5.8 Create and Use an Oracle NetSuite Connection

You can use the Oracle NetSuite JDBC Driver or OAuth 2.0 authentication to connect to the Oracle NetSuite application. For Oracle NetSuite connections, Data Transforms allows you to load pre-built dataflows and workflows that you can run to transfer data from NetSuite to your target schema.

This topic has the following sections:

• Creating the Oracle NetSuite Connection
• Using the Build Data Warehouse Wizard
• Running the Pre-Built Workflows to Load Data into the Target Schema

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 text box 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.
     • 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.

     • Public Certificate and Private Key - Use the OpenSSL commands to generate the key pair in the required PEM format. For example,

       openssl req -x509 -newkey rsa:4096 -sha256 -keyout auth-key.pem -out auth-cert.pem -nodes -days 730

       Paste the contents of auth-cert.pem in the Public Certificate field. Paste the contents of auth-key.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 schemas.
• 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.