Accessing PeopleSoft Insights
PeopleSoft provides administrators and business analysts direct access to the Insights home page from PeopleSoft (PIA) using the Insights menu under Reporting Tools. Access to the Insights menu is controlled through the Insights Administrator role.
Note: Only those users with the Insights Administrator role can view the Insights menu under Reporting Tools and access the Insights home page.
Access the Insights home page by selecting .
This example illustrates the Insights (OpenSearch Dashboards) home page.
For information on performing administrative tasks in OpenSearch Dashboards, refer to the OpenSearch Dashboards documentation [2.3.0], which is available on www.opensearch.org.
User Authentication and Data Authorization
Search Framework delivers a custom plug-in that performs user authentication and data authorization using callback logic at runtime.
OpenSearch Dashboards displays the application search definitions deployed to OpenSearch, which enables application developers to create index patterns and create visualizations and dashboards.
When visualizations and dashboards are created, PeopleSoft applies data authorization based on document-level security set up for the search definition. This ensures that a user has the same set of data access when they use global search and when they use the dashboards.
When a user accesses the dashboards using the tile on their homepage or by using the related information, data shown is restricted by the document-level security applied on the dashboard.
User Authentication and Data Authorization Process Flow
The following illustration describes the process flow involved in user authentication by OpenSearch Dashboards and data authorization when a user opens a dashboard.
This illustration describes the elements of PeopleTools, search engine, and PeopleSoft Insights involved in user authentication and data authorization.
When a user logs on to OpenSearch Dashboards, a request is triggered to the PeopleSoft database for authenticating the user using the orcl_es_auth index in OpenSearch.
When a user opens a dashboard, OpenSearch Dashboards obtains data authorization for the user and then displays the visualization data based on the security attributes for that user.