OTMCG
OTMCG
OTMCG
June 2019
Oracle® Transportation and Global Trade Management Cloud Getting Started Guide, 19C
Copyright © 2014, 2019, Oracle and/or its affiliates. All rights reserved. iii
Contents
CONTENTS................................................................................................. IV
PREFACE ................................................................................................... VI
SETTING UP ORACLE TRANSPORTATION AND GLOBAL TRADE MANAGEMENT CLOUD .............. 1-1
OVERVIEW ......................................................................................................................... 1-1
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Oracle® Transportation and Global Trade Management Cloud Getting Started Guide, 19C
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Preface
The purpose of this document is to help you get started with implementing and using the
Transportation and Global Trade Management Cloud Services. More detailed documentation on
particular topics is available in the form of online help and documents. For more details on
configuring/integrating with the Transportation and Global Trade Management cloud service and other
complementary services, please refer to the Transportation and Global Trade Management Cloud
Administration Guide.
Change History
Date Document Revision Summary of Changes
“If the data has not been updated for the period specified by
Operational Retention Period, then it is archived.”
04/2019 -03 Added final chapter to call attention to the content moved to
the Cloud Administration Guide.
vi Copyright © 2014, 2019, Oracle and/or its affiliates. All rights reserved.
1. Getting Started
Setting Up Oracle Transportation and Global Trade Management
Cloud
Overview
This guide does not include all of the tasks that are required for a full implementation of the Oracle
Transportation and Global Trade Management Cloud offering. The guide describes how to perform the
initial setup required for creating or importing items.
To set up all of the options in the Oracle Transportation and Global Trade Management Cloud offering
and take advantage of additional product management features, you will need to perform additional
setup tasks that are not covered in this guide. Information about additional setup is available from
Oracle Transportation and Global Trade Management Cloud help and in the guides. Help and guides
are found at the Transportation and Global Trade Cloud Library. Additional documents and help are
found on My Oracle Support in Doc ID 796594.1.
Access Requirements
Explained
To get started with Oracle Transportation and Global Trade Management Cloud implementation, you
need access to the Oracle Identity Manager (OIM) and the Oracle Transportation and Global Trade
Management Cloud application.
Before you begin, make sure you have the following information:
URLs for Oracle Transportation and Global Trade Management Cloud application and OIM. For
example, the URL for the Oracle Transportation and Global Trade Management Cloud
application is https://<servicename>-<identity-domain-name>.otm. <data-
center>.oraclecloud.com, where <servicename> and <identity-domain-name> are the
values that were specified during provisioning. If you do not know the URLs, contact the
person who installed the systems at your company. When the Oracle Transportation and
Global Trade Management Cloud provisioning process completes, these URLs are shown on the
summary page.
The user name and password of the Oracle Transportation and Global Trade Management
Cloud super user. For Oracle cloud application services, you specify the default user name of
the Oracle Transportation and Global Trade Management Cloud super user. For all other
implementations, the default user name of the Oracle Transportation and Global Trade
Management Cloud super user is DBA.ADMIN.
Note: HTTPS is required. If needed the port for SSL is 443 and it is not configurable.
System Requirements
Please refer to the System Requirements for Oracle Applications Cloud for the latest information on
system requirements, including web browser support.
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2. User Management
Application Administrator
All Oracle Transportation and Global Trade Management Cloud Services automatically provision one
user referred to as the Application Administrator. The Application Administrator has the responsibility
of creating any additional users. By default, the Application Administrator is associated with the
“DBA.ADMIN” user within Transportation and Global Trade Management Cloud. Certain application
functions are restricted to users such as the Application Administrator, which have the User Role
“DBA.ADMIN”. It is strongly advised that you create at least one additional user that has the
“DBA.ADMIN” User Role in the event that the Application Administrator is not available.
It is important to note that the “DBA.ADMIN” user is a reserved user. This means that editing of this
user, other than changing the password, is prohibited. However, it is possible to change what user is
associated with “DBA.ADMIN”. When logged into Transportation and Global Trade Management Cloud
as the Application Administrator, you can edit the “DBA.ADMIN” user and change the Username to a
different email address. Note: This user must already exist in the SSO (see Single Sign-On for more
details). If you are unable to login as the Application Administrator, you will need to open a Service
Request to have the password reset or to change the Application Administrator.
If you do change the Application Administrator, it is important to note that you may also want to
change the email address associated with the following Properties.
glog.workflow.notify.advisor.email: Defines the sender for all emails from the system and the
recipient of workflow notifications.
glog.odi.email.to.address: Defines recipient of TI/GTI data extraction errors.
glog.properties.log.email.recipients: Defines recipients of Property Set changes.
