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Oracle Commerce Using ATG & Endeca - Do It Yourself Series

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After 2 years of marathon run I was able to complete the self-published book on Oracle Commerce (ATG & Endeca) which covers both the commerce product installation, configuration, concepts, architecture, and some of the open source tools that you can use such as Vagrant, Elasticsearch, Kibana, Logstash, and Splunk.

This book is absolutely free as my contribution to the industry, colleagues, and the commerce community.

The motivation behind this book is “no books written on the subject” and “the goal to make the journey of beginners as painless as possible”.

Hope this will be useful to not just the beginners but also those who embrace open source tools and technologies along with branded products and services.

Published in: Technology

Oracle Commerce Using ATG & Endeca - Do It Yourself Series

  1. 1. Keyur Shah First Edition Oracle Commerce Using ATG & Endeca Do It Yourself Series
  2. 2. Objectives The objective of this book is to help fellow developers learn the Oracle Commerce platform from the ground-up using step-by-step approach and clear explanation about Oracle Commerce. Also, this book aims at helping you learn new and exciting world of Open Source Softwares including how you can make it even further easier for your team members to get on board with Oracle Commerce in no time using the DevOps performance culture implementation. Later chapters of this book will help you learn how you can use some of the most innovative frameworks and tools in the industry such as Splunk, Logstash, Elasticsearch, and Kibana to create your own dashboards for your Oracle Commerce applications. The book is not by any means intending to replace the Oracle Commerce documentation. Documentation provides you wealth of information and resources - but what this book brings is the step-by-step guidance for beginners to learn the product quickly and effectively. I would quote my own learning experience and curve for this statement and you might agree with it based on your individual experiences.
  3. 3. 1 High-fidelity guide written with a simple objective “To boost development team productivity for both new and existing projects driven by the Oracle ATG & Endeca Commerce Platform” Introduction
  4. 4. 3 Section 1 eCommerce - Platform Components I. Recipe for success II. Commerce components
  5. 5. 4 Recipe for Success Most companies today have some form of online presence providing functionalities such as search, guided navigation and eCommerce implementations to provide their potential and existing customers the best-in- class shopping experience. The way these companies build the shopping experience is subject to vast influence originating from consumer behavior, competition, expectations, and many other factors that evolve with new technologies and its side- effects. Consumers have taken the center stage when it comes to the way we design eCommerce applications & the resulting experience. Their bargaining power have spawned furious competition in the areas of business & pricing models as well as leveraging the technical advancements. One of the most important advancement in last few years have come from the sense of urgency that business have shown towards automating, managing and controlling non-IT functions using the IT systems. If you turn the clock few years back, the scenario then was the time-2-market for product(s), promotion(s) and related functionality had to go through a rigorous analysis, coding, and testing cycle, which takes away the focus from selling the product efficiently. Business & IT are in constant struggle to find the balance between the business objectives v/s technological advancements. This caused resistance towards progress and acted as a barrier to the bottom-line. Another area which has evolved over time in the online space is “Knowing Thy Customer” Today, businesses collect mammoth amount of data, churn this data to derive actionable insights and provide a very personalized experience. For marketing, this means they are able to reduce the $$$ wasted from knowing their customers, their preferences, shopping behavior, buying history, likes / dislikes, their social interactions and hence targeting these customers for a very specific purpose. Business & IT are challenged to work together to solve above challenges & enrich the overall customer experience & engagement. One of the challenges is whether to live with custom-built solution or to use a solution built-to-customize the business needs. Introduction
  6. 6. 5 Section 2 Commerce Components Commerce Components
  7. 7. 6 Commerce Components Let us take a look at various components (one or more) that any ecommerce platform would comprise of, regardless of the fact whether they are custom-built or a built-to-customize solutions such as ATG or Hybris. • Transactional Components • Integration with Downstream Systems • CMS Integration • CRM Integration • Responsive Design • Personalization • A/B & Multivariate Testing • Performance Engineering • Payment Gateway • Business Intelligence • Business Management Tools • Multi-site Application • Multi-channel / Cross-channel Capabilities • Recommendation Engine • Inventory Management • Pricing Engine • Tax Calculation • Product Catalog Management • User Profiles • Fulfillment Services • On-Boarding Capabilities • SEO Capabilities • Search • Promotions & Discount Management • Cross-device & Cross-browser Compatibility • Social Integration
  8. 8. 7 Here is a list of components that contribute to the B2C & B2B eCommerce framework within the digital ecosystem
  9. 9. 8 Transactional Components Transactional components are responsible for managing the commerce transactions performed by the customers using the online or offline web / store application. Downstream System Integration One of the primary functions of any enterprise business layer is to provide integration with numerous back-end gateways and services for all critical business functions such as performing credit check, validating the credit cards, retrieving customer billing profile, pulling customer buying history, and so on. These functions varies by sectors and industries. CMS Integration In today’s business scenario content is the king and widely distributed across different sources. Primarily, the content is stored inside the repositories such as CMS (enterprise content management systems) or WCM (web content management systems). The ecommerce platform need to provide out-of-the- box CMS functionality or means to integrate with any of the existing CMS systems. Responsive Design Elements In the past few years there have been tremendous progress in the mobile & tablet technologies forcing the companies to re- think their strategies towards delivering and rendering content on plethora of new devices popping up in the market. These devices covers desktops, laptops, netbooks, touch-enabled laptops, smart phones, tablets, and phablets. Also, these devices vary in size, features, and resolutions making it even more difficult for the development teams to render content to match device specifications. Responsive or adaptive design standards is an answer to address these challenges. One of the key components of the ecommerce platforms is to manage rendering of content on numerous devices without significant development overheads. Personalization One of the key components that provides rich, engaging, and compelling customer experience is personalization. Welcoming back the returning visitor is not the only level of personalization that customers expect these days. The websites are now doing deep into the philosophy of “know thy customer” to deliver the most compelling online and offline experience to the customers. Personalization can be offered on the web, to the mobile sites, mobile APPS, within the contact center applications, in emails or snail mails and on advertising mediums.
  10. 10. 9 Organizations use tons of data elements defining customers, their behaviors, and preferences to drive the personalized experience. Based-on these attributes customers are segmented into various buckets and targeted for different campaigns accordingly. Customers would potentially be moved across these buckets due to the volatile nature of business, behaviors, and preferences. Social media is not an exception when it comes to driving personalization. Rather, it is one of the big factors in driving personalized experience. A/B Testing A/B testing is the most basic type of testing used by marketing to test the advertising campaigns against 2 variants. E.g. test and measure the current offer v/s the new offer in 2 distinct segments of the user or region. It is also known as controlled experiment or split testing. Multivariate Testing Multivariate testing (MVT) is a component of optimization framework that is leveraged for evaluating the performance of one or more website components in a live environment. MVT aims as experimenting with new methods or ideas with a small segment of customers in the live production environment. Some of the benefits of MVT are accelerated learning curve and breakthrough thinking. Performance Engineering Website performance is one of the very important aspects of running a customer facing enterprise commerce applications. If the website is running slow or you have non-performing components of a website then it will have an impact on the overall customer experience and hence can drive away the customers to competition. Your ecommerce solution need to be able to scale in-terms-of software and hardware to handle the traffic or load during peak times of your business and around the year. Website availability, reliability, scalability, and performance are very important to running smooth business in the online space. Performance tuning & engineering should be an integral part of the product & customer experience lifecycle management.
