INSTALLING ORACLE ENDECA INFORMATION DESCOVERY 3.

0 ON WINDOWS 64 BIT MACHINE

software do we need : 1. 2. 3. 4. 5. 6.
Oracle Endeca Server (7.5.1.0) from edelivery Oracle Endeca Information Discovery Studio (3.0) for WebLogic from edelivery Oracle Endeca Information Discovery Integrator (3.0) from edelivery JDK version 6 Oracle Weblogic Server 11gR1 ADF Runtime

When you've downloaded these components you are ready to go. Perhaps first a brief summary of the steps we will do during this install, so you will not loose the overview: 1. Install the JDK (needed for the application server) 2. Install Weblogic Server (the application server) 3. Install the ADF Runtime software (some additional middletier components needed for a succesful Endeca Server deployment) 4. Install the Endeca Server software (the analytical search database) 5. Create a Weblogic Domain for the Endeca Server 6. Create a Weblogic Domain for Endeca Studio 7. Update some Weblogic settings for the purpose of the installation of Endeca Studio 8. Deploy the Endeca Studio application (the presentation layer) 9. Install Integrator (the ETL component) 10. Done

1. Install the JDK I use the jRockit, but the Sun JDK has similar steps. To install the jRockit JDK just start the setup.exe. Click <Next> on the first screen and on the second screen enter a path. DO NOT USE SPACES!

Click <Next>. On the next page make no selections and click <Next> again. Then you are asked if you want to install the JRE as well. It is not necessary, but if you say Yes and <Next> then you are asked for a path again. Enter a different path then the previous one and click <Next>. jRockit will be installed.

2. Install Weblogic Server To install Weblogic Server execute the download wls1036_generic.jar with the JDK. Go to the directory with wls1036_generic.jar and type: <JDK Path>\bin\java -jar wls1036_generic.jar Like:

The installer will start. On the Welcome screen Click <Next>. Then select 'Create a newMiddleware Home' and enter a path where to install (I entered: d:\oracle\oeid30\fmw):

Click <Next>. Then I try with minimum clicks :-) to make clear to the software that I do not want to be notified of updates by clicking:

CLICK NEXT

CLICK YES

CLICK YES

On the next screen put a check at "I wish to remain uninformed ..." and click <Continue>. Then choose a Custom install and click <Next>. On the next screen uncheck Oracle Coherence The just installed JDK should be checked on the screen: click <Next>. Then enter a path for the installation directory: and click <Next>. .

Click <Next>. Choose not to install the Nodemanager:

Click <Next>, Click For "All users" Start Menu Folder:

Click <Next>, again <Next>. Then the install will run for about a minute. Uncheck the "Run Quickstart" and click <Done>. Weblogic has been installed.

3. Install the ADF Runtime software After you unzipped the downloaded software go to the directory Disk1. From a command line we start the setup.exe with a jreLoc option: setup.exe -jreLoc <JDK dir>. In my case:
setup.exe -jreLoc d:\oracle\jrockit

The installer starts. On the first screen click <Next>. Select the "Skip Software Updates" option and click <Next>. After the Prerequisites Checks have been done click <Next>. Then enter the location of the Oracle Middleware Home. The just installed Weblogic home should appear in the drop down list:

Click <Next>. On the Application Server screen "Weblogic Server" is already checked. Click <Next>. After about 2 minutes the installation is finished. Click <Next> and <Finish>

4. Install the Endeca Server Software Open a command line box, go to the unzipped Endeca Server software directory Disk1 and start the setup with the -jreLoc option as with the ADF runtime software: setup.exe -jreLoc <JDK dir>. In my case: setup.exe -jreLoc d:\oracle\jrockit The installer starts. On the Welcome screen click <Next>. After the Prerequisites Checks have been done click <Next>. Then select the Weblogic Middleware home from a drop down list. Leave the Oracle Home Directory to the default (EndecaServer7.5.1_1):

After entering locations click <Next>. For this installation we will not run the Endeca Server in a secure mode, so uncheck 'Yes':

Click <Next>. After 2 minutes the installation is finished. Click <Next> and then <Finish>. The core Endeca Server software has now been installed. The surrounding Web Application Server software is next.

5. Create a Weblogic Domain for the Endeca Server Now we need to create a Weblogic Domain for the Endeca Server software. To do so, open a command prompt (of course you can also use Windows Explorer, but I like the command line, if something goes wrong ...) and go to the directory: <Weblogic Middleware Home>\wlserver_10.3\common\bin (for my environment: d:\oracel\oeid30\fmw\wlserver_10.3\common\bin). Type there: config.cmd On the appearing screen choose: Create a new Weblogic domain. Click <Next>. Then select "Oracle Endeca Server - 7.5.1.0". The second check ("Oracle JRF") comes for free:

Click <Next>. Enter a Domain name (mine: endecaserver_domain) and leave the Domain location untouched:

Click <Next>. On the next screen you enter the username and password for the administrator of the domain:

Click <Next>. Choose Production Mode and see that the right JDK already has been checked:

Click <Next>. No optional configuration. Click <Next>. Click <Create>. After 30 seconds the domain has been created. Click <Done>. You can verify your install of the Endeca Server. Start the Endeca Server Domain by executing:
<Weblogic Middleware Home>\user_projects\domains\<endeca server domain

name>\bin\startWebLogic.cmd. For my installation: d:\oracle\oeid30\fmw\user_projects\domains\endecaserver_domain\bin\startWebLo gic.cmd

You will be asked to enter the username and password of the administrator of this domain (you entered this during the installation). From a browser start this URL: http://localhost:7001/endeca-server/ws/manage?wsdl That should give a respons something like this:

Now the Endeca Server is completely installed and operational (on port 7001). Shortly will follow a blog entry to change the port for the Endeca Server.

