Enabling Resource Matching and Cache Processes

This chapter discusses how to:

Establish resource groups.
Define flexible attributes.
Set up the Verity Search engine and Resource Matching processes.
Administer cache and maintenance processes.

Establishing Resource Groups

To establish resource groups, use the Resource Groups component (RS_RESOURCE_GROUPS).

This section provides an overview of resource groups and discusses how to:

Define resource groups.
Establish resource group details.

The tasks that are discussed in this section are required.

Understanding Resource Groups

Resource groups are collections of resources that you define by organizational unit, supervisor ID, or resource pool. You use them to limit a search for resources on the Express Search page and the Staffing Workbench - Fulfill Orders page. In addition, a manager selects the resources to appear on the Staffing Workbench - Manage Utilization page by specifying a resource group.

Users can access only the resource groups that they create.

See Also

Resource Groups

Pages Used to Establish Resource Groups

Page Name	Object Name	Navigation	Usage
Resource Group Definition - Resource Groups	RS_RESOURCE_GROUPS	Resource Management, Define User Options, Resource Group Setup Resource Management, Define User Options, My Workbench Options, Workbench Click Add Resource Groups on the My Workbench Options - Workbench page. Resource Management, Express Search, Express Search Click Add Resource Groups on the Express Search page. Resource Management, Staffing Workbench, Fulfill Orders Click Add Resource Groups on the Staffing Workbench - Fulfill Orders page. Resource Management, Staffing Workbench, Manage Utilization Click Add Resource Groups on the Staffing Workbench - Manage Utilization page.	Add or modify resource groups and select active resource groups.
Resource Group Definition - Resource Group Details	RS_RSRCGRP_ADD	Click the Add button on the Resource Group Definition - Resource Groups page. Click the Edit button on the Resource Group Definition - Resource Groups page.	Add or modify resource group details.

Defining Resource Groups

Access the Resource Group Definition - Resource Groups page.

Active	Select the resource groups to appear as options in the Resource Group ID field (RS_RSRCGRP_NAME) on the Express Search page, the Staffing Workbench, and the My Workbench Options - Workbench page. The default value is Active (check box selected) for new resource groups.
Group ID and Name	Displays information about the resource group.
Edit	Click to access the Resource Group Definition - Resource Group Details page to view or edit the group.
Delete	Click to delete the group.
Add	Click to access the Resource Group Definition - Resource Group Details page to add a new resource group.

Establishing Resource Group Details

Access the Resource Group Definition - Resource Group Details page.

Resource Group ID	Enter a unique group identifier. This is a required field.
Description	Enter a name that describes the resource group. This is a required field. If you designate the resource group as active on the Resource Group Definition - Resource Groups page, the resource group name is available for selection on the Express Search page, the Staffing Workbench, and the My Workbench Options - Workbench page.
Select Organization Structure	Select to establish a resource group based on an organization unit.
Select by Pool	Select to establish a resource group based on a resource pool. Selecting this option displays a read-only pool hierarchy showing only active pools. You can expand the hierarchy and select any pool by selecting its check box. If you select the check box for a parent pool, all its children will automatically be selected.
Select by Supervisor ID	Select to establish a resource group based on a supervisor ID. Important! You must enter a supervisor on the Update Employee Data - Employee Job page for all resources before you can use resource groups that are based on a supervisor ID.
Advanced Search or Basic Search	Select either method by clicking the respective link to search for organizations to include in the resource group. The Advanced Search or Basic Search links options display only if you are establishing a resource group based on organization structure.

Finding Organizations Using the Basic Search

Access the Resource Group Definition - Resource Group Details basic search page.

Use this page to select organizations from the organizational unit tree to associate with the resource group.

