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.

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.
  2. 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
  3. Create a custom field for customer record. See Creating Custom Transaction Body Fields. While creating a custom field, enter the following values.
    1. Specify the value for Label as CxSalesPartyNumber .
    2. Specify the value for ID as id_cxsalespartynumber.
    3. In the Applies To tab, select Customer.
    4. Click Save.
  4. Configure and deploy the User Event script.
    1. Download the sample user event script: NS-CXSales.js.
    2. Open the script in a text editor such as Notepad++ and make the following updates:
      1. 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".
      2. 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.
      3. 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.
      4. 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.
      5. Save the changes made to the script.
    3. In NetSuite, navigate to Documents, then Files and then SuiteScripts.
    4. Within the SuiteScripts folder, create a new folder. For example: Stripe Integration.
    5. Upload the script that you modified and saved in step b to the newly created folder.
    6. Go to Customization, then Scripting, and then Scripts.
    7. In the Script File field, start typing Oracle_NS_Stripe_Customer_Create.js, and select the auto-completed option.
    8. Click Create Script Record.
    9. Set the Name field to Oracle NS Stripe Customer Script and ID to _oracle_stripe_cust.
    10. Click Save and then click Deploy Script.
    11. Set the Applies To field to Customer and the ID to _oracle_stripe_cust_depl.
    12. Set the Status to Deployed.
    13. In the Audience tab, select all check boxes where applicable or select all items in the respective lists.
    14. 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.

  1. 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.
    1. Log in to the Oracle CX Sales and B2B Service with a user with system administrator privileges.
    2. Go to Navigator > My Team > Manage Users.
    3. In the Manage Users page, click Manage Users.
    4. Click the Create New User icon beside Show Photo.
    5. 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.

    6. Log out of the Oracle CX Sales and B2B Service.
    7. 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.
    8. Change the password when prompted at the first log in.
      The Oracle CX Sales and B2B Service welcome page appears.
    9. Log out of the Oracle CX Sales and B2B Service.
  2. 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.
    1. Select Navigator > Tools > Security Console.
    2. On the top right corner of the window, click Create Role.
    3. 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
    4. In the Create Role: Functional Security Policies page, click Add Functional Security Policy.
    5. 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
    6. In the Create Role: Data Security Policies page, click Next.
    7. 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:

      1. Click Add role.
      2. In the Search field, enter Sales Admin.
      3. Select the Sales Administrator role, and then click Add Role Membership.
      4. Close the Add Role Membership window.

      To add the SOA Operator role, do the following on the Create Role: Role Hierarchy page:

      1. Click Add role.
      2. In the Search field, enter SOA Operator.
      3. Select the SOA Operator role, and then click Add Role Membership.
      4. Close the Add Role Membership window.
    8. Assign the integration user to the roles.

      On the Create Role: Users page, click Add user and then do the following:

      1. In the Search field, enter FUSION_APPS_ICS_APPID.
      2. Choose the FUSION_APPS_ICS_APPID user and then click Add user to Role.
      3. Close the Add user window.
    9. Click Next, review the details on the Summary and Impact page, and click Save and Close.