Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide Release 12.1 V5 Part Number E37993-08 | Contents | Previous | Next |
This chapter covers the following topics:
Oracle Field Service Extensions for Oracle Endeca enables you to search and filter Field Service Execution data and Spares Supply Chain data. You can use the Oracle Endeca Field Service Tasks Summary and Field Service Parts Summary pages to view and analyze the data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables for Field Technicians, Field Service Tasks, and Spares Management.
This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1 V5 for the Oracle Field Service Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1). You must read this document and make note of the requirements before you begin your installation.
You can use the Field Service Tasks Summary page to view Key Performance Indicators (KPIs) and Metrics for measuring the efficiency of field operations. You can drill down into Field Service Tasks and Technician information using guided navigation, tag cloud, charts, and a results table that displays attributes and various dimensions. You can also export results table data to an Excel spreadsheet.
The following is a display of the Field Service Tasks Summary page.
From the Field Service Manager responsibility, navigate to the Field Service Tasks Summary page:
(N) Field Service Manager > Field Service Tasks Summary
Within the Field Service Tasks Summary page, you can view and analyze field performance data using display tools that include metrics, charts, graphs, and tables. The following describes the Endeca Field Service Tasks Summary page regions and components:
Region | Components |
---|---|
Guided Navigation | You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names: Range Filters
Task
Service Request
Customer
Product
|
Task Metrics (metrics bar) Note: The Metric Components are color coded to highlight warnings and health: - Red: Critical warning state - Yellow: Warning - Grey: Normal - Green: Good |
|
Tasks Constraints Metrics |
|
Problem Code Tag Cloud | Top Ten Problem Codes Tag Cloud Component
Note: The Problem Code tag cloud component displays the top ten problem codes by frequency of occurrence. |
Tasks Charts (tabbed component container) Tasks (tab) | Tasks (bar chart)
Tasks (pie chart)
|
Tasks Charts (tabbed component container) On Time (tab) | On Time (bar chart)
On Time, Effort, Duration (trend chart)
|
Tasks Charts (tabbed component container) First Time Fix (tab) | First Time Fix (bar chart)
First Time Fix (trend chart)
|
Tasks Charts (tabbed component container) Tasks per Technician (tab) | Tasks per Technician (bar chart)
Tasks per Technician (trend chart)
|
Tasks Charts (tabbed component container) Rejected/Rescheduled Tasks (tab) | Rejected/Rescheduled Tasks (bar chart)
Rejected/Rescheduled Tasks (pie chart)
|
Tasks Charts (tabbed component container) Schedule Time (tab) | Schedule Time (bar chart)
Schedule Time (trend chart)
|
Tasks Charts (tabbed component container) Task Constraints (tab) | Task Constraints (bar chart)
Task Constraints (trend chart)
|
Results Table | Column Sets:
|
You can use the Field Service Parts Summary page to view Key Performance Indicators (KPIs) and Metrics for spare parts usage, parts orders and back orders pending, and areas of concern. This information is vital for decision making to further improve the operational efficiency of warehouse and service supply chain operations. You can drill down into parts orders, backorders, and debrief information using guided navigation, tag cloud, charts, and a results table that displays attributes and various dimensions. You can also export results table data to an Excel spreadsheet.
The following is a display of the Field Service Parts Summary page.
From the Field Service Manager responsibility, navigate to the Field Service Parts Summary page:
(N) Field Service Manager > Field Service Parts Summary
Within the Field Service Parts Summary page, you can view and analyze the efficiency of Spares Supply Chain and Logistics Operations, based on the analysis of data related to Spare Parts Consumption, Parts Orders, Backorders, Unused Parts, Parts Dead on Arrival (DOA), and Parts utilization per Task using display tools that include metrics, charts, graphs, and tables. The following describes the Endeca Field Service Parts Summary page regions and components:
Region | Components |
---|---|
Guided Navigation | You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names: Range Filters
Order
Debrief
Task
Address
Service Request
|
Metrics Bar Note: The Metric Components are color coded to highlight warnings and health: - Red: Critical warning state - Yellow: Warning - Grey: Normal - Green: Good | Metrics Bar
|
Part Tag Cloud | Top Ten Parts Tag Cloud Component
Note: The Part tag cloud component displays the top ten parts by frequency of occurrence. The Tag Cloud is dynamically rendered based on distinct Part Names associated with all Field Service Tasks in the system. Tag cloud can be used to filter the displayed records based on the tag clicked by the user. |
Charts (tabbed component container) Orders (tab) | Order Number Count (bar chart)
Received and Shipped on Time (bar chart)
|
Charts (tabbed component container) Debrief (tab) | Chart
Chart
|
Results Table | Column Sets:
|
Field Service Administrators can use this dashboard to analyze data related to Service Requests, Tasks, and Technicians. The following is a partial display of the Field Service Endeca Admin Portal page.
