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Using Oracle Intelligent Track and Trace

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37 views336 pages

Using Oracle Intelligent Track and Trace

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Johnson Packiyaraj

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Oracle Cloud

Using Oracle Intelligent Track and

Trace

24.1.3
Oracle Cloud
Using Oracle Intelligent Track and Trace

24.1.3

E98674-41

Copyright © 2024, Oracle and/or its affiliates.

Author: Oracle Corporation

Oracle Cloud
Using Oracle Intelligent Track and Trace

Contents

Get Help ................................................................................................................................ i

2 Get Started 3
Get Started with Oracle Intelligent Track and Trace ............................................................................................................... 3

3 Get to Know Oracle Intelligent Track and Trace Cloud Service 5

Get to Know Intelligent Track and Trace ................................................................................................................................... 5

4 Configure Oracle Intelligent Track and Trace 11

User Management ......................................................................................................................................................................... 11
Define Document Types ............................................................................................................................................................. 46
Add Business Flow Templates ................................................................................................................................................... 51
Add and Manage Package Types ............................................................................................................................................. 55
Configure Business Flows .......................................................................................................................................................... 58
Add and Manage Item Types .................................................................................................................................................... 62
Configure Integrations ................................................................................................................................................................. 71
Configure Report Templates ..................................................................................................................................................... 115
Configure Settings ....................................................................................................................................................................... 117
Configure User Defined UOM Codes ...................................................................................................................................... 121
Endorsing Trading Partner Tasks ............................................................................................................................................ 124
Participating Trading Partner Tasks ....................................................................................................................................... 129
Use VSCode for Oracle Intelligent Track and Trace ............................................................................................................. 132
Use VBCS with Oracle Intelligent Track and Trace .............................................................................................................. 158

5 Use Oracle Intelligent Track and Trace 167

Production and Test Environment .......................................................................................................................................... 167
Track Your Products and Documents ..................................................................................................................................... 177
Working with Filters ................................................................................................................................................................... 224
Simulate Business Transaction Workflow ............................................................................................................................. 225
Submit Documents ..................................................................................................................................................................... 231
Oracle Cloud
Using Oracle Intelligent Track and Trace

Activity Log ................................................................................................................................................................................. 247

Troubleshoot Warnings and Failures ..................................................................................................................................... 253
View Application Version .......................................................................................................................................................... 258

6 Define Document Schemas, Mappings and Simulator Templates 261

Define Document Schema JSON ............................................................................................................................................ 261
Define Metadata Template ...................................................................................................................................................... 274
Define Metadata Schema ........................................................................................................................................................ 305
Define Simulator Template ...................................................................................................................................................... 306
Define Presentation Template .................................................................................................................................................. 317
Oracle Cloud Get Help
Using Oracle Intelligent Track and Trace

Get Help
There are a number of ways to learn more about your product and interact with Oracle and other users.

Get Help in the Applications

Use help icons to access help in the application. If you don't see any help icons on your page, click your user image
or name in the global header and select Show Help Icons.

Get Support
You can get support at My Oracle Support. For accessible support, visit Oracle Accessibility Learning and Support.

Get Training
Increase your knowledge of Oracle Cloud by taking courses at Oracle University.

Join Our Community

Use Cloud Customer Connect to get information from industry experts at Oracle and in the partner community. You can
join forums to connect with other customers, post questions, and watch events.

Learn About Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program. (if videos) Videos
included in this guide are provided as a media alternative for text-based topics also available in this guide.

Share Your Feedback

We welcome your feedback about Oracle Applications user assistance. If you need clarification, find an error, or just
want to tell us what you found helpful, we'd like to hear from you.

You can email your feedback to [email protected].

Thanks for helping us improve our user assistance!

i
Oracle Cloud Get Help
Using Oracle Intelligent Track and Trace

ii
Oracle Cloud Chapter 2
Using Oracle Intelligent Track and Trace Get Started

2 Get Started

Get Started with Oracle Intelligent Track and Trace

Oracle Intelligent Track and Trace is a blockchain application that helps to manage and monitor your supply chain.

This application harnesses the power of distributed ledgers and immutable data stores to remove the need for
intermediaries. You no longer require trusted third parties to verify, record, and coordinate transactions. Instead, you
determine who participates in the monitoring and verification process of any document exchanged. Get started with
Intelligent Track and Trace and learn how to access the cloud service.

Topics
• Before You Begin
• How to Access Intelligent Track and Trace
• Language Support
• How to Get Support

Before You Begin

Before you begin using Intelligent Track and Trace ensure that you have the following items:

• Make sure you have link to access Oracle Intelligent Track and Trace and a user account. Typically these are
included in your subscription email, if you haven’t received this email, contact the system administrator. See
How to Access Intelligent Track and Trace.

How to Access Oracle Intelligent Track and Trace Cloud Service

Before you start

To log in to Intelligent Track and Trace, you must have a user account. Oracle provides user account information when
you subscribe to the cloud service.
To access the web based application:

1. Open an internet browser and go to: https://hostname/tntui

You can find the name of your host in the email you received when you subscribed to the service.
2. Enter your user name and password.
3. Click Sign In.

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Language Support
The language settings in your web browser are used to determine which language the Sign In page and user interface is
displayed.

The following languages are supported for Intelligent Track and Trace.

• Arabic
• Chinese (Simplified)
• Dutch
• French (European)
• German
• Italian
• Japanese
• Korean
• Norwegian
• Portuguese (Brazilian)
• Russian
• Spanish
• Swedish
• Thai
• Turkish
• Vietnamese

How to Get Support

Use these resources to resolve problems:

• Visit the Oracle Help Center at http://docs.oracle.com/en/.

• If you’re an Oracle Premier Support Customer, visit My Oracle Support.
• Contact Oracle Technical Support. See Contacting Oracle Support in Getting Started with Oracle Cloud.

