After 2 years of marathon run I was able to complete the self-published book on Oracle Commerce (ATG & Endeca) which covers both the commerce product installation, configuration, concepts, architecture, and some of the open source tools that you can use such as Vagrant, Elasticsearch, Kibana, Logstash, and Splunk. This book is absolutely free as my contribution to the industry, colleagues, and the commerce community. The motivation behind this book is “no books written on the subject” and “the goal to make the journey of beginners as painless as possible”. Hope this will be useful to not just the beginners but also those who embrace open source tools and technologies along with branded products and services.

1. Keyur Shah
First Edition
Oracle Commerce
Using ATG & Endeca
Do It Yourself Series

2. Objectives
The objective of this book is to help fellow developers learn the Oracle Commerce platform
from the ground-up using step-by-step approach and clear explanation about Oracle
Commerce.
Also, this book aims at helping you learn new and exciting world of Open Source Softwares
including how you can make it even further easier for your team members to get on board
with Oracle Commerce in no time using the DevOps performance culture implementation.
Later chapters of this book will help you learn how you can use some of the most innovative
frameworks and tools in the industry such as Splunk, Logstash, Elasticsearch, and Kibana to
create your own dashboards for your Oracle Commerce applications.
The book is not by any means intending to replace the Oracle Commerce documentation.
Documentation provides you wealth of information and resources - but what this book brings
is the step-by-step guidance for beginners to learn the product quickly and effectively. I would
quote my own learning experience and curve for this statement and you might agree with it
based on your individual experiences.

3. 1
High-fidelity guide
written with a simple
objective “To boost
development team
productivity for both
new and existing
projects driven by the
Oracle ATG & Endeca
Commerce Platform”
Introduction

4. 3
Section 1
eCommerce -
Platform
Components
I. Recipe for success
II. Commerce components

5. 4
Recipe for Success
Most companies today have
some form of online presence
providing functionalities such as
search, guided navigation and
eCommerce implementations to
provide their potential and
existing customers the best-in-
class shopping experience. The way these companies build the
shopping experience is subject to vast influence originating
from consumer behavior, competition, expectations, and many
other factors that evolve with new technologies and its side-
effects.
Consumers have taken the center stage when it comes to the
way we design eCommerce applications & the resulting
experience. Their bargaining power have spawned furious
competition in the areas of business & pricing models as well
as leveraging the technical advancements.
One of the most important advancement in last few years have
come from the sense of urgency that business have shown
towards automating, managing and controlling non-IT functions
using the IT systems.
If you turn the clock few years back, the scenario then was the
time-2-market for product(s), promotion(s) and related
functionality had to go through a rigorous analysis, coding, and
testing cycle, which takes away the focus from selling the
product efficiently. Business & IT are in constant struggle to find
the balance between the business objectives v/s technological
advancements. This caused resistance towards progress and
acted as a barrier to the bottom-line.
Another area which has evolved over time in the online space is
“Knowing Thy Customer” Today, businesses collect mammoth
amount of data, churn this data to derive actionable insights
and provide a very personalized experience.
For marketing, this means they are able to reduce the $$$
wasted from knowing their customers, their preferences,
shopping behavior, buying history, likes / dislikes, their social
interactions and hence targeting these customers for a very
specific purpose.
Business & IT are challenged to work together to solve above
challenges & enrich the overall customer experience &
engagement.
One of the challenges is whether to live with custom-built
solution or to use a solution built-to-customize the business
needs.
Introduction

6. 5
Section 2
Commerce
Components
Commerce
Components

7. 6
Commerce Components
Let us take a look at various components (one or more) that
any ecommerce platform would comprise of, regardless of the
fact whether they are custom-built or a built-to-customize
solutions such as ATG or Hybris.
• Transactional Components
• Integration with Downstream Systems
• CMS Integration
• CRM Integration
• Responsive Design
• Personalization
• A/B & Multivariate Testing
• Performance Engineering
• Payment Gateway
• Business Intelligence
• Business Management Tools
• Multi-site Application
• Multi-channel / Cross-channel Capabilities
• Recommendation Engine
• Inventory Management
• Pricing Engine
• Tax Calculation
• Product Catalog Management
• User Profiles
• Fulfillment Services
• On-Boarding Capabilities
• SEO Capabilities
• Search
• Promotions & Discount Management
• Cross-device & Cross-browser Compatibility
• Social Integration

8. 7
Here is a list of components that contribute to the B2C & B2B eCommerce framework within the digital ecosystem

9. 8
Transactional Components
Transactional components are responsible for managing the
commerce transactions performed by the customers using the
online or offline web / store application.
Downstream System Integration
One of the primary functions of any enterprise business layer is
to provide integration with numerous back-end gateways and
services for all critical business functions such as performing
credit check, validating the credit cards, retrieving customer
billing profile, pulling customer buying history, and so on. These
functions varies by sectors and industries.
CMS Integration
In today’s business scenario content is the king and widely
distributed across different sources. Primarily, the content is
stored inside the repositories such as CMS (enterprise content
management systems) or WCM (web content management
systems). The ecommerce platform need to provide out-of-the-
box CMS functionality or means to integrate with any of the
existing CMS systems.
Responsive Design Elements
In the past few years there have been tremendous progress in
the mobile & tablet technologies forcing the companies to re-
think their strategies towards delivering and rendering content
on plethora of new devices popping up in the market. These
devices covers desktops, laptops, netbooks, touch-enabled
laptops, smart phones, tablets, and phablets.
Also, these devices vary in size, features, and resolutions
making it even more difficult for the development teams to
render content to match device specifications.
Responsive or adaptive design standards is an answer to
address these challenges.
One of the key components of the ecommerce platforms is to
manage rendering of content on numerous devices without
significant development overheads.
Personalization
One of the key components that provides rich, engaging, and
compelling customer experience is personalization. Welcoming
back the returning visitor is not the only level of personalization
that customers expect these days. The websites are now doing
deep into the philosophy of “know thy customer” to deliver the
most compelling online and offline experience to the customers.
Personalization can be offered on the web, to the mobile sites,
mobile APPS, within the contact center applications, in emails
or snail mails and on advertising mediums.

10. 9
Organizations use tons of data elements defining customers,
their behaviors, and preferences to drive the personalized
experience. Based-on these attributes customers are
segmented into various buckets and targeted for different
campaigns accordingly. Customers would potentially be moved
across these buckets due to the volatile nature of business,
behaviors, and preferences.
Social media is not an exception when it comes to driving
personalization. Rather, it is one of the big factors in driving
personalized experience.
A/B Testing
A/B testing is the most basic type of testing used by marketing
to test the advertising campaigns against 2 variants. E.g. test
and measure the current offer v/s the new offer in 2 distinct
segments of the user or region. It is also known as controlled
experiment or split testing.
Multivariate Testing
Multivariate testing (MVT) is a component of optimization
framework that is leveraged for evaluating the performance of
one or more website components in a live environment. MVT
aims as experimenting with new methods or ideas with a small
segment of customers in the live production environment.
Some of the benefits of MVT are accelerated learning curve
and breakthrough thinking.
Performance Engineering
Website performance is one of the very important aspects of
running a customer facing enterprise commerce applications. If
the website is running slow or you have non-performing
components of a website then it will have an impact on the
overall customer experience and hence can drive away the
customers to competition.
Your ecommerce solution need to be able to scale in-terms-of
software and hardware to handle the traffic or load during peak
times of your business and around the year. Website
availability, reliability, scalability, and performance are very
important to running smooth business in the online space.
Performance tuning & engineering should be an integral part of
the product & customer experience lifecycle management.

11. 10
Payment Gateway
Payment gateway links your website to your processing
network and merchant account. Essentially a payment gateway
facilitates the coordination of communicating a payment
transaction between you, the merchant, and banks.
The entire process comprises of these pieces:
1. Front-end systems accepting the credit / debit cards
2. Payment gateway
3. Fraud detection & control
4. Merchant account
5. Banks
6. Syncing data
7. Receiving the money
8. Printing receipts
9. Reports
Business Intelligence
The business intelligence is a very important component of an
online eCommerce application. It helps you log and track the
behavior of online visitors, online transactions, campaign
metrics, click-through details, and generate tons of metrics that
will provide the business with valuable insights on what the
customers are doing, what products are they interested in,
which campaigns are performing well or under performing etc...
Oracle provides a BI module known as ATG Customer
Intelligence that you can use to implemented integrated logging
and tracking for multi-channels including online, contact center,
email, and chats.
Business Management Tools
Business needs to have convenience to manage day-2-day
functions efficiently and they need one or more tools for the
exact reason.
If you have deployed custom solution then you would probably
have IT department that works with business that develops and
maintains these tools e.g. content authoring, asset
management, content management, rules engine, email
management, segmentation, etc...
If you are using built-to-custom platforms such as ATG then you
get quite a few tools out-of-the-box that the business team can

12. 11
you with no or few customizations. BCC, ACC, and Outreach
are the tools that the business team will use in the world of
ATG.
Multisite Applications
Businesses small, medium or large sometimes have the need
to create a site for a specific purpose a.k.a. Micro-site and
sometimes have the need to create multiple sites to cater the
needs of different segments of customers or offer different
categories of products.
The theme while creating these multiple sites is to keep the
customers focused as well as enable business to cross-sell
products across sites using single shopping-cart experience.
Cross-channel Capabilities
Most organizations use multiple channels to enable sales,
customer service, and support for their customers e.g. Online
Web, Mobile Web, TV, Contact Center, Mobile Apps, Chat, and
IVR.
Key question that puzzles everyone is how do you integrate
these touch-points and experiences to eliminate disconnected
experiences, boost engagement, reduce customer complains,
and have an impact on the bottom-line.
Cross-channel capabilities help organizations overcome these
challenges.
Recommendation System/Engine
In the modern age of web applications, there is an extensive
class of systems involve predicting user responses to options.
Such systems are known as recommendation systems or
engine.
Recommender systems have changed the way people find
products, information, and even other people using some of the
most sophisticated piece of algorithms and across plethora of
touch-points. Recommendation systems study patterns of
behavior to know what someone will prefer from a collection of
things one have never experienced. The technology behind
recommendation systems has evolved over the past 20 years
into a rich collection of tools that enable the marketer, business
users, practitioners or researchers to develop effective
recommendation systems.
Recommendation systems are integral part of personalization
framework for a true enriched customer experience. These
systems addresses areas such as:
1. Non-personalized / Static recommendations
2. Recommend products / services based on ratings &
predictions

