Before You Install the Recipe

You must perform the following configuration tasks on your Oracle Field Service Cloud and ArcGIS instances to successfully connect to these external systems using Oracle Integration and synchronize issues created in Oracle Field Service Cloud to ArcGIS.

Configure Oracle Field Service Cloud

You have to perform the following tasks on your Oracle Field Service Cloud instance in order to synchronize issues created in Oracle Field Service Cloud.

  1. Get the client ID and secret.
    To retrieve the client ID and secret, you have to add an application.
    1. Log in to an Oracle Field Service Cloud instance.
    2. In the top-left corner, click the hamburger menu, then click Configuration.
    3. On the Configuration page, under Subsystems, click Applications.
    4. Click Add Application.
    5. Enter the Application Name and Application ID, give the required API access. See Authorize Access to APIs.
    6. Click Submit.
    7. Select the type of token service for the registered client application from the Token service drop-down list. By default, the type of token service is Oracle Field Service.
    8. Select the authentication settings as Authenticate using Client ID/Client Secret.
    9. Click Show Client ID and Client secret to copy them for configuring the connection in Oracle Integration.
    10. Click Save.
  2. Create an activity type.
    1. Navigate to Configuration, then Resources, Activities, Inventories, and then Activity Types.
    2. Click Add Activity Type.
    3. Enter the label and name for activity in the respective Label and Name fields.
    4. Select Activate to activate the activity type.
    5. Select the necessary features.
  3. Create a resource.
    1. Navigate to Resource.
    2. Click Add Resource or New.
    3. Enter the Resource Name, External ID, Type, and Work Skills. External ID is mandatory field.
    4. Set the Working Calendar to define the resource’s availability.
    5. Configure shift patterns and time slots if required.
    6. Define work zones and areas where the resource will operate.
    7. Assign access permissions based on roles and tasks.
    8. Click Save to save the new resource.

Configure ArcGIS

To configure ArcGIS, see Prerequisites for Creating a Connection in Using the ArcGIS (ESRI) Adapter with Oracle Integration 3.

Additionally, the user must have a feature layer created in the application. See the instructions for creating a new feature layer.

Here is the list of field names for the feature layer created for this recipe: ActivityLayer/0-ActivityLayer.

Display Name Field Name Type
OBJECTID objectid ObjectID
ACTIVITY_ID activity_id Integer
STATUS status String
ACTIVITY_START_DATE activity_start_date String
ACTIVITY_END_DATE activity_end_date String
ACTIVITY_TYPE activity_type String
CUSTOMER_NAME customer_name String
CITY city String
CUSTOMER_ID customer_id String
ACTIVITY_SEVERITY activity_severity String
RESOURCE_ID resource_id String
RESOURCE_NAME resource_name String