Use Oracle with Automation

Oracle IAM (Identity Domains)

Prerequisites for Oracle IAM

• In Oracle Identity and Access Management (IAM), ensure that the application you use for Automation is registered as an OAuth client in the relevant identity domain.

• The application must be assigned the necessary app roles such as Identity Domain Administrator to perform IAM actions via the API. This ensures your automation can securely access and manage users, groups, and other identity resources as required.

1. Configure the Connection in Jira Service Management Automation

When you’re setting up Oracle in Jira Service Management Automation, first add any Oracle IAM action to your rule, then, when prompted to choose a connection, select Create connection and enter the following details you set up an Oracle Connection:

1. Client ID and Client Secret

   • Copy the Client ID from your Oracle OAuth client and paste it into the Client ID field.

   • Copy the Client Secret from your Oracle OAuth client and paste it into the Client Secret field.

2. Scopes

   • You must also include these scopes:

     • offline_access – required so we can request a refresh token. This lets your automations keep running without asking you to sign in every day.

     • openid – required to perform the OAuth 2.0 / OpenID Connect flow.

     • urn:opc:idm:__myscopes__ – required for Oracle IAM actions

3. Save and Test the Connection

   • Save your connection.

   • Run a test or a sample rule to confirm that authentication works and that the connection can access the Oracle IAM as expected.

Create Oracle IAM user

You can use this action to create a new user in Oracle IAM.

Enter the following fields or select using smart values:

• Username: Enter a unique username the user will use to sign in to Oracle IAM.

• Display name: Enter the full name you want to display for this user in Oracle IAM.

• Primary email: Enter the user’s primary work email address.

• Active: Select whether the user account should be active. Turn this off if you want to create the user in a disabled state.

Get Oracle IAM user

You can use this action to get details for a specific Oracle IAM user by ID.

Enter the following fields or select using smart values:

• User ID: Enter the OCID or SCIM user ID of the user you want to retrieve.

• Attributes: (Optional) Enter a comma-separated list of attributes (for example, userName,displayName,emails) to limit the data returned.

• Attribute sets: (Optional) Choose an attribute set such as all, default, or request to control how much detail is returned in the response.

Add Oracle IAM group member

You can use this action to add a user as a member of an Oracle IAM group.

Enter the following fields or select using smart values:

• Group ID: Enter the OCID or SCIM group ID for the Oracle IAM group you want to update.

• User ID: Enter the OCID or SCIM user ID of the person you want to add as a member.

Remove Oracle IAM group member

You can use this action to remove a user from an Oracle IAM group.

Enter the following fields or select using smart values:

• Group ID: Enter the OCID or SCIM group ID for the Oracle IAM group that currently contains the user.

• User ID: Enter the OCID or SCIM user ID of the person you want to remove from the group.

Oracle Analytics Cloud

Prerequisites: Steps to Perform Before Using Oracle Analytics Actions

Before you can use Oracle Analytics Actions in Automation, you must complete the following setup steps in your Oracle Cloud environment. These steps are similar to those for Oracle Integration Actions, with minor changes for Oracle Analytics Cloud and an additional required scope.

1. Create an Oracle Analytics Cloud Instance

1. Sign in to the Oracle Cloud Console.

2. Under the list of available services, select Analytics & AI > Analytics Cloud.

3. Create a new Oracle Analytics Cloud instance in your desired region.

4. After the instance is created, review and note the following details:

   • Instance URL (this will be required for configuration)

   • Any other relevant instance details displayed on the summary page

2. Add a Resource in Oracle Identity and Access Management (IAM)

To enable secure access and proper authorization for your analytics actions, follow these detailed steps to add your Oracle Analytics Cloud instance as a resource in Oracle Application.

a. Select the Appropriate Domain

1. In the Oracle Cloud Console, go to Identity & Security.

2. Select Domains from the navigation menu.

b. Configure the Integrated Application

1. Within your chosen domain, go to the Integrated Applications tab.

2. Select the application you want to configure for Oracle Analytics.

c. Edit OAuth Configuration

1. Open the OAuth Configuration tab for the selected application.

2. Click Edit to modify the OAuth settings.

d. Add the Oracle Analytics Resource

1. On the OAuth Configuration page, enable the Add Resource option.

2. A search box will appear—use it to search for and add the required scopes.

3. Select your Oracle Analytics Cloud instance and the associated scopes you noted during the instance creation process.

3. Configure the Connection in Jira Service Management Automation

When you’re setting up Oracle in Jira Service Management Automation, first add any Oracle Analytics action to your rule, then, when prompted to choose a connection, select Create connection and enter the following details you set up an Oracle Connection:

When you create the Oracle connection in Jira Service Management Automation,

1. Client ID and Client Secret

   • Copy the Client ID from your Oracle OAuth client and paste it into the Client ID field.

   • Copy the Client Secret from your Oracle OAuth client and paste it into the Client Secret field.

   • Make sure you use the same application you configured in Oracle IAM in the previous steps.

2. Scopes

   • In the Scopes field, add all the scopes from the resource you configured in Oracle IAM.

   • You must also include these scopes:

     • offline_access – required so we can request a refresh token. This lets your automations keep running without asking you to sign in every day.

     • openid – required to perform the OAuth 2.0 / OpenID Connect flow.

3. Save and Test the Connection

   • Save your connection.

   • Run a test or a sample rule to confirm that authentication works and that the connection can access the Oracle Analytics Cloud as expected.

