1. Integrating Service Logistics with Field Service
  2. Install and Configure the Recipe

Install and Configure the Recipe

Install the recipe on your Oracle integration instance to deploy and configure the integration and associated resources.

To install and configure the recipe:
  1. From the Oracle Integration home page, in the Use a recipe/accelerator section, click View all.
  2. Find this recipe by searching for Service Logistics, then click Get.
  3. Verify the confirmation message that says the recipe was successfully installed, and that the recipe card shows In use.
  4. Click Configure on the recipe to configure its resources.
  5. The project workspace opens, displaying all the recipe resources.

Configure the Connections

Configure the following resources before you activate and run the recipe.

Configure the Service Logistics ERP Cloud REST Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Properties

    Enter your Fusion instance URL for ERP Cloud Host for example, https://myinstance.fusionapps.com/.
    Enable two way SSL for outbound connections (Optional) Select No.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Basic Authentication selected.
    Username Enter the FA username.
    Password Enter the password for the user.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click the Go back icon.

Configure the Service Logistics Fusion REST Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Connection Type Leave REST API Base URL selected.
    Connection URL

    Enter your Fusion instance URL, for example, https://myinstance.fusionapps.com/.
    Enable two way SSL for outbound connections (Optional) Select No.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Basic Authentication selected.
    Username Enter the FA username.
    Password Enter the password for the user.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click the Go back icon.

Configure the Service Logistics Locations SOAP Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Properties

    Enter the FA WSDL URL for example, https://fusionapps:443/crmService/FoundationPartiesLocationService?WSDL.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Basic Authentication selected.
    Username Enter the FA username.
    Password Enter the password for the user.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click the Go back icon.

Configure the Service Logistics OFSC Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Properties Enter Field Service Cloud API URL.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Basic Authentication selected.
    Username

    Enter the username that you defined as client id on OFSC for application connection.
    Password Enter the client secret from OFSC.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click the Go back icon.

Configure the Service Logistics OFSC REST Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Connection Type Leave REST API Base URL selected.
    Connection URL

    Enter your Field Service instance rest URL, for example, https://myinstance.fusionapps.com/rest/ofsccode.
    Enable two way SSL for outbound connections (Optional) Select No.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Basic Authentication selected.
    Username

    Enter the username that you defined as client id on OFSC for application connection.
    Password Enter the client secret from OFSC.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click the Go back icon.

Configure the Service Logistics Technicians SOAP Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Properties

    Enter the FA WSDL URL for example https://fusionapps:443/crmService/FoundationPartiesPersonService?WSDL.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Basic Authentication selected.
    Username Enter the FA username.
    Password Enter the password for the user.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click the Go back icon.

Set Up the Secure Integration Between Customer-specific Instances

Oracle Integration syncs Service Logistics field service technicians, stocking locations, inventory balances, and the product catalog with Field Service. The following tasks must be performed to set up the secure integration between customer-specific instances.

  1. Create the Oracle Integration User.
  2. Import the Oracle Integration integration flows:
    1. Sign in to Oracle Integration.
    2. Navigate to Integrations, then Packages.
    3. Click the Import button.
    4. Select the file downloaded from the Marketplace.
  3. Specify connection URL and credentials for all Service Logistics connections.
  4. After all connections are defined, activate the Service Logistics integrations.

Verify Integration Synchronization

Follow the steps listed below to verify the synchronization.

In Service Logistics:

  1. Open the Manage Field Service Technicians UI.
  2. Add a new person as a field service technician and assign a stocking location to the user.
  3. In Oracle Integration, search for the Service Logistics Technicians integration and select Submit Now. If the integration completes successfully, sign in to Oracle Field Service and verify that the technician is available.

Set Up Password Policies for Integration Users

You can set up password policies if you’d like to limit the number of days that a user’s password will work. Expiration days can be set for up to 9999 days.

To set up password policies for integration users:

  1. Sign in as a system administrator.
  2. Open the Security Console page.
  3. Create a new user category.
  4. Edit the password policy for the new user category.
  5. Add the integration user to the new user category.