Oracle Service Cloud

This article outlines the integration with the Oracle Service Cloud connector, enabling streamlined metadata management through features such as crawling, profiling, data preview, and manual lineage building. It also ensures secure authentication via Credential Manager.

Connector Details

Connector Category	Application
Connector Version	Release7.x
Releases Supported (Available from)	Release6.x
Connectivity [How the connection is established with Oracle Service Cloud]	REST APIs
Verified Oracle Service Cloud Version	All Versions

The Oracle Service Cloud connector has been validated and is expected to be compatible with all Oracle Service Cloud versions. If there are any issues with validation or metadata crawling, please submit a support ticket for investigation and feedback.

Connector Features

Feature	Availability
Crawling	✅
Delta Crawling	❌
Profiling	✅
Query Sheet	❌
Data Preview	✅
Auto Lineage	❌
Manual Lineage	✅
Secure Authentication via Credential Manager	✅
Data Quality	❌
DAM (Data Access Management)	❌
Bridge	✅

Metadata Mapping

The following objects are crawled from Oracle Service Cloud and mapped to the corresponding UI assets.

Oracle Service Cloud Object	Oracle Service Cloud Attribute	OvalEdge Attribute	OvalEdge Category	OvalEdge Type
End point: /metadata-catalog	Name	Table	Tables	Table
End point: /metadata-catalog	Label	Table Title	Tables	Table
End point: /metadata-catalog	Description	Source Description	Descriptions	Source Description
End point: /metadata-catalog inside properties	Property Key	Column	Table Columns	-
End point: /metadata-catalog inside properties	Description	Source Description	Table Columns	-
End point: /metadata-catalog inside properties	Label	Column Title	Table Columns	-
End point: /metadata-catalog inside properties	MaxLength	Data Type Size	Table Columns	-

Set up a Connection

Prerequisites

The following are the prerequisites to establish a connection:

Service Account User Permissions

Use a dedicated service account to establish the connection to the data source, configured with the following minimum set of permissions.

👨‍💻Who can provide these permissions? The Oracle Service Cloud administrator grants these permissions, as users may not have the required access to assign them independently.

Objects	Permissions
API Level	Connect REST API Access
Endpoint Level	Metadata Catalog Read
Endpoint Level	Query Execution
Resource Level	Resource Read Access
User Level	Basic Authentication

Connection Configuration Steps

Users must have the Connector Creator role to configure a new connection.

1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for Oracle Service Cloud, and complete the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name	Description
Connector Type	By default, "OracleServiceCloud" is displayed as the selected connector type.
Credential Manager*	Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selection. Supported Credential Managers: OE Credential Manager AWS Secrets Manager HashiCorp Vault Azure Key Vault
Connector Name*	Enter a unique name for the Oracle Service Cloud connection (Example: "OracleServiceCloud_Prod").
Connector Environment	Select the environment (Example: PROD, STG) configured for the connector.
Connector Description	Enter the description related to the connector.
End Point*	Enter the Oracle Service Cloud domain URL in the End Point field.
Username*	Enter the Oracle Service Cloud account’s login ID configured for API access.
Password*	Enter the password associated with the Oracle Service Cloud Username.
Proxy Enabled*	Select Yes to enable proxy settings or No to connect directly without a proxy.

Default Governance Roles

Default Governance Roles*	Select the appropriate users or teams for each governance role from the drop-down list. All users configured in the security settings are available for selection.

Admin Roles

Admin Roles*	Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in the security settings are available for selection.

Bridge

Select Bridge*	Select the bridge from the drop-down list. The drop-down list displays all active bridges that have been configured. These bridges facilitate communication between data sources and the system without requiring changes to firewall rules.

1. After entering all connection details, the following actions can be performed:

   1. Click Validate to verify the connection.

   2. Click Save to store the connection for future use.

   3. Click Save & Configure to apply additional settings before saving.

2. The saved connection will appear on the Connectors home page.

Manage Connector Operations

Crawl/Profile

To perform crawl and Profile operations, users must be assigned the Integration Admin role.

The Crawl/Profile button allows users to select one or more schemas for crawling and profiling.

1. Navigate to the Connectors page and click Crawl/Profile.

2. Select the schemas to crawl.

3. The Crawl option is selected by default. To perform both operations, select the Crawl & Profile radio button.

4. Click Run to collect metadata from the connected source and load it into the Data Catalog.

5. After a successful crawl, the information appears in the Data Catalog > Databases tab.

The Schedule checkbox allows automated crawling and profiling at defined intervals, from a minute to a year.

1. Click the Schedule checkbox to enable the Select Period drop-down.

2. Select a time period for the operation from the drop-down menu.

3. Click Schedule to initiate metadata collection from the connected source.

4. The system will automatically execute the selected operation (Crawl or Crawl & Profile) at the scheduled time.

Other Operations

The Connectors page in OvalEdge provides a centralized view of all configured connectors, including their health status.

Managing connectors includes:

• Connector Health: Displays the current status of each connector, with a green icon for active connections and a red icon for inactive connections, helping monitor connectivity to data sources.

• Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and views.

Nine Dots Menu Options:

To view, edit, validate, configure, or delete connectors, click on the Nine Dots menu.

• Edit Connector: Update and revalidate the data source.

• Validate Connector: Check the connection's integrity.

• Settings: Modify connector settings.

  • Crawler: Configure data extraction.

  • Profiler: Customize data profiling rules and methods.

  • Access Instructions: Add notes on how data can be accessed.

  • Business Glossary Settings: Manage term associations at the connector level.

  • Others: Configure notification recipients for metadata changes.

• Delete Connector: Remove a connector with confirmation.

Connectivity Troubleshooting

If incorrect parameters are entered, error messages may appear. Ensure all inputs are accurate to resolve these issues. If issues persist, contact the assigned support team.

S.No.	Error Message(s)	Error Description & Resolution
1	Error while validating ORACLESERVICECLOUD connection Error while getting API response for URL: ovaledge.cqss4ijtzasl.ap-south-1.rds.amazonaws.com/services/rest/connect/latest | Root cause: Parameter specified as non-null is null: method okhttp3.Credentials.basic, parameter password	Error Description: The connection validation to Oracle Service Cloud failed because the password parameter required for API authentication was missing or null. Resolution: Ensure a valid password is provided in the connection settings, then revalidate the Oracle Service Cloud connection.

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