OURCS Overview Guide

Transcription

Oracle Utilities Rate Cloud ServiceOverview GuideRelease 22AF52864-01April 2022

Oracle Utilities Rate Cloud Service Release 22A Overview GuideCopyright 2012, 2022 Oracle and/or its affiliates.

ContentsChapter 1Rate Cloud Service Overview Guide. 1-1Chapter 2Rate Cloud Service Overview. 2-1Welcome to Oracle Utilities Rate Cloud Service . 2-2Rate Cloud Service User Access . 2-2Oracle Utilities Rate Cloud Service Applications . 2-3Oracle Utilities Rate Cloud Service Documentation. 2-4Notes on Applicability of Fields and Field Values . 2-5Portals Accessed via the Main Menu . 2-5Portals Accessed via the Admin Menu . 2-6Supported Client Platforms and Browsers . 2-9Supported Integrations .2-10Using Oracle Utilities Testing Accelerator with Oracle Utilities Rate Cloud Service. 2-10High-Level Roles and Responsibilities .2-12Hardware, Storage, Technology, and Application Software. 2-12Security. 2-12Database . 2-12Implementation, Configuration, and Extensions. 2-13Patching and Upgrading. 2-13Batch Processing . 2-13Support . 2-14Integration . 2-14Performance Guidelines .2-15User Interfaces. 2-15General Topics . 2-15Operational Readiness Advisory .2-16Chapter 3Implementation Support and Live Operate Services . 3-1Implementation Support Services. 3-2Live Operate Services . 3-4Chapter 4Oracle Utilities Cloud Services Third Party Software and Licenses . 4-1Third Party Software Notices . 4-2Third Party Software Licenses. 4-7Notice Concerning Use of Software Covered Under the Apache 2.0 License . 4-7Notice Concerning Use of Software Covered Under the BSD 2-clause or 3-clause License . 4-12Notice Concerning Use of Google Software. 4-12Notice Concerning Use of Software Covered Under the MIT License . 4-13Notice Concerning Use of DOM4J . 4-14Notice Concerning Use of JSON . 4-14Contents - 1Oracle Utilities Rate Cloud Service Overview Guide

Notice Concerning Use of OCI SDK for JAVA . 4-15Notice Concerning Use of Python . 4-15Notice Concerning Usage of Software Covered Under the GNU General Public License. 4-30Notice Concerning Usage of ICU . 4-35Notice Concerning Use of Simple Logging Facade for Java (SLF4J). 4-42Notice Concerning Use of Velocity Engine. 4-44Contents - 2Oracle Utilities Rate Cloud Service Overview Guide

Chapter 1Rate Cloud Service Overview GuideWelcome to the Oracle Utilities Rate Cloud Service Overview Guide. This documentprovides an overview of Oracle Utilities Rate Cloud Service, including: Rate Cloud Service Overview Implementation Support and Live Operate Services Oracle Utilities Cloud Services Third Party Software and LicensesRate Cloud Service Overview Guide 1 - 1Oracle Utilities Rate Cloud Service Overview Guide

Chapter 2Rate Cloud Service OverviewThis chapter provides an overview of the Oracle Utilities Rate Cloud Service, including: Welcome to Oracle Utilities Rate Cloud Service Oracle Utilities Rate Cloud Service Applications Oracle Utilities Rate Cloud Service Documentation Notes on Applicability of Fields and Field Values Supported Client Platforms and Browsers Supported Integrations High-Level Roles and Responsibilities Performance Guidelines Operational Readiness AdvisoryRate Cloud Service Overview 2 - 1Oracle Utilities Rate Cloud Service Overview Guide

Welcome to Oracle Utilities Rate Cloud ServiceWelcome to Oracle Utilities Rate Cloud ServiceOracle Utilities Rate Cloud Service provides access to the rate calculation functionality ofOracle Utilities Customer To Meter.Oracle Utilities Rate Cloud Service comprises the following functional areas: Rate calculation, including the ability to Configure and test rate calculations via the user interface Trigger the rate calculation process from an external system.Note: Oracle Utilities Rate Cloud Service supports rate calculation fortraditional scalar or volume-based billing quantities only. It does notinclude capabilities for generating billing determinants from intervaldata input.Oracle Utilities Rate Cloud Service also includes Oracle Utilities Cloud ServiceFoundation, a set of tools used to orchestrate and automate infrastructure relatedprocesses and migrate data from legacy applications into the cloud service.Rate Cloud Service User AccessAccess to the rating capabilities and supporting rating-related functions in Oracle UtilitiesRate Cloud Service is controlled through the following user groups: Rating Services: A user group that provides access to the specific pages, portals,and features included with the cloud serviceRate Cloud Service Overview 2 - 2Oracle Utilities Rate Cloud Service Overview Guide

