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Commerce Reference Store

Version 11.2

Installation and Configuration Guide

Commerce Reference Store Installation and Configuration Guide

Product version: 11.2

Release date: 10-22-15

Document identifier: CrsInstallationAndConfigurationGuide1603081515

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Commerce Reference Store Installation and Configuration Guide iii

Table of Contents

1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Commerce Reference Store for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2. Installation Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Commerce Reference Store Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Before Installing Oracle Commerce Platform Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Identifying Your Environment and Add-on Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Setting Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Installing the Oracle Commerce Platform and Commerce Reference Store Software . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Installing on Linux with GCJ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Installing the Oracle Commerce Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Installing Commerce Reference Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Starting the Application Server (WebLogic and WebSphere Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Creating a Shared Archive Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Configuring the Oracle Commerce Platform Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Starting CIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Setting the Administrator Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Configuring Oracle Commerce Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Selecting an Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Configuring the Guided Search Security Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Configuring Your Database Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Configuring Your Oracle Commerce Platform Server Instances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Creating the EAC Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Assembling and Deploying Your Oracle Commerce Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Reducing Logging Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Additional Oracle Commerce Platform Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Additional Application Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

WebLogic Configuration (WebLogic Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Additional WebSphere Configuration (WebSphere Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Starting the Publishing and Production Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

WebLogic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

JBoss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

WebSphere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Browsing the Publishing and Production Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Browsing the Publishing Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Browsing the Production Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configuring and Running a Full Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Configuring the Deployment Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Checking the Baseline Index Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Promoting the Commerce Reference Store Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Accessing the Storefront . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Adding the User Segment Credential to the Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Configuring Incremental Change Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

3. Uninstalling Commerce Reference Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Stopping the Publishing and Production Servers and Removing Their Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Stopping the Servers and Removing Artifacts on WebLogic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Stopping the Servers on JBoss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Stopping the Servers and Removing Their Artifacts on WebSphere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Dropping the Oracle Commerce Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

iv Commerce Reference Store Installation and Configuration Guide

Removing the Oracle Commerce Platform and Commerce Reference Store Software (Windows

Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Deleting the Oracle Commerce Platform Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Removing the EAC Application and CAS Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

4. Appendix A: Creating the EAC Application via Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

1 Introduction 1

1 Introduction

This document describes how to install and configure Oracle Commerce Reference Store on the WebLogic,

JBoss, and WebSphere application servers. Developers who are interested in modifying and extending

Commerce Reference Store should follow these instructions provided in this guide. This chapter covers the

following topics:

Document Conventions (page 1)

Commerce Reference Store for Mobile (page 1)

Document Conventions

This guide uses <ATG11dir> to represent the Oracle Commerce Platform installation directory (C:\ATG

\ATG11.2, for example).

Commerce Reference Store for Mobile

The Commerce Reference Store Mobile Web application (CRS-M) is provided as part of the standard Commerce

Reference Store distribution. You can include the CRS-M application in your configuration by choosing the

Mobile Reference Store option from the CHOOSE COMMERCE REFERENCE STORE ADDONS menu in CIM (during

the product selection process).

2 1 Introduction

2 Installation Instructions 3

2 Installation Instructions

This section describes the Commerce Reference Store architecture and provides detailed information on how to

install and configure it.

Commerce Reference Store Architecture

This section describes how to install and configure a Commerce Reference Store in an environment that:

• Runs on a single machine.

• Has two Oracle Commerce Platform instances, one for publishing and one for production, which run under

separate servers within a single application server distribution.

Each Oracle Commerce Platform server instance (EAR file) running in your application server includes

the appropriate configuration and modules for its designated tasks. The publishing server runs Content

Administration, Site Administration, Oracle Commerce Merchandising, and, to make it available for editing in

the Business Control Center, an instance of Commerce Reference Store. The publishing server also runs the

components that allow the Oracle Commerce Platform to integrate with Oracle Commerce Guided Search. These

integration components trigger the loading of catalog data into the Oracle Commerce Content Acquisition

System. This loading step must happen before the data can be indexed in an Oracle Commerce MDEX Engine

and searched by Oracle Commerce Guided Search.

The production server runs the Content Administration publishing agent as well as the instance of Commerce

Reference Store that is served to customers. To allow it to query the MDEX via the Assembler API, the production

server also runs the Guided Search integration components.