Organization Hierarchy Name	Enter the setID that is associated with the organizational unit tree. Click the lookup button to search for the setID by description. The search page contains a list of setIDs that have an organizational unit tree associated with them. The tree enables you to navigate the organization's hierarchy and find the appropriate unit to associate with this group. You can select a tree node such as a group of departments, or a tree detail such as a specific department. When you select the setID, the organizational unit tree appears in the Select an Organization group box.
Select an Organization	Expand the organizational unit tree to view all organizations. Select the desired organization to include in the resource group. You can select any level on the tree to include in the resource group You must select at least one organization for the resource group.
Resource Group Definition	Displays the setID name, organization name, and organization description for each selection. Delete rows as needed.
OK	Click the OK button to return to the Resource Group Definition - Resource Groups page. The new resource group appears in the Available Groups group box. Click Save on the Resource Group Definition - Resource Groups page to save new or modified resource groups.
Cancel	Click to discard the changes and return to the Resource Group Definition - Resource Groups page.

Finding Organizations Using the Advanced Search

Access the Resource Group Definition - Resource Group Details advanced search page.

Use this page to search for organizations to associate with the resource group.

Organization Hierarchy Name	Enter the setID that is associated with the organizational unit tree.
Find Organizations Like	Enter an organization name, or enter the first characters of the name followed by a wildcard (* or %). To search using characters within the name, enter a wildcard, enter any contiguous characters, and then enter another wildcard. Searches are case-sensitive. Note. To view all organizations in the tree, use the Resource Group Definition - Resource Group Details basic search page.
Find	Click this button to perform the search. The list of organizations that match the search criteria appears in the Select an Organization grid.
Select an Organization	Select the check box next to organizations to include in the resource group. You can select tree nodes or tree detail values. You must select at least one organization for the resource group.
OK	Click this button to populate the Available Groups group box with the selected organizations.

Creating Resource Groups by Supervisor ID

Access the Resource Group Definition - Resource Group Details page. Select the Select by Supervisor ID option.

Use this page to create a resource group based on one or more supervisor IDs.

Search by and Last Name	Select the search type and enter the supervisor's last name, first name, or employee ID. You can search using the first characters of the name or employee ID. To search using characters within the name or employee ID, enter the wildcard (%), enter any contiguous characters, and then enter another wildcard. A supervisor is available for selection if the supervisor's employee ID appears in the Supervisor ID field (SUPERVISOR_ID) on the Employee Job - Update Employee Data page for at least one eligible resource. Searches are not case-sensitive.
Search	Click this button to execute the search. The list of supervisors that match that search criteria appears in the Search Results group box.
Search Results	Select the check box next to one or more supervisors.
Select	Click this button to add selections to the Resource Group Definition group box. You must select at least one supervisor to establish the resource group.
Resource Group Definition	Displays the supervisor name and ID for each selection.
Delete	Click to delete the Resource Group Definition row.

Creating Resource Groups by Resource Pool

Access the Resource Group Definition - Resource Group Details page. Select the Select by Pool option.

Pool Name	Expand the pools as necessary to assess which ones to use to create your groups.
Select	Select the check box in this column for each pool row you want to use.
Select	Click this button to add the selected pools to the Resource Group Definition group box.
OK	Click this button to add the selected resource pools to the Available Groups group box.

Defining Flexible Attributes

To define flexible attributes, use the Flexible Attributes Setup component (RS_ATTRIB_SETUP).

This section provides an overview of flexible attributes and discusses how to specify flexible attributes.

Note. The tasks in this section are optional. If you do not use flexible attributes in Resource Management, you do not need to complete these tasks.

See Also

Flexible Attributes

Understanding Flexible Attributes

You can define and instantly implement a new attribute of a resource and resource request using a flexible attribute. If you modify the attribute, such as changing the valid values, PeopleSoft immediately implements the changes.

Page Used to Define Flexible Attributes

Page Name	Object Name	Navigation	Usage
Define Flexible Attributes	RS_ATTRIB_SETUP	Set Up Financials/Supply Chain, Product Related, Resource Management, Define Flexible Attributes	Define flexible attributes.

Specifying Flexible Attributes

This section discusses how to:

Enter basic attribute information.
Define attribute values.
Define attribute use.

Attribute Basics

Access the Define Flexible Attributes page.

