Install Oracle Endeca 11.3.0 in Windows

Oracle Endeca is a solution to built-in front-end applications with capabilities to provide end-user experiences for search and navigation. In other words, it allows users to explore the data dynamically in form of search, navigation or visualization.

Endeca 11.3.0 is a set of 4 applications:
  • Oracle Commerce MDEX Engine 11.3.0
  • Oracle Commerce Guided Search Platform Services 11.3.0
  • Oracle Commerce Experience Manager Tools and Frameworks 11.3.0
  • Oracle Commerce Content Acquisition System 11.3.0
You can download each installer from Oracle Software Delivery Cloud and they must be installed in same order.



Oracle Commerce MDEX is Endeca's engine that drives search and discovery of data. It can index the data in any form: Structured, Semi-structured, or Unstructured. The indexed data is stored on disk or in-memory (the most frequently used data), and each Endeca records are made up of values and key/value pairs, which contain hierarchies.
The MDEX contains an Indexer (Dgidx), Dgraph, and Agraph.

Guided Search Platform Services are several components for many areas of Endeca like ETL (Extract, Transform, and Load) using Data Foundry & Forge Processes, and EAC (Endeca Application Controller).

Experience Manager Tools And Frameworks is a collection of tools that facilitate to build dynamic presentations of content across multiple channels. There are two flavors:
- Tools and Frameworks with Experience Manager (provide more features such as merchandising, content spotlighting, and personalization)

- Tools and Frameworks with Guided Search (just guided search and navigation features)

Content Acquisition System (CAS) is a collection of components to add, remove, crawl, and configure data across multiple data sources. It crawls the data sources, read and convert the data to proprietary data structures (XML or Record Store Instances) to store it on disk for future use in the Forge pipeline.


Installing Prerequisites for Endeca 11.0.3

Oracle recommends to set these environment variables (Control Panel --> System and Security --> System --> Advanced system settings --> Advanced tab --> Environment Variables button --> System variables)
  • ENDECA_CONF = C:\opt\Endeca\PlatformServices\workspace
  • ENDECA_REFERENCE_DIR = C:\opt\Endeca\PlatformServices\reference
  • ENDECA_ROOT = C:\opt\Endeca\PlatformServices\11.3.0
  • ENDECA_TOOLS_ROOT = C:\opt\Endeca\ToolsAndFrameworks\11.3.0
  • ENDECA_TOOLS_CONF = C:\opt\Endeca\ToolsAndFrameworks\11.3.0\server\workspace
  • ENDECA_MDEX_ROOT = C:\opt\Endeca\MDEX\11.3.0
Once you created those variables, restart your computer.

Install Oracle Commerce MDEX 11.3.0

The zip file for MDEX will contain two files, double-click on the "OCmdex11.3.0-win64_1186050.exe" installer and follow the Installation Wizard. Basically, you only need to specify:
  • MDEX Installation Path: C:\opt\Endeca\MDEX

Use the same configuration displayed in following images








Then unzip "OCpresAPI11.3.0-win64_1186050.zip" file in a folder, it will create a folder named "Endeca", go into it and copy the "PresentationAPI" folder and paste it in this path: C:\opt\Endeca\
Now you should have two folders in this path C:\opt\Endeca


Install Oracle Endeca Guided Search Platform Services 11.3.0

Double click on the "OCplatformservices11.3.0-win64.exe" installer and follow the Installation Wizard. Basically you need to specify:
  • Installation Path: C\opt\Endeca\PlatformServices
  • Choose Install Set: Complete
  • EAC Service Port: 8888
  • EAC service shutdown port: 8090
  • MDEX Engine root directory: C:\opt\Endeca\MDEX\11.3.0
Use the same configuration displayed in following images











Once it finished, you should have 3 folders in this path: C:\opt\Endeca



Also you should have a new Service running called "Endeca HTTP Service"


If the service was not created or is not running, you can execute this script
$ C:\opt\Endeca\PlatformServices\11.3.0\tools\server\bin\setenv.bat
$ C:\opt\Endeca\PlatformServices\11.3.0\tools\server\bin\startup.bat

It should print this



Install Oracle Commerce Experience Manager Tools and Frameworks 11.3.0

Unzip the "V861202-01.zip" file and then double click on the "V861202-01\cd\Disk1\install\setup.exe" installer and follow the Installation Wizard. Basically you need to specify:

  • Installation Type: Complete Installation (690MB)
  • Installation Name: EndecaToolsAndFrameworks
  • Installation Path: C:\opt\Endeca\ToolsAndFrameworks
Use the configuration displayed in the images










Then you need to register the "Endeca Tools Service" to finish the Experience Manager Tools And Frameworks installation, so open your terminal as Administrator and execute this:




$ C:\opt\Endeca\ToolsAndFrameworks\11.3.0\server\bin\install_service.bat

You should see this in the terminal



Then verify the new Service called "Endeca Tools Service" is created in the Services (Control Panel --> System and Security --> Administrative tools --> Services)




Click on "Start" link, it should start the service




Now open a browser and go to this URL: http://localhost:8006
The browser should display the page below, use these credentials to login
   user: admin
   password: admin



The first time you login, it will ask you to change the password, please do it 





It should display this 3 sections in the home page of Endeca Workbench



Now you should have four folders in this path: C:\opt\Endeca


Note: Sometimes the Experience Manager does not work when you go the URL: http://localhost:8006, in that case, you will need to restart the Endeca services (the "Endeca Tools Service" and "Endeca HTTP service") then wait few minutes (even if the services already started, you need to wait few minutes) and try again, it should work now.