Oracle Utilities Rate Cloud Service ApplicationsOracle Utilities Rate Cloud Service ApplicationsOracle Utilities Rate Cloud Service includes the following applications: Oracle Utilities Customer to Meter Oracle Utilities Cloud Service Foundation Oracle Utilities Testing Accelerator Oracle Analytics PublisherRate Cloud Service Overview 2 - 3Oracle Utilities Rate Cloud Service Overview Guide

Oracle Utilities Rate Cloud Service DocumentationOracle Utilities Rate Cloud Service DocumentationConfiguration and use of Oracle Utilities Rate Cloud Service is described in the followingdocumentation: Oracle Utilities Rate Cloud Service User Guides, comprising: Oracle Utilities Customer to Meter v2.9.0.0.0 Business User Guide Oracle Utilities Customer to Meter v2.9.0.0.0 Administrative User GuideOracle Utilities Cloud Services 22A documentation, including: Oracle Utilities Cloud Service Foundation Administrative User Guide Oracle Utilities Cloud Services Administration Guide Oracle Utilities Cloud Services Implementation Guide Oracle Utilities Cloud Services Database Changes Guide Oracle Utilities Cloud Services Frequently Asked Questions Guide Oracle Utilities Cloud Services Security Guide Oracle Utilities Cloud Services Cloud Operations Guide Oracle Utilities Testing Accelerator documentationRate Cloud Service Overview 2 - 4Oracle Utilities Rate Cloud Service Overview Guide

Notes on Applicability of Fields and Field ValuesNotes on Applicability of Fields and Field ValuesOracle Utilities Rate Cloud Service is based on the rate calculation functionality of OracleUtilities Customer To Meter. However, not all fields and field values available toCustomer To Meter are used with Rate Cloud Service. For some specific portals, sometabs, fields, and field values may not be applicable.The following sections provide a summary, for specific portals, of the tabs, fields, andfield values that may not be applicable when using Oracle Utilities Rate Cloud Service.Portals Accessed via the Main Menu Rate Schedule Fields that are not applicable Meter Configuration Type Bill Message Start Date End DateField values that are not applicable For Allow Estimates: 'No'Calculation Rule Fields that are not applicable For Apply To calculation rule business object For Calculate Service Quantity calculation rule business object Execution Option Characteristic Value Contract Quantity Historical Service Quantity Previous QuantityFor Summary calculation rule business object Execution OptionExecution OptionFields values that are not applicable For Service Quantity calculation rule business object For Stepped Service Quantity calculation rule business object GL Statistical Qty: 'Yes'For all applicable calculation rule business objects GL Statistical Qty: 'Yes'Criteria Field Type: 'Contract Quantity' and 'Historical Quantity'On the Main tabRate Cloud Service Overview 2 - 5Oracle Utilities Rate Cloud Service Overview Guide

Portals Accessed via the Admin Menu Portals Profile User ID Favorite Profile User ID Lower Age Limit for Yellow Bar Upper Age Limit for Yellow BarCalculation Rule business objects that are not applicable Apply VAT to Cross Referenced Charges Calculate Climate Charge Levy and Relief Charges Copy SQ from Master Bill Segment Determine Demand Value to Price Get Sub-Usage Request SQ Math Miscellaneous ChargesBill Factor Fields that are not applicable On the Main tab Tax Exemption Value in Contract Term Contract Rider Applicability Use Sub SA Contract Terms of Service UsageField values that are not applicable On the Main tab Bill Factor Type: 'Interval' and 'Time of Use'Rate Check Fields that are not applicable On the Main tab Service Agreement Bill Segment Service Point IDPortals Accessed via the Admin Menu User Tabs that are not applicable To Do Roles, Access Security, Portal Preferences, Favorite Links,Favorite Scripts, and MiscellaneousFields that are not applicableRate Cloud Service Overview 2 - 6Oracle Utilities Rate Cloud Service Overview Guide

