Before You Install the Recipe

Perform the following configuration tasks on your Oracle CPQ, SharePoint, and Adobe Sign instances to connect to the systems through Oracle Integration and upload signed documents from Oracle CPQ to SharePoint using Adobe Sign.

Configure Oracle CPQ

Configure Oracle CPQ to enable Oracle Integration to retrieve and synchronize Oracle CPQ data.

Log in to your Oracle CPQ instance as an administrator to complete the following tasks.

1. Obtain the SOAP WSDL from the Oracle CPQ site.

   Oracle Integration uses the Oracle CPQ transaction WSDL to identify the valid data and operations that Oracle CPQ provides. For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration 3.

2. Obtain the Oracle CPQ REST catalog URL.

   The URL is used to access Oracle CPQ business resources for outbound connections. It is in the following format:

   http(s)://site_URL/rest/v3/metadata-catalog

   In this URL, site_URL is the base URL of the Oracle CPQ site. For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration 3.

3. Create an Oracle Integration user account with Web Services Only permissions.
   1. On the Oracle CPQ home page, click Admin Drawer.
   2. In the Admin navigation pane, expand Users, then click Internal Users.

      The User Administration List page is displayed.

   3. Add the user from the User Administration List page.

      For detailed information, see Setting Up Users in the Oracle CPQ online help.

4. Create an integration from Oracle CPQ to Oracle Integration.
   1. On the Oracle CPQ home page, click Admin Drawer.
   2. In the Admin navigation pane, expand Integration Platform, then click Integration Center.
   3. On the Integration Center page, click Create Integration.
   4. From the Type list, select Integration Cloud Service.
   5. Enter the integration details, then click Test to verify the connection.

      Field	Information to enter
      Name	Enter a suitable name.
      Variable Name	This field is automatically populated. Variable names can contain only alphanumeric characters and underscores. You can change the entry before saving, but the value is read-only after saving.
      Discovery URL	Enter the Oracle Integration instance URL.
      Username	Enter the user name for your Oracle Integration instance.
      Password	Enter the password for your Oracle Integration instance.

   6. Select Enable Integration, then click Save.
5. Link the integration to an existing process.
   1. On the Oracle CPQ home page, click Admin Drawer.
   2. In the Admin navigation pane, expand Commerce and Documents, then click Process Definition.
   3. On the Processes page, select the process to which you want to link the integration. From the Navigation list, select Integrations, then click List.
   4. On the Integrations page, click Add.
   5. On the Select Integration Types page, select Integration Cloud Service, then click Next.
   6. On the Edit Integration page, enter the integration details, then click Add.

      Field	Information to enter
      Name	Enter the name of the integration cloud service.
      Variable Name	The variable name is generated automatically.
      Timeout	Enter the timeout in milliseconds. For example, 60000.
      Description	Enter a suitable description, if required.
      Action	Select Export.
      Endpoint URL	Enter the Oracle CPQ integration endpoint URL.

6. Specify the action that triggers the integration.
   1. On the Processes page, select the process linked to the integration. From the Navigation list, select Documents, then click List.
   2. In the Transaction row on the Document List page, select Actions from the Navigation list, then click List.
   3. On the Action List page, click Generate Proposal.
   4. On the Admin Action page, click the Integration tab.
   5. From the Integration List box, select the integration that you created, then click the arrow to add it to the Selected Integration box.
   6. Click Update.
7. Deploy the process.

   You can now deploy the process linked to the integration.

   1. On the Processes page, select the process linked to the integration. From the Navigation list, select Deployment Center, then click List.
   2. On the Deployment Center page, select Deploy under Event Type, then click Add Event.
   3. Click Refresh.

      After the deployment is complete, the Last Deployed time is updated.

Configure SharePoint

Configure SharePoint to store files generated from Oracle CPQ.

To configure SharePoint, see Prerequisites for Creating a Connection.

Create a SharePoint site to store the files generated from Oracle CPQ. See Create a Site on Microsoft SharePoint.

Configure Adobe Sign

Configure Adobe Sign to send contract documents from Oracle Integration.

To connect to Adobe Sign from Oracle Integration and send contract documents, create an OAuth application in Adobe Sign and obtain its access keys. See Prerequisites for Creating a Connection.