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Oracle Support Accreditation Level 1

Study Guide
Support Accreditation for Oracle Customers and Partners.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Welcome to Oracle Support Accreditation


A word from the program team
Thank you for deciding to include Oracle Support Accreditation as part of
your learning experience.
The content in this accreditation is fast-paced and targeted to experienced
users actively using My Oracle Support core functions on a regular basis.
Make sure the content and level of information is right for your current
level of experience. If any topic is new to you, take time to study it in more
detail before continuing.
Accreditation is self-paced. You can begin your accreditation at any time.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

The Accreditation Process

Be sure you have good


foundational
knowledge of My
Oracle Support core
functions.

We recommend you
preview the series
modules and study
guide before you begin
this accreditation.

Use this Study Guide


along with the video
learning content to
prepare for your
exam.

Use the Comment/Sticky


Note feature in the study
guide to note your
comments and questions.

This guide provides links


and information to help
you get the most from
your learning experience,
so refer to it throughout
your accreditation.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Make the program work


for you by pausing or
replaying any video or
testing actions in My
Oracle Support.

Get Help and Provide Feedback

Get Help
If you have questions during your accreditation, please click Contact Us from the
Oracle Support Accreditation Level 1 page, Doc 1579751.1. The program team
will answer your questions and provide recommendations.
How to use My Oracle Support How-To Video Series Doc 603505.1

Providing Feedback
Use the Rate this Module link next to each video to provide feedback on that
video. Be specific about what you liked and what you would like to see improved.
Use the Contact Us link to provide general feedback to the program team.
If you get accredited, post updates to the Oracle Support Accreditation
Community with examples of how you are changing your business with
accreditation best practices. Tip: see the post-accreditation roadmap at the end
of the study guide.

The Exam
Please do NOT post specific questions and answers in community.
Questions about specific exam questions should be forwarded to the program
team.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Accreditation Results
Tools

Insights

Enhance your expertise with proactive tools for


Oracle products.

Leverage insights about capabilities you already use


and take your experience to the next level.

Best
Practices

Adopt recommended best practices from the use


cases for faster results.

Toolkit

Build your personalized toolkit of key documents,


resources, and tools customized to your role.

Service
Requests

Create fully qualified Service Requests to help you work


with Oracle Support more effectively.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Module Checklist
Module

Track your progress

We recommend completing the modules in order.


As you navigate through the series, check off modules you have
completed. If you need to take a break, you can easily resume your
accreditation.

01

Introduction to Accreditation Program

02

Customer User Administrator and Support Identifiers

03

Introduction to My Oracle Support Dashboard

04

Knowledge Searching and PowerView

05

Product Certifications

06

Patches and Updates

07

My Oracle Support Community

08

Best Practices for Hardware and Software Support

09

Creating and Managing Service Requests

10

Mobile My Oracle Support

11

Technical and Lifetime Support Policies

12

Recap and Summary

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Completed

Build Your Toolkit

A key Best Practice in Oracle Support Accreditation is building and maintaining a personalized toolkit of key resources.

This is an easy way to keep track of content of interest (and locate it again when needed).

Start by making knowledge documents a Favorite by clicking the gold star.

From My Oracle Support, click on the Favorites folder in the top navigation (Gold Star) and select Manage Favorites.

Click New Folder to create a personalized folder such as My Oracle Support or create a series of product-specific
folders for topics like troubleshooting and patching.

Click the arrow to the left of My Folders to expand it and see your new folder.

Locate your newly marked documents and move them to your folder.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Best Practice:
Also create a browser folder for your
products to find that content quickly as part
of your extended toolkit.

Set Up Hot Topics Emails

Another recommended best practice is to set up Hot Topics E-mail notifications. This functionality works with the documents you marked as Favorites in your toolkit. From My
Oracle Support, navigate to My Account from Settings or from your user name. Select Hot Topics E-Mail from the left navigation. Fill out the options based on how you want
to be updated.

Add products of interest and select options like


Knowledge Articles, Alerts, and Bugs. Apply your
changes and update at any time.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

User Profiles for Our Examples

Our examples are demonstrated with standard functional and technical


user types. Depending on your organization, your role could be either
user type (or a hybrid of these functions).

Functional User

Technical User

Our functional user has general access to My Oracle Support, which includes the
knowledge base and My Oracle Support Community. This user searches the portal for
knowledge content to research and resolve issues or questions.

Our technical user has SR Create and Update privilege in My Oracle Support and access
to Patch downloads.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

10

Path Objectives
This content is intended for both
functional and technical users who
regularly use My Oracle Support and
want to be proactive with Oracle
support tools and products.

Nothing our users demonstrate should


be new to you, as they are recapping
common activities you need to know to
pass the accreditation exam.

The modules will refresh your


knowledge and proficiency with
resources and tools available to
help you get started and then
stay up-to-date with Oracle
support tools.

If any topic being demonstrated is new,


review any additional knowledge
documents highlighted as important.

Build your personal support toolkit of My Oracle Support capabilities.


Implement high-value best practices to manage information overload.
Fully leverage Oracle tools and spend more time on your primary business role with easy-to-implement suggestions.
Address common questions with product use cases from subject-matter experts.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

11

Resource Examples and Searching


Get Proactive Portfolio

Become a searching expert to ensure you


find relevant content.

Finding Resources Best Practices

Throughout this Accreditation Series, our users will


highlight many support resources.

Search terms use natural language searches with


full search terms, not single words.

We will often cite the Get Proactive catalog as the


source for resource links our product team
recommends.

Use a product filter. Create a PowerView (PV) for your


primary products and leave it on. Or, create a PV at
the product-family level.

The Get Proactive catalog is a dynamic resource


that is updated over time by the product team to
highlight various high-value resources.

Add double quotes around only "important terms"


that MUST be returned in the search.

Check additional sources like Documentation or Bug


to expand your search.

Use "inline" product refinement (within your search


result lists) to quickly broaden or narrow down your
search results.

There may be occasions when a specific resource in


a user example is not highlighted in the catalog.

The highlighted resources are available and can be


located by searching.

I can easily find content in My Oracle


Support by using a search phrase most
applicable to the content I need.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

12

Our Examples

The examples use real version numbers to illustrate the


concept of the users action such as searching or planning
for an upgrade.

The current production version may not always match the


example but the idea is the same for learning purposes.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

13

Oracle Support L1 Accreditation Modules

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14

1.0 Introduction to Level 1 Accreditation


Accreditation is a self-paced learning program.
You pick the time that works for your schedule to complete the content
and take the exam. We suggest setting aside 3-4 hours (minimum) for the
accreditation. Your individual time will vary.
Use the Study Guide content as a companion resource to the video
content.
The majority of learning content is provided in video format. Each video is
short (approx. 6-15 min) and opens in the page.
Tip: There are no questions from Module 1 on the exam; its just
foundational information for you as you go through your accreditation
experience.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

15

1.1 Introduction to Accreditation

Use the control bar on the bottom of the video frame to pause, play, make the video
full screen, or adjust the volume. Or, click and drag the cursor on the control bar to go
back a few seconds. If you mouse-over the video, the video name appears on top of the
header bar (along with an information button). If you click the information icon, details
about the video appear. Click the video image to return to the video view.

When you take the exam, you receive immediate notification about your accreditation
status in the exam interface. The accreditation exam is 60 questions (multiple choice,
T/F) and requires a score of 80% to become an Oracle Support Accredited User.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

1.2 Manage Your Accreditation Experience


A few suggestions to help you have a great experience:

Study Guide Download the Study Guide and use it along with each video to prepare for your exam. You can use the Sticky Note feature to add comments or questions for
follow-up.

Closed Captions Make use of Closed Captions in the video console to display the script onscreen if prefer to read the narration. Use the options to adjust your display.

How To Series Leverage the My Oracle Support How-To Video series for any new topics. These short videos provide step-by-step demonstrations of basic functionality.
You can watch any of the videos at any time, and then return back to this accreditation. Be sure to make this document a favorite for your toolkit.

Try It Yourself Try it yourself to reinforce your understanding. Click the Pause button on your video and try the suggested action.

Get Help Finally, use the Contact Us link on your accreditation home page to engage the program team. We are here to help, so please let us know if you need anything.

You can influence the Accreditation program by posting


ideas into the Accreditation community or contacting us
directly. Based on input from our users, content
improvements are prioritized. Do more than take
accreditation become part of our team.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

1.3 Completing Your Accreditation


You need a minimum of 2-3 hours to complete the learning content and
the exam. Your actual time will vary.
When ready, select Take the Exam on the final module page.
Your exam includes questions from each module presented in random
order, and a passing score of 80% is needed to become a My Oracle
Support Accredited User.
When you pass your exam, use the Certificate link on the accreditation
home page to print your completion certificate.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

2.0 Customer User Administration and SI


We will cover recommended best practices for both users with the
Customer User Administration (CUA) role and non-CUA users.
What you should know for your exam:

The scope of the Customer User Administrator role


Number of CUAs recommended for your business
How to Locate your Support Identifier (SI)
Receiving full Service Requests updates via email
Support Identifier Groups

Bonus Content Establishing the first CUA


Obtaining the SI and establishing the first CUA: the process starts
when your organization purchases products from Oracle and the SI is
assigned. The technical contact is sent an email-based welcome pack
with the new SI. The contact signs into My Oracle Support and
requests access to the SI. Oracle validates the request and approves
the first CUA for the SI.
It is now the CUAs responsibility to manage access for other users
and set up SI-related features. Alternatively, the first person to
register for an SI can become the CUA.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

19

2.1 Core Concepts


My
Oracle
Support

WHO is managing your


access and assets.