Portals Accessed via the Admin Menu Portals Profile User ID Favorite Profile User ID Lower Age Limit for Yellow Bar Upper Age Limit for Yellow BarTabs that are not applicable Message, Accessible Modules, and Installed ProductsFields that are not applicable On the Main tab Country Seasonal Time ShiftInstallation Options Tabs that are not applicable Account, C&C, and Installed ProductsFields that are not applicable Installation Options - Framework On the Main tabOn the Main tab Quick Add Tender Type Start Balance Tender Type Create Field Activity Start Stop CampaignOn the Person tab Identifier Type (Person) Identifier Type (Business)On the Billing tab Minimum Amount for Final Bill User Can Override Bill Date Base Time Start Day Option Use Alternative Bill ID / Alternative Bill ID Option Bill Correction OptionOn the Financial Transaction tab GL Batch Code A/P batch CodeCharacteristic Type Fields that are not applicableRate Cloud Service Overview 2 - 7Oracle Utilities Rate Cloud Service Overview Guide

Portals Accessed via the Admin Menu On the Main tab FK Reference Allow Search By Char ValueField values that are not applicable On the Main tab Distribution Code Fields that are not applicable On the Main tab CIS Division SA Type Override SwitchField values that are not applicable On the Main tab For Use for Non-Accrual Accounting - 'Checked' optionDevice Type For Type of Char: 'File Location Value' and 'Foreign Key Value'Fields that are not applicable Item Business Object Consumption Source UOM Device Type Service Quantity MO Summarized Badged Items Track Location Device Configuration TypeField values that are not applicable For Use Estimate - 'Checked' option For Summarize for Billing - 'Checked' option For Multi-Equipment Assign - 'Checked' option For Billable - 'Checked' optionUnit of Measure Fields that are not applicable Decimal Positions Base Unit of MeasureFields values that are not applicable For Allowed on Measuring Component - 'Yes'Rate Cloud Service Overview 2 - 8Oracle Utilities Rate Cloud Service Overview Guide

Supported Client Platforms and BrowsersSupported Client Platforms and BrowsersUsers access Oracle Utilities Rate Cloud Service via a supported web browser.Oracle Utilities Rate Cloud Service supports the following operating system & webbrowser combinations:Operating SystemWeb BrowserWindows 10Firefox ESR 91 Google Chrome for Enterprise 96 Microsoft Edge (Chromium-based) 96 (seethe Microsoft Edge Release Schedule for moreinformation)The recommended monitor resolution is 1920 X 1080 or higher with the browser zoomlevel set at 100%. The application can be used with lower resolution monitors and/or at agreater than 100% browser zoom level, but users may need to use horizontal scrolling onsome pages.Rate Cloud Service Overview 2 - 9Oracle Utilities Rate Cloud Service Overview Guide

Supported IntegrationsSupported IntegrationsOracle Utilities Rate Cloud Service supports integration with a number of other products.See the following section for details: Using Oracle Utilities Testing Accelerator with Oracle Utilities Rate CloudServiceUsing Oracle Utilities Testing Accelerator with Oracle Utilities Rate CloudServiceOracle Utilities Testing Accelerator (OUTA) is a testing framework based on Java andSelenium used for automated testing of Oracle Utilities applications and cloud services. Itallows for developing, managing and executing web service and user interface basedautomated tests, using meta-data based approach, without any programming language.Oracle Utilities Testing Accelerator has a user friendly graphical web interface thatenables people without much programming knowledge to develop automated test flows.Along with the automation framework, Oracle Utilities Testing Accelerator includes anaccelerator that supports automated testing of Oracle Utilities cloud services, such asOracle Utilities Customer Cloud Service and Oracle Utilities Work and Asset CloudService. The accelerator contains several hundred re-usable components that are themodular building blocks of an automated test flow. The Oracle Utilities TestingAccelerator user interface allows for these components to be laced together to form anautomated test flow. The test data can then be coupled to the automated test flow andexecuted using the browser-based execution engine within the Oracle Utilities TestingAccelerator web application.The browser-based test execution engine should be used for the execution of web servicebased test automation flows. In addition to the web interface, Oracle Utilities TestingAccelerator includes an eclipse IDE plugin that supports the execution of tests from localdesktops or laptops. This mode should be used for executing user interface based teststhat are developed using the Oracle Utilities Testing Accelerator web application. Thescript generation engine in the Oracle Utilities Testing Accelerator web interface autogenerates the scripts for user interface based tests, which can then be executed via theEclipse IDE (with the Oracle Utilities Testing Accelerator plugin).The following features of Oracle Utilities Testing Accelerator have been enhanced so thatthey work with Oracle Utilities cloud services:1. For executing the web service based test automation flows, the Flow Configurationthat contains the web service URL along with additional properties such as smtpserver, etc is pre-defined to work with Oracle Utilities cloud services. Users need notcreate a new Flow Configuration.See the Executing Test Flows and Executing Test Flows Using a Browsersections in the Oracle Utilities Testing Accelerator User Guide for more information.2. For generating components using the component generator tool, the completeWSDL URL need not be specified in the field, only the web service end point nameneeds to be provided.See the Development Accelerator Tools and Component Generation Toolsections in the Oracle Utilities Testing Accelerator User Guide for more information.Rate Cloud Service Overview 2 - 10Oracle Utilities Rate Cloud Service Overview Guide

