Oracle Netsuite Connector

Oracle Netsuite is a cloud-based service that provides a set of intelligent applications that seamlessly combine the capabilities of CRM business software and ERP systems. OvalEdge uses Rest API to connect to the data source, which allows you to Crawl the CRM objects and Profile the sample data.

OracleNetSuite_arch

Connectors Capabilities

The following is the list of objects and data types the Oracle connector supports.

Functionality	Supported Data Objects
Crawler	Tables Columns Relationships
Profiler	Table Profiling: Row count, Columns count, and View sample data View Profiling: Row count, Columns count, View sample data Column Profiling: Min, Max, Null count, distinct, top 50 values Full Profiling

Prerequisite

API Details

OvalEdge uses REST API to connect to Oracle

API	Version	Details
Suitetalk Rest API	v1	Rest web services provide a Rest based interface for interacting with Netsuite

Service Account with Minimum Permission

The following are the minimum privileges required for a service account to crawl and profile the data.

Operation	Minimum Access Permission
Connection validation	Read
Crawling	Read
Profiling	Read

Establish Environment Variables (Optional)

This section describes the settings or instructions that you should be aware of prior to establishing a connection. If your environments have been configured, skip this step.

Configure Environment Names

The Environment Names allow you to select the environment configured for the specific connector from the dropdown list in the Add Connector pop-up window.

You might want to consider crawling the same schema in both stage and production environments for consistency. The typical environments for crawling are PROD, STG, or Temporary, and may also include QA or other environments. Additionally, crawling a temporary environment can be useful for schema comparisons, which can later be deleted, especially during application upgrade assistance.

Steps to Configure the Environment

Navigate to Administration > System Settings.
Select the Connector tab.
Find the Key name “connector. environment”.
Enter the desired environment values (PROD, STG) in the value column.
Click ✔ to save.

Establish a Connection

To establish an Oracle NetSuite connection,

Log into the OvalEdge application
In the left menu, click on the Administration module name, and click on the Connectors sub-module name. The Connectors Information page is displayed.
Click on + New Connector. The Add Connector pop-up window is displayed.
Select the connection type as Oracle NetSuite. The Add Connector with Oracle NetSuite specific details is displayed.

Field Name	Description
Connector Type	By default, the selected connector type ‘Netsuite CRM’ is displayed.
License Add-Ons	All the connectors will have a Base Connector License by default that allows you to crawl and profile to obtain the metadata and statistical information from a datasource. OvalEdge supports various License Add-Ons based on the connector’s functionality requirements. Select the Auto Lineage Add-On license that enables the automatic construction of the Lineage of data objects for a connector with the Lineage feature. Select the Data Quality Add-On license to identify, report, and resolve the data quality issues for a connector whose data supports data quality, using DQ Rules/functions, Anomaly detection, Reports, and more. Select the Data Access Add-On license that will enforce connector access via OvalEdge with Remote Data Access Management (RDAM) feature enabled.
Connector Name*	Select a Connection name for the Netsuite CRM database. The name you specify is a reference for your Netsuite CRM database connection in OvalEdge. Example: Netsuite CRM Connection DB1
Connector Environment	The Connector Environment drop-down list allows you to select the environment configured for the connector from the drop-down list. For example, PROD, or STG (based on the configured items in the OvalEdge configuration for the connector.environment). The purpose of the environment field is to help you identify which connector is connecting what type of system environment (Production, STG, or QA). Note: The steps to set up environment variables are explained in the prerequisite section.
Netsuite account Id*	The "Account Id" refers to the unique identifier associated with your NetSuite account. Example: 123456
Client/Consumer Id*	Client ID generated after the app is registered in Oracle Netsuite
Client/Consumer Secret*	Client Secret
Token Id*	Token ID
Token secret*	Token Secret
Realm Id*	Enter the Account-id in the Account_Id format
Plugin Server	Enter the server name if you are running this as a plugin.
Plugin Port	The port number on which the plugin is running.
Default Governance Roles*	You can select a specific user or a team from the governance roles (Steward, Custodian, Owner) that get assigned for managing the data asset. Note: The drop-down list displays all the configurable roles (single user or a team) as per the configurations made in the OvalEdge Security \| Governance Roles section.
Admin Roles*	Select the required admin roles for this connector. To add Integration Admin Roles, search for or select one or more roles from the Integration Admin options, and then click on the Apply button. The responsibility of the Integration Admin includes configuring crawling and profiling settings for the connector, as well as deleting connectors, schemas, or data objects. To add Security and Governance Admin roles, search for or select one or more roles from the list, and then click on the Apply button. The security and Governance Admin is responsible for: Configure role permissions for the connector and its associated data objects. Add admins to set permissions for roles on the connector and its associated data objects. Update governance roles. Create custom fields. Develop Service Request templates for the connector. Create Approval workflows for the templates.
No Of Archive Objects*	The number of archive objects indicates the number of recent metadata modifications made to a dataset at a remote/source location. By default, the archive objects feature is deactivated. However, users may enable it by clicking the Archive toggle button and specifying the number of objects they wish to archive.
Select Bridge	With the OvalEdge Bridge component, any cloud-hosted server can connect with any on-premise or public cloud data sources without modifying firewall rules. A bridge provides real-time control that makes it easy to manage data movement between any source and destination. For more information, refer to Bridge Overview. For more information, refer to Bridge Overview

