{"id":31012,"date":"2026-01-06T06:41:25","date_gmt":"2026-01-06T06:41:25","guid":{"rendered":"http:\/\/kovaion-new1.local\/peoplesoft-global-search-step-wise-configuration\/"},"modified":"2026-01-06T06:52:23","modified_gmt":"2026-01-06T06:52:23","slug":"peoplesoft-global-search-step-wise-configuration","status":"publish","type":"post","link":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/peoplesoft-global-search-step-wise-configuration\/","title":{"rendered":"PeopleSoft Global Search \u2013 Step Wise Configuration"},"content":{"rendered":"<p><strong>Configuration of PeopleSoft Global Search against Elasticsearch server<\/strong><\/p>\n<p>PeopleSoft Search allows end-users to submit search data against the Elasticsearch server.<\/p>\n<p>The PeopleSoft Search interfaces depend on:<\/p>\n<ul>\n<li>The Search Framework is completely configured.<\/li>\n<li>The PeopleSoft search definitions and categories deployed to the Elasticsearch instance.<\/li>\n<li>The search indexes are populated.<\/li>\n<\/ul>\n<p>Global search is one of the features of PeopleSoft Search which allows end-users to search data globally without navigating to the respective component\/page. It fetches the data from Elasticsearch server and populates to the users.<\/p>\n<p>End-users can perform a global search using the global search bar which is available in the portal header throughout the session.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-11771 aligncenter\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 754px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image.png 754w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-480x161.png 480w\" width=\"754\" height=\"253\" \/><\/p>\n<p>Fig 1: Global Search Bar<\/p>\n<p>Global search consists of:<\/p>\n<ul>\n<li>Specific search group<\/li>\n<li>Free text search edit box<\/li>\n<\/ul>\n<p>Global search can be implemented with data source as a query manager or connected query with sets of rules while creating a search query.<\/p>\n<ol>\n<li><strong>Create PS Query:<\/strong><\/li>\n<\/ol>\n<p>Navigation: Reporting Tools &gt; Query &gt; Query Manager<\/p>\n<ul>\n<li>Create PS query with sets of rules for search framework:<\/li>\n<li>List of filed to be displayed.<\/li>\n<li>\u201cLast updated\u201d record field.<\/li>\n<li>Drilling URL<\/li>\n<li>Prompt against \u201cLast updated\u201d field.<\/li>\n<li>Criteria for \u201cLast updated\u201d field should be \u201cnot less than\u201d.<\/li>\n<li>Click on Add expression, expression type as Drilling URL and then select component URL.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11772 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-1-1024x327.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-1-980x313.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-1-480x153.png 480w\" alt=\"\" width=\"1024\" height=\"327\" \/><\/p>\n<p>Fig 2: Expression Screen<\/p>\n<ul>\n<li>Update Last updated field with not less than condition and prompt against it.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11773 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-2-1024x294.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-2-980x281.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-2-480x138.png 480w\" alt=\"\" width=\"1024\" height=\"294\" \/><\/p>\n<p>Fig 3: Criteria Screen<\/p>\n<ul>\n<li>Clicking on the Drilling URL will directly take to the page of specified component.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11774 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-3-1024x253.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-3-980x242.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-3-480x119.png 480w\" alt=\"\" width=\"1024\" height=\"253\" \/><\/strong><\/p>\n<p>Fig 4: Drilling URL<\/p>\n<ol>\n<li><strong>Search Definition:<\/strong><\/li>\n<\/ol>\n<p>Navigation: PeopleTools &gt; Search Framework &gt; Designer &gt; Search Definitions<\/p>\n<p>Search definition is used to create the structure of the search index when end-users search the data.<\/p>\n<ul>\n<li>Specify the query name as source name and related information as needed.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11775 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-4-1024x456.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-4-980x437.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-4-480x214.png 480w\" alt=\"\" width=\"1024\" height=\"456\" \/><\/p>\n<p>Fig 5: Search Definitions<\/p>\n<ul>\n<li>Select the fields with which users can search the data under \u201cField to Index\u201d column.<\/li>\n<li>\u201cIs Faceted\u201d is used to group the fields of search data.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11776 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-5-1024x431.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-5-980x412.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-5-480x202.png 480w\" alt=\"\" width=\"1024\" height=\"431\" \/><\/p>\n<p>Fig 6: Search Attributes<\/p>\n<ol>\n<li><strong>Search Category:<\/strong><\/li>\n<\/ol>\n<p>Navigation: PeopleTools &gt; Search Framework &gt; Designer &gt; Search Category<\/p>\n<p>Search category is used to group the search definition into logical group of data. Search queries work on search category not on definition.<\/p>\n<ul>\n<li>Search category name should be same as search definition.<\/li>\n<li>Give meaningful description which will display in search group.<\/li>\n<li>Select search group check box to display search category in global search bar.<\/li>\n<li>Select auto detect fields under advanced search fields page and auto detect facets under facets page.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11777 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-6-1024x289.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-6-980x276.