13. 12
3. Knowledge-based recommendations
4. Collaborative filtering
5. Decisioning engine based predictions & recommendations
6. Rule-based recommendations
7. Performance-based recommendations
8. Integrated with machine learning techniques
9. Critic and dialog-based approaches
10.Providing weight-based alternatives
11.Good-better-best options
12.Track recommendation effectiveness & metrics
Below are few use-cases of recommendations based on user
and item:
User-based recommendations
1. If User A likes Items 1,2,3,4, and 5,
2. And User B likes Items 1,2,3, and 4
3. Then User B is quite likely to also like Item 5
Item-based recommendations
1. If Users who purchased item 1 are also disproportionately
likely to purchase item 2
2. And User A purchased item 1
3. Then User A will probably be interested in item 2
Oracle provides a SaaS known as “Recommendations on
demand” that drives recommendations based on your purchase
history and predictive technology.
Inventory Management
Inventory management is one of the key functions of all online
retail website. The Inventory management system or framework
facilitates querying and maintaining inventory of items being
sold on your site(s). Typically, it provides following functions:
1. Add items to the inventory
2. Remove items from the inventory
3. Notify the store if the customer intends to buy an item that is
currently not in stock or want to pre-order
4. Make specific count of items available for order, pre-order, or
backorder
5. Determine if, and when a particular item will be in stock

14. 13
Tax Calculation
Since the beginning of online ecommerce era, there have been
several laws governing the way online retailers and other
commerce transaction tax the online customers for the products
and services they buy over the internet. Regardless of the law,
you as a customer would have paid some form of tax for an
online transaction. Classic example would be your transaction
on the online books giant Amazon.com.
The challenge with tax is the accuracy of calculation since the
tax varies for customers across cities, counties, or states also
known as TAX ZONES.
TaxCloud is one of the sales tax service provider for online
retailers (http://www.taxcloud.net - The Federal Tax Authority
LLC).
They provide free-easy way to integrate & configure the tax
service into your shopping cart or order management system. It
instantly calculates the sales tax for any U.S. address and is
pre-integrated with over 40 ecommerce platforms.
The system monitors changes to the tax rates and tax holidays
and updates the data accordingly.
If you are setting up a site that uses third-party software to
h a n d l e t a x c a l c u l a t i o n , AT G p r o v i d e s a c l a s s
atg.commerce.pricing.TaxProcessorTaxCalculator that helps
you determine how much tax to charge for an order.
Product Catalog Management
Product catalog management refers to the process involved in
supporting, management, and maintaining the product and
product information in a structured and consistent way in form
of electronic catalogs or within the commerce databases.
Activities related to product catalog management involves
extracting, transforming, loading, categorizing, normalizing,
joining, indexing, and keeping it in commerce platform friendly
formats.
Product catalog information is typically used on the online sites
providing shopping experience, mail order catalogs, ERP
systems, price comparison services, search engines, and
content management systems.
User Profiles
User profile is a collection of attributes that defines the user,
visitor, or customer that uses your online or offline application.
These are the users who come in contact, with your application
in one form or another, during their interaction with company
products and services.

15. 14
User profile attributes contain information that identifies the
user (some personal information e.g. first name, last name,
email), some online behavior data (such as last visited page,
offer viewed, referral site, campaign details, click stream data,
etc...), and some other data that the commerce application and
marketing would deem useful from personalization,
segmentation, and targeting perspective.
You should not confuse the user profile with customer billing
profiles. User profiles could easily be viewed as a container that
contains the billing profile data as one aspect of the overall
interaction profile.
With software platforms such as ATG, user profiles can easily
help the marketing understand how the customers are behaving
across multiple touch-points provided across-channels and
target these customers more efficiently and effectively.
Fulfillment Services
An eCommerce system provides tools to manage pre-checkout
order-processing tasks such as product display, configuration,
adding items to the shopping cart, customer contact
information, shipping information, billing information, validating
customer credit card, and ensuring the items are shipped with
customers preferred shipping method.
Once the customer submits an order, the fulfillment framework
kicks-in and takes over the processing of the order. The
fulfillment framework comprises of standard services which
coordinate and execute the order fulfillment process.
Following are some of the tasks performed by the methods and
processes inside the fulfillment framework:
1. Identifying orders ready to be shipped
2. Notifying the fulfillment system once the order has been
shipped
3. Notifying the fulfillment system if the customer cancels an
order prior-to shipping
4. Notifying the fulfillment system if there is a change in
shipping method
5. Ability to print an order
6. Ability to export an order via XML for easy integration with
other systems
7. Ability to process scheduled orders
8. Executing orders based on approvals
9. Invoicing
10.Requisitions

16. 15
11.Trigger order confirmation email / SMS
12.Trigger order shipping email / SMS
Search Capabilities
Search is one of the primary components for a successful
eCommerce website experience. Search functionality usually
cuts down the chase for impatient users to locate the content or
products they are interested in with a simple choice of
keywords that they key-into the search-box.
ATG provides out-of-the-box search module that customers and
business partners can use to find relevant information and
merchandise easily. Some of the capabilities provided by
search module comprises of:
1. Fuzzy queries that automatically corrects misspelled words
2. Words might have various homonyms
3. Natural language processing allows users to generate
search results based on questions - e.g. which is the top
selling hard disk drive?
4. Sophisticated search queries can be used to generate
results based on rankings of documents & contextual
relevance
5. Configure contextual hyperlinking
6. Faceted search capabilities
Search engine can be integrated into commerce database, chat
transcripts, support documents, customer relationship
management platform, and user generated content (UGC) e.g.
comments and feedback.
SEO (Search Engine Optimization) Tactics
How do you improve the chances of the content on your site to
be findable and presented to the user within the top search
results in the SERP (Search Engine Results Page)? SEO
tactics is the most practical answer to achieving this objective.
It is often achieved by implementing small changes to parts of
your website, providing a sizable impact to the overall findability
and its content within the search engine results.
Search Engine Optimization is a term used to describe variety
of tricks & techniques for making web pages & contents more
accessible and findable to web spiders / crawlers and hence
improve the chances of better ranking of pages and contents
inside the search results.
ATG commerce provides out-of-the-box capabilities to manage
SEO tactics. Some of the tools provided by ATG commerce
platform to implement SEO tactics are URL recoding, Canonical
URLs, Sitemaps, and SEO Tagging.

17. 16
Promotions, Discounts & Coupons
In the modern economy, there would be hardly any business
that would not be offering some form of means to attract
customers. These means could be in form of promotions or
discounts or coupons.
Promotions can be in form of discount on certain item or on
entire order or it could be in form of free shipping or expedited
shipping.
Some the examples of promotions are as below:
• Buy one get other 50% off
• Buy one get one free
• Buy one get other with equal or lower value free
• Get % off on a particular item
• Get % off on entire order
• Free-shipping flat to all customers for this week
• Shipping cost only 1c for specific duration
• Use FREESHIP coupon code to receive free-shipping
• Use LOCALRADIO coupon code to get 1 free movie ticket
You can use the ecommerce platform with out-of-the-box
capabilities to create, manage, track, and optimize the
promotional offers and campaigns.
You can create different scenarios in which different offers are
available the customers in form of discounts or coupons.
You can associate these offers with their profile attributes,
segmentation, buying history, and other personalization
aspects.
Social Integration
Social media is a very powerful medium to get the word out
about your products & services, any new promotions, and can
be made to go viral.
Social media is the new word-of-mouth for establishing the
brand awareness and performing business with potential
customers, and a very important component of any customer
facing application or site on the web or mobile. Most online
applications today provide some sort of integration with popular
social media sites such as Facebook, Twitter, Pinterest,
LinkedIn, etc...

18. 17
B O N U S - M u l t i / O m n i - C h a n n e l
Personalization Questionnaire
In this section we are going to look @ series of questions
broadly categorized into strategy, implementation, and
operations - that can help you understand your organization's
position regarding personalized customer experience.
STRATEGY / VISION / ORGANIZATION
• Is personalization something that is considered important
within your organization?
• Does it have Organizational Leadership commitment?
• Within your organization, how does personalization affect the
‘customer experience’? Are they related or exclusive of one
another?
• Is personalization viewed as a ‘feature to be implemented in
phase X of a given project / program’ or is it considered to be
‘a core philosophy that should be engrained deep within
many aspects of customer engagement’?
• Does your organization have a personalization strategy?
• Does your organization have a personalization roadmap?
Section 3
Multi-Omni-
Channel
Personalization
Questionnaire

19. 18
• Who or which group/dept in the organization is responsible
for the personalization strategy?
• Does the personalization strategy only consider the web or is
it equally important across channels (e.g. call center, voice
portal, self-service - web/mobile/tablets/kiosks/gaming
consoles)?
• If so, what other channels are involved and in what capacity?
For example, is the call center involved? Is there a bi-
directional contribution of data or is it one-way?
• Is the data being captured in centralized sources e.g. data
warehouses and fed back into the decision making systems
• What personalization initiatives have been or are currently
implemented?
• Do you have personalization efforts in play within some of the
teams/groups (silo)?
• If yes, how are these silo's sharing the data?
• Do you have real-time touchpoint communication?
• Personalization initiatives can be defined as well-defined
personalization functionality that has been implemented on
the site or email campaigns or mailers or call center (i.e. a
personalized email campaign or a personalized web
campaign).
• What types of personalization initiatives are you considering
for future implementations and how have you determined that
they are relevant and will have an impact?
• What kind of presence does your organization have in social
media?
• Is Social Media a part of your personalization strategy?
• Have you seen success with any of your initiatives? You
might want to outline the type of success - how to you
measure it
• Please describe your best customer (the customer that you
aspire to attract, the customer that you aspire to retain).
• Do you have a loyalty or rewards program? If so, how does
this affect your personalization strategy?
• Do you have gamification playing role in your loyalty
program?
• What tools have you evaluated or considered for modeling
and gamification?
• Do you have programs with the objective of "Mobile First"
and/or "Cloud First"?
• Are those programs tied to personalization programs?

