Solution

  1. Open iAutomate Web URL and login with Super Admin credentials.
  2. Go to Advance Configuration -> Knowledge and click Manage Collections.
    Figure 1. Manage Collections
  3. Click on Collections.
  4. Select Collection Type as Custom from list of collection types.
  5. Select the Organization for which you are configuring the collections.
    Figure 2. Manage Collections (Cont.)
  6. Click +Collection tab.
  7. The Add/Edit Collection page appears.
    Figure 3. Add/Edit Collection
  8. Type the Collection Name and Collection Description.
  9. Click Save.
  10. Repeat Steps 2 to 6 for creating a collection for open domain websites as well.
  11. For configuring the ServiceNow Collection, perform the following steps –
    1. On Add Collection pop up, click on Repository.
      Figure 4. Manage Repository
    2. Click Add Repository.
    3. Select Repository Type as ServiceNow. It will ask for additional details:
      • URL
      • Username
      • Password
    4. After providing the information, click Save.
  12. For configuring the Open Domain Sites Collection, perform the following steps:
    1. On Manage Collections page, click next to collection corresponding to Service Now.
    2. The Manage Repository page appears.
    3. Click Add Repository.
    4. Select Repository Type as WebURL. It will ask for additional details:
      • URL: Enter the URL of website to be crawled
      • Depth Level: Specify the depth to which documents should be crawled
      • RestrictDomain: Select this checkbox to filter for documents of same domain as mentioned in URL
      • After providing the information, click Save.
  13. Once the collections are configured, you need to enable and start the crawler and indexer jobs. It will start crawling and processing documents for configured repository.
    Note:

    Look for color code for configured repository. If it is green, then it has been crawled and processed successfully.

  14. Once configured repositories have been crawled and processed successfully, then user can search for relevant documents based on search queries. To do that, go to Advance Configuration -> Knowledge.
  15. Click Knowledge Search.
    Figure 5. Knowledge Search
  16. Select Organization from the drop-down list, then type the search string (e.g. Machine) in the Search box, and then click.

    The search results are displayed in a grid below.

    Figure 6. Knowledge Search Result