Your administrator for roles


and privileges within My
Oracle Support. Your
contact for new access or
updates to existing access
if your role changes.

CUA

WHERE your access and assets are


managed.

Your CUA will leverage My Oracle Support


and Mobile My Oracle Support portals to
manage access for your users.

Support
Identifier

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

WHAT is being managed.

Your SI (numeric value


associated with your products
and services), your portal
access, plus HW for some
users.

2.2 Customer User Administrator & SI

My Oracle Support is Oracles online support portal. A personalized, one-stop shop for knowledge, solutions, community,
proactive tools, and service requests. Leveraged by both functional and technical users to meet the objectives of the role.

Support Identifiers A Support Identifier or SI is a numeric value assigned to orders when you purchase Hardware and all
software. SIs can be hardware only, software only, or a combination of hardware and software. Partners also have Support
Identifiers OPN software Support Identifier, Support Partner SP software SI, or SP hardware SI.

Under My Account, view products associated to your Support Identifiers and the type of access you have associated to that
Support Identifier. If you need any assistance to locate your SI, log a non-technical Service Request in My Oracle Support,
located under Contact Us. Or, for partners, access the Oracle Partner Business Center and log a non-technical Service
Request.

Your Customer User Administrator (CUA) performs an administration role that includes managing user access and support
identifier features.

Best Practice: Establish a minimum of two CUAs per support identifier. Why is this important? Managing user access requests
in an ongoing function of the CUA. Having multiple CUAs in place ensures that users like yourself have adequate coverage and
back-up coverage if any CUA is unavailable.

Customer purchases
products from
Oracle and a
support identifier is
assigned.

Technical contact is
sent an email
welcome pack with
the new support
identifier.

Technical contact
signs into My Oracle
Support and
requests access to
the Support
Identifier.

Oracle validates the


request and
approves the first
CUA for the Support
Identifier.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Support Identifiers are assigned per


Oracle Purchase Order.
Oracle customers asked for the ability
to manage assets in a way that closely
aligned to how they manage their
organization and administrators.
Oracle created Support Identifier
Groups. These allow you to group
assets and products from different
Support Identifiers into virtual groups
called containers.

The CUA is now


responsibility to
manage access for
all other users and
set up SI-related
features.

The process to obtain


the support identifier and
establish the first CUA.

2.3 Best Practices for CUA

Best Practice: have a minimum of two CUAs per support identifier. This gives your organization adequate coverage
for access requests, especially if your CUA is unable to respond to a request. If you are the only CUA for a support
identifier, talk to your manager about expanding the coverage with at least one back-up.

How the CUA sets up Support Identifier Groups

Best Practice: understand your organizational strategy for user access. What do you need to know before granting
access for SR Create and Update? Your organization can guide you on how to effectively manage the number of
users who are logging service requests.

Request and receive access to set up support


identifier groups.

Best Practice: plan time in your schedule to manage access notifications. Maybe you spend 15 minutes early in
the morning to process all pending requests. Make it work for your typical workday, number of requests, and how
you like to work.

Group assets to mirror how the admin staff


are grouped; select Support Identifier and
Create New to view container creation page.

Enter name and description for the container


and validates the access defaults. Tip: if this
container is for Admins, they should have SR
Create and Update, patch download, and
Asset View.

Best Practice: Take advantage of both My Oracle Support and Mobile My Oracle Support to easily review and
respond to user requests.

Best Practice: Keep your access model current. On a quarterly basis, review users with access to each CUA and
add or remove access as required. Export a list of all users associated with the SIs you manage and implement any
desired changes.

Select Create and the container is created.

Add users and Assets and software to it.

Best Practice: Enable full text in the email notification to improve the productivity of your users. Check with your
organization to confirm if this aligns with corporate direction. This functionality is available for most Oracle
products.

Add users who are already approved to a


support identifier you manage.

Select users, locate them, and add them. It is


the same process for adding software and
hardware.

Thats it, you are done.

Best Practice: If you manage many SIs and have users who need access to the SIs you manage, add the other SIs
they will be using once you approve the first SI.

Best Practice: Add more detail to the SI Name and Account. Access the SI and update the Name and Description
fields. Your users can now see the more detailed Name (SI) and Description (Account) and this improves which SIs
are selected when users create SRs.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

2.4 Best Practices for CUA

Best Practice: Use SI Groups to organize your users, assets, and SIs into groups that mirror how your organization
works. Setting up Support Identifier Groups (or SIGs) allows you to group users to only see the assets and
products of interest.

Best Practice: Set up auto approval for functional user access to knowledge base and community. This saves you
review time and allows the user to immediately begin searching for solutions.

Best Practice: If you have hardware, associate the Hardware settings to the HW users who need to manage the
assets and Auto Service Requests.

Action Plan;

So, if you are the CUA, think about


implementing at least a few of these
suggested best practices in your business.

You have an opportunity to ensure easy and


fast access for your users and a great
experience for yourself.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

2.5 Best Practices for the non-CUA

Best Practice: Get help from your CUA via My Account Your CUA is your primary contact for access requests and
SI needs. This best practice includes knowing how to look up and email your Administrators in My Account and
use the general functions related to SIs, hardware, and access. In most cases, your CUA will address your question
or need.
Best Practice: Provide justification for your access request to let the CUA know about your access needs. A
detailed business justification for SR Create and Update and patch downloads is a key best practice. Include your
role, team, project, and any manager approvals. Why is this important? Your CUA could refuse your request
without a full understanding of the business need and that could delay your work. I am part of the upgrade team
for this product area and will need to log service requests to support the XYZ project that kicks off at the
beginning of the month. If you need confirmation, please contact Greg Jones.

Its a similar process if you need access to a new Support Identifier. Select Request Access and enter your SI. If you
have a serial number, select Find a Support Identifier and enter your serial number. Again, be sure to include the
business justification.

Best Practice: Enable SR Details this option is available when the CUA enables this feature on the SI. This
enables you to receive email updates with the body of the update in the email for most product lines.

Best Practice: If you need assistance to locate your SI, log a non-technical Service Request, located under Contact
Us in My Oracle Support. Or, for partners, access the Oracle Partner Business Center and log a non-technical
Service Request.

Best Practice: Think about the future If you know that your role is changing, make sure your access levels and
support identifiers are in alignment. Lets say you just joined a new project team for a different product. Although
you log service requests, this is a new team and they use a different SI from your current team. Find out which SI
they use for service requests and submit a request to add that SI. Remember to include a business justification
that explains why this specific SI is required.

Action Plan;

So, if you are the CUA, think about


implementing at least a few of these
suggested best practices in your business.

You have an opportunity to ensure easy and


fast access for your users and a great
experience for yourself.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

3.0 Introduction to My Oracle Support


The content today will refresh your understanding of the My Oracle
Support layout, how to set up the dashboard based on your role, a review
of the best practices for My Account settings, how to stay informed, and
available resources.
What you should know for your exam:

Understand Assets widget

Setting up and Using Hot Topics Emails

Customizing your dashboard layout

Getting up to speed on My Oracle Support

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

25

3.1 Introduction to Oracle Support

Spending just a few minutes customizing your dashboard adds ongoing value. It can help you quickly focus on your areas of
interest every time you access My Oracle Support. And, you can easily change the dashboard as your role changes. The
objective is to make My Oracle Support work best for you.

The number of tabs you see depends on the Support Identifiers associated to your account. If you have more tab options
than the space available, they are located under the More tab. The top section displays the global content that appears on
every page in My Oracle Support.

The search option shown is about searching the knowledge base. When you are on a specific tab, such as Service Requests
or Patching, there is an additional search option available on those tabs for searching within those topics specifically.

If you need access to a Support Identifier once you have registered, select Request Access and enter your SI. If you have a
serial number, select Find a Support Identifier and enter your serial number. Add the reason you need access and the
request will be reviewed by your CUA.

Most user access issues can be addressed by the CUA for the SI. It is the role of the CUA to make sure the correct level of
access is established for each of their end users.

You have flexibility to the layout of the dashboard based on the tasks you perform. Take time and spend a few minutes to
lay out the dashboard exactly how you like.

Hardware Assets
If you are on the Systems home page
(and do not see a list of your hardware
assets), it could be due to two reasons:
1) You need to have a Support Identifier
associated to your account for hardware
and 2) you need to be approved to view
assets to see the related content.

You can resolve these issues by


accessing My Account and checking
your Assets status if says No
Access, it needs to be changed to
View in order for you to see assets.

If you do have No Access, contact


your Administrator (CUA) and
request access.
Be sure to engage your CUA for
any access issues as they are your
first point of contact.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

3.2 User Examples


Database Administrator

You have flexibility to the layout


of the dashboard based on the
tasks you perform.

System Administrator

SP Partner for HW

From the dashboard page, select Customize Page.

Select Add Content to view a pop-up and select


widgets available for the dashboard page.

The next example is for a user associated with


Hardware.

As you can see, the Assets is at the top, and the


user has added two service request regions the
first being for those that the user created and the
second one for everyone else with the Support
Identifiers.