Attribute ID	Enter a unique identifier.
Attribute Name	Enter a name that is recognizable to users when the system prompts them to enter values for the attribute.
Attribute Description	Enter a description that is used for documentation only. The attribute description does not appear elsewhere in PeopleSoft Resource Management.

Attribute Values

In the Attribute Values group box, specify the record containing the valid values for an attribute, or define the values on this page.

Use values listed elsewhere	Specify the table from which users select valid values for this attribute. The table must be a valid PeopleSoft prompt table and have only one key field.
Use values listed here	Enter the attribute value name and description, and click Add to insert additional values. Use a name that is recognizable to users when the system prompts them to select attribute values for a resource or resource request.
Only one value	Select to permit users to specify only a single value of the attribute for a resource or resource request.
Many values	Select to permit users to specify multiple values of the attribute for a resource or resource request. Each flexible attribute can be defined to enable either a single value or multiple values for a resource or resource request. An example of a single-value resource attribute is region. Typically, each resource is assigned to only one region; therefore, you would define the region attribute to allow only one value for each resource. An example of a multiple-value resource attribute is industry specialty. Because a resource may have more than one industry specialty, the industry specialty attribute would allow multiple values for each resource.

Attribute Use

In the Attribute Use group box, specify how the attribute is used. Your selection controls where the attribute appears in Resource Management. Modify the selection as business needs change.

Use this attribute for informational purposes only	Select if the attribute is for information only and is not used as a factor in the Resource Matching process to determine fit scores.
Track this attribute for each service order	Select to establish a service order attribute. The user specifies values for this attribute on the Service Order - Additional General Information page for the resource request.
Track this attribute for each resource	Select to establish a resource attribute. The resource can specify values for this attribute on the General Information page of the resource profile.
Use this attribute to help match resources to assignments	Select to establish the attribute as a factor in the Resource Matching process to determine fit scores.
Let the service order user request resources with specific values for this attribute	Select to establish the factor as a Flexible Qualification factor. The attribute is used to: Specify additional information on a resource profile. The resource can specify values for this attribute on the Resource Profile - General Info page. Specify additional qualifications on a resource request. The resource request user can specify values for this attribute on the Qualifications tab of the Resource Requests page. Create a new match factor used by the Resource Matching process to determine fit scores. The resource's fit score associated with this factor is included in the Qualifications factor family fit score. Enter the name of the factor—either the name that is established for the attribute or a different name—to appear on the Factor Weights page, if the search type selected is RSFSR or RSRSR. Note. Users can select as many values as they need for a flexible qualification factor on a resource request. For multiple-value attributes, users indicate if each value is desired or required. For single-value attributes, users indicate an importance weighting of Desirable or Very desirable for each value. Users can also indicate that only resources with one of the requested single-value attributes will be considered.
Let resources indicate their preferences for assignments with regard to this attribute	Select to establish this factor as a Flexible Preference factor. The attribute is used to: Specify preferences on a resource profile. Resources can specify values for the attribute on the Resource Profile - Preferences page and rate their preference from 0–Very undesirable to 4–Very desirable. Specify additional information on a resource request. The resource request user can specify values for the attribute on the Service Order - Additional General Information page. Create a new match factor to include in Resource Matching calculations of factor fit scores. Resource Matching analyzes how well resource request attribute values match resource preferences. A resource's fit score that is associated with this factor is included in the Preferences factor family score for the resource request. Enter the Name of the factor—either the name that is established for the attribute or a different name—to appear on the Factor Weights page, if the search type selected is RSFSR or RSRSR.

Important! After you create a new flexible factor, you must indicate its relative importance within the factor family on the Factor Weights page.

See Setting Up Resource Management Installation Options.

Setting Up the Verity Search Engine and Resource Matching Process

Use the pages described in this section to set up the tables and processing rules that Resource Management uses when running the Verity search engine processes.

You should periodically run the Resource Matching process to correct inaccuracies in the data, and to reorganize the database indexes for these tables, as well as to update standings.

