Automated Continuous NetSuite SuiteAnalytics Replication to Microsoft Access


Use CData Sync for automated, continuous, customizable NetSuite SuiteAnalytics replication to Microsoft Access.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live NetSuite SuiteAnalytics data into your Microsoft Access instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Microsoft Access as a Replication Destination

Using CData Sync, you can replicate NetSuite SuiteAnalytics data to Microsoft Access. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select Microsoft Access as a destination.
  3. Enter the necessary connection properties. To connect to Microsoft Access, set the following:
    • Data Source: The path to the Access database. The application must have read/write permissions to the database.
    • Provider: The OLEDB Provider. For MS Office 2007 and above, use Microsoft.ACE.OLEDB.12.0.

    Windows Edition

    Connecting to Access as a destination requires the Microsoft Access Database Engine, which can be downloaded from here.

    Be sure to download the correct bitness of the driver as 64bit MS Office only works with the 64bit driver. If using 32bit MS Office, you will need to host DataSync in IIS and enable 32-bit applications. This can be set in the "Advanced Settings" for you Application Pool. Refer to Configuration in IIS for more information on hosting DataSync in IIS.

  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure the NetSuite SuiteAnalytics Connection

You can configure a connection to NetSuite SuiteAnalytics from the Connections tab. To add a connection to your NetSuite SuiteAnalytics account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (NetSuite SuiteAnalytics).
  3. Configure the connection properties.

    Prerequisites

    Before you can connect to NetSuite SuiteAnalytics, you must set up SuiteAnalytics Connect in your NetSuite account:

    1. Enable the Connect Service 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 and check the SuiteAnalytics Connect box.

    2. Add the SuiteAnalytics Connect permission to an existing Role.

      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 and Save.

    3. Verify the Suite Analytics Connect permissions.

      1. Find the Settings portlet on your home page and click Set Up SuiteAnalytics Connect.

      2. Click Your Configuration to view your service host and account ID information. These settings map directly to Server and Account ID connection properties.

    Add the NetSuite SuiteAnalytics Connector

    To enable Sync to use data from NetSuite SuiteAnalytics, you first must add the connector, as follows:

    1. Open the Connections page of the Sync dashboard.

    2. Click Add Connection to open the Select Connectors page.

    3. Click the Sources tab and locate the NetSuite SuiteAnalytics row.

    4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the NetSuite SuiteAnalytics connector. For more information about installing new connectors, see the Connections section in the Help documentation.

    Authenticate to NetSuite SuiteAnalytics

    After you add the connector, you need to set the required properties.

    • Connection Name - Enter a connection name of your choice.

    • Server - Enter the value of Service Host you previously found.

    • Account Id - Enter the value of Account Id you previously found.

    • Role Id - Enter the Role ID you previously updated.

    • User - Enter the username that you use to authenticate to your NetSuite account.

    • Password - Enter the password associated with that account.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your NetSuite SuiteAnalytics data to Microsoft Access.

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