1 Administrative Tasks

This chapter describes the processes for maintaining users and roles as well as batch processes. For information regarding standard end user activities like creating and viewing reports, please see the Oracle Retail Merchandising Cloud Services User Guide.

Oracle Support

It is considered to be a best practice to have all Oracle Retail Merchandising Cloud Services support requests submitted through a single point of contact for that customer environment; the client designated administrator is usually designated to perform this role.

The link to use when submitting Service Requests (SR) is:

https://support.oracle.com

User Creation

Before users can access the Oracle Retail Merchandising Cloud Services applications it is necessary to provision each user access to the system, and assign roles to each user to control what functionality will be available to them. The access provisioning is done using Oracle Identity Management (OIM). The following steps explain how to define users, assign roles and revoke access for users when needed. The OIM Application URL and the login with the required administrator access would be needed to execute the below steps:

1. Log into the OIM application.

2. Under Administration, click Users.

   Figure 1-1 Select Users

   
   

3. Under Actions, click Create.

   Figure 1-2 Select Create

   
   

   The Create User screen opens.

4. Under Basic Information, enter the following:

   • First Name

   • Last Name

   • For Organization, enter Retail

   • For User Type, enter Full time employee

   • For E-mail, enter the e-mail address of the employee

5. Under Account Settings, enter the following:

   • User Login: <firstname>.<lastname>

   • Password, enter a password

   • Confirm Password, reenter the password

   Figure 1-3 Complete User Information

   
   

6. Click Submit.

Role Creation

To create a role, complete the following:

1. Log into the OIM application.

2. Click Roles.

   Figure 1-4 Select Roles

   
   

3. Under Actions, click Create.

   Figure 1-5 Select Create

   
   

   The Create Role screen opens.

4. Under General Role Information, enter the following:

   • Name: <RoleName>

   • Display Name: <RoleName>

   Figure 1-6 Complete General Role Information

   
   

5. Click Next and provide the required details in the coming screens. For Organization, select retail. After reviewing the summary, click Finish to create the role.

   Figure 1-7 Finish Creating Role

   
   

Assigning Users to a Role

To assign users to a role, complete the following:

1. Log into the OIM application.

2. Click Users.

   Figure 1-8 Select Users

   
   

3. Click the oim.test user.

   Figure 1-9 oim.test User

   
   

4. Click the Roles tab.

   Figure 1-10 Roles Tab

   
   

5. Click the Request Roles button.

   Figure 1-11 Request Roles Button

   
   

6. Click the Add to Cart button next to the role you want to assign.

   Figure 1-12 Adding Roles to the Cart

   
   

7. Click Next.

   Figure 1-13 Add Access Request

   
   

8. Click Submit.

   Figure 1-14 Submit Access Request

   
   

   The role is now assigned to the User.

   Figure 1-15 User Details