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  • Endeca® Content Acquisition System

    Developer's Guide

    Version 3.1.1 • December 2012

  • Contents

    Preface...........................................................................................................................11 About this guide..........................................................................................................................................11 Who should use this guide..........................................................................................................................11 Conventions used in this guide...................................................................................................................11 Contacting Oracle Support.........................................................................................................................12

    Part I: Introduction to CAS and Crawling Data Sources.......................13

    Chapter 1: Introduction............................................................................15 Overview of the Endeca Content Acquisition System..........................................................................15 About the Endeca CAS Service...........................................................................................................17 About the CAS Server ........................................................................................................................17 About the Component Instance Manager............................................................................................18 About the Record Store.......................................................................................................................18 About the Dimension Value Id Manager..............................................................................................19 Overview of the default CAS data sources and manipulators.............................................................20 Security requirements..........................................................................................................................21

    Chapter 2: Creating a crawl ....................................................................23 About creating a crawl.........................................................................................................................23 About filters..........................................................................................................................................23 About CAS output types and the Deployment Template......................................................................25 Creating a crawl using the CAS Server Command-line Utility.............................................................25 Creating a crawl using CAS Console...................................................................................................26 Creating a crawl using the CAS Server API........................................................................................26 Setting document conversion options..................................................................................................26 Configuring document conversion filters..............................................................................................27 Modifying a crawl using the CAS Server Command-line Utility...........................................................30

    Chapter 3: Configuring a Record Store instance...................................31 About record generations....................................................................................................................31 About transactions...............................................................................................................................31 About the last read generation for a client...........................................................................................32 About deleted records.........................................................................................................................33 Configuring a Record Store instance...................................................................................................34 Configuration properties for a Record Store instance.........................................................................35 Change properties and new Record Store instances..........................................................................38 Deleting stale generations of records..................................................................................................39 Disabling automatic management of a Record Store instance............................................................39 Performance considerations when using a Record Store instance.....................................................40

    Chapter 4: Running a crawl.....................................................................41 Running a crawl...................................................................................................................................41 Order of execution in a crawl configuration..........................................................................................41 Full and incremental crawling modes..................................................................................................42 Crawls and archive files.......................................................................................................................43 About writing records to a Record Store instance...............................................................................46 About the record output file.................................................................................................................46

    Chapter 5: Running the CAS sample applications................................49 About the sample CAS applications....................................................................................................49

    Part II: Using CAS data sources..............................................................65

    iii

  • Chapter 6: Using the Delimited File data source...................................67 Configuration properties for the Delimited File data source................................................................67

    Chapter 7: Using the Documentum Content Server data source.........69 Documentum Content Server versions supported by this data source...............................................69 Setting up the CAS Server for Documentum Content Server..............................................................69 Configuration properties for the Documentum Content Server data source........................................70 Permission mapping for the Documentum Content Server data source..............................................71 Limitations of the Documentum Content Server data source..............................................................71

    Chapter 8: Using the Documentum eRoom data source......................73 Documentum eRoom versions supported by this data source............................................................73 Configuration properties for the Documentum eRoom data source....................................................73 Permission mapping for the Documentum eRoom data source..........................................................74

    Chapter 9: Using the Endeca Record File data source.........................77 Configuration properties for the Endeca Record File data source.......................................................77

    Chapter 10: Using the File System data source.....................................79 Configuration properties for the File System data source...................................................................79

    Chapter 11: Using the FileNet Content and Image Services data source.81 FileNet Content and Image Services versions supported by this data source....................................81 Setting up the CMS Server for FileNet Content and Image Services..................................................81 Configuration properties for a FileNet Document and Image Services data source............................82 Increasing the number of user logon sessions for FileNet Image Services.........................................83 Permission mapping for a FileNet Document and Image Services data source..................................84

    Chapter 12: Using the FileNet P8 data source.......................................85 FileNet P8 versions supported by this data source.............................................................................85 Configuration properties for a FileNet P8 data source........................................................................85 Managing logging messages for FileNet P8........................................................................................86 Permission mapping for the FileNet P8 data source...........................................................................86

    Chapter 13: Using the JDBC data source...............................................89 Installing a JDBC driver into CAS........................................................................................................89 Configuration properties for the JDBC data source.............................................................................89 Feature notes and known limitations of the JDBC data source...........................................................90

    Chapter 14: Using the Interwoven TeamSite data source.....................93 Interwoven TeamSite versions supported by this data source.............................................................93 Configuration properties for a Interwoven TeamSite data source..................................

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