Pre-requisites to Setup SuiteAnalytics Connect

According to SuiteAnswers 38970 SuiteAnalytics Connect, the SuiteAnalytics Connect Service lets you archive, analyze, and report on NetSuite data. You can use a third-party tool or a custom-built application on any device that uses Windows, Linux, or OS X operating system. If your company enables the Connect Service, NetSuite offers ODBC, JDBC, and ADO.NET drivers that you can download, install, and use for the Connect Service.

To begin using SuiteAnalytics Connect Service, you must first perform the following:

Enable SuiteAnalytics Connect Feature

1.      Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.

2. Navigate to Setup > Company > Enable Features.

3.      Click the Analytics tab.

4.      Check the SuiteAnalytics Connect box.

Create a Custom Role with SuiteAnalytics Connect permission

1.      Navigate to Setup > Users/Roles > User Management > Manage Roles.

2.      Click Customize next to the name of the role for which you would like to add the SuiteAnalytics Connect permission.

3.      Click the Setup tab under the Permissions tab.

4.      Add the SuiteAnalytics Connect permission.

5.      Click Add.

6.      Click Save.

Assign the New Role to an Employee

1.      Navigate to Lists > Employees > Employees.

2.      Click Edit next to the name of employee.

3.      Click the Access tab.

4.      Assign the Role with SuiteAnalytics Connect Permission.

5.      Click Add.

6. Click Save.

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