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Service

3 Get to Know Oracle Intelligent Track and

Trace Cloud Service
Get to Know Intelligent Track and Trace
Intelligent Track and Trace is a blockchain application that enables you to manage, track, trace and monitor transaction
documents in your supply chain business network.

Intelligent Track and Trace takes advantage of the power of Oracle Blockchain Platform. Transaction documents
exchanged between supply chain participants are securely and permanently recorded in an immutable ledger. Highest
level of encryption and data protection policy is used to share sensitive data with all stakeholders. Data sharing
increases transparency and product traceability.

About Oracle Intelligent Track and Trace Cloud Service

One of the major challenges in the current supply chain models used in the industry is tracking transaction assets
across multiple trading partners. Due to lack of transparency and visibility between the various parties involved in the
supply chain, maintaining asset information continuity across enterprise boundaries is arduous.

Blockchain technology enables the network of business partners to agree upon key pieces of information which can be
shared across organization boundaries. This fosters a trust relationship between supply chain participants, ensuring
smooth movement of non-repudiable information.

Intelligent Track and Trace builds on the Oracle Blockchain Platform to enable end-to-end traceability of assets,
products, and transaction documents in supply chains to reduce delays and automate record keeping. This business-
ready blockchain application provides a digital ledger of products, documents, and movement of all these assets in your
business network. You can now track and manage each of your transaction data and assets in real time, define policy
and exceptions, resolve disputes, improve regulatory compliance, and gain business insights using advanced analytics.

Business Benefits
• Product Tracking: Intelligent Track and Trace enables you to track all the activities in a typical supply chain.
It also provides the tracking of lot-controlled and serial-controlled items and packages and can track events
across sourcing, manufacturing, storage, sale, shipment, or returns. This capability to track events affecting
serial or lot-controlled items enables Intelligent Track and Trace to support comprehensive backward or forward
trace for any given product. You can scroll through complete history of all related transaction documents
and environmental (IoT) data in a complex supply chain spanning multiple organizations. For example, a
pharmaceutical company manufacturing vaccines can track raw material, such as vials, arrivals from suppliers.
It can track current location of the raw material, shipping details, quality and condition (temperature/humidity
etc.) of the raw material delivered.
• Dispute Resolution: Using Intelligent Track and Trace you can setup rules and policies in the form of complex
smart contracts and can track compliance and exceptions. In case of any dispute, you can track and trace back
to the root cause. For example, a doctor in hospital determines that the consistency of vaccine is unusual. As
a pharmaceutical company manufacturing vaccines, you can trace through the supply chain to find what went
wrong.
• Business Insights and Analytics: Intelligent Track and Trace offers cross-organization business insights
at various level of details, starting from the bird's eye view of the business network, to full visibility of

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all transaction documents. The application also provides the ability to drill down to specific transaction
documents, such as those with failed smart contract business rules. You can view issues with smart contracts
in any part of the supply chain to downstream organizations, calculate statistics based on end-to-end view, and
predict delays or yield issues.

Understand the Building Blocks

Intelligent Track and Trace includes multiple business personas, entities and objects that form the foundation of any
supply chain network. To harness the full potential of the Intelligent Track and Trace application, you must understand
these key building blocks and how they interact with each other.

The following sections introduce the building blocks of this application.

• Trading Partners
• Documents
• Business Flows

Organizations
Trading partners are entities that do business together. In a supply chain network, trading partner participates in
transactions such as creating purchase orders, processing sales order, tracking shipments etc. These are key personas
in Intelligent Track and Trace that forms the business network and exchange transaction documents.

In Intelligent Track and Trace, trading partners are digital placeholders of your business partners. Based on the role
trading partners plays your network, they are classified into three types.

Founder is the owner of the business network. They create the network and invite the other organizations (endorsing
and participating partners) to join the network. Founder on-boards the partners of different types, and manages access.
Being the owner of the network, founder has its own dedicated ledger, can define own set of rules and policies, manage

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and validate all transaction documents written to the ledger, and has visibility across all the documents exchanged in
the supply chain.

Endorsing Trading Partners are participants along with founder in the business network. Each transaction may have
one or more organizations as the participants. Like Founder, they can have their own dedicated ledgers, maintain their
own set of rules and policies, validate the transaction documents they own, and manage what is written to their ledger.

Participating Trading Partners are the lightweight organizations that do not have dedicated ledgers. They submit
documents for the business steps they are identified as submitter by the founder. They have limited visibility to the
network and business processes, and cannot perform any validations.

Documents
Any transaction carried out in a supply chain always has an associated document which is used to record the transaction
data. It also captures all the relevant information related to the transaction which can be later used for tracking and
tracing.

Supply chain operations comprise of complex logistical exercises involving multiple agencies including buyers, sellers,
transporters, shipping lines, customs departments etc. This supply chain network may extend beyond domestic and
global boundaries of all countries. The movement of assets from the origin to it's destination requires engagement and
interaction with all of the business network partners who have a stake in a transaction. Partners actively engage, and
have visibility to information and documentation involved at each step of the supply chain. Therefore, maintenance of
standardized documentation becomes an integral part of any supply chain transaction.

Exchange of information in the form of standardized documents not only facilitates in building trust relationships
between multiple partners, it also ensures traceability of assets and associated information which may be required for
complex decision making, such as dispute resolution etc.

Intelligent Track and Trace application ingests and processes these standardized documents received during the various
business flow steps. It produces a generic document which capture all key attributes of the input business document
including any relationships that the input document may have. This transformation of the standard document to a
generic one, depends on the document type and mapping that you provide when defining the steps of a business flow.
You can learn more about document types and mappings supported by Intelligent Track and Trace in Define Document
Types.

Business Flows
A Business Flow represents a set of steps involved in the core business processes of a supply chain, such as
procurement, manufacturing, distribution, sales etc.

