5 Setting Up Channels

EPM Digital Assistant is certified to work with the following channels in a Classic Environment and in an OCI (Gen 2) Environment:

This applies to Account Reconciliation, Financial Consolidation and Close, Tax Reporting, Planning Modules, and Planning Modules.

Configure the Oracle Web Channel (Required)

Your ODA administrator should follow these steps to configure and set up an EPM skill on the web server.

To configure the Oracle Web channel:

  1. From Oracle Digital Assistant, select
    Side Menu icon
    the Side Menu then select Development, and then Channels.
    Add Channel icon

  2. Click + (Add Channel)
    Blank Create Channel dialog

  3. Complete the Channel dialog:

    1. Enter the channel name and description.

    2. Select Oracle Web as the channel type.
    3. Allowed Domains: enter an asterisk (*).

    4. Client Authentication Enabled: must be Turned Off.

    5. Session Timeout: can be left as 60 minutes (default).

      .

    Here is an example of creating a channel for the epm_arcs skill. You must create a channel for each EPM skill separately.


    Example of filled in Create Channel dialog
  4. Click Create.

    Note:

    After creating the channel information, the Secret Key and Channel ID display.
  5. Next, you must route the channel to your skill.

Route the Channel to the Skill

  1. FromOracle Digital Assistant, select
    Side Menu icon
    the Side Menu then select Development, and then Channels.


    Route To field
  2. In the Route To field, select the newly created channel.

  3. Set Channel Enabled to ON.
  4. Make a note of the Channel ID that displays since you will need this for the mandatory step of configuring the EPM Digital Assistant Settings in EPM.
  5. Repeat this procedure of creating a web channel and routing the channel to your skill for each EPM skill you have.

Configuring Slack as a Channel

Here's what happens when you use Slack as a channel for your digital assistant (or standalone skill):

  • Slack hosts your digital assistant through the intermediary of a Slack app.
  • Users chat with your digital assistant through the Slack app in the Slack user interface.

Here are the high level steps for creating a Slack channel for Digital Assistant. For detailed instructions, see Slack in the Using Oracle Digital Assistant guide.

  1. Get a Slack Workspace.
  2. Create a Slack App.
  3. Add OAuth Scopes for the Slack App
  4. Add the App to the Workspace
  5. Create a Channel in Digital Assistant
  6. Configure the Webhook URL in the Slack App
  7. Test Your Bot in Slack

Configuring Microsoft (MS) Teams Channel

When you set up a Microsoft Teams channel, users can chat with your digital assistant (or a standalone skill) through the Microsoft Teams user interface. For the detailed instructions on configuring MS Teams Channel for ODA, see Microsoft Teams in Using Oracle Digital Assistant.

Here's the high level process for setting up a channel:

  1. In Microsoft Teams, use App Studio to create an app and add a bot to that app. (Alternatively, you can use the Microsoft Bot Framework or the Microsoft Azure Bot Service to create a bot registration.)
  2. Using the app ID and password from the bot, create a channel in Digital Assistant .
  3. Copy the webhook URL that is generated when you create the channel and add it to the bot.
  4. Test your digital assistant in Microsoft Teams.

If you want a digital assistant or skill to require the same authentication that you have configured for Microsoft Teams, you can set up single sign-on (SSO) authentication for that digital assistant or skill within Microsoft Teams. Once this SSO authentication is set up, users will be able to log in to Teams with their Azure Active Directory (Azure AD) credentials and then seamlessly interact with the digital assistant, without having to sign in again.

For detailed instructions on supporting SSO with MS Teams, see SSO Configuration for Microsoft Teams Channels