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An Oracle blog about PeopleSoft Technology

Searching in PeopleSoft

Matthew Haavisto
Product Management Director

Many customers have asked us about PeopleSoft’s search strategy.  They may have seen that Oracle’s Secure Enterprise Search (SES) isn’t on the price list any longer, so they wonder about PeolpleSoft’s continued use of that product. 

First and foremost, Search is an important part of PeopleSoft’s overall user experience, and we are continuing to invest in a consumer grade search experience for the enterprise.  When we re-architected our approach to Search several releases ago, we built a PeopleSoft search framework that provides a great Search UI that enables users not only to search enterprise information, but to refine their search results with facets and filters.  We also made it possible for users to act directly on search results through our Related Actions framework.  In many cases, users do not even have to navigate to a transaction page to complete a task.  This provides a rich Search UI that users have come to expect.  Further improvements using PeopleSoft’s Fluid UI include Pivot Grids in search pages that allow users better visualization of search results.  Oracle’s Secure Enterprise Search is the engine for that search in PeopleSoft. 

In an effort to provide choice, PeopleSoft is working on providing an alternative search engine that customers can use in their PeopleSoft ecosystem.  We are planning on offering Elastic Search as an option with PeopleTools 8.56, and our applications that are delivered on 8.56 are planned to contain Elastic indexes.  Note that Oracle will continue to support SES with PeopleSoft for some time yet, and customers can continue to use SES if they have deployed it.  We think that Elastic will be an attractive option for many customers, however.  It is important to note that whichever search engine you use, the PeopleSoft search framework will work with either search engine, and the search UI will be essentially the same regardless of your choice.  Here are a few key points about the Elastic Search option for PeopleSoft:

  • Planning on Elastic availability in 8.56, back porting to 8.55
  • Leverage PeopleTools Search Framework
    - SES or Elastic is a deployment Choice
    - Deploy Elastic on the separate search host instead of SES
  • Take PeopleSoft Images for application fixes and Elastic indexes
  • Will require a one-time full index build with Elastic using the new process
  • We plan to provide a migration guide to help deploy Custom indexes on Elastic
  • PeopleTools DPK for Elastic infrastructure
    - Supported on Linux and Windows
  • We plan to provide a deployment guide to help with performance tuning, load balance, and failover

Our initial testing indicates that Elastic will require fewer resources and will perform better—and will be easier to install than SES.

There is also some discussion of our plans for Search in this PeopleSoft talk video.  The Search discussion is at the 5:50 point.

Join the discussion

Comments ( 18 )
  • guest Wednesday, April 27, 2016

    What is the ETA of PeopleTools 8.56?


  • Matthew Wednesday, April 27, 2016

    Due to Revenue Recognition laws, we can't be specific about dates for releases. We are working toward having it available by the end of this calendar year, although it could go to early '17. You will be seeing a lot more about 8.56 and Elastic Search at Open World this fall.


  • Michael Carr Monday, August 15, 2016

    Great to see Oracle continuing to evolve the PeopleSoft product. One challenge presented by SES is the need to have a separate search for each environment (DEV, TST, UAT, PRD-Copy, etc).

    In my current client's environment the Admins tell me we can only test SES related processes in two places (PRD and UAT). For whatever reason, they cannot have SES configured for each and every environment. I am not sure if this is due to level of effort or infrastructure requirements, but it presents a challenge at times. Will this be the same for Elastic Search? Will each environment need a separate search server? Can a single search server be used for multiple environments?


  • Yadu Thammineni Thursday, August 25, 2016

    You can have one single SES instance which can be shared among all non-Production databases and one more single SES instance exclusively for Production instance. Summarily, you can have SES configured in DEV, TST and UAT using one single instance of SES, that is possible.

    Best Practices document for PeopleSoft Search recommends the same.

    Yes, SES is not easy to install and it can test patience of any seasoned admin esp. when you are doing it in a distributed architecture.

    How Oracle is going to tweak Elasticsearch for its search needs is not clear yet but it will be using the same search frame work.


  • Matthew Thursday, August 25, 2016

    You'll be seeing a lot of information on Elastic in the near future. It does use the PT Search Framework and the UI will be essentially the same for end users. Elastic will be much easier to deploy and it is designed for scalability. We'll have have lots of guidance on deployment and migration at GA time. We're doing a session on Elastic at Open World. Please attend if you can.