A typical business flow in Intelligent Track and Trace is a logical grouping of business process steps that describe a
interaction between two or more trading partners. Each step of a business flow has an associated document which is
submitted by the identified trading partner. The submitted document is processed by the Intelligent Track and Trace
and is recorded securely in appropriate distributed ledgers along with extracted key attributes.

Intelligent Track and Trace keeps track of all processed documents and correlates each document to appropriate
business flow. For more information on business flows, see Configure Business Flows

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Typical Workflow to Use Oracle Intelligent Track and Trace Cloud

Service
As a founder, to start using Intelligent Track and Trace you first need to setup and configure your business network,
business flows, products, and associated documents. Once configured, you can start tracking and tracing all your
assets.

The image represents the workflow for implementing Intelligent Track and Trace.

Tasks Description More Information

Invite Endorsing Trading Partners Send invites to the endorsing trading partners Invite an Endorsing Trading Partner
in your network to join Intelligent Track and
Trace .

Invite Participating Trading Partners Send invites to the participating trading Invite a Participating Trading Partner
partners in your network to join Intelligent
Track and Trace .

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Tasks Description More Information

Complete Registration As a participating or endorsing trading partner, Join Founder's Network - Endorsing Trading
complete the registration process and setup Partner
Intelligent Track and Trace .
Join Founder's Network - Participating Trading
Partner

(Optional) Define Package Types As a founder admin, define different package Add and Manage Package Types
types or containers if required.

Define Item Types As a founder admin, define the item types that Add and Manage Item Types
map to the lot-controlled or serial-controlled
products in your supply chain.

(Optional) Add Item Type Code As an endorsing or participating trading Add Item Type Code
partner, for an existing item type, specify an
item type code that you use for referencing
them in your documents.

Define Document Types Add new document types to associate them Create a New Document Type
to business flow steps. For each document
type added, you have to upload JSON schema,
define mapping template, schema and
simulator template.

Define Business Flow Templates Create templates which define the steps Create a Business flow Template
involved in supply chain business flows in your
organization. These templates will then be used
to create business flow instances for products
with specific trading partners.

Define Business Flows Create business flows from business templates. Create a New Business Flow Instance
You can setup the visibility of trading partners
at step level. Business flows enable you to track
your assets involving specific trading partners
and vendors.

Update Viewers As an endorsing trading partner, add the Configure Business Flow Steps
viewers for the business flow steps for which
you have been identified as the document
submitter.

Validate and Activate Business Flow Activate the business flows by enabling Activate a Business Flow
document submission.

Once you have completed configuring Intelligent Track and Trace , the application starts ingesting documents received
for the defined business flows. Depending upon your role in the network, you can monitor and manage your assets,
serial or lot-controlled products, and documents. For more information, see Track Your Assets and Documents.

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4 Configure Oracle Intelligent Track and Trace

This part contains the following chapters:

• User Management
• Define Document Types
• Add Business Flow Templates
• Configure Business Flows
• Add and Manage Item Types
• Add and Manage Package Types
• Configure Integrations
• Configure Report Templates
• Configure Settings
• Configure User Defined UOM Codes
• Endorsing Trading Partner Tasks
• Participating Trading Partner Tasks
• VSCode Extension for Oracle Intelligent Track and Trace
• Create Custom Applications using Visual Builder Studio

User Management
Topics
• Configure Trading Partner
• Manage Users
• Fine-grained Access Control

Configure Trading Partner

Access to Intelligent Track and Trace is determined by the role of peer partner in the founder supply chain network. As a
founder or peer trading partner, you must understand the various user roles you can assign within your Intelligent Track
and Trace instance.

Topics:
• Understand Roles and Users
• Understand User Quota

Tasks performed by the Founder

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Topics
• Invite an Endorsing Trading Partner
• Invite a Participating Trading Partner
• View Trading Partner Details
• Edit Trading Partner Details
• Add Trading Partner Location

Tasks performed by the Trading Partners

Topics
• Endorsing Trading Partner Tasks
• Participating Trading Partner Tasks

Understand Roles and Users

How you interact with Intelligent Track and Trace depends on two aspects–your organization's role within the business
network, and your role within the organization.

Intelligent Track and Trace supports three types of organizations in the business network— founder, endorsing trading
partner, and participating trading partner. Founder is the owner of the Intelligent Track and Trace instance, and is
responsible for inviting the trading partners to join and register with the application. Apart from organization's role,
founder and each of the trading partners are also responsible for creating appropriate user roles. The visibility of the
application's features and functionality depends on the user role granted to you. For each organization type, Intelligent
Track and Trace has a predefined set of user groups:

• Founder

◦ Administrator: The application administrator configures and maintains the application. Users with this
role have super-user privileges. An administrator can create, modify, delete and maintain all the entities
in the business network. It has visibility to track and trace all the business assets, and view end-to-end
matrices, analytics and business insights collected and calculated by Intelligent Track and Trace.
◦ Integration User Group: The application user can only post transaction documents using the published
REST API. As an integration user, you cannot login to the application, or perform any operation.
◦ Web Application User Group: All users in the founder organization assigned this role.

• Endorsing Trading Partners

◦ Administrator: The application administrator can do everything with the domain of the endorsing
trading partner.
◦ Integration User Group: The application user can only post transaction documents using REST APIs,
within the domain of the endorsing trading partner. As an integration user, you cannot login to the
application, or perform any operation.
◦ Web Application User Group: Users with this role are basic users of endorsing trading partner
organization.
• Participating Trading Partners

◦ Administrator: The application administrator can do everything with the domain of the participating
trading partner.

