Oracle Endeca Commerce - Installation Guide

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This guide covers Endeca installation. Note - Deployment & Configuration of sample application will be covered in a separate deck.

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Oracle Endeca Commerce - Installation Guide

  1. 1. Oracle Endeca Installation MDEX, Presentation API, Platform Services, Tools & Frameworks, CAS - Keyur Shah (http://www.linkedin.com/in/keyurkshah)
  2. 2. Java JDK 1.7 (Installer) b Application Server (e.g. WebLogic) (Installer) c ATG Web Commerce 10.2 (Installer) d ATG Web Commerce Reference Store for 10.2 (Installer) e Endeca MDEX Engine 6.4.1 (Installer) f Presentation API folder (Unzip & Copy to Endeca folder) g Endeca Platform Services 6.1.3 (Installer) h Endeca Tools & Frameworks 3.1.2 (Unzip & copy to Endeca folder) i Endeca Content Acquisition System 3.1.2 (Installer) j Oracle Database Express Edition 11g R2 (Installer) k Notepad++ or some tool for XML viewing/modification l ATG + Endeca Installation Sequence a Oracle SQL Developer (Unzip – should be ready to use) m We will focus on Steps e thru In this tutorial n j Run ATG CIM (Configuration & Installation Manager) Configure ATG Servers, ATG-Endeca Integration, & CRS o Assemble p Deploy q Verify ACC, BCC, Endeca Workbench etc… Assuming you have downloaded all the necessary software for this process to work
  3. 3. MDEX Oracle Endeca MDEX – Installation STEP 1 – Launch the Installer  Download necessary packages from eDelivery  MDEX 6.4.1  Platform Services 6.1.3  Tools & Frameworks 3.1.2 (with Experience Manager)  CAS 3.1.2  Developer Studio 6.1.2  Kick-start the installation with MDEX 6.4.1 as shown in the screenshot (right)
  4. 4. MDEX Oracle Endeca MDEX – Installation STEP 2 – Setup Wizard Ready  Once you launch the Endeca MDEX 6.4.1 installer executable, it loads the setup wizard  Once the setup wizard is ready  Hit Next to continue the MDEX 6.4.1 installation
  5. 5. MDEX Oracle Endeca MDEX – Installation STEP 3 – Copyright & Legal  Review the Copyright & Legal information related to this software  Hit Next to continue with the installation
  6. 6. MDEX Oracle Endeca MDEX – Installation STEP 4 – Select Program Folder  Select the location where you would like to create new shortcuts.  Hit Next to continue with the installation
  7. 7. MDEX Oracle Endeca MDEX – Installation STEP 5 – Select Destination Folder  Select the folder on your local drive where you want to store the install files  We will continue with the default C:EndecaMDEX6.4.1  Hit Next to continue with the installation
  8. 8. MDEX Oracle Endeca MDEX – Installation STEP 6 – Completing the Setup Wizard  Now that you have responded to all the prompts  Hit Next to start copying file to the destination folder
  9. 9. MDEX Oracle Endeca MDEX – Installation STEP 7 – Installing Endeca MDEX Engine 6.4.1 Edition  Setup is now copying the necessary files to the destination folder  Wait for the installer to finish copying the files
  10. 10. MDEX Oracle Endeca MDEX – Installation STEP 8 – Done  With this the MDEX 6.4.1 installation is complete  Next step is to UNZIP the Presentation API & copy it to the C:Endeca folder
  11. 11. Presentation API Presentation – API Steps to Unzip / Copy  Presentation API module is available as a part of the MDEX Engine download  It is available as a ZIP file (no installer)  Unzip the Presentation API  Copy the PresentationAPI folder from the Unzipped folder (presAPI_6.4.1.715066_x86_64pcwin32Endeca) to C:Endeca  Post-copying the C:Endeca will have 2 folders  MDEX  Presentation API
  12. 12. Platform Services Oracle Endeca Platform Services Installation STEP 1 – Launch the Installer  Unzip the Platform Services file  The Platform Services folder (V33317-01) contains the installer executable  Launch the platform services installer executable
  13. 13. Platform Services Oracle Endeca Platform Services Installation STEP 2 – Setup Wizard Ready  Once you launch the Endeca Platform Services 6.1.3 installer executable, it loads the setup wizard  Once the setup wizard is ready  Hit Next to continue the Platform Services 6.1.3 installation
  14. 14. Platform Services Oracle Endeca Platform Services Installation STEP 3 – Copyright  Review the Copyright information related to this software  Hit Next to continue with the installation
  15. 15. Platform Services Oracle Endeca Platform Services Installation STEP 4 – Select Installation Type  Do you want this installation to be just for your own use or everyone who uses this computer?  Pick the response that is applicable to your scenario  Hit Next to continue with the installation
  16. 16. Platform Services Oracle Endeca Platform Services Installation STEP 5 – Destination Folder  Select the folder on your local drive where you want to store the install files  We will continue with the default C:EndecaPlatformServices  Hit Next to continue with the installation
  17. 17. Platform Services Oracle Endeca Platform Services Installation STEP 6 – Custom Setup Options  Carefully review these options  Endeca Control System is now deprecated  Hit Next to continue with the installation
