NetSuite2.com Migration Phase 1 - Upgrade to Solution 7 v4.12

If you are currently running Solution 7 v4.12 (or later), you can skip this post and jump directly to Migration Phase 2.

To ensure compatibility with the upcoming NetSuite2.com data source,  all customers currently using Solution 7 v4.11 or earlier, must upgrade to Solution 7 v4.12 (or newer). To help customers navigate the upgrade process, we have created this easy-to-follow written guide to explain why the upgrade is necessary and to walk you through each step of the upgrade process.  

We also have a supporting video guide on YouTube.  We have included timestamps in the written guide to make it easy to jump to specific chapters in the video guide.

Customers should complete their migration well in advance of NetSuite deactivating the legacy data source.  To support NetSuite's migration timeline, sadly we are unable to support versions 4.11 and earlier of Solution 7 from June 1st, 2025.

IMPORTANT: If you became a Solution 7 customer after June 1st, 2024, you will already be using the both the NetSuite2.com datasource and Solution 7 v4.12, and can ignore this guide.

Background

What is NetSuite2.com?  

The NetSuite2.com data source is designed to display consistent data across SuiteAnalytics Workbook, which solves some previous inconsistencies in data exposure between saved searches and reports – source NetSuite Help Center.

Why do I need to upgrade?

NetSuite is moving the SuiteAnalytics Connect service to a new data source.  This new data source called NetSuite2.com is not backwards compatible with the previous, legacy data source used by Solution 7.  We have added support for the new data source in Solution 7 v4.12.  

Who must upgrade?

Solution 7 customers running version 4.11 or earlier.

Solution 7 v4.12 - Upgrade Guide

Step 1:  Enable Token-Based Authentication in NetSuite

Video Timestamp - 24:40

1. Log in to your NetSuite account.

1. Click on ‘Setup’ in the navigation menu, and then from the drop-down, select ‘Company’ and then select ‘Enable Features’.

1. Once you are in ‘Enable Features’, navigate to the ‘SuiteCloud’ tab and scroll down until you find the ‘Manage Authentication’ section.

1. Within the ‘Manage Authentication’ section, tick ‘Token-Based Authentication’.

*Note: If you are not able to see this menu, it is because you do not have the rights to change the features within NetSuite. You will need to either log in as an administrator or ask your assigned NetSuite Administrator to enable this feature for you.

Step 2: Add the Solution 7 Reporting Role to Each User

Video Timestamp - 25:42

As before, it is important to note that this role may not exist if you do not have the relevant permissions within NetSuite. You will need to log in as an administrator or ask your NetSuite Administrator to enable this for you.

1. Navigate to the search bar at the top of your NetSuite account and type in the name of the relevant user and select ‘Edit’. Alternatively, you can access your user screen by going into the ‘Setup’ drop-down and selecting ‘Users Roles’.

1. Within your user record, scroll down and click on the ‘Access’ tab.

1. If you scroll to the bottom of that section, you should see all of the roles that you have access to within NetSuite.

1. Click on the drop-down menu and select the ‘Solution 7 Reporting’ role and click ‘Add’ to add it to the user.

1. You will then need to click on the ‘Save’ button to save the role to the user.

*Note: Adding these permissions to your users means that all users have the same level of access and full view of the system.  If you wish to give more granular access to your users with a limited view of the system, or if you have set your users up using custom segments, it is now possible to add the Solution 7 reporting role to those custom segments, which will automatically add the required permissions to their custom role.

If the Solution 7 reporting role does not exist within your NetSuite interface, it is because you are not running our bundle. Please follow the steps below to install the Solution 7 bundle. Otherwise, you can skip to step 4.

Step 3: Install the Solution 7 NetSuite Bundle*

* This is only required if the reporting role is missing from Step 2

Video Timestamp - 29:59

1. Click on the ‘Customization’ tab in the navigation menu at the top of your NetSuite Account and from the drop-down menu select ‘SuiteBundler’, then ‘Search and Install Bundles’.

