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Oracle Endeca 101 Developer Introduction High Level Overview


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This slideshare gives developers a high level overview of the structure of an Oracle Commerce Experience Manager page used by business users to create scenarios and triggers that may control static pages and dynamic pages that automatically present content based on site visitor behavior.

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Oracle Endeca 101 Developer Introduction High Level Overview

  1. 1. Oracle Endeca 101 High Level Overview Illustrating Development of a Simple Commerce Page Cartridge Includes Description of Facebook and Mobile device components Includes Documentation at end of presentation Focus Endeca Commerce
  2. 2. Content • What is Oracle Information Discovery? • Review Endeca Platform • Endeca for Commerce (p. 13) • Creating a Cartridge (p. 21) • A further look into guided navigation and search (p.39) • Endeca SEO Advantages (p.47) • Endeca for Mobile (p.48) • Endeca for Social (p.55) • Facebook Store Features (p.62) • Appendix including ‘What’s New’ (p. 68) • Documentation (p. 83)
  3. 3. What is Oracle Information Discovery? A platform that offers fast, intuitive access to both traditional analytic data, leveraging existing enterprise investments, and non-traditional data, including external and unstructured information. This allows organizations unprecedented visibility into social media, websites, content systems, files, email, database text and big data. Key Functionality includes self-service capability and much more. Oracle site for Endeca Information Discovery
  4. 4. Oracle Endeca Information Discovery Architecture Component Overview Studio – Web Application • Contextual Search, Navigation, Analytics • Qualitative and Outlier Visualizations • Easy Drag-and-Drop Applications • User views customized by role Endeca Server – Core Database • Dynamic Data and Metadata • In-Memory, Multi-Threaded Performance • Enterprise Scale, Security Integration Suite – ETL • Integrates Structured and Unstructured • Text Enrichment and Sentiment Analysis Studio Intuitive Exploration and Analysis Create and Share Apps Endeca Server Hybrid Search/Analytical Database In-Memory Architecture Integration Suite Data Integration and Enrichment Structured and Unstructured Oracle Whitepaper with further review
  5. 5. Oracle Endeca Component Interaction Oracle 44 page deep dive into concepts and component interaction
  6. 6. MDEX Engine The Endeca MDEX Engine is the indexing and query engine that provides the backbone for all Endeca solutions. The MDEX Engine is designed to be stateless. This design requires that a complete query be sent to the MDEX Engine for each request. Quick Start Guide
  7. 7. How does it compare to Oracle products such as Oracle Database and Oracle Essbase?
  8. 8. Endeca Assembler Application The Endeca Assembler API enables a Web application to query the MDEX Engine and retrieve the appropriate dynamic content based on a user's navigation state or other triggers The Assembler Application provides a RESTful web service API that returns results in either JSON or XML. For example, if your current application uses PHP, you can also query the Endeca Assembler API using PHP. (Note that the Assembler API is still powered by Java, but the query interface is a language-agnostic web service). Oracle 180 page Assembler Application Developer’s Guide
  9. 9. Example of some JSON that is returned by an Assembler Application: Developer Tip: • The Assembler Application returns deeply nested JSON or XML. Many web service APIs return results on a resource-by-resource basis, so this approach may seem foreign to some developers. The Assembler Application returns results an entire page at a time. For example: dimensions, breadcrumbs and search results may all be returned in a single request. • Finding a way to navigate this structure both by hand and in code is important. • When coding, you’ll want code libraries to navigate these data structures more easily. If you’re using .NET and XML you will want to use something like the XmlDocument class. You will probably also want to use XPath.
  10. 10. Oracle Endeca Information Discovery Understand the Complete Picture with Context from Any Source Data Warehouse / Business Intelligence Product Sales Metric: Sale Price Dimensions: Customer, Product, Dealer, Date Warranty Claims Metric: Claim Count, Labor Cost, Part Cost Dimensions: Customer, Product, Part, Dealer, Date ClaimID ProdID PartID Date CustID Dealer PartCost LaborCost 12324 506 234 12/3 1233 Dealer1 $300 $200 12325 507 235 12/4 1545 Dealer2 $450 $900 Sales Transactions Warranty Claims ProdID Wk CustID Date Dealer Price 506 25 1233 10/3 Dealer1 $35,000 507 26 1545 09/4 Dealer2 $22,000 Product Quality Application Customer Verbatim “..customer heard a rattling sound toward left front driver side. Had issues with steering column locking…” External Content Government Agencies Websites Industry Forums Safety Administration Claim from Competitor X – Model ABC – After driving this car for only 3 months, I started having… “.. focus on passenger vehicle crashes, and are used to investigate injury mechanisms to identify potential improvements in vehicle design.…” Social Media Consumer Comments and Sentiment “Love my new car but having difficulty controlling steering on sharp corners..” “How do we avoid costly product recalls?”