  11. 11. 10 Payment Gateway Payment gateway links your website to your processing network and merchant account. Essentially a payment gateway facilitates the coordination of communicating a payment transaction between you, the merchant, and banks. The entire process comprises of these pieces: 1. Front-end systems accepting the credit / debit cards 2. Payment gateway 3. Fraud detection & control 4. Merchant account 5. Banks 6. Syncing data 7. Receiving the money 8. Printing receipts 9. Reports Business Intelligence The business intelligence is a very important component of an online eCommerce application. It helps you log and track the behavior of online visitors, online transactions, campaign metrics, click-through details, and generate tons of metrics that will provide the business with valuable insights on what the customers are doing, what products are they interested in, which campaigns are performing well or under performing etc... Oracle provides a BI module known as ATG Customer Intelligence that you can use to implemented integrated logging and tracking for multi-channels including online, contact center, email, and chats. Business Management Tools Business needs to have convenience to manage day-2-day functions efficiently and they need one or more tools for the exact reason. If you have deployed custom solution then you would probably have IT department that works with business that develops and maintains these tools e.g. content authoring, asset management, content management, rules engine, email management, segmentation, etc... If you are using built-to-custom platforms such as ATG then you get quite a few tools out-of-the-box that the business team can
  12. 12. 11 you with no or few customizations. BCC, ACC, and Outreach are the tools that the business team will use in the world of ATG. Multisite Applications Businesses small, medium or large sometimes have the need to create a site for a specific purpose a.k.a. Micro-site and sometimes have the need to create multiple sites to cater the needs of different segments of customers or offer different categories of products. The theme while creating these multiple sites is to keep the customers focused as well as enable business to cross-sell products across sites using single shopping-cart experience. Cross-channel Capabilities Most organizations use multiple channels to enable sales, customer service, and support for their customers e.g. Online Web, Mobile Web, TV, Contact Center, Mobile Apps, Chat, and IVR. Key question that puzzles everyone is how do you integrate these touch-points and experiences to eliminate disconnected experiences, boost engagement, reduce customer complains, and have an impact on the bottom-line. Cross-channel capabilities help organizations overcome these challenges. Recommendation System/Engine In the modern age of web applications, there is an extensive class of systems involve predicting user responses to options. Such systems are known as recommendation systems or engine. Recommender systems have changed the way people find products, information, and even other people using some of the most sophisticated piece of algorithms and across plethora of touch-points. Recommendation systems study patterns of behavior to know what someone will prefer from a collection of things one have never experienced. The technology behind recommendation systems has evolved over the past 20 years into a rich collection of tools that enable the marketer, business users, practitioners or researchers to develop effective recommendation systems. Recommendation systems are integral part of personalization framework for a true enriched customer experience. These systems addresses areas such as: 1. Non-personalized / Static recommendations 2. Recommend products / services based on ratings & predictions
  13. 13. 12 3. Knowledge-based recommendations 4. Collaborative filtering 5. Decisioning engine based predictions & recommendations 6. Rule-based recommendations 7. Performance-based recommendations 8. Integrated with machine learning techniques 9. Critic and dialog-based approaches 10.Providing weight-based alternatives 11.Good-better-best options 12.Track recommendation effectiveness & metrics Below are few use-cases of recommendations based on user and item: User-based recommendations 1. If User A likes Items 1,2,3,4, and 5, 2. And User B likes Items 1,2,3, and 4 3. Then User B is quite likely to also like Item 5 Item-based recommendations 1. If Users who purchased item 1 are also disproportionately likely to purchase item 2 2. And User A purchased item 1 3. Then User A will probably be interested in item 2 Oracle provides a SaaS known as “Recommendations on demand” that drives recommendations based on your purchase history and predictive technology. Inventory Management Inventory management is one of the key functions of all online retail website. The Inventory management system or framework facilitates querying and maintaining inventory of items being sold on your site(s). Typically, it provides following functions: 1. Add items to the inventory 2. Remove items from the inventory 3. Notify the store if the customer intends to buy an item that is currently not in stock or want to pre-order 4. Make specific count of items available for order, pre-order, or backorder 5. Determine if, and when a particular item will be in stock
  14. 14. 13 Tax Calculation Since the beginning of online ecommerce era, there have been several laws governing the way online retailers and other commerce transaction tax the online customers for the products and services they buy over the internet. Regardless of the law, you as a customer would have paid some form of tax for an online transaction. Classic example would be your transaction on the online books giant Amazon.com. The challenge with tax is the accuracy of calculation since the tax varies for customers across cities, counties, or states also known as TAX ZONES. TaxCloud is one of the sales tax service provider for online retailers (http://www.taxcloud.net - The Federal Tax Authority LLC). They provide free-easy way to integrate & configure the tax service into your shopping cart or order management system. It instantly calculates the sales tax for any U.S. address and is pre-integrated with over 40 ecommerce platforms. The system monitors changes to the tax rates and tax holidays and updates the data accordingly. If you are setting up a site that uses third-party software to h a n d l e t a x c a l c u l a t i o n , AT G p r o v i d e s a c l a s s atg.commerce.pricing.TaxProcessorTaxCalculator that helps you determine how much tax to charge for an order. Product Catalog Management Product catalog management refers to the process involved in supporting, management, and maintaining the product and product information in a structured and consistent way in form of electronic catalogs or within the commerce databases. Activities related to product catalog management involves extracting, transforming, loading, categorizing, normalizing, joining, indexing, and keeping it in commerce platform friendly formats. Product catalog information is typically used on the online sites providing shopping experience, mail order catalogs, ERP systems, price comparison services, search engines, and content management systems. User Profiles User profile is a collection of attributes that defines the user, visitor, or customer that uses your online or offline application. These are the users who come in contact, with your application in one form or another, during their interaction with company products and services.
  15. 15. 14 User profile attributes contain information that identifies the user (some personal information e.g. first name, last name, email), some online behavior data (such as last visited page, offer viewed, referral site, campaign details, click stream data, etc...), and some other data that the commerce application and marketing would deem useful from personalization, segmentation, and targeting perspective. You should not confuse the user profile with customer billing profiles. User profiles could easily be viewed as a container that contains the billing profile data as one aspect of the overall interaction profile. With software platforms such as ATG, user profiles can easily help the marketing understand how the customers are behaving across multiple touch-points provided across-channels and target these customers more efficiently and effectively. Fulfillment Services An eCommerce system provides tools to manage pre-checkout order-processing tasks such as product display, configuration, adding items to the shopping cart, customer contact information, shipping information, billing information, validating customer credit card, and ensuring the items are shipped with customers preferred shipping method. Once the customer submits an order, the fulfillment framework kicks-in and takes over the processing of the order. The fulfillment framework comprises of standard services which coordinate and execute the order fulfillment process. Following are some of the tasks performed by the methods and processes inside the fulfillment framework: 1. Identifying orders ready to be shipped 2. Notifying the fulfillment system once the order has been shipped 3. Notifying the fulfillment system if the customer cancels an order prior-to shipping 4. Notifying the fulfillment system if there is a change in shipping method 5. Ability to print an order 6. Ability to export an order via XML for easy integration with other systems 7. Ability to process scheduled orders 8. Executing orders based on approvals 9. Invoicing 10.Requisitions
  16. 16. 15 11.Trigger order confirmation email / SMS 12.Trigger order shipping email / SMS Search Capabilities Search is one of the primary components for a successful eCommerce website experience. Search functionality usually cuts down the chase for impatient users to locate the content or products they are interested in with a simple choice of keywords that they key-into the search-box. ATG provides out-of-the-box search module that customers and business partners can use to find relevant information and merchandise easily. Some of the capabilities provided by search module comprises of: 1. Fuzzy queries that automatically corrects misspelled words 2. Words might have various homonyms 3. Natural language processing allows users to generate search results based on questions - e.g. which is the top selling hard disk drive? 4. Sophisticated search queries can be used to generate results based on rankings of documents & contextual relevance 5. Configure contextual hyperlinking 6. Faceted search capabilities Search engine can be integrated into commerce database, chat transcripts, support documents, customer relationship management platform, and user generated content (UGC) e.g. comments and feedback. SEO (Search Engine Optimization) Tactics How do you improve the chances of the content on your site to be findable and presented to the user within the top search results in the SERP (Search Engine Results Page)? SEO tactics is the most practical answer to achieving this objective. It is often achieved by implementing small changes to parts of your website, providing a sizable impact to the overall findability and its content within the search engine results. Search Engine Optimization is a term used to describe variety of tricks & techniques for making web pages & contents more accessible and findable to web spiders / crawlers and hence improve the chances of better ranking of pages and contents inside the search results. ATG commerce provides out-of-the-box capabilities to manage SEO tactics. Some of the tools provided by ATG commerce platform to implement SEO tactics are URL recoding, Canonical URLs, Sitemaps, and SEO Tagging.
  17. 17. 16 Promotions, Discounts & Coupons In the modern economy, there would be hardly any business that would not be offering some form of means to attract customers. These means could be in form of promotions or discounts or coupons. Promotions can be in form of discount on certain item or on entire order or it could be in form of free shipping or expedited shipping. Some the examples of promotions are as below: • Buy one get other 50% off • Buy one get one free • Buy one get other with equal or lower value free • Get % off on a particular item • Get % off on entire order • Free-shipping flat to all customers for this week • Shipping cost only 1c for specific duration • Use FREESHIP coupon code to receive free-shipping • Use LOCALRADIO coupon code to get 1 free movie ticket You can use the ecommerce platform with out-of-the-box capabilities to create, manage, track, and optimize the promotional offers and campaigns. You can create different scenarios in which different offers are available the customers in form of discounts or coupons. You can associate these offers with their profile attributes, segmentation, buying history, and other personalization aspects. Social Integration Social media is a very powerful medium to get the word out about your products & services, any new promotions, and can be made to go viral. Social media is the new word-of-mouth for establishing the brand awareness and performing business with potential customers, and a very important component of any customer facing application or site on the web or mobile. Most online applications today provide some sort of integration with popular social media sites such as Facebook, Twitter, Pinterest, LinkedIn, etc...
  18. 18. 17 B O N U S - M u l t i / O m n i - C h a n n e l Personalization Questionnaire In this section we are going to look @ series of questions broadly categorized into strategy, implementation, and operations - that can help you understand your organization's position regarding personalized customer experience. STRATEGY / VISION / ORGANIZATION • Is personalization something that is considered important within your organization? • Does it have Organizational Leadership commitment? • Within your organization, how does personalization affect the ‘customer experience’? Are they related or exclusive of one another? • Is personalization viewed as a ‘feature to be implemented in phase X of a given project / program’ or is it considered to be ‘a core philosophy that should be engrained deep within many aspects of customer engagement’? • Does your organization have a personalization strategy? • Does your organization have a personalization roadmap? Section 3 Multi-Omni- Channel Personalization Questionnaire
  19. 19. 18 • Who or which group/dept in the organization is responsible for the personalization strategy? • Does the personalization strategy only consider the web or is it equally important across channels (e.g. call center, voice portal, self-service - web/mobile/tablets/kiosks/gaming consoles)? • If so, what other channels are involved and in what capacity? For example, is the call center involved? Is there a bi- directional contribution of data or is it one-way? • Is the data being captured in centralized sources e.g. data warehouses and fed back into the decision making systems • What personalization initiatives have been or are currently implemented? • Do you have personalization efforts in play within some of the teams/groups (silo)? • If yes, how are these silo's sharing the data? • Do you have real-time touchpoint communication? • Personalization initiatives can be defined as well-defined personalization functionality that has been implemented on the site or email campaigns or mailers or call center (i.e. a personalized email campaign or a personalized web campaign). • What types of personalization initiatives are you considering for future implementations and how have you determined that they are relevant and will have an impact? • What kind of presence does your organization have in social media? • Is Social Media a part of your personalization strategy? • Have you seen success with any of your initiatives? You might want to outline the type of success - how to you measure it • Please describe your best customer (the customer that you aspire to attract, the customer that you aspire to retain). • Do you have a loyalty or rewards program? If so, how does this affect your personalization strategy? • Do you have gamification playing role in your loyalty program? • What tools have you evaluated or considered for modeling and gamification? • Do you have programs with the objective of "Mobile First" and/or "Cloud First"? • Are those programs tied to personalization programs?
