EID 3.0 GettingStarted

8/12/2019 EID 3.0 GettingStarted

1/29

Oracle Endeca Information Discovery

Getting Started Guide

Version 3.0.0 March 2013


2/29

Copyright and disclaimer

Copyright 2003, 2013, Oracle and/or its affiliates. All rights reserved.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of

their respective owners. UNIX is a registered trademark of The Open Group.

This software and related documentation are provided under a license agreement containing restrictions on

use and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,

transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, is

prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If

you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on

behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,

any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-

specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of theprograms, including any operating system, integrated software, any programs installed on the hardware,

and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. Noother rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. Itis not developed or intended for use in any inherently dangerous applications, including applications that maycreate a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall

be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safeuse. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software

or hardware in dangerous applications.

This software or hardware and documentation may provide access to or information on content, products and

services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaimall warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and

its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use ofthird-party content, products, or services.

Oracle Endeca Information Discovery : Getting Started Guide Version 3.0.0 March 2013


3/29

Table of Contents

Copyright and disclaimer ..........................................................ii

Preface .........................................................................ivAbout this guide ................................................................iv

Contacting Oracle Customer Support ................................................. iv

Chapter 1: About Oracle Endeca Information Discovery ................................1Overview of Oracle Endeca Information Discovery .......................................1

About the Getting Started application .................................................2

Chapter 2: Downloading the Getting Started application ................................3

Before you begin ................................................................ 3Downloading the Getting Started application ............................................ 4

Chapter 3: Provisioning the Getting Started Application ................................5Loading the Getting Started data ....................................................5

Starting Integrator ...........................................................5

Loading the Getting Started data pipeline ..........................................6

Running the pipeline project .................................................... 9

Starting Studio and importing the Getting Started application ...............................12

Starting Studio ............................................................12

Connecting to the Getting Started data source .....................................13

Creating an empty application .................................................14

Importing the Getting Started application .........................................15

Chapter 4: Exploring the Getting Started Application .................................17About the Getting Started application ................................................17

Navigating to the Getting Started application ........................................... 17

Overview of the Getting Started application pages....................................... 19

Chapter 5: Next Steps ............................................................22Obtaining more information .......................................................22

Uninstalling Oracle Endeca Information Discovery ....................................... 24



4/29

Preface

Oracle Endeca Information Discovery Studio is an enterprise data discovery platform for advanced, yetintuitive, exploration and analysis of complex and varied data.

Information is loaded from disparate source systems and stored in a faceted data model that dynamicallysupports changing data. This integrated and enriched data is made available for search, discovery, and

analysis via interactive and configurable applications. Oracle Information Discovery Studio includes aProvisioning Service that allows you to upload data directly from spreadsheet files.

Oracle Endeca Information Discovery Studio enables an iterative model-as-you-go approach thatsimultaneously frees IT from the burdens of traditional data modeling and supports the broad exploration and

analysis needs of business users.

About this guide

This guide discusses how to get a sample Oracle Endeca Information Discovery application up and running ina short period of time.

Assuming you have already installed the Information Discovery modules on a single Windows machine, it thenwalks you through loading the sample data, provisioning the Getting Started application, and exploring it in

Studio.

Contacting Oracle Customer Support

Oracle Customer Support provides registered users with important information regarding Oracle software,implementation questions, product and solution help, as well as overall news and updates from Oracle.

You can contact Oracle Customer Support through Oracle's Support portal, My Oracle Support at

https://support.oracle.com.

https://support.oracle.com/https://support.oracle.com/


5/29

Chapter 1

About Oracle Endeca Information Discovery

Before you install the Getting Started application, here is an overview of the Oracle Endeca InformationDiscovery platform.

Overview of Oracle Endeca Information Discovery

About the Getting Started application

Overview of Oracle Endeca Information DiscoveryOracle 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 ITa centralized platform to rapidly deploy interactive analytic applications and keep pace with changing businessrequirements while maintaining information governance.

Oracle Endeca Information Discovery consists of the following modules:

Rapid composition and configuration of applications, views and dashboards throughStudio.

Search, Guided Navigation, and analytics capabilities powered by theOracle Endeca Server.

Comprehensive data integration options, featuring the Integratorenterprise ETL solution and the

Integrator Acquisition System. Integrator provides connectors for standard structured and unstructureddata sources, a comprehensive data enrichment library, and direct connectors to the Oracle Endeca

Server.

