Configuring Operational Technology Knowledge Management

Configure Operational Technology Knowledge Management so that you can create the data foundation for the Operational Technology (OT) solution.

If you have the admin role, you can use Guided Setup to lead you through the setup of Operational Technology Knowledge Management. Guided Setup is a tool that assists with application configuration. It organizes the configuration activities into categories. These categories contain the information about the setup tasks, the steps to complete each task, and the links to the pages in your instance where you perform the configuration. The links to useful help content are also provided.

To access Guided Setup, navigate to Industrial Workspace Admin > Guided Setup.

The following table lists the Guided Setup tasks and their purposes for Operational Technology Knowledge Management.

주:

Operational Technology Knowledge Management is included with the Operational Technology Incident Management application. As long as you have the Operational Technology Incident Management application (version 2.0.2) installed and configured, you can configure Operational Technology Knowledge Management. No additional plugins are needed.

The following table shows the tasks that your users must complete for a successful setup and configuration.

표 1. Operational Technology Knowledge Management setup tasks

Task	Purpose
Assign Knowledge Management roles to Operational Technology Knowledge Management.	Assigns the roles to control the actions that are available for each user.
Create an OT knowledge base.	Configures an OT knowledge base to add managers and configure access.
Create user criteria to apply to an OT knowledge base.	Creates a user criteria record to determine the users who can read or contribute to an OT knowledge base.
Assign user criteria to an OT knowledge base.	Assigns the user criteria records to an OT knowledge base to control which users can create, read, write, and retire knowledge articles within the knowledge base.
Configure access to OT knowledge bases for unauthenticated users.	Reviews the OT knowledge bases that are accessible to unauthenticated users. Access is based on the user criteria and glide.knowman.block_access_with_no_user_criteria property settings.
Assign knowledge workflows to an OT knowledge base.	Assigns different knowledge workflows to each OT knowledge base for the publishing and retiring processes.
Review the Knowledge Management properties that are used for Operational Technology Knowledge Management.	Configures the look and functionalities of OT knowledge bases with the applicable Knowledge Management properties.

• Assign roles to your Operational Technology Knowledge Management users
  Assign Knowledge Management roles to your users so that you can control their access to the features, capabilities, and data for Operational Technology Knowledge Management.
• Create an OT knowledge base
  Create an Operational Technology (OT) knowledge base to provide a self-service platform for OT knowledge users to store, share, and manage content that is related to OT incidents.
• Create the user criteria for an OT knowledge base
  Create a user criteria record to determine the users who can read or contribute to an Operational Technology (OT) knowledge base.
• Assign the user criteria to an OT knowledge base
  Assign the user criteria records to an Operational Technology (OT) knowledge base to control which users can create, read, write, and retire knowledge articles within the knowledge base.
• Review access to OT knowledge bases for unauthenticated users
  Review the Operational Technology (OT) knowledge bases that are accessible to unauthenticated users by using the user criteria and glide.knowman.block_access_with_no_user_criteria property settings.
• Assigning knowledge workflows to an OT knowledge base
  You can assign different Knowledge Management workflows to each Operational Technology (OT) knowledge base for the publishing and retiring processes.
• Reviewing the Knowledge Management property for an Operational Technology knowledge base
  As an administrator, you can configure the look and functionalities of Operational Technology (OT) knowledge bases with the Knowledge Management properties.