Understanding PeopleSoft Insights Using PeopleSoft Search Framework

This topic provides an overview about PeopleSoft Insights and discusses:

PeopleSoft Insights is an analytical engine that provides visual reports (visualizations) in the form of charts, tables, graphs and so on. The visualizations are based on queries that retrieve data from the PeopleSoft Search Framework.

Dashboard administrators use PeopleSoft Insights and the underlying analytics engine to create both dashboards and visualizations, which are then attached to dashboards. The dashboard can contain multiple visualizations. The visualization and dashboard are objects in PeopleSoft Insights, which must be imported into the PeopleSoft application.

Typically, a PeopleSoft user who has the Search Administrator role performs these tasks:

  • Imports dashboards.

  • Configures dashboards as tiles or related information.

  • Specifies user privileges for the dashboard.

    End users access dashboards based on user privileges.

  • Deploys dashboards.

Note: Oracle recommends that you do not modify or edit a delivered dashboard or visualization. You may copy a delivered visualization and then modify it as per your business requirements.

For more information, see PeopleTools: Search Technology, "Working with Insights Dashboards for PeopleSoft Application Data," Understanding Application Data and Insights Dashboards.

This table lists the PeopleSoft search definitions defined for ELM Application Dashboards, which are delivered with a PeopleSoft image. Use the appropriate search definition to build your indexes. Keep in mind that search definitions must be deployed before you can build the index.

PeopleSoft roles are created to grant view or edit access for PeopleSoft Insights dashboards. A permission list is not necessary to access these dashboards. Refer to the table below to see roles associated to each search definition. For more information about assigning privileges, see the "Specifying User Privileges" subtopic within the PeopleTools Search Technology: “Working with Insights Dashboards for PeopleSoft Application Data”, Creating a Visualization for Application Data documentation.

Note: Search definitions are used for component keyword search and insights.

Tile Name

Insights Dashboard Name

Search Definition

Role(s)

Certifications by Manager Tile

Certifications by Manager

LM_PRG_RGSTNS

Learning Manager Fluid

Learning by Manager Tile

Learning by Manager

LM_ACT_ENRLMNTS

Learning Manager Fluid

Team Certification Insights Tile

Team Certification Insights

LM_DR_RGSTNS

Learning Manager Fluid

Team Learning Insights Tile

Team Learning Insights

LM_DR_LEARNING

Learning Manager Fluid

Use the Deploy Insights Dashboards page to deploy Insights dashboards and tiles. For more information about the Deploy Insights Dashboards page, see PeopleTools Search Technology: “Working with Insights Dashboards for PeopleSoft Application Data”, Managing a Delivered Dashboard.

Note: Before you deploy a dashboard, you must ensure that the prerequisites of installing and setting up PeopleTools, OpenSearch, and Insights are completed. Also you must ensure that the required search definitions are deployed and indexed successfully because a visualization in Insights is based on the indexes in OpenSearch.

For more information on building indexes, see the PeopleTools Search Technology: "Administering PeopleSoft Search Framework," Working with Search Indexes.