Access Kibana (Admin) Home from PeopleSoft

In the following DIY blog series, I described how we can use the framework provided in PeopleTools 8.58 to configure our own custom visualizations and dashboards in Kibana and use them in PeopleSoft applications via the 'Kibana Visualizer'.

DIY Kibana Dashboards with Application Data

Kibana Admin Login

As part of the DIY configuration process (detailed in Part 2), we need to login to the Kibana Administration page and setup index patterns, visualizations and dashboards. Typically, this step would/should be completed by a developer/analyst/admin type of user. As you can see below, the Kibana Administration page requires a separate login. With the latest integration provided in PeopleTools, we can simply use the same userid/password as in PeopleSoft and also enter the database name.

Access Kibana Administration from PeopleSoft using SSO

PeopleSoft already delivered a security plug-in for Kibana that allows end users to access Kibana visualizations and dashboards from within the PeopleSoft UI. Basically, if users are logged in to PeopleSoft (with a PS_TOKEN), then they can simply access the Kibana visualizations without having to login to Kibana again.

We can take the same logic and create a link in PeopleSoft that will open the Kibana (Admin) Home without requiring a separate step to login to Kibana. In the screenshot below, we can see the user and token parameters in the Kibana iframe URL.

The logic for generating this URL is available in PTSF_KIBANA_COMP.Activate Page PeopleCode.

Custom IScript

We can take the same logic available in the delivered Page PeopleCode and create a custom IScript to redirect to the Kibana (Admin) Home.

Custom Content Reference (CREF)

Next, we can create a custom content reference and associated the IScript created in the previous section. For the sake of simplicity, I added the CREF under PeopleTools > Search Framework > Administration folder. You can change this to an appropriate parent folder of your choice.

Demo

Portal General Settings Migration

From time to time, we may need to make adjustments to the 'General Settings' page under PeopleTools > Portal.

What if we want to migrate/script these changes instead of manually performing the updates in each environment?

Portal Description, Default Template, Owner ID and Folder Navigation

Any changes to the Portal Description, Default Template, Owner ID and Folder Navigation can be simply migrated using the Portal definition as shown below.

Migration

Portal Search, Navigation and Header Frame Options

The Portal Search, Navigation and Header Frame Options are all stored as CREF attributes of a hidden content reference (PT_PORTAL_PROFILE_APPS91). Again, we can simply migrate this CREF object for any associated changes.

Content Reference

Content Reference Attributes

Migration

Node Templates

Finally, the Node Templates appears to be stored directly in PSPRDMCNTPRV SQL table. So, if we want to automate a change to these values, we can simply write a SQL script to update the necessary rows in this table.

Migration

PeopleTools 8.54+ - Branding - Part 4C - Customizing DEFAULT_THEME_TANGERINE_ALT Theme (Continued)

This post (Part 4C) is a continuation of one of my previous Branding articles on customizing the DEFAULT_THEME_TANGERINE_ALT theme (Part 4B).

Adding A Content Reference To The Header Using A 'Basic Link':

Previously, we added links to the System Header Links section by using the same approach as some of the delivered System Header Links such as 'Worklist' and 'MultiChannel Console' links. This involved creating our own custom Branding Elements with associated App Classes.

Now, let us use an alternative approach to add links to the Branding Header using a 'Basic Link' and 'Portal/Content URL'.

Let us add the 'My Personalizations' Content Reference - PT_USER_SELF_PERSONAL_GBL - in this example.

Note: Use 'Portal URL' for Content Reference to display within the Portal Frame. Use 'Content URL' for the Content Reference to display without the Portal Frame.

Save the Header Definition.

Test Changes:

Recommendations if you are experiencing caching issues.

1. Clear local browser cache.
2. Shutdown, purge and reboot the web server(s).