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Page 1: Seed endeca

T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Rittman Mead Consulting – Delivered Intelligence Endeca, Looking beyond the general demos Adam Seed & Charles Elliott

Page 2: Seed endeca

T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Introduction

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Introduction

Data Sources

Endeca

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

? How does Endeca fit in with current infrastructure?

Endeca

Data Warehouse

BI Publisher

Business Intelligence

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

? How does Endeca scale to meet Enterprise Needs?

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Current release of Endeca (3.0) – is it different?

Weblogic Endeca 3.0

Fully Hosted

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Endeca 3 Topology

Weblogic Server

Endeca Portal Domain Endeca Server Domain

Endeca Provisioning Server Domain

Endeca Integrator Server Domain

Client

Integrator

Data Sources BI Server Portal Repository

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Endeca, A collaboration of software

Endeca Integrator

Text Enrichment

Endeca Server MDEX

Endeca Studio

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Endea 3, components

Data Source

Integrator

Development

Integrator Server

Endeca Server Production

Endeca Portal

Endeca Provisioning Service

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Installation Directories

fmw

Endeca Server Domain

Endeca Portal Domain

Provision Service Domain

Integrator Server Domain

user projects

Domains

wl_server

Also used as default Endeca Portal Home

EndecaServer

/Oracle/Endeca/Discovery (Suggested) /u01/app/oracle/product

Integrator Client

(suggested) EndecaPortal

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Hardening the Install

• Change Endeca portal home by altering the portal-ext.properties ‣ Currently goes into the fwm/user_projects/domains

• Change Document Root from http://localhost:port/ to /company/ • Change the Endeca portal database from the default hypersonic to oracle/mysql • Enable SSL throughout

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Some Changes in Endeca 3

Endeca Server

Data Domain1 Data Domain2

Data Domain3 Data Domain4

Endeca Portal

Application1 Application2

Application3 Application4

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Advanced features

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

New ‘Getting Started’ with detailed configuration

Group Name Group Display Name

Attribute Name

Attribute Key Display Name

Type Profile Format

Profile Select Type

Ranking Type Show Record Counts Is Value Searchable

Is Record Searchable Snippet Size

Is Unique Is Single Assign

Is Dimension Format

Available Aggregations

Default Aggregation Description

Format Settings

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Integrator Server

1) Create Sandbox

2) Export Project

3) Schedule

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Endeca Integrator Server Demo

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Row Level Security

User

Group

Role

Data Filter Mapping { "dataDomainName": "twitter", "name": "twitter", "port": "7001", "server": "localhost“ "inheritSecurity": "true", "rolePermissions": { "df_amazon": ["AMAZON"], "df_ibm": ["IBM"] … }, "rolePermissionsMultiOr": "true", "securityEnabled": "true", "securityFilters": { "AMAZON": { "class": "com.endeca.portal.data.functions.DataSourceFilter", "filterString": "FINANCIAL_SYMBOL='AMAZON'" }, "IBM": { "class": "com.endeca.portal.data.functions.DataSourceFilter", "filterString": "'FINANCIAL_SYMBOL'='IBM'" } … } }

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Mapping

Mapping in Endeca requires a few configurations: • Column type in the configuration to be mdex:geocode • Column format to be longitude latitude (##.##### ##.#####) with a space separating them. • Custom value in the Edge of mdexType=mdex:geocode

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Mapping

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Endeca Front End Demo and Provisioning Service

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

OBIEE and Endeca Integration

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

OBIEE as a Data Source using Integrator

• New in Endeca 2.4 and 3.0 • Prerequisites ‣ Running BI Server ‣ Single Semantic Model ‣  To Understand Data Volume

• Caveats ‣ Does not support Logical Calculations ‣ Custom Fields using non-XML Standards do not import ‣ Does support Physical Expressions

• Create a New Project instead of sharing

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

OBIEE as a Data Source for Endeca

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

BI Publisher Configuration

Configuration for BI Publisher and Endeca requires the following details: • Server Protocol (HTTP, HTTPS) • Server Version • Server (hostname or IP) • Port (2.4 default is 7770) • URL Suffix (ws) • Session Timeout

Restart OPMN Components

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

BI Publisher Data Model Integration

• The Data Model page will now have Oracle Endeca Query as an option in the New Data Set dropdown.

• Allows for selection of Data Stores running in Endeca

• Security options not available in current release

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

BI Publisher Data Model Using Endeca

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Endeca Server Catalog Search

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

This is how endeca fits into current infrastructure

Endeca

Data Warehouse

BI Publisher

Business Intelligence

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T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Where is endeca going?

Endeca

Data Warehouse

BI Publisher

Business Intelligence