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Endeca Developer StudioDeveloper Studio Help

Version 6.1.2 March 2012

Contents

Copyright and disclaimer.........................................................................vii

Chapter 1: Welcome to Oracle Endeca Developer Studio.......................9Overview of Developer Studio functions.......................................................................................................9Parts of the Developer Studio window........................................................................................................10Important Endeca concepts........................................................................................................................10About your Endeca Developer Studio Project.............................................................................................11About Oracle Endeca Workbench...............................................................................................................11Developer Studio workflows........................................................................................................................12

Chapter 2: Getting Started.......................................................................15Creating and Validating Projects.................................................................................................................15

Creating a new project based on a template.......................................................................................16Opening a project................................................................................................................................17Saving a project...................................................................................................................................17Backing up a project............................................................................................................................17Displaying project components ...........................................................................................................17The View Menu....................................................................................................................................18Resizing columns in a view..................................................................................................................18Closing a project..................................................................................................................................19Exiting Endeca Developer Studio........................................................................................................19Validating your project.........................................................................................................................19About the Messages pane...................................................................................................................20Clearing messages .............................................................................................................................20Closing an editor..................................................................................................................................20Closing an active view in a project.......................................................................................................20Closing all open views in a project.......................................................................................................21Copying messages to the clipboard.....................................................................................................21The menu bar and toolbar ..................................................................................................................21The Project Explorer............................................................................................................................21The Messages window........................................................................................................................22The status bar......................................................................................................................................22The work area......................................................................................................................................23

Working with Oracle Endeca Workbench....................................................................................................23The Workbench toolbar ......................................................................................................................23Creating a connection to Oracle Endeca Workbench..........................................................................24Using the EAC Admin Console............................................................................................................24Sending the instance configuration to Oracle Endeca Workbench......................................................25Getting the instance configuration from Oracle Endeca Workbench ..................................................25

Chapter 3: Preparing Data, Properties, and Dimensions......................27Preparing Your Source Data.......................................................................................................................27

Importing Source Data.........................................................................................................................27Joining Source Data............................................................................................................................52Adding and Editing Source Properties.................................................................................................59Preparing for Indexing.........................................................................................................................70

Preparing Your Endeca Properties..............................................................................................................73About Endeca properties.....................................................................................................................74Adding an Endeca property to an application......................................................................................74Working with Endeca Properties.........................................................................................................75Configuring Endeca Property Behavior...............................................................................................82Setting a property to use as the record spec ......................................................................................97Troubleshooting Endeca properties.....................................................................................................98

Preparing Your Dimension Hierarchy..........................................................................................................98

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Adding Pipeline Support for Dimensions.............................................................................................98Working with Dimensions and Dimension Values..............................................................................106

Mapping Source Properties......................................................................................................................164Understanding Source Property Mapping.........................................................................................164Working with Property Mappers........................................................................................................170Creating Explicit Meanings................................................................................................................173Advanced Property Mapping Techniques..........................................................................................175Troubleshooting source property mapping .......................................................................................177

Chapter 4: Configuring Application Features......................................179Configuring Precedence Rules.................................................................................................................179

About precedence rules.....................................................................................................................180The Precedence Rules view .............................................................................................................180Viewing all of your precedence rules.................................................................................................181Precedence Rule editor.....................................................................................................................181Creating precedence rules................................................................................................................182Modifying precedence rules...............................................................................................................182Deleting precedence rules.................................................................................................................183Standard versus leaf precedence rules.............................................................................................183Precedence rules and the implicit selection of dimension values .....................................................184Tips and troubleshooting for precedence rules .................................................................................185

Configuring User Profiles..........................................................................................................................185About us