Copy of Acumatica User Rights for DataSelf (TEMP)
Safety copy –
Michelle, Zack and Peter have given feedback to this rewrite. This draft is based on a version and Michelle and I worked on. Joni will be give final review rights after we work on it.
Configure Acumatica for DataSelf ETL+ with user credentials with the required access rights.
Only people properly trained in Acumatica should make changes to its settings.
Please consult your Acumatica VAR for assistance.
DataSelf ETL+ requires a Acumatica user with user roles which give ETL+ the ability to read and extract/download data from Acumatica.
Acumatica Roles Required
Minimum role:
Anonymous.
Depending on other Acumatica security settings, theAnonymousrole may not be enough for OData extraction by ETL+.Recommended Roles: These roles may allow DataSelf to be able to provide further support:
Administrator,BI,Customizer,DashboardDesigner,ReportDesigner.For Acumatica v 2020 R2 or newer:
OData v4.
NOTES
Existing Acumatica permissions may prevent the download of some tables. You will need to work with your VAR, Acumatica Tech Support, or internal expert to adjust permissions for such tables.
Log file will show tables ETL+ can’t access. If the roles assigned to the Acumatica user don't grant ETL+ full access to all tables in Acumatica, the log file will show which tables are blocked after the first attempt at refreshing in ETL+.
Configuring Acumatica and Informing DataSelf
Setup your Acumatica site with a user with the user roles required by ETL+.
We recommend working with a qualified Acumatica expert to make this security change.Inform DataSelf using the secure URL of the Acumatica user credentials.
During the initial implementation, your organization will receive a URL to a form that provides DataSelf with the Acumatica user credentials required by ETL+.
Related Pages
ETL+ for Acumatica SQL (On-prem or Private Cloud) – Connecting to Acumatica MS SQL Server Database