In this example, we will look at what is specific for


a database user.

This user may add health recommendations,


inventory report, etc. Then, close the pop-up by
selecting the Close button and close the Customize
feature.

Then, view the new layout. There are options to


move things around on the dashboard by dragging
the current regions.

In the Targets area, this user can select the Targets


names to view information or configuration.
On the dashboard, the user can view information
about the actual systems. One of the cool features
here is that you can directly go and log a service
request.

And, the HW user includes draft service requests


because ASR is set up and the user also has
patching and knowledge.
Note: As a system administrator for hardware, the
assets region is a key feature and we will be
covering that in two later sessions where we look
at best practices for hardware and service requests
for hardware.

As a service request partner, this user is often


dealing with multiple end customers. And, the
dashboard has great filtering properties for that.

For the Assets, this user can filter by support


identifier to quickly toggle between end customers
looking at different types of assets and ASR
qualifications.

Likewise, with the service requests, the user can


filter by support identifiers to quickly see what is
happening.

In addition, there are multiple service requests


regions.

Is this user has a few different customers with


some hot Severity 1s, the user can have all those
open either in the left-hand bar or in the main bar.
Again, its easy to see what is happening and
effectively manage multiple service requests.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

3.3 Stay Informed

There are many ways to stay informed about changes and content within My
Oracle Support. Here are some examples My Oracle Support Resource Center,
the Hot Topics Email, Blogs, and Twitter.

My Oracle Support Resource Center You can search for My Oracle Support
Resource Center in My Oracle Support. You can also locate it within the Getting
Started on the dashboard home page (Existing Users: Whats New, Doc
873313.1 ). Click the star icon to make it a favorite and check back often as this
is a great resource. Navigate through the tabs when you have time and look at
the available content. With every portal release, there are release notes under
Whats New which provide the latest information about updates in My Oracle
Support.

Hot Topics Email Notifications To subscribe, select My Account and go to the


Hot Topics Email. Take a few moments to check your preferences. For this
example, click Add from Selected Products and type My Oracle Support for the
product and select Knowledge Articles. Each time a new knowledge article is
updated for My Oracle Support, you will receive an email notification with those
links in it.

Best Practice: Try options to stay informed and see how they work for your role
and how you like to be updated. If you are getting too much email, change
your options. You could change your frequency to Weekly if that is a better fit
than daily emails.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

3.4 Blogs, News, Webcasts, and Help

There is also a lot of great information in the product lines.

Product Support Blog and Newsletter Index each of the product lines often have great content about how to stay informed about their product or how to stay informed
about product-specific features within My Oracle Support. Over time, many of the product lines have transitioned from the traditional newsletter to a product blog format.
Find your product of interest and locate their product updates. Product Support Blog and Newsletter Index, Doc 222.1.

Blogs there are two blogs we would like to highlight. The first is Support Portal and this is the My Oracle Support Blog and the second one is the Get Proactive Blog. This
also has tips and tricks for using My Oracle Support and from this one you can see there is a link through to Twitter. If you select that, it will take you through to the My
Oracle Support Twitter account, which you can subscribe to. The link for the My Oracle Support Blog is in the Getting Started region Support Portal Blog. Access the Get
Proactive blog from the Get Proactive Index, Doc 432.1 Get Proactive Blog

Essentials Webcast Program The Essentials webcast program has a great list of topics including the My Oracle Support basics that provides more detail topics covered in
this module you can select the time and language available to you. My Oracle Support Essentials Webcast Series, Doc 553747.1.

Help menu There is always the Help menu located up in the top right-hand corner in My Oracle Support. It is content-sensitive based on the page where you select it. Best
Practice: Leverage the help menu. This resource is often under-used. It takes just a minute to look up content of interest to learn more about the topic, how to use it, and an
explanation of the feature.

Need More Content on The Basics?


If anything I have discussed today is new to you, be sure to
check out Doc 6035051, the My Oracle Support How To
Series. If you still have questions, please post them in the
community and we will get back to you as soon as possible.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

4.0 Searching and Browsing


Our expectation is that you have been searching in My Oracle Support on
a regular basis and you have completed Part 1 and 2 of the search training
in the My Oracle Support How-To training video series, Doc 603505.1.
This module is intended as a refresh of your knowledge about searching.
We will cover knowledge settings, searching and search results, refining
your search terms by product, search assistants, and additional resources.
What you should know for your exam:

Managing your search responses in My Oracle Support

Searching use search terms

Search refinement

PowerView filtering

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

30

4.1 Knowledge Search


User Activity

There are more than 500,000 active knowledge


articles.

And, there are over 9 million searches per month,


resulting in over 12 million article views by users.
More than 50% of service requests are resolved
with known solutions from the knowledge base.

So, why does this matter to you?

We want to help you find relevant content and solve


your problems and answer your questions quickly
and easily. Thats it.

The full value of My Oracle Support is delivered to


you when you are able to find what you need.

Searching

Get Results

Most users start their search by entering a key word


in global search; the knowledge search engine
works best with a natural language search where
you type a phrase or a question or more than one
keyword. For example: you might have noticed that
as you type a list of suggestions appear. This list is
displayed based on your knowledge settings,
located under My Account, Knowledge Preferences.
The search suggestions are displayed based on the
settings in this preference and you have a few
options either ON or OFF, and if ON, how many do
you want supplied (5 or 10). For example, I can edit
this and select 5 and apply. Now, when I start to
type, only 5 suggestions are returned. The other
options are all best left ON as they support your
search experience within My Oracle Support.
Global search is available on most tabs. If you search
within the global search box, your results are
displayed on the knowledge tab. Search performs
best when you enter a phrase or a set of key words.

If I enter My Oracle Support Training the words


are treated as My Oracle Support and Training.
Notice the difference in the results if I put quotes
around My Oracle Support Training now I have
results with my exact phrase.

When I type in just the word training, the tips


recommend what I should do to improve my search.
When the results are displayed, you can change
your search results by clicking on the different
knowledge bases. You can click to add or remove
and the results are updated in real time. Did you
notice that if the search has no results in the
Knowledge base, the search automatically includes
the other sources?

Best Practice: Think about exactly what you need to


make sure your results are targeted and effective
and filter by selecting the product, adding more
terms, etc.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

4.2 Searching Tips and PowerView

You can enter a product and/or version and then additional key words to refine your results. Additionally, weve been working to co-locate content around activities users often
perform. The co-located content is called an information center. If you navigate to the knowledge tab, you can pick a product. And, if an information center exists, its
automatically displayed. By now, you should be very familiar with the layout These documents are a great way to learn about a product or tasks. For example, to check the
configuration of your software, you could make use of ORAchk and Doc 1268927.2 provides everything you need to get started.

Have you used PowerView to streamline your search for specific products or support identifiers? You can create a PowerView to filter by product. How PowerView works is
covered extensively in the PowerView training video accessed from the My Oracle Support Video How-To Training Series. Best Practice: Check if your PowerView is ON or OFF if
you are not seeing the results you expect from your search. If you have a product-specific filter on, it will limit your results to that product and may not be applicable to a more
generalized search need.

Sometimes when you search, the results include documents with the word assistant in the title. These documents have been created to assist you in locating answers for a set of
symptoms. For example, a troubleshooting assistant document co-locates typical symptoms you may be experiencing. The document displays a set of prompts for you to select
from based on your answers, the assistant displays one or more documents that may have the solution for your set of symptoms.

Notice how the dashboard and


other tabs that make use of
PowerView will display content
filtered based on your selection. If
you use PowerView, you will see
the icon displayed in the region.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

4.3 User Examples

Lets take a look at a few examples and see which search approach is going to fit best
with her needs. As you build your search expertise, youll be able to quickly and easily
locate content based on the objective and product.

Example #1 PowerView for product line

Example #2 Search Refinement by Update Date

Sue wants to find content related to JD Edwards EnterpriseOne.

She has tried several searches in the global search field, but did not find exactly
what she wants. And, it feels like it is taking too long to get results.

John wants to search for content related to Siebel CRM but with a more specific
parameter.

He was talking to a support engineer about fix packs and the engineer indicated
that he had just updated a knowledge document that has information relevant to
Johns question.

Is it possible for John to review content based on update date? Yes, he can use the
Knowledge tab and input his product, version, and select Updated in the last 2
weeks as the time filter.

This allows him to focus his search to recently updated content.

In this scenario, John uses the inline product refinement option on the Knowledge
Tab to narrow his search results.

The date parameter is especially helpful if he does not know the exact wording of a
document name but knows that it was just updated.

Which search or filtering technique should she follow? In this scenario, we would
recommend that Sue create a new PowerView filter.

She could select Product Line and then JD Edwards EnterpriseOne, and Create.

She can see that the new PowerView is set to ON as it appears in the global area at
the top of My Oracle Support.

If she types in a search for JDE patches, all her results on the knowledge tab are
related to JDE. And, she can see that the Knowledge tab shows that PowerView is
filtering by Product Line.

She can now refine her search to be more targeted and know that she is reviewing
all the content the JDE product team has developed.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

4.4 Help Menu and Best Practices

Best Practice: Leverage context-sensitive help as


part of your search toolkit.

This is a fast and targeted way to learn about


content in My Oracle Support that can help you
understand terminology, how things work, and give
you information that may help you further improve
your search technique.

