Ordering and Activating OTBI Enterprise

Order and activate OTBI Enterprise.

1. Place an order for OTBI Enterprise with your Oracle sales representative.

   Once you are set up with an account, you can complete your order by logging in to My Account.

   1. In the Place OTBI Enterprise Paid Order dialog, select your Account Name and Data Region.
   2. Select Add Activator and enter an Activator Email address.

      This user is the default administrator for the service, responsible for initial creation of users and roles.

   3. Select plans for the OTBI Enterprise service and the included Storage service.
2. Click Place Order.
   An activation email with the subject, “Welcome to Oracle Cloud: Complete your paid order” is sent to the email address that you specified as an activator.
3. When you receive the activation email, click Complete My Order.
   The Assign Service Details page of Oracle Cloud My Account Order Activation is displayed in your browser, where you assign service details, create an identity domain, and verify associations between OTBI Enterprise and Oracle Storage Cloud Service.
4. Under Account, select the language and time zone.
5. Under Account Administrator, provide the user name and first and last name of the user that you wish to designate as an administrator for the Cloud account.

   The user name is specified as an email address for the user.

6. Under Identity Domain, select one of the following options, depending on whether you want to create a new identity domain or use an existing Fusion identity domain for single sign-on.
   1. To use an existing identity domain, for example an Oracle Fusion identity domain, select the identity domain. The Administrator information is automatically populated with the Fusion identity store administrator’s details. For single sign-on to work for a specific Fusion user, the user has to have a corresponding user in the Oracle Public Cloud Shared Identity Management with the same email as the Fusion username and with appropriate roles.
   2. To create a new identity domain, select Create New Identity Domain from the Name drop-down menu, then enter a name for the identity domain. Provide the email, user name, and first and last name of the identity domain administrator you want to designate.
7. Under Oracle Transactional Business Intelligence Enterprise Cloud Service, enter an email, user name, and first and last name for the service administrator.

   This administrator is assigned the predefined Identity Domain Administrator role necessary to manage the Oracle Public Cloud Shared Identity Management, and is responsible for setting up and assigning Enterprise Roles required by OTBI Enterprise. For more information, see About Required Enterprise Roles.

8. Provide details of the service administrator for the Oracle Storage Cloud Service.
9. Click Next.
10. On the Service Associations page, verify that the association between your OTBI Enterprise and the required Oracle Storage Cloud Service has been established.
11. Click Next.
12. On the Activate Services page, verify the details that you have specified for the services, then click Activate.
13. On the Review Summary page, verify that both services are activated, then click Close.
    Once the order is activated, the test environments are provisioned in the Oracle Cloud. This process takes approximately 4.5 hours, after which the designated administrators for the Cloud services receive emails with the subject, “Welcome to Oracle Cloud. Your services are ready.” This email includes links and a user name and temporary password for logging in to My Services and the OTBI Enterprise service.
14. Under the OTBI Enterprise section, click the Service URL to launch the service.
15. On the Oracle Cloud login page, enter the User Name, Password, and Identity Domain as listed in the Welcome email and click Sign In.
16. In the Identity Self Service page, reset your temporary password.
    1. Enter your temporary password as the Old Password.
    2. Enter and retype your New Password.
    3. Register three challenge questions for your account using the Question and Answer drop-down menus.
    4. Click Submit.
    You are logged in to the OTBI Enterprise service.

    Note:

    Until a user has been assigned an Enterprise Role with appropriate privileges, access to OTBI Enterprise dashboards and analyses is prohibited. This includes the provisioned Administrator.
17. In the Welcome email, click the My Services URL to open the My Services dashboard, where you can view service metrics for OTBI Enterprise and the Cloud Storage Service. My Services is also where you access the Users tab to create required Enterprise Roles and add users and assign roles to manage security.
18. Log in using your credentials and add Enterprise Roles, additional users, and assign roles.

Follow the workflow in Setting Up Security in OTBI Enterprise.