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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

33. CAS
Oracle Endeca Content Acquisition System
INSTALLATION COMPLETE

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