The Commerce Reference Store EAR files are assembled in development mode, where only classes, libraries,

and J2EE modules are imported to the EAR file, and Nucleus configuration and other resources are used directly

from the Oracle Commerce Platform install directory. The two Oracle Commerce Platform servers communicate

with each other through the Java Remote Method Invocation (RMI) API, for example, when the publishing server

deploys content to the production server.

Commerce Reference Store includes three storefront sites: CRS Store US, CRS Store Germany, and CRS Home.

These sites are related in the following ways:

• CRS Store US and CRS Home share a shopping cart, product comparisons, and gift and wish lists. Some

catalog items are available on both sites, but each site also has items not available on the other site.

• CRS Store US and CRS Store Germany have identical catalogs but use different price lists, because CRS Store

US prices are in US dollars and CRS Store Germany prices are in Euros. These sites do not share a shopping

cart, product comparisons, or gift and wish lists.

4 2 Installation Instructions

Additionally, the three sites include support for the languages shown in the following table:

Site Language Support

CRS Store US English, Spanish

CRS Store Germany German, English

CRS Home English, Spanish

Commerce Reference Store uses a switching database configuration that allows you to deploy changes to an

offline copy of your data, rather than making changes directly to the data your live site depends on. After the

data is deployed to the offline copy, a switch is made so that the offline copy becomes the online copy and vice

versa. In this way, you avoid deploying to your live site, which can cause errors, inconsistencies, or poor site

performance. After the switch is made, the offline copy is also updated, so that both copies are current after each

deployment.

When you deploy from the publishing server to the production server, data that is ready to go live is copied from

a versioned database, implemented as part of Content Administration, to the production database. Not all data

benefits from versioning, so the production database contains several schemas:

• The Production schema holds data that does not benefit from switching, such as user account data.

• The SwitchingA and SwitchingB schemas hold data that does benefit from switching, such as catalog

and pricing data. Only one switching schema is active on the live site at any given time. Data is copied to the

offline schema, and then the switch is made.

The versioned database only has one schema, Publishing, that contains all the data required for your sites,

plus additional fields that manage asset versioning.


Installation Requirements

Before beginning an installation, make sure:

• The environment uses a supported operating system.

• A supported JDK exists on the system, and the JVM is in the system’s PATH.

• A supported application server is installed. WebLogic environments must also have a user domain configured.

• A supported version of Oracle Commerce Guided Search with Experience Manager is installed and running.


Note: Oracle Commerce Guided Search with Experience Manager runs on Linux, Solaris, and Windows only.

If you are installing the Oracle Commerce Platform on an AIX machine, then Guided Search with Experience

Manager must be installed on a separate machine.

• A driver for a supported database is installed.

• You have usernames and passwords for four database accounts, along with the following connection details

for a supported database:

• Host

• Port

• Database name

• Database URL

• Driver type and path to driver file. Environments that use a DB2 database also require a path to the DB2

license file.

For more information on supported operating systems, application server versions, JDK versions, and Oracle

Commerce Guided Search with Experience Manager versions, refer to the Oracle Commerce Supported

Environments document in the My Oracle Support knowledge base (https://support.oracle.com/).

Before Installing Oracle Commerce Platform Software

This section describes tasks you must perform before you install the Oracle Commerce Platform software.

Identifying Your Environment and Add-on Options

The instructions in this guide accommodate a variety of possible configurations. Before you start installing,

identify the operating system, application server, database, and JDK you will be using (see Installation

Requirements (page 5) above for details). In addition, determine whether your Oracle Commerce Platform

environment will include or exclude the International module. The International module is necessary

for sites that will support multiple languages or multiple countries. If you do not install the International

module, your production instance of Commerce Reference Store will include the English versions of CRS Store

US and CRS Home only. You will not see CRS Store Germany or the Spanish translations for CRS Store US and CRS

Home.

As you progress through this guide, take care to follow the instructions that match your configuration.

Also, note that the Commerce Reference Store and this Installation and Configuration Guide have been tested on

the following configurations:

• Oracle Linux/WebLogic/Oracle/Sun JDK

• Solaris/WebLogic/Oracle/Sun JDK

• AIX/WebSphere/DB2/IBM JDK

https://support.oracle.com/


• Windows/JBoss/MS SQL/Sun JDK

Note: Refer to the Oracle Commerce Supported Environments document in the My Oracle Support knowledge

base (https://support.oracle.com/) for detailed information on the supported versions of the operating sytems,

application servers, databases, and JDKs in the list above.