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◦ Integration User Group : The application user can only post transaction documents using REST API,
within the domain of the participating trading partner.
◦ Web Application Group: Users belong to this group are basic users of participating trading partner
organization

Permissions Founder Endorsing Trading Partner Participating Trading Partner

Functionality Web Integration Admin Web Integration Admin Web Integration Admin
Application Users Application Users Application Users
Users Users Users

Runtime Yes No Yes Yes* No Yes Yes No Yes

Configuration No No Yes No No Yes* No No No

Simulation No No Yes No No No No No No

Trading No No Yes No No No No No No
Partner
Management

User No No Yes* No No Yes* No No Yes*

Management

Post Yes* Yes* Yes* Yes* Yes* Yes* Yes* Yes* Yes*
Documents

Yes* – These operations are permitted but only for their own organization. For example, Endorsing Trading Partner
Admins can modify the configuration for business flow steps for which their organization is assigned as submitter.

Understand User Quota

A user quota is allocated to the founder as part of the Intelligent Track and Trace subscription. User quota specifies the
number of individual users subscribed by the founder. There are two types of users which you can purchase—Universal
and Participating users.

Universal Users
Total number of universal users refers to the total individual users allocated to the founder during subscription.
Universal users can be founder users, or endorsing trading partner users. The division of the allocated user quota
amongst the trading partners is the responsibility of the founder. As part of inviting endorsing trading partner, founder
can allocate a certain number of users from this universal user pool. That trading partners can create only the number
of users that founder has allocated.

Once the founder allocates the users to the trading partners, the universal quota count includes these allocated users,
irrespective of whether the trading partners have used their allocated quota or not. In case the number of users have
increased, founder can also buy more universal users.

Participating Trading Partner Users

Apart from universal users, Intelligent Track and Trace enables the founder to buy additional participating partner users.
Participating users can be allocated to only participating trading partners, or to create new participating partners. If the
founder has purchased participating users, the users allocated when inviting participating users are counted as part of
this quota. However, if the participating quota is exhausted, any additional participating users are allocated from the
universal user quota.

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When a user quota (universal and participating partner users) is assigned to the founder, the founder has the flexibility
to divide the quota among the trading partners, and reserve a few for himself. The trading partner in turn has the
responsibility of creating it's own users. The users created can have the role of – application user, admin, or user.

For example, a founder is assigned a quota of 20 universal users, and 10 participating users. The founder allocates 4
participating users each to two different participant trading partners. Now, the total number of available participant
users are 2, and available universal users are 20. If the founder allocates additional 5 users to participating trading
partners, then the total number of available participating users is 0 and available universal users is 17 (3 of these are
used as participating partner users).

The division of user quota is driven by the needs of the founder's business network. Intelligent Track and Trace provides
full flexibility to the founder on how the quota is divided.

Invite an Endorsing Trading Partner

Invite endorsing trading partner to join the founder network.

As a founder, you on-board other peer organizations by sending them invites to join and register to Intelligent Track and
Trace.

1.
Click Menu ( ) and then click Configurations.
2.
Click Users Management ( ).
3. Under Trading Partners tab, click Invite.
4. In the Invite Trading Partner drawer, under Details, specify trading partner name, type, and business roles to be
assigned.
5. Under Primary User, specify the trading partner user details who will be granted the administrative privileges.
The email address is where Intelligent Track and Trace will send a welcome email. The admin user of the endorsing
trading partner will follow the instructions mentioned in the welcome email to join the founder network.

6. Under Users, specify the number of users you want to allocate to this endorsing trading partner.
7. Under Primary Address, enter the trading partner address, if the entry matches the exact address, the GPS
coordinates appears for your confirmation. If coordinates do not match, use location map to select the trading
partner location, that includes, trading partner address and the GPS coordinates.

Note: If no GPS coordinates are found, then Address not found message appears.

If the selected location does not match any specific address, then the closest location details, such as area/region,
state, country, and GPS coordinates will be used.
Use the location card to edit trading partner address. In this case, the GPS coordinates and location PIN details will
not change.

On the location map, you can drag the PIN to a different location and the corresponding address based on new pin
location, will be updated.

8. Click Invite.
Results:
An invitation email is sent to the endorsing trading partner at the email address provided under Primary User area.
The primary user is the admin user which has permission to perform all operations in the trading partner domain. The
admin user should follow the instructions provided in the email and register with Intelligent Track and Trace to join the
founder network.

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Invite an ParticipatingTrading Partner

Invite a participating trading partner to join the founder network.

6. Under Users, specify the number of users you want to allocate to this endorsing trading partner.
7. Under Primary Address, user location map to select the trading partner location, that includes, trading partner
address and the GPS coordinates.

Note: If no GPS coordinates are found, then Address not found message appears.

On the location map, you can drag the PIN to a different location and the corresponding address based on new pin
location, will be updated.

8. Click Invite.
Results:
An invitation email is sent to the participating trading partner at the email address provided under Primary User area.
The primary user should follow the instructions provided in the email and register with Intelligent Track and Trace to
join the founder network.

View Trading Partner Details

View details about a trading partner, including its status, role, users allocated, and locations.

1.
Click Menu ( ) and then click Configurations.
2.
Click Users Management ( ).
The Trading Partners tab under Configurations : User Management shows the list of Trading Partners along with
all the relevent information:

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3. Select the any Trading Partner from the trading partner list or click Show Details under Actions to view the complete
information of the selected trading partner.
◦ Status: Indicates the status of the trading partner. Status can be any one of the following values - Invited,
Activated, or Registered.
◦ Type: Indicates the trading partner category.
◦ Users: The value is displayed in the format—Total users allocated/Users currently configured.
◦ Roles: Specifies the role of the trading partner. The value of this field is customer defined, and is populated
when you add the trading partner to the network.
◦ Primary User: Email and contact details of the admin user.
◦ Primary Address: Specifies the primary or secondary location of the trading partner.

Note: The location card allows you to edit the primary or secondary trading partner location. The delete option is
available only for the secondary location.

