People soft search framework


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PeopleSoft Search Framework - Why is it significant to the upcoming PeopleSoft releases

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  • Title: Shared service center for a series of Community CollegesIndustry: Public Sector
  • People soft search framework

    1. 1. PeopleSoft Search FrameworkWhat is the big deal?Anoop SavioApril 02, 2013
    2. 2. The Enterprise Data2
    3. 3. Where It Lives3
    4. 4. Components4Content ingestionIndexingQuery parsingMatching
    5. 5. Searching The Data?5
    6. 6. Enterprise Search6
    7. 7. The Google Enterprise Search7
    8. 8. The Oracle8
    9. 9. Oracle Endeca Merger9
    10. 10. Why an EFFECTIVE SEARCH is critical?10
    11. 11. Oracle Secure Enterprise Search 11g• Oracle Secure Enterprise Search 11g R1• Automatic Search Index Update• 10x more data with a single SES instance• New document filters, especially for MS Office and Oracle Open Office(formerly SUN Star Office)• Connector updates for Documentum, Lotus Notes, Windows NTFS• Improvements in Windows Native Authentication (WNA)• Behind the search scene updates of Indexes.• Freemarker templating engine – Makes UI very easy.11
    12. 12. What is the significance of PSF?• PeopleSoft application with a version 9.1x or earlier – Use Verity• Option to use PSF from 8.52 onwards or continue to use Verity• PSF and Verity can co-exist without any interaction level• Verity is not supported from 9.2 versions12
    13. 13. PeopleSoft Search Framework Overview• Oracle Secure Enterprise Search (SES)• SES supported Indexes created using• PeopleSoft Query and Connected Query (Fields that matters to the user)• Web source (Get data from say, DeloitteNet)• File source (Say from KX or files in Deloitte Yammer)• Search Framework Administration• Enable SES – IB Integration• Deploy the Search Definitions and Search Categories• Build indexes• Manage crawlingConfigured to run only against Oracle SESVerity or any other SE’s cannot be configured
    14. 14. Key Features• Search Administration interface• PeopleSoft browser interface• Configure• Deployment• Scheduling index creation / maintenance• Run Index updates• Flexible security• Source-level security• Document-level security• No Security14• Search Designer interface• Create search definitions• Create search categories• Define Results (Similar to Google Search)• Search Query API• Rich display optionsGlobal SearchSearch Pages
    15. 15. PSF – Look & Feel15
    16. 16. Search Results16
    17. 17. More features
    18. 18. PeopleSoft Search Framework Architecture18
    19. 19. PeopleSoft Search Framework Architecture19PeopleSoft Server Architecture with Oracle SES
    20. 20. PeopleTools elements and Oracle SES elements20
    21. 21. Implementation Process Flow21
    22. 22. Defining Search Definition Queries22
    23. 23. Search Definition Queries• Source for SES system• "Last Updated" Field (LASTUPDTTM) Incremental Indexing• Specifying a List of Fields to Index• Codes to Description• Defining a Deletion Query (using Audit record)• Attachment as a Drilling URL for SES system to search for the documents• Testing Your Search Definition Query23
    24. 24. General Settings24PeopleTools > Search Framework, Designer > Search Definition.
    25. 25. Mapping Search Attributes25Define Hierarchy Path
    26. 26. Attachment Properties26PeopleTools, Search Framework, Designer, Search Definition and selecting the AttachmentProperties tab
    27. 27. Search Definition Security27PeopleTools, Search Framework, Designer, Search Definition and selecting the Security tab
    28. 28. Mapping Components to Search Definitions28PeopleTools, Search Framework, Designer, Search Definition and selecting the Component Mappingtab
    29. 29. Viewing Search Attributes29PeopleTools, Search Framework, Designer, View Search Attributes and selecting the DisplayFields tab
    30. 30. Creating File Source Search Definitions30
    31. 31. File Source Search DefinitionsSpecify the location where external files reside in an accessible file system thatyou want to make available to the Oracle SES crawling31PeopleTools, Search Framework, Designer, Search Definition, File Source
    32. 32. Specifying Document Types32PeopleTools, Search Framework, Designer, Search Definition, File Source
    33. 33. Creating Web Source Search Definitions33
    34. 34. Web Source Search DefinitionsMake the content of internal or external websites available for Oracle SEScrawling34PeopleTools, Search Framework, Designer, Search Definition, Web Source
    35. 35. Specifying Document Types35PeopleTools, Search Framework, Designer, Search Definition, Web Source
    36. 36. Creating Search Categories36
    37. 37. General Search Category Settings37PeopleTools, Search Framework, Designer, Search Categories.
    38. 38. Facet Settings38PeopleTools, Search Framework, Designer, Search Categories and selecting the Facets tab.
    39. 39. Custom Search Page & Display Fields39
    40. 40. Administering PeopleSoftSearch Framework40
    41. 41. Search Instance41PeopleTools, Search Framework, Administration, Search Instance
    42. 42. Administering Search Definitions and Search Categories42PeopleTools, Search Framework, Administration, DeployDelete Object
    43. 43. Managing Search Context43PeopleTools, Search Framework, Administration, Define Search Context and choosing the appropriatecontext type (homepage, portal node, or work center).
    44. 44. Importing Remote Search Groups44
    45. 45. Working with Search Indexes45
    46. 46. Creating the Attachment URL ID List46
    47. 47. Working with Search Framework Definitions During Upgrades• search attributes• search definitions• search categories• search contexts47
    48. 48. PeopleSoft Search Framework Utilities48Running DiagnosticsDownloading SearchDataTest Search Page
    49. 49. Security• PeopleSoft Permissions.• Setting up authentication and authorization.• Configuring SSL between PeopleSoft andSES.• Setting up role-based search group access.49Role-Based Search Group Access
    50. 50. Appendix••••