Setting Environment Variables

Set the following environment variables for your system:

• Set any environment variables required by your database.

• Set JAVA_HOME:

• For Linux and , set JAVA_HOME to include the Sun JDK home directory. If you are using WebLogic as your

application server, the JDK you use depends on the version of WebLogic you use. If you are using version

12.1.2 of WebLogic, use the Java 7 version of the JDK, for example, /usr/local/jdk1.7.0_version. If

you are using version 12.1.3, you must use Java 8 instead, for example, /usr/local/jdk1.8.0_version.

• For AIX, set JAVA_HOME to include the home directory of the IBM JDK found in the WebSphere distribution

(for example, /usr/local/IBM/WebSphere/AppServer/java_1.7_version).

• For Windows, set JAVA_HOME to include the Sun JDK home directory (for example, C:\Program Files

\Java\jdk1.7.0_version).

• Set PATH:

• For , set PATH to include the Sun JDK /bin directory (for example, /usr/local/jdk1.7.0_version/bin

or /usr/local/jdk1.8.0_version/bin.

• For , set PATH to include the Sun JDK /bin/sparcv9 directory (for example, /usr/local/

jdk1.7.0_version/bin/sparcv9 or /usr/local/jdk1.8.0_version/bin/sparcv9).

• For AIX, set PATH to include the IBM JDK /bin directory included in the WebSphere distribution (for

example, /usr/local/IBM/Websphere/AppServer/java_1.7_version/bin).

• For Windows, set PATH to include the Sun JDK /bin directory (for example, C:\Program Files\Java

\jdk1.7.0_version\bin.

• Set DYNAMO_HOME to the <ATG11dir>/home directory (for example, /usr/local/ATG/ATG11.2/home or C:

\ATG\ATG11.2\home).

• (WebLogic only) If WebLogic is your application server, consider setting the following environment variables.

Note that your environment may require alternate values for these settings.

(WebLogic 12 only) Set USER_MEM_ARGS and JAVA_OPTIONS to the following:

USER_MEM_ARGS='-Xms1152m -Xmx1152m -XX:MaxPermSize=512m

-XX:MaxNewSize=128m -XX:CompileThreshold=8000 -XX:PermSize=48m'

JAVA_OPTIONS='-d64 -XX:ParallelGCThreads=8

-Dsun.rmi.dgc.client.gcInterval=3600000

-Dsun.rmi.dgc.server.gcInterval=3600000'

(WebLogic 12.1.3 only) Set USER_MEM_ARGS and JAVA_OPTIONS to the following:

USER_MEM_ARGS='-Xms1152m -Xmx1152m -XX:MaxNewSize=128m -XX:CompileThreshold=8000'

https://support.oracle.com/


JAVA_OPTIONS='-d64 -XX:ParallelGCThreads=8

-Dsun.rmi.dgc.client.gcInterval=3600000

-Dsun.rmi.dgc.server.gcInterval=3600000'

Notes:

• For WebSphere environments, Oracle recommends setting your JAVA_HOME and PATH variables to point to

the JDK installed in the WebSphere distribution to ensure that the JDK functionality that WebSphere relies on

is available and updated properly.

• If you are running multiple versions of Oracle Commerce Platform on your machine, you should not set

DYNAMO_HOME globally, as this will change the variable for all Oracle Commerce Platform versions. Instead, set

DYNAMO_HOME locally for each shell or command prompt you open for the remainder of this guide.