Install Oracle Commerce Acquisition System 11.3.0

Before install Commerce Acquisition System, you must stop "Endeca Tools Service" (Control Panel --> System and Security --> Administrative tools --> Services)




Double click on the "OCcas11.3.0-win64.exe" installer and follow the Installation Wizard. Basically you need to specify:
  • Installation Path: C:\opt\Endeca\CAS
  • Install Set: Select the 4 products
  • CAS Server Port: 8500
  • CAS Server Shutdown Port: 8506
  • ENDECA_TOOLS_ROOT: C:\opt\Endeca\ToolsAndFrameworks\11.3.0
  • ENDECA_TOOLS_CONF: C:\opt\Endeca\ToolsAndFrameworks\11.3.0\server\workspace
Use the configuration displayed in the images












Now you should have five folder into this path C:\opt\Endeca


Then verify the new service called "Endeca CAS Service" was created and is started in Services (Control Panel --> System and Security --> Administrative tools --> Services)



Then start the Endeca Tools Service



Now the 3 Endeca Services should be started



Open again in your browser the URL http://localhost:8006 and login with credentials:
   User: admin
   Pass: Password1

You should see 4 sections now (the Data Sources section is present now)


Endeca Post-Installation

I recommend you to change the 3 Endeca services to start manually, in that way your Windows OS will start up faster.
The script to start Endeca will be located at C:\opt\Endeca\scripts\start_endeca_services.bat and will have this content:


:: Get Admin Permissions
:-------------------------------------
REM  --> Check for permissions
>nul 2>&1 "%SYSTEMROOT%\system32\cacls.exe" "%SYSTEMROOT%\system32\config\system"

REM --> If error flag set, we do not have admin.
if '%errorlevel%' NEQ '0' (
    echo Requesting administrative privileges...
    goto UACPrompt
) else ( goto gotAdmin )

:UACPrompt
    echo Set UAC = CreateObject^("Shell.Application"^) > "%temp%\getadmin.vbs"
    echo UAC.ShellExecute "%~s0", "", "", "runas", 1 >> "%temp%\getadmin.vbs"

    "%temp%\getadmin.vbs"
    exit /B

:gotAdmin
    if exist "%temp%\getadmin.vbs" ( del "%temp%\getadmin.vbs" )
    pushd "%CD%"
    CD /D "%~dp0"
:--------------------------------------

net start EndecaHTTPservice
net start EndecaToolsService
call C:\opt\Endeca\ToolsAndFrameworks\11.3.0\server\bin\run.bat
net start "Endeca CAS Service"

The script to stop Endeca will be located at C:\opt\Endeca\scripts\stop_endeca_services.bat and will have this content:


:: Get Admin Permissions
:-------------------------------------
REM  --> Check for permissions
>nul 2>&1 "%SYSTEMROOT%\system32\cacls.exe" "%SYSTEMROOT%\system32\config\system"

REM --> If error flag set, we do not have admin.
if '%errorlevel%' NEQ '0' (
    echo Requesting administrative privileges...
    goto UACPrompt
) else ( goto gotAdmin )

:UACPrompt
    echo Set UAC = CreateObject^("Shell.Application"^) > "%temp%\getadmin.vbs"
    echo UAC.ShellExecute "%~s0", "", "", "runas", 1 >> "%temp%\getadmin.vbs"

    "%temp%\getadmin.vbs"
    exit /B

:gotAdmin
    if exist "%temp%\getadmin.vbs" ( del "%temp%\getadmin.vbs" )
    pushd "%CD%"
    CD /D "%~dp0"
:--------------------------------------

call C:\opt\Endeca\ToolsAndFrameworks\11.3.0\server\bin\stop.bat
net stop EndecaHTTPservice
net stop EndecaToolsService
net stop "Endeca CAS Service"

Note: If you really want to corroborate that all the Endeca Installation was success, you should deploy and start an application in Endeca, for that you can follow these steps: Deploy Endeca Reference Application.


Comments

  1. Got to learn a lot of things from this article. It can be used for any kind of business. Pegasi Media Group the world's leading database vendor and the most preferred organization all over the globe. Our brand is well-known in the market. The organizations of all the sizes have experienced our services and are quite pleased with it. We perform the activities like data cleansing, data appending, data updating, data validation, and data verification on a regular basis before the final delivery. You have also got the tremendous flexibility to choose the geographical location and reach out to the prospects that you target.Oracle Endeca Commerce Applications Users Email List

    ReplyDelete
  2. Hi, Did u run baseline_update after this and i hope these steps are tried in Windows 10 right, please let me know the version number u tried with.

    ReplyDelete

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