Configuring NetSuite for ETL+

How to configure NetSuite for ETL+.   The goal is configure security for a client’s NetSuite account to authorize ETL+ read access to the data.
🚧 Work in Progress 2023/2/14

You might need to contact NetSuite support to complete these steps.

The instructions here are one part of a installation checklist that begins on ETL+ for NetSuite.

Requirements

Information and settings required.

1. The Suite Analytics Connect feature must be enabled in NetSuite Portal.   (This feature is not to be confused with the SuiteAnalytics Workbook feature). 
   See How to verify the Suite Analytics Connection requirement.

2. Administrator account to log in to NetSuite Portal.

3. Internet access to NetSuite Portal @ https://www.netsuite.com/portal/home.shtml

Checklist

Follow the steps in the sections below.

Add Permissions for DataSelf to NetSuite by Installing a Bundle

A bundle is a group of NetSuite setup entries and preference settings.

1. Open NetSuite Portal @ https://www.netsuite.com/portal/home.shtml

2. Login with a NetSuite administrator account

3. Select Customization tab.

4. SuiteBundler > Search & Install Bundles > List

   

5. Enter DS-ETL in Keywords, click Search.

6. Select DS-ETL Permission Bundle.

7. Click Install.

   

Alternative Method: Add DataSelf as a NetSuite User Without Preconfigured Bundle

DataSelf has to make Bundles available to your account before you can access the bundle using the method documented above. This alternative method is included in case the Search & Install Bundles procedure cannot work.

1. Open NetSuite Portal @ https://www.netsuite.com/portal/home.shtml

2. Login with a NetSuite administrator account

3. Go to Setup → Users/Roles → Manage Users → Add 

4. Add netsuite@dataself.com as a new user (detailed instructions missing?)

5. Scroll down to the Access section → Roles & Global Permissions →

6. Grant Roles and Permissions associated to SuiteAnalytics Connect (SuiteAnalytics Connect - Read All).

7. Save it.

Assign a NetSuite Instance’s Role to a User

The DS-ETL Permission Bundle discussed above should contain a NetSuite role that has the permissions required to connect to the account’s database with ODBC.

See the NetSuite – Associate a User with a Role page for more instructions.

Find NetSuite Information for DataSelf ETL+ ODBC Extraction

The information in this sub-section may be out of date.

How to find your NetSuite Account ID and Role ID codes.
Your NetSuite Account ID may a) be contained in the in the URL on the web browser when you are connected to www.netsuite.com (see Account Information in the URL)
OR b) by using the procedure below.

1. Open NetSuite Portal @ https://www.netsuite.com/portal/home.shtml

2. Login with a NetSuite administrator account Log in to NetSuite

3. Click Setup tab → Integration → SOAP Web Services Preferences

4. You can now find your Account ID.

5. Role ID. Find the DataSelf user on the left of the entry shown below

   

   • Select the dataself user role under Web Services Default Role. The role should be associated to SuiteConnect / ODBC.

   • The Role ID shows in the ID column on the right.

6. Provide DataSelf with your Account ID and DataSelf user Role ID

Download the NetSuite ODBC driver

1. NetSuite portal homepage → Settings → Set Up SuiteAnalytics Connect → Download the ODBC Bundle.

2. Download the ODBC INSTALLATION BUNDLE 64-BIT (ETL+ also works with the 32-bit version).

NOTE: The NetSuite ODBC driver is Only required for ETL+ maintenance. The driver is not needed in DataSelf's cloud to cloud ETL+ deployment.

How to Verify the Suite Analytics Connect Feature is Enabled.

Oracle NetSuite portal → Setup Tab → Company → Billing Information > Add-On Modules > Scroll to the bottom and you’ll see SuiteAnalytics Connect, you are looking for “Yes” (enabled). Otherwise, you should contact Netsuite for licensing.

Oracle NetSuite portal → Setup Tab → Company → Enable Features → Analytics > SUITEANALYTICS CONNECT in Connectivity section.

Contact your NetSuite provider if you don't have this feature enabled.

Account Information in the URL

NetSuite URL

https://123456-sb1.app.netsuite.com/app/center/card.nl?sc=-29&whence= …

Account ID

The first section of the URL contains the Account ID.

Role (Internal) ID

The role internal ID can be found in the URL when editing or viewing the role. It is the numbers after ID= in the URL 

ScreenShots

Additional Screenshots