Get Oracle Analytics catalog

Use this action to list catalog items available in your Oracle Analytics Cloud instance.

Enter the following fields or select using smart values:

• URL: Enter the base URL of your Oracle Analytics Cloud instance.

• Type: (Optional) Enter a catalog item type to filter by, such as folder,project,connection,dataset.

• Search: (Optional) Enter a search string to match item names or descriptions.

• Limit: (Optional) Enter the maximum number of items to return.

• Page: (Optional) Enter the page token to retrieve the next page of results.

• Sort by: (Optional) Enter a field to sort by, for example name,updatedTime.

• Sort order: (Optional) Select ascending (ASC) or descending (DESC) order.

Get Oracle Analytics Cloud catalog items by type

Use this action to return catalog items filtered to a specific type, such as folders or datasets.

Enter the following fields or select using smart values:

• URL: Enter the base URL of your Oracle Analytics Cloud instance.

• Type: Enter the catalog item type to return, such as folder,project,connection,dataset.

• Search: (Optional) Enter a search string to match item names or descriptions.

• Limit: (Optional) Enter the maximum number of items to return.

• Page: (Optional) Enter the page token to retrieve the next page of results.

• Sort by: (Optional) Enter a field to sort by, for example name,updatedTime.

• Sort order: (Optional) Select ascending (ASC) or descending (DESC) order.

Get details of an Oracle Analytics Cloud instance

Use this action to retrieve metadata and state for a specific Oracle Analytics Cloud instance.

Enter the following fields or select using smart values:

• URL: Enter the base URL of your Oracle Analytics Cloud instance.

Oracle Integration

Prerequisites: Steps to Perform Before Using Oracle Integration Actions

Before you can use Oracle Integration Actions in Automation, you must complete the following setup steps in your Oracle Cloud environment:

1. Create an Oracle Integration Instance

1. Sign in to the Oracle Cloud Console.

2. Under the list of available services, select Developer services > Application Integration > Integration.

3. Create a new Oracle Integration instance in your desired region.

4. After the instance is created, review and note the following details:

   • Instance URL

   • Any other relevant instance details displayed on the summary page

2. Add a Resource in Oracle Identity and Access Management (IAM)

To enable secure access and proper authorization for your integration, you need to add the Oracle Integration instance as a resource in Oracle IAM:

a. Select the Appropriate Domain

1. In the Oracle Cloud Console, go to Identity & Security.

2. Select Domains from the navigation menu.

b. Configure the Integrated Application

1. Within your chosen domain, go to the Integrated Applications tab.

2. Select the application you want to configure for Oracle Integration.

c. Edit OAuth Configuration

1. Open the OAuth Configuration tab for the selected application.

2. Click Edit to modify the OAuth settings.

d. Add the Oracle Integration Resource

1. On the OAuth Configuration page, enable the Add Resource option.

2. A search box will appear—use it to search for and add the required scopes.

3. Select your Oracle Integration instance and the associated scopes you noted during the instance creation process.

3. Configure the connection in Jira Service Management Automation

When you’re setting up Oracle in Jira Service Management Automation, first add any Oracle Integration action to your rule, then, when prompted to choose a connection, select Create connection and enter the following details you set up an Oracle Connection:

1. Client ID and client secret

   • Copy the Client ID from your Oracle OAuth client and paste it into the Client ID field.

   • Copy the Client secret from your Oracle OAuth client and paste it into the Client secret field.

   • Make sure you use the same application you configured in Oracle IAM in the previous steps.

2. Scopes

   • In the Scopes field, add all the scopes from the resource you configured in Oracle IAM.

   • You must also include these scopes:

     • offline_access – required so we can request a refresh token. This lets your automations keep running without asking you to sign in every day.

     • openid – required to perform the OAuth 2.0 / OpenID Connect flow.

3. Save and test the connection

   • Save your connection.

   • Run a test or a sample rule to confirm that authentication works and that the connection can access the Oracle integration as expected.

Retrieve Oracle Integrations

Use this action to list integrations in an Oracle Integration instance.

Enter the following fields or select using smart values:

• Region: Enter the Oracle region of the Integration instance, for example us-ashburn-1.

• Integration instance: Enter the name of the Oracle Integration instance to query.

• Expand: (Optional) Enter related entities to include, such as connections,packages.

• Limit: (Optional) Enter the maximum number of items to return.

• Offset: (Optional) Enter the starting offset for pagination.

• Order by: (Optional) Enter a sort field, for example name,createdAt.

• Q: (Optional) Enter a query string to filter connections by name or other attributes.

Retrieve Oracle Connections

Use this action to list connections in an Oracle Integration instance.

Enter the following fields or select using smart values:

• Region: Enter the Oracle region of the Integration instance, for example us-ashburn-1.

• Integration instance: Enter the name of the Oracle Integration instance to query.

• Q: (Optional) Enter a query string to filter connections by name or other attributes.

• Limit: (Optional) Enter the maximum number of items to return.

• Offset: (Optional) Enter the starting offset for pagination.

• Order by: (Optional) Enter a sort field, for example name,createdAt.

• Expand: (Optional) Enter related entities to include, such as connections,packages.

Test an Oracle Connection

Use this action to test whether an Oracle Integration connection is configured correctly.

Enter the following fields or select using smart values:

• Region: Enter the Oracle region of the Integration instance, for example us-ashburn-1.

• Integration instance ID: Enter the identifier of the Integration instance that hosts the connection to test.

• Connection ID: Enter the identifier of the connection to test.