Overview of Preliminary Tasks

Before you start implementing your Customer Data Management application according to the instructions in this guide, complete these preliminary tasks.

Step	Description	Where to Get More Details
Complete the Service Administrator Action List	Before you sign in for the first time, complete the actions listed in the Service Administrator Action List provided by Oracle and create your account with My Oracle Support (support.oracle.com).	See the topic: How You Signing In for the First Time.
Sign in and reset your temporary password	If you haven't done so already, sign in and reset your temporary password. Click the user initials on the Welcome page, and select Set Preferences from the menu.	See the topic: How can I change or reset my password?
Enable the Customer Data Management offering for implementation	Enable the Customer Data Management offering and its functional areas for implementation in the Setup and Maintenance work area.	See the topic: Enable Customer Data Management Features for Implementation.
Ascertain that you have the required licenses	Verify that you have all the additional licenses required for your implementation of the Customer Data Management capabilities.	See the topic: Verify the Need for Additional Licenses.
Install the Customer Data Management Implementation Project	Install the Customer Data Management implementation project into your test environment to speed up your access to the implementation tasks. You can download the implementation project from My Oracle Support (support.oracle.com) and upload it into your environment.	See the topic: Enable Quick Access to Setup Tasks With an Implementation Project.