Adding an Oracle Sales Cloud Instance

After completing the necessary configurations in Oracle Sales Cloud, add or register the Oracle Sales Cloud instance in Oracle CASB Cloud Service.

Prerequisites: Complete the steps in Preparing Oracle Sales Cloud. You need the user ID and password that belongs to the dedicated user account that you created.

Note:

You should not add, or register, the same application instance more than once. An additional registration seriously impacts performance and doesn’t provide any additional information.

You can only register Oracle Sales Cloud in monitor-only mode.

1. Select Applications from the Navigation menu. If the Navigation Menu is not displayed, click the Navigation Menu icon to display it.
2. Click Add/Modify App.
3. In the Select an app type page, click the Oracle Sales Cloud icon, and then click Next.
4. On the Select an instance page:

   1. Enter a name for the instance in the Type a unique name... box.

      Any existing names appear below the name field.

   2. If users of this instance use an identity provider to log in, select The users of this app instance log in using single sign-on... and select the IDP instance from the Select an Identity Provider (IDP) instance list.

      Note:

      The identity provider instance must already be defined. See Setting Up an Identity Provider Instance.

   3. Click Next.

5. In the Select monitoring type page:
   1. Select the Monitor ERP cloud role, role memberships and privileges check box.
   2. Select the objects to be monitored.
   3. Select the I understand and explicitly approve enabling auditing... check box and then, click Next.
6. In the Enter credentials page, enter the information you specified when you created the dedicated Oracle Sales Cloud user:
   1. In the Host name field, enter the host name of the Sales Cloud service host.

      For example, mysaleshost.com.

   2. In the Username field, enter the name you entered in the User Name field when you created the dedicated user (Service User).
   3. In the Password field, enter the password you entered when you created the dedicated user.

      Do not share these credentials with another user or service.

   4. If Oracle Access Manager (OAM) integration is enabled, there is an Associate with Oracle Access Manager Integration option:

      • Select this option if you want this application instance to associate with OAM integration.

        Note:

        Ensure that you do not select this option for more than one instance of an Oracle Fusion Application (such as Oracle ERP Cloud, Oracle HCM Cloud, or Oracle Sales Cloud) in the same Oracle CASB Cloud Service tenant. Selecting this option once covers all instances of Oracle Fusion Applications on the tenant. If you select this option more than once, you will receive multiple OAM notifications for the same event.

      • Otherwise, deselect this option.

      Note:

      You must be using Oracle Access Manager version R13 18.02 and you must request that your Oracle CASB Cloud Service tenant be enabled to associate with OAM. To enable association with Oracle Access Manager, contact Oracle Support (http://support.oracle.com).  If you have not registered yet, you will need your Customer Support Identifier (CSI) in order to register to submit service request tickets.  As an alternative, you can also contact your Oracle CASB Customer Success Manager.

   5. Click Test Credentials.

      • If you see a message indicating that OAM integration has not been enabled, deselect the Associate with Oracle Access Manager Integration option. You can add OAM integration later, after it has been enabled.

      • If you selected Associate with Oracle Access Manager Integration, and Oracle CASB Cloud Service can’t resolve the OAM host name from the Host name you entered, an OAM Host name box appears with an explanatory message. enter the OAM Host name from the Service Request message response that you received in reply to the Service Request you submitted to enable OAM integration.

      • Click Test Credentials again when you are ready to proceed.

   6. When testing is done you see a success message. Click Next.
   7. Click Done.

Initial data typically begins to appear in 30 minutes to 2 hours, but can take longer in some cases. For status, check the Dashboard. If no data appears within 24 hours, contact Oracle Support.

Next Steps

By default, all business objects available for monitoring by Oracle CASB Cloud Service are selected to be monitored. If you want to modify the list of business objects to be monitored for this Oracle ERP Cloud instance, perform the steps in Updating Monitoring Properties for an Oracle Sales Cloud Instance.