3 Provisioning

Once your environments are ready for you, the person designated as your service administrator will receive a welcome e-mail: one for each cloud service and each environment (stage, production, and so on). This e-mail has several key pieces of information:

• Username

  • This user is referred to as the Service Administrator user in this document. A temporary password will be sent in a separate e-mail

• Link to the OCI IAM Domains UI

•  Links to your Retail Analytics and Planning cloud services - you may receive only one email for all services purchased, which provides a link to Retail Home (under which all other service links will be available).

• Customer Support (CSI) Number

It is recommended that you save this e-mail for future reference, because at this point the service administrator is the only person with access.

Access OCI IAM

Once you receive your welcome e-mail, it is recommended that you, as the system administrator, log into the OCI IAM console to verify your access and create a new password. You will also be assigned the application administrator group for each service in both your production and pre-production environments. Note that the group for pre-production will have an added extension (_PREPROD) in order to differentiate between the two. These should not be deleted.

It is also recommended that you add additional administrators in order to have a backup administrator and share in user management administration, as at this point no one else in your organization will have access to OCI IAM or the Analytics and Planning solutions. For assistance in creating users or adding them to groups, see the following documents:

• Managing Users

• Understanding Administrator Roles

Note:

You may notice that there are a number of other user IDs set up in OCI IAM for Analytics and Planning (for example, bdi_admin, jos_admin). These users were seeded by the Oracle Cloud Operations team for use in Analytics and Planning batch and integration processes. These users will be managed by the Oracle Cloud Operations team and should not be modified or deleted.

Validate Cloud Service Access

Next, you should validate that you are able to access and successfully log into each of the cloud services for which you have been provisioned using the URLs provided in Retail Home, along with the username and password. For example, to access Retail Insights use the following URL format:

https://{analytics-service-region}/{analytics-tenant-id}/analytics/

Access the AI Foundation Cloud Services and Control & Tactical Center screens using:

https://{service}.retail.{region}.ocs.oraclecloud.com/{solution-customer-env}/orase/faces/Home

Access the Planning interfaces using:

https://{service}.retail.{region}.ocs.oraclecloud.com/{solution-customer-env}/rpasceui

Note that the planning URL provides access to features including, but not limited to:

• Initial/Bootstrap Domain

• Application Domain (if applicable)

• Online Administration Tools to perform:

  • Build and Manage Application

  • User and Security Management within RPAS CE

  • Load Hierarchies and Measures

  • Build Planning Data Schema

For more details, refer to the Oracle Retail Planning & Optimization cloud services administration and implementation guides. The guides are available on Oracle Help Center at the following URL: https://docs.oracle.com/en/industries/retail/index.html

System Options Access

Once you have logged into the AI Foundation Cloud Services, click on the Pin icon () in the main on the left task panel. Navigate to the following pages to validate you can access.

• Common Components: Settings > Application Properties

• Database Setup and System Options: Tasks > Control & Tactical Center > Strategy & Policy Management > Manage System Configurations

  Note:

  The System Configurations screen is applicable to all applications in the Retail Analytics and Planning Cloud Services, even if only one of the solutions has been purchased. This is the main screen for configuring database parameters for the inbound integration of foundation data to the entire platform, as well as for all other RI batch components.

• Web Service Credentials: Tasks > Control & Tactical Center > Manage Credential Stores

Validate that the screen opens without errors but do not make any changes at this time. Then you can sign out or close the page.

Planning Access

One you have logged into the Planning Solution, click the Pin icon () in the main page on the left task panel. Navigate to the following pages to validate you have access.

• Build Application and Template Status: Administration > Online Admin Tools > Submit a New Admin Task

Refer to the Merchandise Financial Planning Cloud Service Administration Guide, Demand Forecasting Cloud Service Administration Guide, or Assortment Planning Cloud Service Administration Guide for more details about building the applications using those tasks.

Access Object Storage

To support uploading and downloading files in a SaaS implementation, a space in Oracle Cloud Infrastructure Object Storage is created for each customer environment. Oracle Cloud Infrastructure Object Storage service is an internet-scale, high-performance storage platform that offers reliable and cost-efficient data durability. Buckets are logical containers for storing objects. Access to the bucket is through a pre-authenticated request (PAR), which is a URL that requires no further authentication to upload or download files to the bucket. To retrieve a PAR, you must use the appropriate file transfer REST service. For more details on the file transfer REST services, see the Retail Analytics and Planning Implementation Guide section on “Object Storage”.

Register Customer Support Identifier

The welcome e-mail will also include your Customer Support Identifier (CSI). This should be registered with My Oracle Support (MOS), which you will use to log questions or issues about these services. Follow link in the e-mail or access support.oracle.com to create a new account. If you already have a MOS account, remember to add your new CSI to your existing MOS account.

The first person to request access to a CSI will be checked by Oracle to ensure the domain of their e-mail address matches the domain associated with the CSI. Once approved, they will be made the Customer User Administrator of that CSI, and can approve others to use it. If someone else has already been made the administrator of that CSI, then the request will be e-mailed to him or her for approval. For more information on the Customer User Administrator, see MOS ID 1544004.2.

Note:

You will not be able to register your CSI number until your production environment has been provisioned.