Elastic Search is now widely used in PeopleSoft and especially with organisations wanting to implement Kibana Analytics.
Just trying to pen down some basic understanding in this article in the most lucid language.
Terms Involved:-
Search Definition - Define the data that the end users can run their searches against.
Search Category - Organizing search definitions in manageable, logical group of data. Search Queries run against search categories and not search defnitions. Search definitions should be a member of a Search Category.
Search Groups - Search group are those search categroes that have a Search Group check box checked. This is done when search categories are created. This check box is on the Search Catogories page.
Peopletools- Search Framework - Designer - Search Category
Why do we have this setting Search Group?
This is used when we decide who should be allowed to search on which category.
All employees may not get the right to search Job Data, it will go only to the power users.
So to achieve this we have to configure permission lists. When you create a permission list there is a tab Search Group. Here we add all the necessary groups. We add this permission list to a role.
So all the users who have the role will get the rights to search on those specific search groups included in the Permission List.
Eg.
Permission List - PL_rch_job_data has permission to to HC_HR_JOB_DATA search group. PL_srch_job_data is attached to RL_srch_job_Data.
All users that have the role RL_Srch_job_data will be able to search job data.
Finally below 5 steps to enable elastic search for any user -
1 - Create connected Query / PS Query
2 - Create Search Definition Search add query from step 1 above.
3 - Create Search Category - ( check if this category is search group). Search category can have more than one Search Definitions.
4. Create a Permission List - Search Group created in step 4 will be available to be added to permission list.
5 - Add Permission List to the Role and Assign the role to the appropriate users.
You Tube link to a informative Video.
https://www.youtube.com/watch?v=xQuDOo3EvO4