20. 19
IMPLEMENTATION
• Have you engaged any outside agency for your
personalization initiatives?
• Are you focusing on B2C or B2B or both (based on
applicability)
• Is the personalization initiative completely controlled @
home?
• Are you using any Commerce personalization functionality?
• What segments (if any) are defined and how did you
determine that they are relevant to your site / business?
• What data within your organization is not currently integrated
with your Commerce solution but may prove useful with
respect to personalization? Examples could include service
history, offline channel purchase history, mobile engagement
etc.
• Do you believe geographic data about visitors to be
important? How have you utilized geographic data to
personalize the user experience across all touch points with
the brand?
• Do you track user behavior while on the site? Please
describe.
• Do you identify from where the user originated and does it
matter? For example, we track that the user came from
Google and they searched for the term "XYZ" to get to our
site - and then navigated nn pages before actually completing
the order.
• Do you have strategy to contact customers who don't
complete orders on your site?
• Please describe how content is managed on your site. Do
you plan to use any off-the-shelf commerce solutions?
• Please describe how the content is structured (intended to be
open-ended). Hint: is there anything interesting or unique
about your content / catalog? Is it volume based? or is it low
volume but complex in nature?
• Are you using any modeling features / tools to further
enhance the personalized behavior and experience for your
customers?

21. 20
OPERATIONS
• Who in the organization is responsible for the operational
aspects of personalization?
• What tools are used to manage personalization on the site?
• Do you have tools that can help you monitor customer
touchpoints and interactions?
• Do you currently use AB Testing to test the effectiveness of
content, initiatives, etc? If so, what AB Testing tools are you
using for this?
• What tools / solutions do you use to measure the
effectiveness of personalization initiatives?
• What are the KPIs that you track?
Oracle Commerce Assessment Tool
Oracle Commerce assessment tool is useful for you to find out
the factors that make or break commerce experience, helps you
identify strategies to drive more traffic, convert more customers,
and boost revenues & order values.
Click this link and begin assessment to find out what’s in it for
your organization - https://oracle-dashboard.com/ecommerce/?
campaign=OcomCX&referenceid=ComAllSolutions&user=susp
ect.
SUMMARY
This chapter was focused on giving you insights into the type of
answers you would be looking forward to while shopping for or
planning an personalized online experience.
As you have seen selecting an enterprise grade commerce
platform maybe it branded, open source, or custom (home
grown) is a complex process. You can either build it on site
using the technology of choice over period of time or you can
shop around, acquire the product, resources, and implement/
customize it to your needs and pay for license fees.
Its build v/s buy decision and the growing demand & complexity
in targeting the customers based on marketing and business
needs.

22. 2
In this chapter we will
introduce you to the
Oracle Commerce
products, services, and
components.
Overview

23. 22
Section 1
Oracle Commerce -
Product Overview
I. Commerce Product Summary
II. Functional Descriptions
III. Commerce for Business Users
IV. Commerce for Developers

24. 23
Commerce Product Summary
Oracle Commerce is a highly scalable, comprehensive solution
that automates and personalizes online buying experiences that
increases conversions & order value. It is also used for building
content-driven web applications - largely for ecommerce and
publishing sites. Its advanced options quickly lets your
customers to find products, learn about new offers, compare
products & offers, register for gifts, pre-order products (e.g. the
new iPhone or iPad), redeem coupons, avail discounts &
promotions, calculate pricing & taxes, manage payment types
(e.g. credit cards, gift cards, etc…) and conveniently complete
their purchase.
Oracle Commerce platform is a rich Java-based application
platform for hosting web-based applications, as well as RMI
accessible business components, with an ORM layer
(Repositories), a component container (The Nucleus), an MVC
framework, and a set of tag libraries (DSP tags) for JSP.
Oracle Commerce product (a.k.a. ATG) suite comes with
several application like:
• ATG Commerce which includes
• DAS (Dynamo Application Server)
• DAF (Dynamo Application Framework)
• DPS (Dynamo Personalization Server)
• DSS (Dynamo Scenario Server)
• DCS (Dynamo Commerce Server)
• Content Administration
• Site Administration
• Merchandising
• Reference applications
• ATG Control Center
• ATG Search
• ATG Commerce Service Center
• ATG Campaign Optimizer
• ATG Outreach (Not available or deprecated in ATG
Commerce 10.2)
• ATG Customer Intelligence (Oracle Business Intelligence
integration for reporting & analytics is an area of interest and
exploration if that is your business need)
• ATG Multisite

25. 24
Functional Descriptions
Let us look at these terms a little closer:
Dynamo Application Server
The ATG Dynamo Application Server (DAS) is a high-
performance application engine that is built on Java standards
and highly scalable application server that provides the system
and application developer with all the benefits of Java including
the easy re-use and portability benefits of JavaBean and
Enterprise JavaBean components.
Dynamo Application Framework
The ATG Dynamo Application Framework (DAF) is the base of
component development environment, which is made up of the
JavaBeans & JSPs. This helps developers assemble
applications comprised of component beans by associating
them using the configuration files in the ATG Nucleus. Nucleus
is ATG’s open object framework (OOF). DAF doesn’t have any
business user tasks that require you to directly interact with the
framework itself.
Dynamo Personalization Server
The ATG Dynamo Personalization Server (DPS) delivers a
highly personalized customer experience to the end-users with
the help of ATG user profile & personalization business rules,
e.g. which banners to show to which group of customers or
which product bundles to show to new v/s existing customers or
what content to show to users of specific income age or which
products to show to men v/s women. Also, you can fuse lot of
complex rules as one segment and target the visitors/
customers accordingly. These are some of the examples of
personalized content. DPS also supports targeted email
delivery to specific group of customers under different life-stage
or ordering life cycle.
Dynamo Scenario Server
The ATG Dynamo Scenario Server (DSS) takes personalization
to next level. It extends the content targeting capabilities of the
DPS (personalization module) giving business the flexibility to
create business processes a.k.a. scenarios that are time-
sensitive, event-driven campaigns designed to manage
interactions between the site visitors and the content over a
period of time. Some scenarios can be short-lived, whereas
others can be long-lived. Also, the scenarios are re-usable
under different situations and repeatable for the customers who
are simply passing thru the same stage of lifecycle with the
company as some others have in past.
Dynamo Commerce Server
The ATG Dynamo Commerce Server (DCS) provides the
foundation code for creating an online store or commerce site.

26. 25
Commerce site includes features that allow you to manage
product catalogs, pricing, taxation, inventory, promotions,
discounts, coupons, and fulfillment of the same including
returns and exchanges.
Content Administration
The ATG Content Administration (CA) provides set of tools for
business users to publish and maintain content for ATG-based
web applications. It helps business users to manage contents/
assets through different stages of lifecycle that includes
creation, amendment, versioning, approval, and deployment.
The content/assets are promoted from development to testing
to staging to production environments. Version of the content is
very important to be able to promote or rollback the content
from production environment. Content administration is integral
to the ATG platform and is installed along with the platform
itself. Business users can access the content administration
module using the BCC (Business Control Center) UI.
Site Administration
ATG Site Administration is a utility that is installed with the ATG
platform and is used by the business users to register and
configure one or more web sites. Site administration can be
launched from the BCC UI.
Merchandising
The ATG Commerce Merchandising provides full control to the
business users over merchandising process. The business
users can efficiently and creatively manage all aspects of cross-
channel and multisite commerce. Merchandising is an element
of utmost importance for company with any online presence
regardless of its industry (retail, consumer & luxury goods,
financial services, digital media & high tech, communications,
and airlines).
ATG Control Center
The ATG Control Center is a point & click Java UI that gives
you access & control to all the features of the ATG Commerce
platform. ACC is a precursor to BCC. Though BCC is a
recommended UI to perform most of the business tasks, users
can also use ACC to perform the same. There are tasks such
as workflows, scenarios, and slots, which can be performed
exclusively in ACC and are not available in BCC.
ATG Search
The ATG Search capability when integrated with the commerce
site allows the users to search any document (such as a PDF
or HTML file) or repository item such as a commerce product
from the catalog or any structured piece of data from a

27. 26
transactional database, such as order transaction DB in SQL
Server or Oracle.
ATG Commerce Service Center
The ATG Commerce Service Center (CSC) module brings the
same personalized ecommerce experience to the contact
center as to online. CSC is a web-based application available to
the agents in the contact center to address customer needs for
ordering transactions, customer care, and sales support. The
customer could be using the phone, email, chat, or the website
for initiating or completing their transactions. In a cross-channel
scenario the customer could have initiated their order on the
web, dropped the site on a certain page and called into the
contact center via the phone or initiated the chat with the agent.
In either case, the agent in the contact center should be able to
pull the incomplete online transaction and assist the customer
to complete the order. This type of cross-channel
communication reduces the AHT (Average Handling Time) and
boost agent productivity and sales. This is a result of the
features such as shared cart across the channels or multi-sites.
ATG Campaign Optimizer
Assume a scenario in which you are launching a new product
bundle, a new product or new marketing landing pages. The
marketing team wants to test these out on a certain segment of
customers or launch the landing pages in certain zip codes.
The purpose is to have both old and new pages available in live
environment so as you can compare & measure the
effectiveness of new v/s the old or one product bundle v/s the
other. You can perform A/B or MVT (Multivariate) testing using
the ATG Optimizer. The most fundamental benefit of using the
optimizer modules comes from its ability for business to make
well-informed decisions and hence increases the revenue.
ATG Outreach
The ATG Outreach is a companion product for marketing
professionals. It helps marketing team to create, deploy and
manage outbound marketing campaign programs. ATG
Outreach, built on the ATG Scenario Engine, allows business
users to create powerful, multi-step campaigns using the ATG
Business Control Center (BCC). As a marketer you need to
learn to use the BCC to build, deploy, execute and monitor
customer service and marketing campaigns. You can build
multi-stage campaigns that span across and integrate Web,
email, and contact center channels.
ATG Customer Intelligence
The ATG Customer Intelligence (ACI) module provides access
to tools business can use to analyze data, drill-down to the
details, come up with actionable insights, and make informed
decisions for improving the KPIs (Key Performance Indicators).
The business data analysis tools provide access to all data

