Before You Install the Recipe

You must perform the following configuration tasks on your Oracle CX Sales and B2B Service instance and Oracle NetSuite instance in order to successfully connect to these external systems using Oracle Integration and achieve synchronization.

Configure Oracle CX Sales and B2B Service

To access the Oracle CX Sales and B2B Service instance from Oracle Integration, you'll require a separate user account on Oracle CX Sales and B2B Service. In addition, you must create a Credential Store Framework (CSF) key forOracle Integration in Oracle SOA Composer to subscribe to events in Oracle CX Sales and B2B Service.

Perform the following tasks to configure Oracle CX Sales and B2B Service for this recipe.

  1. Create a new user account for Oracle Integration. You’ll use the credentials of this user account to connect to Oracle CX Sales and B2B Service from Oracle Integration. For the procedure to create the integration user account, see Creating an Integration User Account in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration 3.
    1. Assign the following roles to the user account. For steps to assign roles, see Assign Integration Roles in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration 3.
      • Integration Specialist
      • AttachmentsUser
      • FND_MANAGE_CATALOG_SERVICE_PRIV
    2. Make a note of the user name and password you set for the account.
  2. Create a CSF key for Oracle Integration.
    1. Assemble the CSF Key on your Oracle Integration instance and register the same on Oracle SOA Composer. The CSF key entry in the Oracle CX Sales and B2B Service infrastructure stores the Oracle Integration credentials used by Oracle CX Sales and B2B Service. When Oracle Fusion Applications send outbound requests to Oracle Integration (at runtime), these credentials (user name and password) are sent for authentication. For the procedure to create the Oracle Integration CSF key, see Enabling Event Subscriptions in the Oracle CX Sales and B2B Service in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration 3.
    2. Create the CSF key by providing your Oracle Integration account credentials.
    3. Ensure that your Oracle Integration account is assigned at least the ServiceInvoker role on the Oracle Integration instance.

Configure Oracle NetSuite

To successfully connect to Oracle NetSuite using Oracle Integration, you must perform certain general configurations on your Oracle NetSuite instance and some configurations specific to the security policy you’ll use to access. In this recipe, you’ll use the token-based authentication (TBA) security policy.

Log in to your Oracle NetSuite instance as an Administrator and execute the following tasks.

  1. Perform the general configurations necessary to connect to Oracle NetSuite. See Enable Features on Oracle NetSuite and Assemble the Oracle NetSuite WSDL URL in Using the Oracle NetSuite Adapter with Oracle Integration 3.
  2. Perform the TBA-related configuration tasks. See Prerequisites for the Token-Based Authentication Security Policy in Using the Oracle NetSuite Adapter with Oracle Integration 3.

    Grant the following permissions to the role you'll create in this step.

    Tab Name Permission Level

    Transactions

    Adjust Inventory

    Full

    Transactions

    Cash Sale

    Full

    Transactions

    Cash Sale Refund

    Full

    Transactions

    Customer Deposit

    Full

    Transactions

    Customer Payment

    Full

    Transactions

    Customer Refund

    Full

    Transactions

    Fulfill Orders

    Full

    Transactions

    Invoice

    Full

    Transactions

    Item Shipment

    Full

    Transactions

    Sales Order

    Full

    Transactions

    View Payment Events

    Full

    Reports

    Integration

    View

    Reports

    Inventory

    View

    Reports

    Sales

    View

    Lists

    Accounts

    Full

    Lists

    Cases

    Full

    Lists

    Companies

    Full

    Lists

    Contacts

    Full

    Lists

    Custom Record Entries

    Full

    Lists

    Customers

    Full

    Lists

    Employees

    Full

    Lists

    Items

    Full

    Lists

    Perform Search

    Full

    Setup

    REST Web Services

    Full

    Setup

    SOAP Web Services

    Full

    Setup

    User Access Tokens

    Full