Connectors → NetSuite Suite Analytics

About NetSuite SuiteAnalytics

NetSuite creates products for enterprise resource planning, financial management, e-commerce, and customer relationship management. NetSuite SuiteAnalytics provides real-time Saved Searches, Reporting, Key Performance Indicators (KPIs) Dashboard and Workbook features that are built into the NetSuite solution.

About the NetSuite SuiteAnalytics Connector

The NetSuite SuiteAnalytics connector supports the following Incorta specific functionality:

Feature	Supported
Chunking	✔
Data Agent	✔
Encryption at Ingest
Incremental Load	✔
Multi-Source
OAuth
Performance Optimized	✔
Remote
Single-Source	✔
Spark Extraction
Webhook Callbacks	✔

Deploy the NetSuite SuiteAnalytics Connector in NetSuite

To connect to NetSuite, you must have access to the SuiteAnalytics Connect Service, which you must have purchased already. You can check to see if you have access by opening NetSuite Help Center in your NetSuite instance. Once purchased, the NetSuite Administrator can enable the SuiteAnalytics Connect service with the following steps:

Sign in to NetSuite.
Select Setup→Company→Enable Features.
Select the Analytics tab.
Under Connectivity, select SuiteAnalytics Connect.

Steps to connect NetSuite SuiteAnalytics and Incorta

To connect NetSuite SuiteAnalytics and Incorta, here are the high level steps, tools, and procedures:

Create an external data source
Create a schema with the Schema Wizard
or, Create a schema with the Schema Designer
Load the schema
Explore the schema

Create an external data source

Here are the steps to create a external data source with the NetSuite SuiteAnalytics connector:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Data.
In the Action bar, select + New → Add Data Source.
In the Choose a Data Source dialog, in Application, select NetSuite SuiteAnalytics.
In the New Data Source dialog, specify the applicable connector properties.
To test, select Test Connection.
Select Ok to save your changes.

NetSuite SuiteAnalytics connector properties

Access the NetSuite SuiteAnalytics connector credentials with the following steps:

Sign in to NetSuite.
Select Set Up SuiteAnalytics Connect, which is located under Settings in the bottom left corner of the screen.
On the SuiteAnalytics Connect Driver Download page, select Your Configuration to access the credentials, including Host, Port, and Account ID and Role ID.

Here are the properties for the NetSuite SuiteAnalytics connector:

Property	Control	Description
Data Source Name	text box	Enter the name of the data source
User Email	text box	Enter the NetSuite user email
Password	text box	Enter the NetSuite password
Connection Pool	text box	Enter the connection pool. The default is 30.
Connection String	text box	Enter the connection string. The format is: `jdbc:ns://<HOST>:<PORT>;ServerDataSource=NetSuite.com;encrypted=1;CustomProperties=(AccountID=<ACCOUNT ID>;RoleID=<ROLE ID>)` The default port is 1708.
Connection Properties	text box	Optionally enter connector properties for a custom connection to NetSuite in the format: `propertyName=propertyValue`, where each connector property is on a new line. The available connector properties are specified by `com.netsuite.jdbc.openaccess.OpenAccessDriver`. Refer to the JDBC Connection Properties section of the SuiteAnalytics Connect document for further information.
Use Data Agent	toggle	Enable using a data agent to securely ingest data from an external data source that is behind a firewall. For more information, please review Tools → Data Agent and Tools → Data Manager.
Data Agent	drop down list	Enable Use Data Agent to configure this property. Select from the data agents created in the tenant, if any.

Important: Data Agent

A data agent is a service that runs on a remote host. It is also a data agent object in the Data Manager for a given tenant. An authentication file shared between the data agent object and the data agent service enables an authorized connection without using a VPN or SSH tunnel. With a data agent, you can securely extract data from one or more databases behind a firewall to an Incorta cluster. Your Incorta cluster can reside on-premises or in the cloud. A CMC Administrator must enable and configure an Incorta cluster to support the use of Data Agents. Only a Tenant Administrator (Super User) or user that belongs to a group with the SuperRole role for a given tenant can create a data agent that connects to a data agent service. To learn more, see Concepts → Data Agent and Tools → Data Agent.

Important

The default role for connecting to NetSuite is the full administrator role (RoleID=3). However, it is not required to use a full administrator role and it is often not advisable to use this role, especially in the case of public companies and/or security audits that track full administrator access to NetSuite. An alternative is to create a custom administrator role which has only view privileges to all of the tables imported into Incorta. In this case, the custom administrator Role ID is substituted above. Before creating a custom role, it is important to consider whether you need full access to the Netsuite tables, as certain tables, such as metadata tables, are not accessible with a custom administrator role.