Using Oracle Utilities Testing Accelerator with Oracle Utilities Rate Cloud Service3. For fetching test data from the Oracle Utilities cloud services, the WSDL URL neednot be specified, only the web service end point name should be specified.See the Fetching Test Data From an Utilities Application section in the OracleUtilities Testing Accelerator User Guide for more information.4. Oracle Utilities Testing Accelerator is integrated with Oracle Cloud InfrastructureIdentity and Access Management (IAM) when using it with cloud services. Themanagement of users in Oracle Utilities Testing Accelerator web application shouldbe done through IAM. See Identity and Access Management with IdentityDomains in the Oracle Utilities Cloud Services Administration Guide for moreinformation about creating and managing users.Rate Cloud Service Overview 2 - 11Oracle Utilities Rate Cloud Service Overview Guide

High-Level Roles and ResponsibilitiesHigh-Level Roles and ResponsibilitiesThis section outlines high-level roles and responsibilities involved in the deployment,configuration, and maintenance of Oracle Utilities cloud services, and the partyresponsible for each. The Owner column in the tables below indicates the partyresponsible for each role and responsibility.Hardware, Storage, Technology, and Application SoftwareRole and ResponsibilityOwnerProvide, deploy and monitor hardware and storageOracleProvide, deploy, run and monitor all required technology (e.g containers,operating systems, databases, clustering, monitoring, tracing)OracleProvide, deploy, run and monitor all Oracle Utilities base applicationsoftwareOracleRole and ResponsibilityOwnerMonitor cloud service infrastructure securityOracleAdminister Oracle network securityOracleAdminister customer network security, including integrating with the OraclenetworksCustomerConfigure & maintain cloud service users and accessCustomerIntegrate with Oracle networksCustomerRole and ResponsibilityOwnerDatabase administration services (monitoring, administration, etc)OracleBackup and RestoreOracleBackup retentionOracleData replication for Disaster Recovery (where applicable)OracleDisaster Recovery database fail-overOracleRefresh of TEST DB from PROD (upon request and within prescribedlimits)OracleSecurityDatabaseRate Cloud Service Overview 2 - 12Oracle Utilities Rate Cloud Service Overview Guide

Implementation, Configuration, and ExtensionsRole and ResponsibilityOwnerInformation Lifecycle ManagementCustomerImplementation, Configuration, and ExtensionsRole and ResponsibilityOwnerPlan and execute implementation projectCustomerPerform configuration of enterprise software features and functionsCustomerExecute functional, system, load and performance testing of configurationand extensionsCustomerEnsure operational readinessCustomerSchedule all gate review servicesCustomerPatching and UpgradingRole and ResponsibilityOwnerPatch and upgrade underlying infrastructure softwareOraclePatch and upgrade Oracle Utilities base application softwareOracleDecide the cloud service upgrade schedule (within prescribed limits)CustomerTrigger environment upgrades (Development, Test and Production)CustomerPerform regression testing of configuration and extensions after patching /upgradesCustomerRole and ResponsibilityOwnerMonitor underlying batch infrastructureOracleProvide infrastructure logs for batch incidentsOracleResolve infrastructure batch issuesOracleDetermine batch scheduleCustomerMonitor batch stream/job completionCustomerPerform first level investigation of batch issuesCustomerProvide customer logs of batch incidentsCustomerBatch ProcessingRate Cloud Service Overview 2 - 13Oracle Utilities Rate Cloud Service Overview Guide

SupportRole and ResponsibilityOwnerResolve functional batch issues and stream/job restartCustomerResolve data issuesCustomerRole and ResponsibilityOwnerTriage, analyze, and resolve issues with the cloud serviceOracleTriage, analyze, and resolve issues with configuration and extensionsCustomerRaise Service Requests via My Oracle Support and provide all requestedinformationCustomerRole and ResponsibilityOwnerProvide productized integrations (where explicitly agreed)OracleIntegrate Oracle Utilities cloud services with all other services orapplicationsCustomerSupportIntegrationRate Cloud Service Overview 2 - 14Oracle Utilities Rate Cloud Service Overview Guide

