The document provides a comprehensive overview of Oracle Endeca, focusing on its capabilities for creating commerce pages and integrating social and mobile components. It covers key functionalities such as guided navigation, search optimization, and the use of Facebook data for personalized user experiences. Additionally, it includes detailed technical guidance on development processes, including cartridge creation and data integration methods.

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. 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. 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. 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. Oracle Endeca Component Interaction
Oracle 44 page deep dive into concepts and component interaction

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. How does it compare to Oracle products such as Oracle
Database and Oracle Essbase?

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. 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. 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. Overview of the Endeca Content Acquisition System
Source

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. Oracle Endeca Commerce

14. Commerce Example - Nike

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:http://www.youtube.com/watch?v=TGm7Iqe8HkQ

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

17. Templates and Cartridges Work Together
SEARCH
RESULTS
Breadcrumbs
Choose a template
Choose cartridges
Example Cartridges
VIDEO
BOOSTED RESULT GUIDED
NAVIGATION
CATEGORY
DIMENSION
BREADCRUMBS IMAGE BANNER SEARCH BOX MULTIPLE RECORDS REVIEWS

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. 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

20. Optimize a Regular Search Results Page
MEDIA
BANNER
ANALYTICS
MEDIA
BANNER
VERTICAL
SPOTLIGHT

21. Creating a Very Simple Cartridge
"Hello, World" example cartridge.
“Hello World”

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=http://endeca.com/schema/content-template/2008
xmlns:editors="editors"
type="SecondaryContent"
id="Hello">
<Description>A sample cartridge that can display a simple message.</Description>

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. 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. 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. 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. 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. Creating a Cartridge continued
"Hello, World"
f) The cartridge selector dialog displays.
Select the Hello cartridge and click OK.

29. Cartridge Basics continued
"Hello, World"

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. Cartridge Basics continued
"Hello, World"
Hello World

32. Review Reference Template
The template contains two main
sections: the <ContentItem> element
and the <EditorPanel>
element.

33. Review Reference Template cont.
Oracle Endeca Commerce Cartridge Developer’s Guide

34. Site Analysis
A Look at How Cartridges are Used on a Site

35. Targeted promotions based on
customer context “buggy”
Social navigation based on most relevant
product and customer attributes

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. 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. Remember - Endeca Commerce is used for B2B - Clients
Consumer Brand
B2B Manufacturers

39. A further look into Endeca guided navigation and search

40. The Initial Problem

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. 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. 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. Customer Self-Service:
How-to Guides
Social Content
Targeted Promotions
Rich media

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. 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. 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. Endeca for Mobile

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. 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. 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. 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. 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. 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. Endeca for Social

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. Facebook Social Commerce
Assumptions for getting started:
• You have created a new application within Facebook. If not
go to http://www.facebook.com/developers/ 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. Opportunities are On and Off Facebook
“On”
On Facebook.com
“Off”
Your mobile and Web environments

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. On│Personalize Experiences in Real Time
what Rebecca has
explicitly Liked on the
Open Graph
recommended based on
demographic data
synched
with profile

61. Off │Personalize Experiences in Real Time
 Personalization
 Relevancy
 Recommendations
 Merchandising

62. Facebook Store Features

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. 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. 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. 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. 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. Appendix

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. 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. 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. 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. 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. 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