Prerequisites for the User Credentials Security Policy

If you want to use the user credentials security policy with the Oracle NetSuite Adapter, you must fulfill the prerequisites specific to this security policy in addition to the general prerequisites.

To create an Oracle NetSuite connection with user credentials, you'll require the following details from your Oracle NetSuite instance:

• Email Address: The email address associated with the user account created for Oracle Integration.
• Password: The password associated with the user account created for Oracle Integration.
• Role: The ID of the role associated with the user account created for Oracle Integration.
• Account ID: Your Oracle NetSuite account ID.
• Application ID: The application ID associated with the integration record created for Oracle Integration.

To create and obtain these details, log in to your Oracle NetSuite instance as an Administrator and execute the following tasks.

Note:

To perform the configuration tasks related to the user credentials security policy, you must first enable the SOAP and REST web services in your Oracle NetSuite account. See Register with Oracle NetSuite and Enable Features.

1. Create a new role with web-services permissions. For steps to create a new custom role in Oracle NetSuite, see Create a New Role.
   Along with the necessary permissions specific to your integration, add the following permissions to the new role with full access:

   • REST Web Services
   • SOAP Web Services
   These permissions are present on the Setup subtab under the Permissions tab.

   Note:

   As a best practice, avoid using the Administrator and Full Access roles/users in Oracle NetSuite connections that use the user credentials security policy.
2. Create a user account for Oracle Integration and assign this account to the web-services-enabled role you created in the previous step. You'll use the credentials of this user account to connect to NetSuite from Oracle Integration. For steps to create a new user account in Oracle NetSuite, see Create a User Account for Oracle Integration.

   Note down the email address and the password you provide for the user account.

   Note:

   If you have already created a user account for Oracle Integration, you can assign the existing account to the new web-services-enabled role. See Assign an Existing User Account to a Role. This way, you don't have to consume another open user-account license.
3. Set the default role for the Oracle Integration user account.
   1. On the NetSuite home page, select Setup, then Integration, and then SOAP Web Services Preferences.
   2. On the resulting page:
      1. Select the user account created previously in the NAME field.
      2. In the WEB SERVICES DEFAULT ROLE field, select the web-services-enabled role associated with the user account.
      3. Click Add.

         The ID of the role you added is displayed in the row.

      4. Note down this Role ID and also the Account ID displayed at the top of the page.
      5. Click Save.
4. Create an integration record for the Oracle Integration application. For steps to create a new integration record in Oracle NetSuite, see Create an Integration Record for Oracle Integration.
   1. On the Authentication tab in the Integration page, select the USER CREDENTIALS check box and deselect the TOKEN-BASED AUTHENTICATION, TBA: AUTHORIZATION FLOW, and AUTHORIZATION CODE GRANT check boxes.
   2. Click Save.

      The APPLICATION ID is displayed upon saving the record. Note down this ID.

   Note:

   If you have already created a user-credentials-enabled integration record for Oracle Integration, you can skip this step. Note down the existing record's application ID. This way, you don't have to maintain multiple integration records for the same application.