Intent based navigation installation steps

Prequisites:

  • K2BTools version 15.1 or higher.
  • GeneXus version 18 U8 or higher.
  • Receipt of necessary files from the K2BTools team.
    • Modules
      • One .opc file for the K2BToolsIntentBasedNavigation module.
      • One .opc file with K2BToolsChatBL module
    • Integration objects
      • IntentBasedNavigation.xml file
    • Scripts
      • SQL script to create necessary database tables.
    • Globant Enterprise AI Requirements:
      • A GXAI token
      • A search profile name

Installation steps

  1. Copy files
    • Copy the *.opc files to <GeneXusDir>/Modules
    • Copy the IntentBasedNavigation.xml file to <GeneXusDir>\Packages\K2BTools
  2. Open a command line and run GeneXus.exe /install.
  3. Module Activation
    • Open the GeneXus Development Environment.
    • Navigate to K2BTools -> Install Intent Based Navigation Module.
      IAInstallIntentBasedNavigationModule
      Install Intent Based Navigation Module

    • Configure the K2BTools datastore (can be the same as the application database or a different one).
    • Run the provided SQL script on the database configured in the previous step.
  4. Load Metadata
    • Select the "WorkWiths" or "EntityManagers" that need to be included in the intent-based navigation mechanism. For more information read Configuring WorkWiths and Entity Manager as Intent Resolvers
      ExposeAsIntentResolver
      Expose as Intent Resolver

    • Select the "WebPanels" generated by WebPanelDesigner that need to be included in the intent-based navigation mechanism. For more information read Configuring WebPanelDesigner as intent resolver
    • In the GeneXus IDE, navigate to K2BTools -> Generate Intent Based Navigation objects.
      GenerateIntentBasedNavigationObjects
      Generate Intent Based Navigation Objects

    • Run the procedure 'LoadIntentBasedNavigationMetadata'.
      LoadIntentBasedNavigationMetadata
      Load Intent based navigation metadata

    • If the procedure K2BTools.Utils.Date.GetDatetimeISO8601Format has no references in the KnowledgeBase, add a webpanel that calls this objects only for compilation purposes.
  5. Runtime Configuration
    1. Run the application.
    2. General Runtime Configuration
      1. Navigate to the 'K2BToolsIntentBasedNavigation.GeneralSettings' web panel and execute the action 'K2BT_LoadMissingParameters'.
      2. Locate the parameter "search profile name" and set the value provided by the K2BTools team.
      3. Locate the parameter "GXAIToken" and set the value provided by the K2BTools team. For more information about General Runtime Configuration read Intent based navigation - General Runtime Configuration
    3. Reindexing intent resolvers
      1. Go to the 'K2BTools.IntentBasedNavigation.WWIntentResolver' web panel and click on the "Reindex resolvers" action (note that this process may take a while). For more information read Intent Based Navigation Metadata
  6. Master Page Configuration
    1. Open the master page.
    2. Place a web component in the header, setting the object name property to 'K2BTools.Chat.ChatComponent'
      AIChatComponent
      Adding the chat component to the master page

Notes

  • "GeneXusDir" refers to the installation directory of your GeneXus instance.