  20. 20. 19 IMPLEMENTATION • Have you engaged any outside agency for your personalization initiatives? • Are you focusing on B2C or B2B or both (based on applicability) • Is the personalization initiative completely controlled @ home? • Are you using any Commerce personalization functionality? • What segments (if any) are defined and how did you determine that they are relevant to your site / business? • What data within your organization is not currently integrated with your Commerce solution but may prove useful with respect to personalization? Examples could include service history, offline channel purchase history, mobile engagement etc. • Do you believe geographic data about visitors to be important? How have you utilized geographic data to personalize the user experience across all touch points with the brand? • Do you track user behavior while on the site? Please describe. • Do you identify from where the user originated and does it matter? For example, we track that the user came from Google and they searched for the term "XYZ" to get to our site - and then navigated nn pages before actually completing the order. • Do you have strategy to contact customers who don't complete orders on your site? • Please describe how content is managed on your site. Do you plan to use any off-the-shelf commerce solutions? • Please describe how the content is structured (intended to be open-ended). Hint: is there anything interesting or unique about your content / catalog? Is it volume based? or is it low volume but complex in nature? • Are you using any modeling features / tools to further enhance the personalized behavior and experience for your customers?
  21. 21. 20 OPERATIONS • Who in the organization is responsible for the operational aspects of personalization? • What tools are used to manage personalization on the site? • Do you have tools that can help you monitor customer touchpoints and interactions? • Do you currently use AB Testing to test the effectiveness of content, initiatives, etc? If so, what AB Testing tools are you using for this? • What tools / solutions do you use to measure the effectiveness of personalization initiatives? • What are the KPIs that you track? Oracle Commerce Assessment Tool Oracle Commerce assessment tool is useful for you to find out the factors that make or break commerce experience, helps you identify strategies to drive more traffic, convert more customers, and boost revenues & order values. Click this link and begin assessment to find out what’s in it for your organization - https://oracle-dashboard.com/ecommerce/? campaign=OcomCX&referenceid=ComAllSolutions&user=susp ect. SUMMARY This chapter was focused on giving you insights into the type of answers you would be looking forward to while shopping for or planning an personalized online experience. As you have seen selecting an enterprise grade commerce platform maybe it branded, open source, or custom (home grown) is a complex process. You can either build it on site using the technology of choice over period of time or you can shop around, acquire the product, resources, and implement/ customize it to your needs and pay for license fees. Its build v/s buy decision and the growing demand & complexity in targeting the customers based on marketing and business needs.
  22. 22. 2 In this chapter we will introduce you to the Oracle Commerce products, services, and components. Overview
  23. 23. 22 Section 1 Oracle Commerce - Product Overview I. Commerce Product Summary II. Functional Descriptions III. Commerce for Business Users IV. Commerce for Developers
  24. 24. 23 Commerce Product Summary Oracle Commerce is a highly scalable, comprehensive solution that automates and personalizes online buying experiences that increases conversions & order value. It is also used for building content-driven web applications - largely for ecommerce and publishing sites. Its advanced options quickly lets your customers to find products, learn about new offers, compare products & offers, register for gifts, pre-order products (e.g. the new iPhone or iPad), redeem coupons, avail discounts & promotions, calculate pricing & taxes, manage payment types (e.g. credit cards, gift cards, etc…) and conveniently complete their purchase. Oracle Commerce platform is a rich Java-based application platform for hosting web-based applications, as well as RMI accessible business components, with an ORM layer (Repositories), a component container (The Nucleus), an MVC framework, and a set of tag libraries (DSP tags) for JSP. Oracle Commerce product (a.k.a. ATG) suite comes with several application like: • ATG Commerce which includes • DAS (Dynamo Application Server) • DAF (Dynamo Application Framework) • DPS (Dynamo Personalization Server) • DSS (Dynamo Scenario Server) • DCS (Dynamo Commerce Server) • Content Administration • Site Administration • Merchandising • Reference applications • ATG Control Center • ATG Search • ATG Commerce Service Center • ATG Campaign Optimizer • ATG Outreach (Not available or deprecated in ATG Commerce 10.2) • ATG Customer Intelligence (Oracle Business Intelligence integration for reporting & analytics is an area of interest and exploration if that is your business need) • ATG Multisite
  25. 25. 24 Functional Descriptions Let us look at these terms a little closer: Dynamo Application Server The ATG Dynamo Application Server (DAS) is a high- performance application engine that is built on Java standards and highly scalable application server that provides the system and application developer with all the benefits of Java including the easy re-use and portability benefits of JavaBean and Enterprise JavaBean components. Dynamo Application Framework The ATG Dynamo Application Framework (DAF) is the base of component development environment, which is made up of the JavaBeans & JSPs. This helps developers assemble applications comprised of component beans by associating them using the configuration files in the ATG Nucleus. Nucleus is ATG’s open object framework (OOF). DAF doesn’t have any business user tasks that require you to directly interact with the framework itself. Dynamo Personalization Server The ATG Dynamo Personalization Server (DPS) delivers a highly personalized customer experience to the end-users with the help of ATG user profile & personalization business rules, e.g. which banners to show to which group of customers or which product bundles to show to new v/s existing customers or what content to show to users of specific income age or which products to show to men v/s women. Also, you can fuse lot of complex rules as one segment and target the visitors/ customers accordingly. These are some of the examples of personalized content. DPS also supports targeted email delivery to specific group of customers under different life-stage or ordering life cycle. Dynamo Scenario Server The ATG Dynamo Scenario Server (DSS) takes personalization to next level. It extends the content targeting capabilities of the DPS (personalization module) giving business the flexibility to create business processes a.k.a. scenarios that are time- sensitive, event-driven campaigns designed to manage interactions between the site visitors and the content over a period of time. Some scenarios can be short-lived, whereas others can be long-lived. Also, the scenarios are re-usable under different situations and repeatable for the customers who are simply passing thru the same stage of lifecycle with the company as some others have in past. Dynamo Commerce Server The ATG Dynamo Commerce Server (DCS) provides the foundation code for creating an online store or commerce site.
  26. 26. 25 Commerce site includes features that allow you to manage product catalogs, pricing, taxation, inventory, promotions, discounts, coupons, and fulfillment of the same including returns and exchanges. Content Administration The ATG Content Administration (CA) provides set of tools for business users to publish and maintain content for ATG-based web applications. It helps business users to manage contents/ assets through different stages of lifecycle that includes creation, amendment, versioning, approval, and deployment. The content/assets are promoted from development to testing to staging to production environments. Version of the content is very important to be able to promote or rollback the content from production environment. Content administration is integral to the ATG platform and is installed along with the platform itself. Business users can access the content administration module using the BCC (Business Control Center) UI. Site Administration ATG Site Administration is a utility that is installed with the ATG platform and is used by the business users to register and configure one or more web sites. Site administration can be launched from the BCC UI. Merchandising The ATG Commerce Merchandising provides full control to the business users over merchandising process. The business users can efficiently and creatively manage all aspects of cross- channel and multisite commerce. Merchandising is an element of utmost importance for company with any online presence regardless of its industry (retail, consumer & luxury goods, financial services, digital media & high tech, communications, and airlines). ATG Control Center The ATG Control Center is a point & click Java UI that gives you access & control to all the features of the ATG Commerce platform. ACC is a precursor to BCC. Though BCC is a recommended UI to perform most of the business tasks, users can also use ACC to perform the same. There are tasks such as workflows, scenarios, and slots, which can be performed exclusively in ACC and are not available in BCC. ATG Search The ATG Search capability when integrated with the commerce site allows the users to search any document (such as a PDF or HTML file) or repository item such as a commerce product from the catalog or any structured piece of data from a
  27. 27. 26 transactional database, such as order transaction DB in SQL Server or Oracle. ATG Commerce Service Center The ATG Commerce Service Center (CSC) module brings the same personalized ecommerce experience to the contact center as to online. CSC is a web-based application available to the agents in the contact center to address customer needs for ordering transactions, customer care, and sales support. The customer could be using the phone, email, chat, or the website for initiating or completing their transactions. In a cross-channel scenario the customer could have initiated their order on the web, dropped the site on a certain page and called into the contact center via the phone or initiated the chat with the agent. In either case, the agent in the contact center should be able to pull the incomplete online transaction and assist the customer to complete the order. This type of cross-channel communication reduces the AHT (Average Handling Time) and boost agent productivity and sales. This is a result of the features such as shared cart across the channels or multi-sites. ATG Campaign Optimizer Assume a scenario in which you are launching a new product bundle, a new product or new marketing landing pages. The marketing team wants to test these out on a certain segment of customers or launch the landing pages in certain zip codes. The purpose is to have both old and new pages available in live environment so as you can compare & measure the effectiveness of new v/s the old or one product bundle v/s the other. You can perform A/B or MVT (Multivariate) testing using the ATG Optimizer. The most fundamental benefit of using the optimizer modules comes from its ability for business to make well-informed decisions and hence increases the revenue. ATG Outreach The ATG Outreach is a companion product for marketing professionals. It helps marketing team to create, deploy and manage outbound marketing campaign programs. ATG Outreach, built on the ATG Scenario Engine, allows business users to create powerful, multi-step campaigns using the ATG Business Control Center (BCC). As a marketer you need to learn to use the BCC to build, deploy, execute and monitor customer service and marketing campaigns. You can build multi-stage campaigns that span across and integrate Web, email, and contact center channels. ATG Customer Intelligence The ATG Customer Intelligence (ACI) module provides access to tools business can use to analyze data, drill-down to the details, come up with actionable insights, and make informed decisions for improving the KPIs (Key Performance Indicators). The business data analysis tools provide access to all data
  28. 28. 27 related to internal and external customer interactions. The business users can also perform ad-hoc queries, create individual or team dashboards and scorecards. You can also automate the delivery of reports on time-basis. ATG provides out-of-the-box integration of ACI with ATG Commerce, ATG Outreach, ATG Search, ATG Self Service, and ATG Knowledge. ATG Multisite Lot of online commerce sites manages multiple sites or stores based on the business or customer segment needs. For e.g. you may have a site for all customers v/s specific micro-site for Spanish or Chinese language customers. Though the user interaction will be in a specific language, the underlying product catalog will still remain the same. Sometime organizations dealing with huge type of inventory may decide to have separate sites for electronic products v/s the appliances and still may want the customer to be able to shop across multiple sites and complete the commerce transaction in single cart and checkout process. These are ideal candidates for ATG multisite architecture. Business users are able to manage multiple sites using the Site Administration functionality available in the BCC (Business Control Center) UI as shown in the screenshot. ATG Products ATG products is an umbrella term that covers all the modules in the entire ATG software suite (including the platform) - e.g. ATG Web Commerce Platform, ATG Control Center, ATG Commerce Reference Store, etc... ATG Installation ATG installation is a collective term that includes all the tools, files, classes, etc.. used by the development team for developing and assembling the J2EE module in the ATG Nucleus-based application.
