emerging tech webinar kibana data analytics · analytics & content - 8.58+pum hcm • hr...
TRANSCRIPT
5/19/2020 © SpearMC Consulting 1
© 2020 SpearMC Consulting
Emerging Tech Webinar
Kibana Data Analytics
Gary Dranikoski, SpearMCDirector - Analytics & Managed Services
Cameron McClurg, SpearMCManaging Director
Matthew Haavisto, OracleProduct Management Director - PeopleTools
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© 2020 SpearMC Consulting
An Oracle Platinum Partner, we specialize in:
About SpearMC
▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research
▪ PeopleSoft Hosting on Oracle Cloud Infrastructure
▪ PeopleSoft and Tools Training
▪ PUM Update & Testing Service
▪ PeopleSoft Reseller since 2008
▪ PTF and Test Automation
▪ Oracle Hyperion and PBCS
▪ Oracle Business Intelligence
▪ PeopleSoft Managed Services
© 2020 SpearMC Consulting
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© 2020 SpearMC Consulting
Presenter Introductions
Matthew HaavistoOracle
Product Management [email protected]
Cameron McClurgManaging Director (Seattle)[email protected]
Gary Dranikoski Director (Pittsburgh)[email protected]
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Webinar Intended Audience
© 2020 SpearMC Consulting
HCM & FSCM USERS INTERESTED IN KIBANA
ASSUMES BASIC UNDERSTANDING OF ELASTICSEARCH & REPORTING
PEOPLESOFT TRAINING: KIBANA, ELASTICSEARCH AND PIVOT GRIDS 101
COMING IN JUNE
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Upcoming Live Virtual Training
© 2020 SpearMC Consulting
Starting at $295
https://spearmc.com/apps/psft-training/
Agenda
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8© 2020 SpearMC Consulting
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Polling Question #1
What PeopleTools release are you on?
A.) PeopleTools 8.58
B.) PeopleTools 8.57
C.) PeopleTools 8.56
D.) Below PeopleTools 8.56
© 2020 SpearMC Consulting
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Polling Question #2
What interests you the most about Kibana?
A.) PeopleSoft System Administration Monitoring (ie. Health Center, Web/Application server usage, etc.)
B.) PeopleSoft Application Data Reporting
C.) Both A & B
D.) Not sure, this is completely new to me
© 2020 SpearMC Consulting
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Polling Question #3
What are your biggest challenges with reporting and analytics today?
A.) Performance – slow, not efficient
B.) Lack of Data – just can’t seem to get what I need
C.) Blah – non-graphical, no dashboards, lots of data dumps
D.) No challenges – Our PeopleSoft Reporting is Perfect
© 2020 SpearMC Consulting
© 2020 SpearMC Consulting
© 2020 SpearMC Consulting
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Elastic Company
Web interface to the data - Analytics platform
Search, analyze and store
Data processing pipeline – ingests log file entries, chat message
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PeopleSoft and Kibana
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Visual from https://www.elastic.co/kibana
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Evolution of Elastic Stack with PeopleSoft
© 2020 SpearMC Consulting
8.55
8.57
8.58
8.58+PUM
8.55
8.57
8.58
8.58+PUM
Elasticsearch introduced to PeopleSoft stack
Kibana Visualizations & Dashboards available to System Administrators for performance metrics
Kibana Visualization capabilities available with PeopleSoft Application Data Health Center Dashboard (Logstash)
Delivered Dashboards and pre-built content for Application Data
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Let’s hear from Matthew
© 2020 SpearMC Consulting
One of Oracle’s Strategic investments is in Analytics for PeopleSoft. What is Oracle investing in and how will customers benefit?
© 2020 SpearMC Consulting
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Strategic Investments (Analytics)
Pivot GridsPeopleSoft Delivered, customizable, Dashboards
Simplified AnalyticsExtend Pivot Grids, user personalization
Personalized Analytic Notifications
Set thresholds on Pivot Grids, personal notifications
Kibana Advanced Data visualizations, drillable dashboards, does not affect PeopleSoft performance
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Let’s hear from Matthew
© 2020 SpearMC Consulting
Both Pivot Grids and Kibana provide analytics in the form of Dashboards and related content tiles, are they interchangeable?
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Kibana vs. Pivot Grids
Data refreshed on schedule
Advanced Visualizations
Optimized for speed
Large Data Sets
Trends across time
Dashboards and related content tiles
in PeopleSoft
Included with PeopleTools
Native PeopleSoft security rules apply
Real-time
Contextual to transaction
Related Actions
Simplified Analytics
Personal Notifications based on thresholds
KIBANA PIVOT GRIDS
SpearMC Training
Available
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Let’s hear from Matthew
© 2020 SpearMC Consulting
Based on Oracle’s investment in Kibana (and the elastic stack) –where do you see the biggest opportunities for customers?
When can we expect additional prebuilt content? Will that be a part of a PUM or PeopleTools Upgrade?
© 2020 SpearMC Consulting
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Potential Content
HCM
• HR Employee Pay Analysis
• Recruiting Applicant Status, Counts, Geography
• Payroll Analytics
• Benefits Administrator Analytics
• HR Trend Analysis – terminations, hires over time
• HR Onboarding, Offboarding, Preboarding completion status
• Job Data analysis
FSCM
• Accounts Payable Early Detection & Monitoring
• Accounts Payable Liability Trend Analysis
• Purchasing Buyer Productivity and Efficiency
• GL Operational Analysis, Financial Position & Performance
• Accounts Receivable Collection Analysis
• Contracts & Grants Portfolio Analysis
• Project Costing Financial Metrics
• Maintenance Work Order Analytics
• eProcurement Search and Click Analysis
• Expenses Analytics
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Let’s hear from Matthew
© 2020 SpearMC Consulting
Where can I learn more about Kibana and content that is being developed?
