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EXISTING CUSTOMERS: Migrating to v3 of the Box for Oracle NetSuite integration

Admin , Installation , New , Instruction , Oracle - NetSuite , P2
CRITICAL ALERT FOR CUSTOMERS RUNNING BOX FOR ORACLE NETSUITE V1 or V2 - Within the next few months, NetSuite will be ending their support of Outbound SSO, also known as SuiteSignOn (read more here). Organizations will need to update to Box for Oracle NetSuite v3.3+ and follow the directions here to ensure continued functionality. Existing customers must complete the migration step when upgrading to v3 to avoid losing critical bundle configuration data.

For existing customers, to migrate to v3+ of the Box for Oracle NetSuite integration, you must be both:

  • A NetSuite Admin with SuiteApp Bundle Installation privileges; and
  • A Box Admin (or co-admin with the proper permissions) with the following:
    • access to your company's Box Enterprise ID (EID)
    • the ability to authorize integrations in the admin console
    • access to the content manager

Customers who already have v2 installed MUST migrate their data in order to complete the v3 installation setup. 

Summary of steps

  1. Install Box for Oracle NetSuite v3
  2. Migrate custom records from v2 to v3
  3. Disable v2 scripts
  4. Verify that v3 is working and all data has been migrated successfully
  5. (Recommended) Disable the v2 SuiteApp bundle

 

1. Install Box for Oracle NetSuite v3 

As the NetSuite Admin:

  1. In NetSuite, on the global dashboard, navigate to Customization > SuiteCloud Development > SuiteApp Marketplace.
  2. In the search bar, enter Box and navigate to the Box for NetSuite listing.
  3. Click Install.
  4. Confirm install by clicking Install.
  5. Wait for the installation to complete.
  6.  When you see the “Installed”  status, the installation has completed successfully.6.png

2. Migrate Custom Records

To prevent data loss, existing customers need to migrate their content. There are 2 ways to migrate your data - with Option 1.) the Box Migration Tool, or Option 2.) manually exporting and importing CSV files. 

(Recommended Option): Box Migration Tool

  1. In NetSuite, on the global dashboard, navigate to Setup > Custom > Box Migration Tool.
  2. Click Run Migration.
  3. Wait for migration tasks to complete. Some record types may take more time depending on the number of records.
  4. When all records show progress at 100%, proceed to the next step.  

Note: The Box Migration Tool is not able to migrate more than 100k records per record type. If any records exceed this limit, please manually export/import that Custom Record per the alternative option below. (Box Folder Collaboration migration is not needed as the integration automatically restores the collaborations.)

This most commonly occurs for the Box Record Folder. You can verify this by comparing the number of records between V2 and V3 of the Box Record Folder records.

  • For Box Record Folder - this results in being unable to view your mapped Box folders for a given NetSuite record. 

Alternative Option: Export/Import Custom Records via CSV

If you prefer to manually Export/Import Custom Records via CSV, see this article. 

3. Disable v2 Scripts

  1. Next you need to disable v2 scripts. From the global dashboard, navigate to Customization > Scripting > Scripts.

15.png

  1. Filter to find the relevant Box scripts:
    • Select “234796” in the FROM BUNDLE dropdown.
    • Check the SHOW INACTIVES checkbox.16.png
  2. For all 6 Box scripts, check the INACTIVE checkbox, then click Submit. These scripts are the following:
    • Box Client
    • Box Integration Config Validator
    • Box Integration Suitelet
    • Box Netsuite V2 Installation Script
    • Box Record Type Config Validator
    • Box Subtab

17.png

4. Verify migration and setup is complete

Once migration is complete and the v2 scripts have been disabled, visit an enabled record to confirm that the Box Content tab and functionality is working.

5. Complete the v3.3+ Upgrade steps

Upon successful migration, proceed to follow needed steps to upgrade to Box for NetSuite v3.3+.

6. (Recommended) Disable the Box for Oracle NetSuite v2 Suitebundle

First, verify that the v3 installation and migration is successful. Next, disable v2 and confirm that there are no issues with v3. Once complete, we recommend that you uninstall the v2 bundle. This will prevent confusion when accessing record types and script records.

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