The document provides a step-by-step guide for installing various Oracle Endeca components including the MDEX engine, Presentation API, Platform Services, and Content Acquisition System, along with required software and settings. It outlines the installation procedures, selecting appropriate folders, and configuring user permissions needed for successful setup. Additionally, it emphasizes the importance of certain prerequisites and system permissions during the installation process.

1. Oracle Endeca Installation
MDEX, Presentation API, Platform Services, Tools & Frameworks, CAS
- Keyur Shah (http://www.linkedin.com/in/keyurkshah)

2. Java JDK 1.7 (Installer)
b
Application Server (e.g. WebLogic) (Installer)
c
ATG Web Commerce 10.2 (Installer)
d
ATG Web Commerce Reference Store for 10.2 (Installer)
e
Endeca MDEX Engine 6.4.1 (Installer)
f
Presentation API folder (Unzip & Copy to Endeca folder)
g
Endeca Platform Services 6.1.3 (Installer)
h
Endeca Tools & Frameworks 3.1.2 (Unzip & copy to Endeca
folder)
i
Endeca Content Acquisition System 3.1.2 (Installer)
j
Oracle Database Express Edition 11g R2 (Installer)
k
Notepad++ or some tool for XML viewing/modification
l
ATG + Endeca
Installation
Sequence
a
Oracle SQL Developer (Unzip – should be ready
to use)
m
We will focus on
Steps e thru
In this tutorial
n
j
Run ATG CIM (Configuration & Installation Manager)
Configure ATG Servers, ATG-Endeca Integration, & CRS
o
Assemble
p
Deploy
q
Verify ACC, BCC, Endeca Workbench etc…
Assuming you have
downloaded all the
necessary software
for this process to
work

3. MDEX
Oracle Endeca MDEX – Installation
STEP 1 – Launch the Installer
 Download necessary
packages from eDelivery
 MDEX 6.4.1
 Platform Services 6.1.3
 Tools & Frameworks 3.1.2
(with Experience Manager)
 CAS 3.1.2
 Developer Studio 6.1.2
 Kick-start the installation with
MDEX 6.4.1 as shown in the
screenshot (right)

4. MDEX
Oracle Endeca MDEX – Installation
STEP 2 – Setup Wizard Ready
 Once you launch the
Endeca MDEX 6.4.1 installer
executable, it loads the
setup wizard
 Once the setup wizard is
ready
 Hit Next to continue the
MDEX 6.4.1 installation

5. MDEX
Oracle Endeca MDEX – Installation
STEP 3 – Copyright & Legal
 Review the Copyright &
Legal information related to
this software
 Hit Next to continue with the
installation

6. MDEX
Oracle Endeca MDEX – Installation
STEP 4 – Select Program Folder
 Select the location where
you would like to create new
shortcuts.
 Hit Next to continue with the
installation

7. MDEX
Oracle Endeca MDEX – Installation
STEP 5 – Select Destination Folder
 Select the folder on your
local drive where you want
to store the install files
 We will continue with the
default
C:EndecaMDEX6.4.1
 Hit Next to continue with the
installation

8. MDEX
Oracle Endeca MDEX – Installation
STEP 6 – Completing the Setup Wizard
 Now that you have
responded to all the
prompts
 Hit Next to start copying file
to the destination folder

9. MDEX
Oracle Endeca MDEX – Installation
STEP 7 – Installing Endeca MDEX Engine 6.4.1 Edition
 Setup is now copying the
necessary files to the
destination folder
 Wait for the installer to finish
copying the files

10. MDEX
Oracle Endeca MDEX – Installation
STEP 8 – Done
 With this the MDEX 6.4.1
installation is complete
 Next step is to UNZIP the
Presentation API & copy it to
the C:Endeca folder

11. Presentation
API
Presentation – API
Steps to Unzip / Copy
 Presentation API module is
available as a part of the MDEX
Engine download
 It is available as a ZIP file (no
installer)
 Unzip the Presentation API
 Copy the PresentationAPI folder
from the Unzipped folder
(presAPI_6.4.1.715066_x86_64pcwin32Endeca) to C:Endeca
 Post-copying the C:Endeca will
have 2 folders
 MDEX
 Presentation API

12. Platform
Services
Oracle Endeca Platform Services Installation
STEP 1 – Launch the Installer
 Unzip the Platform
Services file
 The Platform Services
folder (V33317-01)
contains the installer
executable
 Launch the platform
services installer
executable

13. Platform
Services
Oracle Endeca Platform Services Installation
STEP 2 – Setup Wizard Ready
 Once you launch the
Endeca Platform Services
6.1.3 installer executable, it
loads the setup wizard
 Once the setup wizard is
ready
 Hit Next to continue the
Platform Services 6.1.3
installation

14. Platform
Services
Oracle Endeca Platform Services Installation
STEP 3 – Copyright
 Review the Copyright
information related to this
software
 Hit Next to continue with the
installation

15. Platform
Services
Oracle Endeca Platform Services Installation
STEP 4 – Select Installation Type
 Do you want this installation
to be just for your own use or
everyone who uses this
computer?
 Pick the response that is
applicable to your scenario
 Hit Next to continue with the
installation

16. Platform
Services
Oracle Endeca Platform Services Installation
STEP 5 – Destination Folder
 Select the folder on your
local drive where you want
to store the install files
 We will continue with the
default
C:EndecaPlatformServices
 Hit Next to continue with the
installation

