Contents

List of Figures

Title and Copyright Information

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Preface

• Audience
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
• Conventions

1 Overview

• Logging Service Requests (SRs)

2 Configure SFTP for File Transfers

• Adding Authorized Keys
• Uploading Batch Files
• Download Batch Files

3 Managing User Security

• Managing Users in Identity Cloud Service
• Managing Users in Oracle Identity Management
• Managing Application Administrator Access
• Managing Roles, Duties, and Privileges in the Merchandising Suite
• Manage Duties
• Manage Role Mappings
  • Duplicate
  • Delete
  • Select and Add
  • Remap
• Policy Patching
  • Copy to Custom
  • Sync
  • View Permissions
  • Overwrite Custom Policies
  • Import Custom Policies
  • Refresh
• Policy Backups
  • Create
  • Delete
  • Download
  • Restore
  • Refresh

4 Manage Data Filtering

• Users and User Roles
  • Adding a User
  • Updating a User
  • Deleting a Security User
  • Managing User Roles
  • Uploading Changes
• Security Groups
  • Managing Security Groups
  • Managing Security Group Translations
  • Uploading Changes
• Associate Users to Groups
  • Managing Group / User Associations
  • Uploading Changes
• Filter Groups
  • Managing Group / Organization Associations
  • Managing Group / Merchandise Associations
  • Uploading Changes
• Associate Locations to Groups
  • Create an association between a user group and locations
  • Updating an association between a user group and locations
  • Deleting an association between a user group and locations
  • Uploading Changes
• Order Approval Amount by Role
  • Add Order Approval Amounts
  • Update Order Approval Amounts
  • Delete Role Privileges
  • Uploading Changes

5 Other Settings

• Notifications
• Asynchronous Tasks
• Application Properties
  • Enabling Attachments
  • Enabling Finance Drill to Finance and Reports
  • Enabling Slack Integration
    • Create a Slack App
    • Configure Slack in App Server
    • Configure Slack in an Application

6 Data Viewer

• Workspace
• Users and Roles
• Create a Workspace Viewer