5/19/2020 © SpearMC Consulting 1

© 2020 SpearMC Consulting

Emerging Tech Webinar

Kibana Data Analytics

Gary Dranikoski, SpearMCDirector - Analytics & Managed Services

Cameron McClurg, SpearMCManaging Director

Matthew Haavisto, OracleProduct Management Director - PeopleTools

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© 2020 SpearMC Consulting

An Oracle Platinum Partner, we specialize in:

About SpearMC

▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research

▪ PeopleSoft Hosting on Oracle Cloud Infrastructure

▪ PeopleSoft and Tools Training

▪ PUM Update & Testing Service

▪ PeopleSoft Reseller since 2008

▪ PTF and Test Automation

▪ Oracle Hyperion and PBCS

▪ Oracle Business Intelligence

▪ PeopleSoft Managed Services

© 2020 SpearMC Consulting

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© 2020 SpearMC Consulting

Presenter Introductions

Matthew HaavistoOracle

Product Management Directormatthew.haavisto@oracle.com

Cameron McClurgManaging Director (Seattle)cameron@spearmc.com206.819.7851

Gary Dranikoski Director (Pittsburgh)gary.dranikoski@spearmc.com724.448.1614

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Webinar Intended Audience

© 2020 SpearMC Consulting

HCM & FSCM USERS INTERESTED IN KIBANA

ASSUMES BASIC UNDERSTANDING OF ELASTICSEARCH & REPORTING

PEOPLESOFT TRAINING: KIBANA, ELASTICSEARCH AND PIVOT GRIDS 101

COMING IN JUNE

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Upcoming Live Virtual Training

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Starting at $295

https://spearmc.com/apps/psft-training/

Agenda

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8© 2020 SpearMC Consulting

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Polling Question #1

What PeopleTools release are you on?

A.) PeopleTools 8.58

B.) PeopleTools 8.57

C.) PeopleTools 8.56

D.) Below PeopleTools 8.56

© 2020 SpearMC Consulting

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Polling Question #2

What interests you the most about Kibana?

A.) PeopleSoft System Administration Monitoring (ie. Health Center, Web/Application server usage, etc.)

B.) PeopleSoft Application Data Reporting

C.) Both A & B

D.) Not sure, this is completely new to me

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Polling Question #3

What are your biggest challenges with reporting and analytics today?

A.) Performance – slow, not efficient

B.) Lack of Data – just can’t seem to get what I need

C.) Blah – non-graphical, no dashboards, lots of data dumps

D.) No challenges – Our PeopleSoft Reporting is Perfect

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© 2020 SpearMC Consulting

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Elastic Company

Web interface to the data - Analytics platform

Search, analyze and store

Data processing pipeline – ingests log file entries, chat message

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PeopleSoft and Kibana

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Visual from https://www.elastic.co/kibana

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Evolution of Elastic Stack with PeopleSoft

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8.55

8.57

8.58

8.58+PUM

8.55

8.57

8.58

8.58+PUM

Elasticsearch introduced to PeopleSoft stack

Kibana Visualizations & Dashboards available to System Administrators for performance metrics

Kibana Visualization capabilities available with PeopleSoft Application Data Health Center Dashboard (Logstash)

Delivered Dashboards and pre-built content for Application Data

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Let’s hear from Matthew

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One of Oracle’s Strategic investments is in Analytics for PeopleSoft. What is Oracle investing in and how will customers benefit?

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Strategic Investments (Analytics)

Pivot GridsPeopleSoft Delivered, customizable, Dashboards

Simplified AnalyticsExtend Pivot Grids, user personalization

Personalized Analytic Notifications

Set thresholds on Pivot Grids, personal notifications

Kibana Advanced Data visualizations, drillable dashboards, does not affect PeopleSoft performance

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Let’s hear from Matthew

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Both Pivot Grids and Kibana provide analytics in the form of Dashboards and related content tiles, are they interchangeable?

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Kibana vs. Pivot Grids

Data refreshed on schedule

Advanced Visualizations

Optimized for speed

Large Data Sets

Trends across time

Dashboards and related content tiles

in PeopleSoft

Included with PeopleTools

Native PeopleSoft security rules apply

Real-time

Contextual to transaction

Related Actions

Simplified Analytics

Personal Notifications based on thresholds

KIBANA PIVOT GRIDS

SpearMC Training

Available

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Let’s hear from Matthew

© 2020 SpearMC Consulting

Based on Oracle’s investment in Kibana (and the elastic stack) –where do you see the biggest opportunities for customers?

When can we expect additional prebuilt content? Will that be a part of a PUM or PeopleTools Upgrade?

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Potential Content

HCM

• HR Employee Pay Analysis

• Recruiting Applicant Status, Counts, Geography

• Payroll Analytics

• Benefits Administrator Analytics

• HR Trend Analysis – terminations, hires over time

• HR Onboarding, Offboarding, Preboarding completion status

• Job Data analysis

FSCM

• Accounts Payable Early Detection & Monitoring

• Accounts Payable Liability Trend Analysis

• Purchasing Buyer Productivity and Efficiency

• GL Operational Analysis, Financial Position & Performance

• Accounts Receivable Collection Analysis

• Contracts & Grants Portfolio Analysis

• Project Costing Financial Metrics

• Maintenance Work Order Analytics

• eProcurement Search and Click Analysis

• Expenses Analytics

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Let’s hear from Matthew

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Where can I learn more about Kibana and content that is being developed?