Performance GuidelinesPerformance GuidelinesThis section provides a number of performance-related guidelines and recommendationsto take into account when implementing Oracle Utilities Rate Cloud Service. Thisincludes guidelines related to the following: User Interfaces General Topics Zones: For better performance, user interface zones should be initially collapsedwhen not required for 90% or more of business processes. The initial state ofzones (collapsed or not) can be controlled via the Portal Preferences tab on theUser portal. Number of Records: The number of records returned to the user interface fora zone should be limited to 50 rows when building custom zones against largetransactional tables. Screen Troubleshooting: To troubleshoot a screen in the user interface, clickPreferences in the top right corner of the application and choose the PortalPreferences tab. Choose the appropriate portal and set all zones to "InitiallyCollapsed". Navigate back to the screen that has performance issues, expand thezones one by one, and measure the execution time of each zone. This should bean accurate step-by-step representation of the full screen execution. Performance Optimization: For optimal user interface performance, laptopusers should ensure their computer is in high performance mode. Solution Updates: Oracle should be consulted before significant solutionchanges are made. For example, configuration and solution extensions, adding alarge number of customers, network changes, new integrations, etc.User InterfacesGeneral TopicsRate Cloud Service Overview 2 - 15Oracle Utilities Rate Cloud Service Overview Guide

Operational Readiness AdvisoryOperational Readiness AdvisoryThis section outlines suggested validations as part of operational readiness testing: Confirm batch stability, day over day execution according to your productionschedule, and that performance is within acceptable production window. Leverage production converted data, along with actual production files forcritical batch inputs, including input files when testing batch execution Review and confirm that key output files are acceptable Review daily To Do entry volumes and confirm them to be acceptable based onavailable staffing Refresh database partitioning prior to go liveRate Cloud Service Overview 2 - 16Oracle Utilities Rate Cloud Service Overview Guide

Chapter 3Implementation Support and LiveOperate ServicesThis chapter describes implementation support and live operate services for OracleUtilities Rate Cloud Service: Implementation Support Services Live Operate ServicesImplementation Support and Live Operate Services 3 - 1Oracle Utilities Rate Cloud Service Overview Guide

Implementation Support ServicesImplementation Support ServicesImplementation Support Services are services that relate to the initial set up of OracleUtilities cloud services. If Implementation Support Services are included in your OracleUtilities cloud service(s), it will be stated in the relevant services descriptions.The scope of the Implementation Support Services provided by Oracle is limited andcurrently includes (but it not limited to) the following:Oracle will work to: Provide pre-configured templates (where available). These templates may belimited in scope (and may not completely align with the scope of theimplementation project) and may only be available in the English language. Provide Utility Reference Model and other documentation describing thebusiness processes that are the basis for the template configuration. Conduct any mandatory gate reviews To the extent necessary and under exceptional circumstances, execute scripts(authored by the customer) to resolve data issues. Scripts submitted for execution to correct data issues will be subject toreview for compliance with Oracle's Software Security Assurance standards.Scripts that do not comply will be returned for correction; resubmission willrequire a further compliance review with approval before execution will bescheduled. There is a limit of four (4) script reviews in any calendar month. Reviewrequests beyond this entitlement may be subject to additional fees.Customers/Implementers retain complete responsibility for all other aspects ofimplementing the cloud service, including (but not limited to): Overall setup project management, including responsibility for management ofthe scope, the project plan/schedule and budget. End-user training activities and organizational change management. Leading and managing the user system review. Designing and testing all configurations and extensions to ensure they do notadversely affect performance. Identifying, designing, documenting and implementing any business processchanges and system operation processes. Coordinating with external vendors or service providers to managedependencies that could impact the overall project scope and schedule. Designating a project manager who shall be responsible for coordinating allcustomer/implementation related activities and responsibilities with respect toprovisioning these Oracle Cloud Services. Business process change activities including end-user communication (e.g., statusupdates, newsletters, forums, etc.). Planning and executing all testing activities. All cut-over and roll-out activities.Implementation Support and Live Operate Services 3 - 2Oracle Utilities Rate Cloud Service Overview Guide

Implementation Support Services Business intelligence or data warehouse implementation/integration (ifrequired). Procuring, setting up or otherwise provisioning any additional hardware,software or services as required. Providing any network hardware and/or software th

Oracle Utilities Customer to Meter v2.9.0.0.0 Business User Guide Oracle Utilities Customer to Meter v2.9.0.0.0 Administrative User Guide Oracle Utilities Cloud Services 22A documentation, including: Oracle Utilities Cloud Service Foundation Administrative User Guide Oracle Utilities Cloud Services Administration Guide