Note:Oracle Endeca Server follows a different versioning scheme than Integrator and Studio. Version3.0 of Oracle Endeca Information Discovery Studio and Integrator works with version 7.5.x of OracleEndeca Server.



6/29

About Oracle Endeca Information Discovery 2


The Getting Started application demonstrates Information Discovery in action, using sales and product datafrom a fictitious bicycle manufacturer. You can use the Getting Started application to investigate data and

discover new insights.



7/29

Chapter 2

Downloading the Getting Startedapplication

This section describes how to download the Getting Started application files.

Before you begin

Downloading the Getting Started application

Before you beginBefore downloading and installing the Getting Started application, you must install Oracle Endeca InformationDiscovery.

The following components are required to run the Getting Started application:

Oracle Endeca Server

Note: Endeca Server should be installed on a single node, and not in a cluster.

Oracle Endeca Information Discovery Integrator

Oracle Endeca Information Discovery Studio

Note: While you can install any of the Studio packages, this guide assumes you are using theStudio Tomcat bundle for Windows.

The following components of Information Discovery are not required to run the Getting Started application:

Provisioning Service

Integrator Server

Integrator Acquisition System (IAS)

You can download the Oracle Endeca Information Discovery 3.0.0 components from the Oracle SoftwareCloud https://edelivery.oracle.com. For information about installing Oracle Endeca components, see

the corresponding installation guides:

Oracle Endeca Server Installation Guide

Oracle Endeca Information Discovery Integrator Installation Guide

Oracle Endeca Information Discovery Studio Installation Guide

Important: This installation procedure assumes you are working off a 64-bit, dual-core Windowsmachine with administrator privileges that has never had Oracle Endeca Information Discoveryinstalled on it. (For detailed information on supported hardware and operating systems, see the

installation guides listed above.)



8/29

Downloading the Getting Started application 4

If you have a previous version of Oracle Endeca Information Discovery installed on your machine,then before beginning this procedure, you need to uninstall it and delete any related directories.

If you install the Studio Tomcat bundle for Windows, the installer sets your CATALINA_HOME environment

variable to point to the Apache Tomcat server that is included with Studio. It overwrites any previous value setfor this variable. If you have an existing value set for this variable, you should consider backing it up before

installing Oracle Endeca Information Discovery.

The Endeca Server must be started before loading the Getting Started application. Because the Endeca

Server package is installed in the WebLogic Server, you use the WebLogic Server's Administration Console tomanage the Endeca Server application. When you start the WebLogic Server in which the Endeca Serverapplication is deployed, it automatically starts the Endeca Server application.

It is not required that you install Oracle Endeca Information Discovery in secure mode in order to run the

Getting Started application. However, production systems and applications should always be based on asecure version of Oracle Endeca Information Discovery.

Downloading the Getting Started application

The Getting Started package consists of a data pipeline processed by Integrator, a LAR file used by Studio,

and this guide.

To download the Getting Started package:

1. Download theOracle Endeca Information Discovery Sample Application (3.0) for MicrosoftWindows x64 (64-bit).

The downloaded file, EID30_SampleApp.zip, contains:

EID_3.0_SamplePipeline.zip The Integrator data pipeline for the sample application.

EID_3.0_SampleApp.lar The sample application for Studio.

EID_3.0_GettingStarted.pdf A copy of thisGetting Started Guide.

2. Extract the files from EID30_SampleApp.zip to a temporary directory.



9/29

Chapter 3

Provisioning the Getting StartedApplication

To provision the Getting Started, you run the Integrator Getting Started project pipeline to create an Endeca

data source, then load the sample application into Studio.

Loading the Getting Started data

Starting Studio and importing the Getting Started application


You import and load the Getting Started application data using Integrator.

Starting Studio and importing the Getting Started application

Starting Integrator

Loading the Getting Started data pipeline

Running the pipeline project

Starting Integrator

In order to run the Getting Started project pipeline, you must launch Integrator.

To start Integrator:

1. ChooseStart> All Programs>Oracle Endeca Information Discovery 3.0.0> Integrator.

The Integrator splash screen displays first, followed by the Workspace Launcherdialog box.

2. ClickOK to accept the default workspace location or clickBrowse to select another location.

Note:The workspace is the folder in which Integrator stores all your project files. If you wantto use the same folder each time you run Integrator, check Use this as the default and donot ask againbefore clickingOK.

