Get ready for onboarding
This page gives you a clear view of the Cantara onboarding journey and the information to gather before your first session. Use it as a preparation checklist so your team can move faster, reduce back-and-forth, and avoid delays.
What to Expect
This page outlines the three parts of the onboarding journey, with links to each step. Use the checklist below to gather everything you'll need before you begin.
Part 1 — Set up your tenant
Register your organisation, configure billing and licenses, and set up user access and permissions.
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To set up your tenant, see Tenant Setup.
Part 2 — Configure your namespace
Create isolated environments, such as development or production, for independent configuration and management within your tenant.
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To configure a namespace, see Configure a Namespace.
Part 3 — Connect your gateway
Connect Cantara to your JD Edwards environment, and set up gateway-level access control.
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To configure a gateway, see Configure a Gateway.
What You'll Need Beforehand
Tenant Registration
- Organisation legal name
- Entity number, such as ACN
- Business identifier, such as ABN
- Preferred cloud deployment region
- Primary business address
- Billing address, if different from the primary address
Access Control & Identity Provider
- Authentication method decision: local accounts, SSO, or SSO with SCIM provisioning
- Identity Provider type, such as Microsoft Entra ID or Okta
Billing & Licensing
- Billing type, such as annual account billing or monthly credit card billing
- Billing contact name, email, and phone number
- Credit card details, if using credit card billing
- License name
- Required product tiers and entitlements, such as user limits or transaction limits
Namespaces
- Namespace name, such as development, test, staging, or production
- Namespace region
Gateway
- Time zone where the JDE servers are hosted
- JDE environment name, such as PY, PD, or DV
- JDE service account username and password
- JDE role and date format
- AIS or JAS endpoint URL, including scheme and host
- JDE technical contact, including name and email
Let’s get started
When you are ready to begin, start with Tenant Setup.