Before You Install the Recipe
You must perform the following configuration tasks on your Oracle NetSuite and Oracle CX Sales and B2B Service instances in order to successfully connect to these external systems using Oracle Integration, and synchronize customers and accounts.
Configure Oracle NetSuite
To successfully connect to Oracle NetSuite using Oracle Integration, you must perform certain 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.
- Perform the general configurations necessary to connect to Oracle NetSuite. See Enable Features on Oracle NetSuite and Assemble the Oracle NetSuite WSDL URL.
- Perform the TBA-related configuration tasks. See Prerequisites for the Token-Based Authentication Security Policy.
Grant the following permissions to the role you'll create in this step.
Tab Name Permission Level List Currency Full List Customers Full List Subsidiaries Full List Contacts Full Setup User Access Tokens Full Setup Log in using Access Tokens Full Setup SOAP Web Services Full - Create a custom field for customer record. See Creating Custom Transaction Body Fields. While creating a custom field, enter the following values.
- Specify the value for Label as
CxSalesPartyNumber
. - Specify the value for ID as
id_cxsalespartynumber
. - In the Applies To tab, select Customer.
- Click Save.
- Specify the value for Label as
- Configure and deploy the User Event script.
- Download the sample user event script: NS-CXSales.js.
- Open the script in a text editor such as Notepad++ and make the following updates:
- On line 30, there's a variable with the value set to
***your admin user email***
. Replace this value with the email address of the integration user that you created. The end result should look like this:var integrationUserEmail = "john@netsuite.com"
. - On line 85, there's a variable with the value set to
*The base URL of your Oracle Integration instance*
. Replace this value with the domain name of your Oracle Integration instance. Make sure to omit everything after the.com
top-level domain. - On line 83, there's a variable with the value set to your username. Replace this value with the username of your Oracle Integration instance.
- On line 84, there's a variable with the value set to your password. Replace this value with the password of your Oracle Integration instance.
- Save the changes made to the script.
- On line 30, there's a variable with the value set to
- In NetSuite, navigate to Documents, then Files and then SuiteScripts.
- Within the SuiteScripts folder, create a new folder. For example:
Stripe Integration
. - Upload the script that you modified and saved in step b to the newly created folder.
- Go to Customization, then Scripting, and then Scripts.
- In the Script File field, start typing
Oracle_NS_Stripe_Customer_Create.js
, and select the auto-completed option. - Click Create Script Record.
- Set the Name field to
Oracle NS Stripe Customer Script
and ID to_oracle_stripe_cust
. - Click Save and then click Deploy Script.
- Set the Applies To field to
Customer
and the ID to_oracle_stripe_cust_depl
. - Set the Status to Deployed.
- In the Audience tab, select all check boxes where applicable or select all items in the respective lists.
- Click Save.
Configure Oracle CX Sales and B2B Service
To successfully connect to Oracle CX Sales and B2B Service using Oracle Integration, you must perform certain configurations on your Oracle CX Sales and B2B Service instance.
- Create an integration user account. To invoke an Oracle CX Sales and B2B Service service catalog or event catalog web service from , you create a separate user.
- Log in to the Oracle CX Sales and B2B Service with a user with system administrator privileges.
- Go to Navigator > My Team > Manage Users.
- In the Manage Users page, click Manage Users.
- Click the Create New User icon beside Show Photo.
- Enter the following information, and click Save.
Field Description Last Name Enter FUSION_APPS_ICS_APPID
Email Enter a valid email address. Hire Date Enter the date. User Name Enter FUSION_APPS_ICS_APPID
.Person Type Enter Employee
.Legal Employer Select a valid legal organization. Business Unit Select a valid business unit. Send user name and password Select this checkbox. A notification email is sent to the email address after the user is created.
- Log out of the Oracle CX Sales and B2B Service.
- Log in to the Oracle CX Sales and B2B Service instance with FUSION_APPS_ICS_APPID and the temporary password provided in the notification email.
- Change the password when prompted at the first log in.The Oracle CX Sales and B2B Service welcome page appears.
- Log out of the Oracle CX Sales and B2B Service.
- Assign integration roles.Use the Oracle Security Console to assign the integration user with certain roles and privileges.
Note:
Access to the Security Console is provided by the predefined Security Manager role.- Select Navigator > Tools > Security Console.
- On the top right corner of the window, click Create Role.
- In the Create Role: Basic Information page, create a new record with the following information and click Next.
Parameter Value Role Name OIC Integration Role Role Code INT_ OIC_ Integration_ Role Role Category CRM - Job Roles Description Custom Role for Accessing OSC Services Catalog - In the Create Role: Functional Security Policies page, click Add Functional Security Policy.
- In the Add Function Security Policy page, enter
FND_MANAGE_CATALOG_SERVICE_PRIV
in the Search box and click Add Privilege to Role. Click Next - In the Create Role: Data Security Policies page, click Next.
- Add the Sales Administrator and the SOA operator roles, and then click Next.
To add the Sales Administrator role, do the following on the Create Role: Role Hierarchy page:
- Click Add role.
- In the Search field, enter
Sales Admin
. - Select the Sales Administrator role, and then click Add Role Membership.
- Close the Add Role Membership window.
To add the SOA Operator role, do the following on the Create Role: Role Hierarchy page:
- Click Add role.
- In the Search field, enter
SOA Operator
. - Select the SOA Operator role, and then click Add Role Membership.
- Close the Add Role Membership window.
- Assign the integration user to the roles.
On the Create Role: Users page, click Add user and then do the following:
- In the Search field, enter
FUSION_APPS_ICS_APPID
. - Choose the FUSION_APPS_ICS_APPID user and then click Add user to Role.
- Close the Add user window.
- In the Search field, enter
- Click Next, review the details on the Summary and Impact page, and click Save and Close.