If you click the Help menu in the upper right of the


global banner, it displays the documentation manual
focused on your current page.

If he switches to the Service Requests tab and clicks


Help again, he can see content such as How do I
search for a service request? or How do I create an
SR?

Best Practice: Try out some of the search


techniques covered in this module. Make sure you
understand the best way to find content of interest.
Frustration with searching is often related to search
technique. Effective search technique saves you
time, helps you avoid unnecessary service requests,
and benefits your company by helping you find (and
leverage) the latest information available.

For example: if John is on the Patches & Updates


tab and clicks the Help menu, he sees content for
patch topics like Patching Quick Links, Patch
Searches, and Patch Details.

The Help Menu offers users a powerful filtering


mechanism and is easily accessible as you navigate.

You can save a lot of time by simply clicking Help


wherever you are in My Oracle Support to find
targeted content (without setting filters or creating
a search).

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.0 Product Certifications


This module covers product certifications using the Certifications tab with
a focus on best practices for leveraging this information for your business.
The content builds on your foundational knowledge about using the search
functionality on the Certifications tab.
What you should know for your exam:

What is available on the Certifications tab

When and why to check the Certifications tab

Finding your product certification information

Foundational Knowledge
Need help with the basics for Certification?

How To Use My Oracle Support Certifications, Doc 1945326.2

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

35

5.1 Oracle Product Certification


What is Oracle Product
Certification?

A combination of Oracle and third-party


products, operating systems, or hardware that
Oracle has tested and should work together.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.2 What Can You Find on the Certifications Tab?


Application
Servers

Databases
Directory/
LDAP

Operating
Systems

Enterprise
Applications

Desktop
Applications

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.3 Product Certification Common Scenarios


You purchased new hardware
and need to determine what
products are supported on that
release.

Why would you need to look up product


certifications?
Lets start with some common scenarios.

Get Proactive

Upgrade

New Hardware
You plan to upgrade specific
products or operating systems
and need to review the target
version combinations to validate
or modify your upgrade plans.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

You want to proactively


manage support and
certification as part of your
business model.

5.4 Product Certification Common Scenarios

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.5 Best Practices

Provide Feedback

Ask questions in
My Oracle Support
Community

Get Proactive

Ready to change your


business with Certification
Best Practices?

5
Search My Oracle
Support

3
Prepare for
Upgrades

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Develop effective
search technique

Leverage Certification
Quick Links

5.6 Details on the Recommended Best Practices


Best Practice

Make It Work For You

Get Proactive

Review your product combinations on a quarterly basis to make sure your products continue to be certified to work
together. This is a good way to avoid surprises when you begin your next upgrade cycle. If there are noted concerns
with length of support or a specific combination, review that data with your leadership team. Be sure your components
and versions are documented to easily research support availability for your current footprint.

Develop effective search technique for


our products

Find what you need quickly at any time during your product lifecycle. Confirm if your products are available on the
Certifications tab. Consider saving searches for easy access in the future.

Leverage the Quick Links region

There are helpful links to training content, tips, and certification news.

Prepare for Upgrades

Check to make sure your planned product combinations are certified to work together. Review the available support for
the product combination and any patches required to enable the products to work together. If you are researching an
upgrade for your team, provide several options for the upgrade plan.

Search My Oracle Support

If you dont see the exact information you need on the Certification tab, search in the portal to confirm if productspecific certification data is be available from your product team. If you find certification resources for your product,
make them a Favorite for your customized toolkit. Save time by not having to search for the same content again.

Ask questions in My Oracle Support


Community

Questions about Certifications can be asked in your specific Product Community. Locate the Product from the Space
List and look for a certification sub-space or the most appropriate product sub-space. This is also a great way to see
what your peers are saying about specific upgrade paths that may relate to your upgrade plan. If you find a relevant
sub-space for discussion, follow it for future updates.

Provide feedback

Use the Give Feedback link in the upper right from the Certifications tab to send your feedback directly to the product
team. Let them know about your experience, specific content you found helpful or additional information you need.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.7 Upgrade Search Example (Step 1)

Our technical user, Bob, is ready to research a proposed upgrade plan for his team. He has the current footprint of components and versions documented to make the process
easier. He also has the upgrade target versions from the leadership team. Now its time to research the combinations to see whats certified and the associated support
coverage dates. He will document a couple certification combination options to review with the team to discuss the strengths of each approach and fit with objectives.

Bobs company wants to upgrade their E-Business Suite products to Release 12.2.5. He needs to get ready for a project meeting later in the week by investigating certified
combinations for the proposed upgrade path.

He logs into My Oracle Support and navigates to the Certifications tab. His first step is to create the search. He doesnt have a saved search for the current product set, so he
will create a new one. He enters E-Business Suite, Release 12.2.5 and the Platform, Linux 5, and selects Search.

2.
This search relates to a
proposed upgrade, so he
selects a future release.

1.
Start typing the product
name to bring up a list of
products in the system.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

3.
Adding a Platform further
targets the search.

5.7 Upgrade Search Example (Step 2)

The search brings up results based on the


input parameters.

The Certification Results section provides


high-level details for the product
combination he provided in his search.

The results indicate that Oracle E-Business


Suite 12.2.5 is certified on Linux x86-64
Oracle Linux 5.

He can click into the details on that to learn


more about the support duration for the
combination.

1.
Always check out the Top
Level Certification Results

2.
Expand and review the
relevant components here to
see what combinations are
certified.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.7 Upgrade Search Example (Step 3)

He starts reviewing his additional product components by reviewing Database options. The team wants to validate if Data Guard 11.2.0.4.0 is certified for the target upgrade
path. He needs to review this combination and provide feedback on feasibility.

From here, he can select 11.2.0.4.0 from the Data Guard row to learn more.

1.
Select the desired version
associated to the
Database product.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.7 Upgrade Search Example (Step 4)

He sees that 12.2.5 is certified


with his planned combination.

He can also review the Support


Information which will be key
to the upgrade path planning.

1.
In particular, check out
the Ongoing Support for
future planning.

2.
The team wants to ensure the length
of coverage aligns to their planned
roadmap, including availability of
patches for Ongoing Support.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

5.7 Upgrade Search Example (Step 5)

There is a lot of great functionality on the Certifications tab. Take advantage of these options the next time you search for certification data.

1.
Use the breadcrumb
trail to easily
navigation your path.

3.
Use the View link to
export to Excel or
print.

4.
Send the link to your
team if you want
others to review the
data.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

2.
Select Edit Search to
edit the current search or
Save it.

5.8 Proactive Certification Example

Another reason that users may leverage Certification data is to proactively validate the current footprint of components and versions. In this example, your team does not
have an upgrade window on the roadmap, but you have planned for a quarterly proactive review to ensure the team is aware of any possible support coverage concerns.

The search process is the same as covered for the upgrade, except the focus is on the current versions. Review each component and the associated support coverage.

1.
This search relates to the
current release in
production.

2.
Review current
versions in your
combination to note
support dates.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.0 Patches and Updates


This module covers best practices for patching and will build on some of
the concepts already covered in the series including product certification
and access privileges.
Patch refers to code that may fix or provide additional functionality to your
software. Some product lines call these a Quick Fix, some call them
updates, firmware, or patch.
Regardless of the name, your process to locate and download the patch is
the same.
What you should know for your exam:

Patch downloading

Patch search technique

Getting help with patching

Patch Advisors and patch plans

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

48

6.1 Patching Basics

Take time to learn about patching. The foundational video training walks you through patching with step-by-step instructions.

Watch the Video


Patches and Updates Video,
Doc 1543731.1
Review the Center
My Oracle Support Patches and
Updates How To, Doc 1966784.2

Find Targeted Advisors


Oracle Support Lifecycle
Advisors, Doc 250.2
(upgrade advisors, patching
& maintenance advisors)

Patch Conflict Checker,


Doc 1941934.1

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.2 Patching Basics

Lifecycle Advisors

Patching and upgrading are common activities many


technical users like support administrators are asked
to perform.
From the certification video, you discovered how to
validate different releases of software, operating
system and hardware platforms to see if they work
together.
Once your environment is certified, you may need
to upgrade or patch to keep the configuration
current over time. Or, you may run into some type
of issue and your application or hardware is not
performing as expected.
You may have an error string or code problems and
you search the knowledge base and a patch is
recommended. Or, you had an issue and called
Oracle Support.
Regardless of the trigger, you need to download a
patch and there are a number of simple ways to
do this.

Once your environment is certified, you may


need to upgrade or patch to keep the
configuration current over time.

Make use of patching and maintenance content


available as part of the lifecycle advisor series, Doc
250.2.

These articles are easy to locate by entering in


terms such as patch advisor.

Select the lifecycle advisor, locate the product of


interest, and select upgrading or patch advisor.

The content is laid out in a tab format, using a stepby-step approach to evaluate, plan, test, and
implement patching and maintenance activities.

Take time to explore this resource, including the


content-specific videos about patching for your
product.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.3 Patches & Updates Example

As part of a service request, you may be given a patch number to download.

For example, you want the patch set for database 11.2.0.2 and are provided patch number 10098816. Just enter the patch number, click Search, and the results are displayed.
The table is sorted by selecting the column names.

Based on the details you provided, this search shows every platform. Select Edit Search, and add your platform (Oracle Solaris x86) and the results are refined.