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-6-480x135.png 480w\" alt=\"\" width=\"1024\" height=\"289\" \/><\/p>\n<p>Fig 7: Search Category<\/p>\n<ol>\n<li><strong>Define Search Context<\/strong><\/li>\n<\/ol>\n<p>Navigation: PeopleTools &gt; Search Framework &gt; Administration &gt; Define Search Context<br \/>\nDefine search context is used to include the search category which should display on homepage global search bar.<br \/>\nSelect context type as homepage and add the search category.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11778 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-7-1024x433.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-7-980x415.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-7-480x203.png 480w\" alt=\"\" width=\"1024\" height=\"433\" \/><\/p>\n<p>Fig 8: Search Content<\/p>\n<ol>\n<li><strong>Deploy Search Definition<\/strong><\/li>\n<\/ol>\n<p>Navigation: PeopleTools &gt; Search Framework &gt; Administration &gt; Deploy\/Delete Object<br \/>\nThe search definition needs to be deployed on the SES search engine where it becomes the searchable data. PeopleSoft database will be transferring the empty shell of search definition and category to Elasticsearch server.<br \/>\nSelect the right search definition which needs to be deployed on SES engine and click on deploy push button.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-11779\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-8.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1364px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-8.png 1364w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-8-1280x549.png 1280w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-8-980x420.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-8-480x206.png 480w\" width=\"1364\" height=\"585\" \/><br \/>\nFig 9: Search Definition Deployment<\/p>\n<ol>\n<li><strong>Schedule Search Index<\/strong><\/li>\n<\/ol>\n<p>Navigation: PeopleTools &gt; Search Framework &gt; Administration &gt; Schedule Search Index<br \/>\nSchedule Search Index is used to transfer data from PeopleSoft database to Elasticsearch server.<br \/>\nSelect the search definition and indexing type as full index because we want to transfer the entire data fetched by PSquery initially.<br \/>\nWhen some data get added in PeopleSoft database after the first run then select indexing types as incremental index to transfer only last updated data to Elasticsearch server.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-11780\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-9.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1365px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-9.png 1365w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-9-1280x271.png 1280w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-9-980x207.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-9-480x102.png 480w\" width=\"1365\" height=\"289\" \/><br \/>\nFig 9: Build Search Index<\/p>\n<ol>\n<li><strong>Global Search Output<\/strong><\/li>\n<\/ol>\n<p>Select the search category which was created and search for the data.<br \/>\nDescription and Message Severity are the \u201cIS faceted\u201d under search definition.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-11781\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-10.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1365px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-10.png 1365w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-10-1280x405.png 1280w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-10-980x310.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-10-480x152.png 480w\" width=\"1365\" height=\"432\" \/><br \/>\nFig 10: Global Search Screen<br \/>\nClick on message set number and it will take you to the original page.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-11782\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-11.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1365px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-11.png 1365w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-11-1280x411.png 1280w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-11-980x314.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2021\/04\/word-image-11-480x154.png 480w\" width=\"1365\" height=\"438\" \/><\/p>\n<p>Fig 11: Message Catalog Page<br \/>\nBenefits:<br \/>\nGlobal Search bar is available in the portal header throughout the session \u2013 Access Data from anywhere.<br \/>\nThis allows end-users to search data globally without navigating to the respective component\/page.<\/p>\n<p><strong>Author<\/strong><br \/>\n<strong>Amrit Kumar Gupta<\/strong><br \/>\nAssociate PeopleSoft Consultant, Kovaion<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Configuration of PeopleSoft Global Search against Elasticsearch server PeopleSoft Search allows end-users to submit search data against the Elasticsearch server. The PeopleSoft Search interfaces depend on: The Search Framework is completely configured. The PeopleSoft search definitions and categories deployed to the Elasticsearch instance. The search indexes are populated. Global search is one of the features [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-31012","post","type-post","status-publish","format-standard","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31012","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/comments?post=31012"}],"version-history":[{"count":1,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31012\/revisions"}],"predecessor-version":[{"id":31013,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31012\/revisions\/31013"}],"wp:attachment":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media?parent=31012"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/categories?post=31012"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/tags?post=31012"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}