Install and Configure the Recipe

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

Install the recipe on your Oracle Integration instance. See Install a Recipe or Accelerator.

After you've installed the recipe, configure the following resources:

Configure the Oracle Salesforce Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Select Salesforce.com Instance Type Select Production or Sandbox based on your Salesforce instance type.
    API Version Enter your current Salesforce API version. To obtain the API version, see Configure Salesforce.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Salesforce Username Password Policy selected.
    Username Enter the username of the account created for Oracle Integration on Salesforce. See Configure Salesforce.
    Password Enter the password of the account created for Oracle Integration on Salesforce.

    Note:

    To the password, you must also append the security token generated for the same account.
  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 Back icon.

Configure the Oracle DocuSign Connection

  1. In the Connections section, click the connection name.
  2. In the Security section, enter the following details:
    Field Information to Enter
    Client ID Enter the integration key of the OAuth application created in DocuSign. See Configure DocuSign.
    Client Secret Enter the client secret of the OAuth application created in DocuSign.
    Scope Enter signature extended.
    Instance Type Select Sandbox.
    Account ID Enter the API account ID of your DocuSign account. See Configure DocuSign.
  3. Click Save. If prompted, click Save again.
  4. Click Provide Consent.
  5. In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in. You'll be redirected to the DocuSign login page.
  6. Enter your DocuSign account credentials and click Continue to log in.
    You'll be prompted to authorize the connection to the DocuSign application created previously.
  7. On the DocuSign web page, click ACCEPT.
    You're informed that access to DocuSign is allowed. You can now switch back to the DocuSign connection window of Oracle Integration to test your connection.
  8. 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.

  9. To return to the project workspace, click Go back Back icon.

Update Integration Properties

  1. In the Integrations section, click Actions Actions icon on the integration flow, then select Update property values.
  2. In the Update property values panel, update the integration properties with appropriate values.
    1. DocusignAccountID:: This integration property holds the unique number associated with a DocuSign account. Enter the ID of your account. See Configure DocuSign.
    2. NotificationMail: This integration property holds the email address to which run-time exception emails are sent. Enter an email address of your choice.
  3. Click Submit.

    A message confirms that the integration properties have been updated successfully.