Before You Install the Recipe

You must perform the following configuration tasks on your Oracle NetSuite instance and Oracle Autonomous AI Lakehouse instance in order to successfully connect to these external systems using Oracle Integration and import sales orders.

Configure Oracle NetSuite

To access Oracle NetSuite using Oracle Integration and import sales orders , you must perform certain configuration tasks on your Oracle NetSuite instance.

To successfully connect to Oracle NetSuite, you must perform certain general configurations on your Oracle NetSuite instance and some configurations specific to the security policy you'll use to connect. In this recipe, you'll use the token-based authentication (TBA) security policy.

In addition, you must create a Oracle NetSuite saved search. The search criterion specified in the saved search will be used to fetch the sales orders that are to be imported to Oracle Autonomous AI Lakehouse.

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 in Using the Oracle NetSuite Adapter with Oracle Integration 3.
2. Perform the TBA-related configuration tasks. See Prerequisites for the Token-Based Authentication Security Policy in Using the Oracle NetSuite Adapter with Oracle Integration 3.

   Grant the following permissions to the role you'll create in this step.

   Tab Name	Permission	Level
   Lists	Sales Order	Full
   Lists	Subsidiaries	Full
   Setup	User Access Tokens	Full
   Setup	Log in using Access Tokens	Full
   Setup	SOAP Web Services	Full

3. Create a saved search to get the sales records that satisfy the search criterion. The sales records that are the output of the search result will be imported into Oracle Autonomous AI Lakehouse.
   1. Navigate to the New Saved Search window using any one of the following navigation options:
      • On the Oracle NetSuite home page, select Reports, then choose Saved Searches, then All Saved Searches, and then New.
      • On the Oracle NetSuite home page, select Transactions, then choose Management, then Saved Searches, and then New.
   2. On the New Saved Search window, select the object type to perform the search operation. For example, select Transaction.
   3. Add a title and ID for the saved search in the SEARCH TITLE and ID fields respectively.

      The title and ID for the saved search will help you in keeping track of the saved search when you want to reuse it to re-query latest data that matches the search criteria.

   4. Set the search criteria conditions. Select the Criteria tab and specify the conditions. For example, you can specify a condition to filter sales orders created after a certain date.

      If the USE EXPRESSIONS check box is selected, you can also use additional options such as AND, OR, NOT.

   5. Configure the search results that are to be displayed. Select the Results tab, and in the Columns tab of the page, select the fields that you want to be displayed in the search result.

Configure Oracle Autonomous AI Lakehouse

To access Oracle Autonomous AI Lakehouse using Oracle Integration, you must perform certain configuration tasks on your Oracle Autonomous AI Lakehouse instance.

The following steps give an overview of the tasks you need to perform to obtain required information for configuring the Oracle Autonomous AI Lakehouse connection properties and security from Oracle Integration. For detail information on the steps, see Prerequisites for Creating a Connection in Using the Oracle Autonomous Data Warehouse Adapter with Oracle Integration 3.

1. Download the client credentials wallet.

   This is a zip file containing the client security credentials. By default the file name is Wallet_<databasename>.zip. You can save this file as any file name you want.

2. Get the Oracle Autonomous AI Lakehouse wallet password.

   You'll be prompted to enter a wallet password while downloading the client credentials wallet. Note the password as you'll need it while configuring the Oracle Autonomous AI Lakehouse connection security from Oracle Integration.

3. Get the Oracle Autonomous AI Lakehouse database service name. You need the database service name when configuring the connection properties on the Connections window.

   Note that the service name must be same as the one in the tnsnames.ora file in the client credential wallet.

4. Get the database service username and password to connect to Oracle Autonomous AI Lakehouse database.

   The database service username is the schema username for the user to log in to the database. Note that the database service username is not the same as the database service name that you specify in the connection properties on the Connections window.

5. For bulk data import operation, you must use the JDBC With OCI Signature security policy on the Connections window. Before you can successfully configure this security policy on the Connections window, you must complete the following prerequisites.

   • Create an object storage bucket in Oracle Cloud Infrastructure. Note the region where your object storage is located.
   • Obtain the OCID value of the compartment in which you create the storage bucket.
   • Obtain the tenancy OCID and user OCID details in the Oracle Cloud Console.
   • Create an API signing key in the Oracle Cloud Console.
   • Note the finger print that was generated when you created the key in the Oracle Cloud Console.