  29. 29. 28 ATG Server ATG server is a configuration layer driven by the component JavaBeans and the configuration property files that is available to be added to other configuration layers by the application assembler when assembling an EAR Dynamo Server Admin Dynamo server admin is a set of web pages that you can use to configure and/or monitor the ATG installation. It provides you with a number of useful features, such as, modify the the configuration of ATG server instance, browser the Nucleus component hierarchy, change admin password, view user profiles etc... Once you have installed and configured ATG web commerce, you can navigate to the Dynamo server admin by browsing to the following url: http://localhost:8080/dyn/admin. Note: The hostname and port are subject to your own installation and configuration. Component Component is a Java object instance of a specific configuration for a JavaBean. This JavaBean is typically registered with Nucleus. Oracle Commerce for Business Users The ATG platform provides all necessary tools and capabilities to create a compelling and personalized online buying experience. Business users have the flexibility to create, manage, and maintain multiple sites based on the customers niche & needs, all referring to the same product catalog and create a unique experience for targeted set of customers. They have the ability to quickly launch campaigns to quickly respond to the competition. ATG provides out-of-the-box tool called BCC (Business Control Center) that allows the business users to manage and maintain web storefront, including a complete and customizable review and approval workflow. This helps streamline the online experience & decision making. Oracle Commerce for Developers The Dynamo Application Framework (DAF) runs on top of your application server and supplies essential facilities for application development and deployment (Nucleus, Repositories, tag libraries, security, etc.). It gives you an RMI container, distributed caching, distributed locking and distributed singletons, distributed events and messaging, a task
  30. 30. 29 scheduler, a rules engine and a mechanism for defining business workflows with custom actions and outcomes, a graphical editor for business workflows, support for versioned data, support for roles and rights, logging and auditing - all out of the box, and all using very coherent and consistent APIs. At application level, you have the components and the APIs for dealing with user profiling, identity management and personalization, content authoring, versioning and publishing, content search, product catalogs for tangible and intangible goods, product search and guided navigation, pricing, tax calculation, promotions, shopping carts, gift lists and wish lists, payment types, shipping methods, order tracking, customer relationship management etc. ATG application is a piece of software, installed independent of the ATG platform, which can be included as a module or set of modules in a Nucleus-based application.
  31. 31. 30 Section 2 Oracle Commerce Core Concepts I. What’s in the Box? II.Oracle Commerce Core Concepts
  32. 32. 31 Oracle Commerce Product Suite - What’s in the box? This diagram outlines all the Oracle Commerce Modules, Data Anywhere Architecture Layer, Commerce Suite, Front-end Application layer, and the backend integration layer. Data Anywhere Architecture ATG Commerce Suite INTERACTIVE 2.1 Oracle Commerce Suite and Modules
  33. 33. 32 Note: Some of these components might be deprecated or could have taken form of SaaS model by disintegrating from the Oracle Commerce stack by Oracle to better justify their presence in overall Oracle products ecosystem. Oracle Commerce Core Concepts In this section we will cover some of the core terms & concepts that you will frequently you while working with Oracle Commerce platform, amongst the development & business teams, and which you much absolutely familiarize with. Nucleus The Nucleus is a lightweight container for managing the life cycle and dependency binding of Java component objects. It is the core of the Oracle Commerce framework and all other services and frameworks are hosted within it. It’s essentially an object container that manages the lifecycle of POJOs (Plain Old Java Objects) using reflection and dependency injection. It's responsible for instantiating objects and setting their properties based on a very flexible but well defined configuration layering hierarchy using simple properties text files. In Oracle Commerce world, these objects are called components (basically named JavaBeans and Servlets) that can be linked together via these configuration files by a developer to create an Commerce application. Nucleus also maintains a name hierarchy and is responsible for resolving these names to components, which can be request, session or globally scoped. Nucleus-based applications are assembled into EAR files that include both the application and Oracle Commerce platform resources, and which are then deployed to your application server. ATG products are built on top of industry standards that include: • Java • JavaBeans • Servlets • Java Server Pages (JSPs) • Wireless Application Protocols (WAP/WML) Nucleus components are standard JavaBeans, each with an accompanying .properties file, storing configuration values. Nucleus sets the configured values on each new instance of a component.
  34. 34. 33 Repositories Repository is the basic method of data access in Oracle Commerce. It is capable of managing structured data, documents, and multimedia data. Example repositories include – the profile repository, content repositories, and commerce repositories. The data may be stored on relational databases (RDBMS), Content Management Systems (CMS), LDAP directories, and file systems. Oracle Commerce’s Data Anywhere Architecture plays a very important role in making the data available from these disparate sources. The Data Anywhere architecture makes the access to these data really transparent for the users & developers from the underlying complexities. At the CORE of the Data Anywhere Architecture lies the Repository API (Application Programming Interface) that facilitates the object-oriented representation of the underlying data from numerous data sources. Basically, it provides a level
  35. 35. 34 of abstraction and shields the developers from underlying complexities as mentioned above. Connectors Oracle Commerce provides connectors that create hooks into these disparate data sources. E.g. SQL connector is available to connect to RDBMS, LDAP connecter helps you to connect to the LDAP directories, FS Connector helps in connecting to the File System, and CMS connector helps connecting with various Content Management Systems. The role of a connector is to translate the request into whatever calls are needed to access that particular data source. Connectors for RDBMS and LDAP directories are made available out-of-the-box. The open and published interface design of the connectors makes it possible to develop additional custom connectors if necessary. Developers use the repository API to connect, query, create, delete, and modify repository items. Profiles To understand the ATG user profiles, let us start with the basic understand about the need for user profiles. With the level of details that the companies collect about their online users and the objective of reducing digital marketing waste is what is driving the need for online profiling. The activity of observing, gathering, and storing the actions performed by your users and any additional information that can separate one user from another is known as online profiling. The intent is very clear, once you visit the site and come to the site again you should not be treated as an anonymous visitor anymore (unless of course, you have deleted all your cookies). Companies should be able to identify the visitor based on past visit(s) and personalize the experience with the site or the given channel accordingly. So, this makes the case for the ATG user profiles. User profile is the collection of information about the person visiting your website or a specific marketing channel or touch-point. The information may include details such as name, address, IP address, Recently viewed offers, Last page visited before dropping, products added to the cart, back-n-forth navigation behavior, application-specific attributes, and much more. Technically speaking, profile is a collection of attributes (key, value pairs). These attributes are either provided directly by the
  36. 36. 35 user or collected based on browsing behavior or could be shared information across multi-channels or multi-sites. Note: ATG provides a default profile attributes and is extensible based on business & application needs. Below are some of the default ATG profile attributes: Scenario Bringing in the flavor of gamification into building and executing marketing strategies & business functionalities using the concept of scenarios in ATG web commerce. Scenario is a “Game Plan” where you can define the sequence of events, where the events are associated with specific actions. Based on the trigger situations you can target specific user, a group of users or even entire customer-base for business & marketing communications. These communications include, but not limited to delivering personalized content on the website or mobile devices, personalized emails, mass communication email e.g. change in online privacy policy, display specific promotions, regional promotions, discounts, and more. The biggest advantage of scenarios is they happen over time & are reusable in nature. The scenario that is valid for 1 customer or a set of customers today can be valid or trigger for another set of customers tomorrow or even a year later when they reach to that life-stage of the product or service consumption. So, scenarios are kind of fire & track to start with. I didn’t say “Fire & Forget” intentionally, since we need to track the outcomes of the scenario & actions from user behavior perspective and consume that output towards optimizing the campaigns or the customer experience. Feed that data into business intelligence or decision making engines or predictive models.