1. Within the Keywords search bar that appears, type in ‘Excel’ as this is the quickest way to return the results you are looking for.

1. Within the search results, scroll down until you find an option called ‘Solution 7 – Excel Financial Reporting’ and select it.

1. Within this page, there will be an option to ‘Install’, so go ahead and click on that to install the bundle. This will take around 5 minutes.  

1. You should now have the Solution 7 Reporting Role required to complete Step 2.

Step 4: Download and Install the Latest ODBC Driver & Solution 7 v4.12

Video Timestamp - 31:57

1. Check what is currently installed on your PC by navigating to your settings menu and then selecting ‘Apps’ and then ‘Installed Apps’.
   
2. Scroll down until you find the ‘SuiteAnalytics Connect’ module.

1. The latest version of the NetSuite ODBC is v8.10.158. If you are not on this version, you will need to update.  

1. To update, log into your NetSuite account and navigate to the NetSuite home page.
   
2. Scroll down to the Settings section and select ‘Set Up SuiteAnalytics Connect’.
   
3. Once on this page, scroll down to the ‘Drivers’ section and you should see 2 options for the ODBC Driver – the 64-BIT and the 32-BIT. You only need to install the version that matches the version that you already have installed.
   
4. Click on the ‘Download’ button and install on your PC.
   
5. Once installed, you will now be running the latest version of ODBC.
   
6. Check what is currently installed on your PC by navigating to your settings menu and then selecting ‘Apps’ and then ‘Installed Apps’.
   
7. Scroll down until you find the ‘Solution 7’ module.
   
8. The latest version of Solution 7 is v4.12. If you are not on this version, you will need to update. Alternatively, you can see what version of Solution 7 you are running via the ‘About’ button within the Solution 7 tab in Excel.

1. Navigate to the Solution 7 website and click on ‘Downloads’ within the navigation menu.

1. Under Software Downloads, you should see an option named ‘Solution 7 NetSuite Edition – Latest Version’. Click the ‘Download’ button.

1. You’ll then be taken to a new page and be prompted to hit ‘Download’ again, so click on this.

1. Once downloaded, you will be prompted to install. Before installing, please make sure you select the correct edition between ‘One World’ and ‘Standard’. One World is for those of you who use the subsidiaries feature, and Standard is for those of you who do not. Once you have selected the option relevant to you, click ‘Install’.

1. Once installed, you will now be running the latest version of Solution 7.

*Note: The steps above will need to be performed on each individual user’s PC.

Step 5: Set the Correct Role ID in Solution 7 Excel Config  

Video Timestamp - 39:00

1. Before making any changes, you will first need to identify your current Role ID.
   
2. Log in to your NetSuite account.
   
3. Click on ‘Setup’ in your navigation menu and then from the drop-down select ‘Users/Roles’ and then ‘Manage Roles’.
   
4. Within this page, scroll down until you find the Solution 7 Reporting role and click on it.
   
5. Within the role, the simplest place to get the Role ID is from the URL at the top of the page. It’ll appear as ‘id=’ followed by the relevant numbers. In the video example, Simon demonstrates how to find his Role ID, which appears as ‘1071’.
   
6. Now open a new Excel Spreadsheet and within the Solution 7 tab, select ‘Configure’.
   
7. Within the configure dialogue, select the ‘Advanced’ button and within the Advanced Settings pop-up, you should see an option for ‘Role ID’.
   
8. You will then need to input your Role ID, and in the video example, Simon inputs his Role ID as ‘1071’ as previously identified.  
   
9. Click ‘Close’ and then ‘Ok’.

1. Select the ‘Activate’ button within the Solution 7 tab.

1. Once loaded, you should now be running version 4.12 of Solution 7.

If you have followed all the steps above and still have any questions or concerns, please refer to the troubleshooting section of the video, where we answer some frequently asked questions and provide additional help.

Next: Migration Phase 2 – Switch from Legacy to the NetSuite2.com data source.

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