Create a schema with the Schema Wizard

Here are the steps to create an NetSuite SuiteAnalytics schema with the Schema Wizard:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the Action bar, select + New → Schema Wizard.
In (1) Choose a Source, specify the following:
- For Enter a name, enter the schema name.
- For Select a Datasource, select the NetSuite SuiteAnalytics external data source.
- Optionally create a description.
In the Schema Wizard footer, select Next.
In (2) Manage Tables, in the Data Panel, first select the name of the Data Source, and then check the Select All checkbox.
In the Schema Wizard footer, select Next.
In (3) Finalize, in the Schema Wizard footer, select Create Schema.

Create a schema with the Schema Designer

Here are the steps to create an NetSuite SuiteAnalytics schema using the Schema Designer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the Action bar, select + New → Create Schema.
In Name, specify the schema name, and select Save.
In Start adding tables to your schema, select SQL Database.
In the Data Source dialog, specify the NetSuite SuiteAnalytics table data source properties.
Select Add.
In the Table Editor, in the Table Summary section, enter the table name.
To save your changes, select Done in the Action bar.

NetSuite SuiteAnalytics table data source properties

For a schema table in Incorta, you can define the following NetSuite SuiteAnalytics specific data source properties as follows:

Property	Control	Description
Type	drop down list	The default is SQL Database.
Data Source	drop down list	Select the NetSuite SuiteAnalytics external data source
Incremental	toggle	Enable the incremental load configuration for the schema table.
Fetch Size	text box	For performance improvement, define the number of records that will be retrieved from the database in each batch until all records are retrieved. The default is 5000.
Query	text box	Enter the query to retrieve data from NetSuite SuiteAnalytics
Update Query	text box	Enable Incremental to configure this property. Define the SQL update query to use during an incremental load. The query and update query should be of the same structure, that is, the same selected columns.
Chunking Method	drop down list	Chunking methods allow for parallel extraction of large tables. The default is No Chunking. There are two chunking methods: By Size of Chunking (Single Table) By Date/Timestamp
Chunk Size	text box	Select By Size of Chunking for the Chunking Method to set this property. Enter the number of records to extract in each chunk in relation to the Fetch Size. The default is 3 times the Fetch Size.
Order Column	drop down list	Select By Size of Chunking for the Chunking Method to set this property. Select a column in the source table you want to order by before chunking. It's typically an ID column and it must be numeric.
Upper Bound for Order Column	text box	Optional. Enter the maximum value for the order column.
Lower Bound for Order Column	text box	Optional. Enter the minimum value for the order column.
Order Column [Date/Timestamp]	drop down list	Select By Date/Timestamp for the Chunking Method to set this property. Select a column in the source table you want to order by before chunking. It should be a Date/Timestamp column.
Chunk Period	drop down list	Select the chunk period that will be used in dividing chunks: ● Daily ● Weekly (default) ● Monthly ● Yearly ● Custom
Number of days	text box	Select Custom for the Chunk Period to set this property. Enter the chunking period in days
Callback	toggle	Enable post extraction callback, that is, enable callback on the data source data set(s) by invoking a certain callback URL with parameters containing details about the load job.
Callback URL	text box	Enable Callback to configure this property. Specify the callback URL.

View the schema diagram with the Schema Diagram Viewer

Here are the steps to view the schema diagram using the Schema Diagram Viewer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the NetSuite SuiteAnalytics schema.
In the Schema Designer, in the Action bar, select Diagram.

NetSuite schema diagram

The following is an Accounting schema for an external data source that utilizes the NetSuite connector. This subset of the entire NetSuite entity relationship diagram (ERD) is provided for brevity.

Load the schema

Here are the steps to perform a Full Load of the NetSuite SuiteAnalytics schema using the Schema Designer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the NetSuite SuiteAnalytics schema.
In the Schema Designer, in the Action bar, select Load → Load Now → Full.
To review the load status, in Last Load Status, select the date.

Explore the schema

With the full load of the NetSuite SuiteAnalytics schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.

To open the Analyzer from the schema, follow these steps:

In the Navigation bar, select Schema.
In the Schema Manager, in the List view, select the NetSuite SuiteAnalytics schema.
In the Schema Designer, in the Action bar, select Explore Data.