Oracle Endeca Information Discovery 3.0 - Installation cookbook

Wednesday, May 22, 2013

 


Overview of Oracle Endeca Information Discovery

 

Oracle Endeca Information Discovery is a data discovery platform that guides people to better decisions on diverse and changing data. It leverages the Endeca Server, a hybrid search-analytical database that gives IT a centralized platform to rapidly deploy interactive analytic applications and keep pace with changing business requirements while maintaining information governance.

 

Oracle Endeca Information Discovery consists of the following modules:

• Rapid composition and configuration of applications, views and dashboards through Studio.

• Search, Guided Navigation™, and analytics capabilities powered by the Oracle Endeca Server.

• Comprehensive data integration options, featuring the Integrator enterprise ETL solution and the Integrator Acquisition System. Integrator provides connectors for standard structured and unstructured data sources, a comprehensive data enrichment library, and direct connectors to the Oracle Endeca Server.

 

 

 

What’s new in Oracle Endeca Information Discovery 3.0

 

 

Studio 3.0

·         Redesigned end user interface

·         New and improved components

 Data Integrator 3.0

·         Oracle BI connectivity (BI Server as a data source)

·         Native JSON reader

·         HTTP connector with OAuth support

·         Improved text enrichment and sentiment accuracy

 Endeca Server 7.5

·         Improved internationalization and localization (22 new languages added)

·         General EQL enhancements

·         Runs on Weblogic 10.3.5 11gR1

 An exciting new feature is the Business User Self-Service. Oracle Endeca Information Discovery 3.0 has made major investments to empower the business. This is achieved by providing business users with the ability to upload their personal data files into Endeca Server and create new discovery applications without the need to understand complex query languages.

 

 

 

Installation of Oracle Endeca Information Discovery 3.0

Unfortunately OEID 3.0 comes without the quick installation package. This means we have to install the Endeca Server, Studio and Integrator separately. Since the Endeca Server needs to be deployed on a Weblogic application server, we will also install the Studio on this server.

 

Required software

jRockit

·         http://www.oracle.com/technetwork/middleware/jrockit/downloads/index.html

Oracle Weblogic Server 11gR1

·         http://www.oracle.com/technetwork/middleware/weblogic/downloads/wls-for-dev-1703574.html

·         Download Weblogic 10.3.6 (Generic 1GB release)

ADF Runtime

·         http://www.oracle.com/technetwork/developer-tools/adf/downloads/index.html

·         Download Application Development Runtime version 11.1.1.6

 

 

 

Endeca Server, Studio and Integrator

1.       Sign in to https://edelivery.oracle.com/

2.       Accept the Terms & Restrictions and click Continue

3.       On the Media Pack Search page:

o   From the Select a Product Pack drop-down list, select Oracle Endeca.

o   From the Platform drop-down list, select Microsoft Windows x64 (64-bit).

o   Click Go.
 

4.       Endeca Server:

o   In the list click on Oracle Endeca Server (7.5.1.0) Media Pack for Microsoft Windows x64 (64-bit)

o   Click on the download button next to Oracle Endeca Server (7.5.1.0) for Microsoft Windows x64 (64-bit)


 

5.       Studio:

o   In the overview list click on Oracle Endeca Information Discovery Studio (3.0) Media Pack for Microsoft Windows x64 (64-bit)

o   Click on the download button next to Oracle Endeca Information Discovery Studio for Microsoft Windows x64 (64-bit) and Weblogic

6.       Integrator:

o   In the overview list click on Oracle Endeca Information Discovery Integrator (3.0) Media Pack for Microsoft Windows x64 (64-bit)

o   Click on the download button next to Oracle Endeca Information Discovery Integrator for Microsoft Windows x64 (64-bit)

 After you have downloaded all these components, you are ready to start the installation.

 

Install jRockit

To install the jRockit JDK start the setup.exe. Click <next> and fill in a valid path on the second screen. Make sure there are no spaces in it.

Click <next> twice. On the following screen you are asked if you want to install the JRE. Say Yes and click <next>. Fill in a valid path, which is different than the previous one and make sure again there are no spaces in it.

 

 Click <next>, jRockit will be installed. Click <done> once the installation is complete.

Install Weblogic Server

Start up a command prompt. Navigate to the directory with the wls1036_generic.jar in it and type the following command: <JDK Path>\bin\java –jar wls1036_generic.jar.

 

The installer will start once the extraction has reached 100%. Click <next> on the Welcome screen.

 

Select ‘Create a new Middleware Home’ and enter a valid installation path.


 

Click <next>.

 

On the next screen, click <next>.


 Click <Yes> on the pop-up.

 

 

Click <Yes> on the second pop-up.

 

 On the next pop-up, put a check at “I wish to remain uninformed…” and click <continue>.

 

 After this choose a Custom install and click <next>. On the next screen uncheck Oracle Coherence and click <next>. The jRockit JDK should be checked on the screen, click <next>.

 

On the next screen enter a path for the installation or leave the default.

 

 Click <next>. Choose not to install the node manager.

 

 Click <next>. Choose “All Users” Start Menu Folder

 

 Click <next> twice, the installation will start. After the installation uncheck “Run Quickstart” and click <done>.

 Install the ADF Runtime software

 

Start up a command prompt. Change directory to Disk1 of the unzipped downloaded software. From here we start the setup.exe with a jreLoc option: setup.exe –jreLoc <jdk dir>.

 

 

After this the installer will start, click <next> on the first screen. Choose to skip software updates and click <next>, click <next> after the prerequisite checks. On the next screen you have to enter the location of the Oracle Middleware Home. If the Weblogic Server is installed correctly, its home folder should appear in the drop down list.

