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Oracle Utilities Customer To MeterIntegration to Oracle Field Service CloudConfiguration GuideRelease 18.1F11650-01October 2018

Oracle Utilities Customer To Meter Integration to Oracle Field Service Cloud 1Configuration GuideCopyright 2018 Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of theprograms, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. Noother rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safeuse. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this softwareor hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unless otherwiseset forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not beresponsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Oracle.

ContentsPreface. iAudience . iDocumentation and Resources . iDocumentation Accessibility . iiConventions. iiAbbreviations . iiiChapter 1Introduction . 1-1Overview of the Integration . 1-2About Oracle Utilities Customer To Meter. 1-2About Oracle Field Service Cloud . 1-2About Oracle Integration Cloud . 1-3Software Requirements. 1-3Chapter 2Solution Architecture . 2-1Solution Diagram. 2-2Synchronous. 2-2One-way Asynchronous. 2-3Business Flows . 2-4Process Activity . 2-4Appointment Window Request . 2-5Interim Activity Status. 2-7Device Verification . 2-8Create Activity . 2-9Activity Completion/Cancellation. 2-11Chapter 3Configuring Oracle Utilities Customer To Meter . 3-1Configuring Admin Data. 3-2Message Senders. 3-2Outbound Message Types . 3-3External System . 3-4External Application (Service Provider) . 3-5Master Configuration. 3-6Activity Types . 3-7Adding Oracle Integration Cloud Certificates . 3-8Managing Catalog Services. 3-8Chapter 4Configuring Oracle Field Service Cloud. 4-1Integrating Using OIC/ICS . 4-2Configuring Oracle Field Service Cloud . 4-2Creating Time Slots. 4-3Contents - iOracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

Creating Work Skills .Creating Capacity Categories.Designating Buckets for Capacity or Quota Management .Adding Quota to Bucket .Creating Plug-ins .4-34-44-64-74-8Chapter 5Importing, Configuring, and Testing Integration Connections . 5-1Importing the Oracle Integration Cloud Package from Oracle Cloud Marketplace. 5-2Verifying the Package Import. 5-2Configuring Connections in Oracle Integration Cloud . 5-3Configuring UAC SOM Connection . 5-3Configuring REST Outbound Connection. 5-4Configuring OFSC Connection . 5-4Configuring REST OFSCAppointment Connection . 5-4Configuring Agent (if applicable). 5-4Possible Combinations . 5-5Creating an Agent Group. 5-5Downloading Agent Installer . 5-5Installing On-Premises Agent . 5-6Setting up Certificates for Security. 5-6Chapter 6Configuring Lookups, Error Handling, and Email Notifications . 6-1Configuring Lookups . 6-2Editing Lookups. 6-4Error Handling. 6-4Error Handling Ways. 6-4Resubmitting the Error Instances in Oracle Integration Cloud . 6-5Email Notifications . 6-5Chapter 7Customizations . 7-1Mapping Extra Elements. 7-2Chapter 8Activating and Testing the Integration Flows. 8-1Activating Integration Flows . 8-2Testing the Integration Flows. 8-3Chapter 9Monitoring and Troubleshooting . 9-1Oracle Utilities Customer To Meter . 9-2Oracle Utilities Customer To Meter Error Logs. 9-2Oracle Integration Cloud. 9-2Monitoring Integration Flows . 9-2Troubleshooting . 9-3Appendix AData Mapping . A-1Activity Completion . A-2Activity Completion Request Mapping. A-2Activity Completion Response Mapping. A-2Activity Status. A-22Request Mapping for Find Activity. A-22Response Mapping Find Activity Result . A-23Request Mapping for Get Activity . A-23Response Mapping for Oracle Utilities Customer To Meter . A-24Appointment Request . A-25Contents - iiOracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

Appointment Request Mapping. A-25Appointment Response Mapping. A-26Device Verification. A-29Device Verification Request Mapping . A-29Device Verification Response Mapping . A-30Pickup Orders Create. A-37Pickup Orders Create Request Mapping . A-37Process Activity. A-41Process Activity Request Mapping . A-41Process Activity Response Mapping . A-56Cancel Activity Request Mapping. A-58Contents - iiiOracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

PrefaceWelcome to the Oracle Utilities Customer To Meter Integration to Oracle Field ServiceCloud Configuration Guide.AudienceThis document is intended for anyone implementing the Oracle Utilities Customer ToMeter Integration to Oracle Field Service Cloud.Documentation and ResourcesFor more information regarding this integration, foundation technology and the edgeapplications, refer to the following documents:Product DocumentationTopicDescriptionOracle Utilities Customer To MeterIntegration to Oracle Field Service CloudConfiguration GuideOracle Utilities Customer To MeterdocumentationOracle Field Service Cloud documentationRefer to the Oracle Utilities applicationsdocumentation page:http://docs.oracle.com/cd/E72219 oud/saas/field-service/18c/index.htmlPreface - iOracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

Documentation AccessibilityAdditional DocumentationResourceLocationOracle SupportVisit My Oracle Support at https://support.oracle.com regularly to stay informed aboutupdates and patches.Access the support site for the Edge ApplicationCertification Matrix for Oracle Utilities Products(Doc ID 1454143.1) or refer to the Oracle UtilitiesIntegrations page at roductinfo/utilities/integration/index.htmOracle Technology Network (OTN)Latest versions of tmlOracle Universityfor training tion AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle AccessibilityProgram website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers have access to electronic support for the hearing impaired. Visit:http://www.oracle.com/pls/topic/lookup?ctx acc&id info or http://www.oracle.com/pls/topic/lookup?ctx acc&id trsConventionsThe following text conventions are used in this document:ConventionMeaningboldfaceBoldface type indicates graphical user interface elements associated with anaction, or terms defined in text or the glossary.italicItalic type indicates book titles, emphasis, or placeholder variables for whichyou supply particular values.monospaceMonospace type indicates commands within a paragraph, URLs, code inexamples, text that appears on the screen, or text that you enter.Preface - iiOracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

