Setting Up Oracle Transportation and Global Trade Management Cloud

Overview

The purpose of this document is to help you get started with implementing and using the Transportation and Global Trade Management Cloud Services. This guide does not include all of the tasks that are required for a full implementation of the Oracle Transportation and Global Trade Management Cloud offering. The guide describes how to perform the initial setup required for creating or importing items. More detailed documentation on particular topics is available in the form of online help and documents. For more details on configuring/integrating with the Transportation and Global Trade Management cloud service and other complementary services, refer to the Transportation and Global Trade Management Cloud Administration Guide. Help and guides are found at the Transportation and Global Trade Cloud Library. Additional documents and help are found on My Oracle Support in Doc ID 796594.1.

Provisioning Overview

Provisioning is self-service so please use the step by step instructions below to guide you through the process. Provisioning of your order consists of two parts that you'll be guided through, step by step, in the following pages:

Roles

Your Role	Activity	Description
Buyer OR Service Administrator	Order Activation	Activate your order via your Oracle Account. You'll be guided to create a new Oracle Account as part of the activation process. Once your new Oracle Account is created you'll be sent a temporary password. This password expires in 60 days, so we recommend you change it as soon as possible, even if you aren’t ready to set up your new environments yet. If you've received an order activation email and are in the purchasing or procurement department of your company, you'll be given the opportunity to assign a different Service Administrator for the day to day administration of the service, during the activation process. Please follow the steps in Part 1 below.
Service Administrator	Environment Activation	Accessing the Oracle Cloud Account (formerly My Services) console to create your new environments. This step provisions your new environments. You can do this at a time convenient to you, but we recommend you complete this 24 hours before you need the environment to be available.

Your Role

Activity

Description

Buyer OR Service Administrator

Order Activation

Activate your order via your Oracle Account. You'll be guided to create a new Oracle Account as part of the activation process. Once your new Oracle Account is created you'll be sent a temporary password. This password expires in 60 days, so we recommend you change it as soon as possible, even if you aren’t ready to set up your new environments yet.

If you've received an order activation email and are in the purchasing or procurement department of your company, you'll be given the opportunity to assign a different Service Administrator for the day to day administration of the service, during the activation process. Please follow the steps in Part 1 below.

Service Administrator

Environment Activation

Accessing the Oracle Cloud Account (formerly My Services) console to create your new environments. This step provisions your new environments. You can do this at a time convenient to you, but we recommend you complete this 24 hours before you need the environment to be available.

Activation of Your Order

After your Cloud Service order has been placed with Oracle, you will receive an email entitled "Action Required: Welcome to New Oracle Cloud Service Subscriptions". This means you have been designated as the activator of the services. The activator only kicks off the provisioning process and can select a different Service Administrator to manage the day to day administration of the service during the activation process if required. Carefully review the details of your subscription in the email and follow the instructions below to begin the activation process.

An important decision needs to be made at this time. You will need to choose whether to "Create new cloud account" or to "Add to existing cloud account". Your Cloud Account is where you will manage Transportation and Global Trade Management, but also all other Oracle Cloud Services that you purchase.

If you have previously subscribed to other Oracle Cloud Services, you will already have a Cloud Account. If you choose "Add to existing cloud account",you will be prompted to provide the name of that Cloud Account and log in. Once this is complete, you can proceed to the next step "Environment Activation".

If you have not previously subscribed to other Oracle Cloud Services, you will need to create a new Cloud Account. Even if you have an existing Cloud Account, you can still choose to create a new Cloud Account for Transportation and Global Trade Management Service.

Note:

This Cloud Account Name will also be used to create the URLs to access all your Cloud services (not just Oracle Transportation Management and Global Trade Management) and it is not possible to change it, so please choose carefully. For example, if you call your Oracle account "ABCCorp" your OTM Application URL will look something like: https://otmgtm-ABCCorp.otmgtm.us-phoenix-1.ocs.oraclecloud.com.
The Cloud Account Name must be unique, it must start with a lowercase letter and can have up to 25 lowercase letters and numbers. You cannot use spaces or any special characters.
Provide the Name and Email Address of the person that will be the Service Administrator. This person will receive an email with instructions and the Cloud Portal login for creating the Cloud Service Environments.

The value you provide in the "Tenancy Name" field will be used as the name of your Cloud Account and your Cloud Infrastructure Tenancy. A Tenancy is a secure and isolated partition within Oracle Cloud Infrastructure where you can create, organize, and administer your cloud resources. In addition to the Tenancy Name, you will need to provide the Name, Email Address, and Default Password for the Service Administrator.