  11. 11. Overview of the Endeca Content Acquisition System Source
  12. 12. Sample User Interface for Oracle Information Discovery More information found in documentation under technical overview. This sample analytic application built with Oracle Endeca Information Discovery illustrates how advanced search, BI, and text analytics come together to easily show new insights using interactive exploration.
  13. 13. Oracle Endeca Commerce
  14. 14. Commerce Example - Nike
  15. 15. Endeca Commerce Experience Manager Tool used by the Merchandisers (end users) to control the triggers and more within cartridges - created by the developer Oracle Home Page for Experience Manager Youtue video overview:
  16. 16. Experiences Can Be Automated or Optimized Manually SPRING 40% off Price Brand Color Automate Manual Size On Sale Content Content Content Ratings Winter Styles
  18. 18. Templates and Cartridges Work Together Template Ratings & Reviews Cartridge Used to dynamically showcase products from a certain category that are the most highly rated, this cartridge pulls together the most relevant records from ratings data. Guided Navigation Cartridge Often used to highlight a series of 3 products or promotions, this cartridge will display a image / record or series of images / records based on navigation state. Results Cartridge Used to pull in the most relevant product results within a category. In this example, the cartridge is pulling top selling wine classes into the results list first. REVIEWS GUIDED NAV RESULTS
  19. 19. Mondavi Wines Wine Racks Wines Wine Furniture Sparkling Wines French Wines Wine Gifts By Occasion Under $50 Region Wineglasses Optimize experiences that are more valuable with hands-on control
  21. 21. Creating a Very Simple Cartridge "Hello, World" example cartridge. “Hello World”
  22. 22. Creating a Cartridge cont. "Hello, World" example cartridge. To create and configure a basic "Hello, World" cartridge: 1. Create a cartridge template. a) Open a new plain text or XML file. b) Type or copy the following into the contents of the file: <ContentTemplate xmlns= xmlns:editors="editors" type="SecondaryContent" id="Hello"> <Description>A sample cartridge that can display a simple message.</Description>
  23. 23. Creating a Cartridge cont. "Hello, World" <ThumbnailUrl>/ifcr/tools/xmgr/img/template_thumbnails/sidebar_con¬ tent.jpg</ThumbnailUrl> <ContentItem> <Name>Hello cartridge</Name> <Property name="message"> <String/> </Property> <Property name="messageColor"> <String/> </Property> </ContentItem> <EditorPanel> <BasicContentItemEditor> <editors:StringEditor propertyName="message“label="Message"/> <editors:StringEditor propertyName="messageColor" label="Color"/> </BasicContentItemEditor> </EditorPanel> </ContentTemplate>
  24. 24. Creating a Cartridge continued "Hello, World" c) Save the file with the name SecondaryContent-Hello.xml in the templates directory of your application (Discover in our example): C:EndecaappsDiscoverconfigcartridge_templates. 2. Upload the template to Endeca Workbench. a) Open a command prompt and navigate to the control directory of your deployed application, for example, C:EndecaappsDiscovercontrol. b) Run the set templates command. C:EndecaappsDiscovercontrol>set_templates.bat Removing existing cartridge templates for Discover Setting new cartridge templates for Discover Finished setting templates C:EndecaappsDiscovercontrol>
  25. 25. Creating a Cartridge cont. "Hello, World" 3. Add the cartridge to a page. a) Open EndecaWorkbench in a Web browser. b) From the launch page, select Experience Manager. c) In the tree on the left, select Search and Navigation Pages under the content section, then select the Default Page. d) In the Edit Pane on the right, select the right column section from the Content Tree in the bottom left.
