Configuring an Oracle Unity connection

Configuring a connection to Oracle Unity allows Oracle Infinity to connect to your instance of Unity. When this connection is used in the configuration of an action, it can be used to deliver data from Infinity to the Unity data model. You can then use the data to create segments in Unity that can be used for campaigns.

Pre-requisites

To configure a Unity Connection:

  1. From the Connections page, click to create a new connection.

  2. Click the Unity Connection Type card.
  3. Enter the connection details.
  4. An image of the Connection Details section

    1. Connection Name: Enter a name that will help you easily identify this connection.
    2. Description: Enter a description for how this Connection may be used.
    3. Oracle Unity Instance URL: Enter the URL for your Unity instance. You can find this in the welcome email you received for your Unity user account.
    4. Oracle IDCS URL: Enter the base URL to access your IDCS account. When you visit the login page for your Unity instance, you'll be redirected to the IDCS URL. Copy the base IDCS base URL in this format: https://idcs-1234567890abc.identity.oraclecloud.com.
    5. User Name: Enter the user name for the Unity instance you used for the Oracle IDCS URL above that you will use to connect to Unity. This user must have one of the following user roles: Instance admin, Data master, or Data engineer.
    6. Password: Enter the password for the Unity instance you used for the Oracle IDCS URL above that you will use to connect to Unity. This user must have one of the following user roles: Instance admin, Data master, or Data engineer.
    7. Client ID: Enter the Client ID. Learn more about Retrieving IDCS authentication settings.
    8. Client Secret: Enter the Client Secret. Learn more about Retrieving IDCS authentication settings.
    9. API Access Key: Enter the API Access Key. Learn more about Determining Tenant Access Keys.
  5. Click Save and Continue. This will validate whether or not Infinity can successfully connect to the Unity account. If successful, you’ll continue to the Destinations screen. Otherwise, the Connection Details will need to be updated or you can click Cancel.
  6. Click to create a new destination. The destination will be the Unity data object you specify.
  7. Enter the destination details.
  8. An image of the destination details screen

    • Destination Name: Enter a name for the destination.
    • Description: Enter a description for the destination.
    • Select a Unity Table: Select one or more Unity data objects that will receive the Infinity data.

      An image of the Create Destination dialog with a selected Unity data object

      • After selecting a data object, use the drop-down list for Available attributes to select attributes that you want included in field mapping when configuring an Action.
      • Default attributes that are required will be displayed and greyed out.
      • To make a selected attribute required for field mapping, toggle the attribute to Required.
      • An image of the attribute toggle

    • Status: If you want to allow this destination to be used in Actions, toggle the destination to Enabled.
  9. Click Save to save the destination.
  10. Click Done to save the connection.

This connection can now be used when configuring an action to deliver data from Infinity to Unity for campaign personalization.

Retrieving IDCS authentication settings

To collect the Client ID and Client Secret you'll need administrator access to Oracle Identity Cloud Service.

To confirm if you have the required privileges, you'll need to be able to do the following:

  • Access https:[IDCS URL]/ui/v1/adminconsole

  • View the Oracle Cloud Services item in the left-hand navigation menu

An image of the Oracle Cloud Services menu item

If you can't access the URL or can't view the Oracle Cloud Services menu item, you'll need to follow up with a user that has administrator access to retrieve the authentication settings.

Review these links form the Oracle Identity Cloud Service Help Center:

To collect the IDCS authentication settings:

  1. Log in to the Oracle Identify Cloud Service.
  2. Go to Applications and select the Infinity application.
  3. Click the Configuration tab and show General information.
  4. Copy the Client ID.
  5. An image of the Client ID

  6. For Client Secret, click Show Secret and copy the client secret.
  7. An image of the Client secret

Learn more

Creating an action: Oracle Unity destination

Connections

unity, connection