Install and Configure the Recipe

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

  1. On the Oracle Integration home page, scroll to the Accelerators & Recipes section.
  2. Click Search All.
  3. Find the recipe package that you want to install.
  4. Select the package, and then click the Install Install icon icon.
  5. After the package is installed, click the Configure Configure icon icon on the recipe card to configure the resources deployed by the package.

    The Configuration Editor page opens, displaying all the resources of the recipe package. Configure the following resources before you activate and run the recipe.

Configure the Oracle Salesforce Connection

  1. On the Configuration Editor page, select Oracle Salesforce Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection 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.
  4. In the Security section, enter the following details.
    Field Information to Enter
    Security Policy Leave Salesforce Username Password Policy selected.
    Username Enter the user name 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.
  5. Click Save. If prompted, click Save for a second time.
  6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A confirmation message is displayed if your test is successful.
  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Oracle DocuSign Connection

  1. On the Configuration Editor page, select Oracle DocuSign Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. 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.
  4. Click Save. If prompted, click Save for a second time.
  5. Click Provide Consent.
  6. In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in.
    You'll now be redirected to the DocuSign login page.
  7. Enter your DocuSign account credentials and click Continue to log in.
    You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.
  8. 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.
  9. In the Oracle DocuSign Connection window, click Test to ensure that your connection is successfully configured.
    A confirmation message is displayed if your test is successful.
  10. Click Back Back icon to return to the Configuration Editor page. Click Save if prompted.

Update Integration Properties

Update the integration properties with appropriate values.

The recipe's integration flow contains the following properties:
  • DocusignAccountID: This integration property holds the unique number associated with a DocuSign account. Enter the ID of your account. To obtain this ID, see Step 8 in Configure DocuSign.
  • NotificationMail: This integration property holds the email address to which run-time exception emails are sent. Enter an email address of your choice.

For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.