1. Getting Started with Your Customer Data Management (CDM) Implementation
  2. Configure Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B)

Configure Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B)

You can configure Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) by completing the following tasks:

  1. Setup Your Account.

  2. Create Users.

  3. Configure the Manage Data Enrichment Integration task in the application.

  4. Configure Manage Administrator Profile Values task in the application.

Set Up Your Account

Here are the steps that you can follow to setup your account for Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B):

  1. Subscribe to Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) by logging on to the Oracle Cloud Application Console at https://cloud.oracle.com/sign-in. In case you don't yet have an Oracle Cloud account, you can sign up for Oracle Cloud at: https://myservices.us.oraclecloud.com/mycloud/signup.

  2. Activate your account:

    • Open the welcome activation e-mail you received from Oracle Cloud.

    • Click Complete My Order.

  3. Reset your password:

    • Click the Oracle Cloud Applications Console URL.

    • Log in to the Oracle Cloud Applications Console using the temporary password.

    • Reset your password when you're prompted.

  4. Log on to the Oracle Cloud Applications Console to get the Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) API URL. When you sign in successfully, the Oracle Cloud Dashboard page displays a list of your activated services and the REST service endpoint URLs.

Create Users

As part of creating users, you need to create administrators as well as application users.

Here is how you can go about creating administrators:

  1. Log in as the Account Administrator to My Account.

  2. Assign a Service Administrator (to monitor the service) and an Identity Administrator (to manage users). Service Administrator and Identity Administrator get activation emails with credentials to access the Oracle Cloud console.

Here is how you can go about creating application users:

  1. Log in as the Identity Administrator to the Oracle Cloud Applications Console.

  2. On the Users page, click Add.

  3. Enter the data center where Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) is located, your identity domain and your temporary password. (This information is listed in your Welcome email. If you can't find this email, the account administrator can resend it from My Account.)

  4. Expand the Advanced Roles section, and add the Data Service Client AppID role for this user.

  5. Click Add to create this user.

If the new users don't already have a password for this domain, they get an email with a temporary password. They can reset the password in the Oracle Cloud Applications Console. (The user now has credentials, but still needs to know the service URLs to log on. The Service administrator or the Identity administrator can provide this from the Welcome email.)

Configure Customer Data Management Cloud to Account and Contact Enrichment by Dun & Bradstreet Integration

Here are the steps that you can follow to configure Customer Data Management Cloud to Account and Contact Enrichment by Dun & Bradstreet Integration to do batch data enrichment in the Data Enrichment work area:

  1. Sign in to Customer Data Management Cloud as a setup user.

  2. Navigate to Setup and Maintenance.

  3. Click the Tasks side panel to open it, and click Search.

  4. Search for and go to the task: Manage Data Enrichment Integration.

  5. Do the following on the Manage Data Enrichment Integration:

    Select OAuth Authentication in the DaaS Credentials section.

    For information about adding a confidential application and getting the Client ID and Secret, see Add a Confidential Application topic in the Administering Oracle Identity Cloud Service guide.

    Note: On the Client page of the Add Confidential Application wizard, in the Authorization section, select Resource Owner, Client Credentials, Authorization Code, and Refresh Token as Allowed Grant Types. Leave Redirect URL blank.
    Note: We strongly recommend that you use OAuth authentication method because Basic authentication isn’t supported in later releases. If you use Basic Authentication, don't include the question mark special character (?) in the password. For URL, remove /data/ui from the end of the instance address listed in your Welcome email and in the Cloud Console.

    For URL, remove /data/ui from the end of the instance address listed in your Welcome email and in the Cloud Console.

    For example, https://mydataservice-myidentitydomain.data.us2.oraclecloud.com.

  6. Click Save and Close.

Requesting the Welcome Email to be Resent

Setup steps for this service are sent through a welcome email to the customer when the license is purchased. If the URL of Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) instance is missing and the customer administrator has already activated the service, then the customer administrator can request resend of the Welcome email by going to http://cloud.oracle.com > My Account (see the following figure).

The following figure highlights the Resend Welcome Email button on the My Accounts page.

The customer administrator can request resend of the Welcome email on the My Accounts page.

However, if the customer administrator didn't receive a welcome email with links to activate the service, then the customer will have to log a service request to have Oracle Support resend the welcome email so that the customer administrator can activate the service. Instructions on how to log a service request and the Customer Support Identifier associated to the service request are described in the FAQ section of Getting Started with Oracle Cloud in the Help Center.

Manage Administrator Profile Values

Here are the steps that you can follow to manage administrator profile values:

  1. Navigate to Setup and Maintenance.

  2. Search for and go to the Manage Administrator Profile Values task.

  3. Enter DAAS_PRODUCTION_MODE as the Profile Option Code on the Manage Administrator Profile Values page.

  4. Click Search. The specified Profile Option appears as the search result.

  5. Make sure that the Profile Level is Site and the Profile Value is set to No.

    Note: Do not set the Profile Level Site value to Yes. The only supported value today is No.

  6. Click Save and Close.

    The integration between Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and Oracle Customer Data Management Cloud is now complete. You can find more information about Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) in the Using Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) guide.