1 Introduction

Review these topics to start using Oracle Cloud Infrastructure Process Automation.

Overview of Oracle Cloud Infrastructure Process Automation

Use Oracle Cloud Infrastructure Process Automation to rapidly design, automate, and manage business processes.

Key capabilities include:

  • Structured and dynamic process modeling

  • Decision modeling

  • Connectivity to outside apps and integrations

  • Web forms

  • User task management and tracking

Process Automation Product Types

Oracle Cloud Infrastructure Process Automation is available in two models - as an individual Oracle Cloud Infrastructure service, and as a service paired with a Fusion-based Oracle Cloud Applications service (such as HCM Cloud or CX Cloud).
  • Individual Oracle Cloud Infrastructure (OCI) service: When you order Process Automation as an individual service, you provision and set up the service instance from the OCI console.

    See Set Up Process Automation as an Individual Service.

  • Paired with Fusion-based Cloud applications: Process Automation instances paired with Fusion-based Oracle Cloud Applications such as Oracle Human Capital Management (HCM) Cloud or Oracle Customer Experience (CX) Cloud, are designed for you to use and extend existing out of the box features that are provided by Fusion-based Oracle Cloud Applications.

    When you get Process Automation in this way, it is automatically provisioned for you. You give team members access to the instance in the Oracle Identity Cloud Service (IDCS) application of the instance.

    See Use Process Automation with Fusion-Based Oracle Cloud Applications.

Set Up Process Automation as an Individual Service

If you want to set up Oracle Cloud Infrastructure Process Automation as an individual service, you need to perform certain provisioning and administering tasks from the Oracle Cloud Infrastructure (OCI) console.

For information on provisioning and setting up Oracle Cloud Infrastructure Process Automation as a standalone OCI service, see Administering Oracle Cloud Infrastructure Process Automation.

Use Process Automation with Fusion-Based Oracle Cloud Applications

If you have an Oracle Cloud Infrastructure Process Automation instance that is paired with a subscription to a Fusion-based Oracle Cloud Applications service, such as Oracle Human Capital Management (HCM) Cloud or Oracle Customer Experience (CX) Cloud, Oracle Cloud Infrastructure Process Automation is automatically provisioned for you.

For Oracle Cloud Infrastructure Process Automation instances that are paired with Fusion-based Oracle Cloud Applications, you use Oracle Identity Cloud Service (IDCS) to manage access to Oracle Cloud Infrastructure Process Automation. See Administering Oracle Identity Cloud Service.

Prerequisites

To use Oracle Cloud Infrastructure Process Automation with Fusion-based Oracle Cloud Applications, ensure that you have met the prerequisites listed here.

  1. Your organization must have purchased Oracle Cloud Infrastructure Process Automation for Fusion Applications.

  2. Complete any prerequisite requirements detailed in the Fusion Applications documentation.

Synchronize Users From Fusion Applications Identity Provider to IDCS Stripe

Enable and verify user synchronization in Oracle Identity Cloud Service (IDCS). IDCS is an intermediary to synchronize user accounts between your Fusion-based Oracle Cloud Applications and Oracle Cloud Infrastructure Process Automation.

  1. Sign in to IDCS as a Cloud Account Administrator.
    The URL and credentials for your IDCS instance are provided in the welcome email that you receive when you create a new cloud account.
  2. In the IDCS navigation pane, click Oracle Cloud Services.
  3. Select the IDCS application configured for your Fusion-based cloud application, for example, Oracle Applications Cloud (Fusion). Click the application name to open the application.
  4. Enable user synchronization.
    1. Click the Provisioning tab.
    2. Turn on Enable Provisioning.
      For more information, see Enable and Configure Connectivity for Provisioning for Your Application in Administering Oracle Identity Cloud Service.
    3. In the Select Provisioning Operations section, select the Authoritative Sync check box.
      For more information, see Select Provisioning Operations in Administering Oracle Identity Cloud Service.
    4. Turn on Enable Synchronization.
      For more information, see Enable and Configure Synchronization for Your Application in Administering Oracle Identity Cloud Service.
      IDCS Oracle Applications Cloud (Fusion) Provisioning page

    5. Click Save.
  5. Verify that the users are available and synchronized in IDCS.
    1. In the IDCS navigation pane, click Users.
    2. If the users that you want to access Oracle Cloud Infrastructure Process Automation are not listed, click Import to import those users.

Note:

In order for some Fusion-based Oracle Cloud Applications services to use Oracle Cloud Infrastructure Process Automation, you may need to create specific users in IDCS. See Example of Required User Created in IDCS.
Assign Process Automation Roles

You must assign Oracle Cloud Infrastructure Process Automation application roles to users or groups in Oracle Identity Cloud Service (IDCS) to allow them to work with Oracle Cloud Infrastructure Process Automation.