See the “Property Set” section for more details on changing Properties or on-line Help for more details
on these properties. Also see Chapter 2 of the Cloud Administration Guide in the Notifications Settings
section for more details about restrictions on what sender email addresses you can use in OTM/GTM.
User Roles
Every user must have a default user role. The user role controls data visibility via a virtual private
database (VPD) and functional security (Level) for that user.
After a user role is added to the system, you can assign it directly to a user or assign it to another
role. If you assign multiple roles, a user can switch between each role without logging out and logging
back into the system. For example, you may configure many user roles that provide domain level
visibility into different sets of data for different companies. Then, you can assign one or more of these
roles to a user and the user could switch between the roles as needed without logging in and out. You
can also assign multiple roles to a master role and then assign the master role to a user thereby
providing that user with visibility in multiple domains of select data.
This page is accessed via Configuration and Administration > User Management > User Role.
For more details see, the “User Role” help topic.
User Access
With a web application, it is important to understand that menu options are NOT a form of security.
Users can access particular web pages by directly changing the URL, not just by clicking on the menu.
Therefore, in order to truly restrict access it is necessary to define user access.
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This page is accessed via Configuration and Administration > User Configuration > User
Access. For more details see the “User Access” help topic.
The User manager is accessed via Configuration and Administration > User Management >
User Manager. For more details see the “Manage User” help topic.
1. Log into the Oracle Public Cloud My Services application using the URL, Identity Domain, and
User Credentials provided in your Welcome email.
2. Click the Users menu tab
3. Click the Add button
4. Enter First Name, Last Name, and email address for the new user. Note: the email address
must match the Nick Name field on the corresponding Transportation and Global Trade
Management Cloud User account.
5. Click the Add button1. The new user will receive an email containing their default password.
They will be prompted to change the password on first login.
When creating users in the SSO, it is not necessary to add any roles to the user. The only exception is
Service Administrators. Service Administrators should be granted roles in the SSO for Service
Administration and Identity Management.
It is important to note that Inbound Integration, Oracle Business Intelligence, and BIPublisher
Reporting are not currently configured to use Single Sign-On. These capabilities require the user to
login with the password defined in the Logistics User Manager. A user that is only used for Integration
does not need to exist in the Identity Management Service.
1If you want this user to also have Cloud Portal and Identity Management Administration rights, Click
Advanced Role Selection and add all Available Roles to the Assigned Roles.
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Users will be prompted via email to change their passwords in the SSO every 120 days. Failure to
change the password will cause the account to be locked. The Password Policy for Oracle Cloud SSO is
subject to change, but the current rules are as follows:
Domains
One of the first steps is to create a domain. Domains allow you to keep databases separate and secure
in a shared, web-based environment. The Domain manager enables administrators to organize and
manage the domain structure of their installations.
There is considerable flexibility in the domain structure; you can configure the application to the
particular needs of many types of organizations. Top-level domains and sub-domains, with a variety of
access grants, are created and maintained.
You can use domains for different purposes, e.g. modeling business units within a company. At a
minimum, a single domain must be created to contain all customer specific data. Data should not be
created in the PUBLIC domain unless explicitly instructed to do so by Oracle product documentation.
Domains are created via Configuration and Administration > Domain Management > Add
Domain. For more details, see the “Add Domain” help topic.
All installations of Oracle Transportation and Global Trade Management Cloud include several domains
which are intended to facilitate implementation. Each of these domains includes a Domain
Administrator user. In the Oracle Transportation and Global Trade Management Cloud Service these
users are disabled from interactive login. These users include: E1.ADMIN, EBS.ADMIN, GUEST.ADMIN,
SERVPROV.ADMIN. Every new domain created also creates a Domain ADMIN user which is disabled
from login. These users should not be removed from the system.
Account Policies
For proper security, users should be defined with an account policy. Account policies allow you to
control user login and password security attributes such as:
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Lockout Attempts and Duration for Entering Incorrect Passwords
Dormant Account Locking
Note: With Oracle Single Sign-on, most users do not need an Account Policy since the
password in Transportation and Global Trade Management Cloud is not used for
authentication. The exception to this is Integration users and users that need to
create/modify Reports or Analytic Dashboards. Integration and the OBIEE/BIPublisher
console applications still use Transportation and Global Trade Management Cloud
authentication.
Account policies are accessed via Configuration and Administration > User Management >
Account Policy. For more details, see the “Account Policy” help topic.
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3. Advanced Configuration
For more details on configuring/integrating with the Transportation and Global Trade Management
cloud service and other complementary services, please refer to the Transportation and Global Trade
Management Cloud Administration Guide. Topics in the Cloud Administration Guide include, but are
not limited to:
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