3. The first time you launch Integrator, the Welcome screen displays, as pictured. ClickStart usingIntegrator.



10/29

Provisioning the Getting Started Application 6

Note:If you want to return to this Welcome screen at any point while you are in the Integratorworkspace, chooseHelp> Welcome.

Loading the Getting Started data pipeline

Next, you import the Getting Started data pipeline into Integrator.

The Getting Started data pipeline is contained in the EID_3.0_SamplePipeline.zip, which is part of the

EID30_SampleApp.zip that you downloaded.

To import the Getting Started data pipeline:

1. ClickFile>Importto open the Importwizard.

2. In theSelectscreen, open the Clover ETL folder, selectImport external Clover ETL projects, andclickNext.



11/29


3. In theImport Projects screen, chooseSelect archive fileand navigate to theEID_3.0_SamplePipeline.zip file.

The Getting Started project appears in the Projectslist.



12/29


4. ClickFinish.



13/29


The Getting Started project now appears in the Integrator Navigator.

Running the pipeline project

This topic discusses how to run the pipeline for the Getting Started application.

Important: Endeca Server must be running in order to process the pipeline. For details, see theOracle Endeca Server Administrator's Guide.

To run the pipeline project:

1. In the Navigator, navigate to theGettingStarted>graphfolder.



14/29


2. Double-click Baseline.grfto launch it.



15/29


3. Make sure Baseline.grfis open in Integrator, as pictured, and that the GettingStartedproject

appears in theNavigatorpane.

4. Click anywhere in the Baseline graph's gray box to give it focus (indicated by a black line around the

box), then clickRun .

Integrator processes Baseline.grf, which initializes a new, empty Endeca data domain instance

(named GettingStarted) and loads the data and configuration for the Getting Started application.

This step will take several minutes. You can monitor the graph's progress in the Console(located atthe bottom of the workspace). It issues an Execution of graph successfulmessage when

finished.

5. When the graph processing completes, exit Integrator.



16/29


Starting Studio and importing the Getting Startedapplication

Now that the data and configuration is loaded into your Getting Started data store, you can run Studio and

import the Getting Started application.


Starting Studio

Connecting to the Getting Started data source

Creating an empty application

Importing the Getting Started application

Starting Studio

Before you can explore the sample application, you must start the Studio server and log in to Studio.

Important: The StudioChartcomponent requires Adobe Flash Player 10.x. If you do not alreadyhave Flash Player installed on your machine, you will need to download it from

http://get.adobe.com/flashplayerand install it before using Studio.

Note:This procedure assumes you installed the Studio Tomcat bundle.

To start Studio:

1. To start the portal's Tomcat instance, run endeca-portal\tomcat-6.0.36\bin\startup.bat.

A command window opens, displaying log messages for the server start-up process. This processtakes several minutes to complete. When the server is started, you will see a message similar to this:

org.apache.catalina.startup.Catalina start

INFO: Server startup in xxxxx ms


Important: Do not close the Tomcat command window at any point while you are usingStudio.

2. Once the server is started, open a browser and go to http://localhost:8080.

The Studio login page opens in the browser window.

3. Log in to Studio using the default login and password:

Email Address: [email protected]

Password: Welcome123

You are immediately prompted to change the password upon first use. The new password mustcontain:

At least 6 characters

Oracle Endeca Information Discovery : Getting Started Guide
http://get.adobe.com/flashplayerhttp://get.adobe.com/flashplayer


17/29


At least one non-alphabetic characterStudio opens theDiscovery Applicationspage:

Connecting to the Getting Started data source

Next, you connect to the Getting Started data source that was created when you ran the baseline graph in

Integrator.

To connect to the Getting Started data source:

1. From the Studio menu, chooseControl Panel.

2. In theControl Panel menu, in theInformation Discovery section, click Data Sources.

3. In the default data source, clickEdit.

4. In theData Source Definition dialog box, edit the JSON file as follows and click Save:{

"dataDomainName": "GettingStarted",

"name": "GettingStarted",

"port": "7001",

"server": "localhost"

}


5. ClickBack to Hometo return to the Discovery Applications page.

Oracle Endeca Information Discovery : Getting Started Guide


18/29


Creating an empty application

Next, you create an empty Studio application, into which you can import the Getting Started project.

To create an empty Getting Started application:

1. In theDiscovery Applications page, clickNew Application.

This opens theNew Discovery Application page.