  37. 37. 36 Droplet Dynamically generating HTML from a java object is a very common requirement for most applications. A droplet is an ATG concept which is implemented with the help of java for the exact same purpose. For all ATG front-end applications Droplets are the backbone allowing the dynamic content to be weaved easily into the JSPs (Java Sever Pages). The benefit of a droplet is that you can have multiple Droplets in a single page. Droplet is a combination of the java class and a properties file of the Java class. The scope of a droplet is always global. Also, Droplets can be nested and can be inter-linked (you can pass parameters from one droplet to another). ATG provides about 150 out-of-the-box droplets for common tasks such as iterations, repository lookups, page-linking and more. You would run into situations where out-of-the-box droplets may not serve the purpose or you have business needs to develop custom droplets. Product Catalog For any eCommerce application, product catalog is a very important piece of the puzzle and need substantial amount of time & resources to analyze, plan, design, and implement. Catalog is a way of organizing the products that you want to sell in your sales & service channels. Based on the business need you may create some products & promotions manually within the catalog system or you may need to perform ETL to bring in product catalog from external or internal sources. Product catalog is needed to organize and manage the product data in your database for you to use it in your online or offline applications/systems. The ATG product catalog has 2 main categories of products, the Non-navigable products and root category products. Typically, the non-navigable products are exempt from the product catalog’s navigational hierarchy. Simplest way to understand this is “Search functionality will return only those products whose category is rootCategory. Assets Assets are the objects defined in the content management system or ATG in our case that are both persistent and publishable. ATG repository supports repository assets and file assets. Repository assets are created / edited within ACC or BCC and are deployed as repository items. Whereas, file
  38. 38. 37 assets are created within BCC or external applications e.g. Word or Excel and are deployed as file(s) to destination server. DSP Tag Library The DSP Tag Library comprises of various tags that allow developers to access all data types in ATG’s Nucleus framework and other dynamic elements in your JSPs. For most of the common rendering/control tasks in a page, JSTL tags will serve the purpose. But, if the task involves DAF resources (Dynamo Application Framework), you need to use the DSP Tags. For example, if you have a page that imports the DSP tag library, you should use the DSP tags over the JSP tags. As a developer you should be able to accomplish below tasks with help of ATG’s Nucleus framework & the DSP tag library: • Display component property values in web pages • Connecting HTML forms to component property values, so the information entered by the user is sent directly to these components • Embedding special components called ATG Servlet Beans (typically used to generate HTML from a Java object) that display the servlet’s output as a dynamic element in the JSP. The dsp:droplet tag lets you do this by embedding an ATG servlet bean in the web page. DSP library tags support both runtime expressions, such as reference to scripting variables, and the JSTL EL (Expression Language) elements, also evaluated at runtime. You can import a DSP tag library in your JSP placing below line of code in the beginning of the page. <%@ taglib uri=”/dspTaglib” prefix=”dsp”%>
  39. 39. 38 Summary In this chapter we have looked at some of the major Oracle Commerce components that forms the product core and understood some of the basic concepts related to Oracle Commerce such as Nucleus, Repositories, Profiles, etc... In the next chapter we are going to look at the Oracle Commerce installation checklist that will help you prepare for the installation of the Commerce platform on your choice of operating system maybe it Windows or some form of Linux.
  40. 40. 3 Thorough planning and preparation is the key to setting up the ATG Web Commerce development environment with least amount of challenges Oracle Commerce V11 Installation Checklist
  41. 41. 40 Section 1 Oracle Commerce (ATG & Endeca) Installation Checklist I. Elaborative Checklist II. Downloading Prerequisite Softwares
  42. 42. 41 Elaborate Checklist Oracle Commerce installation and configuration experience can vary from rough-2-Smooth based on your exposure to the product. We would call it a great adventure to start with and will begin our journey by putting together a checklist of the resources we need to perform the ATG & Endeca Commerce installation and configuration on a developer machine. Let us take a look at each aspect in details covering hardware requirements, software requirements, and download details. Hardware Requirements Oracle Commerce 11.1 needs 64-bit hardware and at least 4-8GB of RAM for you to install and run it on the development machine. If you can manage a system with 8+ GB RAM even better. Oracle Commerce v11.1 is the latest development in the Commerce & Search landscape from Oracle. OS Requirements Oracle Commerce - both ATG & Endeca Commerce 11.1 need 64-bit version of Windows or Linux, OS to install and configure. Oracle Commerce Software Checklist Below is an elaborate list of softwares you will need for successful installation & configuration of the Oracle Commerce: 1. Oracle JDK 1.7 2. WebLogic Server 12.1.2 3. Oracle Commerce Platform 11.1.0 4. Oracle Commerce Reference Store 11.1.0 5. Oracle Commerce ATG Control Center (OCC) 6. Oracle Commerce Customer Service Center (Optional) 7. Oracle Commerce MDEX Engine 6.5.1 8. Oracle Commerce Guided Search Platform Services 11.1.0 9. Oracle Commerce Content Acquisition System 11.1.0 10. Oracle Commerce Experience Manager Tools and Frameworks 11.1.0 11. Oracle Commerce Developer Studio 11.1.0
  43. 43. 42 12. Oracle Commerce and RightNow Reference Integration 11.1.0 (Optional) 13. Oracle Commerce and Social Relationship Management 11.1.0 (Optional) 14. Oracle Commerce Document Conversion Kit 11.1.0 (Optional) 15. Oracle Database Express Edition 11g Release 2 16. JDBC Driver for Your Database Software - Comes with Oracle Database Express Edition 17. Eclipse IDE 18. SQL Client (e.g. Oracle SQL Developer Client ) Downloading Pre-requisites for Oracle Commerce 1. Download the JDK (http://download.oracle.com/otn-pub/java/ jdk/7u40-b43/jdk-7u40-windows-x64.exe) 2. Download the WebLogic server (http://www.oracle.com/ technetwork/middleware/weblogic/downloads/wls- main-097127.html)
  44. 44. 43 3. Download Oracle Express Edition or You may want to just use MySQL that comes out-of-the-box (http:// download.oracle.com/otn/nt/oracle12c/121010/ winx64_12c_database_1of2.zip) 4. Download SQL Developer tool from Oracle (http:// d o w n l o a d . o r a c l e . c o m / o t n / j a v a / s q l d e v e l o p e r / sqldeveloper64-3.2.20.09.87-no-jre.zip) 5. Download Eclipse IDE from http://www.eclipse.org
  45. 45. 44 6. ATG Plug-in for Eclipse - Is now a part of your Oracle Commerce Installation 7. Download the ATG Web Commerce Documentation at http:// www.oracle.com/technetwork/indexes/documentation/ atgwebcommerce-393465.html Useful Tools from Open Source World • ATG Log Colorizer • ATG DUST (Dynamo Unit & System Test) • ATG ANT • ATG Repository Modeler • ATG Repository Definition Editor • ATG Repository Testing • ATG Dynamo Servlet Testing • ATG DUST Case (just like Junit’s Testcase) • FormHandler Testing • Eclipse IDE • ATG Plug-in for Eclipse • XML Editor (e.g. Notepad++ or XMLSPY)
  46. 46. 45 Downloading the Oracle Commerce Modules 1. Sign-in to https://edelivery.oracle.com/ 2. Read and Accept license agreement 3. Select product as ATG Web commerce 4. Select your platform as 64 bit 5. Select Oracle ATG Web Commerce (11.1.0) There are 3 categories of modules: 1. Commerce • Oracle Commerce Platform • Oracle Commerce ACC • Oracle Commerce Reference • Oracle Commerce Service Center (Optional) • Oracle Web Server Extensions (Optional) 2. Search / Experience Manager • Oracle Commerce MDEX Engine • Oracle Commerce Guided Search Platform Section 2 Downloading the Oracle Commerce Modules
  47. 47. 46 • Oracle Experience Manager Tools and Frameworks • Oracle Commerce Content Acquisition System • Oracle Commerce Developer Studio 3. Reference Integrations • Oracle Commerce and RightNow integration • Oracle Commerce and Social Media Relationship • Oracle Commerce Reference Store While writing the book I’ve experienced that the Oracle edelivery site have undergone some redesign and the new site could be challenging at first to use, so here are some of the guidelines and screenshots to make your journey easy. Visit the http://edelivery.oracle.com website and click on the Sign In link (button) and provide the Oracle credentials to sign- in and search the product that you are interested in for the platform of choice. Click on the link to accept the export restrictions terms and continue.
  48. 48. 47 This is the new interface from Oracle to search the products and services: Type “Oracle Commerce” - which would lead to Oracle ATG Web Commerce, Oracle Endeca Experience Manager, and Oracle Endeca Guided Search in the search results. I’ve select all three since, with the new interface I did not find any easy way to s e l e c t j u s t “ O r a c l e Commerce” and download whichever components I want to install.
  49. 49. 48 Select the platform of your choice and click continue. De-select Oracle Commerce ACC, Assisted Selling Application, and Oracle Endeca Tools and Frameworks (from Endeca Guided Search 11.2.0.0.0 or 11.1.0.0.0 - whichever version you are downloading. As mentioned earlier and even later in the book - we are interested in the “Oracle Endeca Experience Manager Tools and Frameworks” from the Oracle Endeca Experience Manager 11.2.0.0.0 or 11.1.0.0.0.
  50. 50. 49 Accept the Oracle Standard Terms and Restrictions by clicking on the Checkbox and click Continue.
  51. 51. 50
  52. 52. 51 You can either click on “Download All” link or if you are on Linux based OS you can also use the WGET options where Oracle will download the wget.sh file with all the zip files that you need and you can even set your Oracle account password in the SH file and execute it to download all the files directly using the wget script file. You can open the wget.sh in text editor and set the SSO_USERNAME and SSO_PASSWORD variables and then run the script file, which will download all the selected zip files for different Oracle Commerce components into the folder where you have downloaded the wget.sh file. In the latest wget.sh Oracle is now letting the user enter the username and password at the console rather than setting it in the wget.sh file. You can of course choose to set it yourself if need be.
  53. 53. 52 Summary In this chapter, we have looked at the checklist covering all the softwares that you might need to install the Oracle Commerce platform, and have looked at where to download the Oracle Commerce platform installer files for the OS platform of choice. In the next chapter we will learn how to install the pre-requisites for Oracle Commerce platform such as JDK, application server, database, setting environment variables, SQL client software, etc...