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Kibana Resources
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https://spearmc.com/apps/kibana/
Analytics page on peoplesoftinfo.com
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© 2020 SpearMC Consulting
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Build a Dashboard
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Accessing Kibana
Pre-Requisite
• PeopleTools 8.58 (8.57 for System Administrators)
• Elasticsearch & Kibana 7.0 installed & running
• Search definitions Deployed and Indexes built
• Access to Kibana (Search Instance Properties configured)
Logging In
• Via PeopleSoft – navigate to a Kibana Visualization or Dashboard
• Directly login to Kibana URL
• Admins & Power Users
• Get from PeopleSoft Administrator
• Will need Database name in addition to PS username & password
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Preparing Data
Create Index Pattern
• Pattern based on existing search indexes deployed PeopleSoft
• PeopleSoft Security rules apply
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Create Visualization / Dashboard
Create New visualization
• Metric
• Pie
• Tag Cloud
• Region Map
Create 2 Dashboards
• All visualizations
• Pie Only
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PeopleTools: Enable Kibana Dashboards
• PeopleTools -> Search Framework -> Administration -> Import Kibana Dashboards
• PeopleTools -> Search Framework -> Administration -> Kibana Visualizations
• PeopleTools -> Search Framework -> Administration -> Deploy Kibana Dashboard
• PeopleTools -> Search Framework -> Administration -> Kibana Privileges
• Homepage -> Actions -> Add Tile
© 2020 SpearMC Consulting
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Kibana Dashboard
Tile Full Dashboard
© 2020 SpearMC Consulting
© 2020 SpearMC Consulting
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Summary
PeopleTools 8.57
• Performance Metrics – Health Center Dashboard
PeopleTools 8.58
• Application Data
• Security
• PeopleSoft application security rules applied to data in Kibana Dashboards & Visualizations
• Kibana integration
• PeopleSoft Dashboards and related content displays
Applications
• 118 Existing Search Indexes
• Designed for PeopleSoft search framework
• Customizable and Extendable
© 2020 SpearMC Consulting
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Analytics & Content - 8.58+PUM
HCM
• HR Employee Pay Analysis
• Recruiting Applicant Status, Counts, Geography
• Payroll Analytics
• Benefits Administrator Analytics
• HR Trend Analysis – terminations, hires over time
• HR Onboarding, Offboarding, Preboarding completion status
• Job Data analysis
FSCM
• Accounts Payable Early Detection & Monitoring
• Accounts Payable Liability Trend Analysis
• Purchasing Buyer Productivity and Efficiency
• GL Operational Analysis, Financial Position & Performance
• Accounts Receivable Collection Analysis
• Contracts & Grants Portfolio Analysis
• Project Costing Financial Metrics
• Maintenance Work Order Analytics
• eProcurement Search and Click Analysis
• Expenses Analytics
© 2020 SpearMC Consulting
© 2020 SpearMC Consulting
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Continue Learning – Upcoming Webinars
© 2020 SpearMC Consulting
https://www.gotostage.com/channel/spearmc-livevirtual-webinars
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Continue Learning – Recorded Webinars
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https://www.gotostage.com/channel/spearmc-recorded-webinars
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Continue Learning – nVision, Query and Pivot Grid
© 2020 SpearMC Consulting
15 June
nVision 101 (Day 1)
• Topics: Layouts, Variables, Labels, nPlosion
17 June
nVision 101 (Day 2)
• Topics: Drilldown, Tabular, Macros, Style Sheets
19 June
Query 101 & Query 201
• Topics: Select, Criteria, Joins, Drilling URL, Composite/Connected Query
26 June
Query 301 & Pivot Grid 101
• Topics: Subqueries, Unions, Expressions, Pivot Grid Creation, Dashboards
https://spearmc.com/apps/psft-training/
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Continue Learning – De-Customization
© 2020 SpearMC Consulting
16 June
De-Customization - Part 1
• Topics: Page and Field Configurator, Data Masking and Drop Zones
18 June
De-Customization - Part 2
• Topics: Activity Guides
23 June
De-Customization - Part 3
• Topics: Home Pages, WorkCenters, Navigation Collections and Dashboards
25 June
De-Customization - Part 4
• Topics: Forms and Approval Builder
https://spearmc.com/apps/psft-training/
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Continue Learning – PTF, PUM, Kibana, Elasticsearch and Lease Administration
© 2020 SpearMC Consulting
22 June
PTF
• Topics: Build Test Cases, Create and edit shell script, Run and Test
Kibana – 101
• Topics: Dashboards, Visualizations and Customizations
29 June (3 days)
Lease Administration
• Topics: Requirements Gathering, Configuration, GASB 87 Compliance
8 & 9 July
PUM - 101
Kibana and Elasticsearch – 201
• Topics: Installation, Architecture, Configuration, Migration and Security
https://spearmc.com/apps/psft-training/
24 June
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© 2020 SpearMC Consulting
Thank you!
Gary DranikoskiDirector (Pittsburgh)[email protected](724)448-1614
Cameron McClurgManaging Director (Seattle)[email protected](206) 819-7851
Matthew HaavistoOracle [email protected]