Oracle Cloud Infrastructure Documentation

Configure Integration with Oracle Customer Experience (CX) Sales

You can establish a connection between Oracle Access Governance and Oracle CX (Sales) application as a Managed System. To configure, use Orchestrated Systems in the Oracle Access Governance Console

Configure

You can establish a connection between Oracle CX (Sales) and Oracle Access Governance by entering connection details.

Navigate to the Orchestrated Systems Page

The Orchestrated Systems page of the Oracle Access Governance Console is where you start configuration of your orchestrated system.

Navigate to the Orchestrated Systems page of the Oracle Access Governance Console, by following these steps:
  1. From the Oracle Access Governance navigation menu  icon Navigation menu, select Service Administration → Orchestrated Systems .
  2. Select the Add an orchestrated system button to start the workflow.

Select system

On the Select system step of the workflow, you can specify which type of system you would like to integrate with Oracle Access Governance.

You can search for the required system by name using the Search field.

  1. Select Oracle CX (Resource user)
  2. Select Next.

Add details

Add details such as name, description, and configuration mode.

On the Add Details step of the workflow, enter the details for the orchestrated system:
  1. Enter a name for the system you want to connect to in the Name field.
  2. Enter a description for the system in the Description field.
  3. Select Next.

Add Owners

Add primary and additional owners to the orchestrated system to manage resources.

You can associate resource ownership by adding primary and additional owners. This drives self-service as these owners can then manage (read, update or delete) the resources that they own. By default, the resource creator is designated as the resource owner. You can assign one primary owner and up to 20 additional owners for the resources.
Note

When setting up the first Orchestrated System for your service instance, you can assign owners only after you enable the identities from the Manage Identities section.
To add owners:
  1. Select an Oracle Access Governance active user as the primary owner in the Who is the primary owner? field.
  2. Select one or more additional owners in the Who else owns it? list. You can add up to 20 additional owners for the resource.
You can view the Primary Owner in the list. All the owners can view and manage the resources that they own.

Account settings

Enter details of how to manage account settings when setting up your orchestrated system including notification settings, and default actions when an identity moves or leaves the organization.

On the Account settings step of the workflow, enter how you want Oracle Access Governance to manage accounts when the system is configured as a managed system:
  1. When a permission is requested and the account doesn't already exist, select this option to create new accounts . This option is selected by default. When selected, Oracle Access Governance creates an account if one doesn't exist when a permission is requested. If you clear this option, permissions are provisioned only for existing accounts in the orchestrated system. If no account exists, the provisioning operation fails.
  2. Select the recipients for notification emails when an account is created. The default recipient is User. If no recipients are selected, notifications aren't sent when accounts are created.
    • User
    • User manager
  3. Configure Existing Accounts
    Note

    You can only set these configurations if allowed by the system administrator. When global account termination settings are enabled, application administrators can't manage account termination settings at the orchestrated-system level.
    1. Select what to do with accounts when early termination begins: Choose the action to perform when an early termination begins. This happens when you need to revoke identity accesses before official termination date.
      • Delete: Deletes all accounts and permissions managed by Oracle Access Governance.
        Note

        If specific orchestrated system doesn't support the action, no action is taken.
      • Disable: Disables all accounts and disables permissions managed by Oracle Access Governance.
        • Delete the permissions for disabled accounts: To ensure zero residual access, select this to delete directly assigned permissions and policy-granted permissions during account disablement.
      • No action: No action is taken when an identity is flagged for early termination by Oracle Access Governance.
    2. Select what to do with accounts on the termination date: Select the action to perform during official termination. This happens when you need to revoke identity accesses on the official termination date.
      • Delete: Deletes all accounts and permissions managed by Oracle Access Governance.
        Note

        If specific orchestrated system doesn't support Delete action, then no action is taken.
      • Disable: Disables all accounts and disables permissions managed by Oracle Access Governance.
        • Delete the permissions for disabled accounts: To ensure zero residual access, select this to delete directly assigned permissions and policy-granted permissions during account disablement.
        Note

        If specific orchestrated system doesn't support the Disable action, then account is deleted.
      • No action: No action is taken on accounts and permissions by Oracle Access Governance.
  4. When an identity leaves your enterprise you must remove access to their accounts.
    Note

    You can only set these configurations if allowed by your system administrator. When global account termination settings are enabled, application administrators cannot manage account termination settings at the orchestrated-system level.

