Before You Install the Recipe

You must perform the following configuration tasks on your Oracle CX Sales and B2B Service instance and Oracle NetSuite instance in order to successfully connect to these external systems using Oracle Integration and achieve synchronization.

1. Configure Oracle CX Sales and B2B Service
2. Configure NetSuite

Configure Oracle CX Sales and B2B Service

To access the Oracle CX Sales and B2B Service instance from Oracle Integration, you'll require a separate user account on Oracle CX Sales and B2B Service. In addition, you must create a Credential Store Framework (CSF) key for Oracle Integration in Oracle SOA Composer to subscribe to events in Oracle CX Sales and B2B Service.

Perform the following tasks to configure Oracle CX Sales and B2B Service for this recipe.

1. Create a new user account for Oracle Integration. You'll use the credentials of this user account to connect to Oracle CX Sales and B2B Service from Oracle Integration. For the procedure to create the integration user account, see Create an Integration User Account in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration.
   1. Assign the following roles to the user account. For steps to assign roles, see Assign Integration Roles in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration.
      • Integration Specialist
      • AttachmentsUser
      • FND_MANAGE_CATALOG_SERVICE_PRIV
   2. Make a note of the user name and password you set for the account.
2. Create a CSF key for Oracle Integration.
   1. Assemble the CSF Key on your Oracle Integration instance and register the same on Oracle SOA Composer. The CSF key entry in the Oracle CX Sales and B2B Service infrastructure stores the Oracle Integration credentials used by Oracle CX Sales and B2B Service. When Oracle Fusion Applications send outbound requests to Oracle Integration (at runtime), these credentials (user name and password) are sent for authentication. For the procedure to create the Oracle Integration CSF key, see Enable Event Subscriptions in the Oracle CX Sales and B2B Service in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration.
   2. Create the CSF key by providing your Oracle Integration account credentials.
   3. Ensure that your Oracle Integration account is assigned at least the ServiceInvoker role on the Oracle Integration instance.

Configure NetSuite

To access NetSuite from Oracle Integration, you must perform certain general configurations on your 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.

Log in to your NetSuite instance as an Administrator and execute the following tasks.

1. Perform the general configurations necessary to connect to 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