28. 27
related to internal and external customer interactions. The
business users can also perform ad-hoc queries, create
individual or team dashboards and scorecards. You can also
automate the delivery of reports on time-basis. ATG provides
out-of-the-box integration of ACI with ATG Commerce, ATG
Outreach, ATG Search, ATG Self Service, and ATG Knowledge.
ATG Multisite
Lot of online commerce sites manages multiple sites or stores
based on the business or customer segment needs. For e.g.
you may have a site for all customers v/s specific micro-site for
Spanish or Chinese language customers. Though the user
interaction will be in a specific language, the underlying product
catalog will still remain the same. Sometime organizations
dealing with huge type of inventory may decide to have
separate sites for electronic products v/s the appliances and
still may want the customer to be able to shop across multiple
sites and complete the commerce transaction in single cart and
checkout process. These are ideal candidates for ATG multisite
architecture. Business users are able to manage multiple sites
using the Site Administration functionality available in the BCC
(Business Control Center) UI as shown in the screenshot.
ATG Products
ATG products is an umbrella term that covers all the modules in
the entire ATG software suite (including the platform) - e.g. ATG
Web Commerce Platform, ATG Control Center, ATG Commerce
Reference Store, etc...
ATG Installation
ATG installation is a collective term that includes all the tools,
files, classes, etc.. used by the development team for
developing and assembling the J2EE module in the ATG
Nucleus-based application.

29. 28
ATG Server
ATG server is a configuration layer driven by the component
JavaBeans and the configuration property files that is available
to be added to other configuration layers by the application
assembler when assembling an EAR
Dynamo Server Admin
Dynamo server admin is a set of web pages that you can use to
configure and/or monitor the ATG installation. It provides you
with a number of useful features, such as, modify the the
configuration of ATG server instance, browser the Nucleus
component hierarchy, change admin password, view user
profiles etc...
Once you have installed and configured ATG web commerce,
you can navigate to the Dynamo server admin by browsing to
the following url: http://localhost:8080/dyn/admin.
Note: The hostname and port are subject to your own
installation and configuration.
Component
Component is a Java object instance of a specific configuration
for a JavaBean. This JavaBean is typically registered with
Nucleus.
Oracle Commerce for Business Users
The ATG platform provides all necessary tools and capabilities
to create a compelling and personalized online buying
experience. Business users have the flexibility to create,
manage, and maintain multiple sites based on the customers
niche & needs, all referring to the same product catalog and
create a unique experience for targeted set of customers. They
have the ability to quickly launch campaigns to quickly respond
to the competition. ATG provides out-of-the-box tool called BCC
(Business Control Center) that allows the business users to
manage and maintain web storefront, including a complete and
customizable review and approval workflow. This helps
streamline the online experience & decision making.
Oracle Commerce for Developers
The Dynamo Application Framework (DAF) runs on top of your
application server and supplies essential facilities for
application development and deployment (Nucleus,
Repositories, tag libraries, security, etc.). It gives you an RMI
container, distributed caching, distributed locking and
distributed singletons, distributed events and messaging, a task

30. 29
scheduler, a rules engine and a mechanism for defining
business workflows with custom actions and outcomes, a
graphical editor for business workflows, support for versioned
data, support for roles and rights, logging and auditing - all out
of the box, and all using very coherent and consistent APIs.
At application level, you have the components and the APIs for
dealing with user profiling, identity management and
personalization, content authoring, versioning and publishing,
content search, product catalogs for tangible and intangible
goods, product search and guided navigation, pricing, tax
calculation, promotions, shopping carts, gift lists and wish lists,
payment types, shipping methods, order tracking, customer
relationship management etc.
ATG application is a piece of software, installed independent of
the ATG platform, which can be included as a module or set of
modules in a Nucleus-based application.

31. 30
Section 2
Oracle Commerce
Core Concepts
I. What’s in the Box?
II.Oracle Commerce Core
Concepts

32. 31
Oracle Commerce Product Suite - What’s in the box?
This diagram outlines all the Oracle Commerce Modules, Data Anywhere Architecture Layer, Commerce Suite, Front-end Application
layer, and the backend integration layer.
Data Anywhere
Architecture
ATG Commerce Suite
INTERACTIVE 2.1 Oracle Commerce Suite and Modules

33. 32
Note: Some of these components might be deprecated or could
have taken form of SaaS model by disintegrating from the
Oracle Commerce stack by Oracle to better justify their
presence in overall Oracle products ecosystem.
Oracle Commerce Core Concepts
In this section we will cover some of the core terms & concepts
that you will frequently you while working with Oracle
Commerce platform, amongst the development & business
teams, and which you much absolutely familiarize with.
Nucleus
The Nucleus is a lightweight container for managing the life
cycle and dependency binding of Java component objects. It is
the core of the Oracle Commerce framework and all other
services and frameworks are hosted within it.
It’s essentially an object container that manages the lifecycle of
POJOs (Plain Old Java Objects) using reflection and
dependency injection. It's responsible for instantiating objects
and setting their properties based on a very flexible but well
defined configuration layering hierarchy using simple properties
text files. In Oracle Commerce world, these objects are called
components (basically named JavaBeans and Servlets) that
can be linked together via these configuration files by a
developer to create an Commerce application. Nucleus also
maintains a name hierarchy and is responsible for resolving
these names to components, which can be request, session or
globally scoped.
Nucleus-based applications are assembled into EAR files that
include both the application and Oracle Commerce platform
resources, and which are then deployed to your application
server.
ATG products are built on top of industry standards that include:
• Java
• JavaBeans
• Servlets
• Java Server Pages (JSPs)
• Wireless Application Protocols (WAP/WML)
Nucleus components are standard JavaBeans, each with an
accompanying .properties file, storing configuration values.
Nucleus sets the configured values on each new instance of a
component.

34. 33
Repositories
Repository is the basic method of data access in Oracle
Commerce. It is capable of managing structured data,
documents, and multimedia data. Example repositories include
– the profile repository, content repositories, and commerce
repositories. The data may be stored on relational databases (RDBMS),
Content Management Systems (CMS), LDAP directories, and
file systems. Oracle Commerce’s Data Anywhere Architecture
plays a very important role in making the data available from
these disparate sources. The Data Anywhere architecture
makes the access to these data really transparent for the users
& developers from the underlying complexities.
At the CORE of the Data Anywhere Architecture lies the
Repository API (Application Programming Interface) that
facilitates the object-oriented representation of the underlying
data from numerous data sources. Basically, it provides a level

35. 34
of abstraction and shields the developers from underlying
complexities as mentioned above.
Connectors
Oracle Commerce provides connectors that create hooks into
these disparate data sources. E.g. SQL connector is available
to connect to RDBMS, LDAP connecter helps you to connect to
the LDAP directories, FS Connector helps in connecting to the
File System, and CMS connector helps connecting with various
Content Management Systems.
The role of a connector is to translate the request into whatever
calls are needed to access that particular data source.
Connectors for RDBMS and LDAP directories are made
available out-of-the-box. The open and published interface
design of the connectors makes it possible to develop
additional custom connectors if necessary.
Developers use the repository API to connect, query, create,
delete, and modify repository items.
Profiles
To understand the ATG user profiles, let us start with the basic
understand about the need for user profiles. With the level of
details that the companies collect about their online users and
the objective of reducing digital marketing waste is what is
driving the need for online profiling. The activity of observing,
gathering, and storing the actions performed by your users and
any additional information that can separate one user from
another is known as online profiling.
The intent is very clear, once you visit the site and come to the
site again you should not be treated as an anonymous visitor
anymore (unless of course, you have deleted all your cookies).
Companies should be able to identify the visitor based on past
visit(s) and personalize the experience with the site or the given
channel accordingly. So, this makes the case for the ATG user
profiles. User profile is the collection of information about the
person visiting your website or a specific marketing channel or
touch-point.
The information may include details such as name, address, IP
address, Recently viewed offers, Last page visited before
dropping, products added to the cart, back-n-forth navigation
behavior, application-specific attributes, and much more.
Technically speaking, profile is a collection of attributes (key,
value pairs). These attributes are either provided directly by the

36. 35
user or collected based on browsing behavior or could be
shared information across multi-channels or multi-sites.
Note: ATG provides a default profile attributes and is extensible
based on business & application needs. Below are some of the
default ATG profile attributes:
Scenario
Bringing in the flavor of gamification into building and executing
marketing strategies & business functionalities using the
concept of scenarios in ATG web commerce. Scenario is a
“Game Plan” where you can define the sequence of events,
where the events are associated with specific actions. Based
on the trigger situations you can target specific user, a group of
users or even entire customer-base for business & marketing
communications. These communications include, but not
limited to delivering personalized content on the website or
mobile devices, personalized emails, mass communication
email e.g. change in online privacy policy, display specific
promotions, regional promotions, discounts, and more.
The biggest advantage of scenarios is they happen over time &
are reusable in nature. The scenario that is valid for 1 customer
or a set of customers today can be valid or trigger for another
set of customers tomorrow or even a year later when they
reach to that life-stage of the product or service consumption.
So, scenarios are kind of fire & track to start with. I didn’t say
“Fire & Forget” intentionally, since we need to track the
outcomes of the scenario & actions from user behavior
perspective and consume that output towards optimizing the
campaigns or the customer experience. Feed that data into
business intelligence or decision making engines or predictive
models.