Note: Users with Trading Partner View - Provides read-only access to Trading Partners Configuration page
will only have viewing access to the trading partners details page. In this case, the Edit details and Add Location
options are not available.

Edit Trading Partner Details

1.
Click Menu ( ) and then click Configurations.
2.
Click Users Management ( ).
3. On the Trading Partners dashboard, click trading partner name or click Show Details under Actions.
4. Click Edit Details to update Name, Roles, and Users data.
5.
Use the edit icon to update the primary or secondary location.
6. Click Save and wait until the Save successful message is displayed.
7. Click Cancel to return to the trading partner details page.
8. Click User Management to return to the Trading Partners dashboard.

Add Trading Partner Location

Add location for a trading partner. For each trading partner you can add multiple locations.

1.
Click Menu ( ) and then click Configurations.
2.
Click Users Management ( ).
3. On the Trading Partners dashboard:
◦ Click trading partner name and then from the trading partner details page, click Add Location.
◦ Click Add Location under Actions.
4.
Click the Delete icon against the location you want to remove.
5. Provide trading partner Name, location, and Location ID details.
Use edit address icon from the location card to make necessary changes, if required.
To define a custom business ID type, see Define Business ID Types.

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6. Click Save and wait until the Save successful message is displayed.
7. Click Cancel to return to the trading partner details page.
8. Click User Management to return to the Trading Partners dashboard.

Manage Users
You can create new users and can also add an existing Oracle Identity Cloud Service user to the application.

When creating users you should bear in mind that universal user quota is sum of—number of endorsing trading
partners, number of users allocated to the trading partner, number of founder users, and spill over participating user
quota (if any). The participating user quota spills into the universal quota in case it exceeds the participating users
purchased by the founder. You can also purchase additional user quota if you think current quota does not meet the
needs of your business networks.

Topics:
• Add a New User
• Edit a User
• Dissociate a User
• Reset Password for a User
• View Users
• Add an Existing Oracle IDCS User
• Generate an Application Token
• Delete an Application Token

Add a New User

Create a new user and assign a predefined or custom group.

1.
Click Menu ( ) and then click Configurations.
2.
Click Users Management ( ).
3. Under Users tab, click Add User.
4. Complete these fields under Personal area:
◦ First Name: Enter the name of the user
◦ Last Name: Enter the surname
◦ Assign Group: Select one or more groups from the drop-down list:
The default groups are:
- ADMIN
- APP_USER
- USER
For more information on user groups, see Permission Groups.
5. Complete these fields under Login area:
◦ Email: Enter the user email address

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◦ (Optional) Select Use the email address as the username

6. Complete these fields under Contact area:
◦ (Optional) Phone: Enter the user phone number
◦ (Optional) Street: Enter the user street address
◦ (Optional) City: Enter the user city
◦ (Optional) State: Enter the user state
◦ (Optional) Zip: Enter the user zip code
◦ (Optional) Country: Enter the user country
7. Click Save and wait until a Save successful message is displayed.
8. Click Close to return to the User Management dashboard.

Edit a User
1.
Click Menu ( ) and then click Configurations.
2.
Click Configurations : User Management ( ).
3.
Select the user you want to edit and click Edit User ( ).
4. Complete required changes under Personal area:
◦ First Name: Enter the name of the user
◦ Last Name: Enter the surname
◦ Assign Group: Select one or multiple groups from the drop-down list:

The default groups are:

- ADMIN
- APP_USER
- USER
5. Complete the required changes under Login area:
◦ Email: Enter the user email address.
◦ (Optional) Click Send New Temporary Password.
◦ (Optional) Select Use the email address as the username.
6. Complete required changes under Contact area:
◦ (Optional) Phone: Enter the user phone number
◦ (Optional) Street: Enter the user street address
◦ (Optional) City: Enter the user city
◦ (Optional) State: Enter the user state
◦ (Optional) Zip: Enter the user zip code
◦ (Optional) Country: Enter the user country
7. Click Save and wait until a Save successful message is displayed.
8. Click Close to return to the User Management dashboard.

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Dissociate a User
Every user in the application is an Oracle Identity Cloud Service (idcs) user. When you need to remove a user from the
application, you can dissociate the user, which will not delete the user from IDCS.
1.
Click Menu ( ) and then click Configurations.
2.
Click User Management ( ).
3. Under Users tab, select the user you want to delete from the list of users displayed.
4.
Click Dissociate User ( ) next to the user you want to disassociate.
5. On the Confirm Disassociate page, click Dissociate.

Reset Password For a User

1.
Click Menu ( ) and then click Configurations.
2.
Click User Management ( ).
3. Under Users tab, select the user for which you want to reset the password.
4.

Click Reset Password ( ) next to the name of the user.

View Users
1.
Click Menu ( ) and then click Configurations.
2.
Click User Management ( ).
3. Under Configurations : User Management dashboard, you can see the list of configured users displayed with
Name, Username, Groups, Phone. The Name column displays the full name including the name and surname of
the user. The user list includes:
◦ Admin users of trading partners
◦ All the users in the founder organization

The User Menu ( ) on the bottom right corner, displays your username, the name of your organization, and also
allows you to sign out from the instance.

Add an Existing Oracle IDCS User

A founder admin can add an existing Oracle Identity Cloud Service user to the application and assign a role.

1.
Click Menu ( ) and then click Configurations.
2.
Click User Management ( ).
3. Click Filter and from the drop-down list select Show Users.
4. Click the adjacent drop-down list and select IDCS Users.
5.
From the list of users, identify the IDCS user that you need to add to the application, and click Edit ( ).

