Setup Tasks

This section discusses the two different types of setup tasks that you must complete to use the Customer Experience for Utilities solutions. First, you complete the provisioning tasks, which includes provisioning each of the products included in the solution, and completing the steps that connect those systems so that data can flow between them. Once you have completed the provision steps, you complete the user and application setup steps, which includes creating and managing users and roles, and setting up the features you will use in each of the applications.

Provisioning Tasks

The first part of the setup process is to provision your systems, and connect them so that users can access each system, and data is easily shared between them.

This diagram provides an example of what your implementation looks like before completing the provisioning tasks:

Figure 2-4 Pre-Provisioning Example

This diagram provides an example of what your implementation looks like after completing the provisioning tasks:

Figure 2-5 Post-Provisioning Example

These tables list the provisioning tasks that you must complete, in order, to implement Customer Experience for Utilities solutions.

Setup Task	Reference
Complete initial registration and administrative tasks, which include: Provisioning your Oracle Cloud applications. Installing and provisioning Oracle Utilities on-premises environments (if using an on-premises customer information system). Preparing your Oracle Utilities environments for registration. Registering your Oracle Utilities environment and Fusion applications. Completing cloud service administration tasks. Complete Fusion system registration tasks. Complete Oracle Utilities initial setup tasks.	See Complete Initial Registration and Administrative Tasks.
Complete utility configurations using REST APIs, which includes: Integration configuration Industry reference types configuration	See Configure Utility Details.
Configure the initial data synchronization (for implementations with existing CIS data only) and ongoing data synchronization process.	See Configure Data Synchronization.
Configure Single Sign On (SSO) which includes: Setting up your Customer Cloud Service identity domain as the service provider in your Fusion applications identity domain. Setting up your Fusion applications identity domain as your identity provider in the Customer Cloud Service identity domain. Testing your SSO.	See Configure Single Sign On.
Configure user synchronization between source systems, which includes: Migrating existing Customer Cloud Service users to Fusion applications. Synchronizing users between Fusion applications and Customer Cloud Service. Assigning user access in Customer Cloud Service. Synchronize users between Fusion applications and the CX Industry Framework identity domain. Assigning User Access in CX Industry Framework.	See Configure User Synchronization.
Perform the connectivity test. Once you have completed this step, the remaining setup tasks can be done in order.	See Perform a Connectivity Test.

User and Application Setup Tasks

After you have completed the provisioning setup, use the table below to identify the steps you must complete to set up users and enable features in your applications.

Setup Task	Reference
Manage users and roles, which includes: Understanding role-based security Understanding pre-defined privileges Creating and managing users	See Manage Users and Roles.
Configure these items in your Oracle Utilities customer information system: Zones in Customer 360 and Dashboard Portal Insight types Person data options To Do types Start/Stop/Transfer processes Inbound web services (APIs) Extendable lookups Data synchronization Populating old billing account IDs, if needed	See Configure Your Oracle Utilities System.
Configure Oracle Fusion applications, which includes setting up: Adaptive search Account hierarchy Computer Telephone Integration (CTI) Email channels Knowledge Management features Oracle Intelligent Advisor Service requests	See Configure Fusion Applications.
Set up the Redwood Sales Interface for CX for Utilities Sales, which includes: Set up the Dynamic layout using Visual Builder. Set up the Sub-view Container layout using Visual Builder Create Dispatcher rules. Update parent links. Create smart actions.	See Configure the Redwood Sales Interface.
When you have completed all of the setup steps, test your setup by completing standard end user tasks.	See Test Your Setup.