If you are working with a team, you can share the results using the Share Link feature.

Selecting the patch number provides additional information (if available) such as a list of the bugs covered by this patch, download access level, and related knowledge articles
referenced by this patch. There is even a count of downloads and a trends option.

Best Practice: be sure to notice if a patch has been superseded. The Download Patch page will provide that data for you and recommendations.

If you have questions, you can enter them directly into the community from this page. In addition, you can review what others have been posting about this patch.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.4 Additional Patching Examples

JD Edwards For JD Edwards patches, the search process is the same. However, select JD Edwards
Patches link from the Patch Search region. Select your configuration, the release, and platform,
agree to the license and select Search. Once you locate your patch, you can download it.

Recommended Patch Sets Some teams, like E-Business Suite, have created a Quick Link to the
patch sets or recommended patch sets for its products.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.5 Advisors, Plans, and Patching Content

You select search and the list of


recommended patches are
displayed.

Patch plans allow you to review the


patches against a specific
configuration and patch plans are
currently available for the product
lines shown here.
Example: you have a collector
installed for one of your systems
and you select one of your
configurations and select latest DB
release and run an analysis.
Note that it provides the order of
patches to install and there are no
conflicts.

This section is similar to an audit


trail of your activity. You can see
what youve downloaded, viewed,
discussed and any patches youve
flagged as favorites.

Patch-Related

Or, select between two products


such as Oracle E-Business Suite
latest version and Oracle Database
latest version.

Patch plans and upgrade plans


require configuration manager
10.3.2 or higher to be installed.

Plans

Advisors

Similar to certifications,
recommended patch advisor (Patch
Search > Search) allows you to enter
a product and get the latest release
by selecting Oracle Solaris, release
11, for your x86 64-bit platform and
the latest release is displayed.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Similar to certifications, sometimes


you cant quite find what you are
looking for. Many of the product
lines have created content in the
knowledge base to directly link to a
matrix of patches, versions, and
releases.
Many of the different product lines
have created how-to documents for
patching, searching, and provide
additional background about how
patching and maintenance works for
their specific product.

6.6 Patching Tips

Help Menu Remember our best practice of leveraging context-sensitive help? Its a great option for patching just access the help menu in the top right-hand corner. On
the patches and updates tab itself, there are Quick Links located on the left-hand side which also provide additional support and information. Or, you can search the
knowledge base as I advised previously where there is a lot of content related specifically to patching by product family.

Document Your Plan Best Practice: Have your current product, OS, and patch levels documented and readily available. When you look for patch information in My Oracle
Support, update your upgrade or patch plan with your latest information. Do you know your patch level at any given time? Do you proactively look at available patches on a
quarterly basis? Finding patches or patch information is only part of the equation, the big picture is about keeping your platform up to date and delivering against your
business objectives.

Ask Questions and Get Answers If you still have questions, find your product family in the My Oracle Support Community. Look to see if there is a patch-related discussion
and if not, post a question at the product level and the support team will investigate and provide the answer you are looking for.

Finding patches or patch


information is only part of the
equation the big picture is
keeping your platform up to date
and delivering against your
business objectives.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.7 Patch Regions Whats on Your Tab?


Region

Description

Requires OCM

Patching Quick Links

Add this region to access a set of links to other patch


related resources.

Patch
Recommendations

Add this region to view the set of recommended


patches based on your system. Requires Oracle
Configuration Manager (OCM).

Patch Related Activity

Add this region to view a history of your recent activity


including patches viewed, downloaded, discussed or
marked as favorites.

Patch Search

The most commonly used patch region. Add this region


to search for patches. You can search by patch name or
by product and release.

Plans and Patch


Requests

Add this region to create patch plan and manage patch


requests. Requires Oracle Configuration Manager
(OCM).

Upgrade Planner

Add this region to build upgrade paths to help you


upgrade to more recent releases. Requires Oracle
Configuration Manager (OCM).

Customize the regions on the


Patches & Updates tab. What
regions work for your environment
and search needs?

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.8 Best Practices for Technical Users


1. Get certified and Get Proactive Take time to validate that your products are certified to work together. The strategy you develop to monitor certification can also be used
for tracking patches. Consider adding a proactive regular patch maintenance process.
2. Track Critical Patch Updates Review Critical Patch Updates as part of your Oracle Product patching strategy, including being able to locate and deploy Critical Patches.
3. Customize the regions on your Patches tab Take a minute to review the patching regions available and update the tab options to best meet the needs of your role.
4. Become an expert on product-specific patching Use Get Proactive to locate patching content under Upgrading for product-specific information. Review Patching modules
in the Level 2 Accreditation series for the products you support. Leverage Patch Advisors for detailed instructions and targeted information. Use Quick Links and the
Knowledge Base to locate additional content about patching.
5. Manage your SIs and patch download privilege Check your Support Identifiers to ensure you have the access you need for patching. If you are not sure about your current
privileges, view My Account under your name. Locate the Patches column and validate you have Download access.
6. Expand your Toolkit Use additional tools available for products supported by collector.
7. Leverage patching community Use patching community for your Oracle products to stay current on the latest patching questions and answers. If you want a peer review
of your patch strategy, use the appropriate product patching sub-space, and ask Support Engineers and your peers for feedback.
8. Use OCM If you have Oracle products installed that can use Oracle Configuration Manager, install and use it.
9. Review your Support Policies Understand the relationship between Patching and your lifetime support policy. You can look up content such as
Critical Patch Updates and availability against the support stages.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

6.9 Best Practices for Functional Users

Research patches for your product combination and


access the readme to learn more about the patch.
If your role includes being part of the test team for a
new patch/release, the readme is a good first look at
the content you will be testing for your users.

Post questions directly to the patching community


associated to the patch you are viewing to learn about
the experiences of your peers.

If you locate a patch that you believe resolves an issue


or adds desired functionality, work with your internal
technical support team to have the patch reviewed and
tested.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

7.0 My Oracle Support Community


This module will highlight best practices for getting the most out of the My
Oracle Support Community experience.
Many My Oracle Support users log service requests for issues which are
just questions. Did you know that the same support engineers who resolve
technical support requests also work within the community?
In addition, the many active users who participate in My Oracle Support
Community make this a great place to get questions answered.
What you should know for your exam:

Locating the best community for your need

Who is in community?

Managing email notifications from My Oracle Support Community

Using sub-spaces

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

58

7.1 Community How To Video Series


Be sure you have good working knowledge of the basic actions in
community.
The content and tips in Oracle Support Accreditation build on this
foundational knowledge.
Review My Oracle Support How To Information Center, Doc 1616733.1
and select the How To Video Series tab and review the video series.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

7.2 Community Basics You Should Know


Rules of Conduct and FAQ

Spaces &
Subspaces

Profile

It is likely another user has


posted a question or issue
that may be helpful.

Sort your activities by


making different connection
streams. Turn notifications
ON or OFF based on your
preferences.

If you do not find a related


or exact match for your
need, create a new
discussion in the most
appropriate sub-space.

If you follow a product


space, you get notifications
about all the activity in that
space and your inbox may
become large very quickly.

If you follow My Oracle


Support Community at the
top level, you are following
EVERY space and every subspace within the space.

Your profile is managed by


selecting Edit Profile > Your
Profile.

Use the Space List banner


navigation to view top-level
spaces.

Search relevant sub-spaces


for existing content (before
creating a new discussion).

Be sure to change your user


name (Display Name) from
a number to your name.

Top-level spaces are the


product or general
category.

Being able to reply to a


users name is nicer than
replying to a number.

Review the associated subspaces for the top-level


space to find the most
relevant for your question
or search.

My Oracle Support
Community is NOT a place
to post private corporate
information. Make sure you
adhere to your
organizations security rules.

Community spaces and subspaces are not a


replacement for a Service
Request. Be sure you know
when an SR is the right
action for your issue.

Community FAQ review


frequently asked questions
and rules of conduct.

Connection
Streams

Searching &
Discussions

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

7.3 The Community Experience: People and Solutions

Meet the Community Members My Oracle Support


Community is available 7x24, and members include
Oracle Support engineers and My Oracle Support users.
Both groups will react and respond to your questions as
soon as they are able. You can leverage the shared
experience and expertise at any time.

Participate and Contribute Be sure to indicate which


reply resolved your issue and mark it Correct.
This enables other users to find questions with answers
and quickly skip your question as they can see a Correct
reply has been provided.

Follow People You may find a few gurus who


frequently have answers for questions in your product
sub-space. Users become gurus by answering postings
with replies that are marked correct by the original
poster.
You may want to follow those individuals by hovering
over their avatar and selecting FOLLOW.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

8.0 Hardware and Software Best Practices


The content today will refresh your understanding of Oracle recommended
best practices: for your Oracle operating system, software, and hardware,
to ensure you resolve known solutions and create fully qualified service
requests that enable faster issue resolution.
What you should know for your exam:

Assets and permissions

Understanding Oracle Configuration Manager (OCM) and basic


collector tools

Auto Service Request (ASR)

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

62

8.1 Get Proactive for Your Products

The Oracle Support teams have worked to ensure you have an easy time locating the tools and resources to help
assist you resolve known issues for your products.

Best Practice: Make use of the product-based resource tools co-located in the Get Proactive Portfolio.