37. 36
Droplet
Dynamically generating HTML from a java object is a very
common requirement for most applications. A droplet is an ATG
concept which is implemented with the help of java for the exact
same purpose. For all ATG front-end applications Droplets are
the backbone allowing the dynamic content to be weaved easily
into the JSPs (Java Sever Pages). The benefit of a droplet is
that you can have multiple Droplets in a single page.
Droplet is a combination of the java class and a properties file
of the Java class. The scope of a droplet is always global. Also,
Droplets can be nested and can be inter-linked (you can pass
parameters from one droplet to another). ATG provides about
150 out-of-the-box droplets for common tasks such as
iterations, repository lookups, page-linking and more. You
would run into situations where out-of-the-box droplets may not
serve the purpose or you have business needs to develop
custom droplets.
Product Catalog
For any eCommerce application, product catalog is a very
important piece of the puzzle and need substantial amount of
time & resources to analyze, plan, design, and implement.
Catalog is a way of organizing the products that you want to sell
in your sales & service channels. Based on the business need
you may create some products & promotions manually within
the catalog system or you may need to perform ETL to bring in
product catalog from external or internal sources. Product
catalog is needed to organize and manage the product data in
your database for you to use it in your online or offline
applications/systems. The ATG product catalog has 2 main
categories of products, the Non-navigable products and root
category products. Typically, the non-navigable products are
exempt from the product catalog’s navigational hierarchy.
Simplest way to understand this is “Search functionality will
return only those products whose category is rootCategory.
Assets
Assets are the objects defined in the content management
system or ATG in our case that are both persistent and
publishable. ATG repository supports repository assets and file
assets. Repository assets are created / edited within ACC or
BCC and are deployed as repository items. Whereas, file

38. 37
assets are created within BCC or external applications e.g.
Word or Excel and are deployed as file(s) to destination server.
DSP Tag Library
The DSP Tag Library comprises of various tags that allow
developers to access all data types in ATG’s Nucleus
framework and other dynamic elements in your JSPs. For most
of the common rendering/control tasks in a page, JSTL tags will
serve the purpose. But, if the task involves DAF resources
(Dynamo Application Framework), you need to use the DSP
Tags. For example, if you have a page that imports the DSP tag
library, you should use the DSP tags over the JSP tags. As a
developer you should be able to accomplish below tasks with
help of ATG’s Nucleus framework & the DSP tag library:
• Display component property values in web pages
• Connecting HTML forms to component property values, so
the information entered by the user is sent directly to these
components
• Embedding special components called ATG Servlet Beans
(typically used to generate HTML from a Java object) that
display the servlet’s output as a dynamic element in the JSP.
The dsp:droplet tag lets you do this by embedding an ATG
servlet bean in the web page.
DSP library tags support both runtime expressions, such as
reference to scripting variables, and the JSTL EL (Expression
Language) elements, also evaluated at runtime.
You can import a DSP tag library in your JSP placing below line
of code in the beginning of the page.
<%@ taglib uri=”/dspTaglib” prefix=”dsp”%>

39. 38
Summary
In this chapter we have looked at some of the major Oracle
Commerce components that forms the product core and
understood some of the basic concepts related to Oracle
Commerce such as Nucleus, Repositories, Profiles, etc...
In the next chapter we are going to look at the Oracle
Commerce installation checklist that will help you prepare for
the installation of the Commerce platform on your choice of
operating system maybe it Windows or some form of Linux.

40. 3
Thorough planning and
preparation is the key to
setting up the ATG Web
Commerce development
environment with least
amount of challenges
Oracle Commerce V11
Installation Checklist

41. 40
Section 1
Oracle Commerce
(ATG & Endeca)
Installation
Checklist
I. Elaborative Checklist
II. Downloading Prerequisite Softwares

42. 41
Elaborate Checklist
Oracle Commerce installation and configuration experience can
vary from rough-2-Smooth based on your exposure to the
product. We would call it a great adventure to start with and will
begin our journey by putting together a checklist of the
resources we need to perform the ATG & Endeca Commerce
installation and configuration on a developer machine. Let us
take a look at each aspect in details covering hardware
requirements, software requirements, and download details.
Hardware Requirements
Oracle Commerce 11.1 needs 64-bit hardware and at least
4-8GB of RAM for you to install and run it on the development
machine. If you can manage a system with 8+ GB RAM even
better.
Oracle Commerce v11.1 is the latest development in the
Commerce & Search landscape from Oracle.
OS Requirements
Oracle Commerce - both ATG & Endeca Commerce 11.1 need
64-bit version of Windows or Linux, OS to install and configure.
Oracle Commerce Software Checklist
Below is an elaborate list of softwares you will need for
successful installation & configuration of the Oracle Commerce:
1. Oracle JDK 1.7
2. WebLogic Server 12.1.2
3. Oracle Commerce Platform 11.1.0
4. Oracle Commerce Reference Store 11.1.0
5. Oracle Commerce ATG Control Center (OCC)
6. Oracle Commerce Customer Service Center (Optional)
7. Oracle Commerce MDEX Engine 6.5.1
8. Oracle Commerce Guided Search Platform Services 11.1.0
9. Oracle Commerce Content Acquisition System 11.1.0
10. Oracle Commerce Experience Manager Tools and
Frameworks 11.1.0
11. Oracle Commerce Developer Studio 11.1.0

43. 42
12. Oracle Commerce and RightNow Reference Integration
11.1.0 (Optional)
13. Oracle Commerce and Social Relationship Management
11.1.0 (Optional)
14. Oracle Commerce Document Conversion Kit 11.1.0
(Optional)
15. Oracle Database Express Edition 11g Release 2
16. JDBC Driver for Your Database Software - Comes with
Oracle Database Express Edition
17. Eclipse IDE
18. SQL Client (e.g. Oracle SQL Developer Client )
Downloading Pre-requisites for Oracle Commerce
1. Download the JDK (http://download.oracle.com/otn-pub/java/
jdk/7u40-b43/jdk-7u40-windows-x64.exe)
2. Download the WebLogic server (http://www.oracle.com/
technetwork/middleware/weblogic/downloads/wls-
main-097127.html)

44. 43
3. Download Oracle Express Edition or You may want to just
use MySQL that comes out-of-the-box (http://
download.oracle.com/otn/nt/oracle12c/121010/
winx64_12c_database_1of2.zip)
4. Download SQL Developer tool from Oracle (http://
d o w n l o a d . o r a c l e . c o m / o t n / j a v a / s q l d e v e l o p e r /
sqldeveloper64-3.2.20.09.87-no-jre.zip)
5. Download Eclipse IDE from http://www.eclipse.org

45. 44
6. ATG Plug-in for Eclipse - Is now a part of your Oracle
Commerce Installation
7. Download the ATG Web Commerce Documentation at http://
www.oracle.com/technetwork/indexes/documentation/
atgwebcommerce-393465.html
Useful Tools from Open Source World
• ATG Log Colorizer
• ATG DUST (Dynamo Unit & System Test)
• ATG ANT
• ATG Repository Modeler
• ATG Repository Definition Editor
• ATG Repository Testing
• ATG Dynamo Servlet Testing
• ATG DUST Case (just like Junit’s Testcase)
• FormHandler Testing
• Eclipse IDE
• ATG Plug-in for Eclipse
• XML Editor (e.g. Notepad++ or XMLSPY)

46. 45
Downloading the Oracle Commerce Modules
1. Sign-in to https://edelivery.oracle.com/
2. Read and Accept license agreement
3. Select product as ATG Web commerce
4. Select your platform as 64 bit
5. Select Oracle ATG Web Commerce (11.1.0)
There are 3 categories of modules:
1. Commerce
• Oracle Commerce Platform
• Oracle Commerce ACC
• Oracle Commerce Reference
• Oracle Commerce Service Center (Optional)
• Oracle Web Server Extensions (Optional)
2. Search / Experience Manager
• Oracle Commerce MDEX Engine
• Oracle Commerce Guided Search Platform
Section 2
Downloading the
Oracle Commerce
Modules

47. 46
• Oracle Experience Manager Tools and Frameworks
• Oracle Commerce Content Acquisition System
• Oracle Commerce Developer Studio
3. Reference Integrations
• Oracle Commerce and RightNow integration
• Oracle Commerce and Social Media Relationship
• Oracle Commerce Reference Store
While writing the book I’ve experienced that the Oracle
edelivery site have undergone some redesign and the new site
could be challenging at first to use, so here are some of the
guidelines and screenshots to make your journey easy.
Visit the http://edelivery.oracle.com website and click on the
Sign In link (button) and provide the Oracle credentials to sign-
in and search the product that you are interested in for the
platform of choice.
Click on the link to accept the export restrictions
terms and continue.

48. 47
This is the new interface from Oracle to search the products and services:
Type “Oracle Commerce” -
which would lead to Oracle
ATG Web Commerce,
Oracle Endeca Experience
Manager, and Oracle
Endeca Guided Search in
the search results.
I’ve select all three since,
with the new interface I did
not find any easy way to
s e l e c t j u s t “ O r a c l e
Commerce” and download
whichever components I
want to install.

49. 48
Select the platform of your choice and click continue.
De-select Oracle Commerce ACC, Assisted Selling Application, and Oracle Endeca Tools and Frameworks (from Endeca Guided
Search 11.2.0.0.0 or 11.1.0.0.0 - whichever version you are downloading. As mentioned earlier and even later in the book - we are
interested in the “Oracle Endeca Experience Manager Tools and Frameworks” from the Oracle Endeca Experience Manager 11.2.0.0.0
or 11.1.0.0.0.

50. 49
Accept the Oracle Standard Terms and Restrictions by clicking on the Checkbox and click Continue.

51. 50

52. 51
You can either click on “Download All” link or if you are on Linux based OS you can also use the WGET options where Oracle will
download the wget.sh file with all the zip files that you need and you can even set your Oracle account password in the SH file and
execute it to download all the files directly using the wget script file.
You can open the wget.sh in text editor and set the
SSO_USERNAME and SSO_PASSWORD
variables and then run the script file, which will
download all the selected zip files for different
Oracle Commerce components into the folder where
you have downloaded the wget.sh file.
In the latest wget.sh Oracle is now letting the user
enter the username and password at the console rather than setting it in the wget.sh file. You can of course choose to set it yourself if
need be.

53. 52
Summary
In this chapter, we have looked at the checklist covering all the
softwares that you might need to install the Oracle Commerce
platform, and have looked at where to download the Oracle
Commerce platform installer files for the OS platform of choice.
In the next chapter we will learn how to install the pre-requisites
for Oracle Commerce platform such as JDK, application server,
database, setting environment variables, SQL client software,
etc...