In Oracle Cloud Infrastructure Process Automation, the roles ServiceAdministrator and ServiceDeveloper are functional roles that determine whether or not a user has access to the administration and Designer user interface and APIs.

The Cloud Account Administrator on your team (typically, the person who signed up for the service) can grant team members these roles:

  • The ServiceAdministrator role grants full administrative privileges within the Oracle Cloud Infrastructure Process Automation instance, including administrative tasks in Workspace.
  • The ServiceDeveloper role is appropriate for team members working with the instance to extend and customize it, such as creating process applications and configuring roles in Designer.

Note:

These roles are not required for accessing the Oracle Cloud Infrastructure Process Automation Workspace. Any authenticated user can work in Workspace.

To further define data access and task permissions for users and groups in Oracle Cloud Infrastructure Process Automation, see:

  1. In the IDCS navigation pane, click Oracle Cloud Services.
  2. In the Oracle Cloud Services window, navigate to the IDCS application for your Oracle Cloud Infrastructure Process Automation instance. Select the application, and click its name to open the application.

    If you know the display name of the IDCS application, you can also search for it. In the Search field, enter the name in the format santizedDisplayname-accountNamespace.

    where:
    • santizedDisplayname is the display name. It may have suffixes added to make it unique.
    • accountNamespace is the account name of the OCI tenant.

    Note that you can get this information from the Oracle Cloud Infrastructure Process Automation instance URL. See Get the Oracle Cloud Infrastructure Process Automation Instance URL.

    For example, if the Oracle Cloud Infrastructure Process Automation instance URL is
    https://exqx-testosiooo-idjuj7eztkcm-p1phx.process.oci.oraclecloud.com/process/workspace
    then the sanitizedDisplay name is exqx-testosiooo and accountNamespace is idjuj7eztkcm-p1phx.
  3. In the IDCS application for Oracle Cloud Infrastructure Process Automation, click the Application Roles tab.
  4. In the tile for the ServiceAdministrator or ServiceDeveloper role:
    1. Click menu icon and select Assign Users or Assign Group.
    2. Select the users or groups to whom you want to assign the role and click Assign.
Get the Oracle Cloud Infrastructure Process Automation Instance URL

To access Oracle Cloud Infrastructure Process Automation, you have to get the Oracle Cloud Infrastructure Process Automation URL. Bookmark the URL and share it with your developers.

  1. In the IDCS application for your Oracle Cloud Infrastructure Process Automation instance, click the Configuration tab.
  2. Expand the Resources section of the page.
  3. Copy the value of the Primary Audience field and paste it to a text file.
  4. Append /designer to the end of the URL. This is the URL for the Oracle Cloud Infrastructure Process Automation instance's designer interface.
  5. Copy the value of the Primary Audience field again and append /workspace to the end of the URL. This is the URL for the Oracle Cloud Infrastructure Process Automation instance's workspace interface.
  6. Distribute these URLs to team members who require access to the Oracle Cloud Infrastructure Process Automation instance.
Example of Required User Created in IDCS

To use Oracle Cloud Infrastructure Process Automation with some Fusion-based cloud applications, you may need to create specific users in Oracle Identity Cloud Service (IDCS).

For example, if you want to use Oracle Cloud Infrastructure Process Automation with Oracle HCM Cloud, you must create the FA HCM Journey Admin user in IDCS.

Note:

The FA HCM Journey Admin user must be in IDCS only, and should not exist in FA.
To create the required user FA HCM Journey Admin in IDCS for Oracle HCM Cloud:
  1. As the Cloud Account Administrator, sign in to IDCS.

    The URL and credentials for your IDCS instance are provided in the welcome email that you receive when you create a new cloud account.

  2. In the IDCS navigation pane, click Users.
  3. On the Users page, click Add.
  4. In the Add Users dialog, add the FA HCM Journey Admin user, as follows:
    • First Name: FA HCM
    • Last Name: Journey Admin
    • User Name: fa_hcm_journey_admin
    • Email: An email address where this user can receive email notifications

    Add User dialog for HCM required user

  5. Click Finish.

Get Started

Familiarize yourself with the Oracle Cloud Infrastructure Process Automation working environments.

Explore the Designer and Workspace environments

The Oracle Cloud Infrastructure Process Automation development and runtime management environments enable you to perform iterative process automation development:

  • Use Designer, the design-time development environment, to create and edit process applications and their components. This environment is for process automation developers.

    The Designer URL ends in: /process/designer/

  • Use Workspace, the runtime environment, to test, run, monitor, and administer applications. This environment is for administrators and end users.

    The Workspace URL ends in: /process/workspace/


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Explore Oracle Process Automation REST APIs

Work with applications, processes, and user tasks using APIs.

See available endpoints in REST API for Oracle Cloud Infrastructure Process Automation.

Start creating your first process application

Spend a few minutes learning how to create, configure, activate, and try out a process application.

See the tutorial Get started with Process Automation.