How do I create a Logical Hierarchy in Oracle Fusion Field Service using OFS-Maintenance Accelerator?
This topic shows you how you can set up the Oracle Maintenance accelerator for Oracle Fusion Field Service.
Step 1 - Create Applications in Oracle Fusion Field Service
- OIC application with details about the OIC endpoint.
- REST/SOAP API application which would be used on OIC to send data from OIC
to Oracle Fusion Field Service. You've to make sure these Oracle Fusion Field Service APIs are configured with appropriate access
privileges.
- Activity - RW
- Business Events - RW
- Inventory - RW
- Resource - RW
- User - RW
- Activity Types - RW
- Properties - RW
- Work Skills - RW
- Work Zones - RW,
- Inventory Types - RO
Step 2 - Configure Connections
- Oracle OFS Adapter Connection - Enter the details from Oracle Fusion
Field Service application that you created earlier.
- Oracle Maintenance OFS REST Connection - Enter the details from
Oracle Fusion Field Service application that you have created.
- Oracle Maintenance Adapter Connection - Enter the details from Oracle
Fusion that were created in Create Fusion user account.
-
Oracle Maintenance REST Connection - Enter the details from Oracle Fusion that were created in the Create Fusion user account.
-
Oracle Maintenance OAuth REST Connection - Enter the IDCS credentials of the OIC instance where this accelerator has been installed.
For more information about the steps to configure a trusted application in IDCS, click here.
Assign this Application Role to get the write access to the OIC Factory API:
Oracle Maintenance OAuth REST Connection for Gen 2 version:
The OIC Factory API supports Basic Authentication in GEN 2 OIC instance.
Step 3 - Create Resource Types and User Types in Oracle Fusion Field Service
The next step is to create these required resource types and user types within :
- A resource type with a role of 'bucket'. This is used to map the Maintenance Organization bucket in Oracle Fusion Field Service.
- A resource type with a role of 'Field resource'. This is used to map the mobile
workers (resource instances from Oracle Maintenance) . Note: Make sure you have created a user type that can be assigned to the field resources.
- Inventory types 'part' and 'part_sn' must be created and mapped with the model property 'inventory_identifier'.
Step 4 - Configure Parent Resource in Oracle Fusion Field Service
- Create a parent resource in Oracle Fusion Field Service that will encompass
all other resources.
Note: You can skip this step if the parent resource is already available in Oracle Fusion Field Service.
- Configure the External ID of the resource in the Oracle Integration lookup ORCL-BRT-MNT-OFS-CONFIG → ParentResourceId. Based on this configuration, the accelerator will sync the values into Oracle Fusion Field Service.
The accelerator will then sync:
- Maintenance Organization as a bucket under this parent resource.
- Resource Instances as mobile workers under the created maintenance organization resources.
Step 5 - Create Properties Used by Integration
Activate the Oracle Maintenance OFS Property Create Helper and run the Oracle Maintenance OFS Property Setup integrations. The properties listed in this table are installed in Oracle Fusion Field Service automatically.
