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Oracle Endeca 101
High Level Overview Illustrating Development of a Simple Commerce Page Cartridge
Includes Description of Facebook and Mobile device components
Includes Documentation at end of presentation
Focus Endeca Commerce
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Content• What is Oracle Information Discovery?• Review Endeca Platform• Endeca for Commerce (p. 13) • Creating a Cartridge (p. 21)• A further look into guided navigation and search (p.39)• Endeca SEO Advantages (p.47)• Endeca for Mobile (p.48)• Endeca for Social (p.55)• Facebook Store Features (p.62) • Appendix including ‘What’s New’ (p. 68)• Documentation (p. 83)
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What is Oracle Information Discovery? A platform that offers fast, intuitive access to both traditional
analytic data, leveraging existing enterprise investments, and non-traditional data, including external and unstructured information.
This allows organizations unprecedented visibility into social media, websites, content systems, files, email, database text and big data.
Key Functionality includes self-service capability and much more.
Oracle site for Endeca Information Discovery
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Oracle Endeca Information DiscoveryArchitecture Component Overview
Studio – Web Application• Contextual Search, Navigation, Analytics• Qualitative and Outlier Visualizations• Easy Drag-and-Drop Applications• User views customized by role
Endeca Server – Core Database• Dynamic Data and Metadata• In-Memory, Multi-Threaded Performance• Enterprise Scale, Security
Integration Suite – ETL• Integrates Structured and Unstructured• Text Enrichment and Sentiment Analysis
Studio
Intuitive Exploration and AnalysisCreate and Share Apps
Endeca Server
Hybrid Search/Analytical DatabaseIn-Memory Architecture
Integration Suite
Data Integration and EnrichmentStructured and Unstructured
Oracle Whitepaper with further review
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Oracle Endeca Component Interaction
Oracle 44 page deep dive into concepts and component interaction
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MDEX Engine
The Endeca MDEX Engine is the indexing and query engine that provides the backbone for all Endeca solutions.The MDEX Engine is designed to be stateless. This design requires that a complete query be sent to the MDEX Engine for each request.
Quick Start Guide
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How does it compare to Oracle products such as Oracle Database and Oracle Essbase?
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The Endeca Assembler API enables a Web application to query the MDEX Engine and retrieve the appropriate dynamic content based on a user's navigation state or other triggers
The Assembler Application provides a RESTful web service API that returns results in either JSON or XML.
For example, if your current application uses PHP, you can also query the Endeca Assembler API using PHP. (Note that the Assembler API is still powered by Java, but the query interface is a language-agnostic web service).
Endeca Assembler Application
Oracle 180 page Assembler Application Developer’s Guide
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Example of some JSON that is returned by an Assembler Application:
• The Assembler Application returns deeply nested JSON or XML. Many web service APIs return results on a resource-by-resource basis, so this approach may seem foreign to some developers. The Assembler Application returns results an entire page at a time. For example: dimensions, breadcrumbs and search results may all be returned in a single request.
• Finding a way to navigate this structure both by hand and in code is important.
• When coding, you’ll want code libraries to navigate these data structures more easily. If you’re using .NET and XML you will want to use something like the XmlDocument class. You will probably also want to use XPath.
Developer Tip:
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Oracle Endeca Information DiscoveryUnderstand the Complete Picture with Context from Any Source
Data Warehouse /Business Intelligence
Product SalesMetric: Sale PriceDimensions: Customer, Product, Dealer, Date
Warranty ClaimsMetric: Claim Count, Labor Cost, Part CostDimensions: Customer, Product, Part, Dealer, Date
Sales TransactionsProdID Wk CustID Date Dealer Price506 25 1233 10/3 Dealer1 $35,000507 26 1545 09/4 Dealer2 $22,000
Warranty ClaimsClaimID ProdID PartID Date CustID Dealer PartCost LaborCost12324 506 234 12/3 1233 Dealer1 $300 $20012325 507 235 12/4 1545 Dealer2 $450 $900
Product Quality ApplicationCustomer Verbatim
“..customer heard a rattling sound toward left front driver side. Had issues with steering column locking…”
WebsitesIndustry Forums
External ContentGovernment Agencies
Safety Administration Claim from Competitor X – Model ABC – After driving this car for only 3 months, I started having…
“.. focus on passenger vehicle crashes, and are used to investigate injury mechanisms to identify potential improvements in vehicle design.…”
“Love my new car but having difficulty controlling steering on sharp corners..”
