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 such as creating and viewing reports, see the Oracle Retail Science Cloud Services User Guide.

Oracle Support

It is considered to be a best practice to have all Oracle Retail Science 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

Oracle Identity Cloud Service User and Group Management

Oracle Identity Cloud Service (IDCS) provides an innovative, fully integrated service that delivers all the core identity and access management capabilities through a multi-tenant Cloud platform.

For instructions on managing users and groups in IDCS, follow the Manage Users and Groups IDCS document at the following URL:

https://docs.oracle.com/en/cloud/paas/identity-cloud/index.html

User Creation

Before users can access the ORASE 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 appears.

4. Under Basic Information, enter the following:

   • First Name

   • Last Name

   • For Organization, enter Retail

   • For User Type, enter Full time employee

   • E-mail: Email address of the employee

5. Under Account Settings, enter:

   • User Login: <firstname>.<lastname>

   • Password:

   • Confirm Password

   Figure 1-3 Complete User Information

   
   

6. Click Submit.

Assigning Members to a Role

To assign members to a role, complete the following:

1. Log into the OIM application.

2. Click Users.

   Figure 1-4 Select Users

   
   

3. Click oim.test user.

   Figure 1-5 oim.test User

   
   

4. Click the Roles tab.

   Figure 1-6 Roles Tab

   
   

5. Click the Request Roles button.

   Figure 1-7 Request Roles Button

   
   

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

   Figure 1-8 Adding Roles to the Cart

   
   

7. Click Next.

   Figure 1-9 Add Access Request

   
   

8. Click Submit.

   Figure 1-10 Submit Access Request

   
   

   The role is now assigned to the User.

   Figure 1-11 User Details

   
   

Oracle Retail Science Default Enterprise Roles

Oracle Retail Science is built with role-based access. Permissions are associated with roles.

The following roles are available:

Table 1-1 User Roles

Module	Job Role	Role Description
CDT	ANALYTIC_EXPERT_JOB	A user who understands the retailer's business, has some business analytics training, and has been trained in the use of the CDT application.
DT	ANALYTIC_EXPERT_JOB	A user who understands the retailer's business, has some business analytics training, and has been trained in the use of the DT application.
ASO	CATEGORY_MANAGER_JOB	Product-assortment-centric user who is interested in viewing ASO results and in the translation of data between CMPO, Retail Analytics, and ASO.
	SPACE_PLANNER_JOB	A Store Planner is a corporate employee with responsibility for designing the layout of floor plans, department sizes, and locations, the layout of fixtures and aisles, applying health, safety and welfare guidelines, and managing and publishing floor-plan versions. This user is also responsible for day-to-day micro-space optimization activities.
	MERCHANDISING_ANALYST_JOB	Main business user responsible for day-to-day micro-space optimization activities.
	SPACE_ADMINISTRATOR_JOB	Responsible for general system setup and configuration tasks related to the business.
	FORECAST_MANAGER_JOB	Responsible for analytical configuration, testing, and model diagnosis.
AC	ASSORTMENT_PLANNER_JOB	The Assortment Planner is responsible for creating the category assortments that meet the roles, strategies, and tactics set for the category by the Category Manager. Multiple category assortments are created for each cluster or store. One planner can be responsible for multiple categories.
	MERCHANDISER_JOB	A Store Merchandiser (or In-Store Merchandiser) is an hourly employee who executes the placement and assembly of retail fixtures, the adjustment of shelves, and the arrangement and placement of products on the shelves in accordance with CAD drawings and planograms.
	CLUSTERING_ADMINISTRATOR_JOB	Plans, builds, and analyzes store clusters based on a variety of store and category attributes to support assortment, pricing, and space planning business processes in the Store Clustering Module.
CS	ASSORTMENT_PLANNER_JOB	The Assortment Planner is responsible for creating the category assortments to meet the roles, strategies, and tactics set for the category by the Category Manager. Multiple category assortments are created for each cluster and or store. One planner can be responsible for multiple categories.
	MERCHANDISER_JOB	A Store Merchandiser (or In-Store Merchandiser) is an hourly employee who executes the placement and assembly of retail fixtures, the adjustment of shelves, and the arrangement and placement of products on the shelves in accordance with CAD drawings and planograms.
	CUSTOMER_ANALYST_JOB	Responsible for developing customer segments and analyzing their customer shopping and buying behavior to determine customer differentiation, trends, and opportunities in the Customer Segmentation Module.
	MARKET_ANALYST_JOB	Responsible for reviewing customer segments with business experts, suited (distinctly) for targeted promotion, category and assortment planning, targeted pricing, customer, and market basket analytics in the Customer Segmentation Module.
	CUSTOMER_SEGMENT_ADMINISTRATOR_JOB	Responsible for analytical defaults and configuration, testing, and model diagnosis. This includes Filter, Sampling, and Attribute Mining in the Customer Segmentation Module.
AE	ATTRIBUTE_EXTRACTION_JOB	A user who is familiar with the retailer's product categories and has been trained in the use of the Attribute Extraction.
RSP Administration	ADMINISTRATOR_JOB	A user who understands all the parameters driving the application and is responsible for their configuration. The user is also responsible for integration configuration and management of credential store for CE, RPM, and so on.
RL	RETURN_LOGISTICS_JOB	A user who is familiar with the retailer's product categories and has been trained in the use of the AE application.
SA	SOCIAL_ANALYTICS_JOB	A user who understands the retailer's business, has some business analytics training, and has been trained in the use of the SA application.
Attribute Binning	ATTRIBUTE_BINNING_JOB	A user who understands the retailer's business, has some business analytics training, and has been trained in the use of the CDT application and attribute binning application.
PRO	PRICING_ADMINISTRATOR_JOB	Responsible for the general system setup and configuration tasks related to the business.
	PRICING_MANAGER_JOB	A user who is responsible for the analytical configuration, testing, and model diagnosis. The user oversees the work done by the pricing analyst.
	PRICING_ANALYST_JOB	Main business user responsible for day-to-day pricing optimization activities (e.g., creating scenarios).
	BUYER_JOB	User who is responsible for a department or departments and who makes the budget decision for pricing recommendations, approves or rejects the OO run, and is responsible for the translation of data between OO and Oracle Retail Price Management (RPM) and Oracle Retail Customer Engagement (CE).
	TARGETED_OFFER_JOB	User (probably works in marketing department) who is responsible for accepting or rejecting targeted offers that are sent out to customers.
HOS	HOS_FORECAST_ANALYST_JOB	A user who understands the restaurant's business, has some business analytics training, and has been trained in the use of the Forecasting application.
	HOS_FORECAST_CORPORATE_ANALYST_JOB	A Corporate Analyst is responsible for ensuring the efficient running and profitability of multiple stores in a restaurant chain. This user works with the store manager to review and override the daily sales forecasts, as needed.
	HOS_FORECAST_STORE_MANAGER_JOB	A Store Manager is responsible for overseeing stock levels and ordering supplies to meet the restaurant's profitability and quality goals.
		This user reviews, overrides, and approves the daily sales forecast of menu item groups. The store manager is typically responsible for one store.
MR	MENU_RECOMMENDATION_JOB	A user who understands the restaurant's business, has some business analytics training, and has been trained in the use of the Menu Recommendation.
IW	DATA_SCIENCE_ANALYST_JOB	Data Science Retailer Analyst who uses Innovation Workbench using APEX Workspace. This user is a developers who create and edit applications, monitor workspace activity, and view dashboards.
	DATA_SCIENCE_ADMINISTRATOR_JOB	Data Science Retailer Administrator who uses Innovation Workbench using APEX Workspace. This user is a workspace administrators who perform administrator tasks specific to a workspace such as managing user accounts, monitoring workspace activity, and viewing log files.
	DATA_SCIENCE_OLDS_ANALYST_JOB	Data Science Retailer Analyst who uses Innovation Workbench using Python Notebook. This user is a developers who manage and executes paragraphs in Python Notebook
MBI	MARKET_BASKET_ANALYSIS_JOB	A user who understands the retailer's business, has some business analytics training, and is responsible for reviewing sales transaction affinity analysis.
Chatbot	CHATBOT_SERVICE_JOB	Conversational AI Role to enable integration between Retail Science and Oracle Chatbot.
	CHATBOT_QNA_VIEW_JOB	Conversational AI Role to enable frequently asked question type of bot conversations.
	CHATBOT_VIEW_JOB	Conversational AI Role to enable real time bot conversations.
SPO	SIZE_PROFILE_OPT_JOB	A user who understands size and profile estimations and is able to review and submit them for the retailer's business.
POS Log	POSLOGS_SERVICE_JOB	Point of Sales broadcast listener roles to enable integration between Retail Science and Oracle XStore.

Note that in stage and pre-production environments, users are assigned roles that are appended with _PREPROD.