    Select one of the following actions for the account:

    • Delete: Delete all accounts and permissions managed by Oracle Access Governance.
    • Disable: Disable all accounts and mark permissions as inactive.
      • Delete the permissions for disabled accounts: Delete directly assigned and policy-granted permissions during account disablement to ensure zero residual access.
    • No action: Take no action when an identity leaves the organization.
    Note

    These actions are available only if supported by the orchestrated system type. For example, if Delete is not supported, you will only see the Disable and No action options.
  5. When all permissions for an account are removed, for example when an identity moves between departments, you may need to decide what to do with the account. Select one of the following actions, if supported by the orchestrated system type:
    • Delete
    • Disable
    • No action
  6. Manage accounts that aren't created by Access Governance: Select to manage accounts that are created directly in the orchestrated system. With this, you can reconcile existing accounts and manage them from Oracle Access Governance.
  7. Do not allow users to do password resets: Select to prevent users from resetting the passwords for the orchestrated system. If the orchestrated system doesn't support password change operation, password resets are unavailable, and a message is displayed.
Note

If you don't configure the system as a managed system then this step in the workflow will display but is not enabled. In this case you proceed directly to the Integration settings step of the workflow.
Note

If your orchestrated system requires dynamic schema discovery, as with the Generic REST and Database Application Tables integrations, then only the notification email destination can be set (User, Usermanager) when creating the orchestrated system. You cannot set the disable/delete rules for movers and leavers. To do this you need to create the orchestrated system, and then update the account settings as described in Configure Orchestrated System Account Settings.

Integration settings

Enter connection details for the Oracle CX (Sales) system.

  1. On the Integration settings step of the workflow, enter the details required to connect to the Oracle CX (Sales) system.

    Integration settings
    Pre condition Parameter Name Description
    What is the host? Enter the host name from the Oracle CX (Sales) URL. For the URL 
    https://<instance-name>.fa.<region>.oraclecloud.com
    Enter <instance-name>.fa.<region>.oraclecloud.com
    What is the port number? Enter the port number. For example, 443
    How do you want to give access to the credentials?
    • From an OCI vault secret: (Recommended) Select this to use OCI Vault for managing and storing credentials.
    • Credentials received and stored in Access Governance: Select this to store credentials within Oracle Access Governance.
    OCI Vault What is the OCI tenancy OCID hosting the vault secret? Enter the tenancy OCID where you have created the vault. See Configuring OCI Vault for Credentials.
    OCI Vault What is the secret OCID for access credentials? Enter the OCI Secret OCID where you have stored credentials. See Configuring OCI Vault for Credentials.

    Note: You must add the displayed IAM policies in the root compartment of the tenancy where the vault is created.
    Credentials stored in Oracle Access Governance What is the username Enter the admin username to sign in to the Oracle Fusion Cloud Applications.
    Credentials stored in Oracle Access Governance What is the password?

    Confirm the password

    		 Enter and confirm the admin password.
    Credentials stored in Oracle Access Governance (With OCI IAM) What is the username? Enter the admin username to sign in to the Oracle Fusion Cloud Applications.
    Credentials stored in Oracle Access Governance (With OCI IAM) What is the domain url? See Finding an Identity Domain URL
    Credentials stored in Oracle Access Governance (With OCI IAM) What is the client ID? Retrieve details from OAuth application. See Fetch Confidential OAuth Application Details for Authorization.
    Credentials stored in Oracle Access Governance (With OCI IAM) What is the private key? Enter the private key in the following format: BEGIN PRIVATE KEY-----\n<your-key>\n-----END PRIVATE KEY
    Credentials stored in Oracle Access Governance (With OCI IAM) What is the certificate alias? Enter the same alias used during certificate import. See Authenticate and Authorize with OCI IAM.
    Credentials stored in Oracle Access Governance (With OCI IAM) What is the resource scope? Enter the application scope. For example:
    urn:opc:resource:faaas:fa:<INSTANCE_ID>urn:opc:resource:consumer::all
  2. Select Test Integration to verify the connection.
  3. Select Add to create the orchestrated system.

Finish Up

Finish up configuration of the orchestrated system by providing details of whether to perform further customization, or activate and run a data load.

The final step of the workflow is Finish Up.

You can select whether to further configure the orchestrated system before running a data load, or accept the default configuration and begin a data load. Select one from:
  • Customize before enabling the system for data loads
  • Activate and prepare the data load with the provided defaults

Post Configuration

There are no post configuration steps associated with a Oracle CX (Sales) system.