Social MediaConsumer Comments and Sentiment
“How do we avoid costly product recalls?”
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Overview of the Endeca Content Acquisition System
Source
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Sample User Interface for Oracle Information Discovery
This sample analytic application built with Oracle Endeca Information Discovery illustrates how advanced search, BI, and text analytics come together to easily show new insights using interactive exploration.
More information found in documentation under technical overview.
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Oracle Endeca Commerce
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Commerce Example - Nike
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Endeca Commerce Experience Manager Tool used by the Merchandisers (end users) to control the triggers and more within cartridges - created by the developer
Oracle Home Page for Experience Manager Youtue video overview:http://www.youtube.com/watch?v=TGm7Iqe8HkQ
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Automate Manual
Price
Brand
Color
Size
On Sale
Content
Content
Content
Ratings
SPRING 40% offWinter Styles
Experiences Can Be Automated or Optimized Manually
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Breadcrumbs
Choose a template
Choose cartridges
Templates and Cartridges Work Together
Example Cartridges
VIDEO
BOOSTED RESULT GUIDED NAVIGATION CATEGORY DIMENSION
BREADCRUMBS IMAGE BANNER SEARCH BOX MULTIPLE RECORDS REVIEWS
SEARCH RESULTS
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Ratings & Reviews CartridgeUsed to dynamically showcase products from a certain category that are the most highly rated, this cartridge pulls together the most relevant records from ratings data.Guided Navigation CartridgeOften used to highlight a series of 3 products or promotions, this cartridge will display a image / record or series of images / records based on navigation state.Results CartridgeUsed to pull in the most relevant product results within a category. In this example, the cartridge is pulling top selling wine classes into the results list first.
Templates and Cartridges Work TogetherTemplate
REVIEWS
GUIDED NAV
RESULTS
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Mondavi Wines
Wine Racks
Wines
Wine Furniture
French Wines
Sparkling Wines
Wine Gifts
By Occasion
Under $50
Region
Wineglasses
Optimize experiences that are more valuable with hands-on control
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Optimize a Regular Search Results Page
MEDIA BANNER
ANALYTICS
MEDIA BANNER
VERTICAL SPOTLIGHT
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Creating a Very Simple Cartridge "Hello, World" example cartridge.
“Hello World”
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Creating a Cartridge cont.
"Hello, World" example cartridge.
To create and configure a basic "Hello, World" cartridge:1. Create a cartridge template.
a) Open a new plain text or XML file.
b) Type or copy the following into the contents of the file:
<ContentTemplate xmlns=http://endeca.com/schema/content-template/2008 xmlns:editors="editors" type="SecondaryContent"
id="Hello"> <Description>A sample cartridge that can display a simple message.</Description>
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Creating a Cartridge cont."Hello, World"
<ThumbnailUrl>/ifcr/tools/xmgr/img/template_thumbnails/sidebar_con¬tent.jpg</ThumbnailUrl>
<ContentItem> <Name>Hello cartridge</Name> <Property name="message"> <String/> </Property> <Property name="messageColor"> <String/> </Property></ContentItem><EditorPanel> <BasicContentItemEditor> <editors:StringEditor propertyName="message“label="Message"/> <editors:StringEditor propertyName="messageColor" label="Color"/> </BasicContentItemEditor></EditorPanel></ContentTemplate>
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c) Save the file with the name SecondaryContent-Hello.xml in the templates directory ofyour application (Discover in our example):
C:\Endeca\apps\Discover\config\cartridge_templates.
2. Upload the template to Endeca Workbench.a) Open a command prompt and navigate to the control directory of your deployed
application, for example, C:\Endeca\apps\Discover\control. b) Run the set templates command.
C:\Endeca\apps\Discover\control>set_templates.batRemoving existing cartridge templates for DiscoverSetting new cartridge templates for DiscoverFinished setting templatesC:\Endeca\apps\Discover\control>
Creating a Cartridge continued"Hello, World"
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3. Add the cartridge to a page.a) Open Endeca Workbench in a Web browser.b) From the launch page, select Experience Manager.c) In the tree on the left, select Search and Navigation Pages under the content section, then select the Default Page.d) In the Edit Pane on the right, select the right column section from the Content Tree in the bottomleft.
