1. Create Jira Issues for Project Tasks in Oracle NetSuite
  2. Before You Install the Recipe

2 Before You Install the Recipe

You must perform the following configuration tasks on your Oracle NetSuite and Atlassian instances in order to successfully connect to these external systems using Oracle Integration and create Jira issues for project tasks in Oracle NetSuite.

Configure Jira

To access Jira from Oracle Integration, you must perform the following configuration tasks:
  1. Create an app, configure the OAuth 2.0 authorization code, and assign the scopes. See Prerequisites to Use the Authorization Code Credentials Security Policy.
  2. Create a custom field in Jira to store the Oracle NetSuite project task ID. See Create a new custom field. Specify the name of the field as NetSuiteProjectTaskId.
  3. Obtain the project key of the Jira project in which you want the issues to be created. On your Jira instance:
    1. Click Projects, and then View All Projects. A list of all projects you have access to is displayed. Select the project from the list.
    2. Click Summary to view the Activity page. Note the Key displayed on the right pane.

Configure Oracle NetSuite

To successfully connect to Oracle NetSuite using Oracle Integration and create project tasks, 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. In addition, create a custom field to store the Jira issue ID.

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

    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
  3. Obtain the internal ID of the project from which the recipe must read project tasks. From your home page, select Lists, then Relationships, and then Projects. Select the project and note the internal ID.
  4. Create a custom field in your Oracle NetSuite instance to store the Jira issue ID. See Creating Custom CRM Fields. While creating a custom field:
    1. Specify the value for Label as JiraTaskId and ID as _jirataskid.
    2. Check the PROJECT TASK box in the Applies To section.