• Configuring Access Permissions Required for Building Data Warehouse
• Creating the Oracle NetSuite Connection
• Using the Build Data Warehouse Wizard
• Running the Pre-Built Workflows to Load Data into the Target Schema

Configuring Access Permissions Required for Building Data Warehouse

Before you create a NetSuite connection or use the Build Data Warehouse Wizard in Data Transforms, you need to login to NetSuite as an administrator, enable SuiteAnalytics Connect, create a custom role, and set the access permissions that are required to build the NetSuite Data Warehouse.

To configure the access permissions:

1. Log in to NetSuite as an administrator using the following URL:

   https://system.netsuite.com/pages/customerlogin.jsp

2. Check whether the SUITEANALYTICS CONNECT feature is enabled.

   Go to Setup > Company > Enable Features. Click the Analytics tab and verify that the SuiteAnalytics Connect box is checked.

3. Add a custom role.

   Go to Setup > Users/Roles > User Management > Manage Roles. Click New Role, add the required details, and click Save to create a custom role.

4. Assign the required permissions to the custom role.

   Go to Setup > Users/Roles > User Management > Manage Roles. Click Customize next to the name of the custom role for which you would like to add the SuiteAnalytics Connect permission.

   Click the Transactions tab under the Permissions tab and assign the following permissions:

   • Account Detail
   • Accounting Lists
   • Accounting Management
   • Accounts
   • Accounts Payable
   • Accounts Payable Graphing
   • Accounts Payable Register
   • Accounts Receivable
   • Accounts Receivable Graphing
   • Accounts Receivable Register
   • Adjust Inventory
   • Adjust Inventory Worksheet
   • Amortization Reports
   • Amortization Schedules
   • Audit Trail
   • Balance Sheet
   • Bank Account Registers
   • Bill Purchase Orders
   • Billing Schedules
   • Bills
   • Bin Putaway Worksheet
   • Bin Transfer
   • Blanket Purchase Order
   • Build Assemblies
   • CRM Groups
   • Calendar
   • Cash Sale
   • Cash Sale Refund
   • Charge
   • Charge - Run Rules
   • Charge Rule
   • Check
   • Classes
   • Commission Feature Setup
   • Commission Reports
   • Commit Orders
   • Commit Payroll
   • Competitors
   • Component Where Used
   • Contacts
   • Count Inventory
   • Create Allocation Schedules
   • Credit Card
   • Credit Card Refund
   • Credit Card Registers
   • Credit Memo
   • Credit Returns
   • Currency
   • Currency Revaluation
   • Custom Recognition Event Type
   • Customer Deposit
   • Customer Payment
   • Customer Refund
   • Customers
   • Deferred Expense Reports
   • Deleted Records
   • Departments
   • Deposit
   • Deposit Application
   • Documents and Files
   • Edit Forecast
   • Edit Manager Forecast
   • Email Template
   • Employee Commission Transaction
   • Employee Commission Transaction Approval
   • Employee Record
   • Employee Reminders
   • Employees
   • Enter Opening Balances
   • Enter Vendor Credits
   • Equity Registers
   • Establish Quotas
   • Estimate
   • Events
   • Expense Report
   • Expenses
   • Export Lists
   • Fair Value Dimension
   • Fair Value Formula
   • Fair Value Price
   • Financial Statements
   • Find Transaction
   • Fixed Asset Registers
   • Fulfill Orders
   • Fulfillment Request
   • General Ledger
   • Generate Price Lists
   • Generate Statements
   • Imported Employee Expenses
   • Inbound Shipment
   • Income
   • Income Statement
   • Inventory
   • Inventory Status Change
   • Invoice
   • Invoice Approval
   • Invoice Sales Orders
   • Item Fulfillment
   • Item Receipt
   • Item Revenue Category
   • Items
   • Lead Snapshot/Reminders
   • Locations
   • Long Term Liability Registers
   • Make Journal Entry
   • Manage Accounting Periods
   • Manage Payroll
   • Mass Updates
   • Memorized Transactions
   • Mobile Device Access
   • Net Worth
   • Non Posting Registers
   • Notes Tab
   • Opportunity
   • Other Asset Registers
   • Other Current Asset Registers
   • Other Current Liability Registers
   • Other Lists
   • Other Names
   • Ownership Transfer
   • Pay Bills
   • Pay Sales Tax
   • Pay Tax Liability
   • Paycheck Journal
   • Payroll Items
   • Perform Search
   • Phone Calls
   • Post Vendor Bill Variances
   • Posting Period on Transactions
   • Price Books
   • Price Plans
   • Process Payroll
   • Project Revenue Rules
   • Purchase Contract
   • Purchase Order
   • Purchase Order Reports
   • Purchases
   • Reconcile
   • Reconcile Reporting
   • Refund Returns
   • Report Customization
   • Report Scheduling
   • Request For Quote
   • Requisition
   • Resource
   • Return Authorization
   • Revalue Inventory Cost
   • Revenue Arrangement
   • Revenue Arrangement Approval
   • Revenue Element
   • Revenue Recognition Field Mapping
   • Revenue Recognition Plan
   • Revenue Recognition Reports
   • Revenue Recognition Rule
   • Revenue Recognition Schedules
   • SOAP Web Services
   • Sales
   • Sales By Partner
   • Sales By Promotion
   • Sales Order
   • Sales Order Approval
   • Sales Order Fulfillment Reports
   • Sales Order Reports
   • Sales Order Transaction Report
   • Set Up Budgets
   • Set Up SOAP Web Services
   • Statement Charge
   • Statistical Account Registers
   • Store Pickup Fulfillment
   • Subscription Change Orders
   • Subscription Plan
   • Subscriptions
   • Subsidiaries
   • SuiteAnalytics Connect
   • SuiteAnalytics Workbook
   • Tasks
   • Tax
   • Track Messages
   • Transaction Detail
   • Transfer Funds
   • Transfer Inventory
   • Transfer Order
   • Transfer Order Approval
   • Trial Balance
   • Unbilled Receivable Registers
   • Unbuild Assemblies
   • Units
   • Vendor Bill Approval
   • Vendor Payment Approval
   • Vendor Request For Quote
   • Vendor Return Auth. Approval
   • Vendor Return Authorization
   • Vendor Returns
   • Vendors
   • Work Calendar
   • Work Order
   • Work Order Close
   • Work Order Completion
   • Work Order Issue
5. Add the SuiteAnalytics Connect – Read All permission.