This section discusses how to:

Define the Verity settings.
Define factor weights.
Refresh cache tables and build the Verity indexes.
Maintain and schedule the Verity Index File Creation process and the Cache Creation process.
Run the Optimization Cache program.
Run the Cache Administration program.

Pages Used to Set Up the Verity Search Engine and Resource Matching Process

Page Name	Object Name	Navigation	Usage
Verity Settings	RS_VERITY_CONFIG	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Search Configuration	Configure parameters for the Verity search engine.
Factor Weights	RS_SRCH_FACT_WGHT	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Search Configuration, Factor Weights	Define the relative importance of each factor within its family.
Miscellaneous	RS_CACHE_MISC	Set Up Financials/Supply Chain, Common Definitions, Search, Cache Administration	Specify processes to refresh cache tables and create verity collections.
Maintain Search Index	RS_SRCH_INDEX	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration, Maintain Search Index	Capture the parameters needed to create the Verity index files.
Refresh Optimization Cache	RUN_RS_DF	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration, Refresh Optimization Cache	Recalculate and cache selected factor fit scores for all eligible resources.
Summary	RS_CACHE_SUMMARY	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration, Summary	Confirm the list of processes that you want to run or schedule for the future.

Defining the Verity Settings

Access the Verity Settings page.

Search Type

Displays the types of search:

RSFSR (express search; fulfill orders)
RSRSR (Job Spy; Manage Utilization)

Note. The search type RSFSR is also used for Pool Manager Workbench searches.

Verity Model

This is a display-only field that directs the Verity search engine to read a specific collection. All delivered searches create two sets of search collection files—collection A and collection B. . When Verity collections are being created or updated, users cannot search them. Therefore, the system keeps a backup collection file to be available to users will another collection is created or updated. For PeopleSoft Staffing Front Office to add new rows into the search collection, the system alternates between collection A and collection B. When collection A is in use, all updates are done on collection B. After the updates are completed for collection B, the system automatically moves users to collection B and collection A is released. This alternating approach enables the system to add new rows into the collection without forcing users to log out.

File Settings

Enter the location of the style files in the Style Files field. The directory specified here must contain the delivered style files. The Search Style files are located in PS_HOME/Data/Search. For each FO_FO_STAFFING directory, a style directory must be present and a series of style files must exist under that directory.

When you select a PeopleSearch (PLSRC) or PeopleMatch (PMSRC) search type, the Resume Files field also appears, in which you can enter the location of the folder where you store your resume files. The system reads the resumes in the folder when building the Verity collection. This applies to PeopleSearch and PeopleMatch only. The resume attachment feature for applicants and employees allows applicants to attach their own resumes to Staffing Front Office. The attachment process uses FTP to move the resumes from the users’ own workstations into a designated system directory. Verity needs to know the location of that system directory before it can incorporate the resume into the Search File Creation process.

Note. Verity needs to know the actual directory path, such as c:\resumes\hold.

Performance Settings

Define the size of your result set by entering a value in the Buffer Resultset Size (in rows) field.

Availability Method

Enter a method to that the system will use to calculate availability scores in the verity search results: Daily Summarization or No Availability Calculation.

Note. This group box appears only if you select the PeopleSearch (PLSRC) or PeopleMatch (PMSRC) search type. when Daily Summarization is selected, the system calculates the percentage of time that a resource will be available between the start and end dates specified in the Order or in the PeopleSearch component. When No Availability Calculation is selected, the system does not calculate availability scores and users may have to rely on other information such as the count of active assignments to infer whether a resource is available or not.

Defining Factor Weights

Access the Factor Weights page.

Preferencesand Qualifications

For each factor family grouping, enter the relative importance of each factor, such as AccomplishmentsCompetency Proficiency, or Resume. Values are 0 - Not at all important, 1 - Much less important, 2 - Less important, 3 - Important, 4 - More important, or 5 - Much more important.

Refreshing Cache Tables and Building the Verity Indexes

Access the Miscellaneous page.