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Kibana Resources

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https://spearmc.com/apps/kibana/

Analytics page on peoplesoftinfo.com

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Build a Dashboard

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Accessing Kibana

Pre-Requisite

• PeopleTools 8.58 (8.57 for System Administrators)

• Elasticsearch & Kibana 7.0 installed & running

• Search definitions Deployed and Indexes built

• Access to Kibana (Search Instance Properties configured)

Logging In

• Via PeopleSoft – navigate to a Kibana Visualization or Dashboard

• Directly login to Kibana URL

• Admins & Power Users

• Get from PeopleSoft Administrator

• Will need Database name in addition to PS username & password

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Preparing Data

Create Index Pattern

• Pattern based on existing search indexes deployed PeopleSoft

• PeopleSoft Security rules apply

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Create Visualization / Dashboard

Create New visualization

• Metric

• Pie

• Tag Cloud

• Region Map

Create 2 Dashboards

• All visualizations

• Pie Only

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PeopleTools: Enable Kibana Dashboards

• PeopleTools -> Search Framework -> Administration -> Import Kibana Dashboards

• PeopleTools -> Search Framework -> Administration -> Kibana Visualizations

• PeopleTools -> Search Framework -> Administration -> Deploy Kibana Dashboard

• PeopleTools -> Search Framework -> Administration -> Kibana Privileges

• Homepage -> Actions -> Add Tile

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Kibana Dashboard

Tile Full Dashboard

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Summary

PeopleTools 8.57

• Performance Metrics – Health Center Dashboard

PeopleTools 8.58

• Application Data

• Security

• PeopleSoft application security rules applied to data in Kibana Dashboards & Visualizations

• Kibana integration

• PeopleSoft Dashboards and related content displays

Applications

• 118 Existing Search Indexes

• Designed for PeopleSoft search framework

• Customizable and Extendable

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Analytics & Content - 8.58+PUM

HCM

• HR Employee Pay Analysis

• Recruiting Applicant Status, Counts, Geography

• Payroll Analytics

• Benefits Administrator Analytics

• HR Trend Analysis – terminations, hires over time

• HR Onboarding, Offboarding, Preboarding completion status

• Job Data analysis

FSCM

• Accounts Payable Early Detection & Monitoring

• Accounts Payable Liability Trend Analysis

• Purchasing Buyer Productivity and Efficiency

• GL Operational Analysis, Financial Position & Performance

• Accounts Receivable Collection Analysis

• Contracts & Grants Portfolio Analysis

• Project Costing Financial Metrics

• Maintenance Work Order Analytics

• eProcurement Search and Click Analysis

• Expenses Analytics

© 2020 SpearMC Consulting

© 2020 SpearMC Consulting

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Continue Learning – Upcoming Webinars

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https://www.gotostage.com/channel/spearmc-livevirtual-webinars

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Continue Learning – Recorded Webinars

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https://www.gotostage.com/channel/spearmc-recorded-webinars

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Continue Learning – nVision, Query and Pivot Grid

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15 June

nVision 101 (Day 1)

• Topics: Layouts, Variables, Labels, nPlosion

17 June

nVision 101 (Day 2)

• Topics: Drilldown, Tabular, Macros, Style Sheets

19 June

Query 101 & Query 201

• Topics: Select, Criteria, Joins, Drilling URL, Composite/Connected Query

26 June

Query 301 & Pivot Grid 101

• Topics: Subqueries, Unions, Expressions, Pivot Grid Creation, Dashboards

https://spearmc.com/apps/psft-training/

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Continue Learning – De-Customization

© 2020 SpearMC Consulting

16 June

De-Customization - Part 1

• Topics: Page and Field Configurator, Data Masking and Drop Zones

18 June

De-Customization - Part 2

• Topics: Activity Guides

23 June

De-Customization - Part 3

• Topics: Home Pages, WorkCenters, Navigation Collections and Dashboards

25 June

De-Customization - Part 4

• Topics: Forms and Approval Builder

https://spearmc.com/apps/psft-training/

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Continue Learning – PTF, PUM, Kibana, Elasticsearch and Lease Administration

© 2020 SpearMC Consulting

22 June

PTF

• Topics: Build Test Cases, Create and edit shell script, Run and Test

Kibana – 101

• Topics: Dashboards, Visualizations and Customizations

29 June (3 days)

Lease Administration

• Topics: Requirements Gathering, Configuration, GASB 87 Compliance

8 & 9 July

PUM - 101

Kibana and Elasticsearch – 201

• Topics: Installation, Architecture, Configuration, Migration and Security

https://spearmc.com/apps/psft-training/

24 June

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© 2020 SpearMC Consulting

Thank you!

Gary DranikoskiDirector (Pittsburgh)gdranikoski@spearmc.com(724)448-1614

Cameron McClurgManaging Director (Seattle)cameron@spearmc.com(206) 819-7851

Matthew HaavistoOracle Corporationmatthew.haavisto@oracle.com