WMS 11686 - several fixes in the Lab about APEX and GenAI Agent (#362)

* ocw feedback

* genai1

* Update manifest.json

* GenAI + Opensearch 2.11

* GENAI

* Known issues

* Update integration.md

* Several fixes mostly for multi region.

* a

* Create genai_agent.md

* Create images folder

* Add files via upload

* Update genai_agent.md

* added Lab 4 (Optional): GenAI Agent

* Update genai_agent.md

* Add files via upload

* Delete a.txt

* completed genai_agent.md

* added genai agent screenshots

* formating changes genai_agent.md

* postgres v1

* v2

* initial  discover.md

* Delete oci-postgresql-genai-lab/3-discover/images directory

* Create images folder

* added screenshots for lab3

* Update discover.md

* PostgresLab

* Update test.md

* -

* Hybrid

* qa

* Create .gitignore

* remove genai agent

* hybrid

* screenshot

* pgvector

* -

* Update integration.md

rsa key

* Missing grants

* Update connect-apex-with-agents.md

* Fixes

* not used

* date

---------

Co-authored-by: mkratky <[email protected]>
Co-authored-by: Hope Fisher <[email protected]>

multichannel-oci-genaiagents/9-connect-apex-with-agents/connect-apex-with-agents.md

@@ -8,18 +8,33 @@ Estimated Time: 20 minutes
 ### Objectives
 
 In this lab, you will:
-- Retrieve the Agent Endpoint ID.
-- Configure a Digital Assistant to interact with the Gen AI Agent.
+- Install a APEX application that connect to OCI GenAI Agent.
 
 ### Prerequisites
 
 This lab assumes you have:
 - Access to the Gen AI Agent dashboard.
-- GenerativeAI Agent Endpoint ID. See Lab: Connect ODA with GenAI Agent - Task 1
-- [Download the APEX app, here](https://objectstorage.eu-frankfurt-1.oraclecloud.com/n/frpj5kvxryk1/b/genAiAgents/o/apex_ai_agent_2024_11_19.sql)
+- You have already an Autonomous Database with his Admin password ##DB_PASSWORD##
+- GenAI Agent Endpoint OCID. See Lab: Connect ODA with GenAI Agent - Task 1
+- [Download the APEX app, here](https://raw.githubusercontent.com/mgueury/oci-genai-agent-apex/refs/heads/main/apex_app.sql). In your browser, File / Save (File) As. Then store the file on your laptop
 
 Note: The lab should work also with any Database 19c+ with APEX and DBMS_CLOUD. Here, we use Autonomous database since both are preinstalled. 
 
+### Your Notes
+
+Keep a file to keep the details:
+
+````
+
+Autonomous OCID:     (sample) ocid1.autonomousdatabase.oc1.eu-frankfurt-1.abcdefghj....
+DB Password:         (sample) ##YOUR_PASSWORD##
+Agent Endpoint OCID: (sample) ocid1.genaiagentendpoint.oc1.eu-frankfurt-1.abcdefghj....
+
+WorkSpace Name:      (sample) agent
+WorkSpace User:      (sample) agent
+WorkSpace Password:  (sample) ##YOUR_PASSWORD##
+````
+
 ## Task 1: Policies
 
 1. Click the hamburger menu on the left-hand corner and go to **Oracle Database > Autonomous Transaction Processing**.
@@ -44,7 +59,7 @@ Note: The lab should work also with any Database 19c+ with APEX and DBMS_CLOUD.
     allow any-user to manage object-family in tenancy where ALL { request.principal.id='ocid1.autonomousdatabase.oc1.eu-frankfurt-1.abcdefghj...', request.permission = 'PAR_MANAGE' }
     ```   
 
-## Task 2: Configure Autonomous Database 
+## Task 2: Configure APEX 
 
 1. Click the hamburger menu on the left-hand corner and go to **Oracle Database > Autonomous Transaction Processing**.
 
@@ -53,11 +68,27 @@ Note: The lab should work also with any Database 19c+ with APEX and DBMS_CLOUD.
 2. Click on your database name   
 3. Click on the button **Database Actions / View All Database Actions**
 
-    ![Database Actions](./images/ai_agent_db_action.png)
+    ![Database Actions](./images/ai_agent_db_action_apex.png)
 
