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PeopleSoft Spotlight Series

Elasticsearch


Search Topics

What is Elasticsearch?o Why the Switch?Deploying Elasticsearcho Deployment Processo Transitioning from SESKey Take-AwaysAvailable Resources


PeopleSoft’s Move to Elasticsearch

What is Elasticsearch?• Distributed, open source search and analytics engine• Designed for horizontal scalability, reliability, and easy management• Based on Apache Lucene, a popular search library, world-wide popular use

PeopleSoft and Elasticsearch• Elasticsearch is a deployment choice

• SES and Verity deprecated in 8.56 (SES will be supported with 8.55 until April 2018)

• PeopleSoft Delivers a specific version of Elasticsearch as a Deployment Package• Deploy Elasticsearch on the separate search host instead of SES• Secure—Uses PeopleSoft Security Model

Why Elasticsearch?• Meet current and future needs of our customers• Improved performance in indexing and results retrieval• Horizontally scalable, supporting distributed architecture• Easy to install, administer and maintain

Search has become an Important part of the

Contemporary UX


Search is an Important Part of the User Experience


Search Topics



Fresh install of Elasticsearch and PeopleSoft Search Framework

• For customers that have not already deployed Secure Enterprise Search (SES)

• Includes customers still using Verity

• Must deploy the PeopleSoft Search Framework

Migrate from SES to Elasticsearch with Downtime

• Take down SES and install Elasticsearch on the existing search server

• Perform the installation process

• Migrate from SES to Elasticsearch with live Cutover

• Keep SES up and running with your PeopleSoft environment

• Install Elasticsearch on its own search server and follow the process

• Cut over to the Elasticsearch environment when testing is complete

Three Use Cases for Deploying Elasticsearch

No Downtime with this scenario!For customers using Verity orhave not deployed SES

Use the same infrastructure


Estimate Resource Requirements

Deploy Elasticsearch on Server using DPK

Uptake New Features and Fixes to PeopleSoft and

Elasticsearch

Configure PeopleSoft

Integration with Elasticsearch

Build PeopleSoft Search Indexes on

Elasticsearch

Perform Acceptance Testing

Migrate to Elasticsearch

Instance

Seven Steps: Transition to Elasticsearch

Linux or Windows

Let’s examine these steps more closely…


Step 1: Estimate Resource Requirements

Elasticsearch is deployed as a cluster consisting of 3 or more nodes

The size and number of nodes in the cluster is based on:

- Number and volume of Search Indexes

- Redundancy required for backup and failover

Elasticsearch requires less CPU and disk resources than SES

Elasticsearch Cluster

Elasticsearch Node1

Elasticsearch Node2

Elasticsearch Node3


Step 2: Deploy using Elasticsearch DPK

Elasticsearch Deployment Packages (DPK) shipped by PeopleSoft include:

A specific version of Elasticsearch and the required Java Runtime Engine

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

When deployed, the Elasticsearch DPK automatically:

Installs Oracle JRE and Elasticsearch engine

Installs PeopleSoft plugins

Configures Cluster, Node, Admin and proxy user


Step 3: Uptake Application Features Required

for Elasticsearch

Application images deliver new features and

fixes regularly

Each application pillar provides changes to

support Elasticsearch in images

Image Details available in My Oracle Support


Step 4: Configure PeopleSoft/Elasticsearch Integration

Create an Elasticsearch Search-Instance

using PeopleSoft Search Framework

--Or--

Use ACM plug-ins to configure PeopleSoft-

Elasticsearch integration (ACM template can

be used to deploy the definitions/categories

and build the index)

PeopleSoft and Elasticsearch communicate

with each other using REST APIs

Advanced configurations can be done

using Search Options page


PeopleSoft Elasticsearch

Database Index

Search Definition Type

Field Mapping

Row Document

Key Id

Step 5: Build PeopleSoft Search Indexes on Elasticsearch

Build Elasticsearch Index using PeopleSoft delivered and custom Search Definitions

Deployment makes Elasticsearch aware of mapping

Building of Index involves deployment and then Indexing

Indexing sends data from PeopleSoft to Elasticsearch

Settings can be overridden at index level


Step 6: Perform Acceptance Testing

Validate the Search results with expected functional data

Validate results with previous benchmarked data from SES

Testing and Validation Tools:

Application Engine logs

Integration Broker logs

PeopleSoft Health Monitor

PeopleSoft-Elasticsearch Console

Analyze search results

Diagnostics page and Search Test Page

Validate search performance

Page coming to the Search Framework, which will enable users to interact with Elasticsearch


Step 7: Go-Live on Elasticsearch!

Setup incremental indexing

Perform clean-up, for example:

Decommission SES

Disable Handlers

Purge logs…

Health Center monitoring Elasticsearch environment


If You Are Doing Live Cutover…

• PeopleSoft Search Framework Supports Live Cut-Over

– Add Elasticsearch in addition to SES

– Crawl the Elasticsearch Indexes while SES is running

– Specific Users can test Elasticsearch

– Switch to Elasticsearch without stopping PeopleSoft

Confidential – Oracle Internal/Restricted/Highly Restricted 17


Search Topics



Key Take-Aways

Elasticsearch is available in 8.55.11 or later patch and is the only search option in 8.56

Easier deployment and maintenance, better indexing performance

Elasticsearch and PeopleSoft interface code is delivered as a single standalone Deployment Package

User Experience is the same – Contemporary. Users will see better results performance

Elasticsearch is supported by PeopleSoft Search Framework

Search definitions created for SES will work for Elasticsearch

Requires a one-time full index build with Elasticsearch using the new process

Guidance to help with transition

19

We’re not resting! This gives us a robust platform for continued enhancements with Search in the

PeopleSoft user experience


Search Topics



Search Concepts Page


Additional Information

22

•PeopleTools Elasticsearch Home Page (Doc ID 2205540.2 on MOS)– Elasticsearch Installation documentation

– Instructions to move your existing Oracle Secure Enterprise Search (SES) to Elasticsearch

– Implementation documentation for PeopleSoft Search Framework, including Elasticsearch

– Links to PeopleSoft Application updates and fixes required for implementing Elasticsearch

– Troubleshooting and support documentation to assist with the installation and implementation

•More Elasticsearch Spotlight Series Videos coming soon!– Elasticsearch Installation and Terminology

– Moving from SES to Elasticsearch

– Administering and Monitoring PeopleSoft Search Framework

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