   Click the Setup tab under the Permissions tab, select SuiteAnalytics Connect – Read All from the drop-down, and click Add.

6. Click Save to apply these permissions to the custom role.
7. Assign the custom role to a user. When you create a connection to NetSuite from Data Transforms, you will need to enter the credentials of this user to connect to the data server. See Creating the Oracle NetSuite Connection for information about creating the connection.

   To assign the custom role to the user, go to Setup > Users / Roles > Manage Users. Click Edit next to the name of the user, assign the custom role, and click Save.

8. To verify the access permissions, log in as the user that has the custom role assigned.

   Go to Analytics > Datasets. Click New Dataset. This page will list all the tables and record types that the user has access to. Search for “transaction” table, for example, to verify whether the user has access to the transaction table.

Creating the Oracle NetSuite Connection

You can create an Oracle NetSuite connection using JDBC connectivity or OAuth 2.0 authentication.

To define an Oracle NetSuite connection:

1. From the left pane of the Home page, click the Connections tab.

   Connections page appears.

2. Click Create Connection.

   Create Connection page slides in.

3. Do one of the following:
   • In the Select Type field, enter the name or part of the name of the connection type.
   • Select the Applications tab.
4. Select Oracle NetSuite as the connection type.
5. Click Next.
6. The Connection Name field is pre-populated with a default name. You can edit this value.
7. To specify the connection details, do one of the following:
   • To use JDBC connectivity, specify the following details:
     • JDBC URL - Enter the URL of the SuiteAnalytics Connect server to be used for the connection.
     • User - Enter the user name for connecting to the data server.
     • In the Password textbox enter the password for connecting to the data server.
     • In the Account ID textbox, enter the account ID for connecting to the data server.
     • In the Role ID textbox, enter the role ID for connecting to the data server.
   • To use OAuth 2.0 authentication, click the OAuth 2.0 switch and then specify the following details:
     • Username - Enter the name of the user who has role access to login to NetSuite using OAuth 2.0 connection. This is the user you have assigned the custom role to in Configuring Access Permissions Required for Building Data Warehouse.
     • Account ID - Enter the account ID for connecting to the data server. You can get this information by logging into the NetSuite account and viewing the SuiteAnalytics connect information.
     • Role ID - Enter the role ID for connecting to the data server. You can get this information by logging into the NetSuite account and viewing the SuiteAnalytics connect information.
     • Client ID - Enter the client ID for connecting to the data server.

       To obtain the client ID, create an Integration record in NetSuite by enabling OAuth 2.0 Client Credentials Flow. Copy and save the Client ID that is displayed when the Integration Record is successfully created.

