Create a Connection to Oracle Fusion

To connect Intelligent Advisor to Oracle Fusion, a Connections administrator needs to create a connection in Intelligent Advisor Hub. To do this:

  1. In Intelligent Advisor Hub, navigate to the Connections Page.
  2. Click Create. The New connection page opens.
  3. In the CONNECTION SETTINGS section, specify the following settings:
    • Name: a name for the connection (for example, the name of the environment you are connecting to)
    • Type: Oracle Fusion (Service, Sales, HR Help Desk)
    • Workspace access: select the check boxes for the workspaces that you want to have access to the connection

  4. In the ORACLE FUSION DETAILS section, specify the following settings:

    • Fusion environment hostname: the base URL of the Oracle Fusion site
    • Fusion metadata username: Oracle Fusion username
    • Fusion metadata password: Oracle Fusion password for that user
    • URL parameter for OAuth token: select jwt.

  5. If using a Hub that has Oracle Identity Domain configured as its identity provider:

    The New Connection window in Intelligent Advisor Hub showing the settings for an Oracle Fusion connection

    If using an Oracle Cloud Infrastructure Hub (Intelligent Advisor Generation 2 Cloud Service), the connection will automatically use an existing OCI IAM Hub and you will need to provide the OCI IAM client ID and OCI IAM client secret above.

    If using a Hub that does not have Oracle Identity Domain configured as its identity provider, you will not see these options (a local API client will be automatically created).

  6. Click Apply. A Sign In to Oracle Fusion dialog should pop up. (If not, your browser may be blocking pop-ups for your site. You will need to configure your browser to enable pop-up windows for your Oracle Fusion site. Once you have done this, you should re-click Apply.)
  7. In the Sign In to Oracle Fusion dialog, log in as a user with permissions to write to topology manager in Oracle Fusion. (Otherwise you will get a "Accessing topology manager was forbidden" message.)
  8. On the connection page, the status of the connection is checked. Once it is Online, a Version drop-down is displayed. If the connector version is not the latest version, you can change it to use the latest version.

    The connection details page in Intelligent Advisor Hub showing an Online Oracle Fusion connection
  9. If the interview will be embedded in an agent interface, you also need to allow a cross origin request from the servers hosting the application that the interview is being embedded in. For more information, see Configure Browser Access for Embedded Interviews.

Tip: A single Intelligent Advisor Hub can have multiple connections to different Oracle Fusion instances, however, only one connection can use a particular Oracle Fusion instance.

Assign topology manager access role to a user in Oracle Fusion

The topology manager access role for the user can be added from Security Console in Oracle Fusion.

Note: To do this you must have privileges sufficient to edit users, such as IT Security Manager.

  1. In Oracle Fusion, click Navigator, and under Tools select Security Console.
  2. Click Users.
  3. In the search box, search for and select the required user. This is the user used to sign in to Oracle Fusion from Intelligent Advisor Hub.
  4. On the Account details page, click Edit.
  5. Click Add Role.
  6. In the search box, search for and select the role ORA_ZUP_CONNECTOR_ADMINISTRATOR_JOB.
  7. Click Add Role Membership.
  8. Click Done.
  9. On the Account details page, review the details, and then click Save and Close. In some environments there may be a 10 minute delay before the change is available in the Hub connection.
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