Checklist to Configure Oracle Innovation Management Cloud

Let's have a look at the recommended steps for implementing Oracle Innovation Management Cloud Service.

The sequence of setup tasks is split across the Cloud Service Administrator and Application Implementation Consultant roles.

The following table lists the tasks for the Service Administrator in the Cloud Customer Portal:

Tasks for the Service Administrator in the Oracle Cloud Customer Portal

Task	Description
Step 1 - Understand Your User Profiles	With your Oracle Applications Cloud Service, you've have three user profiles: Two application profiles: used to access your Stage Environment and Production Environment. Your Oracle profile: used to access all oracle.com sites including My Oracle Support and the Oracle Cloud Portal.
Step 2 - Confirm Your Browser Configuration	Confirm that you're using one of the supported browsers with Oracle's recommended configuration (minimum native screen resolution of 1280x1024). Internet Explorer 11.x, 10.x, 9.x Mozilla Firefox 24+ Google Chrome 35+ Apple Safari 7.x and 6.x
Step 3 - Confirm Your Application Login Credentials	Locate your Welcome email containing your application user login credentials for the Stage and Production Environments. Tip: When first provisioned, the Stage and Production Environments are assigned a default sizing for several concurrent users. These default values may not be adequate and may be changed to provide best performance. We recommend that you identify your sizing requirements early in the implementation. Ensure that they're adjusted in advance of when you support several users. Supply this information through a Service Request raised with Oracle Cloud Operations who manage the environments. This helps minimize delays in your implementation. Access the Service Administrator Action List.
Step 4 - Add Additional Notification Contacts	Initially, you're the only person at your company who receives critical Oracle notifications, including upgrade and outage schedules. As a best practice, you can add users to receive important notifications of upgrades and outages when you're unavailable. In the Oracle Cloud portal, sign in using your Oracle.com account credentials. Click the Sign In to Notifications button. In the Oracle Notifications Portal page, click the Users tab. Click the Add User button, and fill out the user information. Ensure that the Role is Administrator, and that you select Yes in the Receive emails field. Users with the role of Administrator can add other employees to receive notifications.
Step 5 - Add Additional Administrators for your Oracle Applications Cloud Tip: Check if you require to register all users, other than implementation users, as employees first.To ensure critical business functions work, create the relevant users as employees first, and then let the application create user accounts for them.	We recommend appointing at least two administrators who can access My Services and perform administrative functions. Locate your Welcome email and access the Service Administrator Action List. Follow the My Services URL and login with your Oracle credentials. Note: You must change your password the first time. In the Identity Domain field, paste the Identity Domain (environment name) from your email. Click Sign In. Click Security > Users > Add. Fill out the information for the new user, making sure to move an Administrator role to the Assigned Roles list. Users with a role of Administrator can access My Account to: order more services manage services from all identity domains and data centers for your account monitor service status view historical usage data add Account Administrators
Step 6 - Register Your New Customer Support Identifier in My Oracle Support	You should have already received a separate email containing the Customer Support Identifier (CSI) for your new Oracle Cloud Service. You must register this CSI in My Oracle Support using your Oracle Account. The first person to request access to a CSI is checked by Oracle to ensure that the domain of the email matches the domain associated with the CSI. Once approved, you're made the administrator of that CSI, and can approve access requests to your CSI. If this is your first time using My Oracle Support, you're prompted for your CSI number after signing in. Enter your CSI number, click Request Access and follow the instructions. If you've used My Oracle Support before, add your CSI to your My Oracle Support account by following these steps: After you sign in, click the More tab and select Settings. Click My Account. Click the Request Access button. In the Support Identifier field, enter your new CSI number and click the Request Access button. If someone has already been made administrator for that CSI, then your request is sent by mail for approval.

The following table lists the tasks for the Service Administrator in the Setup and Maintenance Work Area:

Tasks for the Service Administrator in the Setup and Maintenance Work Area

Task	Description
Step 7 - Configure the Product Management Offering	In the Setup and Maintenance work area, scroll through the product icons and select the Product Management offering. Navigate to the Administration section. From the Actions menu, click Change Configuration. Enable the following functional areas of Innovation Management for implementation: Product Requirements and Ideation Management Concept Design Management Product Management Business Intelligence Analytics (if your users require BI Reports for IM) Optionally, create Implementation Projects to assign individual setup tasks to one or more implementors. Or, click Setup to start the implementation process yourself.
Step 8 - Sync Oracle Innovation Management with Oracle Identity Manager (OIM)	This task pulls information about users, roles, and roles provisioned to users, from the LDAP directory in OIM to the Oracle Cloud Applications tables. Note: Perform this task before you create implementation users so that appropriate roles are available for them. Search and execute the Run User and Roles Synchronization Process task. Click Submit. Click OK at the end of the process, and close the window. Once the Oracle Cloud Applications tables are initialized with this information, they're maintained automatically.
Step 9 - Create a Primary Implementation User Tip: Oracle recommends that you set up your implementation users in the Test environment first. Migrate them to Production after you test and validate them.	For your consultants to access and begin your implementation process, create the primary implementation user for your lead consultant. On completion of the task, this user can create additional users for the rest of the implementation team. To create the primary user: Navigate to the Security Console. Click the Users tab. Click Add User Account. Enter the required information: First Name Last Name Email address User name Password Confirm Password Click Add Role and search for the Supply Chain Application Administrator role. Select and click Add Role Membership. Click OK. Search for the Application Implementation Consultant role. Select and click Add Role Membership. Click OK. Click Done. Click Save and Close. Notify your primary implementation team member that their user ID is created and give them their initial password.
Step 10 - Set up Key Implementation Users and Security Profiles	After your environments are provisioned, you as the Service Administrator have enough security abilities to create three implementation users with the necessary roles. These users are: OIMAdmin: Can access Oracle Identity Manager (OIM) to perform all required security setup functions for your implementation. TechAdmin: Can perform key technical duties, including functional setup and assigning security roles to users. APPL_IMPL_CONSULTANT and SCM_IMPL_CONSULTANT: Can perform key functional duties, including functional setup. You may decide to replace or refine these initial users, but these users have all the access required to get you started.

The following table lists the tasks for the application implementation consultant in the Setup and Maintenance work area:

Tasks for the Application Implementation Consultant in the Setup and Maintenance Work Area

Task	Description
Step 11 - Create Data Roles and Assign Security Profiles	By default, users are denied access to all data. You can secure data by provisioning roles that provide the necessary access. Data roles apply explicit data security policies on job and abstract roles. Create and maintain data roles in the Authorization Policy Manager (APM). Assign a predefined security profile to relevant job or abstract roles using the Oracle Human Capital Management (HCM) setup task Manage Data Role and Security Profiles.
Step 12 - Create a Legal Address and a Legal Entity	To create application users, you must have basic HCM Corporate Structure data ready. Search for the Manage Legal Addresses task and create a legal address. Create a new legal entity using the Manage Legal Entity task. Enable the options that identify the entity as a Payroll Statutory Unit and a Legal Employer.
Step 13 - Create A Legislative Data Group and Associate it to the Legal Entity	Use the Manage Legislative Data Groups task to create a legislative data group. Use the Manage Legal Entity HCM Information task to associate the required legislative data group with the legal entity (Payroll Statutory Unit and Legal Employer).
Step 14 - Create a Business Unit	Run the Manage Business Unit task to create one or more business units.
Step 15 - Create End Users	To create application users, perform the Manage Users task in the Setup and Maintenance work area. When you create a user, you must also assign the user one or more roles. Roles have all required privileges mapped to them that enable the user to perform tasks in the application. Note: Perform the Create Implementation Users task as an administrator to access OIM. Search for users by name, and assign required roles. Oracle Innovation Management is shipped with the following job and duty roles: Product Design Engineer: Concept Development Duty Product Design Manager: Concept Management Duty Product Manager: Product Proposal Management Duty Note: You can import user data in bulk from a file.
Step 16 - Perform Common Application Configuration	Common applications configuration includes setup of security, common reference objects, collaboration messaging, OTBI and configured ESS jobs, data export and import instructions, and maintenance tasks.
Step 17 - Define Innovation Management	The following tasks per functional area are seen in the Product Management offering task list: Product Requirements and Ideation Management Manage Product Idea Classes Manage Product Idea Statuses Manage Product Requirement Classes Manage Product Requirement Statuses Manage Product Requirements and Ideation Lookups Concept Design Management Manage Product Concept Classes Manage Product Concept Component Classes Manage Product Concept Lookups Manage Product Concept Statuses Manage Proposal Statuses
Step 18 - Configure Oracle Innovation Management for Integration (Optional)	Configure Oracle Innovation Management to integrate with target PLM systems or Oracle Product Development. Register Agile PLM Manage Target System
Step 19 - Configure and Extend Oracle Innovation Management (Optional)	Define attributes and metrics in Innovation Management; use Application Composer to enable them. For more details, see the Oracle Fusion Cloud SCM Configuring and Extending Product Lifecycle Management guide.

Tasks for the PLM Administrator in External Environments

The following table describes how you can configure Agile PLM and is required only if you intend to integrate PLM with Innovation Management.

Task	Description
Step 20 - Configure a Target System for Integration (Optional)	Configure Agile PLM or Oracle Product Development to integrate with Oracle Innovation Management.
Step 20 a - Configure Agile PLM	The following tasks are required to integrate Oracle Innovation Management with Agile PLM only. Configure security certificates. Configure web service connections in Enterprise Manager. Create Oracle Innovation Management users in Agile PLM, or configure Agile PLM to use the same Lightweight Directory Access Protocol (LDAP) server as Oracle Innovation Management. Enable Oracle Innovation Management attributes in Agile PLM. Add Oracle Innovation Management attributes to required privileges in Agile PLM. Configure External References Application and Subclass in Agile PLM. Enable required privileges for Oracle Innovation Management users to create reference objects in Agile PLM.