Installing Endeca Information Discovery (EID) on Linux or Mac OSX

If you are installing on VM (VirtualBox) using Centos (for Mac)

Download appropriate image (CentOS 5.1) at the below link

http://virtualboxes.org/images/centos/

Extract using Unarchiver found at https://itunes.apple.com/app/the-unarchiver/id425424353?mt=12&ls=1

IF VM doesn't start: VirtualBox VM settings: System -> Motherboard -> Enable IO APIC

Create new VM, Allocate memory with "Other Linux" and choose from "Existing" (browse to .vdi file)

Start VM

password: roottoor

Execute below commands to update system

$yum update (might take a while)

$yum install kernel-devel gcc

Enable sharing and Display drivers

Go to Devices -> Install Guest Additions (Installs folder sharing and display drivers for mac)

To share Mac folders with VM. Select VM on "VirtualBox Manager" and (Command + S) -> Shared Folder tab. Add local folder

Folder will show up on /media directory on VirtualBox centos

Create endeca user and make endeca user sudoer

$> useradd endeca

$> passwd endeca

Add endeca to /etc/sudoers

$> vi /etc/sudoers

add below line

endeca ALL=(ALL) ALL

save with override (:wq!) to override reaonly

Once VM is ready

INSTALL Endeca Server

1. Login edelivery.oracle.com navigate to the "Oracle Endeca" for "Linux x86-64"

2. Under "Oracle Endeca Server (7.6.1) Media Pack for Linux x86-64" download "Oracle Endeca Server (7.6.1) for Linux x86-64" save to /home/endeca/EID

3. Download "Oracle WebLogic Server 11gR1 (10.3.6) Generic and Coherence" save to /home/endeca/EID

Install Weblogic Server

4. cd /home/endeca/EID/

5. unzip V29856-01.zip -d weblogic_server

6. cd weblogic_server

7. java -jar wls1036_generic.jar

8. Uncheck I wish to receive updates (I wish to remain uninformed)

9. Install "Typical" - Next > Next > until installation is complete

Install Endeca Server

10. unzip V42127-01.zip -d 3_Oracle_Endeca_Server

11. cd 3_Oracle_Endeca_Server

12. unzip endecaserver.zip

13. cd endecaserver/Disk1

14. $>./runInstaller

15. Give jdk or jre home location (example /usr/lib/jvm/jre-1.6.0-openjdk.x86_64/)

16. Skip Updates (install software updates window)

17. Ignore failures in Prerequisites (Continue)

18. Uncheck "Yes" - Do you want to deploy Endeca in secure mode?

19. Install using Local oracle inventory -> Next > Next > until the message - Oracle Endeca Server installation completed successfully

Install Oracle ADF Runtime

20. Download "Oracle Application Development Runtime 11g Patch Set 5 (11.1.1.6.0)" save to /home/endeca/EID

21. cd /home/endeca/EID

21. unzip V29673-01.zip -d oracle_adf

22. cd /home/endeca/EID/oracle_adf/Disk1

23. ./runInstaller

24. Give jdk or jre home location (example /usr/lib/jvm/jre-1.6.0-openjdk.x86_64/)

25. Skip Updates (install software updates window)

26. Ignore failures in Prerequisites (Continue)

27. Next > Next > until - Installation Successful

Create Weblogic Domain for Endeca server

28. cd /home/endeca/Oracle/Middleware/wlserver_10.3/common/bin

29. $>./config.sh (If config.sh doesnt start change the location of java -> add ${JAVA_HOME}/jre/bin/java

30. Choose Oracle Endeca Server and Oracle JRF (as shown above)

31. Change domain name to endeca_server_domain

32. Change admin user/password to admin/Admin123

33. Create domain in Production Mode

34. Dont choose any optional stuff and click "Create"

INSTALL Studio

Step 1: Install Tomcat 6.0

Download tomcat6 binaries from https://tomcat.apache.org/download-60.cgi (apache-tomcat-6.0.39.tar.gz)

$> cd /home/endeca

$> tar -xvf apache-tomcat-6.0.39.tar.gz

Apache Tomcat 6 is installed at /home/endeca/apache-tomcat-6.0.39

Step 2: Download Endeca Studio

Create folder called EID under /home/endeca

Navigate to Product Pack "Oracle Endeca" for "Linux x86-64"

Under "Oracle Endeca Information Discovery Studio (3.1.0) Media Pack for Linux x86-64" Download Oracle Endeca Information Discovery Studio Standalone (3.1) for Linux x86-64

Step 3: Extract zip files

$> cd /home/endeca/EID

$> unzip V40538-01.zip -d EIDStudio_Standalone

$> cd EIDStudio_Standalone

$> unzip EID3.1_Studio_portal_dependencies.zip -d dependencies

Step 4: Add Dependencies

$> cd /home/endeca/apache-tomcat-6.0.39

$> mkdir endorsed

$> cd endorsed

$> cp /home/endeca/EID/EIDStudio_Standalone/dependencies/commons-logging.jar .

