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  • Oracle® Endeca Information Discovery

    Studio User's Guide

    Version 2.3.0 • June 2012 • Revision A

  • Copyright and disclaimer Copyright © 2003, 2012, 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 your license 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. Reverse engineering, 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 the programs, 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. No other rights are granted to the U.S. Government.

    This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create 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 safe use. 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 disclaim all 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 of third-party content, products, or services.

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    Oracle® Endeca Information Discovery: Studio User's Guide Version 2.3.0 • June 2012 • Revision A

  • Table of Contents

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

    Preface.........................................................................xii About this guide................................................................xii Who should use this guide ........................................................xii Conventions used in this guide .....................................................xii Contacting Oracle Customer Support ................................................xii

    Part I: Studio Introduction and Component Summary

    Chapter 1: Introduction to Studio ...................................................2 About Studio ...................................................................3 About the Liferay Portal ...........................................................3 Roles and responsibilities for Studio application development ...............................4 About plugins and developing custom components .......................................5 Obtaining more information about the Oracle Endeca Server ................................5 Where to find Liferay Portal documentation.............................................5 Getting the Studio build and version ..................................................6

    Chapter 2: Overview of the Studio User Interface ......................................7 About the Studio user interface .....................................................7 Dock menu functions .............................................................8 Control Panel functions ..........................................................10

    Chapter 3: Summary of Studio Components .........................................13 Administrative components .......................................................13 Layout components .............................................................18 Results components ............................................................18 Filtering components ............................................................22 Data Visualization components ....................................................24 Personalization components ......................................................28 Oracle Endeca Server features used by Studio components ...............................28

    Part II: Configuring and Monitoring Studio

    Chapter 4: Configuring Framework Settings .........................................31 About the Framework Settings component ............................................31 Configuring Framework Settings from the Control Panel ..................................32 Configuring Framework Settings in portal-ext.properties ..................................35

    Chapter 5: Configuring Logging for Studio ..........................................36 About logging in Studio ..........................................................36

    Oracle® Endeca Information Discovery: Studio User's Guide Version 2.3.0 • June 2012 • Revision A

  • About the log4j configuration XML files ...............................................36 About the Studio log files .........................................................37 Using the Control Panel to adjust logging verbosity ......................................39 How log4j.properties is used in Studio ...............................................40 Additional sources for information on log4j ............................................40

    Chapter 6: Monitoring the Performance of Queries ...................................41 Configuring the amount of metrics data to record .......................................41 About the metrics log file .........................................................42 About the Performance Metrics component............................................43

    Chapter 7: Controlling Access to Studio ............................................45 About managing users in Studio....................................................45

    Notes on the scope of this information ...........................................45 How users get access to Studio ................................................45 About user roles ...........................................................46 About the default user .......................................................46

    Creating and editing users in Studio .................................................47 Configuring the type of user name for Studio ......................................47 Creating a new user ........................................................48 Editing a Studio user ........................................................49

    Integrating with an LDAP system to manage users ......................................49 About using LDAP .........................................................49 Configuring the basic LDAP settings.............................................49 Adding an LDAP server ......................................................50 Assigning roles based on LDAP user groups.......................................52

    Part III: Working with Data in Studio

    Chapter 8: Working with Data Sources..............................................55 About data sources .............................................................55 Using the Data Sources component to manage your data sources...........................55

    About the Data Sources component ............................................55 Displaying the Data Sources component..........................................56 Adding a data source........................................................57 Editing a data source........................................................58 Deleting a data source.......................................................58 Testing the connection to a data source ..........................................59

    Syntax for the data source definition.................................................59 Basic data source properties ..................................................59 Adding filters to a data source .................................................61 Configuring parent and child data sources ........................................66 Configuring role-based security for data sources....................................68 Viewing configuration records for a data store............................

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