  18. 18. Platform Services Oracle Endeca Platform Services Installation STEP 7 – Endeca Services Information  Endeca would need local system user with admin permissions who has access to create windows services  You need to provide your windows user id / password for the account that has the necessary permissions  Endeca will use this information to validate the user name / password / permissions before continuing with the next step  Hit Next to validate the user name / password & permissions
  19. 19. Platform Services Oracle Endeca Platform Services Installation STEP 8 – Endeca Application Controller Service Information  The Default ports for EAC service & shutdown are 8888 and 8090 respectively  You need to provide the MDEX Engine root directory with the version number as highlighted in the screenshot  Enter the PATH and hit Next to continue with the installation
  20. 20. Platform Services Oracle Endeca Platform Services Installation STEP 9 – Ready to Install the Program  With all the user input provided @ the prompts, Endeca Platform Services installer is now ready  Hit Install to continue with the installation
  21. 21. Platform Services Oracle Endeca Platform Services Installation STEP 10 – Copying Install Files  Installer is copying files to C:EndecaPlatformServices folder
  22. 22. Platform Services Oracle Endeca Platform Services Installation STEP 11 – Installation Complete  Installation is now complete  You need to restart the system in order for the changes to take effect  Once you restart, you can check the contents of the C:Endeca folder it should have 3 sub-folders 1. MDEX 2. PlatformServices 3. PresentationAPI
  23. 23. Tools & Frameworks Oracle Endeca Tools and Frameworks Unzip & Copy  Oracle Endeca Tools & Frameworks enable dynamic presentation of content across all channels  There are 2 versions of Tools & Frameworks  Tools & Frameworks version for Guided Search  Tools & Frameworks version with Experience Manager  We are going to Unzip the version that says “Tools and Frameworks with Experience manager”  Both the packages contain – Workbench, Assembler, Tools Service, Deployment Template, and the Discover Electronic Reference Application  Unzip the File & Copy the ToolsAndFrameworks folder to C:Endeca  After Copying your C:Endeca will have 4 sub-folders (MDEX, PlatformServices, PresentationAPI, and ToolsAndFrameworks)
  24. 24. Oracle Endeca Tools and Frameworks Install Windows Service  Once you have extracted the Endeca Tools and Frameworks files to the destination folder, you need to run the BATCH file called Install_service.bat which you can find under the folder “C:EndecaToolsAndFrameworks 3.1.2serverbin”  Ensure to run the BATCH file as an Administrator or it may not create the Endeca Tools and Frameworks windows service (might fail) Note: CAS Installation (next step) will fail if you miss to register the Tools and Frameworks windows service
  25. 25. CAS Oracle Endeca Content Acquisition System Step 1 – Launch the Installer  Unzip the CAS zip file  The Content Acquisition System folder (V37710-01) contains the installer executable  Launch the Content Acquisition System installer executable
  26. 26. CAS Oracle Endeca Content Acquisition System Step 2 – Copyright  Review the Copyright information related to this software  Hit Next to continue with the installation
  27. 27. CAS Oracle Endeca Content Acquisition System Step 3 – Custom Setup  The CAS includes Endeca Web Crawler and the Endeca CAS Server  The job of these components is to crawl the structured and unstructured data  Hit Next to continue with the installation
  28. 28. CAS Oracle Endeca Content Acquisition System Step 4 – Destination Folder  Select the folder on your local drive where you want to store the install files  We will continue with the default C:EndecaCAS  Hit Next to continue with the installation
  29. 29. CAS Oracle Endeca Content Acquisition System Step 5 – Endeca CAS Service Information  In order to create/register the Endeca CAS Service, enter the username / password with the domain name with proper authorization to create a service  Hit Next to continue with the installation  Installer will validate the username and password for the ability to register/create windows service
  30. 30. CAS Oracle Endeca Content Acquisition System Step 6 – CAS Server Information  Please enter the host and port of your CAS Server installation  Default port for CAS Server port is 8500  Default port for CAS Server Shutdown port is 8506  Hit Next to continue with the installation
  31. 31. CAS Oracle Endeca Content Acquisition System Step 7 – Installation Wizard Summary  This step is just a pause (Take a breath)  Decision point to move forward with the installation or go back and change any of your selections  Hit Next to continue with the installation
  32. 32. CAS Oracle Endeca Content Acquisition System Step 8 – Installing Endeca CAS 3.1.2 (Copying files)  Installer is copying files to C:EndecaCAS folder
  33. 33. CAS Oracle Endeca Content Acquisition System INSTALLATION COMPLETE
  34. 34. Questions?  Contact me @ http://www.linkedin.com/in/keyurkshah We will cover DEPLOYMENT TEMPLATE & SAMPLE application in separate post Thank you

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