2. In theApplication nametext box, typeGettingStarted.

3. Leave the application description blank.

4. In theData sourcedropdown list, choose GettingStarted.

5. ClickCreate Application.

6. In theNew Discovery Application page, clickGo to Application.



19/29


An initial view of theGettingStartedapplication opens. However, before you can start using it, youmust import the sample project LAR file.

Importing the Getting Started applicationBefore you can begin exploring the Getting Started application, you must load it into Studio.

To import the Getting Started application:

1. From the Studio menu, chooseControl Panel.

2. On theControl Panel, in thePortalmenu, click Applications.

3. On the Applicationspage, for GettingStarted, clickActions, and then clickManage Pages.

4. Click Export/Import.

5. ClickImportand do the following:



20/29


(a) In theImport a LAR file to overwrite the selected data field, browse to the GettingStarted LARfile you downloaded.

(b) In theWhat would you like to import? section, accept the default settings, and then clickImport.

Upon completion, you will see a success message.

6. ClickBack to GettingStarted.

7. In theDiscovery Applications page, clickGettingStarted.

The full Getting Started application, containing three new pages (Sales Overview,Resellers, and

Products) is now available.



21/29

Chapter 4

Exploring the Getting Started Application

Now that you have loaded the Getting Started application, you can explore it in Studio.


Navigating to the Getting Started application

Overview of the Getting Started application pages

About the Getting Started applicationThe Getting Started application demonstrates Studio in action, using sales and product data from a fictitious

bicycle manufacturer.

Customers can rapidly and iteratively deploy applications similar to the Getting Started application,

incorporating data from multiple disparate sources into easily consumable, interactive, online experiences.

Featuring familiar visualizations, such as charts, tag clouds, and tables, in addition to its patented search andGuided Navigation technology, Studio provides visibility and better decision-making capabilities to a broadrange of business users.

To experience Studio, use the Getting Started application to analyze the performance of resellers andproducts across a wide variety of dimensional attributes.

Navigating to the Getting Started application

You launch the Getting Started application from theDiscovery Applications page.

To display the Getting Started application:

1. Launch Studio.

2. In theCommunity Applicationssection, click Getting Started.



22/29

Exploring the Getting Started Application 18

The Getting Started application is displayed.



23/29


Overview of the Getting Started application pages

The pages in the Getting Started application all use the same sales and product data from a fictitious bicyclemanufacturer. Each page focuses on a different aspect of the data.

TheSales Overviewpage provides a dashboard to view and explore overall sales figures.



24/29


TheResellerspage provides details associated with the resellers for the sales transactions, and includes amap of the reseller locations.



25/29


TheProductspage allows users to view and explore the sales records in the context of the products thatwere sold.



26/29

Chapter 5

Next Steps

After you explore the Getting Started application, here are the next steps you can take with Oracle EndecaInformation Discovery.

Obtaining more information

Uninstalling Oracle Endeca Information Discovery

Obtaining more informationHere are some additional resources that can help you be successful with Oracle Endeca Information

Discovery.

This guide walked you through a basic scenario and does not account for possible differences that you may

have in your real staging environment, such as alternate platforms, additional system requirements, or specificuse cases for loading data.

Depending on your role in the deployment process, you should consult the following guides to find morespecific in-depth information:

If you are... See this guide...

Any user who needs to learn more TheOracle Endeca Information Discovery Glossarycontainsabout terminology related to Oracle definitions for related modules, concepts, and terms.Endeca Information Discovery

Studio, Oracle Endeca InformationDiscovery Integrator, or Oracle

Endeca Server

An administrator who needs to The following installation guides contain platform support informationinstall Oracle Endeca Information and detailed installation instructions for all currently supported

Discovery, or learn about system installation environments:requirements or platform support




Oracle Endeca Information Discovery Integrator Acquisition

System Installation Guide



27/29

Next Steps 23


An administrator who needs to know TheOracle Endeca Server Administrator's Guideprovides information

how to administer and maintain about various administrative tasks associated with the Oracle Endeca

Oracle Endeca Server and Oracle Server.Endeca Information Discovery

TheOracle Endeca Server Cluster Guideprovides information aboutStudio

using the Endeca Server cluster for hosting one or more datadomains.

TheOracle Endeca Information Discovery Studio Administration and

Customization Guideprovides information about administrative tasksassociated with Studio.

