Setting up a Search and Reporting Service (SRS)

General
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1

Currently, we are using the embedded Elasticsearch and the traditional Reporting Manager that is usable within Interaction Portal. We need to check how we can leverage new features available in Infinity '23 like SRS, Anyone know what work is required to get this SRS service operational, including any preparation work required.

Thanks,

Ramesh K

2

@RameshK3390 To leverage the Search and Reporting Service (SRS) in Pega Infinity '23, you need to follow several steps:

  1. Ensure that you are running Pega Platform version 8.6 or later.
  2. Download the applicable Pega Docker image from the platform-services/search-n-reporting-service repository and push it to your local Docker registry.
  3. Deploy SRS using the Pega-provided Docker image and Helm charts. You can connect SRS to either an externally managed Elasticsearch service in your enterprise network or to an open-source Elasticsearch cluster that you deploy as a backing service when deploying SRS.
  4. Configure the connection between your Pega Platform deployment and SRS to externalize the search functionality. You can connect both containerized and VM-based Pega Platform deployments to SRS by adding the SRS endpoint URL using Pega Platform configuration parameters.
  5. If you are migrating from embedded Elasticsearch to SRS, Pega includes a migration script that reindexes all searchable data classes in the background so you can complete the migration without downtime.

Please note that the transition requires a downtime period for SRS to index all searchable data. The length of the downtime depends on your deployment and includes factors such as the complexity of the data model, the size and processing resources devoted to the Pega cluster and SRS, the number of queue processors, and the amount of searchable data.

:warning: This is a GenAI-powered tool. All generated answers require validation against the provided references.

:full_moon: Using full-text search based in Elasticsearch > Search and Reporting Service (SRS)

:full_moon: Connecting Pega Platform to SRS

:full_moon: Migrating from embedded Elasticsearch to SRS

:full_moon: External Elasticsearch in your deployment

:full_moon: Deploying SRS with external Elasticsearch

3

@RameshK3390

pega git hub repo backing service has very clear details about it i have attached link to go thru once

you need to follow the values.yaml for deployment and need to have specific infra for the same

4

@MarijeSchillern Thank you for your reply.

How can we configure our custom search Properties to search in Pega?

5

Thank you @BhanuPrasanthT