15 Configuring Contract Management

This chapter describes how to use the contract management solution pack in Oracle Enterprise Repository.

This chapter contains the following sections:

• Section 15.1, "Overview"

• Section 15.2, "Import the Contract Management Solution Pack"

• Section 15.3, "Instructions for Service Providers"

• Section 15.4, "Instructions for Service Consumers"

15.1 Overview

Contract management supports the negotiation of contracts between service providers and consumers. It also provides Terms of Use (i.e. the conditions under which service will be provided or used), and the enforcement of runtime policies in connection with the Terms of Use.

A formal contract to use services is advisable in any circumstance where access to production services is mission critical. By having advance notice of a Consumer's intent to access production services, the Provider can explicitly authorize access, plan for extra capacity, ensure policies are enforced, and manage service levels more easily for all consumers.

Contract Management provides the following:

• Service providers and consumers can articulate and negotiate service level and access requirements to avoid unset expectations in the use of services.

• Service providers can manage the service level, scalability and security risks associated with consumers coming on board to reuse their services.

• Service providers can automate a complex procedure that may entail customer acquisition, contract negotiations, the provisioning of rights, and the enforcement of policy.

• Policy Administrators are notified to enforce policies that the business requires, as specified in the contract.

15.1.1 Prerequisites

• Harvester Solution Pack (11.1.1.x.x-OER-Harvester-Solution-Pack.zip)

• Policy Solution Pack (Policy-Management-Solution-Pack.zip)

15.2 Import the Contract Management Solution Pack

A sample contract is included in the Oracle Enterprise Repository Base datapack and is imported into your Oracle Enterprise Repository instance. For more information about Oracle Enterprise Repository Import/Export capabilities, see "Import Export Tool" in Oracle Fusion Middleware User's Guide for Oracle Enterprise Repository.

15.3 Instructions for Service Providers

This is a standard agreement that consumers can use to request access to a specified service endpoint from the provider. This contract represents the agreement between [consumer] and [provider] for access to the [service name] Web Service.

15.3.1 Create the Contract

Use the Copy/Migrate option from the Oracle Enterprise Repository Asset Editor to create a new contract based on this sample.

1. Select the contract and click Edit. The Asset Editor displays.

2. Select File>Copy/Migrate. The Copy/Migrate dialog displays.

3. Enter a Name for the new contract and a Version Number.

4. Select Contract from the Type list and select an Initial State.

15.3.2 Edit the Contact

Enter provider information on the Overview tab, as well as additonal information about the contract. Do not change the consumer information fields.

1. Select the Overview tab and enter information about the provider, purpose, service charge, and so on.

2. Change the placeholder text indicated by brackets [] in the Description field.

3. Save your changes.

15.3.3 Create Relationships

For each copy of the contract, create a Prescribed Asset(s) relationship on the Taxonomy tab to the Service, WSDL and Endpoint assets governed by the contract.

1. Select the Taxonomy tab, click Add in the Relationships section. The Add Relationships dialog displays.

2. Select Relationship Type: Prescribed Assets.

3. Enter a term to Search or select List All Active Assets in the Find Assets to Relate section.

4. Select a Service, WSDL, and an Endpoint asset and confirm relationship.

15.3.3.1 Terms of Use

The Provider receives the contract request and must complete more details before sending the contract back to the consumer for approval.

Apply the Terms of Use (policy) to the service endpoint governed by this contract.

1. Make sure the endpoint is secure prior to offering consumer access to the endpoint.

2. Make a copy of the EasyLink URL for the boilerplate service contract (the copy of this asset).

3. Go to the Service asset and paste the EasyLink URL into the "{click here to request a contract to use the service endpoint}" field.

4. Optional: Delete the Instructions for Providers for the consumer version of the contract. Do not delete the Instructions for Consumers.

5. From the Overview tab, edit the Description field to remove the Instructions for Providers text.

15.4 Instructions for Service Consumers

Create a copy of this contract: Use Copy/Migrate from the Oracle Enterprise Repository Asset Editor to create your own copy of the this contract.

This procedure is performed in the Asset Editor.

1. Select the contract and click Edit. The Asset Editor displays.

2. Select File>Copy/Migrate. The Copy/Migrate dialog displays.

3. From the Overview tab, enter your information in the consumer fields. Do not change the provider information fields.

Submit your contract: The contract is submitted to the provider for approval and registration.

• From the Administration tab, click Submit.

You will receive an email notification when the provider grants access to the service.