  54. 54. 4 This chapter outlines and explains the steps involved in installing all the pre- requisites for Oracle Commerce e.g.: - JDK 1.7 - WebLogic 12.1.x - Oracle XE DB - SQL Developer Installing Pre- requisites
  55. 55. 54 Section 1 Installing Pre- requisites - JDK 1.7 I. Installing JDK 1.7 II. Installing WebLogic Server 12.1.x III. Configuring the WebLogic Domain IV. Setting Environment Variables V. Installing Oracle XE DB VI. Installing SQL Developer Oracle Commerce Pre-requisites JDK 1.7 Weblogic Server 12.1.x Creating WLS Domain Setting Environment Variables Oracle XE DB Engine SQL Developer
  56. 56. 55 Install Commerce Commerce Platform In this section, you are going to learn how to install the Commerce aspect of the Oracle Commerce Platform. JDK 1.7 Installing the Oracle Commerce Platform starts with making sure you have the RIGHT JDK Version installed on your choice of operating system. We will install JDK 1.7 for the latest Oracle Commerce 11.1 release. What do you need to do? 1. Visit www.oracle.com 2. Locate the JDK Download page 3. In my case I’ve downloaded JDK 7 for Windows x64 (64-bit) 4. Download the installer executable to your local machine OR Simply download from this location - Download the JDK (http:// download.oracle.com/otn-pub/java/jdk/7u40-b43/jdk-7u40- windows-x64.exe).
  57. 57. 56 For faster machines you might not notice this screen JDK installer executable is preparing the setup program and hence NEXT button is disabled until its ready for you to take action Now that the installer executable have the setup program ready to perform installation Hit Next to continue with the JDK installation JDK setup program will navigate you through various steps using which it collects user inputs for the JDK setup customization You can change the folder location You can opt-out of Source code etc… Hit Next to continue the installation
  58. 58. 57 Once you hit Next to continue, the setup program will start copying necessary files to your machine to set it up with JDK 1.7 The installer wizard now copies all the JDK 1.7 files to the destination folder.
  59. 59. 58 And, there you go The JDK 1.7 Installation is now complete Hit the Close button SUMMARY At the end of this chapter you have installed all the pre- requisites for Oracle Commerce & Guided Search platform. Remember to take a note of few important path values that you will need in next chapter as below: Oracle Middleware Directory WebLogic Home WebLogic Domain JDK Home Oracle SQL Developer Oracle XE (eXpress Edition - Database)
  60. 60. 59 Installing SQL Developer Download the SQL Developer client from the OTN (Oracle Technology Network) site and Unzip the file to this folder “sqldeveloper” on your desktop or any other convenient folder. We’ve exploded the ZIP file to desktop per below screenshot: Run the sqldeveloper executable from this folder in order to launch the sql client to connect with the Oracle XE database. Section 2 Installing Pre- requisites - SQL Developer - Windows
  61. 61. 60 You can click on the + under connections view to create a new database connection to test out the connectivity with the newly installed Oracle XE database. Click on the Test button to verify connectivity. You will see the status: being updated to success if the connectivity establishes with the Oracle database - .
  62. 62. 61 Creating Tablespace and Users for Oracle Commerce Before we start our journey with installation of Oracle Commerce products and components - let us prepare the database with the couple of user accounts that we will need to configure Oracle Commerce. As a first step - we need to create the tablespace and couple of user accounts e.g. publishingcrs and productioncrs. Create table space in the folder named dbf1 in the location C: oraclexeapporacleproduct<version>server • Create a folder dbf1 • Create a tablespace using SQL Developer client • Connect to the XE instance using system/Welcome1 password • Then execute the following command create tablespace USERS01 datafile 'C:oraclexeapporacleproduct11.2.0server dbf1users01.dbf' size 32m autoextend on next 32m maxsize 2048m extent management local;
  63. 63. 62 You will receive a message “Tablespace USERS01 Created”. You can verify the creation of the USERS01.dbf file in the dbf1 folder. Next, we will create the users publishingcrs, productioncrs, and stagingcrs using below commands in sql developer client. create user publishingcrs identified by publishingcrs default tablespace USERS01 temporary tablespace temp; create user prodcorecrs identified by prodcorecrs default tablespace USERS01 temporary tablespace temp; create user stagingcrs identified by stagingcrs default tablespace USERS01 temporary tablespace temp; grant DBA to prodcorecrs; grant DBA to publishingcrs; grant DBA to stagingcrs; With this - we are done with setting up the pre-requisites for Oracle Commerce. The platform has been established and that puts us now on the track that is full of adventure and excitement. Welcome to the world of product customization extension, and development.
  64. 64. 63 Installing the WebLogic Server Once you have the JDK installed, you can move on to next step and that is to install the Oracle WebLogic Server. This section assumes that you have downloaded the WebLogic Installer for Windows from previous chapter or you can visit this link - (http://www.oracle.com/technetwork/middleware/weblogic/ downloads/wls-main-097127.html). Download the OEPE - Oracle Enterprise Pack for Eclipse - from above URL which contains the WebLogic Server, Coherence, and Eclipse. Go to the download folder and execute the following steps to install the Oracle WebLogic Server: Launch the WLS Installer Section 3 Installing Pre- requisites - WebLogic Server
  65. 65. 64 The wizard is preparing the installer to setup the WebLogic server on your local machine. • Hit Next to continue with the installation process • Respond to all the Wizard prompts • Provide the location for WLS to create the new Oracle Home folder
  66. 66. 65 • Default is C:OracleMiddlewareOracle_Home • You can opt-in to provide a different location • Hit Next to continue with the installation process • Click InstalI to continue with the Oracle Enterprise Pack for Eclipse installation • The installer then prepares to copy the files • Completes the setup • Saves the inventory • Runs post-install cleanup scripts
  67. 67. 66 • Installation is now complete • Click Next to continue • Installer will present you with the summary of installation tasks • Click Finish to complete and exit the installer
  68. 68. 67 Creating a WebLogic Domain We are now going to create a WebLogic domain (e.b. base_domain) where we will deploy ATG managed servers. In order to create a new domain - you can use the WebLogic Domain configuration wizard and launch it from the Windows Start menu as below: Section 4 Installing Pre- requisites - Creating a WebLogic Domain
  69. 69. 68 Click on the “Configuration Wizard” to launch Since, we don’t have any existing domain - we will create a new one with the name base_domain. You can change the name to something else e.g. ATG_TestDomain or ATG_Education. We will keep the default domain name for this installation. Click Next to continue with the creation and configuration of the base_domain. You can continue with the defaults i.e. Basic WebLogic Server Domain or you can add other templates if need be. For this installation we will create the base_domain using the Basic WebLogic Server Domain.
  70. 70. 69 On this prompt enter the domain username and password. Of course, you will also need to confirm the password. We will continue with “weblogic” as the username and Welcome1 as the password. (Password of your choice) Select whether the domain you are creating is for the development or production purpose/mode. In the development mode you can get away with the prompt for entering the username and password every time you start WebLogic server using the boot.properties file. We will look at the steps to define boot.properties file in this chapter.
  71. 71. 70 This screen helps you perform some of advanced configuration specific to Administration server, Node manager, and Managed servers, clusters & coherence. For this installation we are not going to modify any of the settings for these areas. We will click Next to continue with the default installation options. Review the configuration summary and click Create to continue with the creation of base_domain.
  72. 72. 71 Next few screens will show the progress of the domain creating and configuration. Once the domain is created and configured - you can click Next to continue with the Fusion middleware configuration wizard. Once the domain is created, the installer will provide you confirmation with the location of the domain on your volume/ drive and the admin server url as well - as presented in the screenshot. Optionally, you can instruct the configuration wizard to start the admin server while exiting the the wizard by selecting the check box “Start Admin Server” - followed by clicking on the Finish button.
  73. 73. 72 Alternatively, you can start the admin server from the base_domain folder by running the startWebLogic.cmd or startWebLogic.sh (Linux). Once the server has started you will see below message in the console <Server state changed to RUNNING.>
  74. 74. 73 Additionally, you can verify the access to Admin console by launching the browser of your choice, and entering http:// localhost:7001/console in address bar. You can verify the access the admin server by entering weblogic/Welcome1 - or the password you chose to set during the configuration wizard for your domain. This completes our verification that the WebLogic Admin Server is up and running. For now, we will shutdown the WebLogic Server by pressing Ctrl + C or closing the terminal window.
  75. 75. 74 Setting Environment Variables Now - let us set the required environment variable JAVA_HOME and PATH to ensure Java is available in the path and reachable while we install other Oracle installers for Commerce Platform. You need to launch the (right-click) Properties for “My Computer” on your Windows machine. Section 5 Installing Pre- requisites - Setting Environment Variables
  76. 76. 75 You can then click on “advanced system setting” in the left navigation menu - which will launch the System Properties dialog box. Next - click on the “Environment Variables” button. It will launch another dialog box with the list of both User variables and System variables. Click on the New... button to create a new System variable - called JAVA_HOME and assign it a value of the path to the JDK 1.7 version e.g. C:Program FilesJavajdk1.7.0_67
  77. 77. 76 Next step is to set the PATH variable to add the path to JDK 1.7 as per below screenshot: (double-click on the PATH pre- existing system variable) Append the JDK 1.7 path to the PATH system variable. Click OK to confirm the changes to the PATH system variable. Click OK to exit the Environment Variables dialog box. And, click OK again to exit the System Properties dialog box.
  78. 78. 77 Installing Oracle eXpress Database Edition 11g R2 In order to install Oracle Commerce (ATG) - you can either choose to live with the built-in MySQL database or you can install Oracle eXpress Database Edition 11g R2 for your installation. We are going to use use the Oracle Express Database Edition 11g R2 for this installation. If you recollect we have already downloaded the Oracle eXpress database edition in Chapter 3. Launch the Oracle XE DB installer from the download location. Section 6 Installing Pre- requisites - Oracle eXpress Database Edition 11g R2
  79. 79. 78 Accept the license agreement and click Next to continue with the installation wizard.
