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

1. PeopleSoft Search Framework
What is the big deal?
Anoop Savio
April 02, 2013

2. The Enterprise Data
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3. Where It Lives
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4. Components
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Content ingestion
Indexing
Query parsing
Matching

5. Searching The Data?
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6. Enterprise Search
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7. The Google Enterprise Search
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8. The Oracle
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9. Oracle Endeca Merger
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10. Why an EFFECTIVE SEARCH is critical?
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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.
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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 versions
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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 crawling
Configured to run only against Oracle SES
Verity or any other SE’s cannot be configured

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 Security
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• Search Designer interface
• Create search definitions
• Create search categories
• Define Results (Similar to Google Search)
• Search Query API
• Rich display options
Global Search
Search Pages

15. PSF – Look & Feel
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16. Search Results
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17. More features

18. PeopleSoft Search Framework Architecture
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19. PeopleSoft Search Framework Architecture
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PeopleSoft Server Architecture with Oracle SES

20. PeopleTools elements and Oracle SES elements
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21. Implementation Process Flow
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22. Defining Search Definition Queries
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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 Query
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24. General Settings
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PeopleTools > Search Framework, Designer > Search Definition.

25. Mapping Search Attributes
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Define Hierarchy Path

26. Attachment Properties
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PeopleTools, Search Framework, Designer, Search Definition and selecting the Attachment
Properties tab

27. Search Definition Security
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PeopleTools, Search Framework, Designer, Search Definition and selecting the Security tab

28. Mapping Components to Search Definitions
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PeopleTools, Search Framework, Designer, Search Definition and selecting the Component Mapping
tab

29. Viewing Search Attributes
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PeopleTools, Search Framework, Designer, View Search Attributes and selecting the Display
Fields tab

30. Creating File Source Search Definitions
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31. File Source Search Definitions
Specify the location where external files reside in an accessible file system that
you want to make available to the Oracle SES crawling
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PeopleTools, Search Framework, Designer, Search Definition, File Source

32. Specifying Document Types
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PeopleTools, Search Framework, Designer, Search Definition, File Source

33. Creating Web Source Search Definitions
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34. Web Source Search Definitions
Make the content of internal or external websites available for Oracle SES
crawling
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PeopleTools, Search Framework, Designer, Search Definition, Web Source

35. Specifying Document Types
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PeopleTools, Search Framework, Designer, Search Definition, Web Source

36. Creating Search Categories
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37. General Search Category Settings
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PeopleTools, Search Framework, Designer, Search Categories.

38. Facet Settings
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PeopleTools, Search Framework, Designer, Search Categories and selecting the Facets tab.

39. Custom Search Page & Display Fields
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40. Administering PeopleSoft
Search Framework
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41. Search Instance
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PeopleTools, Search Framework, Administration, Search Instance

42. Administering Search Definitions and Search Categories
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PeopleTools, Search Framework, Administration, DeployDelete Object

43. Managing Search Context
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PeopleTools, Search Framework, Administration, Define Search Context and choosing the appropriate
context type (homepage, portal node, or work center).

44. Importing Remote Search Groups
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45. Working with Search Indexes
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46. Creating the Attachment URL ID List
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47. Working with Search Framework Definitions During Upgrades
• search attributes
• search definitions
• search categories
• search contexts
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48. PeopleSoft Search Framework Utilities
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Running Diagnostics
Downloading Search
Data
Test Search Page

49. Security
• PeopleSoft Permissions.
• Setting up authentication and authorization.
• Configuring SSL between PeopleSoft and
SES.
• Setting up role-based search group access.
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Role-Based Search Group Access

50. Appendix
• http://www.informationweek.com/oracle-challenges-google-with-new-
enterp/181500006
• http://www.searchenginejournal.com/google-mini-oracle-secure-enterprise-
search-offerings/3041/
• http://isquared.wordpress.com/2011/04/12/interaction-models-for-faceted-
search/
• http://www.oracle.com/us/corporate/acquisitions/endeca/index.html
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