2018 ERP/EPM Customer Success Day Cloud Portal and My Services

Transcription

1 2018 ERP/EPM Customer Success Day Cloud Portal and My Services Scott Keith March

2 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 2

3 My Services Overview Roles & Responsibilities My Services: Self Service Administration My Account: Account Administration Questions

4 Cloud Portal: Overview

5 Cloud Portal Administration Cloud Portal provides two applications for monitoring & operating services: My Account: Lets you monitor the status of services for an entire account, across multiple data centers and identity domains. My Account displays information about active, expired, and pending services. My Services: Lets you monitor and operate all active services within a single identity domain. You use My Services to perform all operating tasks, after your services are activated.

6 Copyright 2017, Oracle and/or its affiliates. All rights reserved. HCM World 2017

7 Cloud Portal: Roles & Responsibilities

8 Service Administration Roles & Responsibilities Cloud Portal: My Account = Account Administrator Cloud Portal: My Services = Service Administrator Cloud Applications = Applications Administrator My Oracle Support = MOS Administrator

9 Account Administrator Responsibilities: Administrator of all Cloud Services Monitor Cloud Services Can add/change Account Administrators Can add Identity Domain (Service) Administrators Access Details: cloud.oracle.com Access to My Account Oracle.com login Access to all cloud services For more details: Account Administrator Tasks

10 Service Administrator Responsibilities: Administer Cloud Service Manage Notification Contacts & Administrator Access Monitor Utilization & Uptime SFTP Password Management Payroll Vertex Tax Guide Download Maintenance Scheduling Access Details: cloud.oracle.com Access to My Services Individual logins for each environment (aka identity domain) Use Company Sign-In for SSO with Applications login For more details: Service Administrator Tasks

11 Cloud Applications Administrator Responsibilities: Always the initial Service Administrator Setup initial implementation users Perform initial environment setups or delegate to implementation partner Manage user & role access Access Details: Environment URL available in the Welcome Letter Login is same as My Services Welcome Letter provides link to Service Admin Action List and instructions to setup users and environment Getting Started with Your Implementation: HCM, ERP, Sales, and Risk Cloud

12 My Oracle Support (MOS) Administrator Responsibilities: Manage access to MOS which includes ability to log SR Review My Oracle Support Training and Documentation Utilize MOS to manage Service Requests (SR) and prioritize requests logged with support Access Details: support.oracle.com Oracle SSO Login First contact to sign in with CSI # becomes Administrator My Oracle Support Resource Center: Doc ID

13 Administrator Information Center Dashboard for Information on: Getting Started Managing Your Cloud Service Service Entitlements Updates & Upgrades Cloud Policies & Guidelines Oracle Applications Cloud Information Center for Administrators: Doc ID 110.2

14 Cloud Customer Connect Oracle Cloud Customer Connect 73,000+ Members and Counting. Join the Conversations Today! Customer-to-Customer Sharing Customer-to-Oracle Interactions Product Release Updates Upcoming Events Enhancement Requests

15 My Services: Self Service Administration

16 My Services Administration Maintenance Scheduling Service Details & Usage Metrics Service Administrator Management Notification Contact Management Notification History & Preferences Payroll Vertex Tax Guide Download

17 My Services

18 Maintenance Scheduling > Environment Refresh

19 Maintenance Scheduling > Environment Refresh

20 Maintenance Scheduling > Upgrade

21 Maintenance Scheduling > Upgrade

22 Users Service Administrator Management

23 Users > Contacts

24 Notifications

25 Notification History

26 Notifications > Notification Preferences

27 Service Details Dashboard

28 Service & Product Usage Metrics

29 Service & Product Usage Metrics User Access Metrics Users, Sessions, Browsers, Products Accessed, Page Views Performance Metrics Page Load Times Service Utilization Metrics BI Publisher and Enterprise Scheduler Jobs Subscription Metrics Database Storage Records, File Attachments, Hosted Named Users, Active Hosted Employees Business Usage Metrics Suppliers Imported, Purchasing Documents Processed, Number of Contracts Created Metrics for Fusion Cloud Services: MOS Community

30 Daily Service Usage Metric Report Reports Include: Hosted Named Users Unique User Logins Hosted Employees Storage Records Sales Cloud Service Activity File Attachments ESS Jobs Appendix A: Metric Descriptions, Hosted Named Users Appendix B: Metric Descriptions, ERP Subscription Records

31 Weekly User Activity Report Reports include: Sessions over time Sessions by country over time User sessions by browser and time Sessions by Client OS over time Total logins by Fusion product over time Page view percentages over time Average response time over time Load as sessions & page views over time Sample Report Page view percentages over time

32 My Account: Account Administration

33 My Account

34 My Account: Service Details Dashboard

35 My Account: Add Identity Domain Administrator

36 My Account: Add Account Administrator

37 Oracle Cloud Access

38 Strategies for Cloud Administration Map out the Administration of Your Cloud Service Monitor Service & Usage Communications & Notification Management Create an Environment Management Plan

39 Questions?

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