Search and Data Visualizations Part 1 – Introduction

December 7, 2021 | 3 minute read
Sasank Vemana
Director, PeopleTools Product Management
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We are at an exciting phase with respect to search and data visualizations functionality in PeopleTools. We are hearing from several customers who are looking for detailed 'how-to' guides on search (powered by Elasticsearch) and data visualizations (powered by Kibana). This blog series will aim to do just that.

Lifecycle of Kibana Analytics

Before we dive into the details, it will be a good idea to review the lifecycle of Kibana analytics as well as Elasticsearch. This will provide a better understanding of the various objects, configuration and deployment steps. Moreover, it will enable us to effectively maintain delivered functionality and any custom analytics created from scratch.

Here are the high-level steps involved in the lifecycle of Kibana. The PeopleBooks hyperlinks listed below provide documentation on how to execute each step. We will go through each of the steps with examples in subsequent blog posts.

1. Data Source
1.1. Create PS Query or Connected Query
1.1.a. Define Drilling URL for Navigation
1.1.b. Create date/time prompt for incremental indexing
2. Search Designer
2.1. Create Search Definition
2.1.a. Use Query (data source) created for search
2.1.b. Map query fields to search metadata attributes
2.1.c. Add security-related metadata
2.2. Create Search Category
3. Search Administration
3.1. Deploy Search Definition/Category
3.2. Build Search Index
4. Create Visualizations/Dashboards
4.1. Create Index Pattern
4.2. Create Visualizations
4.3. Create Dashboards
5. Administer Visualizations/Dashboards
5.1. Import Dashboards
5.2. Configure Dashboards
5.3. Specify User Privileges
5.4. Deploy Dashboards

The following diagram is a simplified depiction of the implementation flow. We can see the different objects, configuration, and deployment steps in PeopleSoft, Elasticsearch, and Kibana. Again, we will go through this flow in subsequent blog posts.


This post is intended to provide a high-level introduction to the lifecycle of Kibana. As part of this blog series, we will release more content on how to get started with search and data visualizations. This will include:

Sasank Vemana

Director, PeopleTools Product Management

Oracle/PeopleSoft Enthusiast, Developer, Architect, Strategist, Advocate

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