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PeopleSoft Search allows end-users to submit search data against the Elasticsearch server. The PeopleSoft Search interfaces depend on various aspects.
Configuration of PeopleSoft Global Search against Elasticsearch server
PeopleSoft Search allows end-users to submit search data against the Elasticsearch server.
The PeopleSoft Search interfaces depend on:
Global search is one of the features of PeopleSoft Search which allows end-users to search data globally without navigating to the respective component/page. It fetches the data from Elasticsearch server and populates to the users.
End-users can perform a global search using the global search bar which is available in the portal header throughout the session.
Fig 1: Global Search Bar
Global search consists of:
Global search can be implemented with data source as a query manager or connected query with sets of rules while creating a search query.
Navigation: Reporting Tools > Query > Query Manager
Fig 2: Expression Screen
Fig 3: Criteria Screen
Fig 4: Drilling URL
Navigation: PeopleTools > Search Framework > Designer > Search Definitions
Search definition is used to create the structure of the search index when end-users search the data.
Fig 5: Search Definitions
Fig 6: Search Attributes
Navigation: PeopleTools > Search Framework > Designer > Search Category
Search category is used to group the search definition into logical group of data. Search queries work on search category not on definition.
Fig 7: Search Category
Navigation: PeopleTools > Search Framework > Administration > Define Search Context
Define search context is used to include the search category which should display on homepage global search bar.
Select context type as homepage and add the search category.
Fig 8: Search Content
Navigation: PeopleTools > Search Framework > Administration > Deploy/Delete Object
The search definition needs to be deployed on the SES search engine where it becomes the searchable data. PeopleSoft database will be transferring the empty shell of search definition and category to Elasticsearch server.
Select the right search definition which needs to be deployed on SES engine and click on deploy push button.
Fig 9: Search Definition Deployment
Navigation: PeopleTools > Search Framework > Administration > Schedule Search Index
Schedule Search Index is used to transfer data from PeopleSoft database to Elasticsearch server.
Select the search definition and indexing type as full index because we want to transfer the entire data fetched by PSquery initially.
When some data get added in PeopleSoft database after the first run then select indexing types as incremental index to transfer only last updated data to Elasticsearch server.
Fig 9: Build Search Index
Select the search category which was created and search for the data.
Description and Message Severity are the “IS faceted” under search definition.
Fig 10: Global Search Screen
Click on message set number and it will take you to the original page.
Fig 11: Message Catalog Page
Benefits:
Global Search bar is available in the portal header throughout the session – Access Data from anywhere.
This allows end-users to search data globally without navigating to the respective component/page.
Author
Amrit Kumar Gupta
Associate PeopleSoft Consultant, Kovaion
Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.
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