Install and Configure the Recipe

On your Oracle Integration instance, install the recipe to deploy and configure the integration and associated resources.

Install the recipe on your Oracle Integration instance. See Install a Recipe or Accelerator.

After you've installed the recipe, configure the following resources:

Configure the Oracle DocuSign Connection

  1. In the Connections section, click the connection name.
  2. In the Security section, enter the following details:
    Field Information to Enter
    Client Id Enter the client ID (integration key) that you obtained earlier while creating an app and integration key in DocuSign. See Create an App and Integration Key.
    Client Secret Enter the client secret that you obtained earlier while creating an app and integration key in DocuSign.
    Scope Enter signature extended.
    Instance Type Enter sandbox.
    Account ID Enter the DocuSign Account ID followed by the API Account ID you obtained while creating an app and integration key in DocuSign.
  3. Click Provide Consent.
  4. In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in.
    A browser window to grant access to DocuSign appears.
  5. Enter your DocuSign account credentials, then click Authorize and grant access.
  6. Click Save. If prompted, click Save again.
  7. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  8. To return to the project workspace, click Go back Back icon.

Configure the Oracle ServiceNow Connection

  1. In the Connections section, click the connection name.
  2. In the Connection Properties section, enter the ServiceNow host name. For example: https://instance_name.servicenow.com.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Username Enter your ServiceNow username.
    Password Enter your ServiceNow password.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click Go back Back icon.

Update the Integration Property

You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.

  1. In the Integrations section, click Actions Actions icon on the Oracle ServiceNow DocuSign User Doc SignIn integration flow, then select Update property values.
  2. In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail.
  3. Click DocuSignAccountId, and in the New Value field, enter your DocuSign Account ID. You obtained the DocuSign Account ID while creating an app and integration key. See step 11 in Create an App and Integration Key.
  4. Click DocuSignTemplateId, and in the New Value field, enter the Template ID that you obtained earlier. See Get the Template ID.
  5. Click NotificationMail, and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.
  6. Click Submit.
    A message confirms that the integration properties have been updated successfully.