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Install CloudExtend GoogleApps (CEGA) in NetSuite

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!

Video overview of CloudExtend Installation

 

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.

Deploy the CloudExtend Google Apps bundle to NetSuite

To install the CloudExtend bundle, click here.

If you are installing CloudExtend on to a Sandbox account, use this link instead. For NetSuite Beta accounts, use this link.

Set Preferences

Once the bundle is installed, you will have to turn the web sync feature on. Navigate to Setup->Company->General Preferences->Custom Preferences tab.
Under Custom Preferences, check the box next to Web Sync Preferred as shown and save.


Once installed and the preferences are set, the CloudExtend bundle makes all the following four components available on your Account.

  • CloudExtend for Gmail
  • CloudExtend for Google Calendar
  • CloudExtend for Google Docs
  • CloudExtend for Google Contacts

The components are not yet active. You can activate all or some of the the components by creating trial licenses as described in the Activating Components section.

Next Step: Activating the Components

Activating the Components

Once the steps listed in Installing the Bundle have been completed, you will find the Celigo License Manager under Setup > Custom. NetSuite’s menus are typically cached by the web browser and therefore the new License Menu may not be available immediately after installation. In which case, you can access the License Manager by going in to Setup > Setup Manager > Custom > Celigo License Manager.

Note: Alternatively to launch License Manager directly, you could also click on the following links to launch it directly:

For NetSuite Production accounts – Production1 or Production2 (one of these should work based on your config)
For NetSuite Sandbox accounts – Sandbox1 or Sandbox2 (one of these should work based on your config) 

The Celigo License Manager provides you with a convenient interface for activating all Celigo products installed on your account. In order to activate CloudExtend or any of its components individually, start by clicking on the “Create Trial License” link next to the bundle or component.

If you want to activate multiple CloudExtend components, the quickest way to do so is by creating a trial license for the CloudExtend bundle. When you do so, you will be prompted to select the components of CloudExtend you want to license. Bellow, we’ve chosen all.

The next page prompts you for contact information about your company. Celigo uses this information to ensure that you get the best possible support during your product evaluation.

In the last step of the activation process, specify the Google Apps Domain, to be used with Celigo CloudExtend. IMPORTANT: Do NOTplace “www.” in front of the domain. Use only our-domain.com, or our-domain.org, for example.

Next Step:Launch CloudExtend Setup Wizard to complete the installation

Administrator Level Setup

NetSuite Admin & Google Super Admin Setup
Make sure you have Admin access to NetSuite and Super Admin access to the Google Apps account for your organization. If you do not have these credentials, you’ll either need to get them or the set-up must be done with the person who does have the credentials.

The CloudExtend Setup Wizard guides you through the most important steps of installing and configuring CloudExtend. Before using the Wizard, please ensure that you have created licenses for the CloudExtend components that you wish to use.

Note: The Configuration Wizard is launched immediately after setting up CloudExtend licenses through the Celigo License Manager. If you wish to re-launch the Configuration Wizard at a later time, go to Setup > Custom > Celigo CloudExtend Setup Wizard.

Step 1: Launch Celigo CloudExtend for Google Apps Setup in NetSuite

In your NetSuite account, navigate to Setup > Custom > Celigo CloudExtend Setup

Step 2: Authorizing Google to access Netsuite account

  1. Access to Google – Click on Grant Access in the pop-up

    If you do not see the pop-up click on the ‘here’ link to bring up the page shown above in new tab and click Grant Access

  2. Click on Next when you see the Thank You message

Step 3: Complete Calendar and One-World Settings

Note: Calendar and OneWorld Settings are optional and will appear only if relevant to your account and license. 

Choose the relevant options to your account for the fields as pointed by arrows and click Next.

Step 4: Granting User Licenses

Choose one or more Employees to allocate license seats and click Next

You may click All to select/deselect all the employees for a particular product.

Step 5: Completion of Administrator Setup on NetSuite

You are done. Click Finish to go back to NetSuite.

Once Administrator has finished the setup, the individual users will get an email specifying the User level steps.

Step 6: Google Drive sync setup on Google Apps account

If you are licensed for Google Drive, you will need to install this additional CloudExtend component over your Google Apps account.To install the CloudExtend for Google Drive app, you will need to sign in to the Google Apps admin portal as a Super Admin. Make sure you are signed out of all other Google Accounts other than the one for which you need to enable CloudExtend for Google Drive.Open the app by clicking the link here. Grant access to the app. The Google drive integration should be up and running for your organization.

 

 

User Level Setup

Make sure the following steps are performed by individual users of the CloudExtend for Gmail. These are NOT to be performed by the Administrator on behalf of the users.

Step 1: Install Extension

Follow the instructions in email (screenshot of a sample email below) to complete the following:

Please follow the CloudExtend Gmail for NetSuite extension installation steps given here 

 

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