 

Click <next>. On the Application Server screen Weblogic Server should already be checked, click <next>. Click <install>. After the installation click <next> and then <finish>.

 

Install the Endeca Server software

Open a command prompt and go to the Disk1 folder of the unzipped Endeca Server software directory. Start the setup with the –jreLoc option, just like we did with the installation of the ADF runtime software: setup.exe –jreLoc <jdk dir>.


 

The installer starts, click <next> on the first screen. Click <next> when the prerequisite checks are done. Select the Middleware Home in the drop down list on the next screen, leave the Oracle Home directory to the default.

 

 

Click <next>. We will not deploy the Endeca Server in secure mode so uncheck ‘YES’:

 

 

Click <next>. Click <install>, after the installation click <next> and <finish>.

 

Create a Weblogic domain for the Endeca Server

 

After the installation of the Endeca Server we will have to create a Weblogic domain for it. Open a command prompt and go to the directory: <Weblogic Middleware Home>\wlserver_10.3\common\bin. In this directory, type config.cmd.

 

 

The domain configuration wizard will start. Choose “Create a new Weblogic domain” and click <next>. Select “Oracle Endeca Server - 7.5.1.0”, “Oracle JRF” will get checked automatically.

 

 

Click <next>.


 Enter a domain name and leave the domain location as default:

 

 

Click <next>. Enter a username and password for the domain administrator on the next screen:


 Click <next>. Choose Production Mode and make sure that the jRockit JDK has been checked:

 

 

Click <next> twice and then <create>. Click <done> when the domain has been created.

 

Start the Endeca Server with the following command (make sure you are in the right directory):

 When prompted for a username and password use the credentials of the domain administrator. The server will be started up successfully if the following message appears:

 

 

From a browser start this URL: http://localhost:7001/endeca-server/ws/manage?wsdl.
Now the Endeca Server is completely installed and operational (on port 7001).

 

Create a Weblogic domain for Endeca Studio

 

We also have to create a Weblogic domain for the Endeca Studio. Start the configuration wizard the same way like we did for the Endeca Server:

 

 Select “Create a new Weblogic domain”. Click <next> and use the default basic domain configuration:

 

 Click <next>. Enter a domain name and leave the domain location as default:

 

 Click <next>. Enter a name and password for the domain administrator:

 Click <next>. Choose Production Mode and make sure the jRockit JDK is selected:

 

Click <next>. Select modify setting of the Administration Server:

 

 

Click <next>. Since we did a basic installation of the Endeca Server, it is configured on port 7001. We have to change the port of the domain on which the Endeca Studio will be running. Change the listen port:

 

Click <next> and then <create>. Click <done> when the domain has been created.

 

Deploy Endeca Studio on the Weblogic domain

 

Before we can deploy the Endeca Studio we have to make some changes to the Weblogic settings. Edit the file setDomainEnv.cmd which is found in <Weblogic Middleware Home>\user_projects\domains\<Endeca Studio Domain>\bin\.


Copy the following text and paste it in the top of the file, just after set WL_HOME.

 set JAVA_OPTIONS=-Djavax.xml.transform.TransformerFactory=com.sun.org.apache.xalan.internal.xsltc.trax.TransformerFactoryImpl -Djavax.xml.parsers.DocumentBuilderFactory=com.sun.org.apache.xerces.internal.jaxp.DocumentBuilderFactoryImpl -Djavax.xml.parsers.SAXParserFactory=com.sun.org.apache.xerces.internal.jaxp.SAXParserFactoryImpl

 

 

In the same file update the following memory arguments:

  •          Set WLS_MEM_ARGS_64BIT=-Xms256m -Xmx512m à set WLS_MEM_ARGS_64BIT=-Xms256m –Xmx1024m (2 times)
  •          set MEM_MAX_PERM_SIZE_64BIT=-XX:MaxPermSize=256m à set MEM_MAX_PERM_SIZE_64BIT=-XX:MaxPermSize=512m

Save the file.

After unzipping the Studio package from edelivery you’ll see the following files:

 

Copy portal-ext.properties and endeca-portal-weblogic-3.0.10089.ear to <Weblogic Middleware Home>\user_projects\domains.

 

In this directory create the following directories: data, deploy and weblogic-deploy. The directory will look like:

 

 

Now we are ready to deploy the Endeca Studio onto the Weblogic domain.

 

Start the Endeca Studio with the following command (make sure you are in the right directory):

 

 

Enter the username and password for the administrator account:

 

 

The Endeca Studio started up successfully when the following message appears:

 

 

Next open a browser and go to URL: http://localhost:<port number>/console. On the login-screen, fill in the administrator username and password and click <login>.

 

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. Select it and click <next>:

Leave the defaults and click <next>. Again leave the defaults and click <next>. Click <finish>.

When the deployment is finished click on <Activate Changes>:

When all went well a message appears that no restart is necessary:

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:

Click <yes> on the next screen. When the deployment screen returns and the State has changed to Active, you can check the URL: http://localhost:<port number>:

You can login with the username admin@oracle.com and password Welcome123. That was the install of the Endeca Studio.

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.  Double click the file EID_3.0_Integrator.exe.

Click <next> twice and then enter a valid installation path:

Click <next> twice and after the installation click <finish>.

That was the Integrator install.

All done!

This is it for the first part of our series. In this article we’ve successfully installed the Endeca Server, Endeca Studio and Integrator. In the next post we will deploy the getting started project into the server and studio. Stay tuned!

 

VT/JUVO