1. Service Administrator Action List
  2. Provisioning

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 Merchandising cloud services — you should receive one e-mail for each cloud service you purchased, including the Oracle Retail Integration Cloud Service.

  • 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 set a new password. You will also be assigned the application administrator groupFoot 1 for each Merchandising 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 Merchandising solutions. For assistance in creating users or adding them to groups, see the following documents:

Note:

You may notice that there are a number of other user IDs set up in OCI IAM for Merchandising (for example, bdi_admin, jos_admin). These users were seeded by the Oracle Cloud Operations team for use in Merchandising batch and integration processes. These users will be managed by the Oracle Cloud Operations team.

Validate Cloud Service Access

Next, you should validate that you are able to access and successfully log into each of the Merchandising cloud services for which you have been provisioned using the URLs provided in the e-mail, along with the username and password. For the Merchandising Foundation Cloud Service (RMFCS), if you are planning to use Sales Audit, the URL will not be included in the welcome e-mail, use the following URL for accessing that solution:

https://rex.retail.<Region Name>.ocs.oraclecloud.com/<Customer Subsnamepace>/ResaPortal/faces/Home

Replacing the Region Name and Customer Subnamespace portions with the above information from the RMFCS URL in your welcome e-mail.

System Options Access

Once you have logged into a service or solution, click on the Tasks link (Tasks Button) in the main menu. Navigate to the system options page to validate you can access.

  • Merchandising: Application Administration > System Options

  • Sales Audit: Foundation Data > Application Administration > System Options

  • Pricing: Application Administration > System Options

  • Invoice Matching: Foundation > System Options

  • Allocation: Allocation Foundation > System Options

Validate that the screen opens without errors. Then you can click Close to exit the page.

Settings Menu Access

Additionally, within each service, you should validate that you are able to access the security set up. This is where you'll map any custom groups/roles that you might create in OCI IAM, as well as configure the duties that are part of the base solution to map to your roles. This is done in the Oracle Retail Application Administration Console, via the Settings menu in the task list. For each of the services, follow these steps:

  1. Click the Settings icon on the task bar: Settings Icon

  2. Select Security > Role Mappings.

    Note:

    This will open another browser window.

  3. Validate that the Role Mappings page opens without errors. You should see a list of the job roles for the service you were logged into displayed in the table on the screen.

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 Doc ID 1544004.2.

Note:

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


Footnote Legend

Footnote 1:

Group is the equivalent of role in the Merchandising security setup.