  80. 80. 79 Select the destination folder where you want to install the Oracle Database 11g Express Edition. Click Next to continue with the installation wizard. Specify and confirm the password you want to setup for the SYS and SYSTEM database accounts. I would keep it as admin. (or something easy to remember or keep it the same Welcome1 across all of your installations)
  81. 81. 80 Review all the installation settings and click the Install button to continue with the installation wizard. You might want to take a note of the “Oracle Database Listener” port - 1521- you will need the port and the database instance name (e.g. XE) during the ATG Commerce instance configuration in later chapter. Click Install to continue with the installation wizard. Installer wizard would now copy necessary files to the destination folder (e.g. c:oraclexe).
  82. 82. 81 Once the installation wizard finishes copying the files you can click on the Finish button to exit. You can verify whether the Oracle Database service is running from Administrative Tools in your windows Control Panel as per this screenshot. Launch Services using below steps: Start > Control Panel > System and Security > Administrative Tools > Services With this - we are done with the installation of Oracle Database Express Edition 11g R2.
  83. 83. 82 Oracle SQL Developer Client Once you have the database engine setup you will need a client application to be able to connect to the database and in case if you need to be able to run some SQL commands to view the table structures or records, alter the schema, add tables, alter permissions, etc... With Oracle Commerce test run in this book, I do not see you making any changes to the Oracle Commerce schema, but in the real-world application you would be potentially extending the existing Oracle Commerce schema e.g. adding new attributes to the user profile. You can visit the URL - http://www.oracle.com/technetwork/ developer-tools/sql-developer/downloads/index.html to download the Oracle SQL developer client universal launcher ZIP file. Section 7 Installing SQL Developer Client - Mac
  84. 84. 83 Accept the licensing terms as below and select the package for either Windows (32/64-bit), Mac OSX, or Linux variants: I’m downloading it for Mac OSX for demonstration but you can do it for Windows or Linux. Unzip the sqldeveloper-4.1.2.20.64-macosx.app.zip to desktop and you will see either the SQLDeveloper folder on Windows / Linux or sqldeveloper.app on Mac OSX as below.
  85. 85. 84 Launch Oracle SQL Developer client by double-clicking on the SQL Developer.app icon on your desktop or wherever you have unzipped it.
  86. 86. 85 Bring up the Oracle database either on your local machine or virtual machine or development environment and create a new connection in SQL developer. As you will learn in Chapter 12 (Automated Setup using VagrantUp & VirtualBox) - I’ve setup my Oracle DB12C on Virtual Machine using Vagrant virtual environment automation tool as below:
  87. 87. 86 Summary This concludes the setup and configuration of Oracle SQL Developer client tool for Mac and the chapter as well. We have installed all the prerequisites for Oracle Commerce in this chapter and will dive into Installing Oracle Commerce v11 in next chapter.
  88. 88. 5 This chapter outlines and explains the steps involved in installing Oracle Commerce including: - Oracle Commerce Platform - Oracle Commerce Reference Store - Oracle Commerce ACC Installing Oracle Commerce v11
  89. 89. 88 Section 1 Installing Oracle Commerce Platform Oracle Commerce Oracle Commerce Service Center 11.1 Oracle ATG Control Center 11.1 Oracle Commerce Reference Store 11.1 Oracle Commerce Platform 11.1
  90. 90. 89 Install Commerce Commerce Platform What is Oracle Commerce Platform? Oracle Commerce (a.k.a. ATG Web Commerce Platform) is the leading enterprise eCommerce solution that provides you with the eCommerce platform and framework that you can customize and extend per your requirements. It brings few inherent benefits - speed in commerce solution development for the developer community and also the improved time-2-market for marketing and business. In this section, you are going to learn how to install the Oracle Commerce Platform. Before we get started with the process of installing Oracle Commerce Platform and its components, let us make sure you have downloaded and unzipped all the downloads to respective folders to be able to run the same in sequential manner. Below screenshots provides you the list of components needed from http://edelivery.oracle.com: Oracle Commerce Components (a.k.a. ATG Commerce) Oracle Guided Search & Experience Manager Components (a.k.a. Endeca)
  91. 91. 90 Below are the list of ZIP files you will have after downloading above components: Below is the exploded list of all the components: ATG Commerce Components • OCPlatform11.1 • OCReferenceStore11.1 • OCACC11.1 Endeca Components • OCmdex6.5.1-win64 • OCplatformservices11.1.0-win64 • cd (folder) • OCcas11.1.0-win64 • OCdevstudio11.1.0-win64 Since, we now have all the necessary components unzipped - let us launch the 1st installer i.e. OCPlatform11.1 from the downloads folder. Double-clicking the OCPlatform11.1 executable will launch the Oracle Commerce Platform (a.k.a. ATG Platform) installer.
  92. 92. 91 The setup program will walk you through several steps to install the OCP (Oracle Commerce Platform). • Select the language of choice and click OK to continue. • Installer will now show you the introduction screen indicating you can click Next to continue with the installation or click on the Cancel Button to exit the installer. • Click Next to continue with the installation wizard.
  93. 93. 92 • In this step you will be required to “ACCEPT” the terms of the license agreements, in order to continue with the installation • Select “I Accept”, which will enable the Next button • Click Next to continue with the installation • In this step you need to select the folder/drive where you want the installer to extract and copy the Oracle Commerce platform files • E.g. C:ATGATG11.1 • It is not mandatory to install Oracle Commerce in the default folder - you can change it to your development requirements • Click Next to continue with the installation
  94. 94. 93 • Select the products you wish to install as a part of this installation • Our choice is NOT “Select All” - We have not selected some of the B2B reference sites and even MySQL • Remember, we are using Oracle eXpress Edition • It covers (ATG Platform, Portal, Content Administration, Motorprise, Quincy Funds, MySQL & Demo Accounts) • Click Next to Continue • In this step we will select the application server for our Oracle Commerce Installation • Since we have already installed WLS, we’ll select “Oracle WebLogic” as an application server of choice • Click Next to continue with the installation
  95. 95. 94 • In this step you need to provide following inputs • Oracle Middleware Directory • WebLogic Home • WebLogic Domain • JDK Home • Click Next to continue with the installation • In this step you can review your responses to previous prompts • Verify & Change (if need be) - Click Previous button to make any changes to your responses • Click Install to perform the Oracle Commerce setup using the inputs listed in this section
  96. 96. 95 Installer now extracts and installs various components of the Oracle Commerce Platform to the destination folder. Once the installer is done copying all the necessary files to the destination folder, 100% - will give you the indication about completion. Click DONE to exit the installer - with this we are done installing the Oracle Commerce Platform.
  97. 97. 96 Install Commerce Commerce ACC (ATG Control Center) ATG Control Center is one of the UI that business users can use to perform most of the business functions such as: • Manage User profiles, roles, and organizations • Manage profile groups • Manage content items • Manage content targeters • Manage content groups • Manage SCENARIOS and SLOTS (ACC ONLY) • Manage Workflows (ACC ONLY) Most of the above functions are now available and managed typically from the BCC (Business Control Center), which is a Web-based UI - except the last 2 bulleted items, which are manageable from ACC ONLY. Section 2 Installing Oracle Commerce ACC (ATG Control Center)
  98. 98. 97 We have already downloaded all the necessary components needed for installing the Oracle Commerce & Guided Search platform as shown below: In this section, we are going to install Oracle Commerce ACC (ATG Control Center) by double-clicking on the OCACC11.1 executable from the downloads folder. Once the installer is ready it will present you with the language options to select and continue. • Select the language of choice and click “OK” to continue with the installation.
  99. 99. 98 • The installer is now ready • Click Next to continue with the installation • Accept the license agreement terms • Click Next continue with the installation
  100. 100. 99 • Select the folder for the installer to extract the ACC files • Typically it would be under the ATG folder - peer to the ATG11.1 folder • Click Next to continue with the installation • Select the location where you want to place shortcut for ACC inside your Windows program menu • Click Next to continue with the installation
  101. 101. 100 • Ready to rock-n-roll with the installation • Review your responses to the installer prompts • Click Install to continue with the installation process • On the way to its destination • You should receive the DONE message shortly • Installation is now complete Note: You can install & run ACC from either the SERVER or CLIENT - it is just a Java executable and can point to any of your existing Oracle Commerce (ATG) servers.
  102. 102. 101 Installing Commerce Commerce Reference Store We have already downloaded all the necessary components needed for installing the Oracle Commerce & Guided Search platform as shown below: In this section, we are going to install Oracle Commerce Reference Store by double-clicking on the OCReferenceStore11.1 executable from the downloads folder. Section 3 Installing Oracle Commerce Reference Store
  103. 103. 102 • You will land on this screen, once you launch the installer executable, and it prepares the setup program to continue • You can pick the language of choice (“English” in this case) and continue • Click OK to continue with the installation • The setup program will walk you through several steps as outlined on the LEFT in above screenshot • Installer will start with “Introduction to the InstallAnywhere program” & the actions you need to perform to continue • Click Next to continue with the installation
  104. 104. 103 • In this step you will be required to “ACCEPT” the terms of the license agreements, in order to continue with the installation • Select “I Accept”, which will enable the Next button • Click Next to continue with the installation • In this step you need to select the folder/drive where you want the installer to extract the Oracle Commerce platform files for the Commerce Reference Store • E.g. C:ATGATG11.1 • Click Next to continue with the installation
  105. 105. 104 • This step is the same as all other windows installation program prompts • You need to decide where you want to place the shortcut icons/menu • We will use the default selection • Click Next to continue • In this step you can review your responses to previous prompts • Verify & Change (if need be) - you can click on the Previous button to make any desired changes • Click Install to perform the Oracle Commerce Reference Store setup using the inputs listed in this section
  106. 106. 105 • Once the installer is done copying all the necessary files to the destination folder, 100% - will give you the indication about completion. • Click DONE to exit the installer
  107. 107. 106 Oracle Commerce Web Server Extensions If you are planning to planning to deploy web content such as binary files (images, pdfs, docs, etc...) or static text content files to staging and production environments (web servers), you need to install the optional component Web Publishing Agent of the Oracle Commerce Suite i.e. Oracle Commerce Web Server Extensions. You can download this piece of installer/software from the same edelivery location as the rest of Oracle Commerce installers for your OS architecture. In production environment - remember, you will need to install the Web Publishing Agent on each web server. You will use the Oracle Commerce Web Server Extensions 11.1 installer to install the Web Publishing Agent on each web server. Section 4 Installing Oracle Commerce Web Server Extensions
  108. 108. 107 Download the installer for OC Web Server Extensions 11.1 @ previous download location as per below screenshot: Launch the installer by double-clicking on the OCWebServerExtensions11.1.exe - installer executable. Launching the installer will present the wizard with an option to pick the language for the installer - default selection is English. Click the Go button to continue with the installation wizard.