TheOracle Endeca Information Discovery Studio ProvisioningService Administration Guideprovides information about

administrative tasks associated with the Provisioning Service.

An administrator who needs to The following guides contain security information:secure Oracle Endeca Information

Oracle Endeca Server Security GuideDiscovery.

Oracle Endeca Information Discovery Integrator Security Guide

Oracle Endeca Information Discovery Studio Security Guide

Important: While security is not required by this sampleapplication, in real-world scenarios, Oracle recommends thatyou install and run Oracle Endeca Information Discovery

securely.

An ETL developer or data architect TheOracle Endeca Information Discovery Integrator User's Guide

who needs to load data into Oracle describes how to load data.

Endeca Server In addition, theOracle Endeca Server Data Loading Guidedescribes

the Data Ingest Web Service API used by Integrator.

A developer who needs to know TheOracle Endeca Server Developer's Guidedescribes the core

about features of the Oracle Endeca features of the Oracle Endeca Server that you can access viaServer such as search, refinements, applications built with Studio.

search interfaces, or thesaurusIt covers basic concepts, working with records and attributes, andsearch configuration.

An application developer who needs TheOracle Endeca Information Discovery Studio User's Guideto configure the behavior of various describes how to configure the Studio framework and components.components in Studio

A developer who needs to know TheOracle Endeca Server Developer's Guidedescribes the Oracleabout the APIs for the Oracle Endeca Server Web Services used by Studio.

Endeca ServerIn addition, see theAPI Reference for information about Webservices and schemas that are packaged with the Oracle EndecaServer. It is located in the doc/wsdland doc/xsddirectories of the

Oracle Endeca Server installation.



28/29

Next Steps 24


A developer who needs to know TheOracle Endeca Information Discovery Studio Administration and

how to extend Studio Customization Guideprovides information on how to extend Studio.

For additional information about extending Information Discovery

Studio, see the Studio Javadoc, which is packaged with the rest ofthe Studio documentation.

To access the Oracle Endeca Information Discovery documentation, go to the Oracle documentation library.

User Forums

The Oracle forums include an Information Discovery forum. You can use this forum to post questions and view

information from other users and experts.

You should also visit the OTN (Oracle Technology Network) Product Page:

http://www.oracle.com/technetwork/middleware/endeca/overview. This page contains other useful content forsomeone getting up to speed, including videos and best practices.

Education and Training

Oracle offers training courses on configuring and using Oracle Endeca Information Discovery.

For information on available courses, see the Oracle University site.

Uninstalling Oracle Endeca Information Discovery

After you have finished exploring the Oracle Endeca Information Discovery suite of modules, you may want to

uninstall the product from your local machine.

For information about uninstalling Oracle Endeca components, see the corresponding installation guide:




Note that it is possible for Studio to create temporary files with extra-long names. The uninstaller may not beable to completely delete Studio's tomcat-\tempfolder. If this happens, you can manually

delete the Oracleroot folder.

http://www.oracle.com/technetwork/indexes/documentation/index.htmlhttps://forums.oracle.com/forums/category.jspa?categoryID=513http://www.oracle.com/technetwork/middleware/endeca/overviewhttp://www.oracle.com/us/education/http://www.oracle.com/us/education/http://www.oracle.com/technetwork/middleware/endeca/overviewhttps://forums.oracle.com/forums/category.jspa?categoryID=513http://www.oracle.com/technetwork/indexes/documentation/index.html


29/29

Index

running the Getting Started project 9B starting 5before you begin 3

LC

loadingconnecting to the Getting Started data source 13 the Getting Started data 6creating an empty application in Studio 14

OD Oracle Endeca Information Discovery

data source about 1connecting 13 installing 3

obtaining more information 22downloading the Getting Started package 4uninstalling 24

Oracle Endeca ServerG obtaining more information 22Getting Started application

about 17 Pdisplaying 17loading into Studio 15 prerequisites to running the Getting Startedoverview 2 application 3overview of the application pages 19

Getting Started data Sloading 6

startingGetting Started Integrator project, running the Integrator 5pipeline 9 Studio 12

StudioI creating an empty application 14

loading the Getting Started application 15importing the sample application 15 obtaining more information 22Information Discovery starting 12

installing 3

installing Uthe Information Discovery software 3uninstalling Oracle Endeca Information Discovery 24Integrator

obtaining more information 22

Documents

EID 3.0 GettingStarted