How You Configure and Use Smart Search For Assets

Oracle's smart search is utilized across multiple interfaces in asset and maintenance management to perform full-text searches of assets quickly and easily. You can search for assets across dozens of attributes, providing a rich search experience. The smart search is used by the Asset Information Management page, across other pages when searching and selecting using an asset list of value field, as well as in the asset search picker. The smart search supports both enterprise and customer assets based on your user privileges.

This feature uses Oracle Search Extension Framework to provide a powerful index-based search engine combined with Oracle's next user experience so you can quickly and easily perform full-text searches for assets across dozens of attributes.

Enable the Oracle Search Extension Framework

To use the asset smart search, perform these steps:

  • Enable the Oracle Search Extension Framework to create indexes, ingest predefined indexes, and manage search capabilities:
    • Set the Enable/Disable Search Ext Framework (ORA_FND_SEARCH_EXT_ENABLED) profile option to Yes
    • Include your flexfields in your fa-alm-asset index definition:
      • Follow the Implementation Guide steps for Search Extension Framework to configure the index: fa-alm-asset.
    • Refresh your index with flexfield data
      • Make sure that you have the Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV) privilege to run scheduled processes
      • Submit the create index definition and perform initial ingest to OSCS scheduled process to create index definition and perform initial ingest to OSCS process for creating indexes and ingesting predefined indexes
        • Index Name to Reingest: fa-alm-asset
        • If you don't specify any index names while submitting the process, the process run for all predefined indexes.
        • You can also submit the create index definition and perform initial ingest to OSCS scheduled process if the index is already created and you want to ingest all your data again. This process clears the index and fully reingest the data.
        • Included warranties for child assets are not updated in near-real time. If users need to search assets by included warranties for child assets, routinely run the create index definition and perform initial ingest to OSCS process if the index scehduled process to get included warranties of child assets into the index. This scheduled process does not need to be routinely run for the assets with the following warranties as they will be automatically updated in the index:
          • Extended Warranty for parent assets
          • Extended Warranty for child assets Included Warranty for top level asset
    • Make sure that you have the Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV) privilege to run scheduled processes
    • Submit the create index definition and perform initial ingest to OSCS scheduled process to create index definition and perform initial ingest to OSCS process for creating indexes and ingesting predefined indexes
      • Index Name to Reingest: fa-alm-asset
      • If you don't specify any index names while submitting the process, the process run for all predefined indexes
      • You can also submit thecreate index definition and perform initial ingest to OSCS scheduled process if the index is already created and you want to ingest all your data again. This process clears the index and fully reingest the data.
    • For additional details on implementing Oracle Search Extension Framework, see the section entitled Search Extension Framework in the Search chapter of the Implementing Applications guide.
  • Routinely run the run bulk ingest to OSCS scheduled process to ingest asset updates from Manufacturing, Receiving, Inventory, Order Management, and FBDI. Create a scheduled process to ingest these updates at least once a day in order to keep your index up to date. You may want to schedule this process more frequently depending on your business needs. You can also run this job manually, as needed.
    • Program Name to run Bulk Ingest: IB_ASSET_BULK_INGEST
    • You can also manually submit the run bulk ingest to OSCS scheduled process if the index is already created and you want update your index before the next scheduled process.
    • The run bulk ingest to OSCS scheduled process doesn’t clear out the index. It only updates the existing index with the changes from Manufacturing, Receiving, Inventory, Order Management, and FBDI.
    • For additional details on setting up scheduled processes, see the Submit Processes topic in the Scheduled Processes chapter of the ../Apps-Common/using-common-features.ditamap#s20041160 guide.
  • Ensure that you have the appropriate privileges.
    • Users who are assigned a configured job role that contains at least one of the these privileges can view or manage maintenance assets in the Asset Information Management page:
      • Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)
      • View Maintainable Assets (MNT_VIEW_MAINTAINABLE_ASSETS_PRIV)
    • Users who are assigned a configured job role that contains this privilege can export assets in the Asset Information Management page:
      • CSE_EXPORT_ASSET_DETAILS_PRIV
    • Users who are assigned a configured job role that additionally contains this privilege can export assets meters in the Asset Information Management page:
      • MNT_EXPORT_ASSET_METER_READING_DETAILS_PRIV
    • Users who are assigned a configured job role that contain the privileges described in the Implementation Guide content for Search Extension Framework will be able to define which attributes, including descriptive flexfield segments, are included in the fa-alm-asset index.

After you set up your index, and ensure you have the appropriate privileges, you can launch the Asset Information Management link under the Supply Chain Execution group. The existing Manage Assets page can still be accessed via the Tasks pane of the Maintenance Management work area. Additionally, other pages that use the asset smart search API will be enabled.