EEX 9.2: Search Indexes EP_EX_SRCH_PERF_OPR_KIB, and EP_EX_SRCH_RISK_EXCP_KIB Do Not Display Any Fields in Kibana Discover, nor Results in Elasticsearch Interact Tool (Doc ID 2916356.1)

Last updated on MARCH 06, 2023

Applies to:

Symptoms

Having implemented Elastic Search, and successfully deployed and generated Index Files for the Search Index Definitions EP_EX_SRCH_PERF_OPR_KIB (Performance & Operations), and EP_EX_SRCH_RISK_EXCP_KIB (Travel Policy Violations), when accessing them via the Kibana Discover page, no Fields are available for selection, the page is blank, and no results are displayed. Search Index Definition EP_EX_SRCH_EMP_EXCP_KIB (My Proxy Expense Activity) is working just fine.

While running the Schedule Search Indexes process (PTSF_GENFEED AE Program) in Full Index, the Process Monitor confirms that several documents were properly indexed. However, when testing the Elasticsearch Interact feature, the results are not displaying anything for Search Index Definitions EP_EX_SRCH_PERF_OPR_KIB (Performance & Operations), and EP_EX_SRCH_RISK_EXCP_KIB (Travel Policy Violations).

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as User ID VP1
    2.- Navigate to: PeopleTools > Search Framework > Administration > Define Search Instances
    3.- Implement Elastic Search, and Kibana configuration properly in the affected environment
    4.- Navigate to: PeopleTools > Search Framework > Administration > Configure Monitoring Server
    5.- Ensure the Monitoring Server is properly defined
    6.- Navigate to: PeopleTools > Security > User Profiles > User Profiles
    7.- Open the existing configuration for User ID VP1, and go to the Roles tab, where the below Roles should be added:
            a) Kibana EX Edit Privilege
            b) Kibana EX View Privilege
    8.- Navigate to: PeopleTools > Search Framework > Administration > Configure Kibana Dashboards
    9.- Ensure Content Reference EP_EX_EXCP__EMP_KIB, EP_EX_EXCP_MGR_KIB, and EP_EX_PERF_MGR_KIB are properly defined
    10.- Navigate to: Travel and Expenses > Manage Expenses Security > Authorize Expense Users
    11.- Open User ID VP1, and ensure it has a long list of Employee IDs set up as 'Edit & Submit' (Or View at least)
    12.- Navigate to: Set Up Financials/Supply Chain > Install > Installation Options > Expenses
    13.- Ensure that in the section named 'Kibana Reporting Preferences', the fields of Reporting Currency and Rate Type have been populated
    14.- Navigate to: PeopleTools > Search Framework > Administration > Deploy Search Objects
    15.- Successfully deploy and crawl Search Indexes EP_EX_SRCH_PERF_OPR_KIB, EP_EX_SRCH_RISK_EXCP_KIB, and EP_EX_SRCH_EMP_EXCP_KIB
    16.- Navigate to: PeopleTools > Search Framework > Administration > Deploy Dashboards to Kibana
    17.- Deploy the Dashboards of Expenses for Kibana (My Proxy Expense Activity, Performance and Operations, and Travel Policy Violations)
    18.- Navigate to: PeopleTools > Search Framework > Administration > Schedule Search Indexes
    19.- Launch existing Run Control ID named EP_EX_SRCH_PERF_OPR_KIB_FULL (Search Index EP_EX_SRCH_PERF_OPR_KIB in FULL mode)
    20.- Navigate to: PeopleTools > Process Scheduler > Process Monitor
    21.- Identify the Process Instance from PTSF_GENFEED AE Program, and confirm that at the Message Log level it states XX amount of documents have been indexed successfully
    22.- Navigate to: PeopleTools > Search Framework > Administration > Define Search Indexes
    23.- Click on the 'Elasticsearch Interact' link available
    24.- Define the following criteria:
             - Search Instance = PTSF_DEFAULT
             - Service Type = Search
             - Search Category = EP_EX_SRCH_PERF_OPR_KIB
             - Method = GET
    25.- Click on SUBMIT button
    26.- ISSUE #1: The Result field is not displaying the expected values from the documents indexed
    27.- Navigate to: PeopleTools > Search Framework > Administration > Schedule Search Indexes
    28.- Launch existing Run Control ID named EP_EX_SRCH_EMP_EXCP_KIB_FULL (Search Index EP_EX_SRCH_EMP_EXCP_KIB in FULL mode)
    29.- Navigate to: PeopleTools > Process Scheduler > Process Monitor
    30.- Identify the Process Instance from PTSF_GENFEED AE Program, and confirm that at the Message Log level it states XX amount of documents have been indexed successfully
    31.- Click on the 'Elasticsearch Interact' link available
    32.- Define the following criteria:
             - Search Instance = PTSF_DEFAULT
             - Service Type = Search
             - Search Category = EP_EX_SRCH_EMP_EXCP_KIB
             - Method = GET
    33.- Click on SUBMIT button
    34.- The Result field is properly displaying the expected values from the documents indexed
    35.- Launch existing Run Control ID named EP_EX_SRCH_RISK_EXCP_KIB_FULL (Search Index EP_EX_SRCH_RISK_EXCP_KIB in FULL mode)
    36.- Navigate to: PeopleTools > Process Scheduler > Process Monitor
    37.- Identify the Process Instance from PTSF_GENFEED AE Program, and confirm that at the Message Log level it states XX amount of documents have been indexed successfully
    38.- Navigate to: PeopleTools > Search Framework > Administration > Define Search Indexes
    39.- Click on the 'Elasticsearch Interact' link available
    40.- Define the following criteria:
             - Search Instance = PTSF_DEFAULT
             - Service Type = Search
             - Search Category = EP_EX_SRCH_RISK_EXCP_KIB
             - Method = GET
    41.- Click on SUBMIT button
    42.- ISSUE #2: The Result field is not displaying the expected values from the documents indexed
    43.- Go to the Employee Self Service Fluid Homepage
    44.- Personalize the Homepage by adding the Tiles delivered for: Performance & Operations, Travel Policy Violations, and My Proxy Expense Activity
    45.- ISSUE #3: Re-load the Employee Self Service Fluid Homepage, and confirm that the Tiles Performance & Operations, and Travel Policy Violations get a 'No results found' message
    46.- Click on the Performance & Operations Tile
    47.- On the Performance and Operations Dashboard, click on the 'Open in Kibana' link (top left hand corner of the page)
    48.- A new window is opened, in Kibana site, proceed to select the DISCOVER page
    49.- ISSUE #4: Select the EP_EX_SRCH_PERF_OPR_KIB Search Index Pattern, and confirm that no Fields are displayed, and the message is displayed of 'No results match your search criteria'
    50.- ISSUE #5: Select the EP_EX_SRCH_RISK_EXCP_KIB Search Index Pattern, and confirm that no Fields are displayed, and the message is displayed of 'No results match your search criteria'

To gather more information concerning this scenario and its related problem, refer to the available Replication Steps PDF Document here linked containing the complete configuration and the replication steps necessary to reproduce the issue.

Kibana Discover site cannot be used for Search Indexes EP_EX_SRCH_PERF_OPR_KIB, and EP_EX_SRCH_RISK_EXCP_KIB.

Once the Search Index EP_EX_SRCH_PERF_OPR_KIB, and EP_EX_SRCH_RISK_EXCP_KIB have confirmed their Pattern configuration, the Discover page should display all the Fields needed to perform testing. At the same time, if the Elasticsearch Interact feature tool is used on both Search categories, the proper results should get displayed from the documents successfully indexed.

Changes

Cause

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