Property Label | Name | Entity | GUI | Type |
---|---|---|---|---|
mwo_op_seq_number | Operation Sequence Number | activity | text | string |
mwo_workorder_id | Work Order ID | activity | text | string |
mwo_workorder_type | Work Order Type | activity | text | string |
mwo_operation_name | Work Order Operation Name | activity | text | string |
mwo_workorder_priority | Work Order Priority | activity | text | string |
mwo_operation_id | Work Order Operation ID | activity | text | string |
mwo_workorder_subtype | Work Order SubType | activity | text | string |
mwo_workorder_org_code | Maintenance Organization Code | activity | text | string |
mwo_work_skill | Maintenance Work Skill | activity | text | string |
mwo_work_zone | Maintenance Work Zone | activity | text | string |
mwo_op_resourceid | Maintenance Resource ID | activity | text | string |
mwo_resource_code | Maintenance Resource Code | activity | text | string |
mwo_workorder_org_name | Maintenance Organization Name | activity | text | string |
mwo_asset_number | Asset Number | activity | text | string |
mwo_op_countpoint | Operation Count point | activity | text | string |
mwo_subinventory | SubInventory | inventory | text | string |
mwo_resource_organization | Maintenance Organization | resource | text | string |
mwo_resource_subInventory | SubInventory | resource | text | string |
mwo_appt_installed_inventory | Activity Installed Inventory | activity | text | string |
mwo_inventory_subInv | Inventory Source | inventory | text | string |
mwo_operation_note | WO Operation Note | activity | text | string |
mwo_op_resource_note | Operation Resource Note | activity | text | string |
mwo_locator | Locator | inventory | text | string |
mwo_status_change_reason | Status change Reason | activity | combobox | enumeration |
mwo_planned_date | Maintenance Planned Date | activity | text | string |
mwo_action_type | Maintenance WO Action | activity | combobox |
enumeration Expected values
|
mwo_parent_ref_wo_num | Parent Reference Work Order | activity | text | string |
mwo_workcenter_id | Maintenance Work Center Id | activity | text | string |
mwo_wo_desc | Maintenance Work Order Description | activity | text | string |
mwo_resource_requirement | Resource Requirement | activity | text | string |
mwo_wc_enum | Maintenance Work Center | activity | combobox | enumeration |
mwo_transaction_status | Operation Transaction Status | activity | text | string |
mwo_parent_apptnumber | Parent Work Order | activity | text | string |
mwo_resource_orgid | Maintenance Organization ID | resource | text | string |
mwo_inventory_org | Inventory Organisation | inventory | text | string |
mwo_asset_status | Asset Status | activity | combobox | enumeration |
wo_asset_purchase_date | Purchase Date | activity | text | string |
wo_asset_status | Asset Status | activity | text | string |
wo_asset_install_date | Install Date | activity | text | string |
asset_view_translation_placeholders | Asset View Placeholders | activity | combobox | enumeration |
wo_asset_id | Asset Id | activity | text | string |
wo_asset_products | Product | activity | text | string |
mwo_meter_count | Meter Count | activity | text | string |
mwo_meter_info | Meter Info | activity | text | string |
mwo_resource_id | Resource ID | resource | text | string |
part_item_number | Item Number | inventory | text | string |
part_item_number_rev | Item Number with Revision | inventory | text | string |
part_item_revision | Revision | inventory | text | string |
part_item_rev_serial_num | Item Number with Revision and Serial Number | inventory | text | string |
mwo_standard_op_code | Standard Operation Code | activity | text | string |
wo_number | Work Order Number | activity | text | string |
wo_asset_serial_number | Work Order Asset Serial Number | activity | text | string |
wo_case_note | Work Order Case Note | activity | text | string |
wo_asset_name | Work Order Asset Name | activity | text | string |
mwo_cancel_reason | Cancel Reason | activity | text | string |
mwo_repair_trans_code | Repair transaction code | activity | combobox | enumeration |
mwo_work_accomp_code | Work to be accomplished code | activity | combobox | enumeration |
mwo_inst_resource_code | Maintenance Instance Resource Code | resource | text | string |
mwo_labour_identifier | Maintenance Labour Identifier | resource | text | string |
external_id_identified_by | External ID Identified By | resource | text | string |
mwo_inv_last_sync_time | Last Inventory Sync Time | resource | text | string |
mwo_resource_instance_id | Resource Instance ID | resource | text | string |
mwo_work_order_sync_orgs | Work Order Organisations | resource | text | string |
mwo_resource_sync_orgs | Resource Organisations | resource | text | string |
Step 6 - Add Properties to be Indexed for Search
For the integration to function, add these properties as indexes for the activity search API in Oracle Fusion Field Service in the Search > Activity Search Fields section:
- Work Order Number (appt_number)
- MWO Operation Id (mwo_operation_id)
- Asset Id (wo_asset_id)
- MWO WorkOrder Id (mwo_workorder_id)
Step 7 - Configure Organizations filter properties in Oracle Fusion Field Service
- After the Oracle Fusion Field Service properties get created, the below custom
properties need to be enabled in the page of the administrator user.
Property Label Name Description mwo_work_order_sync_orgs Work Order Organisations Used to filter in the Maintenance workorder sync mwo_resource_sync_orgs Resource Organisations Used to filter in the Resources, Activity Types and WorkCenter syncs - The administrator needs to configure the Fusion maintenance organizations in
the property that needs to be filtered for syncing with Oracle Fusion Field
Service. Customers can use this property to filter the maintenance
organizations by configuring the organization code(s) that must be synced
with Oracle Fusion Field Service, e.g., M001, M122.Note: You can either provide a specific organization code, a comma-separated list of organization codes, or use "All" to synchronize data across all organizations. An empty value in this field will result in no data being synchronized.
