Migrate Existing Oracle Utilities Users to Fusion Applications

Utilities that are adding CX for Utilities to their existing Customer Cloud Service implementation must migrate their existing Customer Cloud Service users to Fusion applications. By bringing all users into Fusion, you ensure that access to Customer Cloud Service continues uninterrupted after switching to the Single Sign On (SSO).

To migrate your existing Oracle Utilities users to Oracle Fusion applications, complete these steps:

  1. Export your Oracle Utilities users to Oracle Cloud Infrastructure Identity Access Manager (OCI IAM). See the IAM with Identity Domains library in Oracle Help Center for information about using OCI IAM.

  2. Import your Oracle Utilities users into Fusion Applications using the Import Management tool. To complete this task, you must sign into Oracle Fusion as an administrator, and complete the steps listed in the “Import Your Resource Data” chapter of the Understanding Import and Export Management for Sales and Fusion Service Guide, available in the Oracle Sales library, located in the Oracle Help Center.

  3. Complete the steps listed below to assign your imported users to the appropriate roles.

The steps in this topic are written for Oracle Utilities Customer Cloud Service. If you are using another Oracle Utilities customer information system, you can use these steps as a basic guide, but refer to the documentation for your identity management system to determine how to complete these steps for your implementation. Contact your implementation team for additional assistance.

Assign Roles to Imported Users

After you have imported your users, you should assign users to one or more roles related to CX for Utilities. The role assignment can be completed by using either Fusion Applications Security Console or Fusion Applications using the Import Management tool.

The following roles are available in your provisioned Oracle Fusion applications environment:

  • ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

  • ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

  • ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

  • ORA_UER_UTILITIES_CUSTOMER_SERVICE_USER_SYNCHRONIZATION_JOB (use this role for Customer Cloud Service users who do not need access to Fusion applications.)

  • ORA_UER_UTILITIES_KEY_ACCOUNT_ADMINISTRATOR

  • ORA_UER_UTILITIES_KEY_ACCOUNT_MANAGER_FOR_SALES

  • ORA_UER_UTILITIES_KEY_ACCOUNT_MANAGER_FOR_SERVICE

  • ORA_UER_UTILITIES_KEY_ACCOUNT_SUPERVISOR_FOR_SALES

  • ORA_UER_UTILITIES_KEY_ACCOUNT_SUPERVISOR_FOR_SERVICE

Parent topic: Configure User Synchronization