Managing General Search Options

Use the Search Options page to manage global settings for your search configuration.

Select PeopleTools, Search Framework, Search Admin Activity Guide, Administration, Search Options.

Alternatively, select PeopleTools, Search Framework, Administration, Search Options or select the Search Options Config link on the Search Instance Properties page.

Image: Search Options page

This example illustrates the fields and controls on the Search Options page. You can find definitions for the fields and controls later on this page.

Search Options page

Field or Control

Definition

Search Instance

Enables you to select the search instance for which you want to specify the global settings.

Number of Shards

Elasticsearch enables you to distribute the indexed data into partitions. Default value is 5.

The value entered here is applicable to all search definition deployed from this PeopleSoft machine to Elasticsearch server unless it is overridden.

You can override the value by selecting Index Settings on the Deploy Search Definition page (PeopleTools, Search Framework, Search Admin Activity Guide, Administration, Deploy/Delete Object).

Note: The value of this parameter cannot be changed after an index is created.

See Elasticsearch Concepts and Terminology.

Number of Replicas

A replica is a copy of the indexed data in a primary shard. Elasticsearch uses replicas for recovery management in the event of a failure in the primary shards.

Set the number of copies you want to maintain of the primary shards.

Note: In a multi-node Elasticsearch cluster, always ensure that the replica value is set to at least 1 so that in the event of a node failure data loss does not happen. The maximum number of nodes that can be down without loss of data will be equal to the number of replicas (where replica count is less than N, that is, the number of nodes in a cluster.)

The value entered here is applicable to a search instance and to the security index (orcl_es_acl).

See Setting the Number of Replicas.

Note: After the index is created, you may change the number of replicas dynamically anytime.

You can override the value by selecting Index Settings on the Deploy Search Definition page (PeopleTools, Search Framework, Search Admin Activity Guide, Administration, Deploy/Delete Object).

See Elasticsearch Concepts and Terminology.

Minimum Document Count

Set the minimum number of search results (documents) required to display a facet. Default is 1.

This property can be overridden by selecting Advanced Settings on the Facets page (PeopleTools, Search Framework, Search Designer Activity Guide, Search Category, Facets. Advanced Settings).

Maximum Facet Children

Set the maximum number of children to be returned for each facet node. Default is 100.

Options to enter are:

  • An integer greater than 0 to limit the number of children displayed.

  • 0 to indicate no children should be displayed.

  • –1 to return all children (no limit).

This property can be overridden by selecting Advanced Settings on the Facets page (PeopleTools, Search Framework, Search Designer Activity Guide, Search Category, Facets. Advanced Settings).

Disable Facet Count

Enables controlling the display of the result count (document count) for each facet node. For example, if 15 search results met a facet node’s criteria, (15) appears next to the facet label.

Enter Y for Yes or N for No.

  • N: Returns the document count. Default is N.

  • Y: Shows no document count.

Min Match Percent

Enables controlling the display of search results based on the percentage of search keywords found in a document. The default value is 100.

A value of 100 will display a document in search results only when all the search keywords are found in the document.

A value of 50 will display a document in search results if at least 50% of the search keywords are found in the document.

Cache Interval (Min)

Set the duration of time (in minutes) for storing the security cache of a user. The default value is 120 minutes.

For the security values, the system registers the time it is cached in the Elasticsearch index. If the duration of search time and cached time exceeds the cache interval or if the values are not available in the cache, the security values are obtained by a callback to PeopleSoft.

The acl.cache.delete.interval property in the elasticsearch.yml configuration file runs a delete thread every 24 hours to clean the stale cache that has exceeded the cache interval. The default value is 24 hours. You may modify the value to run the delete thread at a frequency that you want.

Index Segment Size (MB)

Set the size, in megabytes, by which the system segments (or chunks) the indexing data feed. Default is 10 megabytes.

When the index segment size goes higher, the consumption of available resources such as JVM size, CPU, etc. also goes high. In a parallel processing enabled environment (that is, an environment with more than one sub handler), the segment size should be adjusted to the optimum level based on the available resources.

Log ES requests for User ID

Enter a user ID for which you want to log Elasticsearch requests and responses. The Elasticsearch requests and responses are written to the trace log file.

Note: Only one user ID can be entered at a time.

Log ES metrics for User ID

Enter a user ID for which you want to log query performance metrics, that is, the time taken by Elasticsearch to execute a query. The Elasticsearch query performance metrics are written to the trace log file as part of the Elasticsearch response.

Note: Only one user ID can be entered at a time.

Enable Attachment Trace

Enables controlling the detailed logging of each task on the trace file. You should consider setting this property to Y if you are planning to use trace files to troubleshoot any errors associated with the transfer of search data from PeopleSoft to the Elasticsearch search engine.

Enter Y (yes) if you want to enable detailed logging of each task on the trace file.

Enter N (no) to disable logging of each task on the trace file.

Attachment handlers

This property is associated with the direct transfer of search data from PeopleSoft to the search engine, which bypasses the Integration Gateway. The default value is 20.

Note: When Full Direct Transfer is enabled, this property is applicable for search documents with attachments and without attachments, but when Full Direct Transfer is not enabled, this property is applicable only for search documents with attachments.

Set the number of handlers that will be used to transfer data asynchronously to search engine. Each handler can transfer data to the search engine in parallel. For example, if you set the value of handlers to 20, it means that during indexing a maximum of 20 handlers are created. The handler value should be less than the bulk thread queue size on Elasticsearch (default value of bulk thread queue size is 50).

Note: The number of handlers should be set based on the size and volume of the attachments and the heap size that is set for Elasticsearch. You need to remember that more number of parallel threads can cause congestion in Elasticsearch queue, which directly reduces the heap availability.

See Configuration.

Max Sub Queue Size

This property is associated with Integration Gateway, so this property is applicable only when the Full Direct Transfer property is set to N, that is, the search documents without attachments are transmitted through the Integration Gateway.

Maximum subscription queue size indicates the maximum number of IB subscription queues that are running in parallel for indexing a given search definition. For example, if your environment has 10 subscription handlers in IB, and if you want to dedicate only three subscription handlers for search indexing purpose, you should enter the value as 3 for this property.

Note: The value entered for this property depends on the actual number of subscription handlers services activated in application server. Before you enter a value for this property, you should consider the actual number of subscription handlers services activated in application server. If you enter a value greater than the actual number of subscription handlers services, the system will use all the available subscription handlers services even though the Sub Queues would be partitioned based on the value entered for this property.

Max Attachment Error Count

This property is associated with the direct transfer of search data from PeopleSoft to the search engine, which bypasses the Integration Gateway

The maximum number of exceptions that should be displayed on the Attachment Transfer Exception Details page.

The default value is 100.

When the number of exceptions exceeds the maximum number, the PTSF_GENFEED Application engine program is aborted, and you must re-submit the Application Engine program.

See Viewing Search Index Build Process Details.

See Configuration.

Full Direct Transfer

The default value is Y.

When the Full Direct Transfer setting is set to Y (yes), search documents with or without attachments are directly transmitted to the Elasticsearch search engine.

If you set the Full Direct Transfer setting to N (no), then search documents without attachments are transmitted through the Integration Gateway, but the search documents with attachments are directly transmitted to the Elasticsearch search engine.

See Configuration.

Maximum Tree Facet Nodes

Set the maximum number of tree facet nodes to be returned for each facet. Default is 1000.

For the Search Test page, this property can be overridden by selecting Additional Details in the Facet Request group box. (PeopleTools, Search Framework, Search Admin Activity Guide, Search Test Page, Facet Request. Additional Details)