When Planning and Budgeting license is purchased, the administrator will receive a Welcome Email with a subject: Action Required: Welcome to Oracle Cloud. Please Add Your Subscription(s) to a Cloud Account to Get Started. This email includes options on how you can activate the service; administrator can select either of the two:
•Create New Cloud Account
If you are a new Oracle customer or would like to activate the service in new Cloud Account
•Activate into Existing Cloud Account
If you are an existing Oracle Cloud customer with Cloud Account and would like to activate the service under an existing Cloud Account
To create new cloud account
1.Click Create New Cloud Account and you will be directed to ‘Activate My Service’ page.
2.Complete the form with your account details.
•Cloud Account Name
The Cloud Account Name must be unique; it must start with a lowercase letter and can have up to 25 lowercase letters and numbers. You cannot use spaces or any special characters.
Important Note: Cloud account name become part of your log in URL. You might be able to change the cloud account name in the future, but you cannot change the URL and the original cloud account name will always be displayed in the URL so please avoid using your personal details as cloud account name. For example, if you call your Oracle account ‘ourcompany’ your EPM Application URL may look something like: https://ourcompany-oracleepm3.epm.us-phoenix-1.ocs.oc-test.com/epmcloud
•Email Address
Enter the email address to which the welcome email was sent.
3.Enter the Administrator Details
This administrator is someone that will manage the Cloud Account and will have Service Administrator role. Oracle will send email to this user with the information needed to access the My Services (OCI) to complete the next stage of the process.
For reference, please see Instructions for First-time Customers.
4.Click Create Account to submit your request for a new Oracle Cloud Account and you will be directed to Congratulations page and click Close.
5.After successful Cloud Account creation, you will receive an email with username and temporary password to log in. Then you can proceed in creating your environment.
To Activate into Existing Cloud Account
1.Click the Activate into Existing Cloud Account from the welcome email.
Note: You can only activate into an existing account if you are one of the administrators. If you are not one of the administrators, current administrator should add you first as an administrator. You will receive an email with the Cloud Account credentials once the appropriate roles are granted.
2.Enter your Cloud Account Name and click Next.
3.You will be directed to Single Sign-On (SSO) page if your tenancy has been federated to another Identity Provider and you will select Identity Provider then click Continue.
4.Enter your Cloud Account credentials and will take you to Myservices dashboard.
5.Click on Manage Account in Myservices Dashboard.
Note: If you are directed to Infrastructure page and a link to switchback to Application Console is not available, you can go to Myservices Dashboard via Service User Console which you can find under user profile icon at the upper right corner.
If you still encounter issue, please log a support ticket to My Oracle Support portal. Do not create a new Cloud Account, as it cannot be merged with other existing Cloud Account.
6.Click on Activate tab.
7.Choose the service you want to activate and click the button Cloud Services Setup.
8.Click on Cloud Account Name drop-down menu and select the cloud account you want to activate the service into and click Assign Account.
9.When order is successfully activated to your existing Cloud Account, you will see the Review Summary message.
10.Click Close. You have completed the activation phase for activating into existing cloud account and you will be notified and may require you to Create Instance/Environment.
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