Required Prerequisite Tasks
Before setting up Embedded Service, you need to set up Digital Customer Service.
Follow the steps in this guide: How do I enable Digital Customer Service the proceed with the Embedded Service setup.
Here's a high level overview of what you'll be setting up in Digital Customer Service
- Implementation overview. Read this topic first for an overview all the components that will make up your implementation.
- Overview of setting up Identity Cloud Service. Start here to understand the required steps for setting up Oracle Identity Cloud Service.
- Overview of setting up Fusion Service for DCS. Use this topic as a starting point for the steps you need to complete to set up Fusion Service as part of your implementation.
- Overview of setting up Administrators and Developers for DCS. The topic gives you an overview of what's required to setup your admins and developers.
- Overview of steps for setting up Visual Builder for DCS. Find an overview of the steps needed to setup Visual Builder in this topic.
- Overview of steps to create a Digital Customer Service application. Here's an overview of required steps to create your DCS application.
- User personas. See an overview of how you create Digital Customer Service users in IDCS, and grant them different roles to them, and map them to records in Fusion Service to assign Data Privileges to them.
- Security model. And finally do a quick review of the security model here.