Creating a Cartridge cont."Hello, World"
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Workbench and Experience Manager A look at what the Business User will be using to control cartridges
Workbench Contains:• Data Sources (CAS Console)• Experience Manager (Rules
Manager)• Thesaurus Entries• Administrative Tasks• User Settings
Experience Manager• Developers Create Cartridges
• Business Users Configure Cartridges• Business Users Configure Rules
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d) In the Edit Pane on the right, select the right column section from the Content Tree in the bottom left.
Creating a Cartridge continued"Hello, World"
e) Click add to open the cartridge selector dialog shown on next page.
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Creating a Cartridge continued"Hello, World"
f) The cartridge selector dialog displays.
Select the Hello cartridge and click OK.
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Cartridge Basics continued"Hello, World"
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While there is no one way to write rendering code for an application, in this example we'll write a simple JSP renderer for our basic cartridge.A basic "Hello, World" renderer:1. Create a new JSP page and type or copy the following:
<%@page language="java" pageEncoding="UTF-8" contentType="text/html;charset=UTF-8"%>
<%@include file="/WEB-INF/views/include.jsp"%><div style="border-style: dotted; border-width: 1px; border-color: #999999; padding: 10px 10px"> <div style="font-size: 150%;
color: ${component.messageColor}">${component.message} </div> </div>2. Save the renderer to discover-electronics-authoring/WEB-INF/views/desktop/Hello/Hello.jsp.3. To see the result refresh the Discover Electronics authoring application at http://<workbench-host>:8006/discover-authoring/
Cartridge Basics continued - (Rendering)"Hello, World"
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Cartridge Basics continued"Hello, World"
Hello World
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Review Reference Template
The template contains two main sections: the <ContentItem> element and the <EditorPanel>element.
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Review Reference Template cont.
Oracle Endeca Commerce Cartridge Developer’s Guide
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Site Analysis A Look at How Cartridges are Used on a Site
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Targeted promotions based on customer context “buggy”
Social navigation based on most relevant product and customer attributes
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Customer ratings and reviews exposed as navigation options
Video and other rich content in context boosts user confidence
Guided navigation exposes relevant next steps
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Content Spotlighting - Cartridges
The Scenario: A company wants to sell specific Sony camera accessories only when a specific Sony brand is searched for.
Endeca allows one to automatically promote contextually relevant information, such as related articles, promotions, or reviews – based on the search and navigation state of the visitor.
Create a content collection which is a group of rules triggered in specific instances. A collection fills a slot in the template.
A trigger is then associated with one or more locations.
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Remember - Endeca Commerce is used for B2B - Clients
Consumer Brand
B2B Manufacturers
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A further look into Endeca guided navigation and search
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The Initial Problem
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Workbench and Experience Manager
Workbench Contains:• Data Sources (CAS Console)• Experience Manager (Rules
Manager)• Thesaurus Entries• Administrative Tasks• User Settings
Experience Manager• Developers Create Cartridges
• Business Users Configure Cartridges• Business Users Configure Rules
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How Long is Your Tail?