Installing the Oracle Commerce Platform and Commerce

Reference Store Software

All of the installers are available as self-extracting Windows executables or UNIX binary files, which you can

download from the Oracle web site. On UNIX platforms, you must unjar the downloaded file to access the

installer .bin file, and then set permissions so that you can run the installers. To set installer permissions, run the

following command on the directory where the .bin files reside:

chmod 777 *

Installing on Linux with GCJ

The instructions in the sections below tell you to run various .bin files to start the setup programs. If you

are installing on a Linux variety that includes GCJ, in order to avoid installation errors you must specify a JVM

that includes the javax.swing classes, which are not included in GCJ, when running the .bin files. Use the

following command format to run the .bin files:

$sh ./installer.bin LAX_VM path_to_java_executable

For example:

$sh ./ATG11_2.bin LAX_VM /usr/local/jdk1.7.0_11/bin/java

Installing the Oracle Commerce Platform

To install the Oracle Commerce Platform:

1. Run the OCPlatform11_2.exe|bin file to start the setup program.


2. Select your locale. The default is English.

3. On Windows, click Next.

4. Accept the terms of the license agreement.

5. Specify the installation folder for the Oracle Commerce Platform software (for example, /usr/local/ATG/

ATG11.2 or C:\ATG\ATG11.2).

6. If you have specified an installation directory that differs from the default, confirm your entry.

7. Select all of the Oracle Commerce Platform products to install.

8. Select your application server. For WebSphere environments, choose the second option, 2- IBM WebSphere,

for WebSphere without clustering.

9. Enter the required configuration information for your application server.

• (WebLogic Only) For WebLogic environments, enter:

The full path to the Oracle_Home directory, for example, /usr/local/Oracle/Middleware/

Oracle_Home

The full path to the WebLogic home directory, for example, /usr/local/Oracle/Middleware/

Oracle_Home/wlserver

The full path to the WebLogic domain directory, for example, /usr/local/Oracle/Middleware/

Oracle_Home/user_projects/domains/base_domain

The JDK home directory (for example, /usr/local/jdk1.7.0_version or /usr/local/

jdk1.8.0_version)

• (JBoss Only) For JBoss environments, enter:

The JBoss home directory, for example, /usr/local/jboss-eap-6.1.0/jboss-eap-6.1 or C:\jboss-

eap-6.1.0\jboss-eap-6.1

The JDK home directory (for example, /usr/local/jdk1.7.0_version or C:\Program Files\Java

\jdk1.7.0_version)

• (WebSphere Only) For WebSphere environments, enter:

The full path to the WebSphere install directory, for example, /usr/local/IBM/WebSphere/AppServer

1 to indicate your WebSphere profile is AppSrv01

• (All Environments) Enter the listen port that your application server uses to listen for incoming

connections. Defaults are:

8080 for JBoss

7001 for WebLogic

9080 for WebSphere

• (All Environments) Enter the ATG RMI port your Nucleus-based applications will use (defaults to 8860).

10.Review the installation summary. On UNIX, press Enter to continue. On Windows, click Install.

The Oracle Commerce Platform installer copies the software distribution to the location you specified.


11.On UNIX, press Enter to exit the installer. On Windows, click Done to exit the installer.

Installing Commerce Reference Store

To install Commerce Reference Store:

1. Run the OCReferenceStore11_2.exe|bin file to start the setup program.

2. Select your locale. The default is English.

3. On Windows, click Next.

4. Accept the terms of the license agreement.

5. Specify the installation folder for the Commerce Reference Store software (the default is the <ATG11dir>

directory). The installer creates a CommerceReferenceStore directory that contains the Commerce

Reference Store software in the location you provide.

6. If you have specified an installation directory that differs from the default, confirm your entry.

7. On Windows, select where you would like to create product icons.

8. Review the installation summary. On UNIX, press Enter to continue. On Windows, click Install.

The Oracle Commerce Platform installer copies the Commerce Reference Store distribution to the location

you specified.

9. On UNIX, press Enter to exit the installer. On Windows, click Done to exit the installer.

Starting the Application Server (WebLogic and WebSphere

Only)

In WebLogic and WebSphere environments, the application server must be running before you start configuring

your Oracle Commerce Platform application which, in this case, is Commerce Reference Store. Follow the

instructions below that correspond to your application server.

Starting WebLogic

To start WebLogic:

1. In a UNIX shell, change directories to your user domain’s bin directory, for example, /usr/local/Oracle/

Middleware/Oracle_Home/user_projects/domains/base_domain/bin.

2. Enter the following command:

./startWebLogic.sh

3. After you see the notification <The server started in RUNNING mode>, open a browser and navigate to

http://hostname:7001/console to start the WebLogic Server Administration Console.