Step 8 - Configure the 'ORCL-BRT-MNT-OFS-CONFIG' Lookup
The ORCL-BRT-MNT-OFS-CONFIG lookup contains the metadata used by the integration. You must configure this lookup for the integration to function properly. Because all the lookup configurations have default values, be sure to configure appropriate values per the business requirements for these lookups:
Name | Value to be inserted |
---|---|
IntegrationUser | The clientId/user used in the Oracle Maintenance OFS Adapter Connection. |
LaborResourceType | The Oracle Fusion Field Service resource type associated with "Labor" resource instances in Oracle Maintenance (Created in step 4). |
EquipmentResourceType | The Oracle Fusion Field Service resource type associated with "Equipment" resource instances in Oracle Maintenance (Created in step 4). |
UserType | The Oracle Fusion Field Service user type which must be associated with "Labor" resource instances in Oracle Fusion Field Service (Created in step 4). |
ParentResourceId | The external ID of the parent resource in Oracle Fusion Field Service (Created in step 3). |
TravelArea | The travel area associated with work zones in Oracle Fusion Field Service (This is optional and is used only if you select Work Center → Work Zone sync). |
DefaultActivityTypeLabel | This configuration is used to map a default activity type in Oracle Fusion Field Service if no match is found in ORCL-BRT-ACT-TYPE-MAPPING lookup. This isn't created in Oracle Maintenance as a standard operation. |
WOStatusToSyncOFSActivity | This configuration is used in the activity creation flow to filter the work orders by status to sync with Oracle Fusion Field Service. |
WO_STATUSES_ACTIVITY_CANCEL | This configuration is used to filter the work orders by status for Cancellation of Activities in Oracle Fusion Field Service. |
WO_STATUSES_ACTIVITY_DELETE | This configuration is used to filter the work orders by status for Deletion of Activities in Oracle Fusion Field Service. |
WO_STATUSES_ACTIVITY_COMPLETE | This configuration is used to filter the work orders by status for Completion of Activities in Oracle Fusion Field Service. |
MNTSourceSystemCode | The Source System Code on Fusion. It is required for the transactions. This denotes the source system that started the transactions. This source system must be available in Fusion. Refer to the documentation to create a source system reference. |
MNTSourceSystemType | The type of the source system, that is, INTERNAL/EXTERNAL value configured in Fusion. |
SyncMetersOnlyOnActivityCreation | Sync the meters and their readings only while creating activity. If the value is false/not available, it keeps syncing the latest reading to OFS on every update from maintenance to OFS. The default value is true. |
UpdateDFFEvents | Single or multiple field service activity event(s) separated by Comma(,). The expected values are activitySuspended, activityStarted, activityNotDone, activityCanceled, activityCreated. If empty, DFF fields will be synced only on activityCompleted event. |
Step 9 - Activating and Running the Prerequisite Integrations
After the you create prerequisite configurations, you can start running the integrations. Some of these integrations are to be run first so that the required data is added to Oracle Fusion Field Service.
- As the first step, you can activate all the integrations given in the package (activating the integrations is NOT the same as running them). This ensures that all the sub-integrations are active when you run the prerequisite integrations.
- Run the Oracle Maintenance OFS Resource Sync integration. This integration is responsible for syncing the resource instances and the maintenance organizations from Oracle Maintenance with Oracle Fusion Field Service.
- Run the Oracle Maintenance OFS Activity Types Sync integration. This integration is responsible for syncing the Standard Operations to activity types in Oracle Fusion Field Service. Map the Standard Operation to Activity Type in the new lookup ORCL-BRT-ACT-TYPE-MAPPING where you can specify what activity type the standard operation is mapped to. The integration then creates the necessary activity types in Oracle Fusion Field Service
- (Optional) Run the Oracle Maintenance OFS WorkCenter Sync integration. This integration syncs the work centers in Oracle Maintenance with the resource instance's work zone. You must set the work zone key as the mwo_work_zone property for this integration to work.