You will also need to specify the "Home Region." Your Home Region is the geographic location where your cloud account and identity resources will be created. It is not changeable after sign-up. For SaaS application(s) the Home Region does not indicate the provisioning location. Your SaaS application(s) will be provisioned in the geo-region specified on your order. After creating a cloud account to add your subscription, the Home Region is where your primary Identity Domain will be located. Depending on SaaS applications the application user credentials may also be stored at the same Home Region Identity Domain location.

Note: For optimal performance, Oracle recommends the Identity Home and the SaaS Service be provisioned in the same region.

Once you have entered all of the required fields, please read the Terms of Service and click the Create Tenancy button.

Environment Activation

Once your Cloud Account is ready, you'll receive an email. After clicking the Sign In link, you'll be prompted to sign in using the Email Address and default password specified during the Order Activation Step. If you chose to use an Existing Cloud Account, the Service Administrator will be able to sign in after they approve adding the new service to the Cloud Account.

My Applications

After you sign into you Oracle Cloud Tenancy, you'll see the My Applications screen. The My Applications landing page is where you manage your Oracle Application Cloud Services. There's also a tab for administrating Oracle Cloud Infrastructure services such as Compute, Database.

Click the Create Environment button to begin the process of creating instances of your Oracle Transportation Management and Global Trade Management service.

Create Environment

For the first environment you create, you'll need to select the Region where the service is to be deployed.

Note: In most geographic regions, there's only one option. You'll need to provide a Name for each environment. This name is used to uniquely identify your instances in the Cloud Portal and is used in Environment specific notifications sent from the Cloud Portal, so the name should be meaningful. It doesn't affect the URL of the instance you're about to create.

Select the Type of OTMGTM Instance you'd like to create.

Production: All subscriptions include a single Production instance.
Test: All subscriptions include a single Test instance. Production and Test will be on different patching cadences to allow time for testing changes before they're promoted to Production. Only one test instance can been created. Extra test instances must be created by Selecting the instance type as DEVELOPMENT.
Development: This is an extra test instance. The number of Additional Test Instances is limited by your contract.
LNM: will create an instance of Logistics Network Modeler if allowed by your contract.

You'll need to start the creation of each type of instance individually.

Advanced Options

Under the Advanced Options you'll have the option to specify a Compartment for your instance and Tags. Both of these can be changed after the instances is created. Assigning Tags facilitates searching for your Cloud Resources. Compartments are the primary building blocks you use to organize your cloud resources.

You use compartments to organize and isolate your resources to help to manage and secure access to them. When your tenancy is provisioned, a root compartment is created for you. Your root compartment holds all your cloud resources. You can think of the root compartment like a root folder in a file system.

You can create compartments under your root compartment to organize your cloud resources in a way that aligns with your resource management goals. As you create compartments, you control access to them by creating policies that specify what actions groups of users can take on the resources in those compartments.

Break Glass

Break Glass for Oracle Applications provides you with additional security by restricting administrative access to systems and services. When you use Break Glass, Oracle Support representatives can access your cloud environment only after relevant approvals and authorization to troubleshoot any issues that might arise in your cloud environment. If you bought the Break Glass option, please see the Break Glass section of the Oracle Transportation and Global Trade Management Security Guide. There's more configuration that should be performed before provisioning your environments.

Environments

After you click the Create button, you'll return to a list of the Environments. The State of the new Environment will be Creating until the process is complete. If you try to create an Environment that you haven't licensed, the Environment creation process will fail.

When Provisioning of an Environment is complete, the State will change to Active.

Clicking on an Environment will take you to a screen like the following. From here, you can click the Open service console button to launch the Oracle Trade and Transportation Management service instance or copy the URL from the Service Console field. We recommend copying the URL and creating a bookmark to allow for direct access.

This completes the environment activation process. You're now ready to add users and begin to configure your environments.

For more details on managing Application Services in the Oracle Cloud Console, see the following Oracle Cloud Infrastructure documentation.

Renaming a Tenancy and Cloud Account

The Oracle Cloud Portal now supports the ability to rename a Tenancy/Cloud Account. Renaming the Cloud Account will change the URL of the corresponding Oracle Transportation and Global Trade Management service instances. The old URL will be retained and a new URL will be generated.

For example, if you originally named your Oracle Cloud Account "ABCCorp", your OTM Application URL will look something like: https://otmgtm-ABCCorp.otmgtm.us-phoenix-1.ocs.oraclecloud.com. If you rename your Oracle Cloud Account to "XYZCorp", the new URL will look like: https://otmgtm-XYZCorp.otmgtm.us-phoenix-1.ocs.oraclecloud.com. The old URL will continue to work to allow for a graceful switch to the new URL.

Note: Any references to the old URL (such as in the External System) should be changed to the new URL.

See the following documentation for more details on this subject.

https://docs.oracle.com/en-us/iaas/Content/General/Concepts/renamecloudaccount.htm