4. Enter your WebLogic username and password and click Log In.


Starting WebSphere

To start WebSphere:

1. Start the deployment manager:

• In a UNIX shell, change directories to your deployment manager’s bin directory, for example, /usr/

local/IBM/WebSphere/AppServer/profiles/Dmgr01/bin

• Enter the following command:

./startManager.sh

You see a status report similar to the following when the deployment manager has started:

Server dmgr open for e-business; process id is 348254

• Open a browser and navigate to http://hostname:9060/admin to start the WebSphere Integrated

Solution Console.

• Enter your user ID and, if necessary, password and click Login.

2. Start the default application server:

• In a UNIX shell, change directories to your application server’s bin directory, for example, /usr/local/

IBM/WebSphere/AppServer/profiles/AppSrv01/bin.


./startNode.sh

You see a status report similar to the following when the default application server has started:

Server nodeagent open for e-business; process id is 299030

Creating a Shared Archive Directory

If the Oracle Commerce Platform and Oracle Commerce Guided Search with Experience Manager are installed

on different machines, you must create a directory that is shared between the two machines. This directory is

used to store a ZIP file that contains content that is created by Experience Manager and then accessed by the

Assembler.

Note that Guided Search with Experience Manager does not support the AIX operating system; therefore, if you

are installing the Oracle Commerce Platform on AIX, you must install Guided Search with Experience Manager

on a separate Linux, Windows, or Solaris machine and set up the shared directory.

As you progress through this guide, you will be notified when you need to point to this shared directory during

configuration process. Be careful to use the shared directory’s path instead of the default path that is provided.

To create the shared archive directory:

1. On the machine where Guided Search with Experience Manager is installed, create a directory, for example, /

usr/local/application_export_archive or C:\application_export_archive, and share it.


2. On the machine where the Oracle Commerce Platform is installed, mount the shared

application_export_archive directory.

Configuring the Oracle Commerce Platform Environment

After installing the Oracle Commerce Platform software, you can use the Configuration and Installation Manager

(CIM) to configure your environment. Environment configuration includes:

• Specifying the Oracle Commerce Platform products to configure

• Selecting your application server

• Setting up your database connections

• Configuring your Oracle Commerce Platform server instances (production and publishing instances)

• Assembling and deploying your Oracle Commerce Platform applications to the application server

• Creating the EAC application that runs under Oracle Commerce Guided Search with Experience Manager

Starting CIM

CIM is a text-based application that simplifies configuration for the Oracle Commerce Platform products. CIM

dynamically generates menus for each part of the configuration process, so that you are presented with relevant

options for your installed products. For each step, CIM identifies a default option with an asterisk (*) and/or a

“default” note. In the main menu, this default identifies the next step to perform; in other menus, it shows the

standard selection for configuration choices.

To start CIM:

1. In a UNIX shell or Windows command prompt, change directories to <ATG11dir>/home/bin.

2. Enter one of the following commands:

UNIX:

./cim.sh

Windows:

cim.bat

CIM starts, showing you the CIM MAIN MENU. For general instructions on using CIM, enter h at any time. The

following are some key notes that will help you as you use CIM:

• To select an option, type its number or letter, then press Enter. Selected options are marked with an

asterisk. To deselect an option, type its number or letter and press enter. To select multiple options, type a

space-delimited list of option numbers or letters, then press Enter.

• CIM maintains your selections, so you can start a configuration, quit CIM, and then return to CIM later

where you left off.

• If you make a mistake, type m to return to the main menu and redo your selections.


Continue with the next section, Setting the Administrator Password (page 13).

Setting the Administrator Password

The first step to configuring a development environment is to set the administrator password. This is the

password you will use to log into the Business Control Center and Dynamo Server Admin.

To set the administrator password:

1. In the CIM MAIN MENU, select [R] Set the Administrator Password.

2. In the RESET ADMINISTRATOR PASSWORD STEP, enter the administrator password, for example, Admin123.

3. Re-enter the password to confirm it.

4. Continue with the next section, Configuring Oracle Commerce Products (page 13).

Configuring Oracle Commerce Products

The next step to configuring a development environment is selecting the Oracle Commerce products and

add-ons you want to install. If your configuration does not include Internationalization, skip the steps marked

(International Only).