From the Field Service Administrator Portal responsibility, navigate to the Field Service Admin Portal page:
(N) Field Service Administrator Portal > Field Service Admin Portal Endeca
Region | Components |
---|---|
Metrics Bar Note: The Metric Components are color coded to highlight warnings and health: - Red: Critical warning state - Yellow: Warning - Grey: Normal - Green: Good |
|
Chart |
|
Results Table | Column Sets:
|
The Oracle Field Service product configuration setup must be completed after the installation and common configurations are completed as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1).
To set up Oracle Field Service Extensions for Oracle Endeca, you must complete the following steps:
Set Access Control by assigning UMX roles and updating access grants.
Load data to the Oracle Field Service Data Store by running graphs provided by Oracle Field Service.
As part of the Oracle E-Business Suite-EID integration for the Oracle Field Service application, the following UMX Roles are provided:
UMX Role | Internal Code Name |
---|---|
Field Service Endeca Access Role | UMX|CSF_ENDECA_ACCESS_ROLE |
Field Service Endeca Admin Portal Access Role | UMX|CSF_ENDECA_ADMIN_PO_ACCESS_ROLE |
Field Service Endeca Global Access Role | UMX|CSF_ENDECA_GLOBAL_ACCESS_ROLE |
You must add the new UMX role 'Field Service Endeca Access Role' (Internal Code Name: UMX|CSF_ENDECA_ACCESS_ROLE) to enable Endeca menu items for the Field Service Manager responsibility, or any other custom responsibility which is using the same menu. When this UMX role is assigned to the Field Service Manager responsibility, the menu items ‘Field Service Tasks Summary’ and ‘Field Service Parts Summary’ appear.
To obtain access to the Field Service Admin Portal for Endeca, you must add the new UMX role ‘Field Service Endeca Admin Portal Access Role’ (Internal Code Name: UMX|CSF_ENDECA_ADMIN_PO_ACCESS_ROLE) to the ‘Field Service Administrator Portal’ responsibility.
If a user requires access to the complete (global) dataset, the ‘Field Service Endeca Global Access Role’ (Internal Code Name: UMX|CSF_ENDECA_GLOBAL_ACCESS_ROLE) must be added for that user. If a user does not have global access to the dataset, that user will have access to task, debrief, and parts order information related to resources belonging to his/hers group or territory only.
For assigning UMX roles and grants, refer to Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1).
The following data stores are included with the Oracle Field Service application:
Data Store Name | Purpose |
---|---|
csf-tasks | Stores Service Request, Task, and Resource (Technician) information. |
csf-parts | Stores Parts Order and Task Debrief information. |
Each data store comes with a set of graphs. The naming of the graphs is identical across data stores.
The initial data upload for Endeca Field Service is complete when the Full graph is run as described in the Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental data load or refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.
To schedule ETL on the Integrator Server
Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Select the graph for schedule to run. I.e. FullLoadConfig.grf/IncrementalLoadConfig.grf.
Click Create to set the scheduler.
You can load data to the Oracle Field Service Data Store by running graphs provided by Oracle Field Service.
To load data to the Oracle Field Service data store
Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node under csf-parts.
Graphs to load data include:
FullLoadConfig.grf: This graph loads meta data and data from all views. It resets all records in the csf-parts data store, and then loads data. Run this graph to load data for the Field Service Parts Summary page. This graph will load data for part orders and debrief.
IncrementalLoadConfig.grf: This graph performs incremental load for part orders and debrief. Only those records that were updated subsequent to the last load are loaded. Note: Data deleted in EBS (Field Service) will not be removed from Endeca by running Incremental Graph. You must run FullLoadConfig.grf graph to remove all the data from Endeca and then reload all data. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system.
The following views are used by the ETL layer in Endeca to load Oracle Field Service data to the Endeca data store:
View Name | Purpose |
---|---|
CSF_EID_TASKS_V | Loads Service Request, Task and Resources (Technician) data |
CSF_EID_PARTS_V | Loads Parts Orders and Task Debrief data |
Oracle Field Service integration includes the following new user menu functions:
User Function Name | Function Name |
---|---|
Oracle Field Service Parts Destination | CSP_ENDECA_PARTS |
Oracle Field Service Parts Landing Page | CSP_ENDECA_PARTS_LANDING_PG |
Oracle Field Service Tasks Destination | CSF_ENDECA_TASKS |
Oracle Field Service Tasks Landing Page | CSF_ENDECA_TASKS_LANDING_PG |
Oracle Field Admin Portal Destination | CSF_ENDECA_AP |
Oracle Field Service Admin Portal Landing Page | CSF_ENDECA_AP_LANDING_PG |
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