# Connecting SailPoint and Oracle NetSuite To connect SailPoint with Oracle NetSuite, perform the following tasks: ## Adding the Source in SailPoint To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs. > [!IMPORTANT] > > By default, the provisioning feature is **disabled**, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration. **To configure a new source:** 1. Sign in to SailPoint. 2. Go to **Admin \> Connections \> Sources**. 3. Select **Create New**. 4. Search for the connector by entering the name in the search box, and then select **Actions**. 5. In the **Actions** dropdown list, select the setup method: - [**Express Setup**](<#configuring-a-source-using-express-setup>) - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started. > **Note** > > Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to [Credential Providers](). For more information, contact your SailPoint Customer Service Manager. - [**Standard Setup**](<#configuring-a-source-using-standard-setup>) - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup. ### Configuring a Source Using Express Setup Express Setup minimizes the initial configuration process so you can quickly connect the application and immediately begin aggregating user account and entitlement data. 1. Review the directions and select **Start Express Setup**. 2. Review the pre-populated **Source Name**, **Source Owner**, and **Description**. To update, select **Edit**. > **Note** > > The source name must be unique. You can change these settings later in the source configuration. 3. Select **Virtual Appliance**. A virtual appliance is a Linux-based virtual machine that connects to your sources and apps using SailPoint APIs, connectors, and integrations. For more information about configuring and deploying virtual appliances, refer to [SailPoint Virtual Appliances](). 4. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a Credential Provider in SailPoint, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 5. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** section. 6. Select **Finish**. After a successful test connection, the system creates your source and prompts you to run an aggregation. - If you want to aggregate now, select **Aggregate**. - To see the latest account aggregation history, go to **Account Management \> Account Aggregation**. - To see the list of aggregated source accounts, go to **Account Management \> Accounts**. - If you want to aggregate later, select **Exit**. This returns you to the **Sources** page. Your new source is listed, but contains no accounts or aggregation history yet. ### Configuring a Source Using Standard Setup Use Standard Setup to configure the connector for full feature support. 1. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters. 2. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters. 3. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](). 4. Under **Connection Type**, select **Direct Connection** or **Flat File**. - **Direct Connection** - A direct connection fetches data from the **Virtual Appliance Cluster** you choose as the application connector for the source. A direct connection configuration allows for real-time updates. For more information about configuring and deploying virtual appliances, refer to the [Virtual Appliance Reference Guide](). - **Flat File** - Select the flat file if no connector is available, or if another system restricts the connection. This option allows only reading and aggregating data as a generic/delimited application. Provisioning activity is unsupported, and additional configuration pages like connection settings and aggregation settings are unavailable. 5. If you selected **Direct Connection**, in **Virtual Appliance Cluster**, select the virtual appliance cluster that will be used as the application connector for the source. 6. (Optional) Select a governance group to grant its members [source]() or [role]() sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](). 7. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](). 8. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Continue to configure your connected source there. ## Base Configuration Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary. 1. Enter a unique name and description for the source. 2. In the **Source Owner** dropdown list, select the identity that owns this source. - To find a source owner, begin entering their name. 3. In the **Virtual Appliance Cluster** dropdown list, select the virtual appliance to use when communicating with your organization's systems. For more information, refer to [SailPoint Virtual Appliances](). 4. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a credential provider, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 5. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#connection-settings>) for more information. 6. (Optional) In the **Governance Group for Source Management** dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to [Associating Governance Groups with a Source](). 7. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default. - **Enable Provisioning** - Set the toggle to **Enabled** to allow the source to create, update, and deactivate accounts in the connected source system. - **Disable Provisioning** - Set the toggle to **Disabled** to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source. 