To configure the Oracle Commerce products:

1. In the CIM MAIN MENU, select [P] Product Selection.

2. In the PRODUCT SELECTION menu, select [9] Oracle Commerce Reference Store - Includes the Oracle

Commerce Platform, Oracle Commerce Platform-Guided Search Integration, Content Administration, Site

Administration, Core Commerce, and Merchandising. Optional: data warehouse components and Preview.

3. Select D to indicate you are done and ready to move to the next menu.

4. In the CHOOSE COMMERCE ADDONS menu, select D to indicate you are done and ready to move to the next

menu.

5. In the INCLUDE DEMO APPLICATION menu, select D to indicate you are done and ready to move to the next

menu.

6. In the CHOOSE SWITCHING OR NON-SWITCHING DATASOURCE menu, select [2] Switching Datasource.

7. In the COMMERCE INDEX TYPE SELECTION menu, select [1] Index by SKU.

8. In the EXPERIENCE MANAGER PREVIEW OPTIONS SELECTION FOR PRODUCTION, select [D] Done.

IMPORTANT: To properly configure Experience Manager Preview, your environment must include a staging

server. The instructions in this guide do not include a staging server and, therefore, the resulting environment

does not include Experience Manager Preview.

9. Select [D] Done to indicate you are done and ready to move to the next menu.

10.In the CHOOSE COMMERCE REFERENCE STORE ADDONS menu, select the following:

• [1] Storefront Demo Application

• [3] Fulfillment


• [4] Oracle Recommendations On Demand Integration

• [5] RightNow KnowledgeBase

To select multiple options, type them as a space-delimited list (1 3 4 5), then press Enter.

11.(International Only) If you want internationalization functionality, select [2] International: Enables multi-

country and multi-language functionality.

12.Select [D] Done to indicate you are done and ready to move to the next menu.

13.In the CHOOSE STOREFRONT ADDONS menu, select [2] Inspect Application.

14.Select [D] Done to indicate you are done and ready to move to the next menu.

15.In the CHOOSE STOREFRONT SAMPLE DATA CONFIGURATION menu, select [1] Full: Populated product

catalog, users, orders, promotions, etc.

16.In the CHOOSE ORACLE RECOMMENDATIONS ON DEMAND ACCOUNT menu, select [1] Use

Recommendations demonstration account.

17.Continue with the section Selecting an Application Server (page 14).

Selecting an Application Server

Follow the instructions below for the application server you are using.

WebLogic

1. In the CIM MAIN MENU, select [A] Select Application Server.

2. In the APPLICATION SERVER SELECTION menu, select [2] Oracle Weblogic Online (Either Production or

Developer Mode).

3. In the ENTER WEBLOGIC HOME PATH menu, enter the path to your WebLogic home, for example, /usr/

local/Oracle/Middleware/Oracle_Home/wlserver.

4. In the ENTER DOMAIN PATH menu, enter the path to the WebLogic domain directory you created, for

example, /usr/local/Oracle/Middleware/Oracle_Home/user_projects/domains/base_domain.

5. In the ENTER URL TO ADMIN SERVER menu, enter the URL used to communicate with the WebLogic Admin

Server. The default is t3://localhost:7001.

6. In the ENTER USERNAME TO ADMIN SERVER menu, enter your WebLogic administrator username (default is

weblogic).

7. In the ENTER PASSWORD TO ADMIN SERVER menu, enter your WebLogic administrator password (default is

weblogic1).

8. Confirm the password by entering it again.

9. In the VALIDATE WEBLOGIC ONLINE STATUS menu, select [P] Perform Validation.

CIM informs you that it successfully connected to the WebLogic server.

Note: Depending on your environment, the confirmation message can take several minutes to appear.

10.Continue with the section Configuring Your Database Connections (page 16).


JBoss

1. In the CIM MAIN MENU menu, select [A] Select Application Server.

2. In the APPLICATION SERVER SELECTION menu, select [1] JBoss Application Server.

3. In the ENTER JBOSS HOME PATH menu, enter your JBoss home path, for example, /usr/local/jboss-

eap-6.1.0/jboss-eap-6.1 or C:\jboss-eap-6.1.0\jboss-eap-6.1.

4. Continue with the section Configuring Your Database Connections (page 16).

WebSphere

Note: The instructions below assume you have WebSphere security disabled.

