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Scheduling Optimization and Machine Learning Configuration

To integrate IFS Cloud with IFS Planning & Scheduling Optimization (PSO) the broadcast settings, PSO settings, and authentication settings are required to be set. It's possible to have multiple configurations, e.g. to allow communicating with different PSO accounts from the same IFS Cloud instance.

This page only contains the configurations for IFS Cloud to connect with a PSO account. For the full integration to work, the relevant PSO account must also be configured to connect back to the IFS Cloud instance. The IFS Optimization Framework Configuration Assistant can configure both IFS Cloud and the relevant PSO account from a single place.

To use IFS Optimization Framework Configuration Assistant, please use Add New Configuration / Change Configuration commands on this page.

Read more about Scheduling Optimization and Machine Learning.

Database Process Settings

The Database Process Settings are shared by all configurations.

Start Interval Control how often the background process should run to transfer data for the datasets that are marked for immediate transfer of changes to PSO.
Log Level Control the log level for IFS Optimization Framework.
Enabled Enable or disable the background process that transfer data for the datasets that are marked for immediate transfer of changes to PSO.

Configurations

Configuration ID Unique ID for the configuration.
PSO Account ID Organization ID in the PSO installation that this IFS Cloud instance is configured to connect. The default value is 'Default'.

The substitution variable #IFS_REALM_NAME# can be used to automatically retrieve the value from the corresponding System Parameter 'Namespace', converted to upper case.
Synchronize Users and Permissions Synchronize relevant user accounts and permissions in IFS Cloud with PSO. This will activate the corresponding Users dataset for this configuration in Scheduling Optimization Datasets. Read more about the Users Integration.
PSO User Permission Set Permission set for PSO Workbench users to be synchronized with the Users dataset for this configuration. Read more about the Users Integration.
PSO Administrator Permission Set Permission set for PSO Workbench Administrator users to be synchronized with the Users dataset for this configuration. Read more about the Users Integration.
Client ID Client ID of a service account which has the access to SchedulingServices projection granted. This client account will be used by the Scheduling Broadcast Manager in PSO to communicate with IFS Cloud, and also by IFS Cloud to communicate with the PSO RESTful Gateway.

Client ID can be created manually from the IAM Client page or by using the IFS Optimization Framework Configuration Assistant.

NOTE: This client must be a non-public client with a service account user attached to it. The connected service account user must have FNDSCH_WEBSERVICE permission set granted.

NOTE: The service account user for this client requires to be added as a user in the relevant PSO account and given access to view all datasets.

NOTE: The IFS Optimization Framework Configuration Assistant will automatically create a service account user with the required grants and also add the user to the PSO account.
Client Secret Client secret of the client used in Client ID field. This value can be obtained from IAM Clients page in IFS Cloud.

A Client ID can be created from IAM Client page or using IFS Optimization Framework Configuration Assistant. When Client is manually created its secret can be found in IAM Client page. If the configuration is done using IFS Optimization Framework Configuration Assistant this value will be set automatically.
PSO Profile ID The Profile ID used in PSO. The profile can be used to define a specific set of parameters in PSO to be used together with specific Scheduling models.

The Profile ID is defined both on dataset level and configuration level. If the Profile ID is left blank on the dataset it will use the Profile ID from the configuration. Read more about Scheduling Optimization Datasets.

The Profile ID is also passed in the Users integration as some parameters (e.g. for the PSO Workbench) are set for the user, and not for the specific dataset. The same logic as above is applied when retrieving the Profile ID to use here. Read more about the Users Integration.
PSO Client ID The IAM Client ID that is used when PSO authenticate with IFS Cloud. This value will be set to the parameter OpenIdClientId in PSO when using the configuration assistant.

This client can be created from IAM Client page or using IFS Optimization Framework Configuration Assistant.

NOTE: This client must be a public client, with URL of PSO server added to its Redirect Uri list in format https://<pso server address>/

NOTE:* If created using the assistant, it will automatically add the URL of PSO server in to Redirect Uri list.
PSO Workbench URL The URL for launching the PSO Workbench.

The following configurations depend on whether PSO is installed in the same cluster as IFS Cloud or if PSO is installed outside the cluster of IFS Cloud.

PSO Installed in same cluster as IFS Cloud PSO Installed outside the cluster of IFS Cloud
PSO RESTful Gateway URL RESTful gateway URL of the PSO installation. http://ifs-automation-gateway/

NOTE: This is the default value for this field.
RESTful gateway URL of the PSO installation.

Ex:-
https://<pso server address>/automation/gateway
https://<pso server address>/IFSSchedulingRESTfulGateway

The path after the domain may depend on the setting used when installing the PSO server.
IFS Cloud Callback URL URL of the server that hosts the SchedulingServices projection. Application will use it to infer the URL of the projection.

NOTE: Saving a new value for this field will also update Authentication Token URL field with a new autogenerated value. It should be changed if the autogenerated value is not valid for the specific installation.
http://ifsapp-odata:8080 URL through with IFS Cloud server could be accessed from PSO server.

In most cases this will be the URL defined in system parameter 'System Url' or 'Secondary Url (external proxy URL)', depending on where the PSO server is located in the network relative to IFS Cloud.

The substitution variables #SYSTEM_URL# and #SECONDARY_URL# can be used to automatically retrieve the value from the corresponding System Parameter.
IFS Cloud Callback URL Thumbprint The certificate thumbprint for the IFS Cloud Callback URL. The parameter is optional but it may be required if using a non-trusted certificate.

This value will be sent in the Broadcast Parameter url_cert_thumbprint to be used when PSO is returning data back to IFS Cloud.

See section on Certificate Thumbprints in the Administration Guide in the PSO documentation for more information.
Authentication Token URL URL of the token endpoint for validating client credentials and obtaining authentication tokens.

NOTE: Value for this field will be automatically set when saving a new value for IFS Cloud Callback URL field. Manual change is not required unless the autogenerated value is not valid for the specific installation.
http://ifsapp-proxy/auth/realms/<security realm>/protocol/openid-connect/token

The text <security realm> should be replaced with the correct security realm of the installation.
<ifs cloud callback url>/auth/realms/<security realm>/protocol/openid-connect/token

In most cases <ifs cloud callback url> will be the URL defined in system parameter 'System Url' or 'Secondary Url (external proxy URL)', depending on where the PSO server is located in the network relative to IFS Cloud.

The text <security realm> should be replaced with the correct security realm of the installation.
Authentication Token URL Thumbprint The certificate thumbprint for the Authentication Token URL. The parameter is optional but it may be required if using a non-trusted certificate.

This value will be sent in the Broadcast Parameter auth_token_url_cert_thumbprint to be used when PSO is returning data back to IFS Cloud. It will also be set to the parameter OpenIdAuthorityThumbprint in PSO when using the configuration assistant.

See section on Certificate Thumbprints in the Administration Guide in the PSO documentation for more information.

Activities in Scheduling Optimization and Machine Learning Configuration

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Detail

Add New Configuration

Connect a PSO account to the IFS Cloud instance with a new Configuration ID using IFS Optimization Framework Configuration Assistant.

Change Configuration

Connect a PSO account to the IFS Cloud instance using an existing Configuration ID using IFS Optimization Framework Configuration Assistant. This action is allowed only when the PSO account that is currently specified in the configuration is not connected to an IFS Cloud instance.

Disconnect Configuration

Disconnect the currently connected PSO account from the IFS Cloud instance. After disconnecting it can be re-configured using the Change Configuration command.

PSO Workbench

This command will open the PSO Workbench in a separate window/tab based on the configured PSO Workbench URL and PSO Account ID.