$> cp /home/endeca/EID/EIDStudio_Standalone/dependencies/log4j.jar .

$> cp /home/endeca/EID/EIDStudio_Standalone/dependencies/log4j.properties.jar .

$> cd ../lib

$> mkdir ext

$> cd ext

$> cp /home/endeca/EID/EIDStudio_Standalone/dependencies/* .

Remove jars already added to endorsed (Jars added to endorsed so that Classes in Jars can be used to define XML Parse Implementation using -D java options for Portals)

$> rm log4j.jar

$> rm log4j.properties.jar

$> rm commons-logging.jar

Step 5: Edit Tomcat 6 executables for memory options, implementations and library directory definitions

$> cd /home/endeca/apache-tomcat-6.0.39/bin

$> vi setenv.sh

Add Below lines (after comment Execute The Requested Command) to add memory and define XML impl

export JAVA_OPTS="$JAVA_OPTS -Xmx1024m -XX:MaxPermSize=256m -Dfile.encoding=UTF8 -Duser.timezone=GMT -Djava.security.auth.login.config="$CATALINA_HOME"/conf/jaas.config -Dorg.apache.catalina.loader.WebappClassLoader.ENABLE_CLEAR_REFERENCES=false -Djavax.xml.transform.TransformerFactory=com.sun.org.apache.xalan.internal.xsltc.trax.TransformerFactoryImpl -Djavax.xml.parsers.DocumentBuilderFactory=com.sun.org.apache.xerces.internal.jaxp.DocumentBuilderFactoryImpl -Djavax.xml.parsers.SAXParserFactory=com.sun.org.apache.xerces.internal.jaxp.SAXParserFactoryImpl

$> cd ../conf

$> rm log4j.properties.jar

$> vi catalina.properties

Add ",${catalina.home}/lib/ext/*.jar" at the end of below line to add ext folder to library

common.loader=${catalina.base}/lib,${catalina.base}/lib/*.jar,${catalina.home}/lib,${catalina.home}/lib/*.jar

Move apache to endeca-portal directory

$> cd /home/endeca

$> mkdir endeca-portal

$> mv apache-tomcat-6.0.39 endeca-portal/

Add UTF-8 endcoding

$> cd /home/endeca/endeca-portal/apache-tomcat-6.0.39/conf

$> vi server.xml

Add URIEncoding="UTF-8" to Connector

<Connector port="8080" protocol="HTTP/1.1"

connectionTimeout="20000"

redirectPort="8443"

URIEncoding="UTF-8"

Add <Context crossContext="true" /> (for cross context support) to ROOT.xml

$> cd cd /home/endeca/endeca-portal/apache-tomcat-6.0.39/conf

$> mkdir Catalina

$> cd Catalina

$> mkdir localhost

$> cd localhost

$> vi ROOT.xml

Add following line to the new ROOT.xml file

Step 7: Deploy and start the Studio

$> cd /home/endeca/EID/EIDStudio_Standalone

$> unzip EID_3.1_Studio_portal_war.zip -d EID_3.1_Studio_portal_war

$> cd /home/endeca

$> cd /home/endeca/endeca-portal/apache-tomcat-6.0.39/webapps

$> mkdir eid

$> cd eid

$> cp /home/endeca/EID/EIDStudio_Standalone/EID_3.1_Studio_portal_war/endeca-portal-3.1.14220.war .

$> unzip endeca-portal-3.1.14220.war

$> rm endeca-portal-3.1.14220.war

$> cd /home/endeca/endeca-portal/apache-tomcat-6.0.39/webapps

$> unzip /home/endeca/EID/EIDStudio_Standalone/EID_3.1_Studio_components.zip

$> cd /home/endeca/endeca-portal

$> cp /home/endeca/EID/EIDStudio_Standalone/dependencies/portal-ext.properties .

Install Provisioning service

1. Under "Oracle Endeca Information Discovery Studio (3.1.0) Media Pack for Linux x86-64 " -> Download "Oracle Endeca Information Discovery Provisioning Service (3.1) for Linux x86-64" save to /home/endeca/EID

2. unzip V40539-01.zip -d endeca_provisioning

3. cd endeca_provisioning

Start servers

1. $>cd /home/endeca/Oracle/Middleware/user_projects/domains/endeca_server_domain/bin

2. $>./startWebLogic.sh (user/password - admin/Admin123)

3. $>cd cd /home/endeca/endeca-portal/apache-tomcat-6.0.39/bin/

4. $>./startup.sh