1. In the CIM MAIN MENU, select [A] Select Application Server.

2. In the APPLICATION SERVER SELECTION menu, select [3] IBM WebSphere Application Server.

3. In the ENTER WEBSPHERE HOME PATH menu, enter the full path to you WebSphere home directory, for

example, /usr/local/IBM/WebSphere/AppServer.

4. In the ENTER HOSTNAME TO ADMIN SERVER menu, enter the name of the machine that hosts your

WebSphere deployment manager.

Note: CIM refers to the WebSphere deployment manager as the “admin server.”

5. In the ENTER SOAP CONNECTOR PORT ON ADMIN SERVER menu, enter the SOAP port for your deployment

manager (default is 8879).

6. In the WebSphere security status, select [2] Disabled.

7. In the VALIDATE WEBSPHERE ONLINE STATUS menu, select [P] Perform Validation.

8. Continue with the section Configuring Your Database Connections (page 16).

Configuring the Guided Search Security Credentials

In this section, you configure the security credentials that allow Oracle Commerce components to communicate

with Guided Search with Experience Manager. Specifically, you configure:

• The Workbench login security credential, which is needed for the Oracle Commerce components to

communicate with the Workbench.

• The user segment security credential. The user segment sharing feature allows a content administrator to

choose a user segment that has been defined in the Business Control Center as a trigger for a cartridge in

Experience Manager.

Both credentials are stored in the OPSS security wallet.

To configure the Workbench login and user segment security credentials:

1. In the CIM MAIN MENU, select [1] Configure OPSS Security.

2. In the SECURITY DEPLOYMENT MENU, choose [1] Enter the location to deploy OPSS files.

3. Press Enter to accept the default location for OPSS files.

4. In the SECURITY DEPLOYMENT MENU, choose [2] Enter the security credential for REST Services.


5. Enter the new credential at the prompt. The credential can be any text, similar to a password, however it

should correspond to your organization’s OPSS security platform requirements.

6. Re-enter the credential to confirm it.

7. In the SECURITY DEPLOYMENT MENU, choose [3] Enter the Workbench login credential.

8. Enter the Workbench user name. Default is admin.

9. Enter the Workbench password. Default is Admin123.

10.Re-enter the Workbench password.

11.In the SECURITY DEPLOYMENT MENU, choose [4] Deploy configuration files.

12.In the COPY CREDENTIALS TO SHARED DIRECTORY menu, press enter to choose the default option of [D]

Deploy to /usr/local/ATG/ATG11.2/home/../home/security.

13.In the VERIFY WHETHER TO OVERWRITE CURRENT DIRECTORY CONTENTS menu, press enter to choose the

default option of [D] Deploy OPSS configuration files.

14.In the SECURITY DEPLOYMENT MENU, choose [D] Done.

15.Continue with the section Configuring Your Database Connections (page 16).

Configuring Your Database Connections

In this section, you configure four database connections, one each for Publishing, Switching A, Switching B, and

Production schemas.

To configure your database connections:

1. In the CIM MAIN MENU, select [1] Database Configuration.

2. In the SELECT A DATASOURCE TO CONFIGURE menu, select [P] Publishing.

3. In the CONFIGURE DATASOURCE PUBLISHING menu, select [C] Connection Details.

4. In the ENTER CONNECTION DETAILS menu, select your database type.

5. Enter the following information for the database account you want to use for the Publishing schema:

• User name

• Password

• Re-enter password

• Host name

• Port number

• Database name

• Database URL

Note: CIM will provide a Database URL for you, based on the information that you have already entered.

• Driver path

• JNDI name


Note: CIM provides a default JNDI name of ATGPublishingDS for the Publishing schema.

• (DB2 Only) Driver license path

6. In the CONFIGURE DATASOURCE PUBLISHING menu, select [T] Test Connection.

CIM tests the connection to verify that it is healthy.

7. In the CONFIGURE DATASOURCE PUBLISHING menu, select [S] Create Schema.

8. In the CREATE SCHEMA menu, select [C] Create Schema.

9. In the CONFIGURE DATASOURCE PUBLISHING menu, select [I] Import Initial Data.

10.In the IMPORT DATA menu, select [I] Import Data.