  26. 26. Workbench and Experience Manager A look at what the Business User will be using to control cartridges Workbench Contains: • Data Sources (CAS Console) • Experience Manager (Rules Manager) • Thesaurus Entries • Administrative Tasks • User Settings Experience Manager • Developers Create Cartridges • Business Users Configure Cartridges • Business Users Configure Rules
  27. 27. Creating a Cartridge continued "Hello, World" d) In the Edit Pane on the right, select the right column section from the Content Tree in the bottom left. e) Click add to open the cartridge selector dialog shown on next page.
  28. 28. Creating a Cartridge continued "Hello, World" f) The cartridge selector dialog displays. Select the Hello cartridge and click OK.
  29. 29. Cartridge Basics continued "Hello, World"
  30. 30. Cartridge Basics continued - (Rendering) "Hello, World" While there is no one way to write rendering code for an application, in this example we'll write a simple JSP renderer for our basic cartridge. A basic "Hello, World" renderer: 1. Create a new JSP page and type or copy the following: <%@page language="java" pageEncoding="UTF-8" contentType="text/html;charset=UTF-8"%> <%@include file="/WEB-INF/views/include.jsp"%> <div style="border-style: dotted; border-width: 1px; border-color: #999999; padding: 10px 10px"> <div style="font-size: 150%; color: ${component.messageColor}">${component.message} </div> </div> 2. Save the renderer to discover-electronics-authoring/WEB-INF/views/desktop/Hello/Hello.jsp. 3. To see the result refresh the Discover Electronics authoring application at http://<workbench-host>:8006/discover-authoring/
  31. 31. Cartridge Basics continued "Hello, World" Hello World
  32. 32. Review Reference Template The template contains two main sections: the <ContentItem> element and the <EditorPanel> element.
  33. 33. Review Reference Template cont. Oracle Endeca Commerce Cartridge Developer’s Guide
  34. 34. Site Analysis A Look at How Cartridges are Used on a Site
  35. 35. Targeted promotions based on customer context “buggy” Social navigation based on most relevant product and customer attributes
  36. 36. Customer ratings and reviews exposed as navigation options Video and other rich content in context boosts user confidence Guided navigation exposes relevant next steps
  37. 37. Content Spotlighting - Cartridges The Scenario: A company wants to sell specific Sony camera accessories only when a specific Sony brand is searched for. Endeca allows one to automatically promote contextually relevant information, such as related articles, promotions, or reviews – based on the search and navigation state of the visitor. Create a content collection which is a group of rules triggered in specific instances. A collection fills a slot in the template. A trigger is then associated with one or more locations.
  38. 38. Remember - Endeca Commerce is used for B2B - Clients Consumer Brand B2B Manufacturers
  39. 39. A further look into Endeca guided navigation and search
  40. 40. The Initial Problem
  41. 41. Workbench and Experience Manager Workbench Contains: • Data Sources (CAS Console) • Experience Manager (Rules Manager) • Thesaurus Entries • Administrative Tasks • User Settings Experience Manager • Developers Create Cartridges • Business Users Configure Cartridges • Business Users Configure Rules
  42. 42. How Long is Your Tail? Customers spend more time in the long tail LCD Televisions + Samsung + 42 + Under $600 Superhero Action Movies + Blu-Ray + New Releases Blu-Ray Disc Players + Wi-Fi Built-in + Under $250
  43. 43. Guided Navigation & Iterative Refinement Locator Links (Breadcrumbs) Display current search and navigation state Guided Navigation Classification categories (dimensions) based on the facets in the results Refinements Dimensions
  44. 44. Customer Self-Service: How-to Guides Social Content Targeted Promotions Rich media
  45. 45. RICH CONTENT Streamlined Cross Channel Research Experience: Customer Confidence Guides, PDFs, Datasheets Boost customer confidence with product information in the context of their research Rich Media Videos and other rich media help customers make the right decision Community Content Show blog or knowledge center content in the context of the customer journey
  46. 46. ADVANCED SEARCH Streamlined Cross Channel Research Experience Search Type Ahead Prompt for valid next step, taking out the guess work Relevance Strategies Control relevance and presentation, sorting by what’s most important to customers Spell Correction Present valid alternatives keeping researchers on the right path