 4. Choose **APEX**. Click **Open**
-5. If you have already an existing APEX workspace, log in it. If not, create one with Administration Services.
-6. Click **Application Builder / Import**. Choose the APEX app that your downloaded above (apex_ai_agent_xx.sql). Then **Next**.
+5. If you have already an existing APEX workspace, go to next step. If not, create one with APEX Administration Services.
+    - Log into the Administration Service, enter you Admin ##DB_PASSWORD##.
+    - In Welcome to Oracle APEX!, click **Create Workspace**
+    - Choose **New Schema**
+    - In Create Workspace dialog enter for ex: (Keep note of it!)
+         - Workspace Name: AGENT
+         - Workspace Username: AGENT
+         - Workspave Password: ##YOUR_PASSWORD##
+         - Click **Create Workspace** 
+    - Your workspace is created. Click the top/left, icon **Admin**. The Sign Out. Then return to signin page.
+
+6. Log in your APEX workspace. Ex:
+    - Workspace: AGENT
+    - USER: AGENT
+    - Password: ##YOUR_PASSWORD##
+    - Click **Sign In**
+
+6. Click **Application Builder / Import**. Choose the APEX app that your downloaded above (apex_app.sql). Then **Next**.
 
     ![APEX](./images/ai_agent_apex.png)
 
@@ -66,23 +97,72 @@ Note: The lab should work also with any Database 19c+ with APEX and DBMS_CLOUD.
     ![Import](./images/ai_agent_apex_import.png)
 
 8. Click **Install Supporting Objects**
+    This will fail with **Supporting Objects Install Error**.
+    We fix that in the next steps.
+
 9. When the installation is done, click **Edit Application**.
 
     ![Edit](./images/ai_agent_apex_edit.png)
 
-10. Click on page 1
-11. Open Pre-rendering / CREATE_SESSION
-12. Edit the agent endpoint id. Save and Run
-    ![Endpoint](./images/ai_agent_apex_endpoint.png)
- 
- ## Task 3: Test the application
+10. Keep this tab opened. We will fix the import issue first.
+
+## Task 3: Configure Database Rights
 
-1. Type your question in message. Then Send
+1. In a second browser tab, go back to the OCI Console, again to Autonomous Database 
+2. Click the hamburger menu on the left-hand corner and go to **Oracle Database > Autonomous Transaction Processing**.
+
+    ![Autonomous Database](./images/ai_agent_atp.png)
+
+3. Click on your database name   
+3. Click on the button **Database Actions / View All Database Actions**
+4. Choose **SQL**. Click **Open**
+
+    ![Database Actions](./images/ai_agent_db_action_sql.png)
+
+5. (Optional) Login as ADMIN
+6. In Database Actions / SQL
+     - Look for the name of your Workspace user. If you created it manually, the name starts with WKSP. 
+     - In the below command, replace with your value of:
+         - WKSP\_XXXX ( ex: WKSP\_AGENT )
+         - ##YOUR\_AGENT\_ENDPOINT## ( ex: ocid1.genaiagentendpoint.oc1.eu-frankfurt-1.abcdefghj.... )
+     - Run the following commands
+   
+     ```
+     <copy>
+     EXEC DBMS_CLOUD_ADMIN.ENABLE_RESOURCE_PRINCIPAL('WKSP_XXXX')
+     /
+     grant execute on DBMS_CLOUD to WKSP_XXXX
+     /
+     begin
+       update WKSP_XXXX.AI_AGENT_RAG_CONFIG set value='##YOUR_AGENT_ENDPOINT##' where key='agent_endpoint';
+       commit;
+     end;
+     /     
+     </copy>
+     ```
+
+     ![Grants](./images/ai_agent_atp_grant.png)
+
+
+## Task 4: Test the application
+
+1. Back on your APEX tab of Task 2. Now, click Run **Application**
+2. Login
+    - User: AGENT (=your workspace user)
+    - Password: ##YOUR_PASSWORD##
+3. Type your question in message. Then Send
 
     ![Test](./images/ai_agent_apex_test.png)
 
-2. Check the response. Hover the mouse to see the citations of the original documents.
-3. Click on the link of the original document to see it.
+4. Check the response. Hover the mouse to see the citations of the original documents.
+5. Click on the link of the original document to see it.
+
+## Known issues
+
+### Error: ORA-20404: Object not found - https://agent-runtime.generativeai.eu-frankfurt-1.oci.oraclecloud.com/20240531/agentEndpoints/ocid1.genaiagentendpoint.oc1.eu-frankfurt-
+
+- You have an issue in the OCID of your AGENT_ENDPOINT_ID. Check the format.
+- Or the Policy (Task 1) is incorrect
 
 ## Learn More
 
@@ -93,4 +173,4 @@ Note: The lab should work also with any Database 19c+ with APEX and DBMS_CLOUD.
 
 * **Author** - Anshuman Panda, Marc Gueury, Alexandru Negrea
 
-* **Last Updated By/Date** - Marc Gueury - Nov 2024
+* **Last Updated By/Date** - Marc Gueury - Jan 2025