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6. Complete these fields under Personal area:

◦ First Name: Enter the name of the user
◦ Last Name: Enter the surname
◦ Assign Group: Select one or multiple groups from the drop-down list:

The default groups are:

- ADMIN
- APP_USER
- USER
7. Complete these fields under Login area:
◦ Email: Enter the user email address
◦ (Optional) Click Send New Temporary Password
8. Complete these fields under Contact area:
◦ (Optional) Phone: Enter the user phone number
◦ (Optional) Street: Enter the user street address
◦ (Optional) City: Enter the user city
◦ (Optional) State: Enter the user state
◦ (Optional) Zip: Enter the user zip code
◦ (Optional) Country: Enter the user country
9. Click Save and wait until the Save successful message is displayed.
10. Click Close to return to the User Management dashboard.
Results:
On the Users page, the IDCS user is displayed in the list.

Generate an Application Token

A user can generate application tokens that can be used by external applications to connect to Intelligent Track and
Trace and invoke Intelligent Track and Trace REST APIs. A trading partner administrator can generate application tokens
for all the users of the trading partner.

Application tokens are used by external applications or an Intelligent Track and Trace OIC (Oracle Integration Cloud)
adapter to connect securely with Intelligent Track and Trace. This method replaces the use of Oracle Identity Cloud
Service (IDCS) credentials for authentication of external applications or adapters. When an integration is configured
between the OIC adapter and Intelligent Track and Trace, a user can generate an application token which can then be
used by the integration adapter to generate the access token.
1. Sign in to Oracle Intelligent Track and Trace using your credentials.
2.
Click User Menu ( ) and select Application Tokens.
The Application Tokens page displays the list of application tokens that the logged-in user has generated.

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3.
Click Generate Application Token ( ).
The Generate Application Token page displays the new application token and the Token Description field displays
the date and time of the generation.

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4. Click Copy Application Token to copy the token to your system's clipboard, which you can paste on the integration
configuration screen.
5. If you have signed in as an administrator of a trading partner, then complete these steps to generate an application
token for any user of the trading partner:
a.
Click Menu ( ) and then click Configuration.
b.
Click User Management ( ).
c. On the Users page, identify the user for which you need to generate an application token and click

Generate Application Token ( ) for the user.

d.
Click Generate Application Token ( ).
e. Click Copy Application Token to copy the token to your system's clipboard, which you can paste on the
integration configuration screen.

Delete an Application Token

A user can generate or delete application tokens which can be used by external applications to connect to Intelligent
Track and Trace and invoke Intelligent Track and Trace REST APIs. A trading partner administrator can generate or
delete application tokens for all the users of the trading partner.

As a user of a trading partner you should have generated application tokens or as an administrator of a trading partner,
you should have generated application tokens for one or more users of the trading partner.
1. Sign in to Intelligent Track and Trace using your credentials.
2.
Click User Menu ( ) and select Application Tokens.
The Application Tokens page displays the list of application tokens that the logged-in user has generated.
3. Identify the token to delete from its description that displays the date and time of its generation. Click Revoke Token
( ) for that token.
A deleted successfully message is displayed along with the token description.
4. If you have signed in as an administrator of a trading partner, then complete these steps to delete an application
token for any user of the trading partner:
a.
Click Menu ( ) and then click Configuration.
b.
Click User Management ( ).
c. On the Users page, identify the user for which you need to delete an application token and click Generate

Application Token ( ) for the user.

d. Identify the token to delete from its description that displays the date and time of its generation. Click
Delete ( ) for that token.
A deleted successfully message is displayed along with the token description.

Access Control
Fine-grained access control is a function-specific permission model to control access to various application functions
within Intelligent Track and Trace application.

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As an administrator, you define different access configurations based on the user groups and associated permissions
assigned to those groups. This enables various users in your organization to access specific components as a member
of the group.

Fine-grained access control involves the following:

• Manage (Create, Edit, Delete) Groups

• Add or remove permissions to the groups
• Assign or Unassign users to one or more groups
Any user of the Intelligent Track and Trace application must be a member of at least one group. The two key
components of fine-grained access control are:

Topic
• User Permissions
• Permission Groups

User Permissions
Permissions are authorizations to allow access to each application component. You must have required permissions to
perform a specific action or a series of actions associated with a task.

Example Use case

For a business flow, some non-admin users in your organization only need to submit documents or trace items ingested
in to the application. As an administrator, you assign permissions to users only to submit documents or to trace items.

Permission Types
Permissions define the level of access rights available to you. These are:
• Administrative permissions: Administrative permissions are mapped to administrator functions. For example,
an admin user may have full configuration access or limited configuration access within Intelligent Track and
Trace application.
• Non-Administrative permissions: Non-Administrative permissions can be function specific as per business
requirement. For example, a non-admin user may have read-only permissions to selective functions.

Transitive permissions
Some permissions depend on other permissions to also be granted. As a user, instead of selecting all the dependent
permissions manually, the application determines the dependencies and automatically grants these permissions. This
piggy-backing approach further enhances the fine-grained access control capabilities with additional permissions
assigned implicitly along-with main permissions.

For example, for a user to invite new trading partners via configurations page, the user must have the trading partner
read permission. Here, TRADING PARTNER READ permission is a transitive (add-on) permission with TRADING PARTNER WRITE
permission.

Permission Definitions
To control access to various functions, you create permission groups and then assign users to the groups. The
permissions that you assign vary depending on the type of function you need to access.

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The following table shows the permission mapping to ADMIN, APP_USER, and USER groups: For more information on
user groups, see Permission Groups.

