Request and Access Starter Configuration

The Starter Configuration is a ready-to-use test environment that showcases how end-to-end business flows work in Oracle Cloud Applications, complete with predefined configurations, sample data, and user roles. You can request and access Starter Configurations in Oracle Cloud Success Navigator.

Before requesting a Starter Configuration, be sure to read and understand the information in the Starter Configuration Journey topic. It provides details about Starter Configurations, how to use them to visualize business processes, and how they demonstrate Oracle's leading practices.

Request a Starter Configuration

Requesting a Starter Configuration is a multi-step process where you review begin the request in the Journey, and then on the Request a Starter Configuration page provide your instance details, personalize the data, and finalize the deployment.

The Request a Starter Configuration page includes these steps:

  • Provide your Test environment details—Start at this step by selecting product line and pillar, get access to enablement resources, and provide Test environment information.
  • Personalize enterprise information—Personalize the enterprise section with your organization details to tailor the starter configuration environment to your enterprise context. You can also review the default values from this page. Personalization is optional, and you can proceed with the default values if you want.
  • Choose country and personalized master data—Select the countries and tailor master data settings as needed to match your organizational and regional requirements.

    Note:

    Country selection will be skipped in the case of EPM.
  • Preview and deploy—Before you complete the request, review your selections and go back if needed.

    Note:

    Personas and use cases are tailored based on the country you select.

To request a Starter Configuration:

Go to the Journey

Starter Configuration requests begin in the Journey. Review the information available from this page before you begin the request process.

  1. Start from the home page or the menu.
    • On the home page, select Select in the Configurations section, and then select Add a Starter Configuration.
    • On the menu, select Starter Configuration.
  2. Review the content and video on the Starter Configuration page in the Journey.
  3. When ready, select Request a Starter Configuration in the top section.

Step 1: Provide your Test Environment Details

The Request a Starter Configuration page includes four steps: Provide your Test environment details, Personalize enterprise information, Choose country and personalize master data, and Preview and deploy. In the Provide your Test environment details step, you'll define the type of Starter Configuration (product line and pillar), get access to enablement resources, and provide Test environment information.

  1. On the Request a Starter Configuration: Provide your Test environment details step, select a Product Line and one or more Pillars.
    After selecting these items, the Instruction section updates to provide tailored assistance based on your selections.

    Note:

    • Multiple pillars can be selected only for a single Product Line.
    • The CPQ pillar is designed with an inherent dependency on Sales, so you must provide both CPQ and Sales details to initiate a CPQ starter.
  2. Download and read the instructions and watch the video.
  3. Add the credentials from your Test environment.
  4. Add required URLs.
    • For Fusion products, enter the the Application URL of your Test environment.
    • For EPM, add up to 5 unique, valid test environment URLs corresponds to a product within EPM like ARCS, FCC, NR etc.
      • Each test URL must be unique and valid.
      • Narrative Reporting needs Financial Consolidation and Close.
  5. Enter a default password for the Starter Configuration personas.

    Note:

    • The default password entered is securely stored and will be required for post-deployment login. Users are prompted to save this password, and a reminder is displayed on the Access page.
    • This is applicable only for fusion instances.
  6. Enter the name for your Starter Configuration.
  7. Address any validation errors before moving forward.
  8. Select Continue to proceed with personalization.

Step 2: Personalize Enterprise Information

  1. On the Personalize Configuration step you can edit various aspects of the Starter Configuration depending on the pillar you selected. Examples include the enterprise name, enterprise logo, persona names, and profile pictures. Select Edit Editmake your changes, and then select Update.
  2. Select Continue to proceed with country selection.

Step 3: Choose Country and Personalized Master Data

  1. On the Choose country and personalized master data step, select the countries to customize your starter configuration.
  2. After country selection, you can personalize various aspects of the Starter Configuration related to your selected pillars and countries.
  3. Select Continue to preview the setup and deploy.

    Note:

    Country selection will be skipped in the case of EPM.

Step 4: Preview and Deploy

  1. On the Preview and Deploy step, review your setup.
  2. When ready, select Deploy.

After making the request, you'll see a message that includes a link to the Starter Configurations page. After requesting deployment, your request remains in an In Progress status until it completes. Once complete, the status updates to Deployed, and an Access button displays.

Stay informed about the status through the status emails you'll receive, in the Configurations section of the home page, and on the Starter Configurations page.

Viewing Starter Configurations

View requested deployments, including the deployment status, from the Configuration section of the home page or on the Starter Configurations page. The Starter Configurations page displays all of the requested instances and instance details. Once deployed (indicated as Deployed), users with the Admin Access Level can access the environment and additional resources via the Access button.

To access the Starter Configurations page, on the home page, select Select in the Configurations section, and then select Manage Starter Configurations.

Accessing a Deployed Starter Configuration

When your Starter Configuration is deployed and ready for use, you'll receive an email from Oracle Cloud Success Navigator. This email includes the default password for all of the persona users in the environment. Be sure to change the default password immediately after your initial login.

You can access your Starter Configuration environment and additional resources when the status is Deployed in Success Navigator.

  1. Go to the Manage Starter Configurations page. On the home page, select Select in the Configurations section, and then select Manage Starter Configurations.
  2. Select Access for any Starter Configuration has a Deployed status.
  3. Review the following resources on the the Access window:
    • Access your Starter Configuration: This has two options to explore -
      • Use Cases - They will help you view the list of user names you can use to log in, along with the applicable use cases for each user.
      • Starter Configuration Environment - It gives you access to the Starter Configuration to explore, validate, and optimize configurations before implementation.
    • OMBP and personas in Starter Configuration - You can explore the personas and Oracle Modern Best Practice (OMBP) implemented in the Starter configuration, detailing key roles, and best practices.
    • Get to know more about the Starter Configuration - You can learn more about the Starter Configuration, the fictitious multinational organization Supremo Group modeled in the Starter Configuration, and how Oracle Guided Learning can help you understand the OMBP business processes.
  4. When ready, select Access Starter Environment.