E-Business Suite Extensions

for Oracle Endeca: Technical

Considerations
Muhannad Obeidat
Anurag Malik
Matthew Halliday

Oracle
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The following is intended to outline our general product
direction. It is intended for information purposes only, and
may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing decision.
The development, release, and timing of any features or
functionality described for Oracles products remains at the
sole discretion of Oracle.
Safe Harbor Statement
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Overview

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HALF MY
WASTED!
Again!
MORNING
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2
5
0
1
0
Searchi
ng
Hours
USEFUL
PERCENT
SALARY
SPEND
PERCENT
4
2
WRONG
DATA
PERCENT
ADMIT USING
Source: Butler Group Report & Accenture Survey

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Information-
Driven
Business
PRIORITIZE
RESOLVE MEASURE
IDENTIFY
REQUIREMENTS
Need to Transform Business To
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Available Today
Projects
Discrete
Manufacturing
Order
Management
Enterprise
Asset
Management

iProcurement
Inventory


Process
Manufacturing
Outsourced
Manufacturing
Cost
Management
Learning
Management
Install
Base
Depot
Repair
Field
Service
iRecruitment
Channel
Revenue
Management
Warehouse
Management

Receivables
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EBS APPLICATIONS EBS ENDECA
$
PO
WO
SO
$
PO

EBS DATABASE
Enabling Information Driven Business
Accessing Data In Real Time
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Integration with EBS

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Oracle HW, Other HW, or Virtual Machines
EBS Middle Tier
Server or VM
EBS Database
Server or VM
EBS Endeca
Server or VM
EBS Endeca Applications

(Incremental Refresh)
Results
Results
Transactions
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Oracle HW, Other HW, or Virtual Machines
Same MT Server
EBS Middle Tier
Server or VM
EBS Database
Server or VM
EBS Endeca
EBS Endeca Applications
Incremental Refresh
Results
Results
Transactions
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STUDIO SERVER
MDX SERVER INTEGRATOR EBS VIEWS
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Oracle Endeca Information Discovery
Integration Suite
Studio

Interactive Business Discovery
Create and Share Apps
Endeca Server

Hybrid Search/Analytical Database
Flexible Data Model
Integration Suite

Data Integration and Enrichment
Structured and Unstructured
Integration Suite
Lightweight ETL with native Endeca
Server connectivity
Java SDK for extensibility easily
connect to additional data feeds and
APIs
Modules for unstructured data:
Text Enrichment
Sentiment Analysis
Content Management System Connectors
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Oracle Endeca Information Discovery Integrator Server
Provides enterprise class platform for
executing ingest workflow at scale
Runs on Weblogic
Contains single tuned Engine for
executing all ingest streams (or graphs)
Provides mechanism to schedule and
monitor ingest graphs
Allows graphs to be started via HTTP
Provides security and administration
features
Offers a sandbox for each OEID project
(or EBS Endeca App)
Typically one project per Data Domain


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Oracle Endeca Information Discovery
Endeca Server
Studio

Interactive Business Discovery
Create and Share Apps
Endeca Server

Hybrid Search/Analytical Database
Flexible Data Model
Integration Suite

Data Integration and Enrichment
Structured and Unstructured
Oracle Endeca Server
Hybrid search/analytical database
Search, navigation, and analytics on
diverse, changing information
Designed for Discovery
Flexible data model
Columnar storage
In-memory analytics

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Oracle Endeca Information Discovery Data Domain
Columnar Record Store
Schema-less, self-describing
records
Denormalized records
Collection of attributes, Key
Value Pairs
Some attributes are navigable
Some attributes are searchable
Different entities introduced
through record-types concept
EBS Endeca Apps has a
different Data Domain for each
app

Vendors
Contracts Payments
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Oracle Endeca Information Discovery
Studio
Studio

