1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. … · •Apps 9.2 requires...

Taking Advantage of PeopleTools’ New Search Features


Features

Ravi Shankar – Oracle

Venkata Veerapaneni – Oracle

Matthew Haavisto -- Oracle

The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be


material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

Program Agenda

� Overview of the New Search

– More than just finding things, a better way to navigate

– Quick Look at the features

� Demo: Search in Action

– Before and After: Menus vs Search—faster, easier


� Conceptual architecture

� Application Development Features

� Deployment Best Practice

� Verity Remediation in PeopleSoft 9.2 (what, why)

Overview the New Search—

Features and Benefits


PeopleSoft Applications Search

Search bar appearing

at the top of Manager

Dashboard

Filter the Keyword

Actions can be taken directly

Facets for

Additional

Filtering


• Not just a way to find things!

• Available anytime, anywhere

•More efficient and intuitive navigation—preferred by users

• Powerful but familiar—an interface everyone knows, no training

• Full-Featured: Everything you expect in a search engine

•Improve overall usability and behavior of applications

•Execute transactions right from search results

•Part of comprehensive improvement in user experience

Last Search Results

Last Search

Enables you to work through a list

of items using Related Actions


Supports Composite Applications

• Work across applications—break down the silos!

• Search from anywhere to anwhere

Demonstration• Menus vs Search--Benefits


Transition to the New

Search


PeopleSoft and SES Integration

Web Svc


Web Svc Web Svc

Loosely-Coupled Declarative Easy

SES Vs. Verity

Verity• Write your own AE for crawling

• PeopleCode API for Searching

• Security applied on the result set post search in PeopleCode

SES

• PeopleTools UI to describe what you want to search

• Describe how you want to secure it

• Scheduler to trigger indexing jobs


post search in PeopleCode

• Incremental Crawling hard

• Can not search across pillars

• Hard to implement Global Search

• No Facets

• Build time integration

• Scheduler to trigger indexing jobs (parallel / incremental)

• Security applied by SES; smaller result available in PeopleCode

• Can share among pillars

• Loosely coupled integration with Web Services

Platform Support and Remediation

Verity Support

• PeopleTools 8.52+ supports both Verity and SES

• PeopleTools will stop Verity support

SES Platforms

• Oracle Linux x86-64 64-bit

• Oracle Solaris Sparc 64-bit


• PeopleTools will stop Verity support when Apps 9.1 reaches EOL

• Apps 9.2 will not support Verity

• Apps 9.2 requires SES

• HP-UX Itanium 64-bit

• IBM AIX Power 64-bit

• MS Windows Server 64-bit

Verity Remediation


Remediation in 9.2 Apps

Fin/SCM

� eProcurement -- ePro Requisition embedded catalog search

� Services Procurement -- Search for Eligible / Ineligible Providers

� Supplier Contracts -- Authored Contracts search / Library Search

� Resource Mgmt -- Staffing workbench, Express Search

� Staffing -- People Search, People Match, Opportunity Match


� Staffing -- People Search, People Match, Opportunity Match

� Maintenenace Mgmt -- Work Order recommend labor and tool

� AP/eSettlements -- Search/Validate vendors for OFAC (Trade Sanctions)

� Cash Management -- Search/Validate vendors for OFAC

� Order Management -- Customer and Catalog/product 'dropdown' searches

Remediation in 9.2 Apps

HCM/ELM

� Recruiting -- Job Openings

� Recruiting -- Job Posting Profile

� ePerformance Management -- Development Tips, Development Tips-Competencies,

Development Tips-Sub Competencies

� ePerformance Management -- Results Writer – Competencies, Results Writer – Sub


� ePerformance Management -- Results Writer – Competencies, Results Writer – Sub

Competencies

� Profile Management -- Person Profile

� Profile Management -- Job Profile

� ELM -- Learning Request, Supplemental Learning, Learning Objectives

Tech Workshop • Architecture

• Application Development Features


• Application Development Features

• Deployment Best Practice

Architecture

Search

Pages

Persistent Search

Global SearchBuild Custom

Search Pages

Design/Test/Administration UIQuery / Metadata API

Build Search MetadataSearch PSQuery/Definition/Category..


Tools Search Framework

Design/Test/Administration UIQuery / Metadata API

Oracle Secure Enterprise Search (SES)

• Create Query’s • main query with date time prompt(incremental)

• child queries

• Security query

Developing new search index

• Create Search Definition

• Create Connected Query


• Create Search Definition

•Search fields

•Faceted fields

•Security app class

•Web and file sources

Enable Global Search

• Create Search Category

•Multiple search definitions•Advanced search fields

•Faceted fields

•Mark as Search Category as

Search Group


•Assign Group to permission list

•Assign Group to Home Search

Context

Search Group

Configuring and Administering

PeopleSoft Search


PeopleSoft Search

Configure SES


Search Instance


Base URL’s for documents


Roundtrip Test


Deploy


Deploy

Check Query access

Create Feed Definition

Search Definition

PeopleSoft SES

Create Attributes

Create Facets

Create Source

1

2

3


Search Category

Create Source

Check Query access

Get Security MetadataCreate Schedule

3

4

5

Create

Source Group

FTP URL ID’s (8.53)