  47. 47. SEO: More Data and Content Exposed Drives More Web Searchers from Google, Yahoo! And Bing Category Sub-Category Attribute Attribute Attribute Sub-Category Sub-Category Sub-Category Attribute Attribute Attribute Attribute Attribute Attribute Attribute Sub-Category Category Sub-Category Sub-Category Sub-Category Sub-Category Category Attribute Sub-Category Sub-Category Sub-Category Category Sub-Category Attribute Sub-Category Sub-Category Category Sub-Category Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Sub-Category Sub-Category Facetted approach dramatically expands site footprint Dynamic URL beautification and site map generation come out-of-the-box Simple indexing of video, social content and keyword-rich documents impacts rankings
  48. 48. Endeca for Mobile
  49. 49. Best in Class Experience Out-of-the-Box Robust reference applications are optimized for each platform Focus on innovation, not building from scratch Customizable; same underlying reference application powers many different brands Mobile Web iPhone App iPiPaadd AApppp
  50. 50. Social integration Templates optimized for each platform Automatic device detection for mobile Web Integration with cart, reviews, web analytics Barcode scanning Pre-built Mobile Features Location-based features
  51. 51. Integrated for Cross-Channel Consistency Integrate with existing backend technology, data, and content for total consistency Sync activity across channels - like cart, wish list, and history Link activity to drive traffic to other channels
  52. 52. One Tool for All Channels • Increased scalability with small team • Decreased hardware footprint • Increased traffic and conversion rates • Increased relevancy: 93% of top searches returning expected or better than expected results
  53. 53. Cross Channel B2B Commerce • Goal to increase conversion rates and AOV in all touch points – web and mobile. • Leverage same technology infrastructure to power online and mobile customer experience • Live in 8 weeks with mobile web
  54. 54. Saving for College – Anywhere, Anytime • Goal was to make it easier for parents to find UPROMISE affiliated shops to save more money for college • Mobile web, iPhone available in iTunes, Android • Allows users to have locally relevant experience • Advanced features: location-based filters integrated with search, navigation and merchandising
  55. 55. Endeca for Social
  56. 56. Endeca Puts Facebook Data into Action Endeca takes raw data from Facebook and makes it meaningful by putting it in the hands of the business user Facebook Insights The OpenGraph  Built-in Facebook analytics platform  Can be ingested into Endeca  Facebook info: 150+ metrics  Open source for user activity  Can only be accessed at run time  User info: location, gender, age, likes, comments, shares, referrals Endeca uses these data sources to automate personalization and merchandising across channels
  57. 57. Facebook Social Commerce Assumptions for getting started: • You have created a new application within Facebook. If not go to and setup a new app. • You are the administrator or have access to the administrator of your Facebook application. • You are familiar basic Endeca and Experience Manager concepts. • You have a working understanding of java web applications. For detailed information, see the Oracle Getting Started Guide – Facebook Social Commerce.
  58. 58. Opportunities are On and Off Facebook “On” On “Off” Your mobile and Web environments
  59. 59. Personalize Experiences in Real Time most Liked recommended for you web analytics top rated, hand-placed birthday reminder Rec  Data coming from Facebook becomes another source  Use it to merchandise and personalize
  60. 60. On│Personalize Experiences in Real Time what Rebecca has explicitly Liked on the Open Graph recommended based on demographic data synched with profile
  61. 61. Off │Personalize Experiences in Real Time  Personalization  Relevancy  Recommendations  Merchandising
  62. 62. Facebook Store Features
  63. 63. Content Cartridge Friend’s likes and Wishlists shown, links to products or gift suggestions based on individual’s Facebook activity, profile Branded Storefront: allows users to gain access to special promotions, belong to greater community; gives retailer access to large amount of data, controlled through web interface Merchandise with standard Experience Manager options, or Facebook data
