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Rittman Mead Consulting – Delivered Intelligence 
Endeca, Looking beyond the general demos 
Adam Seed & Charles Elliott 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Introduction 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Introduction 
Data Sources 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
Endeca
How does Endeca fit in with current infrastructure? 
Data Warehouse 
? 
Endeca 
BI Publisher 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Business Intelligence
How does Endeca scale to meet Enterprise Needs? 
? 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Current release of Endeca (3.0) – is it different? 
Fully Hosted 
Weblogic 
Endeca 3.0 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Endeca 3 Topology 
Weblogic Server 
Endeca Portal Domain Endeca Server Domain 
Endeca Provisioning 
Server Domain 
Endeca Integrator 
Server Domain 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
Client 
Integrator 
Portal Repository Data Sources BI Server
Endeca, A collaboration of software 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
Endeca Integrator 
Text Enrichment 
Endeca Server 
MDEX 
Endeca Studio
Endea 3, components 
Data Source 
Integrator 
Development 
Production 
Integrator Server 
Endeca Server 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
Endeca Portal 
Endeca Provisioning 
Service
Installation Directories 
fmw 
Integrator Server Domain 
Provision Service Domain 
Endeca Server Domain 
Endeca Portal Domain 
Also used as default 
Endeca Portal Home 
user 
projects 
Domains 
wl_server 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
EndecaServer 
/Oracle/Endeca/Discovery 
(Suggested) /u01/app/oracle/product 
Integrator 
Client 
(suggested) EndecaPortal
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 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Some Changes in Endeca 3 
Endeca Server 
Data Domain1 Data Domain2 
Data Domain3 Data Domain4 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
Endeca Portal 
Application1 Application2 
Application3 Application4
Advanced features 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com 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 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Integrator Server 
1) Create Sandbox 
2) Export Project 
3) Schedule 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Endeca Integrator Server Demo 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com 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'" 
} 
… 
} 
} 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com 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 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Mapping 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Endeca Front End Demo and Provisioning Service 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
OBIEE and Endeca Integration 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com 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 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
OBIEE as a Data Source for Endeca 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com 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 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com 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 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
BI Publisher Data Model Using Endeca 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Endeca Server Catalog Search 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
This is how endeca fits into current infrastructure 
Endeca 
Data Warehouse 
BI Publisher 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
Business Intelligence
Where is endeca going? 
Endeca 
Data Warehouse 
BI Publisher 
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com 
Business Intelligence

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Seed endeca

  • 1. Rittman Mead Consulting – Delivered Intelligence Endeca, Looking beyond the general demos Adam Seed & Charles Elliott T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 2. Introduction T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 3. Introduction Data Sources T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Endeca
  • 4. How does Endeca fit in with current infrastructure? Data Warehouse ? Endeca BI Publisher T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Business Intelligence
  • 5. How does Endeca scale to meet Enterprise Needs? ? T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 6. Current release of Endeca (3.0) – is it different? Fully Hosted Weblogic Endeca 3.0 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 7. Endeca 3 Topology Weblogic Server Endeca Portal Domain Endeca Server Domain Endeca Provisioning Server Domain Endeca Integrator Server Domain T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Client Integrator Portal Repository Data Sources BI Server
  • 8. Endeca, A collaboration of software T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Endeca Integrator Text Enrichment Endeca Server MDEX Endeca Studio
  • 9. Endea 3, components Data Source Integrator Development Production Integrator Server Endeca Server T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Endeca Portal Endeca Provisioning Service
  • 10. Installation Directories fmw Integrator Server Domain Provision Service Domain Endeca Server Domain Endeca Portal Domain Also used as default Endeca Portal Home user projects Domains wl_server T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com EndecaServer /Oracle/Endeca/Discovery (Suggested) /u01/app/oracle/product Integrator Client (suggested) EndecaPortal
  • 11. 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 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 12. Some Changes in Endeca 3 Endeca Server Data Domain1 Data Domain2 Data Domain3 Data Domain4 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Endeca Portal Application1 Application2 Application3 Application4
  • 13. Advanced features T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 14. 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 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 15. Integrator Server 1) Create Sandbox 2) Export Project 3) Schedule T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 16. Endeca Integrator Server Demo T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 17. 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'" } … } } T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 18. 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 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 19. Mapping T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 20. Endeca Front End Demo and Provisioning Service T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 21. OBIEE and Endeca Integration T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 22. 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 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 23. OBIEE as a Data Source for Endeca T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 24. 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 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 25. 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 T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 26. BI Publisher Data Model Using Endeca T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 27. Endeca Server Catalog Search T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
  • 28. This is how endeca fits into current infrastructure Endeca Data Warehouse BI Publisher T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Business Intelligence
  • 29. Where is endeca going? Endeca Data Warehouse BI Publisher T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com Business Intelligence