The Get Proactive Series can be accessed from either the Getting Started Region, the Knowledge Tab, or by Searching
on Get Proactive. Doc 432.1 is the introduction page to learn about the portfolio and allows you to select a product
of interest and access Best Practice Tools and resources highlighted by the product team to Prevent and Resolve
issues and Upgrade your Oracle Products.

For each link there may be an ACT link to provide more content and a DISCOVER link to access a video that explains
more the feature or tool.

Many of these product-based resources are reviewed in the Level 2 product based accreditation series. Some of the
features listed in the Get Proactive pages require the installation of Oracle Configuration Manager or the Oracle
Hardware Support Tools bundle.

If these terms are new to you, review the Essentials Advisor Webcast program, Doc 553747.1 and look for sessions
covering Oracle Configuration Manager or Oracle Hardware Best Practices for a deep dive on this topic and the
ability to ask questions during the live presentation.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

ACT link to content


DISCOVER Access a video

8.2 Tools to Know


Oracle Enterprise Manager
Upload configuration data through EM Harvester.

Oracle Configuration Manager


Centralized configuration information based on your Oracle technology stack.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

8.3 Key Tools

Did you know its a best practice for Oracle Software support to enable Oracle Configuration Manager (OCM)? This application only collects your product configuration data
to enable Oracle Support to quickly assist resolving your issues and to enable the Health and Patch Recommendations displayed in the System Tab on My Oracle Support.

The first two collection tools are Oracle Collection Manager and Oracle Enterprise Manager Harvester collection job. These tools are available for the displayed products, as
you can see many of Oracles Products can make use of this feature. The data collected is analyzed and made available within My Oracle Support and based on your product
you can make use of the following features available in the Systems Tab.

There are many existing knowledge articles that explain how to set up these tools in your environment. The core point is that these tools only collect your configuration
data in Oracle Home and automate the sending via a secure method of this data to Oracle. We dont collect your data and we have a very strict Data Security and Privacy
policy in place to ensure only the Oracle Support Engineer working your issue has access to your configuration information.

The configuration information supplied by you, is made available within My Oracle Support in the System Tab or the Dashboard. The analysis is done on our side, therefore
there is no impact to your systems and you can view an analysis output on the Systems Tab in each of the regions. For example: System Patch Recommendations, System
Health Recommendations and an overview of your configuration.

Based on how frequently you send this data, you can track changes that have occurred in your systems. Best Practice: Use the configuration data to ensure you apply
recommended patches, make use of the upgrade planner, and address the Health recommendations. This data can also be used when triggering a Service Request to provide
the Support Engineer with everything they need to get started.

ORAchk Another tool available for Software users is ORAchk. This tool checks your configurations by performing an Audit. It does this by interrogating your Oracle stack
components and provides a series of output files that cover your System Health Score, known issues and recommended solutions. Use the link below to further research
ORAchk for your role and business. Review, download, and install ORAchk to resolve known issues on your Oracle Software Products. ORAchk, Doc 1268927.1

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

8.4 Best Practice: Oracle Services Tools Bundle

Best Practice: For Oracle systems, download and install the Oracle Services Tools Bundle and enable Auto Service Request
(ASR) on your hardware. This enables you to prevent known issues, automatically log service requests for a range of errors
and faults as they occur and enable you to create a fully qualified service request. Use the Get Proactive Portfolio for Oracle
Systems to locate these tools. From the ACT link, find support documents that cover the installation steps, frequently asked
questions, and deep-dive how-to videos to learn more.

Best Practice (Hardware): Install the ORACLE SERVICES TOOLS BUNDLE.

Installing the Oracle Services Tools Bundle installs the Explorer and enables you to automate the data collection. You can
also automate the transport of data to Oracle via Oracle Secure File Transfer (SFT).

Once you enable the sending of explorer data to Oracle, you can make use of the Proactive Analysis Center.

Best Practice (Hardware): Use the PROACTIVE ANALYSIS CENTER to analyze your system risk. How At Risk is your Oracle
Hardware and Operating System? Can you answer this question easily? If you have enabled Services Tools Bundle and
installed Explorer, you can make use of the Proactive Analysis Center accessed via My Oracle Support.

There is a detailed instructional document, Doc 1634073.1 that provides screen snapshots, an overview, and a video to
explain how to use this application. Using the Proactive Analysis Center enables you to diagnose how at risk your systems
are by displaying a risk index and providing detailed information on how to address and resolve each risk identified.

This Best Practice resource is a holistic proactive system solution and has been known to assist with quickly identify
vulnerabilities for at Risk Systems, decrease the operational cost by managing downtime and reduce the number of service
requests and potentially the time to resolve the issue.

Oracle Services Tools Bundle (STB), Doc 1153444.1.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Oracle Services Tools Bundle


Self-extracting tool with four components:

Explorer is a set of shell scripts that


gather information configuration,
snapshot and current state.

RDA captures the comprehensive


snapshot of your environment for
support for Mac OS, UNIX, VMS, and
Windows.

SNEEP allows for easy serial number


identification for those older systems.

ACT is a crash dump analysis tool.


Installing the Oracle Services Tools
Bundle installs the Explorer and
enables you to automate the data
collection.

You can also automate the transport of


data to Oracle via Oracle Secure File
Transfer (SFT).

8.5 Best Practice: Proactive Analysis Center

Once you enable the sending of explorer data to


Oracle, you can make use of the Proactive Analysis
Center.

Use the PROACTIVE ANALYSIS CENTER to analyze


your system risk.

How At Risk is your Oracle Hardware and Operating


System?

Can you answer this question easily?

If you have enabled Oracle Services Tools Bundle


and installed Explorer, you can make use of the
Proactive Analysis Center accessed via My Oracle
Support.

Proactive Analysis Center (PAC) Doc 1634073.1

There is a detailed instructional document, Doc


1634073.1 that provides screen snapshots, an
overview, and a video to explain how to use this
application.

Using the Proactive Analysis Center enables you to


diagnose how at risk your systems are by displaying
a risk index and providing detailed information on
how to address and resolve each risk identified.

This Best Practice resource is a holistic proactive


system solution to help you:
Identify vulnerabilities for At Risk Systems.
Decrease the operational cost by managing
downtime.
Reduce the number of service requests and
potentially the time to resolve your issue.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

8.6 Best Practice: Set up Auto Service Request (ASR)


Best Practice: Set up Auto Service Request for your business.
Enable your system to automatically notify Oracle Support and open a
prioritized Service Request on your behalf when a specific hardware fault
has occurred.
After installing the Sun Service Tools Bundle, review the information on
oracle.com/asr to learn more about installing, configuring, validating,
completing the activation and testing your ASR installation.
The electronic fault telemetry data will be sent securely to Oracle using a
one-way method; therefore, no risk to your environment.
ASR allows Oracle Support to work the issue before you are even aware of
it and parts are dispatched on receipt of the service request.
Oracle Auto Service Request, Doc 1185493.1

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

9.0 Creating and Managing Service Requests


The content today will refresh your understanding of common SR best
practices, and creating and then managing your service request. What is
NOT covered in this video is the management of service requests created
by Auto Service Request (ASR) that is covered later in our Level 2 series
for Oracle Systems.
Throughout the video, a number of best practices will be highlighted. My
assumption is you have reviewed the basic SR creation process in the My
Oracle Support How to Series, Doc 603505.1. This resource covers the
different methods for hardware, software, and Cloud. If you are a Cloud
user, please review the Cloud: How to Log a Service Request video from
the Cloud Users tab.
What you should know for your exam:

Handling non-urgent questions with Oracle Support

Process to validate your access levels to My Oracle Support

Understand fully qualified Service Requests

When and how to use Severity 1

Process to log service requests

Process to bring Management Attention to your service request

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

69

9.1 Before You Log A Service Request

Do you have the right Support


Identifier associated to your
account? And, do you have the
Create and Update access level if
you need to log SRs?
Be proactive. Gather what you need
to log the service request. Do you
have the log files, diagnostic output,
error messages, and business
impact?

Many products will require you to


upload some type of output or
diagnostic message.

Diagnostics

The community is available 7x24.


The same Oracle support engineers
who work your service requests also
participate in the community.

It is a best practice to validate your


My Account access levels.

My Account

Community

It is a best practice to use the My


Oracle Support Community to post
any how do I type of questions.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Have you followed the hardware


and software best practices?
For example, have you enabled
collector for your software?
If you have enabled Auto Service
Request for your hardware, your
system may have logged a Service
Request for you.

9.2 Logging a Service Request

Lets review the Service Request process. Typically, the service request flow is a four-step process.

Step one is the problem-definition stage where you outline the problem and where the problem is located. Based on your product selection, you may be prompted to answer
more questions, and it may even trigger a guided resolution. The guided resolution is triggered when there may be a known solution to your issue.

Based on the data you entered, the second step is to identify if your issue is a known issue and a solution already exists. If the guided resolution does not resolve your issue,
it displays instructions about data to collect. If the guided resolution was not triggered, you may be presented with questions to gather more information about your issue.

The third step is more details. Again, based on the product problem definition, a number of uploads may be requested. We will not ask for data that we dont need. The files
being requested aid in the timely analysis of your issue.

The final step is to determine how critical the issue is to your business. Best Practice: review your support policy for a correct understanding of the severity levels. Not every
issue is a severity 1. If you select Severity 1, additional data is required.