54. 4
This chapter outlines and
explains the steps involved
in installing all the pre-
requisites for Oracle
Commerce e.g.:
- JDK 1.7
- WebLogic 12.1.x
- Oracle XE DB
- SQL Developer
Installing Pre-
requisites

55. 54
Section 1
Installing Pre-
requisites - JDK 1.7
I. Installing JDK 1.7
II. Installing WebLogic Server 12.1.x
III. Configuring the WebLogic Domain
IV. Setting Environment Variables
V. Installing Oracle XE DB
VI. Installing SQL Developer
Oracle Commerce Pre-requisites
JDK 1.7
Weblogic
Server 12.1.x
Creating WLS
Domain
Setting
Environment
Variables
Oracle XE DB
Engine SQL Developer

56. 55
Install Commerce Commerce Platform
In this section, you are going to learn how to install the
Commerce aspect of the Oracle Commerce Platform.
JDK 1.7
Installing the Oracle Commerce Platform starts with making
sure you have the RIGHT JDK Version installed on your choice
of operating system. We will install JDK 1.7 for the latest Oracle
Commerce 11.1 release.
What do you need to do?
1. Visit www.oracle.com
2. Locate the JDK Download page
3. In my case I’ve downloaded JDK 7 for Windows x64 (64-bit)
4. Download the installer executable to your local machine
OR
Simply download from this location - Download the JDK (http://
download.oracle.com/otn-pub/java/jdk/7u40-b43/jdk-7u40-
windows-x64.exe).

57. 56
For faster machines you might not notice this screen
JDK installer executable is preparing the setup program and
hence NEXT button is disabled until its ready for you to take
action
Now that the installer executable have the setup program ready
to perform installation
Hit Next to continue with the JDK installation
JDK setup program will navigate you through various steps
using which it collects user inputs for the JDK setup
customization
You can change the folder location
You can opt-out of Source code etc…
Hit Next to continue the installation

58. 57
Once you hit Next to continue, the setup program will start
copying necessary files to your machine to set it up with JDK
1.7
The installer wizard now copies all the JDK 1.7 files to the
destination folder.

59. 58
And, there you go
The JDK 1.7 Installation is now complete
Hit the Close button
SUMMARY
At the end of this chapter you have installed all the pre-
requisites for Oracle Commerce & Guided Search platform.
Remember to take a note of few important path values that you
will need in next chapter as below:
Oracle Middleware Directory
WebLogic Home
WebLogic Domain
JDK Home
Oracle SQL Developer
Oracle XE (eXpress Edition - Database)

60. 59
Installing SQL Developer
Download the SQL Developer client from the OTN (Oracle
Technology Network) site and Unzip the file to this folder
“sqldeveloper” on your desktop or any other convenient folder.
We’ve exploded the ZIP file to desktop per below screenshot:
Run the sqldeveloper executable from this folder in order to
launch the sql client to connect with the Oracle XE database.
Section 2
Installing Pre-
requisites - SQL
Developer -
Windows

61. 60
You can click on the + under connections view to create a new
database connection to test out the connectivity with the newly
installed Oracle XE database.
Click on the Test button to verify connectivity. You will see the
status: being updated to success if the connectivity establishes
with the Oracle database - .

62. 61
Creating Tablespace and Users for Oracle Commerce
Before we start our journey with installation of Oracle
Commerce products and components - let us prepare the
database with the couple of user accounts that we will need to
configure Oracle Commerce.
As a first step - we need to create the tablespace and couple of
user accounts e.g. publishingcrs and productioncrs.
Create table space in the folder named dbf1 in the location C:
oraclexeapporacleproduct<version>server
• Create a folder dbf1
• Create a tablespace using SQL Developer client
• Connect to the XE instance using system/Welcome1
password
• Then execute the following command
create tablespace USERS01
datafile 'C:oraclexeapporacleproduct11.2.0server
dbf1users01.dbf'
size 32m
autoextend on
next 32m maxsize 2048m
extent management local;

63. 62
You will receive a message “Tablespace USERS01 Created”.
You can verify the creation of the USERS01.dbf file in the dbf1
folder.
Next, we will create the users publishingcrs, productioncrs, and
stagingcrs using below commands in sql developer client.
create user publishingcrs identified by publishingcrs default
tablespace USERS01 temporary tablespace temp;
create user prodcorecrs identified by prodcorecrs default
tablespace USERS01 temporary tablespace temp;
create user stagingcrs identified by stagingcrs default
tablespace USERS01 temporary tablespace temp;
grant DBA to prodcorecrs;
grant DBA to publishingcrs;
grant DBA to stagingcrs;
With this - we are done with setting up the pre-requisites for
Oracle Commerce. The platform has been established and that
puts us now on the track that is full of adventure and
excitement. Welcome to the world of product customization
extension, and development.

64. 63
Installing the WebLogic Server
Once you have the JDK installed, you can move on to next step
and that is to install the Oracle WebLogic Server.
This section assumes that you have downloaded the WebLogic
Installer for Windows from previous chapter or you can visit this
link - (http://www.oracle.com/technetwork/middleware/weblogic/
downloads/wls-main-097127.html).
Download the OEPE - Oracle Enterprise Pack for Eclipse - from
above URL which contains the WebLogic Server, Coherence,
and Eclipse. Go to the download folder and execute the
following steps to install the Oracle WebLogic Server:
Launch the WLS Installer
Section 3
Installing Pre-
requisites -
WebLogic Server

65. 64
The wizard is preparing the installer to setup the WebLogic
server on your local machine.
• Hit Next to continue with the installation process
• Respond to all the Wizard prompts
• Provide the location for WLS to create the new Oracle Home
folder

66. 65
• Default is C:OracleMiddlewareOracle_Home
• You can opt-in to provide a different location
• Hit Next to continue with the installation process
• Click InstalI to continue with the Oracle Enterprise Pack for
Eclipse installation
• The installer then prepares to copy the files
• Completes the setup
• Saves the inventory
• Runs post-install cleanup scripts

67. 66
• Installation is now complete
• Click Next to continue
• Installer will present you with the summary of installation
tasks
• Click Finish to complete and exit the installer

68. 67
Creating a WebLogic Domain
We are now going to create a WebLogic domain (e.b.
base_domain) where we will deploy ATG managed servers.
In order to create a new domain - you can use the WebLogic
Domain configuration wizard and launch it from the Windows
Start menu as below:
Section 4
Installing Pre-
requisites -
Creating a
WebLogic Domain

69. 68
Click on the “Configuration Wizard” to launch
Since, we don’t have any existing domain - we will create a new
one with the name base_domain. You can change the name to
something else e.g. ATG_TestDomain or ATG_Education.
We will keep the default domain name for this installation.
Click Next to continue with the creation and configuration of the
base_domain.
You can continue with the defaults i.e. Basic WebLogic Server
Domain or you can add other templates if need be. For this
installation we will create the base_domain using the Basic
WebLogic Server Domain.

70. 69
On this prompt enter the domain username and password. Of
course, you will also need to confirm the password.
We will continue with “weblogic” as the username and
Welcome1 as the password. (Password of your choice)
Select whether the domain you are creating is for the
development or production purpose/mode. In the development
mode you can get away with the prompt for entering the
username and password every time you start WebLogic server
using the boot.properties file. We will look at the steps to define
boot.properties file in this chapter.

71. 70
This screen helps you perform some of advanced configuration
specific to Administration server, Node manager, and Managed
servers, clusters & coherence.
For this installation we are not going to modify any of the
settings for these areas. We will click Next to continue with the
default installation options.
Review the configuration summary and click Create to continue
with the creation of base_domain.

72. 71
Next few screens will show the progress of the domain creating
and configuration. Once the domain is created and configured -
you can click Next to continue with the Fusion middleware
configuration wizard.
Once the domain is created, the installer will provide you
confirmation with the location of the domain on your volume/
drive and the admin server url as well - as presented in the
screenshot.
Optionally, you can instruct the configuration wizard to start the
admin server while exiting the the wizard by selecting the check
box “Start Admin Server” - followed by clicking on the Finish
button.

73. 72
Alternatively, you can start the admin server from the
base_domain folder by running the startWebLogic.cmd or
startWebLogic.sh (Linux).
Once the server has started you will see below message in the
console <Server state changed to RUNNING.>

74. 73
Additionally, you can verify the access to Admin console by
launching the browser of your choice, and entering http://
localhost:7001/console in address bar.
You can verify the access the admin server by entering
weblogic/Welcome1 - or the password you chose to set during
the configuration wizard for your domain.
This completes our verification that the WebLogic Admin Server
is up and running.
For now, we will shutdown the WebLogic Server by pressing
Ctrl + C or closing the terminal window.

75. 74
Setting Environment Variables
Now - let us set the required environment variable
JAVA_HOME and PATH to ensure Java is available in the path
and reachable while we install other Oracle installers for
Commerce Platform.
You need to launch the (right-click) Properties for “My
Computer” on your Windows machine.
Section 5
Installing Pre-
requisites - Setting
Environment
Variables

76. 75
You can then click on “advanced system setting” in the left
navigation menu - which will launch the System Properties
dialog box.
Next - click on the “Environment Variables” button.
It will launch another dialog box with the list of both User
variables and System variables.
Click on the New... button to create a new System variable -
called JAVA_HOME and assign it a value of the path to the JDK
1.7 version e.g. C:Program FilesJavajdk1.7.0_67

77. 76
Next step is to set the PATH variable to add the path to JDK 1.7
as per below screenshot: (double-click on the PATH pre-
existing system variable)
Append the JDK 1.7 path to the PATH system variable. Click
OK to confirm the changes to the PATH system variable.
Click OK to exit the Environment Variables dialog box. And,
click OK again to exit the System Properties dialog box.

78. 77
Installing Oracle eXpress Database Edition 11g R2
In order to install Oracle Commerce (ATG) - you can either
choose to live with the built-in MySQL database or you can
install Oracle eXpress Database Edition 11g R2 for your
installation. We are going to use use the Oracle Express
Database Edition 11g R2 for this installation.
If you recollect we have already downloaded the Oracle
eXpress database edition in Chapter 3.
Launch the Oracle XE DB installer from the download location.
Section 6
Installing Pre-
requisites - Oracle
eXpress Database
Edition 11g R2

79. 78
Accept the license agreement and click Next to continue with
the installation wizard.