Revoking Role Membership

To revoke the membership of a member in a role:

1. Log into the OIM application.

2. Click Users.

   Figure 1-12 Select Users

   
   

3. Click oim.test user.

   Figure 1-13 Select Role to Revoke Users

   
   

4. Click the Roles tab.

   Figure 1-14 Roles Tab

   
   

5. Select the Role you want to revoke and click the Remove Role button.

   Figure 1-15 Remove Roles Button

   
   

6. In the Remove Roles screen, click Submit.

   Figure 1-16 Remove Roles Screen

   
   

Deleting a User or Disabling User Privileges

To delete or disable a user

1. Log into the OIM application.

2. Under Administration, click Users.

   Figure 1-17 Select Users

   
   

3. Select the user and click Disable or Delete as necessary.

   Figure 1-18 Delete and Disable

   
   

4. You can also Lock or Unlock a particular user from the same screen if needed.

Resetting a User Password

To reset the password of a user:

1. Log into the OIM application.

2. Under Administration, click Users.

   Figure 1-19 Select Users

   
   

3. Click the Search tab and then select on the User you want to reset the password.

4. Click Reset Password.

   Figure 1-20 Reset Password Button

   
   

5. In the Reset Password screen, make sure Auto-generate the Password is selected and Click Reset Password. (The system will auto-generate the password and then email it to the user.)

   Figure 1-21 Reset Password

   
   

Approve Requests from User

Users can also request for the Roles or revoke those that are available for them to access the RIS Service. Here are the steps to approve the request from the User.

1. Log into OIM Application.

2. Click Pending Approvals.

   Figure 1-22 Select Pending Approvals

   
   

3. Click the Action that is assigned to you.

   Figure 1-23 Pending Approvals Tab

   
   

4. Click the Claim button.

   Figure 1-24 Claim the Pending Approval

   
   

5. Click Approve or Reject.

   Figure 1-25 Approve Pending Approval

   
   

6. Once done, the request is completed.

Approve Requests from User for Multiple Roles

Users can also request for the multiple Roles or revoke them if they are available for them to access the RIS Service. Here are the steps to approve the request from the User.

1. Log into OIM Application.

2. Click Pending Approvals.

   Figure 1-26 Select Pending Approvals

   
   

3. Click on the Action that is assigned to you.

   Figure 1-27 Pending Approvals Tab

   
   

4. Click the Claim button.

   Figure 1-28 Claim the Pending Approval

   
   

5. Click Approve or Reject.

   Figure 1-29 Approve Pending Approval

   
   

6. Once done, if approved, the request is split into multiple requests, one for each role for each user. Approve all of them by following steps 3 to 5.

7. Once all the requests are approved, all the roles will be assigned to users.

Note: The customer administrator can request multiple roles for multiple users. Once this request is made, the customer administrator is required to approve the request using the Approve Requests from User for Multiple Roles process.

Importing a Batch of User Accounts

If you have batch of users that have to be created, the Oracle team can bulk load the users into the OIM Application. When users are bulk loaded their initial password will be set to the current password of a template user. The new users will be required to change their password on first login.

To request the creation of accounts by bulk loading, follow these steps.

1. Create CSV file listing all users to create (see example below).

2. Create or identify a user to whose password will be used as the initial password for all created users.

3. Open an SR with Oracle support and provide the CSV file and user from steps 1 and 2.

   ##################
    filename.csv
   ###################
   ##########################################
   USR_LOGIN,USR_FIRST_NAME,USR_LAST_NAME,USR_EMAIL,ORG_NAME
   ce.admin1,ce,admin1,[e-mail],Retail
   ce.admin2,ce,admin2,[e-mail],Retail
   ce.admin3,ce,admin3,[e-mail],Retail
   ce.admin4,ce,admin4,[e-mail],Retail
   ce.admin5,ce,admin5,[e-mail],Retail
   ce.admin6,ce,admin6,[e-mail],Retail
   ce.admin7,ce,admin7,[e-mail],Retail
   ce.admin8,ce,admin8,[e-mail],Retail
   ce.admin9,ce,admin9,[e-mail],Retail
   ce.admin10,ce,admin10,[e-mail],Retail
   ##########################################
   

Bulk Role Membership Update (Optional)

If you have a number users that have roles to be assigned to, the Oracle team can bulk update the role membership into the OIM Application.

To update the membership of the by bulk update, follow these steps.