Submit the service request and you are done.

2. Known
Issue?
Before logging a severity 1, validate that your manager and
additional contacts are associated with the Support Identifier
you used to log the service request. If these users are NOT
associated to the SI, you will not be able to select them when
attempting to populate the manager details field.

3. Problem
Details

1. Problem
Definition

4. Severity

Your SR

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

9.3 Best Practices for Creating an SR


Best Practice
1

Learn the Basics

Complete deep-dive training on creating SRs and understand the process. My Oracle Support How To Training, Doc 1544005.1.

Avoid Logging SR

Whenever you can, avoid logging a service request. Leverage options like knowledge searching and My Oracle Support Community. As you recall from
the searching module, many user issues have known solutions in the knowledge base. When you have general questions about a product or a simple
how-do-I type of question, use My Oracle Support Community.

Confirm Access

Confirm you have Create and Update SR access and the right SI before you log a service request. One of the main reasons users run into issues when
attempting to log a service request is they do not have correct access level and correct support identifier associated and approved for their account.

Know your
Product & SI

Identify the right product and SI combination to make sure the right Oracle support resources are assigned. Many users create SRs with the wrong
product. A common issue is starting at the wrong location; for example, anything related to Cloud needs to be created by clicking the Cloud tab.
When selecting the service/product type, there is a option to drill through the product line to the product or just search for a product.

Get Fully Qualified

Create fully qualified SRs. Provide as much information as possible to avoid delays and requests for additional information. This includes a detailed
problem statement, log files, exact product details, user impact, and related attachments. See the bonus material in this study guide for more
information. Spending a few extra minutes on the creation steps will save time later and its worth the investment to get your SR assigned to the right
product engineer with the right level of detail.

Attach Files

Understand the recommended ways to attach files to your SR. If you need an overview of the options, check out the My Oracle Support How To
Series on uploading and attaching files to Service Requests, Doc 1596914.1. This is a good resource to mark as a favorite for your toolkit.

Get Automated

Enable automation for SR creation. If you enabled Collector for your software, then logging a service request is an easy experience. If you enabled
Auto Service Request for your hardware, your system may have logged a service request for you.

Know When to use


Contact Us

Understand the use of Contact Us service requests. This type of SR is for issues like account permissions, website, licensing, and sign-in issues. This SR
is only viewable by users listed as contacts. To keep your team in the loop, consider sharing any Contact Us open SRs at your weekly staff meeting in
case a team member is experiencing the same issue.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

9.4 Best Practices for Working an SR


Best Practice
1

Track Your SRs

Track the status of your open SRs and address any actions requested by Oracle Support. Add new or revised information to the SR to ensure content
currency. For example: the original issue affected one user and you just got a phone call from a team that is citing multiple occurrences of your issue
at their location.

Manage Sev 1 SRs

Make Severity 1 SRs a favorite so you can quickly locate them in My Oracle Support or Mobile My Oracle Support. Using the update feature, you can
update your SR 7x24, anywhere you have mobile reception.

Use Chat

Make yourself available for SR Chat in My Oracle Support. This can save time by allowing your assigned support engineer to quickly ask questions,
provide updates, or engage on any aspect of an open SR.

Enable Full SR
updates

Enable full SR updates in email if that aligns with your corporate policy. This is an easy way to immediately see what changed in your service request.

Create an SR
Report

Create an SR report. Take time to configure the Service Request region with the data you need and use the Export to XLS feature to create a report of
your SRs.

Know Your Policies

Know what is NOT covered by your Oracle Technical Support Policy. What is in scope is clearly listed in your Policy and its not listed, its not
covered.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

9.5 Best Practices for Managing an SR


Best Practice
1

Keep Your Team in


the Loop

Talk to your team about your open SRs. Its helpful to run the SR report we discussed and make sure your team is in the loop on the issues. Maybe
another team member has new information that could apply to an issue and possible resolution. The goal is to avoid duplicate SRs on the same issue.
Keeping your team informed helps to reduce this possibility.

Use Tracking
Numbers

If you are a technical user logging service requests, include your local tracking number (Customer Reference Number) so functional users can use the
number to track what is happening in the SR. Functional users with View Only privilege can view SRs created by your technical users.

Know the Process


for Management
Attention

Know how to gain management attention to your SR (if needed). How to Request Management Attention to a Service Request, Doc 199389.1. This
document covers: 1) when you need to request management attention; 2) how to request management attention; 3) What to expect after you
request management attention; and 4) The benefits of requesting management attention.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Bonus Content: Upload Files to Your SR

If you are a technical user and work service requests, be sure you can
easily upload any content required by Oracle Support as part of the
investigation.

Do you know what to do if your attachment is larger than 2GB and you
have been asked to attach it to the Service Request?

Sometimes your crash file or other files being requested by Oracle


Support are larger than 2GB.

There are a few different ways to upload files to Oracle:


1. Upload using File Attach
2. You can use the FTP using Filezilla
3. FTPS or HTTPS using cURL

Learn more How to upload and attach files to Service Requests, Doc
1596914.1.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

75

Bonus Content: Creating Your Fully Qualified SR


If users need to log an SR, a recommended best practice
is to ensure it is a fully qualified SR. That means it
includes a complete set of facts about all aspects of the
problem and any relevant log files or results from issue
replication. The objective is to avoid significant backand-forth dialogue with your support engineer to fully
define your issue.

Search the
knowledge base

Gather Data for


your SR

Ask the
Community

Log your Fully


Qualified SR

Develop Your Fully Qualified SR Get Your Issue Moving to Resolution


ACTION

DETAILS

Gather
information for
your SR

Problem
Statements

Products, versions,
systems

Before you initiate the new SR, gather data that Support will need to start working your issue exact error message, log files, screen captures of what
you or your users are seeing, detailed business impact of the issue.
Best Practice: If you note an unusual behavior with your product, go ahead and grab a screen capture. You may be able to solve it with known solutions,
but this screen capture may be important to a future SR. If you are not able to reproduce the issue, this is your evidence of the problem. Note the day,
time, user actions, and results observed.
What is the problem Your problem statement should be very specific.
Users impacted One user unable to complete a process is different from all users are unable to conduct business. Are users completely unable to
perform a function or just limited in performing the function. Only users with XYZ privilege or role.
Occurrence Just a single time? Happens repeatedly? Only happens when XYZ occurs.
What happened before the issue Any change in your environment? Patch applied? New users added/removed from system? Upgrade? Process
change? Do you have a clear date of when it last worked?
Can you reproduce Is the issue reproducible? Have you tried to reproduce? If so, what happened?
Actions you took After the problem was noted, did you apply any solutions or changes? Apply a fix? Change a setting? Reboot the system? Add or
remove a user or parameter? Roll-back a fix? Change a users privilege?
Be sure your selections match your set up. These details ensure your issue gets to the right engineer with the right product knowledge and avoids a
delay if SR needs to be re-assigned to the correct product team.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

76

10.0 Mobile My Oracle Support


Todays session is for those of you who are busy at work, in meetings, or
have stepped out for a coffee and need to be able to quickly update your
service requests or respond to a user request for access to My Oracle
Support if you are the CUA.
We call this Mobile My Oracle Support.
You can access it from mobile phones with Internet access and Im going to
quickly recap how to update your service requests while having a cup of
coffee, search the knowledge base, and Ill include how to manage user
requests if you happen to be the CUA for your Support Identifiers.
Just remember when I say mobile phone I mean cell phone or whatever
you call the phone you walk around with that has Internet access.
What you should know for your exam:

What is Mobile My Oracle Support?

Available functions for general users and CUA users

Best practices

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

77

10.1 Using Mobile My Oracle Support

In this example, you are away from your desk and you want to see how your service request is progressing.

Log into Mobile My Oracle Support http://support.oracle.mobi. You let the engineer know you uploaded some
files prior to stepping out of the office, and you post a message and provide your update.

Best Practice: Bookmark the Mobile URL for easy access on the go.

While getting your coffee, you received a Tweet about something to do with Solaris 11; you selected the link to find
out more information. You view the knowledge document within your mobile device, reading through the details
and accessing any hyperlinks; this one has some terms you have seen before and it has a bug, so you mark the bug
a favorite and also mark the document a favorite.

When you are back in the office in 10 minutes, you can go back and this information is available to you under your
favorites.

There are additional resources available in My Oracle Support:


The Help menu in the top right-hand corner. Once you view the table of contents, enter Mobile My Oracle
Support to view the full how-to guide
My Oracle Support Resource Center resource guide, Doc 873313.1.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

10.2 Best Practices for CUA


If you have the CUA role, you can leverage the mobile platform for user requests:

Use Mobile My Oracle Support to approve/deny requests. Notifications will show on the Mobile My Oracle
Support landing page for CUAs whenever there are pending user requests for access to an SI.

Approve the user but just for the default levels until you can determine who they are and what access they need
for their role. Remind the user to learn how to use My Oracle Support so they can get started quickly and reduce
possible questions.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

10.3 Best Practices for Knowledge


Best Practice 1:

Best Practice 2:

Use the Knowledge options to find content.

Jump to key resources.

You dont need to wait until you are back at your


desk to find knowledge. The knowledge section
provides quick access to the knowledge base in a
very easy-to-use format.

Another feature in the knowledge area is Resources.

