1. How do I set up and configure Assets?
  2. Configure Asset Sync

Configure Asset Sync

In order to have a consolidated view of products (Installed Base and subscriptions), you must configure asset sync.

After you set up the sync, CX Assets lets you see a consolidated view of Installed Base Assets (serialized and nonserialized) and subscriptions, including extended warranties with covered products that customers own.

Enable Asset Sync

Here's how you enable asset sync so that you can bring assets from Oracle Installed Base and subscriptions from Oracle Subscription Management:

  1. Set the profile option ORA_ZCA_ENABLE_UNIFIED_ASSET to Yes using the Manage Administrator Profile Values task in Setup and Maintenance. This enables asset unification in Sales for Redwood and the sync of asset records from Oracle Installed Base and Oracle Subscription Management into the CX Assets table.
  2. Schedule a new process using the Synchronize Assets job to sync unified asset records from multiple sources into the CX Assets table. Specify these job parameters: Number of Workers (1 to 10); Batch Size (5000 to 25000); Full Refresh (No). Set the job schedule frequency to Hourly/Daily according to your business needs.
    Note: Set Full Refresh to Yes only in a situation where you need to force-refresh the already synced data.
  3. Use the following profile option codes to change the default source to target field mapping of the Synchronize Assets job:
    • ORA_ZCA_ASSET_IB_ASSET_FIELD_MAPPING to map Installed Base Asset fields to CX Asset fields.
    • ORA_ZCA_ASSET_IB_ASSET_STATUS_MAPPING to map the Installed Base Asset Status to CX Asset status.
    • ORA_ZCA_ASSET_OSS_FIELD_MAPPING to map Subscription fields to CX Asset fields.
    • ORA_ZCA_ASSET_OSS_STATUS_MAPPING to map Subscription statuses to CX Asset statuses.
Note: A consolidated best view of subscriptions and coverages for assets will be available when you're integrated with Oracle Subscription Management and Oracle Installed Base Assets is configured,