Customers spend more time in the long tail
LCD Televisions +Samsung +
42 +Under $600
Superhero ActionMovies +Blu-Ray +
New Releases
Blu-Ray DiscPlayers +
Wi-Fi Built-in +Under $250
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Guided Navigation & Iterative Refinement
Guided NavigationClassification categories
(dimensions) based on the facets in the results
Locator Links (Breadcrumbs) Display current
search and navigation state
Refinements
Dimensions
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Customer Self-Service:
Social Content
How-to Guides
Targeted Promotions
Rich media
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RICH CONTENTStreamlined Cross Channel Research Experience: Customer Confidence
Guides, PDFs, DatasheetsBoost customer confidence with product information in the context of their research
Rich MediaVideos and other rich media help customers make the right decision
Community ContentShow blog or knowledge center content in the context of the customer journey
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ADVANCED SEARCHStreamlined Cross Channel Research Experience
Search Type AheadPrompt for valid next step, taking out the guess work
Relevance StrategiesControl relevance and presentation, sorting by what’s most important to customers
Spell CorrectionPresent valid alternatives keeping researchers on the right path
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SEO: More Data and Content Exposed Drives More Web Searchers from Google, Yahoo! And Bing
Category
Sub-Category
Attribute
AttributeAttribute
Sub-Category
Sub-CategorySub-Category
Attribute
Attribute
Attribute
Attribute
AttributeAttribute
Attribute
Category
Sub-Category
Sub-Category
Sub-Category
Sub-Category
Category
Sub-Category
Sub-Category
Sub-CategorySub-Category
Category
Sub-Category
Sub-Category
Sub-Category
CategorySub-Category
Attribute Attribute
Attribute
Attribute
Attribute
Attribute
AttributeAttribute
Attribute
Attribute
AttributeAttribute
Attribute
Attribute
Attribute
Attribute
Attribute
Attribute
Attribute
Attribute
Attribute
Attribute
Sub-Category
Sub-Category
Facetted approach dramatically expands site footprint
Dynamic URL beautification and site map generation come out-of-the-box
Simple indexing of video, social content and keyword-rich documents impacts rankings
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Endeca for Mobile
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Best in Class Experience Out-of-the-Box
Focus on innovation, not buildingfrom scratch
Customizable; same underlying reference application powers many different brands
Robust reference applications are optimized for each platform
Mobile Web iPhone App iPad AppiPad App
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Social integration
Templates optimized for each platform
Automatic device detection for mobile WebBarcode scanning
Integration with cart,reviews, web analytics
Pre-built Mobile Features
Location-based features
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Integrate with existing backend technology, data, and content for total consistency
Link activity to drive traffic to other channels
Sync activity across channels - like cart, wish list, and history
Integrated for Cross-Channel Consistency
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One Tool for All Channels
• Increased scalability with small team• Decreased hardware footprint• Increased traffic and conversion rates• Increased relevancy: 93% of top searches
returning expected or better than expected results
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Cross Channel B2B Commerce
• Goal to increase conversion rates and AOV in all touch points – web and mobile.
• Leverage same technology infrastructure to power online and mobile customer experience
• Live in 8 weeks with mobile web
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Saving for College – Anywhere, Anytime
• Goal was to make it easier for parents to find UPROMISE affiliated shops to save more money for college
• Mobile web, iPhone available in iTunes, Android• Allows users to have locally relevant experience • Advanced features: location-based filters integrated
with search, navigation and merchandising
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Endeca for Social
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Endeca Puts Facebook Data into Action
Facebook Insights The OpenGraph
Built-in Facebook analytics platform
Can be ingested into Endeca
Facebook info: 150+ metrics
Open source for user activity
Can only be accessed at run time
User info: location, gender, age, likes, comments, shares, referrals
Endeca uses these data sources to automate personalization and merchandising across channels
Endeca takes raw data from Facebook and makes it meaningful by putting it in the hands of the business user
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Facebook Social Commerce
Assumptions for getting started:• You have created a new application within Facebook. If not go
to http://www.facebook.com/developers/ and setup a new app.
• You are the administrator or have access to the administrator of your Facebook application.
• You are familiar basic Endeca and Experience Manager concepts.
• You have a working understanding of java web applications. For detailed information, see the Oracle Getting Started Guide – Facebook Social Commerce.
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Opportunities are On and Off Facebook
“On”On Facebook.com
“Off”Your mobile and Web environments
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Personalize Experiences in Real Time
most Liked
recommended for you
web analytics
top rated, hand-placed
bir
thday r
em
inder
Rec
Data coming from Facebook becomes another source
Use it to merchandise and personalize
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On│Personalize Experiences in Real Time
what Rebecca has explicitly Liked on the
Open Graph
recommended based on demographic data
synched with profile
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Off │Personalize Experiences in Real Time
Personalization
Relevancy
Recommendations
Merchandising
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Facebook Store Features
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Content Cartridge
Friend’s likes and Wishlists shown, links to products or gift suggestions based on individual’s Facebook activity, profile
Branded Storefront: allows users to gain access to special promotions, belong to greater community; gives retailer access to large amount of data, controlled through web interface
Merchandise with standard Experience Manager options, or Facebook data
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Copyright ©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
In-app search and navigation, integration with eCommerce platform
Cartridge for featured product
Incorporate features to build a Facebook user community
Upcoming birthdays shown with links to gift suggestions based on individual’s Facebook activity, profile
Transactional Store within Facebook: allows users to stay within the environment; gives retailers access to huge amount of data, deep-link with Newsfeed
Merchandise with standard Experience Manager options, or Facebook data
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Birthday reminders with tailored gift suggestions: based on individual’s Facebook activity, Facebook/Web data – or based on what the merchandiser wants to promote
Facebook comments boost confidence to purchase
Spotlight top suggestions, allow users to browse more
Tiered suggestions:Tier 1: Liked product, brandsTier 2: People like you, profilesTier 3: Data driven rules (Facebook analytics, site analytics)
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Copyright ©2010 Endeca Technologies, Inc.