Most of these resources should be very familiar to


you as you work through the accreditation series.

For example: you are in a meeting and a question


comes up about certification for Fusion Middleware.
You access Mobile My Oracle Support and type
product certification for fusion middleware.

You can quickly navigate to the Get Proactive


portfolio, lifecycle advisors, critical patch updates,
and tools and training documents.

This makes it fast and convenient to access content.


Kind of like your own mini personalized toolkit right
on your phone.

The first result looks like a good fit, so you click on


the title to open it. After a quick review, you make
it a favorite and it now appears under Favorites.

You can go back later today during a meeting break


to read it more thoroughly.

And, this search now shows up under Recent


Searches if you want to run it again later and go
through the results.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

10.4 Best Practices for Service Requests


Best Practice 1:

Best Practice 2:

Track technical SRs.

Track Contact Us SRs.

Technical users can keep track of open SRs from any


mobile device.

Functional users can review Contact Us SRs in the


Service Requests section.

Mark the SRs that are urgent as favorites to easily


find them on your mobile device and enable email
notifications for SR favorites. A

As you recall from the last module, this type of SR


addresses needs like account permissions, website,
licensing, and sign-in issues.

t a high level, you can see the description and


severity and then click into any request to see the
details.

If you open a request, you can review the updates,


make it a favorite for tracking, request to close the
SR, or provide an update to Oracle Support.

You can stay up to date on your SRs regardless of


where you are throughout your business day.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

10.5 Best Practices for More Section


Best Practice 1:

Take a few minutes to review the FAQ.

This is good foundational knowledge about all


aspects of the mobile platform.

Best Practice 2:

The Get Proactive Mobile Links help you quickly


access accreditation, advisor webcasts, and the get
proactive portfolio.

You can also access social media, leverage


diagnostic options through Instrumentation, and
jump to the event calendar.

Another helpful option is to request a Proactive


Report. The report contains a Service Request (SR)
analysis and proactive support details to help you
maximize My Oracle Support functionality and
Proactive Tools.

Just click the link to request it.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

11.0 Support Policies


The content today will refresh your understanding of what the support
policies are, where to locate them, whats covered and not covered under
a technical support policy and additional resources.
Oracle support policies provide the coverage you need, when you need it.
They are simple, predictable, and flexible providing support for the
complete Oracle technology stack.
There is support for your Oracle service and storage or Oracle software or
engineered systems and solutions.
Complete support is an essential element of customer success and a
critical enabler of high system availability, operational efficiency and
continuous business innovation.
What you should know for your exam:

Locate the support end date for your products

What is covered by the policies?

Locate the support policies

Understand when you might need to access your policies

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

83

11.1 Support Policies

A part of the Oracle support policy is Oracle lifetime support.

There are three stages of coverage Premier provides full system support and is a 5-year commitment.
Extended is an additional 3 years for selected Oracle software and operating systems. Sustaining offers
unlimited technical and knowledge support and access to pre-existing content.

Best Practice: Understand the stages of support coverage and know how to locate and review your policies
as needed.

What is Not Covered in Your Support Policy


This is a commonly asked question. Lets take a look at a
few examples that would not be covered by your policy:

In the module that covered certification, the use case demonstrated how to review the support
information for products.

Oracle support engineers are not available to assist


with mapping business requirements to product
functionality.

If you are not using the Certifications tab or if the content is not available there, you can locate the
information by following the links on oracle.com. Download the PDF and search within it to quickly see
what is covered for each product.

Educating system admin staff on how to write and


run scripts.

Addressing issues with debugging code that is part of


a unique customization you have introduced that is
not listed as supported in the specific product user
guide.

Assisting with schema and attribute design or the


proper tuning of index or search filters against Oracle
software products.

Oracle Roadmap The support staff cannot discuss


what is in or out of any future product release,
release dates, or roadmaps.

The policy PDFs outline what is covered for support. The policy covers troubleshooting and problem
diagnostics that use experienced implementation and use of Oracle products.

The Oracle support team assists with the fixing of product-based support problems.

Oracle Lifetime Support Policies | Oracle Technical Support Policies

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

11.2 Best Practices for Support Policies


Best Practice
1

Become an expert
on working with
support

Become an expert on working effectively with support. This best practices document is a great resource to review and make a favorite for your
toolkit. It includes what is outside of technical support and what users find confusing and typically ask Oracle Support about. Working Effectively with
Oracle Support Best Practices, Doc 166650.1.

Find ProductSpecific Policies

Find and use product-specific policy content. There are several ways to locate policy information. 1) You can use the Certifications tab as part of a
certification search; 2) You can find the policy links from oracle.com; and 3) Within My Oracle Support, locate documents where specific product
teams have listed out additional content. Search using terms such as Technical Support Policies.

Search the PDF

Find content in your PDF. You can download any PDF and search within it to quickly see what is covered for each product.
www.oracle.com/index.html.

Look up severity
definitions and
technical contact

Use your technical support policy to look up the Severity definitions. If you log service requests, be sure you understand the definitions and how they
apply to problems you report. In particular, understand the parameters for Severity 1. The role of the technical contact is also noted in your policies.
This is important especially if you or a user on your team is a technical contact. This policy outlines the role and core points for you.

Get Proactive

Check coverage quarterly to ensure you have access to patches you may need and develop a strategy for managing your products. This is a good area
where a proactive approach is highly beneficial. If you have issues downloading a patch, review your Patch Download Access levels under My
Account. This will help you verify if the issue is related to your current access level. As you know, Patch Download access is directly associated to the
type of Oracle Support policy you purchased. This is important because once a patch moves out of Premier Support into Extended support, you may
not be able to access patches created in the extended support period. Your organization will need to purchase Extended Support to access the patch.

Check frequently

Check back often to the support policy pages on oracle.com as content changes, and this is your source of truth for what is covered. Again, a
quarterly check is a good idea. Possibly more often if you are actively planning an upgrade or product change. Bookmark this resource to find it again
quickly. Check your policy: http//www.oracle.com/us/support/policies/index.html.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

11.3 Support Policies and Patch Download


Patch Download & My Account

Locate Product-Specific Policies

This accreditation previously covered your Support


Identifier and the different levels of access within
My Oracle Support.

Within My Oracle Support, you can locate


documents where specific product teams have
listed out additional content.

The level of Patch Download is directly associated


to the type of Oracle Support policy you have
purchased.

Search using terms such as Technical Support


Policies.

You can locate your page download access under


My Account.

Oracle Lifetime Support Policies

Oracle Technical Support Policies

Are You Covered?

Once a patch moves out of Premier Support into


Extended Support, you may find that you cannot
access patches created in the Extended Support
period.

Your organization will need to purchase Extended


Support to access the patch.

If you do have issues downloading a patch, review


your Patch Download Access levels under My
Account.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

11.4 Reviewing Your Support

Are You On Track?


This view elaborates on the best practice we just covered. If you are
planning for future upgrades or monitoring your current product
combinations, you can easily see your support end dates and how
long patches will be available for the specified combination.

Breadcrumb trail
of your selections

Edit your current


search

Availability of patches

Key Support Dates to


track in your plan
Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Jump to your
support policies

Bonus Content: Community

Best Practice: Increase your expertise with Community. That includes finding a sub-space of
interest, searching for posted content for a specific question, and following discussions of
interest to get emails when that content is updated. Always take a moment to find the most
relevant sub-space before posting a new question to target your product-specific experts.

Expanded
Space List

Top-Level Spaces
(Communities)

Click here to go to
the Top-Level Space

Click a Sub-Space of interest

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

88

Are You Ready to Get Accredited?

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

You Have Completed the Learning Content!

Leverage Your Study Guide to Prepare For Your Exam

Take Your Exam

Did you use the study guide throughout your accreditation? Take a few minutes to
review the study content now and check on any notes you took during your learning
experience. Make sure you understand the core functions and the suggested best
practices.

Click on Take the Exam from the final module page. Start your exam by clicking Play.
Carefully review and answer each question. Click Finish Test to submit your exam. If
you do not pass, you can re-take your accreditation exam once per 24-hour-period.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

90

Print Your Completion Certificate

Navigate to the Index page for


this accreditation

Print your certificate

Q. Why do I get an error when


clicking on the certificate?
A. The certificate will only launch
and auto-populate with your
name if you pass the exam with
a score of 80% or higher.

Click the Completion


Certificate link to open and
print your certificate
Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

91

Accreditation Roadmap Next 30 Days


Change your business by adopting 2-3 best practices

Make Your Accreditation Work for You

My Oracle Support

Toolkit & Hot Topics Emails

Engage Your Team

Community

Customize your Dashboard with


regions of interest.

Create your personalized


toolkit in Favorites with a few
relevant folders for frequently
used tools and resources.

A great way to change your


business is by including your
team in your accreditation
roadmap planning.

Set up your profile and know


the basics.

Mark documents as Favorites


and add to your toolkit.

Talk about best practices,


processes, and tools and identify
opportunities to expand your
teams adoption.

Follow 1-2 discussions


relevant to your role.

Leverage the Getting Started


region for ongoing learning.
Validate your access levels are
aligned with role. Do all
members of your team have
the right access for their
current role?

Set up Hot Topics notifications


with a minimum of knowledge
documents selected.

For example: how many


members of your team are using
Mobile My Oracle Support?

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