Welcome! We are pleased that you have decided to install CloudExtend Google Apps for NetSuite. This page is intended to make you aware of several key pieces of information before you begin a trial and/or proceed with a new installation. It is important that you first read through this page and ensure that you understand this information. Thanks again and let’s get started!
Prerequisites
Please note that CloudExtend Google Apps is designed for existing NetSuite customers. If you are evaluating CloudExtend as part of a larger decision on selecting a web based business software suite, you may request a free tour of NetSuite here.
In order to move forward with setting up CloudExtend, log in to your NetSuite account as an administrator.
Step 1: Setup & Configure Open ID Single Sign-on in Google Apps
Step 1 applies to Google Apps for Business Premier (Paid) customers. If you are using the FREE version of Google Apps then you may skip to step 2 below.
- In the Google Apps Management Dashboard, click Advanced tools.
- Click the link called Federated Login using OpenID toward the middle/bottom of the page. OR, configure the complete Single Sign-on process, which takes more time. Search Google Apps help for step-by-step instructions on configuring Single Sign-on.
- Check the box labeled Allow users to sign in to third party websites using OpenID.
- Click Save Changes.
Setp 2: Enable OpenID Single Sign-on in NetSuite
- Log in to NetSuite with an administrator role.
- Go to Setup > Company > Enable Features > SuiteFlex.
- In the Single Sign-on section, check the OpenID Single Sign-on box, which will cause a Terms screen to appear.
- Read the Terms of Service, then scroll to the bottom and click the I Agree button.
- Click Save to exit the Enable Features screen.
- Go to Setup > Integration > OpenID Single Sign-on.
- Enter your domain name in the field provided. Do NOT enter “www” before the domain name. (CORRECT: my-domain.com) (INCORRECT: www.my-domain.com).
- Ensure that the Enable OpenID Single Sign-on box is checked and then click the Submit button.
Setp 3: Create NetSuite Roles with OpenID Single Sign-on Permissions
Before your NetSuite users can begin to use CloudExtend Gmail, they must first have roles with the OpenID Single Sign-on permission. This requires the creation of custom roles. For each role you want to have access to Gmail Sync for NetSuite, repeat the steps below. Users with multiple roles will require a new custom role for each role.
- Navigate to Setup > Users/Roles > Manage Roles.
- Click Customize in the Edit column next to the role you want to customize.
- In the Name field, enter a name for your custom role.
- Click the Setup subtab.
- At the bottom of the tab, select the OpenID Single Sign-on permission from the dropdown list and set it to Full.
- Click Add.
- Click Save.
Setp 4: Assign Custom NetSuite Roles to Users
Once you have created custom roles for each role you want to have access to CloudExtend, you must assign those roles to your users.
- Navigate to Setup > Users/Roles > Manage Users.
- Click the name of the user record you would like to edit.
- Click Edit.
- Click the Access tab.
- In the dropdown list, select the name of your custom role.
- Click Add.
- Click Save.
Step 5: Enable the gadget (to be performed by individual users)
Individual users must complete the steps below to set up their email account to work with the CloudExtend gadget.
- In Gmail for Google Apps, open any email in your Inbox.
- At the bottom of the email you will see the CloudExtend Gmail gadget being loaded. It will show the message Logging in to NetSuite for a moment or two. Because it’s the first time logging in and the Google Apps user has not been mapped to a NetSuite user, it will fail to log in.
- You’ll be provided a link to create a mapping to NetSuite. Click the link.
- Provide your valid NetSuite user login ID and password. Click Submit to log in to NetSuite.
- Return to Gmail and refresh the page to see the Gmail Sync for NetSuite gadget at the bottom of the email message.