Refresh Current Eligible Resources

Select this check box to update the Eligible Resource Cache table (RS_ELGBL_WRKR) with current eligible resource information. In addition to tracking the current, eligible resources, the table stores the resource’s job-related information such as job code and location. The program is required when routine changes are made to a resource's job-related information.

Run this program nightly and as required.

Refresh Resource Schedule Cache

Select to update the Resource Schedule Cache table (RS_DF_WRKR_DATE) that is used to track a resource's schedule. The program purges old availability date and ineligible resource data. It is required when:

Implementation takes place.
Standard hours or default days change in the Scheduling Options group box on the Common Installation Options page.
New holidays are added to the holiday schedule and loaded using the Holiday Load Application Engine process (RS_HOLIDAY).

This program runs automatically for a resource when the resource's schedule changes. Run the program manually for all resources as required.

Select Create New or Update Existing.

Refresh Resource Organizational Unit Cache

Select to update the Resource Organizational Unit Cache table (RS_WORKER_ORG) that stores organization information from the specified organization tree. The program is required when:

Implementation occurs.
Resources are created individually using the Establish Employee As Resource component (RS_WRKR_CREATE).
A node or detail value changes on the organization tree.
A new organization tree is implemented.
A resource's organization unit value changes, such as the resource's department.

Run this program nightly.

Maintaining and Scheduling the Verity Index File Creation Process and the Cache Creation Process

Access the Maintain Search Index page.

Process Selection

Select the Maintain Search Index check box to create the search index as part of this Cache Administration run control.

Indexing Options

Select Create New to delete the existing index and create a new one. Use this option to replace the Verity index.

Select Update Existing to update the existing index without deleting it by inserting new documents and updating those that have been changed since the last time the update process ran.

Index Language

Specify whether the index should be created for all installed languages or a single language.

Select All Installed Languages to create a collection for each installed language.
Select Specific Language to specify a language, and enter the language for which you want to create index files in the adjacent drop-down list box.

Index

Specify a Search Type for the index creation.

Running the Optimization Cache Program

Access the Refresh Optimization Cache page.

Refresh Optimization Cache

Select to include the Refresh Optimization Cache Application Engine process (RS_DF) as part of this Cache Administration run control.

Running the Cache Administration Program

Access the Summary page.

Select any of the following check boxes to include the process in the run:

Refresh Resource Organizational Unit Cache
Refresh Resource Schedule Cache
Refresh Current Eligible Resources
Maintain Search Index
Maintain Employee Data Cache
Refresh Supply/Demand Cache
Refresh Supply Category Analytics Cache
Refresh Optimization Cache

Process Monitor	Click this link to review the status of the process scheduler job you initiated when you clicked the Run button.
Run	Click this button to run the cache administration program.

Administering Cache and Maintenance Processes

This section provides overviews of cache administration processes, Resource Matching temporary work tables, and the Verity search index, and discusses how to:

Refresh cache tables and purge data.
Maintain the Verity search index.
Run the Cache Administration program.

Understanding Cache Administration Processes

The Cache Administration Application Engine program (RS_CACHE_AD) manages the execution of cache and maintenance processes that are required periodically in Resource Management. The cache processes update cache tables that are used by various Resource Management activities such as fulfilling service orders, managing resource utilization, and capacity planning. The maintenance processes purge unnecessary data from the system such as obsolete resource schedules.

You can select processes and—using PeopleSoft Process Scheduler—run them immediately or schedule them to run at intervals during a time when system usage is low. You can run processes individually or they can be logically run in batch, such as by required interval.

Cache administration does not include processes that are typically required only at implementation (such as a process to load holidays) or as part of a normal business process (such as a process to create resources in batch).

Thus every row in the table has an expiration date that is equal to the earliest future effective-dated information available for the candidate. The Cache Administration Application Engine can either recreate the information in the table from scratch or can update only those rows where the expiration date has been reached.

Note. Because the Update Existing option is specifically intended to reflect future effective-dated changes, we recommend that you run the process daily—ideally right after midnight—to keep the information in the Maintain Employee Data cache table as current as possible. It is only necessary to run the Create New option after such events as upgrades, data migration processes, and so on.

