3 Install and Configure the Recipe

On your Oracle Integration instance, install the recipe to deploy and configure the integration and associated resources.

1. On the Oracle Integration Home page, in the Use a recipe/accelerator section, click View all.
2. Find the recipe you want to install, then click Get.

   A message confirms that the recipe was successfully installed, and the recipe card shows In use.

3. Click Configure on the recipe to configure its resources.

   The project workspace opens, displaying all the resources of the recipe. Configure the following resources before you activate and run the recipe.

Configure the Oracle Unity Connection

1. In the Connections section, click the connection name.
2. In the Oracle Unity URL field, enter the URL for connecting to Oracle Unity. For example, https://XXXXXX.cxunity.ocs.oraclecloud.com.

   The URL is provided when you subscribe to Oracle Unity.

3. In the Security section, enter the following details:

   Field	Information to Enter
   Security Policy	Select Resource Owner Password Credentials.
   Access Token URI	Enter the authorization server that generates the access token: https://IDCS_URL/oauth2/v1/token
   Client ID	Enter the unique random string that matches the API console project. See Configure Oracle Unity.
   Client Secret	Enter the unique random string that matches the API console project.
   Username	Enter the Oracle Identity Cloud Service username of the OAuth token request.
   Password	Enter the Oracle Identity Cloud Service password of the OAuth token request.
   Scope	Enter the list of authorization permissions for the target application. For example, read write.

4. Click OK.
5. Click Save. If prompted, click Save again.
6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

   A message confirms if your test is successful.

7. To return to the project workspace, click Go back .

Configure the Oracle FTP Connection

1. In the Connections section, click the connection name.
2. In the Properties section, enter the following details:

   Field	Information to Enter
   FTP Server Host Address	Enter the host address of your sFTP server.
   FTP Server Port	Enter 22.
   SFTP Connection	Select Yes from the list.

3. In the Security section, enter the following details:

   Field	Information to Enter
   Security Policy	Select FTP Server Access Policy.
   User Name	Enter the user name to connect to your sFTP server.
   Password	Enter the password to connect to your sFTP server.

4. Click Save. If prompted, click Save again.
5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

   A message confirms if your test is successful.

6. To return to the project workspace, click Go back .

Configure the Oracle REST SFMC Connection

1. In the Connections section, click the connection name.
2. In the Properties section, enter the following details:

   Field	Information to Enter
   Connection Type	Select REST API Base URL.
   Connection URL	Paste the URL without trailing (/) copied from Salesforce Marketing Cloud. See Configure Salesforce Marketing Cloud.

3. In the Security section, enter the following details:

   Field	Information to Enter
   Security Policy	Select OAuth Custom Two-Legged Flow.
   Access Token Request	Enter the client id, client secret, account id and auth url copied from Salesforce Marketing Cloud in the below format. Append v2/token in the auth url. To generate client id and secret, see Configure Salesforce Marketing Cloud. -X POST -H 'Content-Type:application/json' -d '{ "grant_type": "client_credentials", "client_id": "<client id>", "client_secret": "<client secret>", "account_id": "<account id>" }' 'https://mc4nwk3rs1n1tm8lm4qgd1g448hm.auth.marketingcloudapis.com/v2/token'

4. Click Save. If prompted, click Save again.
5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

   A message confirms if your test is successful.

6. To return to the project workspace, click Go back .

Configure the Oracle SOAP SFMC Connection

1. In the Connections section, click the connection name.
2. In the Properties section, enter the SOAP WSDL URL in the WSDL URL field. See Configure Salesforce Marketing Cloud.
3. In the Security section, enter the following details:

   Field	Information to Enter
   Security Policy	Select Username Password Token.
   Username	Enter the Username. See Configure Salesforce Marketing Cloud.
   Password	Enter the Password.

4. Click Save. If prompted, click Save again.
5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

   A message confirms if your test is successful.

6. To return to the project workspace, click Go back .

Configure the Oracle REST OIC Invoke Connection

1. In the Connections section, click the connection name.
2. In the Properties section, enter the following details:

   Field	Information to Enter
   Connection Type	Select REST API Base URL.
   Connection URL	Paste the URL of the Oracle Integration instance in the below format.

3. In the Security section, enter the following details:

   Field	Information to Enter
   Security Policy	Select Basic Authentication.
   Username	Enter the Username of the Oracle Integration instance.
   Password	Enter the Password of the Oracle Integration instance.

4. Click Save. If prompted, click Save again.
5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

   A message confirms if your test is successful.

6. To return to the project workspace, click Go back .

Configure the Oracle REST OIC Trigger Connection

1. In the Connections section, click the connection name.
2. In the Security section, select the Security Policy as OAuth 2.0 Or Basic Authentication.
3. Click Save. If prompted, click Save again.
4. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

   A message confirms if your test is successful.