UI Function Permission Administrative

Admin User App_ Transitive Permissions Description
User

Configuration TRADING_PARTNER_READ No Yes Yes No USER_READ, GLOBAL_APP_ Read-only access to Trading Partners
SETTINGS_RE AD Configuration page

TRADING_PARTNER_WRITE Yes Yes No No TRADING_PAR TNER_READ Read-write access to Trading Partners

Configuration page

DOCUMENT_TYPE_READ No Yes Yes No Read-only access to Document Types

Configuration page

DOCUMENT_TYPE_WRITE Yes Yes No No DOCUMENT_T YPE_READ Read-write access to Document Types

Configuration page

FLOW_DEFINITION_READ No Yes Yes No DOCUMENT_T YPE_READ, Read-only access to Business Flow

TRADING_PAR TNER_READ Templates and Business Flows
Configuration pages

FLOW_DEFINITION_WRITE Yes Yes No No FLOW_DEFINIT ION_READ Read-write access to Business Flow

Templates and Business Flows
Configuration pages

SMART_CONTRACT_READ Yes Yes Yes No FLOW_DEFINIT ION_READ, EVENT_ Read-only access to Smart Contracts
ACTIO N_READ, UOM_READ Configuration page

SMART_CONTRACT_WRI TE Yes Yes No No SMART_CONT RACT_READ Read-write access to Smart Contracts

Configuration page

DOCUMENT_INTEGRATI ON_ Yes Yes Yes No FLOW_DEFINIT ION_READ Read-only access to Document Integration
ENDPOINT_READ Endpoints page

DOCUMENT_INTEGRATI ON_ Yes Yes No No DOCUMENT_IN TEGRATION_E Read-write access to Document Integration
ENDPOINT_WRITE NDPOINT_READ Endpoints page

DOCUMENT_INTEGRATI ON_ Yes Yes No No FLOW_DEFINIT ION_READ Read-only access to Document Integrations
DEFINITION_READ and Activity Log page

DOCUMENT_INTEGRATI ON_ Yes Yes No No DOCUMENT_IN TEGRATION_D Read-write access to Document Integrations
DEFINITION_WRITE EFINITION_READ and Activity Log page
DOCUMENT_IN TEGRATION_E
NDPOINT_WRI TE

OUTBOUND_CONNECTIO N_READ Yes Yes Yes No Read-only access to Connections page

OUTBOUND_CONNECTIO N_WRITE Yes Yes No No OUTBOUND_C ONNECTION_R EAD Read-write access to Connections page

EVENT_ACTION_READ Yes Yes Yes No DOCUMENT_T YPE_READ, Read-only access to Event Actions page
OUTBOUND_C ONNECTION_R EAD

EVENT_ACTION_WRITE Yes Yes No No EVENT_ACTIO N_READ Read-write access to Event Actions page

ITEM_TYPE_READ Yes Yes No No UOM_READ Read-only access to Item Types page

ITEM_TYPE_WRITE Yes Yes No No ITEM_TYPE_C ODE_WRITE Read-write access to Item Types page

PACKAGE_TYPE_READ Yes Yes No No Read-only access to Package Types page

PACKAGE_TYPE_WRITE Yes Yes No No PACKAGE_TYP E_READ Read-write access to Package Types page

UOM_READ No Yes Yes Yes Read-only access to Units Of Measure page

UOM_WRITE Yes Yes No No UOM_READ Read-write access to Units Of Measure page

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UI Function Permission Administrative

Admin User App_ Transitive Permissions Description
User

Monitoring REPORT_TEMPLATES_D Yes Yes No No Read-only access to Report Templates page

EFINITION_READ

REPORT_TEMPLATES_D Yes Yes No No REPORT_TEMP LATES_DEFINI Read-write access to Report Templates page
EFINITION_WRITE TION_READ

USER_READ No Yes Yes No Read-only access to Users page / tab

USER_WRITE Yes Yes No No USER_READ Read-write access to Users page / tab

USER_GROUP_READ Yes Yes No No Read-only access to Groups page / tab

USER_GROUP_WRITE Yes Yes No No USER_GROUP_ READ Read-write access to Groups page / tab

GLOBAL_APP_SETTINGS _READ No Yes Yes No Read-only access to Settings page

GLOBAL_APP_SETTINGS _WRITE Yes Yes No No GLOBAL_APP_ SETTINGS_RE AD Read-write access to Settings page

DOCUMENT_DIAGNOSTI CS Yes Yes No No UOM_READ Access to Document Processing Diagnostics

page

NOTIFICATION_READ No Yes Yes No UOM_READ Access to Notifications page

SMART_CONTRACT_PRO POSAL_ Yes Yes Yes No UOM_READ Access to Smart Contract Proposal page
READ

SIMULATION Yes Yes No No FLOW_DEFINIT ION_READ, UOM_ Covers simulation definition and running of
READ simulations

Operations DASHBOARD_READ No Yes Yes No FLOW_DEFINIT ION_READ, UOM_ Read-only access to Dashboards and
READ Trading Partner operations pages

DASHBOARD_WRITE Yes Yes No No DASHBOARD_ READ Read-write access to Dashboards and

Trading Partner operations pages

ITEM_TRACE No Yes Yes No UOM_READ Access to Product Tracking operations

pages (Packages and Items)

DOCUMENT_TRACE No Yes Yes No DOCUMENT_T YPE_READ, UOM_ Access to operations pages Business Flows
READ and Documents

DOCUMENT_SUBMIT No Yes Yes Yes UOM_READ Access to Document Receiver REST API and
Document Endpoints page

All permissions are constrained by trading partner type. For example, FLOW_DEFINITION_WRITE grants founder users full
access to flow configuration screens, whereas endorser users can access and modify only certain entities. For example,
modify viewers of a flow/step where the trading partner is a submitter.

The following table shows the permission mapping based on current trading partner type:

UI Component Permission Trading Partner Type Description

Configuration TRADING_PARTNER_RE AD Founder Provides read-only access to Trading Partners

Configuration page

Endorser Doesn't provide any functionality. Should be

filtered out

Participant Doesn't provide any functionality. Should be

filtered out

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UI Component Permission Trading Partner Type Description

TRADING_PARTNER_W RITE Founder Provides read-write access to Trading Partners

Configuration page

Endorser Doesn't provide any functionality. Should be

filtered out

Participant Doesn't provide any functionality. Should be

filtered out

DOCUMENT_TYPE_READ Founder Provides read-only access to Document Types

Configuration page

Endorser Provides read-only access to Document Types

Configuration page

Participant Provides read-only access to Document Types

Configuration page

DOCUMENT_TYPE_WRI TE Founder Provides read-write access to Document Types

Configuration page

Endorser Doesn't provide any functionality. Should be

filtered out

Participant Doesn't provide any functionality. Should be

filtered out

FLOW_DEFINITION_READ Founder Provides read-only access to Business Flow

Templates and Business Flows Configuration
pages

Endorser Provides read-only access to Business Flows

Configuration page.

