1. Configuring Applications
  2. Set Up Oracle Fusion Knowledge Management

Set Up Oracle Fusion Knowledge Management

You can enable Oracle Fusion Knowledge Management (OKM) from within Oracle Fusion Field Service to help mobile workers search for answers related to the activities they're working on. The search results are based on the search query's terms, context, and intent. Apart from displaying the relevant answers, the application uses large language models (LLMs) to generate concise, authoritative summaries from knowledge articles, which helps mobile workers see the best-fit answers first.

Before you start

  • You must have a valid license for Oracle Fusion Knowledge Management.
  • If you're using Oracle Fusion Field Service:
    • Enable Fusion Knowledge management by following the steps mentioned here.
    • To enable the Gen AI knowledge search capability, enable the Knowledge Generative AI profile as described here.

Here's what to do

  1. Click Configuration > Applications.
  2. On the Applications page, click Add Application.
  3. Select Oracle Knowledge from the Application Type drop-down list.
  4. Enter the Application Name and Application Label values.
  5. If you're using Oracle Fusion Field Service:
    • Enter the default search term that you want to display on the Oracle Fusion Knowledge Management search page in the Search Prompt field. You must enclose the fields in braces. For example: "How to install {inventoryType}".
  6. If you're using Oracle Field Service:
    1. To use semantic search and answer generation:
      1. Select Semantic search and answer generation - Powered by Oracle AI. Oracle Fusion Knowledge Management uses LLM based semantic search with improved search accuracy by understanding the terms, context, and intent to generate more relevant results. Ensure Knowledge with Redwood User Interface and Knowledge Generative AI profile options are configured in Fusion Functional Setup Manager.
      2. Create an OAuth User Assertion-based authentication using a REST/SOAP API application. Configure the scope field in the following format: <fusion scope> <spectra scope> urn:opc:resource:multiresourcescope.
        Note: urn:opc:resource:multiresourcescope serves as the multi-scope indicator and must always be placed at the end of the scope.
      3. Enter the application name used for OAuth user assertion in the OAuth User Assertion field. You must provide the application name, because LLM based knowledge is available only using OAuth User Assertion based authentication.
      4. Enter the default search term that you want to display on the Oracle Fusion Knowledge Management search page in the Search Prompt field. You must enclose fields in braces. For example : "How to install {inventoryType}".
    2. To use a default search field and query:
      1. Enter the URL of Oracle Fusion Knowledge Management in the URL field.
      2. Ensure that the URL you enter is in the format: https://servername.oraclecloud.com.
      3. Enter the username and password to access Oracle Fusion Knowledge Management.
      4. Select a standard or custom property in the Default Search Field field. When a user opens the Knowledge tab, the default search results are based on the value of this field.
      5. Enter the default keyword or search term in the Default Search Query field. When a user opens the Knowledge tab, the application performs an initial search based on the value of this selected field or property that's selected in the Default Search Field field. If there's no value available for the property, the application uses the default keyword to perform the initial search. For example, let's assume that you've selected Activity Notes (activity property) in the Default Search Field and added the Default Search Query as Test. When a mobile worker searches Oracle Fusion Knowledge Management from within the context of an activity, the default search results are based on the Activity Notes property. If the Activity Notes value is empty, the search uses the default keyword configured (in this example: Test). A mobile worker can perform a search with any other keyword from within the Oracle Fusion Knowledge Management page as applicable. However, the result is based on the exact match for the keyword.