Understanding Resource Matching Work Tables

Resource Matching uses temporary work tables when calculating availability factor fit scores and retrieving search results. To maintain optimal system performance you must routinely clear the tables of unnecessary data as part of your database maintenance procedure.

Understanding the Verity Search Index

Verity is a free text search engine used to search structured and unstructured data. Verity quickly calculates competency fit scores for each resource. PeopleSoft uses the Verity search engine for the following purposes:

Resource Matching uses Verity to determine a resource's fit for a resource request for the all the factors except the Availability factor.

During the process of calculating fit scores, the factors use the Verity index to find matches for key items that are specified on a resource request.
The Express Search features uses the Verity search engine to determine which resources meet the specified qualifications and keywords criteria and calculate a fit score.

Note. The Staffing Workbench component (Fulfill Orders page and Manage Utilization page), My Assignments component, and Pool Manager Workbench component all use the Verity search engine as well.

To use the Verity search engine, you must:

Establish and maintain the Verity search index by running the Cache Administration program to create or update an index of competencies, accomplishments, work experience, and default resume-attachment information for each eligible resource.

There are two types of searches you establish: forward, which is used for Express Search, Fulfill Orders, and Pool Manager Workbench; and reverse, which is used for Manage Utilization and Job Spy.
Configure the Application server and Process Scheduler with the location of the Verity search index.

Note. The Verity index is separate from the database. The indexing process is a snapshot of the database at one point in time and does not remain synchronized with the data stored in the database unless you routinely update the index.

Use the Verity searching capabilities delivered with PeopleSoft Financials. If you do not use the Verity searching capabilities, Resource Management cannot calculate the fit score for a resource, find the best resources for a resource request, find the best request to fit a resource, or perform optimization.

Availability factor fit scores are calculated when you:

Search for resources to fulfill potential assignments using a resource request.
Search for resource requests for a resource.
View the job scorecard.

When changes are made to the resource request, resource profile, or resource schedule, the system logs the employees or the resource requests that changed and updates them in the next update index run.

When certain nonroutine events occur in the system, such as when data changes on the Job (JOB) or Installation (INSTALLATION_RS) records , you must run the Refresh Current Eligible Resources, Refresh Resource Schedule Cache, and Refresh Resource Organizational Unit Cache processes You can run these processes immediately or schedule them to run at intervals during a time when system usage is low.

Batch Input Files

The indexing process extracts information from the database and loads it into Verity-formatted files on the Process Scheduler server. The Verity indexing application transforms the files into indexes that are used for searching.

The Verity search engine creates the indexes based on the input and data files that are in the Index File Path directory specified on the Index Administration page.

There are two search types: RSFSR (forward) and RSRSR (reverse); and two models (A and B). For each search type and model, the system creates two files per language (lang): a data file and an input file.

The files used to create the indexes are as follows:

Forward search create index: RSFSR_DAT_<lang>_C.DAT and RSFSR_INP_<lang>_C.BIF
Forward search update index: RSFSR_DAT_<lang>_U.DAT and RSFSR_INP_<lang>_U.BIF
Reverse search create index: RSRSR_DAT_ENG_C.DAT and RSRSR_INP_ENG_C.BIF
Reverse search update index: RSRSR_DAT_ENG_U.DAT and RSRSR_INP_ENG_U.BIF

The .BIF file defines the Verity document and includes all information for the Verity fields in the index, the resource's resume location, and pointers to the .DAT file (in the form of offset and size). The .DAT file contains the remainder of the data—the Verity zones. On the Process Scheduler server the files have the following format:

RSFSR_INP_<lang>_C.BIF (for example, RSFSR_INP_ENG_C.BIF if the language is English)
RSFSR_DAT_<lang>_C.DAT (for example, RSFSR_DAT_ENG_C.DAT)

The Verity search engine creates the index based on the input and data files in the Index File Path directory that is specified on the Process Scheduler configuration file (psprcs.cfg). To accomplish this, the indexing process invokes a Verity utility named mkvdk. Verity uses the nine folders that are created by this utility to perform searches.