1. Create CSV file with the user role mapping. Note that the user name must be in upper case (see example below).

2. Open an SR with Oracle support and provide the CSV file and user from steps 1.

   ##################
    role.csv
   ###################
   ##########################################
   UGP_NAME,USR_LOGIN
   Role1,CE.ADMIN1
   Role2,CE.ADMIN1
   Role1,CE.ADMIN2
   Role3,CE.ADMIN3
   Role4,CE.ADMIN4
   Role5,CE.ADMIN5
   Role6,CE.ADMIN6
   Role7,CE.ADMIN7
   Role8,CE.ADMIN8
   Role2,CE.ADMIN8
   Role2,CE.ADMIN9
   ##########################################
   

Note: If you want more than one role attached to a particular user, add one more row with the role that you want the user to have and the user name. Refer to the CE.ADMIN1 in above table for example.

Nightly Batch File Uploads

This section describes the file upload process. For details regarding file contents and formatting refer to the Oracle Retail Science Cloud Services Implementation Guide. The Private/Public Keys must be generated and the public Key must be associated with your SFTP Account for the file uploads. The Adding Authorized Keys section describes the step-by-step method to generate the Keys (2048 bit RSA Keys).

Adding Authorized Keys

Here is the process to generate a 2048 bit RSA key and add the same to the SFTP server. This is done with the help of WinSCP tool on Windows. However, the same can be done using ssh-keygen on Linux as well.

1. Launch WinSCP and select Tools -> Run PuttyGen.

2. Select "SSH-2 RSA" for the type of key to generate and enter "2048" for the number of bits in a generated key field. Click Generate.

   Figure 1-30 Key Generator

   
   

3. Move the mouse over the blank space in the window until the key is generated.

   Figure 1-31 Key Generator Progress

   
   

4. Once the key is generated, click the Save public key button to save the public key to a file.

5. Click the Save private key button to save the Private key to a file. Confirm to save it with/without a passphrase.

6. Open an SR with Oracle Support, to associate the Public half of the Key with your SFTP account (attach the Key with the SR).

Steps – Log into WinSCP

The Upload steps uses the private key generated in the earlier section.

1. Launch WinSCP and connect to <SFTP Server> using port 22.

2. Enter the username and click Advanced.

3. Click Authentication.

4. In the Private Key File field, click the Browse button and select the private key created in the earlier section.

   Figure 1-32 Advanced Site Settings Dialog

   
   

5. After loading the private key file, click OK.

   Figure 1-33 Private Key File Loaded

   
   

6. Click Login. The window does not prompt for a password and logs into the SFTP server. Provide a passphrase if one has been set up.

Steps to Upload the Batch File

Log into the WinSCP by following the Steps – Log into WinSCP section.

1. Transfer all data files to the directory /<SFTP User>.

2. Create a directory called COMMAND under /<SFTP User>if it does not already exist.

3. Change to the /<SFTP User>/COMMAND directory.

4. Transfer an empty file called COMPLETE.

Export File Downloads

Log into the WinSCP by following the Steps – Log into WinSCP section. Here is the download file process.

1. Change directory to /<SFTP User>/EXPORT.

2. Download all data files.

Archiving_Reports – Agent Creation and Execution

1. After creating an Analysis (report) that must be refreshed and saved to a file for downloading, from the OBIEE home screen select New -> Agent.

   Figure 1-34 Create a New Agent

   
   

2. After setting the schedule for the Agent execution, go to the Delivery Content tab and select the analysis report.The other settings on this tab such as format will be overridden by other selections on the Actions tab.

   Figure 1-35 Delivery Content Tab

   
   

3. Ignore the Recipients and Destinations tabs. Go to the Actions tab and add a new Action that Invokes a Java Method.

   Figure 1-36 Action Tab

   
   

4. Select "REPORT ARCHIVE EJBs / biserver / ArchiveReports / BIReportArchieveApplication-ArchiveReports-ArchiveReports / ArchiveReport".

   Figure 1-37 Select Java Method

   
   

5. Enter the filename that the report must be written to and select Delivery Content.

   Figure 1-38 New Action Window

   
   

6. Click the small black page icon with the turned corner and select the file format to be written, then click OK.

   Figure 1-39 Select File Format

   
   

7. Click Save Agent and give the Agent a name. At this point the Agent has been defined and will execute according to the defined schedule.

   Figure 1-40 Save the Agent

   
   

8. If you would like to do an immediate execution of the Agent, you can click Run Agent Now.

   Figure 1-41 Execute the Agent

   
   

   The following dialog box displays while the agent is running:

   Figure 1-42 Running Agent Dialog Box