Interactive Business Discovery
Create and Share Apps
Endeca Server

Hybrid Search/Analytical Database
Flexible Data Model
Integration Suite

Data Integration and Enrichment
Structured and Unstructured
Studio
Interactive, visual discovery
environment
Drag-and-drop configuration
Full-featured component library
Based on best practice UI design
patterns
Built on Java portal technology
standards
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Endecas Unique User Experience
Interactive Data Exploration and Analysis
Advanced Search
Search across all data
Dynamic typeahead
Automatic spell correction
Unlocks unstructured data
Visual Analysis
Charts, crosstabs, key metrics
Geospatial visualization
Tag clouds
Contextual Navigation
Data-Driven. Freely browse data without
predefined paths or writing queries
Interactive. Shows only valid next steps
Easy to Use. Familiar online experience
+ +
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UI and Security Integration
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E-Business Suite
Security
E-BUSINESS SUITE EXTENSIONS FOR ENDECA
Security
Navigation
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E-Business Suite with Embedded Endeca Content

Authentication
Fully Integrated with EBS Security
No need for extra setup
No SSO setup required
Authorization
UI is secured by FND function
security
Flexibility in granting access to
Endeca content
EBS data security is enforced
UI Integration
Out-of-the-box UI Integration
Embedded experience
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OA Integration
Ability to drill down to an OA page in context
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Forms Integration
Ability to drill down to EBS forms in context

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Data Integration
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EBS Endeca Views
Each Extension module delivers views installed on the EBS database
Optimized to minimize impact on EBS during data load
Each row represents a record to be loaded to a data domain
Last update date attribute allows ETL to detect changes since prior load
Security-related attributes ensure that data a user sees in Endeca UI
honors the same data security as EBS transaction screens (e.g.,
responsibility, org id, inventory id)







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Full Load
Reset data domain
Wipe out metadata
Wipe out data
Load attribute configuration and associated metadata
Load application data from EBS views (with any app specific filters)
Hint: Full load to an offline machine
Avoid data domain being inaccessible for an extended period

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Incremental Load
Loads application data created/updated since previous load, filtering rows
where eid_last_update_date >= (last successful ETL DateTime) and
eid_last_update_date < (DateTime of Current Run)
Does not affect metadata

Last successful
load
Current
load
Load Failed
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Running ETL
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Data Synchronization
Tradeoffs in determining how often to run an Incremental Refresh
More often means more impact on EBS production system
Less often means a longer lag time before updates are reflected in Endeca
screens
Example of where you might want a short refresh interval:
Orders in Order Management Extension (transactional data)
Example of where you might tolerate a longer refresh interval:
Inventory items in Inventory Management Extension (reference data)
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Running ETL
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Personalization
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Endeca UI Personalization


Define FND function
Grant access to FND function
Personalize OA UI

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Define FND Function
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Grant FND Function
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Personalize OA Page
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Display
Names
Metrics
Tag Clouds
Charts
Endeca UI Content Modification
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Start Integrator and click on File-New-
CloverETL Server Project
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Taking backup of the Sandbox

Clicking on this icon will download Sandbox zip
file. In this case all the ETL files for OM is zipped
into one zip file and downloaded
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Installation
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D
FAST Deployment
ONE
DAY
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Prerequisites and BOM












Components and Versions
Linux 5/6 64 bit
EID Components: Server 7.5.1, Studio 3.0, Integrator 3.3.0.36

Weblogic Server 10.3, Oracle Express DB
EBS Product Family Patches
V4 is available for EBS 12.1.3 and 12.2.2
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Sizing and Capacity Planning for Endeca Instance
Sizing depends on multiple factors
Total number of named and active users
Number of extensions implemented
Data set size across different data domains
Frequency of incremental loads
Endeca Load Types
Load from full and incremental ETLs on EBS DB
Online user activity on Endeca tier side both Sever and Studio
Technology requires sufficient memory and CPU to function optimally