80. 79
Select the destination folder where you want to install the
Oracle Database 11g Express Edition. Click Next to continue
with the installation wizard.
Specify and confirm the password you want to setup for the
SYS and SYSTEM database accounts. I would keep it as
admin. (or something easy to remember or keep it the same
Welcome1 across all of your installations)

81. 80
Review all the installation settings and click the Install button to
continue with the installation wizard. You might want to take a
note of the “Oracle Database Listener” port - 1521- you will
need the port and the database instance name (e.g. XE) during
the ATG Commerce instance configuration in later chapter.
Click Install to continue with the installation wizard.
Installer wizard would now copy necessary files to the
destination folder (e.g. c:oraclexe).

82. 81
Once the installation wizard finishes copying the files you can
click on the Finish button to exit. You can verify whether the
Oracle Database service is running from Administrative Tools in
your windows Control Panel as per this screenshot.
Launch Services using below steps:
Start > Control Panel > System and Security > Administrative
Tools > Services
With this - we are done with the installation of Oracle Database
Express Edition 11g R2.

83. 82
Oracle SQL Developer Client
Once you have the database engine setup you will need a
client application to be able to connect to the database and in
case if you need to be able to run some SQL commands to
view the table structures or records, alter the schema, add
tables, alter permissions, etc...
With Oracle Commerce test run in this book, I do not see you
making any changes to the Oracle Commerce schema, but in
the real-world application you would be potentially extending
the existing Oracle Commerce schema e.g. adding new
attributes to the user profile.
You can visit the URL - http://www.oracle.com/technetwork/
developer-tools/sql-developer/downloads/index.html to
download the Oracle SQL developer client universal launcher
ZIP file.
Section 7
Installing SQL
Developer Client -
Mac

84. 83
Accept the licensing terms as below and select the package for
either Windows (32/64-bit), Mac OSX, or Linux variants:
I’m downloading it for Mac OSX for demonstration but you can
do it for Windows or Linux.
Unzip the sqldeveloper-4.1.2.20.64-macosx.app.zip to desktop
and you will see either the SQLDeveloper folder on Windows /
Linux or sqldeveloper.app on Mac OSX as below.

85. 84
Launch Oracle SQL Developer client by double-clicking on the SQL Developer.app icon on your desktop or wherever you have
unzipped it.

86. 85
Bring up the Oracle database either on your local machine or virtual machine or development environment and create a new
connection in SQL developer. As you will learn in Chapter 12 (Automated Setup using VagrantUp & VirtualBox) - I’ve setup my Oracle
DB12C on Virtual Machine using Vagrant virtual environment automation tool as below:

87. 86
Summary
This concludes the setup and configuration of Oracle SQL
Developer client tool for Mac and the chapter as well.
We have installed all the prerequisites for Oracle Commerce in
this chapter and will dive into Installing Oracle Commerce v11
in next chapter.

88. 5
This chapter outlines and
explains the steps involved
in installing Oracle
Commerce including:
- Oracle Commerce
Platform
- Oracle Commerce
Reference Store
- Oracle Commerce ACC
Installing Oracle
Commerce v11

89. 88
Section 1
Installing Oracle
Commerce
Platform
Oracle
Commerce
Oracle Commerce
Service Center 11.1
Oracle ATG Control
Center 11.1
Oracle Commerce
Reference Store
11.1
Oracle Commerce
Platform 11.1

90. 89
Install Commerce Commerce Platform
What is Oracle Commerce Platform?
Oracle Commerce (a.k.a. ATG Web Commerce Platform) is the
leading enterprise eCommerce solution that provides you with
the eCommerce platform and framework that you can
customize and extend per your requirements. It brings few
inherent benefits - speed in commerce solution development for
the developer community and also the improved time-2-market
for marketing and business.
In this section, you are going to learn how to install the Oracle
Commerce Platform.
Before we get started with the process of installing Oracle
Commerce Platform and its components, let us make sure you
have downloaded and unzipped all the downloads to respective
folders to be able to run the same in sequential manner.
Below screenshots provides you the list of components needed
from http://edelivery.oracle.com:
Oracle Commerce Components (a.k.a. ATG Commerce)
Oracle Guided Search & Experience Manager
Components (a.k.a. Endeca)

91. 90
Below are the list of ZIP files you will have after downloading
above components:
Below is the exploded list of all the components:
ATG Commerce Components
• OCPlatform11.1
• OCReferenceStore11.1
• OCACC11.1
Endeca Components
• OCmdex6.5.1-win64
• OCplatformservices11.1.0-win64
• cd (folder)
• OCcas11.1.0-win64
• OCdevstudio11.1.0-win64
Since, we now have all the necessary components unzipped -
let us launch the 1st installer i.e. OCPlatform11.1 from the
downloads folder.
Double-clicking the OCPlatform11.1 executable will launch the
Oracle Commerce Platform (a.k.a. ATG Platform) installer.

92. 91
The setup program will walk you through several steps to install
the OCP (Oracle Commerce Platform).
• Select the language of choice and click OK to continue.
• Installer will now show you the introduction screen indicating
you can click Next to continue with the installation or click on
the Cancel Button to exit the installer.
• Click Next to continue with the installation wizard.

93. 92
• In this step you will be required to “ACCEPT” the terms of the
license agreements, in order to continue with the installation
• Select “I Accept”, which will enable the Next button
• Click Next to continue with the installation
• In this step you need to select the folder/drive where you
want the installer to extract and copy the Oracle Commerce
platform files
• E.g. C:ATGATG11.1
• It is not mandatory to install Oracle Commerce in the default
folder - you can change it to your development requirements
• Click Next to continue with the installation

94. 93
• Select the products you wish to install as a part of this
installation
• Our choice is NOT “Select All” - We have not selected some
of the B2B reference sites and even MySQL
• Remember, we are using Oracle eXpress Edition
• It covers (ATG Platform, Portal, Content Administration,
Motorprise, Quincy Funds, MySQL & Demo Accounts)
• Click Next to Continue
• In this step we will select the application server for our Oracle
Commerce Installation
• Since we have already installed WLS, we’ll select “Oracle
WebLogic” as an application server of choice
• Click Next to continue with the installation

95. 94
• In this step you need to provide following inputs
• Oracle Middleware Directory
• WebLogic Home
• WebLogic Domain
• JDK Home
• Click Next to continue with the installation
• In this step you can review your responses to previous
prompts
• Verify & Change (if need be) - Click Previous button to make
any changes to your responses
• Click Install to perform the Oracle Commerce setup using the
inputs listed in this section

96. 95
Installer now extracts and installs various components of the
Oracle Commerce Platform to the destination folder.
Once the installer is done copying all the necessary files to the
destination folder, 100% - will give you the indication about
completion.
Click DONE to exit the installer - with this we are done installing
the Oracle Commerce Platform.

97. 96
Install Commerce Commerce ACC
(ATG Control Center)
ATG Control Center is one of the UI that business users can
use to perform most of the business functions such as:
• Manage User profiles, roles, and organizations
• Manage profile groups
• Manage content items
• Manage content targeters
• Manage content groups
• Manage SCENARIOS and SLOTS (ACC ONLY)
• Manage Workflows (ACC ONLY)
Most of the above functions are now available and managed
typically from the BCC (Business Control Center), which is a
Web-based UI - except the last 2 bulleted items, which are
manageable from ACC ONLY.
Section 2
Installing Oracle
Commerce ACC
(ATG Control
Center)

98. 97
We have already downloaded all the necessary components
needed for installing the Oracle Commerce & Guided Search
platform as shown below:
In this section, we are going to install Oracle Commerce ACC
(ATG Control Center) by double-clicking on the OCACC11.1
executable from the downloads folder.
Once the installer is ready it will present you with the language
options to select and continue.
• Select the language of choice and click “OK” to continue with
the installation.

99. 98
• The installer is now ready
• Click Next to continue with the installation
• Accept the license agreement terms
• Click Next continue with the installation

100. 99
• Select the folder for the installer to extract the ACC files
• Typically it would be under the ATG folder - peer to the
ATG11.1 folder
• Click Next to continue with the installation
• Select the location where you want to place shortcut for ACC
inside your Windows program menu
• Click Next to continue with the installation

101. 100
• Ready to rock-n-roll with the installation
• Review your responses to the installer prompts
• Click Install to continue with the installation process
• On the way to its destination
• You should receive the DONE message shortly
• Installation is now complete
Note: You can install & run ACC from either the SERVER or
CLIENT - it is just a Java executable and can point to any of
your existing Oracle Commerce (ATG) servers.

102. 101
Installing Commerce Commerce
Reference Store
We have already downloaded all the necessary components
needed for installing the Oracle Commerce & Guided Search
platform as shown below:
In this section, we are going to install Oracle Commerce
Reference Store by double-clicking on the
OCReferenceStore11.1 executable from the downloads folder.
Section 3
Installing Oracle
Commerce
Reference Store

103. 102
• You will land on this screen, once you launch the installer
executable, and it prepares the setup program to continue
• You can pick the language of choice (“English” in this case)
and continue
• Click OK to continue with the installation
• The setup program will walk you through several steps as
outlined on the LEFT in above screenshot
• Installer will start with “Introduction to the InstallAnywhere
program” & the actions you need to perform to continue
• Click Next to continue with the installation

104. 103
• In this step you will be required to “ACCEPT” the terms of the
license agreements, in order to continue with the installation
• Select “I Accept”, which will enable the Next button
• Click Next to continue with the installation
• In this step you need to select the folder/drive where you
want the installer to extract the Oracle Commerce platform
files for the Commerce Reference Store
• E.g. C:ATGATG11.1
• Click Next to continue with the installation

105. 104
• This step is the same as all other windows installation
program prompts
• You need to decide where you want to place the shortcut
icons/menu
• We will use the default selection
• Click Next to continue
• In this step you can review your responses to previous
prompts
• Verify & Change (if need be) - you can click on the Previous
button to make any desired changes
• Click Install to perform the Oracle Commerce Reference
Store setup using the inputs listed in this section

106. 105
• Once the installer is done copying all the necessary files to
the destination folder, 100% - will give you the indication
about completion.
• Click DONE to exit the installer

107. 106
Oracle Commerce Web Server
Extensions
If you are planning to planning to deploy web content such as
binary files (images, pdfs, docs, etc...) or static text content files
to staging and production environments (web servers), you
need to install the optional component Web Publishing Agent
of the Oracle Commerce Suite i.e. Oracle Commerce Web
Server Extensions.
You can download this piece of installer/software from the same
edelivery location as the rest of Oracle Commerce installers for
your OS architecture.
In production environment - remember, you will need to install
the Web Publishing Agent on each web server.
You will use the Oracle Commerce Web Server Extensions 11.1
installer to install the Web Publishing Agent on each web
server.
Section 4
Installing Oracle
Commerce Web
Server Extensions

108. 107
Download the installer for OC Web Server Extensions 11.1 @
previous download location as per below screenshot:
Launch the installer by double-clicking on the
OCWebServerExtensions11.1.exe - installer executable.
Launching the installer will present the wizard with an option to
pick the language for the installer - default selection is English.
Click the Go button to continue with the installation wizard.

