2 Pre-Provisioning

Pre-provisioning is the period after contracts are signed, but before receiving your environments, where some key activities can occur related to your upcoming implementation. For Integration Cloud Service implementations, your Customer Success Manager (CSM) will be your main point of contact for these activities.

Activate Your Service into a Cloud Account

You will receive an activation e-mail from Oracle in the initial stages of provisioning - often immediately after your subscription order is booked. You will need to activate your cloud service into a cloud account to begin the provisioning activities for your Oracle Retail service(s). Promptly complete the activations steps to better enable on-time environment delivery.

On activation of your cloud account, you have access to Oracle Cloud Infrastructure Console and the Identity and Access Management (OCI IAM), and your default Identity Domain will be created. An identity domain is a container for managing users and roles, federating and provisioning of users, securing application integration through Oracle Single Sign-On (SSO) configuration, and OAuth administration. It represents a user population in Oracle Cloud Infrastructure and its associated configurations and security settings (such as MFA).

Your default identity domain will be of the Oracle Apps type. Each identity domain type is associated with a different set of features and object limits.

You can create additional identity domains. Multiple identity domains are useful when you need separate environments for a single cloud service or application (for example, one environment for development and one for production). The default approach for Oracle Retail is for a single identity domain for all environments.

Note:

Activation of your cloud service into a cloud account does NOT impact billing or the subscription service period - those details are connected to the subsequent environment delivery of the Merchandising cloud services.

Creating an Oracle Cloud Account

To start the setup, you'll click the Activate link provided in the e-mail received.Foot 1 Then the following steps are required:

  1. Provide the desired name for the Oracle Cloud Account

    A best practice is to use a name which will encompass the scope of services to be managed in the account, such as a combination of your company name and "retail". For example, mystoresretail. After activation, you can adjust the displayed name for the cloud account.

  2. Provide your e-mail address as the customer administrator who receives the activation e-mail.

    The e-mail address must match the initial e-mail. If you would like a different contact to be used as the administrator, this can be managed after activation in coordination with your CSM.

  3. The activation success message will display, and you will receive a new welcome e-mail with access credentials.

Activating into an Existing Oracle Cloud Account

Activate your Retail cloud service within the Account Management section of your existing Oracle Cloud Account.

  1. Log in to your existing Oracle Cloud Account.

    Clicking the Activate link brings you to the login page.

  2. Within the Dashboard, click on the Account Management menu and then select the Activate tab.

    Available services to activate will be listed; you may need to select Show: Pending Activations.

  3. Click the Cloud Service Account Setup button to complete setup.

If you have any issues with the above, see the Frequently Asked Questions chapter.

Prepare Project Team

During this time, you will also be putting together your project plan for the deployment and go-live phases of your implementation. It is important to consider the following during this planning phase to prepare your project team for the Retail Integration implementation:

  • OCI Identity and Access Management - As noted above, you will be using the OCI IAM UI for user management for your Retail Integration cloud services. During the pre-provisioning timeframe, familiarize yourself with this solution and its features.

  • Project Team Training - Consider the training that the members of your team will need in order to make your implementation successful. This includes both your employees, as well as your systems integration partner. Suggested training topics to consider include:

  • Security Configurations - During this phase, you should designate a portion of your team to becoming familiar with OCI IAM and the enterprise roles, duties, and privileges that will be part of the Retail Integration Cloud Service you are implementing. You can also start designing the roles that you will need for your users, and what duties will be assigned to your custom roles. For more details, please refer to Retail Integration Cloud Service Integration Security Guide. For more information on OCI IAM, see Managing Users, User Accounts, and Roles.

  • System Options Configuration - Start reviewing the system options available in all the Retail Integration Cloud Service to determine how these should be configured. Work with your systems integrator to identify those you are unsure about or need to be considered in the program planning.

  • Integration Planning - Start reviewing the available existing integrations available as part of the Retail Integration cloud services to support external Oracle integrations. Key documents to review include:

    • User Guides - Each of the Oracle Retail Cloud Services has a user guide.



Footnote Legend

Footnote 1:

An Oracle Cloud Account is not the same as your My Oracle Support account. The Oracle Cloud Account exists within the OCI console and includes your identity domains for managing user access and security.