will direct you to the Downloads page of our website.

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Figure 9 | Astral 365 - Astral Reports Downloads Page

This page shows the latest Astral Reports download available as well as past versions.

Before you can begin the download, you will notice that the ‘Download’ button is deactivated and unclickable. This is because you will need to register as a user on our website before you can access the download.

So, click ‘Register’ in the top right corner of the webpage, and fill in the required information.

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Figure 10 | Register For Astral 365

Once finished filling in the information and registering, to continue, you will need to confirm your email address and an email will be sent to the email address you registered with.

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Figure 11 | Astral 365 - Confirm Your Email

Go to your emails where you will see an email from Astral 365.

NOTE: If you do not see the email, please make sure to check you junk/spam folder.

Click the link provided in the email which will redirect you back to the Astral 365 website.

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Figure 12 | Astral 365 Email Confirmation

Now log on to Astral 365 using the credentials you just provided and navigate to the Astral Reports product page. Then click on ‘Downloads’ in the top banner which will return you to the download page.

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Figure 13 | Astral Reports Product Page

You will now be able to click the ‘Download’ button which will automatically begin the download for the Excel add-in.

The download will appear at the bottom of the screen under the name ‘AR4BCSetup’.

Once it is complete, click on it to activate the setup wizard.

NOTE: Make sure that if you have any Anti-Virus software installed, ensure it does not interfere with the install.

On the first window of the setup wizard (see figure 14), read through the ‘License Agreement’, and when you are happy you understand the terms, select ‘I accept the agreement’, and click ‘Next’.

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Figure 14 | Astral Reports Download Wizard - License Agreement

Read the next section, then click ‘next’ again (figure 15).

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Figure 15 | Astral Reports Download Wizard - Information

The install will default the file location as being the user folder in the local drive. This can be changed but we recommend it remains here. So, click ‘Next’.

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Figure 16 | Astral Reports Download Wizard - Select Destination Location

Read through the next few windows (figures 17 and 18) clicking ‘Next’ each time, until you get to the ‘Ready to Install’ window.

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Figure 17 | Astral Reports Download Wizard - Select Components

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Figure 18 | Astral Reports Download Wizard - Select Start Menu Folder

On the final ‘Ready to Install’ window, click ‘Install’ (figure 19).

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Figure 19 | Astral Reports Download Wizard - Ready To Install

The install should only take a few seconds, then read through the information shown, click ‘Next’ then ‘Finish’.

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Figure 20 | Astral Reports Download Wizard - Information

This stage is now complete, so return to Business Central and the Astral Reports setup wizard, and click next on the ‘Download the Microsoft Excel Add-In’ window.

The final step is to connect Astral Reports to Excel, and you will need the information provided in the 'Get Yourself Connected' window (figure 21).

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Figure 21 | Business Central Setup Wizard - Get Yourself Connected

Open Excel, and you should now be able to see the new Astral Reports option tab on the ribbon.

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Figure 22 | Excel Connection Setup

Click on the tab, then click ‘About’ (figure 23).

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Figure 23 | Excel Connection Setup

The ‘About Astral Reports’ window will open.

You will have received another email from Astral 365 after completing the download from the website. Use the information contained in the email to fill this window (see the example in figure 25).

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Figure 24 | Excel Connection Setup - About Astral Reports

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Figure 25 | Excel Connection Setup - Astral Reports License Email

Once you have filled in the required information, click ‘Check License’.

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Figure 26 | Excel Connection Setup - About Astral Reports

A notification will pop up to tell you how long the Licence is valid for. Simply click ‘Ok’.

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Figure 27 | Excel Connection Setup - About Astral Reports Licence Valid

Now, still in Excel, click on ‘Login Details’ on the top left corner of the Astral Reports ribbon.

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Figure 28 | Excel Connection Setup

The ‘Connections’ window will open where you will connect Excel and Astral Reports to Business Central and will need to fill in the information.

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Figure 29 | Excel Connection Setup - Connections Window

Fill in the ‘Reference’ section – this is ideally the name of your company that Astral Reports will be connected to.

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Figure 30 | Excel Connection Setup - Connections Window

To fill in the ‘Business Central Service URL’, navigate back to Business Central and copy and paste the information provided from the setup wizard window.

TIP: To copy the information from the setup wizard, expand the window (figure 31), highlight the link (figure 32), and press Ctrl & C on your keyboard then navigate back to Excel and paste (figure 33).

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Figure 31 | Excel Connection Setup - BC Setup Wizard - Get Yourself Connected

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Figure 32 | Excel Connection Setup - BC Setup Wizard - Get Yourself Connected

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Figure 33 | Excel Connection Setup - Connections Window

For ‘Authentication Type’ select ‘Office 365’ from the drop-down options.

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Figure 34 | Excel Connection Setup - Connections Window

Now tick ‘Use Astral 365 Authentication’ which will use your Office 365 credentials to authenticate.

NOTE: Astral 365 Authentication is for the SaaS version of Business Central only. For on Premise installations using Office 365, the process is slightly different.

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Figure 35 | Excel Connection Setup - Connections Window

Now fill in the ‘Tenant’, again get this information from the setup wizard in Business Central (figures 36 - 38).

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Figure 36 | Excel Connection Setup - Connections Window

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Figure 37 | Excel Connection Setup - BC Setup Wizard - Get Yourself Connected

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Figure 38 | Excel Connection Setup - Connections Window

Once all the information is filled in (see figure 38), click ‘Save’.

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

The message that is displayed (figure 39) is shown in case you have stored credentials that are no longer valid and allows you to remove and re-enter them.

Click ‘Yes’ and fill in the information.

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Figure 39 | Excel Connection Setup - Connections Window

Once you have filled in your details and clicked ‘Sign in’, you will be promoted to give permission (See figure 40). This gives the permission of Astral Reports to be used by your organization. The permission is only required once, by one member of your organization.

Read through the information, then select the tick box ‘Consent on behalf of your organization’ and click Accept.

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Figure 40 | Excel Connection Setup - Permissions

The next message that shows should indicate that the connection has been successful (figure 41). Click ‘Ok’ then close the ‘Connections’ window.

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Figure 41 | Excel Connection Setup - Connections Window

Now navigate back to Business Central to complete the setup wizard.

Click ‘Next’ now that you have completed the ‘Get Yourself Connected’ step.

Click ‘Next’ on the next window again, ‘Get Yourself A Free Trial Licence’, as you have already completed this step.

Congratulations, the setup is now complete!

NOTE: please remember that helpful information such as; links to Astral Reports Online Help, Download page, and details of the connection can always be found by simply searching for Astral Reports within the Business Central search facility.