Set Up Users and Groups

After your service instance is successfully created, set up your users and groups so they have access to the Oracle Content Management instance that you created earlier.

As a best practice, you should create groups based on the roles in your organization, which generally fall into typical organization roles. Then assign the appropriate user roles to those groups to give them access to the Oracle Content Management features they need. Finally, add users to those groups to automatically assign users the appropriate user roles.

Note:

If you're using Oracle Content Management Starter Edition, you're limited to only 5 users and IDCS groups aren't supported (only Oracle Content Management groups). To increase the number of users and take advantage of the full feature set, upgrade to the Premium Edition.

If your company uses single sign-on (SSO), you’ll want to enable SSO before you start adding users.

To set up users and groups:

  1. Create groups for your organization
  2. Assign roles to groups
  3. Add users
  4. Assign users to groups

Create Groups for Your Organization

As a best practice, you should create groups based on the roles in your organization, then assign the appropriate user roles to those groups to give them access to the features they need. Finally, add users to those groups to automatically assign users the appropriate user roles.

For a list of typical organization roles and the user roles they need, see Typical Organization Roles.

To create groups:

  1. Sign in to Oracle Cloud as the cloud account administrator. You can find your account name and login information in your welcome email.
  2. In the Infrastructure Console, click Navigation menu icon on the top left to open the navigation menu, click Identity & Security, then, under Identity, click Federation.
  3. On the Federation page, click OracleIdentityCloudService, then, on the identity provider details page, click the link to the Oracle Identity Cloud Service Console. The IDCS Console opens in a new window.
  4. In the IDCS Console, click Navigation menu icon, and then click Groups.
  5. To create a group, click Add.
  6. Enter a name and description for the group that makes clear to others what the group is used for.
  7. To allow users to request access to this group, click User can request access.
  8. Click Finish.

Assign Roles to Groups

After creating groups for your organization roles, assign the appropriate user roles to those groups to give them access to the Oracle Content Management features they need.

Although you can assign roles to users directly, it's easier to manage role assignment when you assign roles to groups and then add users to those groups.

To assign roles to groups:

  1. If you're not already in the Oracle Identity Cloud Service Console:
    1. Sign in to Oracle Cloud as the cloud account administrator. You can find your account name and login information in your welcome email.
    2. In the Infrastructure Console, click Navigation menu icon on the top left to open the navigation menu, click Identity & Security, then, under Identity, click Federation.
    3. On the Federation page, click OracleIdentityCloudService, then, on the identity provider details page, click the link to the Oracle Identity Cloud Service Console. The IDCS Console opens in a new window.
  2. In the IDCS Console, click Navigation menu icon, and then click Oracle Cloud Services.
  3. On the Oracle Cloud Services page, find the CECSAUTO_instanceCECSAUTO application (where instance is the name of the Oracle Content Management instance you created), and open it.
  4. On the CECSAUTO_instanceCECSAUTO application details page, click Application Roles.
  5. Next to the role you want to assign, click Action menu icon, and then select Assign Groups.
  6. Find and select the group you want, and then click OK.

    For a list of typical organization roles and the user roles they need, see Typical Organization Roles. For a description of the predefined roles in Oracle Content Management, see Application Roles.

Add Users

Before using your system, you need to add users, either by importing them or creating them individually.

If your company uses single sign-on (SSO), you’ll want to enable SSO before adding users.

To add users:

  1. If you're not already in the Oracle Identity Cloud Service Console:
    1. Sign in to Oracle Cloud as the cloud account administrator. You can find your account name and login information in your welcome email.
    2. In the Infrastructure Console, click Navigation menu icon on the top left to open the navigation menu, click Identity & Security, then, under Identity, click Federation.
    3. On the Federation page, click OracleIdentityCloudService, then, on the identity provider details page, click the link to the Oracle Identity Cloud Service Console. The IDCS Console opens in a new window.
  2. In the IDCS Console, click Navigation menu icon, and then click Users.
  3. Add users using one of the following methods:
    • To import users, you need to a create comma-separated values (CSV) file, and then click Import. See Importing User Accounts in Administering Oracle Identity Cloud Service.
    • To create a user, click Add. See Creating User Accounts in Administering Oracle Identity Cloud Service.

When you add users, they'll receive two emails—one asking them to activate their Oracle Cloud account, and one welcoming them to Oracle Content Management. The Oracle Cloud user account must be activated before the link expires so it can be used. You can send another invitation if necessary.

Assign Users to Groups

Assign users to groups to automatically give them the appropriate roles and permissions for Oracle Content Management.

To assign users to groups:

  1. If you're not already in the Oracle Identity Cloud Service Console:
    1. Sign in to Oracle Cloud as the cloud account administrator. You can find your account name and login information in your welcome email.
    2. In the Infrastructure Console, click Navigation menu icon on the top left to open the navigation menu, click Identity & Security, then, under Identity, click Federation.
    3. On the Federation page, click OracleIdentityCloudService, then, on the identity provider details page, click the link to the Oracle Identity Cloud Service Console. The IDCS Console opens in a new window.
  2. In the IDCS Console, click Navigation menu icon, and then click Groups.
  3. Open the group you want to assign users to.
  4. Click the Users tab.
  5. Click Assign.
  6. Select the users you want to add, and then click OK.

Now that you've deployed Oracle Content Management, you need to perform other tasks to roll out the service.