  109. 109. 108 You can take a quick look @ all the steps required to setup the Web Publishing Agent on the web server on staging or production environment. Click the Next button to proceed with the next screen and follow the prompts to carry out next step. You are required to accept the terms of the License Agreement to continue to the next screen. Click on the Next button to continue.
  110. 110. 109 Select the default folder location or provide an alternate location and click Next to continue. You have an option of either installing the ATG Publishing Web Agent on all the production servers or manage content across multiple HTTP and Oracle Commerce servers, pushing content from the Oracle Commerce Platform document root to the HTTP servers document roots. This can be achieved using the Oracle Commerce Web Server Extensions distributor service.
  111. 111. 110 Provide the distributor service port - keep if default if you want to and click Next to continue. Specify the cache directory ( document root directory ) to be used by the Distributor Service.The directory can be the Web Server's document root directory or any subdirectory within it.
  112. 112. 111 Specify an ATG Publishing Web Agent (RMI) Port. In this step you will specify the local directory that the Publishing Web Agent can use as the document root directory.
  113. 113. 112 Remember - in real-life you might be installing the ATG Publishing Web Agent on a Linux based system in non-prod and production environments. So, the installation steps could be somewhat different, but the configuration requirement are still going to be the same as explained here. The installer wizard is now read to install the ATG Publishing Web Agent.
  114. 114. 113
  115. 115. 114 Summary In this chapter we have looked as installing some of the most common Oracle Commerce components for a developer machine e.g. Oracle Commerce Platform, Oracle Commerce Reference Store, Oracle ACC, and Oracle Commerce Web Extension. In the next chapter, we will continue our journey to install the Oracle Endeca Commerce components such as MDEX, Platform Services, Tools & Frameworks, CAS, and Developer Studio.
  116. 116. 6 This chapter outlines and explains the steps involved in installing Oracle Commerce including: - Endeca MDEX Engine - Guided Search Platform Services - Tools and Frameworks - Content Acquisition System - Developer Studio Installing Oracle Commerce - Cont’d
  117. 117. 116 What is Oracle Commerce Guided Search? Oracle Commerce Guided Search (in previous life - Endeca Guided Search) enables its users to explore data interactively in real time - could be in the form of search, navigation & visualization. It facilitates this through an interface that is very easy to understand and use - without worrying about the scale and complexity of the underlying data. In this age of Internet, users need to search, navigate, and analyze all of their data - in finer details as possible. Also, users need to sometimes be able to aggregate the data and present accordingly. The application of search, navigate, and visualization is to guide the users achieve their goal while they are interacting with your application which can be device and form-factor agnostic. Section 1 Understanding Oracle Commerce Guided Search oracle Commerce Cont'd Guided Search Platform Oracle MDEX Engine Oracle Guided Search Platform Services Oracle Experience Manager Tools & Frameworks Oracle Content Acquisition System Oracle Developer Studio
  118. 118. 117 Search, Guided Navigation, and Visualization Experience Management Oracle Endeca product provides 3 different solutions: • Oracle Endeca Guided Search • Oracle Endeca Experience Manager • Oracle Endeca Information Discovery Oracle Endeca Guided Search - provides solution to build front- end applications with capabilities to provide end-user experiences for search and navigation.
  119. 119. 118 Oracle Endeca Experience Manager - provides solution to build online personalized experienced & content authoring tool for the business and marketing teams. Oracle Endeca Information Discovery - provides solution to build discovery and analytic solution for your data sources such as customer orders, customer feedback & surveys, data analysis using search and discovery, big data discovery, etc... Considering the 3 options - we will be using a combination of guided search and experience manager for this book, hence we will be looking forward to install Oracle Endeca MDEX, Oracle Endeca Platform Services, Oracle Endeca Tools & Frameworks with Experience Manager, Oracle Content Acquisition System, and Oracle Developer Studio.
  120. 120. 119 Installing Oracle Commerce MDEX Engine In this chapter, we are going to review all the steps required to install the Oracle Commerce Experience Manager & Guided Search components a.k.a. Endeca Commerce. Oracle Commerce (ATG) and Oracle Guided Search / Experience Manager run on the basis of different architecture and framework. But, Oracle have made them talk to each other and are still in the process of further unification of these tools bought over from different companies. What is MDEX Engine? At the heart of Oracle Guided Search & Experience Management platform are few components such as MDEX Engine, Dgraph, Platform Services Agent, Central Server, Tools and Frameworks, Content Acquisition System, and Developer Studio. MDEX is Endeca’s engine that drives search and discovery of data. The underlying data that MDEX indexes can be in any form i.e. Structured, Semi-structured, or Unstructured. Section 2 Installing Oracle Commerce MDEX Engine
  121. 121. 120 MDEX is positioned in the market as a hybrid search and analytical database - with its own proprietary algorithm to store and query the data. The indexed data is stored both on disk and in-memory. If the available amount of memory is less than the size of index, it still maps entire index continuously in- memory (most recently used data) and on disk (least recently used data). Based on the need MDEX engine brings the data in-memory by swapping. Endeca derives its data structures on the basis of the data that is loaded - not strictly following any particular schema (call it schema-less or each data record has its own schema). Endeca records in the index are made up of values and key/ value pairs, and does contain hierarchies. All the access to MDEX is via the Endeca web-services API - maybe it the front-end application, the experience manager, or any of the Endeca administration and operations scripts. The Oracle Commerce MDEX engine comprises of Indexer (Dgidx), Dgraph, and Agraph. We will look at these terms and concepts in later chapter(s). Let us stay on course for now to start with the installation of 1st component in the series of Oracle Guided Search & Experience Management Platform i.e. MDEX Engine. Below is the list of all the software installers that we downloaded in chapter 5. Double-click on the OCmdex6.5.1-win64_829811.exe to launch the MDEX installer wizard.
  122. 122. 121 The installer will extract and launch the Oracle Commerce MDEX Engine 6.5.1 x64 Edition installation wizard. • Click Next to continue with the installation wizard. • Review the Copyright & Legal information related to this software • Click Next to continue with the installation
  123. 123. 122 • Select the location where you would like to create new shortcuts. • Click Next to continue with the installation • Select the folder on your local drive where you want to store the install files • We will continue with the default C:EndecaMDEX6.5.1 • Click Next to continue with the installation
  124. 124. 123 • Now that you have responded to all the prompts • Click Next to start copying file to the destination folder • Setup is now validating installation files • Wait for the installer to finish copying the files
  125. 125. 124 • Setup is now coping the necessary files to C:EndecaMDEX 6.5.1 folder as specified during the installation prompt. • With this you have successfully installed the Oracle Commerce Endeca MDEX Engine. • Click Finish to exit the installation wizard • Verify the MDEX folder is available at C:EndecaMDEX - after the installation is complete Also, we are going to Unzip OCpresAPI6.5.1-win65-829811.zip which will contain a folder with the name “PresentationAPI” under the “Endeca” folder.
  126. 126. 125 Once extracted you will notice a new folder “Endeca” created - copy the sub-folder “PresentationAPI” to C:Endeca. Verify the content of C:Endeca - should contain 2 sub-folders MDEX and PresentationAPI. This concludes the installation of MDEX and PresentationAPI.
  127. 127. 126 Installing Oracle Commerce Guided Search Platform Services Oracle commerce guided search platform services comprises of several components that play a very important role in couple of important areas e.g. ETL - Extract, Transform, and Load using the Data Foundry & Forge processes - and - the Endeca Application Controller (EAC). Additionally, it also comprises of other components such as logging, reporting, presentation API, reference implementations, and the key emgr_update utility. Oracle Guided Search Platform Services Components EAC (Endeca Application Controller) Data Foundry Logging and Reporting System Reference Implementati ons emgr_update utility Presentation & Logging APIs Section 3 Installing Oracle Commerce Guided Search Platform Sercies
  128. 128. 127 Pre-requisites for Installing Platform Services Since we are installing the Oracle Commerce on Microsoft Windows platform, you need to make sure the user account that you are currently signed-into has necessary permissions / rights to install or remove windows services. Platform services component will ask for the following details during the installation process: • Username • Password • Verify Password • Domain Below is the list of all the software installers we downloaded in chapter 5. Launch the Oracle Commerce Guided Search Platform Services installer executable OCplatformservices11.1.0- win64.exe from the downloads folder (left). • Once you launch the Endeca Platform Services 11.1.0 installer executable, it loads the setup wizard • Once the setup wizard is ready • Click Next to continue the Platform Services 11.1.0 installation
  129. 129. 128 • Review the Copyright information related to this software • Click Next to continue with the installation • 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 • Click Next to continue with the installation

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