  • guest Friday, August 26, 2016

    the link to the video doesn't seem to be available, is it public?


  • Rachael Beatty Tuesday, October 4, 2016

    Will the elactic search be delivered with the PeopleTools or is it going to be a separate download?


  • Matthew Wednesday, October 5, 2016

    Elasticsearch DPKs shipped by PeopleSoft include...

    - A specific version of Elasticsearch and the required Java Runtime Engine

    - PeopleSoft-developed Elastic plug-ins for Security and Attachment Processing

    When deployed, the Elasticsearch DPK automatically...

    - Installs Oracle JRE and Elasticsearch

    - Installs PeopleSoft plugins

    - Configures Cluster, Node, Admin and proxy user


  • mehdi Monday, October 17, 2016

    So the minimum requirement is 8.55.11 and if the PUM download does not contain Elastic DPK where would we download it from?


  • Matthew Monday, October 17, 2016

    Please see the updated posts and other announcements on Elastic with PeopleSoft. You will be able to get Elastic in the Tools DPK as soon as it's available.


  • guest Wednesday, November 9, 2016

    Is PT8.56 supported in SLES SuSe Linux?


  • Tracy Posner Wednesday, November 9, 2016

    Hi Matthew,

    I see you are doing a presentation on transitioning to Elastic Search at the HEUG Alliance this February, I hope to attend. We are currently in the middle of an upgrade from HCM 9.1 to 9.2 and PT 8.54 to 8.55.11 and I am currently in the process of transitioning to (or really setting up) Elastic Search and am having issues. I have a ticket open with MOS support, but it seems that this is new enough that they are slow to provide any type of answers. Do you have any documentation or can point me to any documentation or troubleshooting hints that aren't currently on MOS? Right now it appears there is installation documentation but no information on what to check when things aren't working. Right now, my Elastic Search environment is up and running and my PS environment is patched and configured correctly, abd deploying and crawling indexes successfully, but my search returns no results. We are in a bit of a crunch with the upgrade and I am just trying to find other avenues to explore while I wait for MOS to get back to me. Any help you can provide or suggestions would be greatly appreciated. Thank you.


  • Matthew Wednesday, November 9, 2016

    Tracy,

    Did you review all the docs on the Elasticsearch documentation home page? If not, please check that to see whether it will help. There are several docs there in addition to PeopleBooks. I've contacted some colleagues to try to help address this. Please see the most recent blog post on Elastic for links: https://blogs.oracle.com/peopletools/entry/elasticsearch_for_peoplesoft_now_available


  • Tracy Posner Wednesday, November 9, 2016

    Matthew,

    Thank you for your reply. Yes, I've been through pretty much all of them, specifically the Addendum, multiple times. The supplement just gives an overview, next doc just points you to the PT patch home page, the addendum is next, which as I mentioned I have followed and re-read to see if I missed anything. Im working my way through the Search Technology, but it doesn't really go into specifics about if you hit any issues, or if no results are returned. Doc after that is the updates and fixes, which we pulled from PUM 19 and applied and then the last relevant doc is the known issues, which none listed are my current problem.

    I did just happen to look in my Elastic Search logs and there is an error: ElasticsearchException[ACL metadata not available]. Maybe that helps? Have you ever seen that before?

    Thanks in advance. Tracy


  • Matthew Wednesday, November 9, 2016

    Tracy,

    Please contact me with the SR number and your direct contact info.


  • charanerp Thursday, February 16, 2017

    Thanks for sharing the useful information about oracle and very good points were stated in the blog.


  • John Schumacher Tuesday, May 16, 2017
    Elastic Search is certified with CS 9.2 & PeopleTools 8.55.14: Question -> Who has successfully installed, configured & using this product? I'm am unable to find any help from Oracle Support other than general "information" about how excited Oracle is about this product "release".
  • Matthew Friday, June 2, 2017
    A few customers have gone into production with Elastic, and several are almost there. As for support, there is a lot of documentation, videos, and other collateral. The best place to start is at peoplesoftinfo.com > Key Concepts > Search.
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