Creating a Search Instance in Automated Configuration Manager

The Automated Configuration Manager (ACM) framework enables you to store environment configuration settings in a template stored in the database or an external template file, which you can reapply when needed. You can use SEARCH_TEMPLATE in ACM to configure a search instance.

Using ACM allows you to automate the creating of search instance and deploying/indexing of search definitions. Though, you can create a search instance and deploy/index search definitions in a single execution of the template, PeopleSoft recommends to create the search instance first and then deploy/index the required search definitions.

Complete these steps to create a search instance and deploy/index search definitions:

  1. Select PeopleTools, and then Automated Config Manager, and then ACM Templates, and then Template Definition.

  2. Search for and open SEARCH_TEMPLATE.

  3. On the Configuration Template Definition page, verify that the Configure Search Instance plugin is selected, and then select the Properties icon.

  4. Specify the properties for the plug-in on the Configure Search Instance page.

    If OpenSearch Dashboards is installed, specify the properties associated with OpenSearch Dashboards.

    For descriptions of each of the properties, see Automated Configuration Management: PTSFConfigureSrchInstance.

  5. Ensure that the Configure Search Instance plug-in is selected and the Deploy Search Definition plug-in is not selected.

  6. Save the template and click Execute to begin the program run.

    If the program run is successful, the system displays a success message, that is, a search instance is created. After successfully creating a search instance, proceed with the steps of deploying/indexing the required search definitions.

    To verify that the search instance has been configured for the search engine, select PeopleTools, and then Search Framework, and then Search Admin Activity Guide, and then Configuration, and then Search Instance.

  7. On the Configuration Template Definition page, verify that Deploy Search Definition is selected and click the Properties icon.

  8. Specify the properties for the plug-in on the Deploy Search Definition page and click OK.

    For description of each of the properties, see Automated Configuration Management: PTSFAdministerSearch.

  9. Ensure that the Deploy Search Definition plug-in is selected and the Configure Search Instance plug-in is not selected.

  10. Save the template and click Execute to begin the program run.

    If the program run is successful, the system displays a success message.

    To verify the required search definitions are deployed and indexed, select PeopleTools, and then Search Framework, and then Search Admin Activity Guide, and then Administration, and then Schedule Search Index.