1 copyright © 2012, oracle and/or its affiliates. all rights reserved. … · •apps 9.2 requires...
TRANSCRIPT
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 131
Taking Advantage of PeopleTools’ New Search Features
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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
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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
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� Conceptual architecture
� Application Development Features
� Deployment Best Practice
� Verity Remediation in PeopleSoft 9.2 (what, why)
Overview the New Search—
Features and Benefits
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PeopleSoft Applications Search
Search bar appearing
at the top of Manager
Dashboard
Filter the Keyword
Actions can be taken directly
Facets for
Additional
Filtering
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• 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
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Supports Composite Applications
• Work across applications—break down the silos!
• Search from anywhere to anwhere
Demonstration• Menus vs Search--Benefits
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Transition to the New
Search
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PeopleSoft and SES Integration
Web Svc
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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
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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
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• 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
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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
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� 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
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� 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
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• 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..
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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
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• 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
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•Assign Group to permission list
•Assign Group to Home Search
Context
Search Group
Configuring and Administering
PeopleSoft Search
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PeopleSoft Search
Configure SES
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Search Instance
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Base URL’s for documents
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Roundtrip Test
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Deploy
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Deploy
Check Query access
Create Feed Definition
Search Definition
PeopleSoft SES
Create Attributes
Create Facets
Create Source
1
2
3
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Search Category
Create Source
Check Query access
Get Security MetadataCreate Schedule
3
4
5
Create
Source Group
FTP URL ID’s (8.53)
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Audit / Report sync issue
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Scheduling indexing processes
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Index
Check Query access
Get Node psp / psc URL’s
Start creating feed segments
PeopleSoft SES
Source
Update ftp credentials
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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
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Search Test
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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)
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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
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Search Context
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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
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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
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FSCM
Portal
Single
Sign-on
Required
SES
System Architecture
PIA
Domain 1Domain 1AppServer Domain’s
(PIA / online users)Jolt
http(s)
Web Server
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Gate
way
Domain 2
SES
Domain 2AppServer Domain’s
(IB / SES)
https
Jolt
http(s)
QUESTIONS QUESTIONS
AND AND
ORACLE
PRODUCT
LOGO
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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
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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
PeopleTools Sessions of Interest
Time Title Session Location
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
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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
PeopleTools Sessions of Interest
Time Title Session Location
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
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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
PeopleTools Sessions of Interest
Time Title Session Location
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
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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
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Video Feature OverviewsCumulative Feature Overview & Upgrade Resource Report Tools
Business Process Maps & Entity Relationship Diagrams
Graphic Section Divider
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