AbbreviationsAbbreviationsThe following terms are used in this document:TermExpanded FormOFSCOracle Field Service CloudOICOracle Integration CloudICSIntegration Cloud ServiceSOMOracle Utilities Service Order ManagementDVMDomain Value Map (Lookup)C2MOracle Utilities Customer to MeterPreface - iiiOracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

Chapter 1IntroductionThis chapter provides an overview about the integration between Oracle UtilitiesCustomer To Meter and Oracle Field Service Cloud using Oracle Integration Cloud. Itfocuses on software requirements, Oracle Integration Cloud, and business standpoint ofthe integration.The chapter includes the following: Overview of the Integration About Oracle Utilities Customer To Meter About Oracle Field Service Cloud About Oracle Integration Cloud Software RequirementsIntroduction 1 - 1Oracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

Overview of the IntegrationOverview of the IntegrationOracle Utilities Customer To Meter Integration to Oracle Field Service Cloud helps tomanage a fieldwork originated in the Oracle Utilities Customer to Meter solution inOracle Field Service Cloud. The integration can be leveraged to create appointments andinitiate/update/cancel activities in the field using the Oracle Field Service Cloud solution.The major business flows revolve around activities, appointments, devices, and servicepoints. The activities are created in Oracle Utilities Customer To Meter and sent toOracle Field Service Cloud for the mobile worker to perform the activity. The fieldactivity completion information is sent from Oracle Field Service Cloud to OracleUtilities Customer To Meter where it is processed by Service Order Management (SOM).In addition, the integration supports item/device verification, an ability to request forOracle Utilities Customer To Meter interim status of a field activity being processed byOracle Field Service Cloud and the related pick-up orders.About Oracle Utilities Customer To MeterIt is a customer information system (CIS) combined with Oracle Utilities Meter DataManagement System as one single solution. It has pre-built integration with head-end andAMI systems and captures data from multiple sources and has multi-channelcommunication. With smart meters, this solution is capable of managing any size ofsmart programs with varying maturity levels. Various flows such as meter, person, serviceagreement, service points, meter reading, meter configuration are performed in a singleapplication.About Oracle Field Service CloudOracle Field Service Cloud is built on time-based, self-learning, and predictivetechnology, empowering to solve business problems while evolving the field serviceorganization. It has various modules to choose, such as forecasting, routing, capacity,mobility, collaboration, core manage, smart location, customer communication, andIntroduction 1 - 2Oracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

About Oracle Integration Cloudmore. It leverages the performance pattern profiles to create optimal daily routes andschedules and continues to learn as employee work patterns change over time.About Oracle Integration CloudOracle Integration Cloud is a unified platform to integrate the applications, automateprocesses, and create applications.Using the Process Builder the business processes can be rapidly designed, automated, andmanaged in the cloud. Using integrations connect the applications into a continuousbusiness flow. The integrations can be quickly developed and activated between both theapplications that live in the cloud; and the applications still live on premises. The lookupshelp to match application specific codes between the two applications. With VisualBuilder, build great web and mobile applications. There is no code, no setup, and no ITresources required; these can be embedded as widgets in different applications.Integration Insights and Stream Analytics helps to simplify and extract business metricsand create custom dashboards.Software RequirementsThe application supported versions are: Oracle Utilities Customer To Meter - V2.7.x or higher Oracle Integration Cloud - V18.3.5.0.0 or higher Oracle Field Service Cloud - 18C or higherIntroduction 1 - 3Oracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

Chapter 2Solution ArchitectureThis chapter provides an overview of the application architecture used by the integration,including: Solution Diagram Business FlowsSolution Architecture 2 - 1Oracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

Solution DiagramSolution DiagramThe technical aspects involved in Oracle Utilities Customer To Meter Integration toOracle Field Service Cloud are: It is an integration between Oracle Utilities Customer To Meter and Oracle FieldService Cloud. The integration layer is made up of integration processes deployed on OracleIntegration Cloud. It uses web services and REST APIs to facilitate communication between thetwo applications. In the Oracle Utilities Customer To Meter initiated processes, outboundmessages are sent and Oracle Field Service Cloud uses REST API to receive themessages. In the Oracle Field Service Cloud initiated processes, events are triggered andOracle Utilities Customer To Meter uses inbound web services (IWS) to receivethe messages.The integration patterns used in this solution are: Synchronous One-way AsynchronousSynchronousThe synchronous integration process:1. Receives request message from the source application.2. Transforms the message from source format to the target format. Lookups are usedfor data translations.3. Invokes the target application.4. Transforms the message (after invoking the target application) from the targetformat back to the source format. It sends back an acknowledgment/synchronousresponse.5. In case of any error, the global fault handler catches them and sends the transformederror message to the source application.6. An optional email notification is sent to the respective users as configured.Solution Architecture 2 - 2Oracle Utilities Customer To Meter Integration to Oracle Field Service Cloud Configuration Guide

One-way AsynchronousOne-way AsynchronousThe one-way asynchronous integration process:1. Receives request message from the source application.2. Transforms message from the source to the target format. Lookups are used for datatranslations.3. Invokes target application to send the request message.4. In case of any error, the global fault handler catches them.5. The error instance can be re-submitted from O

applications, refer to the following documents: Product Documentation Topic Description Oracle Utilities Customer To Meter Integration to Oracle Field Service Cloud . the integration. The chapter includes the following:

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