8 Perform Connectivity Test

After you have completed the initial setup steps, you should test your setup to make sure that each of the systems included in your solution are connected. After you have verified that your systems are properly connected, you can continue with the tasks associated with full configuration of each system to meet your business needs.

When performing a connectivity test, you should create a very basic Person record in your Oracle Utilities customer information system. This record should contain only the required fields that are needed to create the record and synchronize it to the Oracle Fusion system.

To complete the connectivity test:

• Create a basic Person record in your Oracle Utilities customer information system. If you are implementing CX for Utilities Agent Service, create a Person of type Person. If you are implementing CX for Utilities Sales, create a Person of type Business.

• Log in to your home page.

• Depending on which experience you are implementing, complete one of the following steps:

  • CX for Utilities Agent Service: Access the Customer List and search for the record you created.

  • CX for Utilities Sales: Access the Business List and search for the record you created.

• Access Customer 360.

For instructions and additional information about these tasks, see the User Documentation section of the Oracle Utilities Customer Experience library.