A–B Model Structure

PeopleSoft uses a Verity model structure—known as the A–B model structure—that guarantees that the Verity search index is available at all times for searching. The Create Search Index program creates an A version of the index, which is used for searching. When you refresh the index, the program creates a B version and switches all searching to the new model when the update is complete. During the next update cycle the program refreshes the A model and makes it available for searching when the update is complete.

Style Files

Style files are delivered with Resource Management and are used to define the index structure for Verity. Do not change the style files. When you install Resource Management, the following style files are installed in the directories $PS_HOME\data\search\RSFSR_Master\Style\ and $PS_HOME\data\search\RSRSR_Master\Style\:

style.ddd
style.dft
style.did
style.ngm
style.pdd
style.prm
style.sfl
style.sid
style.tkm
style.ufl
style.uni
style.vgw
style.wld
style.xfl
style.xml
vgwfsys.cfg.
vgwfsys.gfl
vgwfsys.prm
vgwfsys.vgw
vgwhttp.cfg
vgwhttp.gfl
vgwhttp.prm
vgwhttp.vgw

Pages Used to Administer Cache and Maintenance Processes

Page Name	Object Name	Navigation	Usage
Miscellaneous	RS_CACHE_MISC	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration, Miscellaneous	Initiate Resource Management Application Engine processes to refresh cache tables or purge unnecessary data.
Maintain Search Index	RS_SRCH_INDEX	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration, Maintain Search Administration	Configure the Verity environment and create a search index from competencies, accomplishments, preferences, resource work experience information, and resume attachments.
Refresh Optimization Cache	RUN_RS_DF	Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration, Refresh Optimization Cache	Refresh the Optimization cache data.
Summary	RS_CACHE_SUMMARY	Select the Summary tab within the Cache Administration component.	Confirm the list of processes that you want to run or schedule for the future.

Refreshing Cache Tables

Access the Miscellaneous page.

Refresh Current Eligible Resources	Select to update the Eligible Resource Cache table (RS_ELGBL_WRKR) with current eligible resource information. In addition to tracking the current, eligible resources, the table stores the resource’s job-related information such as job code, location, and bill rate. The program is required when: Routine changes are made to a resource's job-related information. Resources are created in batch using the Create Resources process. Run this program nightly and as required.
Refresh Resource Schedule Cache	Select to update the Resource Date Cache table (RS_DF_WRKR_DATE) that is used to track a resource's schedule. The program purges old availability data and ineligible resource data. It is required when: Standard hours or days change on the Installation Options - Resource Management page. New holidays are added to the holiday schedule and loaded using the Holiday Load Application Engine process (RS_HOLIDAY). Implementation occurs. This program runs automatically for a resource when the resource's schedule changes. Run the program manually for all resources as required.
Refresh Resource Organizational Unit Cache	Select to update the Resource Organizational Unit Cache table (RS_WORKER_ORG) that stores organization information from the specified organization tree. The program is required when: Resources are created individually using the Establish Employee As Resource component (RS_WRKR_CREATE). Resources are created in batch using the Create Resources Application Engine process (RS_CW). A node or detail value changes on the organization tree. A new organization tree is implemented. A resource's organization unit value changes, such as the resource's department. Implementation occurs. Run this program nightly.
Refresh Supply/Demand Cache	Select this check box to update the cache tables for both supply and demand. A message is triggered to update the Supply Cache table when an employee is established as a resource and therefore added to a resource pool in Resource Management, and when the resource is removed or inactivated as well. The Demand Cache table must be updated when a new generic resource request is created and when a new resource assignment is created through the project resource list in Program Management. Note. Application messaging automatically updates the resource supply information and the project demand information in a manner very close to real time. However, the application messages are delivered inactive. You must activate the message and the message subscription to update the cache tables at run time. The message and message channel are RS_DMD_CACHE_SYNC with RS_DMD_CACHE, and RS_SUP_CACH_SYNC with RS_ESA_SCP_CACHE.
Refresh Supply Category Analytics Cache	Select this check box to update the cache tables for supply category analytics. Doing so will update the cache tables RS_POOLRES_DATE and RS_GENRES_TMP for all resources.