  64. 64. In-app search and navigation, integration with eCommerce platform Transactional Store within Facebook: allows users to stay within the environment; gives retailers access to huge amount of data, deep-link with Newsfeed Cartridge for featured product Upcoming birthdays shown with links to gift suggestions based on individual’s Facebook activity, profile Incorporate features to build a Facebook user community Merchandise with standard Experience Manager options, or Facebook data Copyright ©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
  65. 65. Birthday reminders with tailored gift suggestions: based on individual’s Facebook activity, Facebook/Web data – or based on what the merchandiser wants to promote Tiered suggestions: Tier 1: Liked product, brands Tier 2: People like you, profiles Tier 3: Data driven rules (Facebook analytics, site analytics) Facebook comments boost confidence to purchase Spotlight top suggestions, allow users to browse more
  66. 66. Check out within Facebook: fully integrated with commerce platform for seamless checkout, consistent experience Copyright ©2010 Endeca Technologies, Inc. Populate billing, shipping information stored in platform
  67. 67. What’s in the Box? • Facebook Connector To ingest Facebook Insights data into the Endeca engine • Facebook Store Reference Application Fully-featured transactional store optimized for Facebook • Experience Manager Cartridges with hooks to the OpenGraph: • Endeca core cartridges • Endeca socialized cartridges • Facebook social plug-ins cartridges • Facebook Extension Pack Experience Manager cartridges to place Facebook content across channels • Cartridges with hooks to the OpenGraph: • Endeca socialized cartridges • Facebook plug-in cartridges
  68. 68. Appendix
  69. 69. Appendix A What’s New in Endeca 3.1 Oracle Endeca Guided Search: • Oracle Endeca MDEX Engine 6.3 • Oracle Endeca Tools and Frameworks 3.1 • This new package should be used for deployments licensed for Oracle ESearch only (without Experience Manager) and includes the following: • Endeca Workbench (with Rule Manager) • Endeca Assembler • Deployment Template • Reference Applications (Desktop) • Product Catalog Integration Deployment Template Module
  70. 70. Appendix A What’s New in Endeca 3.1 Oracle Endeca Tools and Frameworks with Experience Manager 3.1 • This new package includes the following: • EndecaWorkbench (with Experience Manager) • Endeca Assembler • Deployment Template • Reference Applications (Desktop & Mobile Web) • Deployment Template Module for Product Catalog Integration • Experience Manager Extension SDK Other components used for each software license remain the same. Oracle Endeca MDEX Engine 6.3 is backwards compatible with Oracle EndecaWorkbench 2.1. Oracle Endeca MDEX. Engine 6.3 is required for all deployments of Tools and Frameworks 3.1.
  71. 71. Appendix A What’s New in Endeca 3.1.1 • Improved MDEX Engine search behavior for 22 languages • Migration guide and tools for migrating an application using Workbench 2.1 to a 3.1 environment • Keyword Redirects tool enhancements • Enhanced record browsing within Experience Manager editors • New Content Acquisition System data sources and manipulators • New programmatic interfaces for managing Endeca Commerce configuration and settings • Enhanced user access control within EndecaWorkbench and Experience Manager • Ability to switch to a different application from the same EndecaWorkbench login session • Endeca Assembler support for Endeca Query Language (EQL) filters
  72. 72. Appendix A What’s New in Endeca 3.1.2 The Oracle Endeca Commerce 3.1.2 release includes a set of usability improvements in Experience Manager, additional features in the Endeca Assembler, continued investment in the MDEX Engine and data integration capabilities. Additionally,Endeca Commerce 3.1.2 is coupled with the ATG Commerce 10.2 release to provide native iOS reference applications for iPhone and iPad leveraging the Endeca Assembler. This release includes the following updated packages: • Oracle Endeca MDEX Engine 6.4.1 • Oracle Endeca Tools and Frameworks 3.1.2 • Oracle Endeca Content Acquisition System (CAS) 3.1.2
  73. 73. Appendix B OEID Environment • Windows (Windows 2008) / Linux (Oracle Linux 5, Linux RHEL 5) • Minimum hardware requirements • X64 processor • 1.8 GHz CPU • 3 GB RAM • 80 GB hard drive • Recommended hardware requirements • X64 processor • 3.0 GHz CPU • 8 GB RAM
  74. 74. Documentation • Oracle Endeca Information Discovery Technical Overview • Oracle Commerce Guided Search/Experience Manager Documentation • Oracle Commerce Platform Documentation (formerly ATG Web Commerce) • Oracle Endeca Commerce Tools and Frameworks Deployment Template Deployment Guide • Oracle Endeca Commerce Assembler Application Developer’s Guide • Oracle Endeca Commerce Experience Manager Developer’s Guide