5. To return to the project workspace, click Go back .

Configure the Lookup Tables

The recipe contains the following four lookup tables. Edit the lookup tables to enter appropriate values for the lookup keys.

• ORACLE-BRT-UNITY_SFMC_PROPERTIES: Used to configure the FTP file details in which the customer segments are stored.

  Key	Description	Example
  FileDirectory	Stores the location of the FTP file directory that has the customer segments.	/home/users/org-name /customers/inbound
  RetryCount	Stores the number of retries when a transient error occurs.	3
  ArchiveEnabled	Stores the flag to identify if the file must be archived after being processed successfully.	Y
  ArchiveDirectory	Stores the location of the FTP directory that stores the archived files with customer segments.	/home/users/org-name /customers/archive
  CustomerDataExtensionKey	Stores the ID of customer data extension in Salesforce Marketing Cloud. It is a unique value that identifies the data extension and is used to identify the data extension with an API call.	5C2EF345-4A12-405C-BDCE-BE358139DC44
  SFMCPageSize	Stores the ideal pagination value for the Oracle FTP SFMC DataExtension Import integration.	250
  EmailFrom_Success	Stores the email address from which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful.	[e-mail]
  EmailTo_Success	Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful.	[e-mail]
  EmailSubject_Success	Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful.	Unity to SFMC Customer Import Successful
  EmailFrom_Failure	Stores the email address from which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful.	[e-mail]
  EmailTo_Failure	Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful.	[e-mail]
  EmailSubject_Failure	Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful.	Unity to SFMC Customer Import Failure
  MaxFileCount	Stores the maximum number of files that can be processed in one instance. Ensure that the processing time doesn’t exceed six hours limit for a scheduled instance. The maximum possible value is 100.	100
  MaxInstanceCount	Stores the maximum number of instances that a run can span across in case the processing is not completed in one instance. Note: Ensure that processing is complete before next scheduled run.	10
  ClearBeforeImport	Stores the flag to identify if recipe clears the old data before importing the new data in the customer import data extension.	Y
  CustomerSegmentName	Stores the Customer Segment Name.	Unity_SFMC_MasterCustomer
  UnityTenantId	Stores the Unity Tenant Id.	100046

• ORACLE-BRT-SFMC_UNITY_PROPERTIES: Used to configure the data extension that stores the campaign results in Salesforce Marketing Cloud.

  Key	Description	Example
  ResultsDataExtensionKey	Stores the external key of the results data extension in Salesforce Marketing Cloud. This value is passed in the Automation Setup integration.	ResultsDataExtensionName
  ResultsDataExtensionName	Stores the name of the results data extension in Salesforce Marketing Cloud. This value is passed in the Automation Setup integration.	Unity_CampaignResults_DE
  MarketingMedium	Stores the medium of the marketing campaign.	Email
  MarkeingSource	Stores the source application of the marketing campaign.	Salesforce Marketing Cloud
  EmailFrom_Success	Stores the email address from which a message is sent whenever the campaign results import from Salesforce Marketing Cloud to Oracle Unity is successful.	[e-mail]
  EmailTo_Success	Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful.	[e-mail]
  EmailSubject_Success	Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful.	Unity to SFMC Customer Import Successful
  EmailFrom_Failure	Stores the email address from which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful.	[e-mail]
  EmailTo_Failure	Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful.	[e-mail]
  EmailSubject_Failure	Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful.	Unity to SFMC Customer Import Failure
  UnityPageSize	Stores the maximum number of records that can be passed to Oracle Unity in an invoke request.	500
  UnityRetryCount	Stores the maximum number of retries in case Oracle Unity invoke request fails.	3
  MaxIterationCount	Stores the maximum number of Salesforce Marketing Cloud iterations with an iteration size of 2500 records. Ensure that the processing time doesn’t exceed six hours limit for a scheduled instance.	100
  MaxInstanceCount	Stores the maximum number of instances that a run can span across in case the processing is incomplete in one instance. Note: Ensure that the processing gets completed before next scheduled run.	20

• ORACLE-BRT-SFMC_UNITY_EVENT_TYPE: Represents the mapping between event types in the instances. For instance, SentEvent is mapped with Sent.

  Event Type in Salesforce Marketing Cloud	Event Type in Oracle Unity
  SentEvent	Sent
  OpenEvent	Opened
  ClickEvent	Clicked
  BounceEvent	Bounced

• ORACLE-BRT-SFMC_UNITY_MONTH_OF_YEAR: Used to map the calendar months between the instances.

1. In the Lookups section, click the lookup name.
2. Edit the lookup table as necessary.
3. Click Save. If prompted, click Save again.
4. To return to the project workspace, click Go back .