NetSuite EPM Connector Installation and Setup

To install and set up NetSuite EPM Connector, you must use the Administrator role and complete the following consecutive steps:

1. Enable the required features in your NetSuite account. See Required Features for Installing NetSuite EPM Connector.

2. Install the NetSuite EPM Connector SuiteApp. See Installing the NetSuite EPM Connector SuiteApp.

3. Assign roles to NetSuite EPM Connector users. See Role Permissions for NetSuite EPM Connector.

4. Set the file encryption password. See Setting Up a File Encryption Password for NetSuite EPM Connector.

5. Schedule the required script deployment properly. See Scheduling the Script Deployment for NetSuite EPM Connector.

After installing and setting up NetSuite EPM Connector, use your role to access the NetSuite EPM Connector functionality. For details about what tasks your role can perform on your NetSuite account, see Role Permissions for NetSuite EPM Connector.

• View log details of searches called from Data Exchange, and download log files. See Search Activity Logs.

• View the history of successfully executed searches called from Data Exchange, and roll back to a previously executed search. See Resetting the Search Request Load.

• Create allowlists for searches that your applications in Oracle EPM Cloud should acknowledge. See Data Source Allowlist.

• Configure a connection to an external SFTP server, and upload data from the SFTP server to your Oracle EPM Cloud application. See Configuring External Connections.

• Use the NetSuite EPM Access portlet to go to your NetSuite Enterprise Performance Management environments directly from NetSuite. See NetSuite EPM Access Portlet.

General Notices