Participant Doesn't provide any functionality. Should be

filtered out

FLOW_DEFINITION_WRI TE Founder Provides read-write access to Business Flow

Templates and Business Flows Configuration
pages

Endorser Provides read-write access to Business Flows

Configuration page. Can edit only the steps where
the ENDORSER is a submitter and can edit viewers
only if it's allowed on a Trading Partner level.

Participant Doesn't provide any functionality. Should be

filtered out

SMART_CONTRACT_RE AD Founder Provides read-only access to Smart Contracts

Configuration page

Endorser Provides read-only access to Smart Contracts

Configuration page.

Participant Doesn't provide any functionality. Should be

filtered out

SMART_CONTRACT_W RITE Founder Provides read-write access to Smart Contracts

Configuration page. (Founder can update
contracts only when it's an author.)

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UI Component Permission Trading Partner Type Description

Endorser Provides read-write access to Smart Contracts

Configuration page. (Endorser can update
contracts only when it's an author.)

Participant Doesn't provide any functionality. Should be

filtered out

DOCUMENT_INTEGRATI ON_ Founder Provides read-only access to Document

ENDPOINT_READ Integration Endpoints Configuration page.

Endorser Provides read-only access to Document

Integration Endpoints Configuration page.

Participant Provides read-only access to Document

Integration Endpoints Configuration page.

DOCUMENT_INTEGRATI ON_ Founder Provides read-write access to Document

ENDPOINT_WRITE Integration Endpoints Configuration page.

Endorser Provides read-write access to Document

Integration Endpoints Configuration page.

Participant Provides read-write access to Document

Integration Endpoints Configuration page.

DOCUMENT_INTEGRATI ON_ Founder Provides read-only access to Document

DEFINITION_READ Integrations Configuration page and Integrations
tab on Activity Log Monitoring page.

Endorser Provides read-only access to Document

Integrations Configuration page and Integrations
tab on Activity Log Monitoring page.

Participant Provides read-only access to Document

Integrations Configuration page and Integrations
tab on Activity Log Monitoring page.

DOCUMENT_INTEGRATI ON_ Founder Provides read-write access to Document

DEFINITION_WRITE Integrations Configuration page and Integrations
tab on Activity Log Monitoring page.

Endorser Provides read-write access to Document

Integrations Configuration page and Integrations
tab on Activity Log Monitoring page.

Participant Provides read-write access to Document

Integrations Configuration page and Integrations
tab on Activity Log Monitoring page.

OUTBOUND_CONNECTI ON_READ Founder Provides read-only access to Connections

Configuration page

Endorser Provides read-only access to Connections

Configuration page

Participant Doesn't provide any functionality. Should be

filtered out

OUTBOUND_CONNECTI ON_WRITE Founder Provides read-write access to Connections

Configuration page

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UI Component Permission Trading Partner Type Description

Endorser Provides read-write access to Connections

Configuration page

Participant Doesn't provide any functionality. Should be

filtered out

EVENT_ACTION_READ Founder Provides read-only access to Event Action

Configuration page

Endorser Provides read-only access to Event Action

Configuration page

Participant Doesn't provide any functionality. Should be

filtered out

EVENT_ACTION_WRITE Founder Provides read-write access to Event Action

Configuration page

Endorser Provides read-write access to Event Action

Configuration page

Participant Doesn't provide any functionality. Should be

filtered out

ITEM_TYPE_READ Founder Provides read-only access to Item Types

Configuration page and Uploads tab on Activity
Log Monitoring page.

Endorser Provides read-only access to Item Types

Configuration page.

Participant Provides read-only access to Item Types

Configuration page.

ITEM_TYPE_WRITE Founder Provides read-write access to Item Types

Configuration page and Uploads tab on Activity
Log Monitoring page.

Endorser Provides read access to Item Types Configuration

page and write access to Trading Partner specific
item Type code on this page

Participant Provides read access to Item Types Configuration

page and write access to Trading Partner specific
item Type code on this page

PACKAGE_TYPE_READ Founder Provides read-only access to Package Types

Configuration page.

Endorser Provides read-only access to Package Types

Configuration page.

Participant Provides read-only access to Package Types

Configuration page.

PACKAGE_TYPE_WRITE Founder Provides read-write access to Package Types

Configuration page.

Endorser Doesn't provide any functionality. Should be

filtered out.

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UI Component Permission Trading Partner Type Description

Participant Doesn't provide any functionality. Should be

filtered out.

UOM_READ Founder Provides read-only access to Units Of Measure

Configuration page

Endorser Provides read-only access to Units Of Measure

Configuration page

Participant Provides read-only access to Units Of Measure

Configuration page

UOM_WRITE Founder Provides read-write access to Units Of Measure

Configuration page

Endorser Doesn't provide any functionality. Should be

filtered out

Participant Doesn't provide any functionality. Should be

filtered out

REPORT_TEMPLATES_ DEFINITION_ Founder Provides read-only access to Report Templates

READ Configuration page.

Endorser Provides read-only access to Report Templates

Configuration page.

Participant Provides read-only access to Report Templates

Configuration page.

REPORT_TEMPLATES_ DEFINITION_ Founder Provides read-write access to Report Templates

WRITE Configuration page.

Endorser Doesn't provide any functionality. Should be

filtered out.