Maintaining the Verity Search Index

This section discusses how to:

Configure the servers with the location of the Verity search index.
Create or update the Verity search index.

Configuring the Servers with the Location of the Verity Search Index

You must configure the Application server and Process Scheduler with the location of the Verity search index. This step must occur before the index is created and before the index can be used to search for resources.

To set up the Verity environment:

Open the Application server (psappsrv.cfg) and Process Scheduler (psprcs.cfg) configuration files.
Under the section [Search Indexes], add entries RSFSRA and RSFSRB for forward searches (Express Search and Fulfill Orders) and entries RSRSRA and RSRSRB for reverse searches (Manage Utilization and Job Spy), and set the path to the Verity index by using the following format:

<INDEX NAME>=<LOCATION>

A Windows NT example is: RSFSRA=C:\PT846\DATA\SEARCH\.

A UNIX example is: RSFSRA=/ds1/pt846/data/search.

A folder with the name of the index (RSFSRA, RSFSRB, RSRSRA, RSRSRB) is created in the specified path, so both entries can point to the same location.

Note. The index name is case-sensitive in a UNIX environment; use upper case.
If the Application server is on a different machine than the Process Scheduler, map a network drive on the Application server to the Process Scheduler. Alternatively, copy or move the index to the machines running the application server.
In a multiple Application server environment, add these entries to each Application server.
Provide the Application server and Process Scheduler with security access to the directory containing the index and the directory containing resume attachments.

Note. Configure the File Transfer Protocol (FTP) server on the same platform as the Process Scheduler—either Windows NT or UNIX—so that Verity can read the resume files.

Creating or Updating the Verity Search Index

Access the Maintain Search Index page.

Run this process with the Create New option selected as often as you want to refresh the search index with current database information. The Update option accomplishes the same result by first purging the existing index and then updating resource information. The Optimizeoption runs a Verity optimization of the index. This adjusts the index for changes done through updates and deletes.

Run Control ID	Displays the process run control ID that you entered to initiate the Cache Administration process.
Maintain Search Index	Select to create the search index as part of this Cache Administration run control.
Indexing Options	Select an action: Create New: Select this option to delete the existing index and create a new one. Use this option to routinely replace the Verity index. Update: to update the existing index without deleting it. Optimizeadjusts the index for changes done through updates and deletes. This option compresses the deleted documents and improves the search response time after updates.
Index Language	Specify the index to run for all installed languages or a single language.
Save	Click Save to save the run control, or select Miscellaneous, Refresh Optimization Cache, or Summary to access other Cache Administration pages.

The length of time it takes to update the index depends on the number of active resources and language translations that are processed.

At the end of the index creation process, the input and data files contain the database information. The indexing process then calls the Verity search engine to build the index as a set of directories and files. If any problems occur during the creation of the index, the errors are captured in the log file sysinfo.log, which is located in the same directory as the index.

Refreshing the Optimization Cache Table

Access the Refresh Optimization Cache page.

Run the program at implementation and as required.

Refresh Optimization Cache	Select to include the Refresh Optimization Cache Application Engine process (RS_DF) as part of this Cache Administration run control.
Save	Click to save the run control, or select Miscellaneous, Index Administration, or Summary to access other Cache Administration pages.

Note. You must update both the Verity search index and refresh the Resource Schedule cache in order to obtain accurate factor fit scores in your search.

Running the Cache Administration Program

Access the Summary page.

This page lists the selected processes that are included in the Cache Administration run control. The processes that do not contain a check mark are not included in this run control.

Run	Click to save the run control and proceed to the Process Scheduler Request page to run the program or schedule it to run later.
Save	Click to save the run control but not run the program.

See Also

PeopleTools PeopleBook: PeopleSoft Process Scheduler