2 Before You Install the Recipe

You must perform the following configuration tasks on Gmail, Oracle ERP Cloud and OCI Document Understanding in order to successfully connect to these external systems using Oracle Integration and create invoices in Oracle ERP Cloud.

Configure Gmail

You must perform the general configuration tasks for creating a connection. See Prerequisites for Creating a Connection.

Configure Oracle ERP Cloud

To access the Oracle ERP Cloud instance from Oracle Integration, you'll require a separate user account on Oracle ERP Cloud.

Log in to your Oracle ERP Cloud instance as an Administrator and perform the following tasks.

1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You’ll use the credentials of this user account to connect to Oracle ERP Cloud from Oracle Integration.
2. Assign required roles to the user account. For more information on the roles, see Assign Required Roles to an Integration User.

Configure Document Understanding Invoke

Configure and apply policies at the compartment level for Document Understanding users. See Apply a policy to grant MANAGE permisission in Policy to Grant Users Access to Document Understanding APIs.

Ensure that you select the same OCI compartment (where you applied the Document Understanding policies) when you configure the integration flow of the recipe to use the Document Understanding native action in Configure the Integration Flow.