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.
   The list of available recipes appears.
3. Select the recipe you want to install, and click Install.
   A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.
4. Click Configure to configure the following resources using the Configuration Editor:
   • Configure the Oracle ServiceNow Connection
   • Configure the Oracle DocuSign Connection
   • Update Integration Properties

Configure the Oracle ServiceNow Connection

You must configure connection properties and log in credentials for your ServiceNow instance.

1. On the Configuration Editor page, select Oracle ServiceNow Connection.
2. Click Edit .
   The ServiceNow Connection window appears.
3. In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field. For example, https://<instance_name>.service-now.com/.
4. In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.
5. Click Save.
6. Click Test to ensure that your connection is successfully configured. In the dialog that displays, click Test again. You get a confirmation message if your test is successful.
7. Click Back to return to the Configuration Editor page.

Configure the Oracle DocuSign Connection

You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.

1. On the Configuration Editor page, select Oracle DocuSign Connection.
2. Click Edit .
   The DocuSign Connection window appears.
3. In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.
   See Create an App and Integration Key.
4. Enter signature extended in the Scope field.
5. Enter sandbox in the Instance Type field.
6. In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.

   You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign. See Create an App and Integration Key.

7. Click Provide Consent.
8. In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in.
   A browser window to grant access to DocuSign appears.
9. Enter your DocuSign account credentials, then click Authorize and grant access.
10. On the DocuSign Connection window, click Save.
11. Click Test to ensure that your connection is successfully configured. In the dialog that displays, click Test again. You get a confirmation message if your test is successful.
12. Click Back to return to the Configuration Editor page.

Update Integration Properties

You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.

1. On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.
2. Click Actions , and then click Update Property Values.
3. In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail
4. Click DocuSignAccountId, and in the New Value field, enter your DocuSign Account ID. You obtained the DocuSign Account ID while creating an app and integration key.
   See step 11 in Create an App and Integration Key.
5. Click DocuSignTemplateId, and in the New Value field, enter the Template ID that you obtained earlier.
   See Get the Template ID.
6. Click NotificationMail, and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.
7. Click Submit.
   You get a confirmation message that the integration properties have been updated successfully.