8. Select **Save**. ## Connection Settings The following information is required to connect and interact with Oracle NetSuite. Select one the following authentication types: ### Token Based Authentication > [!NOTE] > > **Screenshot** > > [![Token Based Authentication]()]() 1. Enter the **Account ID** assigned to your organization by the Oracle NetSuite system. 2. Select **Token Based Authentication** as the **Authentication Type**. 3. Enter the **Client ID** and **Client Secret** of an integration record generated by the Oracle NetSuite system during setup. 4. Enter the **Token ID** and **Token Secret** generated for the access token. 5. Enter the **Application ID** that is the unique identifier generated by Oracle NetSuite system during the setup process when an external application is required to be integrated. ### User Credentials (not supported for NetSuite version 2020.2 or later) > [!NOTE] > > **Screenshot** > > [![User Credentials]()]() 1. Enter the **Account ID** assigned to your organization by the Oracle NetSuite system. 2. Select **User Credentials** as the **Authentication Type** 3. Enter the **Administrator Email** ID and the corresponding **Password** of the administrator. 4. Enter the **Application ID** that is the unique identifier generated by Oracle NetSuite system during the setup process when an external application is required to be integrated. 5. Enter the **Role ID** assigned to your organization by the Oracle NetSuite system. ### Page Size > [!NOTE] > > **Screenshot** > > [![Page Size]()]() 1. In the **Page Size** field, enter the number of records to aggregate in a single page when iterating over large datasets. The default size is 50. 2. Select **Save**. ## Additional Settings This connector supports the read operation of additional attributes by configuring the attribute XPath in Attribute Mapping and adding the attribute to account schema. ### Attribute Mapping > [!NOTE] > > **Screenshot** > > [![Attribute Mapping]()]() To add an additional attribute: 1. Select **Add Another** and enter the attribute's name in **Schema Attribute**. 2. Enter the attribute's XPath in **XML XPath / CustomAttribute**. The XPath must be given by considering `/record` as the root element in the XML response. For example, this is the SOAP response for `employee`: > **Example** > > ```xml > xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> > > > WEBSERVICES_TSTDRV942460_0920202136479827402549852_32553d3a7 > > > > > > > > Testing XPath > Testing > XPath > false > 2021-09-20T00:46:59.000-07:00 > 2021-09-20T00:46:59.000-07:00 > TX > > Admin > > _softOptIn > _everyTwoWeeks > _wage > false > true > false > 2021-09-20T00:00:00.000-07:00 > _omitted > false > > USA > > false > false > _systemPreference > true > > > > USA > > > > > > false > > > false > > > > > > > > ``` The XPath entry will be as follows: | Schema Attributes | Navigation Path (XML XPath) / Custom Attribute | | --- | --- | | firstName | `listEmp:firstName` | | department | `listEmp:department/platformCore:name` | 3. Select **Add Another** to configure additional attributes. 4. Select **Save**. ## Custom Attributes This connector can be configured to read and write custom attributes. Add the custom attribute name to the account schema, then add the `customAttribute` using the REST API. > [!NOTE] > > For more information on SailPoint's REST APIs, refer to [Best Practices: REST API Authentication]() and [REST API - Update Source (Partial)]() in the SailPoint Developer Community. The following Oracle NetSuite Custom field types are supported: - Checkbox - Date - Free-Form Text - Email Address - Phone Number - Hyperlink To add the custom attribute label (case sensitive) in the schema, select the **Add New Attribute** button. You can find custom attribute labels by going to **Customization \> Lists, Records, & Fields \> Entity Fields** in the Oracle NetSuite managed system. | Schema Attributes | Navigation Path (XML XPath) / Custom Attribute | | --- | --- | | Custom\_Sales | `CustomAttribute` | | Custom\_InventoryId | `CustomAttribute` | ## Pass-through Authentication (Deprecated) The Oracle NetSuite source supports pass-through authentication. On the Oracle NetSuite managed system, enable the token based authentication. Go to **Setup \> Company \> Enable Features**. On the SuiteCloud panel go to **Manage Authentication** and select the **TOKEN-BASED AUTHENTICATION** checkbox. Select **User Credentials** to use pass-through authentication for token based application. On the Oracle NetSuite source in the Token Based Authentication panel, in the **Application ID** field, enter the application ID of an integration record generated by Oracle NetSuite system during setup. It is required only for the pass-through authentication. > [!NOTE] > > You must set the email ID as account name in the schema. ## Review and Test Perform a test to confirm the connection to SailPoint. 1. Go to **Review and Test**. 2. Confirm that the entries in each field are correct. If you note any mistakes, return to the section and make corrections. 3. Select **Test Connection**. ## SailPoint Application Onboarding SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface. For more information, refer to [Application Onboarding]() in the SailPoint SaaS documentation.