Check out within Facebook: fully integrated with commerce platform for seamless checkout, consistent experience
Populate billing, shipping information stored in platform
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What’s in the Box?
• Facebook Connector
To ingest Facebook Insights data into the Endeca engine
• Facebook Store Reference Application
Fully-featured transactional store optimized for Facebook• Experience Manager Cartridges with hooks to the OpenGraph:
• Endeca core cartridges• Endeca socialized cartridges• Facebook social plug-ins cartridges
• Facebook Extension Pack
Experience Manager cartridges to place Facebook content across channels• Cartridges with hooks to the OpenGraph:
• Endeca socialized cartridges• Facebook plug-in cartridges
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Appendix
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Appendix A What’s New in Endeca 3.1
Oracle Endeca Guided Search:
• Oracle Endeca MDEX Engine 6.3
• Oracle Endeca Tools and Frameworks 3.1
• This new package should be used for deployments licensed for Oracle ESearch only (without Experience Manager) and includes the following:
• Endeca Workbench (with Rule Manager)
• Endeca Assembler
• Deployment Template
• Reference Applications (Desktop)
• Product Catalog Integration Deployment Template Module
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Appendix A What’s New in Endeca 3.1
Oracle Endeca Tools and Frameworks with Experience Manager 3.1
• This new package includes the following:
• Endeca Workbench (with Experience Manager)
• Endeca Assembler
• Deployment Template
• Reference Applications (Desktop & Mobile Web)
• Deployment Template Module for Product Catalog Integration
• Experience Manager Extension SDK
Other components used for each software license remain the same. Oracle Endeca MDEX Engine 6.3 is backwards compatible with Oracle Endeca Workbench 2.1. Oracle Endeca MDEX. Engine 6.3 is required for all deployments of Tools and Frameworks 3.1.
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Appendix A What’s New in Endeca 3.1.1
• Improved MDEX Engine search behavior for 22 languages
• Migration guide and tools for migrating an application using Workbench 2.1 to a 3.1 environment
• Keyword Redirects tool enhancements
• Enhanced record browsing within Experience Manager editors
• New Content Acquisition System data sources and manipulators
• New programmatic interfaces for managing Endeca Commerce configuration and settings
• Enhanced user access control within Endeca Workbench and Experience Manager
• Ability to switch to a different application from the same Endeca Workbench login session
• Endeca Assembler support for Endeca Query Language (EQL) filters
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Appendix A What’s New in Endeca 3.1.2
The Oracle Endeca Commerce 3.1.2 release includes a set of usability improvements in
Experience Manager, additional features in the Endeca Assembler, continued investment in
the MDEX Engine and data integration capabilities. Additionally,Endeca Commerce 3.1.2 is coupled with the ATG Commerce 10.2 release to provide native iOS reference applications for iPhone and iPad leveraging the Endeca Assembler.
This release includes the following updated packages:
• Oracle Endeca MDEX Engine 6.4.1
• Oracle Endeca Tools and Frameworks 3.1.2
• Oracle Endeca Content Acquisition System (CAS) 3.1.2
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Appendix B OEID Environment• Windows (Windows 2008) / Linux (Oracle Linux 5, Linux RHEL 5)• Minimum hardware requirements
• X64 processor• 1.8 GHz CPU• 3 GB RAM• 80 GB hard drive
• Recommended hardware requirements• X64 processor• 3.0 GHz CPU• 8 GB RAM
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Documentation• Oracle Endeca Information Discovery Technical Overview• Oracle Commerce Guided Search/Experience Manager
Documentation• Oracle Commerce Platform Documentation (formerly ATG Web
Commerce)• Oracle Endeca Commerce Tools and Frameworks Deployment
Template Deployment Guide• Oracle Endeca Commerce Assembler Application Developer’s Guide• Oracle Endeca Commerce Experience Manager Developer’s Guide