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.
The SuiteAnalytics Connect Service provides a read-only method for obtaining NetSuite data. You cannot use the Connect Service to update NetSuite data.
Getting Started with SuiteAnalytics Connect
- Prerequisites for Using the Connect Service
- Install or upgrade the driver as administrator.
- Ensure that you install the Connect driver as local administrator. If you install the driver on Windows as domain administrator, the installation process may fail.
- Ensure that you use a Windows version that is supported.
- Close any applications that you use for accessing or configuring the Connect Service.
Setup Prerequisites: The firewall configurations meet the following conditions:
- Port 1708 – Ensure that port 1708 is not blocked in the firewall for outgoing connections.
- IP Addresses – Do not use NetSuite IP addresses to manage access to any NetSuite services because it is not supported
- Enabling the Connect Service Feature
- Whether you want to use an ODBC, JDBC, or ADO.NET driver to access the Connect Service, you must first enable the SuiteAnalytics Connect feature.
To enable the Connect Service feature:
- Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.
- Go to Setup > Company > Enable Features.
- Click the Analytics tab.
- Check the SuiteAnalytics Connect box.
3.Roles And Permissions
You need the SuiteAnalytics Connect permission to download a Connect driver and access NetSuite data. To access the data source through Connect, you should consider the following:
a) General Role and Permission Considerations for Connect
Account administrators can assign the SuiteAnalytics Connect permission as a Setup permission for a role or as a global permission for an employee. The employee permission gives per-user control of Connect access.
b) Role and Permission Considerations for NetSuite.com
Account administrators should exercise caution when assigning the SuiteAnalytics Connect permission, as some NetSuite permissions and restrictions are not enforced for Connect Service. When you use the Connect Service to access the NetSuite.com data source, consider the following:
i) Enforced Permissions
The following permissions are enforced for Connect access, unless a user has been granted the SuiteAnalytics Connect – Read All permission:
- All Transactions permissions and Lists permissions for employees
- Customers
- Partners
- Vendors
- Accounting registers
Enforcement of these permissions means that when users access NetSuite data through the Connect Service, they can see only the records they have access to.
ii) Non-enforced Permissions and Restrictions
Other permissions and restrictions are not enforced for Connect access, including:
- Classes
- Departments
- Locations
- Custom records
- Subsidiary Restrictions (OneWorld only)
This lack of enforcement means that users with the Connect permission enabled can access records of these types through the Connect Service that they cannot access in the NetSuite user interface.
iii) SuiteAnalytics Connect – Read All Permission
As of 2018.2, the SuiteAnalytics Connect – Read All permission enables users to have read-only access to NetSuite data using the Connect Service, regardless of what they can access in the NetSuite user interface. This permission applies to the NetSuite.com data source only.
c) Role and Permission Considerations for NetSuite2.com
The roles and permissions assigned to Connect users determine the data that they can access through NetSuite2.com. However, if they use the Static Data Model, they can see the structure and the name of all available record types and fields, even if they can only get the data for the records that they have access to.
Data Warehouse Integrator (DWI) role
The Data Warehouse Integrator role allows users to access all NetSuite data through the NetSuite2.com data source. Note that credit card information is not accessible even if users are assigned to the Data Warehouse Integrator role. Also, Global Permissions take precedence over the Data Warehouse Integrator role. If the access level for some permissions is set to None, users with the Data Warehouse Integrator role will not have access to this data.
General role limitations
The Connect Service enforces role-based access restrictions to the analytics data source, also known as NetSuite2.com, which contributes to improved security. The analytics data source is not accessible for the following roles and permissions:
- Administrator
- Full Access (Deprecated)
- Roles requiring two-factor authentication (2FA)
- Roles accessing the Connect Service with IP restrictions
Providing Users with SuiteAnalytics Connect Permissions
To set up SuiteAnalytics Connect permissions using Manage Roles:
- Go to Setup > Users/Roles > User Management > Manage Roles.
- Click Customize next to the name of the role for which you would like to add the SuiteAnalytics Connect permission.
- Click the Setup tab under the Permissions tab.
- Add the SuiteAnalytics Connect permission.
- Optionally, add the SuiteAnalytics Connect – Read All permission.
- Click Add.
- Click Save.
To set up SuiteAnalytics Connect permissions using the Employee record:
- Go to Lists > Employees > Employees.
- Click Edit next to the name of employee.
- Click the Access tab.
- Select the role you would like to grant SuiteAnalytics Connect permission, and click the Open icon next to it.
- Click the Setup tab under the Permissions tab.
- Add the SuiteAnalytics Connect permission.
- Optionally, add the SuiteAnalytics Connect – Read All permission.
- You can verify that you have the SuiteAnalytics Connect permission if the Set Up SuiteAnalytics Connect option appears in the Settings portlet on your home page.