109. 108
You can take a quick look @ all the steps required to setup the
Web Publishing Agent on the web server on staging or
production environment.
Click the Next button to proceed with the next screen and
follow the prompts to carry out next step.
You are required to accept the terms of the License Agreement
to continue to the next screen.
Click on the Next button to continue.

110. 109
Select the default folder location or provide an alternate location
and click Next to continue.
You have an option of either installing the ATG Publishing Web
Agent on all the production servers or manage content across
multiple HTTP and Oracle Commerce servers, pushing content
from the Oracle Commerce Platform document root to the
HTTP servers document roots. This can be achieved using the
Oracle Commerce Web Server Extensions distributor service.

111. 110
Provide the distributor service port - keep if default if you want
to and click Next to continue.
Specify the cache directory ( document root directory ) to be
used by the Distributor Service.The directory can be the Web
Server's document root directory or any subdirectory within it.

112. 111
Specify an ATG Publishing Web Agent (RMI) Port. In this step you will specify the local directory that the
Publishing Web Agent can use as the document root directory.

113. 112
Remember - in real-life you might be installing the ATG
Publishing Web Agent on a Linux based system in non-prod
and production environments. So, the installation steps could
be somewhat different, but the configuration requirement are
still going to be the same as explained here.
The installer wizard is now read to install the ATG Publishing
Web Agent.

114. 113

115. 114
Summary
In this chapter we have looked as installing some of the most
common Oracle Commerce components for a developer
machine e.g. Oracle Commerce Platform, Oracle Commerce
Reference Store, Oracle ACC, and Oracle Commerce Web
Extension.
In the next chapter, we will continue our journey to install the
Oracle Endeca Commerce components such as MDEX,
Platform Services, Tools & Frameworks, CAS, and Developer
Studio.

116. 6
This chapter outlines and
explains the steps involved
in installing Oracle
Commerce including:
- Endeca MDEX Engine
- Guided Search Platform
Services
- Tools and Frameworks
- Content Acquisition
System
- Developer Studio
Installing Oracle
Commerce - Cont’d

117. 116
What is Oracle Commerce Guided
Search?
Oracle Commerce Guided Search (in previous life - Endeca
Guided Search) enables its users to explore data interactively
in real time - could be in the form of search, navigation &
visualization.
It facilitates this through an interface that is very easy to
understand and use - without worrying about the scale and
complexity of the underlying data.
In this age of Internet, users need to search, navigate, and
analyze all of their data - in finer details as possible. Also, users
need to sometimes be able to aggregate the data and present
accordingly. The application of search, navigate, and
visualization is to guide the users achieve their goal while they
are interacting with your application which can be device and
form-factor agnostic.
Section 1
Understanding
Oracle Commerce
Guided Search
oracle Commerce Cont'd
Guided Search Platform
Oracle MDEX
Engine
Oracle Guided Search
Platform Services Oracle Experience
Manager Tools &
Frameworks
Oracle Content
Acquisition System
Oracle Developer
Studio

118. 117
Search, Guided Navigation, and Visualization Experience Management
Oracle Endeca product provides 3 different solutions:
• Oracle Endeca Guided Search
• Oracle Endeca Experience Manager
• Oracle Endeca Information Discovery
Oracle Endeca Guided Search - provides solution to build front-
end applications with capabilities to provide end-user
experiences for search and navigation.

119. 118
Oracle Endeca Experience Manager - provides solution to build
online personalized experienced & content authoring tool for
the business and marketing teams.
Oracle Endeca Information Discovery - provides solution to
build discovery and analytic solution for your data sources such
as customer orders, customer feedback & surveys, data
analysis using search and discovery, big data discovery, etc...
Considering the 3 options - we will be using a combination of
guided search and experience manager for this book, hence we
will be looking forward to install Oracle Endeca MDEX, Oracle
Endeca Platform Services, Oracle Endeca Tools & Frameworks
with Experience Manager, Oracle Content Acquisition System,
and Oracle Developer Studio.

120. 119
Installing Oracle Commerce MDEX
Engine
In this chapter, we are going to review all the steps required to
install the Oracle Commerce Experience Manager & Guided
Search components a.k.a. Endeca Commerce.
Oracle Commerce (ATG) and Oracle Guided Search /
Experience Manager run on the basis of different architecture
and framework. But, Oracle have made them talk to each other
and are still in the process of further unification of these tools
bought over from different companies.
What is MDEX Engine?
At the heart of Oracle Guided Search &
Experience Management platform are few
components such as MDEX Engine,
Dgraph, Platform Services Agent, Central
Server, Tools and Frameworks, Content
Acquisition System, and Developer
Studio.
MDEX is Endeca’s engine that drives search and discovery of
data. The underlying data that MDEX indexes can be in any
form i.e. Structured, Semi-structured, or Unstructured.
Section 2
Installing Oracle
Commerce MDEX
Engine

121. 120
MDEX is positioned in the market as a hybrid search and
analytical database - with its own proprietary algorithm to store
and query the data. The indexed data is stored both on disk
and in-memory. If the available amount of memory is less than
the size of index, it still maps entire index continuously in-
memory (most recently used data) and on disk (least recently
used data).
Based on the need MDEX engine brings the data in-memory by
swapping.
Endeca derives its data structures on the basis of the data that
is loaded - not strictly following any particular schema (call it
schema-less or each data record has its own schema).
Endeca records in the index are made up of values and key/
value pairs, and does contain hierarchies.
All the access to MDEX is via the Endeca web-services API -
maybe it the front-end application, the experience manager, or
any of the Endeca administration and operations scripts.
The Oracle Commerce MDEX engine comprises of Indexer
(Dgidx), Dgraph, and Agraph. We will look at these terms and
concepts in later chapter(s).
Let us stay on course for now to start with the installation of 1st
component in the series of Oracle Guided Search & Experience
Management Platform i.e. MDEX Engine.
Below is the list of all the software installers that we
downloaded in chapter 5.
Double-click on the OCmdex6.5.1-win64_829811.exe to launch
the MDEX installer wizard.

122. 121
The installer will extract and launch the Oracle Commerce
MDEX Engine 6.5.1 x64 Edition installation wizard.
• Click Next to continue with the installation wizard.
• Review the Copyright & Legal information related to this
software
• Click Next to continue with the installation

123. 122
• Select the location where you would like to create new
shortcuts.
• Click Next to continue with the installation
• Select the folder on your local drive where you want to store
the install files
• We will continue with the default C:EndecaMDEX6.5.1
• Click Next to continue with the installation

124. 123
• Now that you have responded to all the prompts
• Click Next to start copying file to the destination folder
• Setup is now validating installation files
• Wait for the installer to finish copying the files

125. 124
• Setup is now coping the necessary files to C:EndecaMDEX
6.5.1 folder as specified during the installation prompt.
• With this you have successfully installed the Oracle
Commerce Endeca MDEX Engine.
• Click Finish to exit the installation wizard
• Verify the MDEX folder is available at C:EndecaMDEX -
after the installation is complete
Also, we are going to Unzip OCpresAPI6.5.1-win65-829811.zip
which will contain a folder with the name “PresentationAPI”
under the “Endeca” folder.

126. 125
Once extracted you will notice a new folder “Endeca” created -
copy the sub-folder “PresentationAPI” to C:Endeca.
Verify the content of C:Endeca - should contain 2 sub-folders
MDEX and PresentationAPI.
This concludes the installation of MDEX and PresentationAPI.

127. 126
Installing Oracle Commerce Guided
Search Platform Services
Oracle commerce guided search platform services comprises of
several components that play a very important role in couple of
important areas e.g. ETL - Extract, Transform, and Load using
the Data Foundry & Forge processes - and - the Endeca
Application Controller (EAC). Additionally, it also comprises of
other components such as logging, reporting, presentation API,
reference implementations, and the key emgr_update utility.
Oracle Guided Search
Platform Services
Components
EAC (Endeca
Application
Controller)
Data
Foundry
Logging and
Reporting
System
Reference
Implementati
ons
emgr_update
utility
Presentation
& Logging
APIs
Section 3
Installing Oracle
Commerce Guided
Search Platform
Sercies

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Pre-requisites for Installing Platform Services
Since we are installing the Oracle Commerce on Microsoft
Windows platform, you need to make sure the user account
that you are currently signed-into has necessary permissions /
rights to install or remove windows services.
Platform services component will ask for the following details
during the installation process:
• Username
• Password
• Verify Password
• Domain
Below is the list of all the software installers we downloaded in
chapter 5.
Launch the Oracle Commerce Guided Search Platform
Services installer executable OCplatformservices11.1.0-
win64.exe from the downloads folder (left).
• Once you launch the Endeca Platform Services 11.1.0
installer executable, it loads the setup wizard
• Once the setup wizard is ready
• Click Next to continue the Platform Services 11.1.0
installation

129. 128
• Review the Copyright information related to this software
• Click Next to continue with the installation
• Do you want this installation to be just for your own use or
everyone who uses this computer?
• Pick the response that is applicable to your scenario
• Click Next to continue with the installation