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Setup Process


Step 1
Step 2
Step 3
Endeca Tier
Download
QuickInstall
Run QI Endeca
Phase
Validate Setup
Apply Patches
Configure Proxy
EBS Tier
Setup RBAC
Validate Endeca
Content in EBS
Integrate EID with
EBS (EBS Phase)
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QuickInstall - Pre-Configured Template
Integrator
Server
Endeca
Server
Studio

iProc. Graph


HCM Graph


N Graph

Data
Domain
iProc.
Data
Domain
HCM
Data
Domain
N
iProc
Application
iProc Data
Source
HCM
Application
N Application
HCM Data
Source
N Data Source
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WLS Directory Structure
domains
FMW_HOME
user_projects
endeca_domain - Admin Server - 7002
EndecaManagedServer - 7001
StudioManagedServer - 7004
integrator_domain - Admin Server - 7005
CloverManagedServer - 7006
Sandboxes
portal-ext.properties
data/endeca-data-sources/*json Files
wlserver_10.3
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EBS Integration
DB Issues:
Ensure TWO_TASK variable
shouldnt be set
LD_BIND_NOW should be set
to 1
DB owner should be part to
DBA group
Ensure sufficient privileges on
/var/tmp/.oracle directory to
avoid listener startup issues
Endeca Data Sources
Data source validation fails with
message definition successful,
unable to connect
Ensure endeca-server and
data domain is up
Check data domain log under
/u01/Oracle/Endeca/Server/7.5
.1/endeca-server/logs/<data-
domain>.out
If the error is Invalid Time
Zone, configure the system
timezone to use a location
based format instead of an
area/ocean format
Backing DB
Setup Gotchas
Endeca tier should be on same
domain as EBS
Need to enable proxy and rewrite
modules on EBS Apache
Apps password is stored in WLS
datasource store. Need to be
updated if changed
EBS cookie name for
EBS_APPSERVER_ID
FND_SESSION_MANAGEM
ENT.getsessioncookiename()



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Lifecycle Management
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Lifecycle Management Support - 12.1.3.4
Component MOS Doc ID
Installation 1562372.1
Globalization 1562374.1
Advanced Configurations (SSL, DMZ) 1562608.1
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Patching
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QuickPatch - Applying Patches

adpatch
EBS/ENDECA
Artifacts
APPL_TOP
CRM
PRC
PRJ
SCM
HCM
FIN
EBS
12.1.3.4/12.2.2+
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Creating Payload.zip

APPL_TOP
CRM
PRC
PRJ
SCM
HCM
FIN
EBS
CreatePayload.sh
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Patch Endeca Artifacts

ETL Graphs
Studio Pages (LARs)
Data Source
Security Jars
Auto Login Filter
FND EID Extensions
ICX EID Extensions
Payload.zip
PatchEID.sh*
Integrator Server
Studio
Endeca Information Discovery
(EID)
FND Common Extensions
* EID patches are applied through EBS
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Backup
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Full Cycle- export, import and recover



Export Data Domain
Import Data Domain
Recover Data Domain
Exported
Data Domain
Offline Directory
Generate
Configure
File
Stamp Restore Date
Restore
Endeca Server
Exported
Data Domain
FND_EID_AUDIT_TRAIL
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Backup and Restore of Data Domains
Export utility as part of QuickInstall
export.sh script
Backups one domain or all domains
Stores data domain backup in offline directory
Creates a configuration file to capture details on backup
restore_date
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Backup and Restore of Data Domains
Import utility as part of QuickInstall
import.sh script
Imports one domain or all domains
Restores the domain from backup based on name
Optionally, restoration of backup and audit table update through recover.sh
restore_date
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Backup and Restore of Data Domains
recover.sh script
Can be used manually
Uses restore_date exported with data domain
Takes care of updating audit tables
Used for specific data domain or all data domains
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Cloning
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Cloning
Build one master template, create multiple copies
Can be used to clone production into development and testing
Handles cloning all components
All binaries including integrator, server, studio and backing DB
Data domains

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Cloning
Master Environment
Export all data domains
Delete all data domains
Shutdown all services including XE DB
Package Endeca directories (app, diag, Oracle)