5. Click on the Validate button to validate the connection details.

6. Click on the Save button to save the connection. Alternatively, you can also directly click on the Save & Configure button that displays the Connection Settings pop-up window to configure the settings for the selected Connector. The Save & Configure button is displayed only for the Connectors for which the settings configuration is required.

Note: * (asterisk) indicates the mandatory field required to create a connection. Once the connection is validated and saved, it will be displayed on the Connectors home page.
Note: You can either save the connection details first, or you can validate the connection first and then save it.

Connection Validation Errors

S.No.	Error Message(s)	Description
1	error_validate_connection	An alert message is displayed when provided details are incorrect.

Note: If you have any issues creating a connection, please contact your assigned OvalEdge Customer Success Management (CSM) team.

Connector Settings

Once the connection is established successfully, various settings are provided to fetch and analyze the information from the data source.

Connection Settings	Description
Crawler	Crawler settings are configured to connect to a data source and collect and catalog all the data elements in the form of metadata. Check out the crawler options to set the crawler's behavior in the Crawler & Profiler Settings.
Profiler	The process of gathering statistics and informative summaries about the connected data source(s). Statistics can help assess the data source's quality before using it in an analysis. Profiling is always optional; crawling can be run without profiling also. For more information, refer to Crawler & Profiler Settings
Business Glossary	The Business Glossary setting provides flexibility and control over how they view and manage term association within the context of a business glossary at the connector level.
Access Instructions	Access Instruction allows the data owner to instruct others on using the objects in the application.
Others	The Send Metadata Changes Notifications option is used to set the change notification about the metadata changes of the data objects. You can use the toggle button to set the Default Governance Roles (Steward, Owner Custodian, etc.) From the drop-down menu, you can select the role and team to receive the notification of metadata changes.

Note: For more information, refer to the Connector Settings.

The Crawling of Schema(s)

You can use the Crawl/Profile option, which allows you to select the specific schemas for the following operations: crawl, profile, crawl & profile, or profile unprofiled. For any scheduled crawlers and profilers, the defined run date and time are displayed to set.

Navigate to the Connectors page, and click on the Crawl/Profile option.
Select the required Schema(s).
Click on the Run button that gathers all metadata from the connected source into OvalEdge Data Catalog.

Note: For more information on Scheduling, refer to Scheduling Connector

Additional Information

Q1: Is NetSuite also available On-premise?

Answer: NetSuite is a cloud solution that does not have any on-premise software.