6. Create a Weblogic Domain for Endeca Studio For the Endeca Studio application we also need to create a domain (recommended as per the documentation). This is similar to the Endeca Server Domain creation: Open a command prompt and go to the directory: <Weblogic Middleware Home>\wlserver_10.3\common\bin (for my environment: d:\oracel\oeid30\fmw\wlserver_10.3\common\bin). Type there: config.cmd. Select "Create a new WebLogic domain". Click <Next>. Use the default Basic domain configuration:

Click <Next> Entera Domain name and leave the Domain location untouched:

Click <Next>, Then enter a username and password for the domain administrator:

Click <Next>. Choose Production Mode and see that the JDK has been selected.

Click <Next>.

Select modify settings of Administration Server:

Click <Next>. Since we did a basic domain installation of the Endeca Server this has been configured on port 7001. So we need to change the port of the domain where Endeca Studio will be running. Change the Listen port of the future Endeca Studio Application. I chose port 8880.

Click <Next>. Then click <Create> and after a couple of seconds the domain has been created. Click <Done>. A domain has been created and is ready to deploy the Studio application.

7. Update some Weblogic settings for the purpose of Endeca Studio Before you can deploy the Endeca Studio application, we need to modify some Weblogic settings. Edit the file:
<Weblogic Middleware Home>\user_projects\domains\<Endeca Studio Domain>\bin\setDomainEnv.cmd

Copy the italics text below and paste it in the top of the file, i.e. just after set WL_HOME.
set JAVA_OPTIONS=Djavax.xml.transform.TransformerFactory=com.sun.org.apache.xalan.internal.xsltc.trax.TransformerFactory Impl Djavax.xml.parsers.DocumentBuilderFactory=com.sun.org.apache.xerces.internal.jaxp.DocumentBuilderFactor yImpl -Djavax.xml.parsers.SAXParserFactory=com.sun.org.apache.xerces.internal.jaxp.SAXParserFactoryImpl

In the same file update (2 times) memory arguments: Change set WLS_MEM_ARGS_64BIT=-Xms256m -Xmx512m into: set WLS_MEM_ARGS_64BIT=Xms256m Xmx1024m and Change set MEM_MAX_PERM_SIZE_64BIT=-XX:MaxPermSize=256m into: set
MEM_MAX_PERM_SIZE_64BIT=-XX:MaxPermSize=512m

Save the file. Stop the Endeca Studio domain if started (via command <Weblogic Middleware
Home>\user_projects\domains\<endeca server domain name>\bin\stopWebLogic.cmd) and start it (via command <Weblogic Middleware Home>\user_projects\domains\<endeca server domain name>\bin\startWebLogic.cmd).

8. Deploy the Endeca Studio application Now you will deploy the Endeca Studio application in the just created Weblogic domain. After you unzip the edelivery Studio package for Weblogic you'll see some files:

Copy the files portal-ext.properties and endeca-portal-weblogic-3.0.10089.ear to

<Weblogic Middleware Home>\user_projects\domains

In the directory <Weblogic Middleware Home>\user_projects\domains create the following directories: data, deploy and weblogic-deploy. In the newly created directory <Weblogic Middleware Home>\user_projects\domains\data create the directory endeca-data-sources. The directory <Weblogic Middleware Home>\user_projects\domains will look like:

Now let's deploy the Endeca Studio file (endeca-portal-weblogic-3.0.10089.ear). Make sure your Endeca Studio domain has been started. Open a browser and go to URL: http://localhost:<port number>/console (for me: http://localhost:8880/console). Go to Configure applications:

Click Lock & Edit:

Click Install:

Locate the file endeca-portal-weblogic-3.0.10089.ear in <Weblogic Middleware Home>\user_projects\domains and paste the path to that file in the Path space. Hit <enter>:

The file endeca-portal-weblogic-3.0.10089.ear appears. Select it and click <Next>. Leave the defaults:

Click <Next>. Again leave the defaults:

Click <Finish>. After the deployment is finished you will return to the overview screen. Click on <Activate Changes>:

Then the message appears that no restart is necessary:

Then click on deployments in the left pane of the Domain Structure. In the deployments then check endeca-portal-weblogic and from the Start drop down select: Servicing All Requests:

On the next screen click <Yes>. When the deployment screen returns and the State has been changed to Active, you can check the URL: http://localhost:<port number> (in my case: http://localhost:8880):

You can log on with username: admin@oracle.com and password: Welcome123. You have to reset the password immediately after log on. That was the install of Endeca Studio.

9. Install Integrator The last piece of software before we can create our projects is the Integrator. After the unzip of the downloaded file you will see 3 files. 2 Files are needed when you would want to deploy the server version for production environments. For now double click the file EID_3.0_Integrator.exe. On the opening screen click <Next>, click <Next> again. Then enter a location:

Click <Next>, Click <Next> and click <Finish>. That was the Integrator install. 10. Done Hopefully the next release of Endeca will give us the 'next, next, finish' experience again ... Enjoy Endeca 3.0