       Note:

       NetSuite no longer supports the RSA PKCSv1.5 scheme for token signing for NetSuite OAuth 2.0 client credentials flow. Any integrations that rely on the RSA PKCSv1.5 scheme will need to be updated to use the RSA-PSS scheme. Refer to the Oracle NetSuite documentation for more information.
     • Public Certificate and Private Key - Use the OpenSSL commands to generate the key pair in the required PEM format. For example,

       openssl req -new -x509 -newkey rsa:4096 -keyout private.pem -sigopt rsa_padding_mode:pss -sha256 -sigopt rsa_pss_saltlen:64 -out public.pem -nodes -days 365

       Paste the contents of public.pem in the Public Certificate field. Paste the contents of private.pem in the Private Key field.

     • Certificate ID - Enter the Certificate ID for connecting to the data server.

       To get the certificate ID, use the NetSuite OAuth 2.0 Client Credentials (M2M) Setup to add the public certificate file (auth-cert.pem) to the certificate key list and copy the generated Certificate ID.

8. If the source that you want to use for mapping is a saved search, you need to also specify the following details in Saved Search Extraction:
   • Application ID: Enter the NetSuite Application ID for Data Transforms.
   • Version: Enter the NetSuite version number.
9. Select the checkbox in Build Data Model to install pre-built dataflows and workflows that you can run to extract data from NetSuite and move it to your Oracle target schema using the Build Data Warehouse wizard.
10. Click Test Connection, to test the established connection.
11. After providing all the required connection details, click Create.

    The new connection is created.

The newly created connections are displayed in the Connections page.

Click the Actions icon () next to the selected connection to perform the following operations:

• Select Edit, to edit the provided connection details.
• Select Test Connection, to test the created connection.
• Select Build Data Warehouse, to select the functional areas and create the NetSuite Data Warehouse in the target schema. See Using the Build Data Warehouse Wizard for more information.
• Click Export to export the connection. See Export Objects.
• Select Delete Schema, to delete schema.
• Select Delete Connection, to delete the created connection.

You can also search for the required Connection to know its details based on the following filters:

• Name of the Connection.
• Technology associated with the created Connection.

Using the Build Data Warehouse Wizard

Data in your NetSuite account is grouped into business or subject areas in the Analytics Warehouse. The Build Data Warehouse wizard allows you to select the areas that you want to include in the newly created Data Warehouse.

To use the Build Data Warehouse Wizard:

1. On the Home page, click the Connections tab. The Connections page appears.
2. Click the Actions icon () next to the Oracle NetSuite connection that you want to use to build the data warehouse and click Build Data Warehouse.

   The Build Data Warehouse wizard opens.

3. From the Connection drop-down list, choose the Autonomous Database connection where your target schema resides.
4. From the Staging Schema drop-down, all schema corresponding to the selected connection are listed in two groups:
   • Existing Schema (ones that you've imported into Oracle Data Transforms) and
   • New Database Schema (ones that you've not yet imported).
   Select the schema that you want to use from the drop-down.
5. Similarly select the Target Schema.
6. Click Next.
7. Select the NetSuite Business Areas that you want to use to transfer data from the NetSuite Data Warehouse to the target schema.
8. Click Save.

   Data Transforms starts the process to build the data warehouse. Click Jobs on the left pane of the Home page to monitor the progress of the process. When the job completes successfully, Data Transforms creates a Project folder that includes all the pre-built workflows and dataflows, which you can run to transfer data from the NetSuite connection to your target schema. See Running the Pre-Built Workflows to Load Data into the Target Schema for more information.

Running the Pre-Built Workflows to Load Data into the Target Schema

When the Build Data Warehouse wizard completes successfully, Data Transforms creates a project that includes all the pre-built data flows and workflows that you can run to extract data from a NetSuite connection and load it into your target schema.

To view and run the pre-built workflows:

1. Click Projects on the left pane of the Home page and select the newly created NetSuite project.
2. Click Workflows in the left pane. The following pre-built workflows are listed in the Project Details page:
   • Stage NetSuite Source to SDS
   • Extract Transaction Primary Keys
   • Load SDS to Warehouse
   • Apply Deletes
   • All Workflows
3. Click the Actions icon () next to the workflow you want to run and click Start.

   Oracle recommends that you run All Workflows to execute all the pre-built workflows.

   To see the status of the workflow, click Jobs from the left pane in the current project. When the job completes successfully, all the data from the NetSuite connection is loaded into the target schema.