Audit / Report sync issue


Scheduling indexing processes


Index

Check Query access

Get Node psp / psc URL’s

Start creating feed segments

PeopleSoft SES

Source

Update ftp credentials


Start creating feed segments

Check schedule status

Start SES schedule

Check Query access , Search Server Role

Get Config\Control\Feed

Get Attachment

Get schedule status

After 3 segments

Or end of feeds gen

End

Feed URL’s based on


Search Test


Search

Load proxy credentials

Get auth cookie for user

PeopleSoft SES

Proxy Login

Identity plug-in

Execute search

Check Search server role

Get user roles (8.52 only)


Request search resultsExecute search

Check Search server role

Get user security attr values

Call app SD sec app class

Return search results

Get security values

if not cachedMultiple

parallel

calls

Searching across applications


Search Context


User Sign’s In

Global Search

User Sign’s I

Portal Content

Get Search Category

SES

Get related actions

Multiple

parallel

calls

Read all search groups

Add user accessible

If remote groups

Get remote search groups Multiple

parallel

calls


Get related actions

SES

Execute search

Get security values

if not cached

Add user accessible

to ALL group

Get search context

Add user accessible groups

User performs search

Display results

calls

Multiple

parallel

calls

Portal Search

HCM

ELMSingle SES

Single SES


FSCM

Portal

Single

Sign-on

Required

SES

System Architecture

PIA

Domain 1Domain 1AppServer Domain’s

(PIA / online users)Jolt

http(s)

Web Server


Gate

way

Domain 2

SES

Domain 2AppServer Domain’s

(IB / SES)

https

Jolt

http(s)

QUESTIONS QUESTIONS

AND AND

ORACLE

PRODUCT

LOGO


AND AND

ANSWERSANSWERS

PeopleTools Sessions of Interest

Time Title Session Location

10:45 Performance Tuning for the PeopleSoft Administrator CON9210 MW - 3009

10:45 How the Power of PeopleSoft PeopleTools Can Empower Financial

Operations

CON9097 Westin San Francisco

- Metropolitan I

10:45 Maximize Value of PeopleSoft Applications by Leveraging Oracle Tools and

Resources

CON8935 MW-3008

12:15 Art of the Possible: A Great User Experience via PSFT Applications Portal CON9188 MW - 3009

Monday


12:15 Art of the Possible: A Great User Experience via PSFT Applications Portal CON9188 MW - 3009

Putting the PeopleSoft Test Framework to Work for You CON9190 MW - 3011

Oracle Engineered Systems Success with PeopleSoft CON9204 MW - 3008

4:45 PeopleSoft Technology Roadmap CON9183 MW - 3002/4



10:15 PeopleTools Roadmap: Mobile Applications CON9196 MW - 3009

Securing Your PeopleSoft Integration Infrastructure CON9205 MW - 3011

11:45 Mastering the PeopleSoft Reporting Suite CON9201 MW - 3011

Securing Your PeopleSoft Environment Today & Preparing for Tomorrow CON9202 MW - 3009

Using Virtualization to Manage TCO CON9206 MW - 3007

Tuesday


Using Virtualization to Manage TCO CON9206 MW - 3007

1:15 Implementing a PSFT Maintenance Strategy with PSFT Update Manager CON9192 MW - 3009

5:00 PeopleTools Developer: PeopleTools 8.53 in Action CON9187 MW - 3009

New Functional PeopleTools Capabilities for the Line of Business User CON8932 MW - 3007



10:15 PeopleTools Roadmap: Integration Broker CON9189 MW - 3009

Understanding PeopleSoft Maintenance Tools & How They Fit Together CON9193 MW - 3002/4

11:45 Taking Advantage of PeopleTools’ New Search Features CON9208 MW - 3009

1:15 PeopleTools Developer: Tips & Techniques CON9185 MW - 3009

PeopleTools Roadmap: Platforms CON9203 MW - 3011

Wednesday


PeopleTools Roadmap: Platforms CON9203 MW - 3011

3:30 Case Study: Delivering a Ground-Breaking User Interface with PeopleTools CON9186 MW - 3009

PeopleTools 8.53 Experiences - Panel Discussion CON9198 MW - 3007

PSFT Update Manager – Hands on Lab #1 (2.5 hours) HOL10460 Marriott - Nob Hill A/B

5:00 PeopleTools Product Team Panel Discussion CON9200 MW - 3009



11:15 Using the Integration Network to Build, Test, & Debug Your Integrations CON9194 MW - 3009

PeopleTools Developer: A Guide to Properly Enhancing PSFT Applications CON9197 MW - 3011

PeopleSoft Update Manager – Hands on Lab #2 (2.5 hours) HOL10460 Marriott – Nob Hill A/B

Meet the PeopleSoft PeopleTools Experts MTE9652 MW 2001A

12:45 Management of Oracle PeopleSoft with Oracle Enterprise Manager CON9055 MW 3009

Thursday


12:45 Management of Oracle PeopleSoft with Oracle Enterprise Manager CON9055 MW 3009

Information PortalHosted & Mobile PeopleBooks

Doc Home Pages and Enterprise Integration Point

Maps

Learn MorePeopleSoft Information Development Resources

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1350 Click images for more information

Video Feature OverviewsCumulative Feature Overview & Upgrade Resource Report Tools

Business Process Maps & Entity Relationship Diagrams

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1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. … · •Apps 9.2 requires...

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Transcript of 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. … · •Apps 9.2 requires...