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Cloning
Target Environment
Extract the package in destination target
Start Endeca server and Endeca managed server
Import data domains
Start up XE database
Start up Integrator and the Studio
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Load Balancing and High
Availability
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Reference Implementation
Studio Studio Studio
Balancer
Balancer
Clover Clover Clover
Balancer Shared
Sandboxes
QI Leader QI Follower QI Follower
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Server 1
wip-dwo
Leader
icx-iproc
Leader
eam
Leader
Endeca Server Cluster Topology
Server 2
wip-dwo
Follower1
icx-iproc
Follower1
eam
Follower1
Server 3
wip-dwo
Follower2
icx-iproc
Follower2
eam
Follower2
Server X
wip-dwo
FollowerX
icx-iproc
FollowerX
eam
FollowerX
Cluster coordinator is optional after three but must be on an odd number of clusters.
+ CC + CC + CC [ + CC ]
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Endeca Studio Cluster Topology
Studio Studio Studio
Load Balancer
Sticky Session
Routing
Synchronized Caching
Shared Database
Studio Database
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Integrator Server Cluster Topology
Server 1
CloverETL
Server 2
CloverETL
Server N
CloverETL
Shared Sandboxes
Shared Sandboxes
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Migrate Endeca Schemas to EBS DB
Export schemas from XE DB for ebs_eid_integrator and
ebs_eid_studio
Import into a RAC enabled DB, ideally your EBS DB
Reduces maintenance activities as it eliminates need for Oracle
Express DB on Endeca tier
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Monitoring and Diagnostics
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Server & Application Logs
domains
FMW_HOME (/u01/Oracle/Middleware)
user_projects
endeca_domain
bin
eid-studio.log
integrator_domain
bin
clover_temp_dir
wlserver_10.3
domain.log, endeca.log, studio.log
EndecaServer

logs *.out
domain.log, clover.log
cloverlogs
-- Server Logs

-- Application Logs
graph *.log
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Monitoring Data Domain
URL to monitor data domain and expose statistics
General URL pattern per data domain
http://[host]:[port]/endeca-server/admin/[data_domain_name]?op=stats
Covers multiple areas including
Performance
Caching
Indexing

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Monitoring Data Domain

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Multi-Language Support
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V4 Broader Language Support
Endeca Server 7.5.1
Language sensitive search support for 22 languages:
European: English, Czech, Dutch, French, German, Greek,
Hungarian, Italian, Polish, Portuguese, Romanian, Russian,
Spanish, Swedish, Thai, Turkish, Catalan
BiDi: Hebrew
Asian: Japanese, Korean, Simplified Chinese, Traditional
Chinese
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V4 Multi Language Support


US
US
FR
FR GER
JA
JA
GER
.
QI for English Language QI for French Language QI for German Language QI for Japanese Language
E-Business Suite
Database
One Data Domain, One Studio community per language
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Additional Resources
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Youtube Channel
http://www.youtube.com/user/OracleEBSdemos/featured
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EBS-Endeca Linkedin Group
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QuickInstall - Download

Oracle E-Business Suite
Extensions for Oracle Endeca
Media Pack for Linux x86,
Release 12.1.3.4 (aru
16672160)
Oracle E-Business Suite
Extensions for Oracle Endeca
Server Quick Install for Linux
x86-64
https://edelivery.oracle.com
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Setup Documentation

Setup & configuration steps,
reference information
Endeca UI
Access control
Profile options
Full & incremental loads
ETL Views

http://download.oracle.com/docs/cd/E18727_01/index.htm
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Online Training
How to Implement and Use EBS Extensions for Oracle Endeca

My Oracle Support:
Transfer of Information (TOI) Online Training
Links* > Tools and Training > E-Business Suite > Release 12.1 Info Center
(Doc ID: 807319.1 )
* To access Links, on the Knowledge tab choose Customize Page and drag Links onto the page
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Logging SRs

Log SRs with your OPN
Membership CSI
Install / Upgrade Issues:
10240
Other Issues: Related
product id

OPN Support Entitlements




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Sales Collateral: Solution Brief
http://www.oracle.com/us/products/applications/ebusiness/ebiz-suite-endeca-solution-brief-1896945.pdf
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