17. Platform
Services
Oracle Endeca Platform Services Installation
STEP 6 – Custom Setup Options
 Carefully review these
options
 Endeca Control System is
now deprecated
 Hit Next to continue with the
installation

18. Platform
Services
Oracle Endeca Platform Services Installation
STEP 7 – Endeca Services Information
 Endeca would need local
system user with admin
permissions who has access
to create windows services
 You need to provide your
windows user id / password
for the account that has the
necessary permissions
 Endeca will use this
information to validate the
user name / password /
permissions before continuing
with the next step
 Hit Next to validate the user
name / password &
permissions

19. Platform
Services
Oracle Endeca Platform Services Installation
STEP 8 – Endeca Application Controller Service Information
 The Default ports for EAC
service & shutdown are
8888 and 8090 respectively
 You need to provide the
MDEX Engine root directory
with the version number as
highlighted in the
screenshot
 Enter the PATH and hit Next
to continue with the
installation

20. Platform
Services
Oracle Endeca Platform Services Installation
STEP 9 – Ready to Install the Program
 With all the user input
provided @ the prompts,
Endeca Platform Services
installer is now ready
 Hit Install to continue with
the installation

21. Platform
Services
Oracle Endeca Platform Services Installation
STEP 10 – Copying Install Files
 Installer is copying files to
C:EndecaPlatformServices
folder

22. Platform
Services
Oracle Endeca Platform Services Installation
STEP 11 – Installation Complete
 Installation is now complete
 You need to restart the
system in order for the
changes to take effect
 Once you restart, you can
check the contents of the
C:Endeca folder it should
have 3 sub-folders
1. MDEX
2. PlatformServices
3. PresentationAPI

23. Tools &
Frameworks
Oracle Endeca Tools and Frameworks
Unzip & Copy
 Oracle Endeca Tools & Frameworks enable dynamic
presentation of content across all channels
 There are 2 versions of Tools & Frameworks
 Tools & Frameworks version for Guided Search
 Tools & Frameworks version with Experience Manager
 We are going to Unzip the version that says “Tools and
Frameworks with Experience manager”
 Both the packages contain – Workbench, Assembler, Tools
Service, Deployment Template, and the Discover Electronic
Reference Application
 Unzip the File & Copy the ToolsAndFrameworks folder to
C:Endeca
 After Copying your C:Endeca will have 4 sub-folders
(MDEX, PlatformServices, PresentationAPI, and
ToolsAndFrameworks)

24. Oracle Endeca Tools and Frameworks
Install Windows Service
 Once you have extracted the
Endeca Tools and Frameworks files
to the destination folder, you need
to run the BATCH file called
Install_service.bat which you can
find under the folder
“C:EndecaToolsAndFrameworks
3.1.2serverbin”
 Ensure to run the BATCH file as an
Administrator or it may not create
the Endeca Tools and Frameworks
windows service (might fail)
Note: CAS Installation (next step) will fail if you miss to register the Tools and
Frameworks windows service

25. CAS
Oracle Endeca Content Acquisition System
Step 1 – Launch the Installer
 Unzip the CAS zip file
 The Content Acquisition
System folder (V37710-01)
contains the installer
executable
 Launch the Content
Acquisition System installer
executable

26. CAS
Oracle Endeca Content Acquisition System
Step 2 – Copyright
 Review the Copyright
information related to this
software
 Hit Next to continue with the
installation

27. CAS
Oracle Endeca Content Acquisition System
Step 3 – Custom Setup
 The CAS includes Endeca
Web Crawler and the
Endeca CAS Server
 The job of these
components is to crawl the
structured and unstructured
data
 Hit Next to continue with the
installation

28. CAS
Oracle Endeca Content Acquisition System
Step 4 – Destination Folder
 Select the folder on your
local drive where you want
to store the install files
 We will continue with the
default C:EndecaCAS
 Hit Next to continue with the
installation

29. CAS
Oracle Endeca Content Acquisition System
Step 5 – Endeca CAS Service Information
 In order to create/register
the Endeca CAS Service,
enter the username /
password with the domain
name with proper
authorization to create a
service
 Hit Next to continue with the
installation
 Installer will validate the
username and password for
the ability to register/create
windows service

30. CAS
Oracle Endeca Content Acquisition System
Step 6 – CAS Server Information
 Please enter the host and
port of your CAS Server
installation
 Default port for CAS Server
port is 8500
 Default port for CAS Server
Shutdown port is 8506
 Hit Next to continue with the
installation

31. CAS
Oracle Endeca Content Acquisition System
Step 7 – Installation Wizard Summary
 This step is just a pause
(Take a breath)
 Decision point to move
forward with the
installation or go back and
change any of your
selections
 Hit Next to continue with
the installation

32. CAS
Oracle Endeca Content Acquisition System
Step 8 – Installing Endeca CAS 3.1.2 (Copying files)
 Installer is copying files to
C:EndecaCAS folder

33. CAS
Oracle Endeca Content Acquisition System
INSTALLATION COMPLETE

34. Questions?
 Contact me @ http://www.linkedin.com/in/keyurkshah
We will cover DEPLOYMENT TEMPLATE & SAMPLE
application in separate post
Thank you