11.Enter a password for the merchandising user, for example, Merch123.

12.Re-enter the merchandising user password.

13.Enter a password for the publishing admin user, for example, Admin123.

14.Re-enter the publishing admin user password.

Data importing begins for the publishing schema. Note that this process can take time, depending on your

environment.

15.In the CONFIGURE DATASOURCE PUBLISHING menu, select [O] Configure Another Datasource.

16.In the SELECT A DATASOURCE TO CONFIGURE menu, select [C] Production Core.

17.In the CONFIGURE DATASOURCE PRODUCTION CORE menu, select [C] Connection Details.

18.In the RE-USE VALUES FROM PREVIOUS DATASOURCE menu, select [2] None/Use Existing.

19.In the ENTER CONNECTION DETAILS menu, select your database type.

20.Enter the connections details for the database account you want to use for the Production Core schema. The

default JNDI name that CIM provides for the Production Core schema is ATGProductionDS.

21.In the CONFIGURE DATASOURCE PRODUCTION CORE menu, select [T] Test Connection.

CIM tests the connection to verify that it is healthy.

22.In the CONFIGURE DATASOURCE PRODUCTION CORE menu, select [S] Create Schema.

23.In the CREATE SCHEMA menu, select [C] Create Schema.

24.In the CONFIGURE DATASOURCE PRODUCTION CORE menu, select [I] Import Initial Data.

25.In the IMPORT DATA menu, select [I] Import Data.

26.Repeat steps 15 to 25 for the remaining two datasources. Be sure to configure the datasources in this order:

• [S] Switching A

• [B] Switching B

27.In the CONFIGURE DATASOURCE SWITCHING B menu, select [O] Configure Another Datasource.

28.In the SELECT A DATASOURCE TO CONFIGURE menu, select [D] Done.

29.Continue with the section Configuring Your Oracle Commerce Platform Server Instances (page 18).


Configuring Your Oracle Commerce Platform Server Instances

In this section, you configure publishing and production Oracle Commerce Platform server instances.

To configure your Oracle Commerce Platform server instances:

1. In the CIM MAIN MENU, select [3] Server Instance Configuration.

2. In the SERVER INSTANCE TYPE SELECTION menu, select [P] Publishing Server - 0 Instances Configured.

3. In the SERVER INSTANCE TYPE CONFIGURATION menu, select [P] Publishing Server General Configuration -

REQUIRED.

4. Enter the following information for your publishing server instance.

• Production Lock Server host name

• Production Lock Server port [9012]

• CAS host name [localhost]

• CAS port [8500]

• EAC host name [localhost]

• EAC port [8888]

• EAC base application name. Set this to CRS.

• Fully-qualified Workbench host name, including domain

• Workbench port [8006]

• Default MDEX host name [localhost]

• Default MDEX port number. Because this is the publishing server, set this to the authoring MDEX port of

15002.

• Authoring application configuration archive path. This is the location where content promoted using

the file-based method is stored for the default EAC application, for example, /usr/local/endeca/

Apps/application_export_archive/CRS or C:/Endeca/Apps/application_export_archive/

CRS. IMPORTANT: Use forward slashes for this path, even on Windows. Also, if you have a split install,

where Oracle Commerce Guided Search with Experience Manager and the Oracle Commerce Platform

are installed on different machines, you must specify a CRS directory in the shared directory you

created in the Creating a Shared Archive Directory (page 11) section, for example, /usr/local/

application_export_archive/CRS or C:/application_export_archive/CRS.

5. In the SERVER INSTANCE TYPE CONFIGURATION menu, select [I] Instance Management – REQUIRED.

6. In the INSTANCE MANAGEMENT menu, select [A] Add Server Instance.

7. In the Select Type of Server Instance To Create menu, select [1] Publishing with a Server Lock Manager:

Minimum 1 Required.

8. In the NAME FOR NEW SERVER INSTANCE menu, enter ATGPublishing for the Server Instance Name.

9. (WebLogic Only) Perform these steps for WebLogic environments only:

• In the WEBLOGIC ONLINE PORT BINDING menu, select [C] Choose Custom Port Binding.


• In the CHOOSE CUSTOM WEBLOGIC ONLINE PORT BINDING menu, select [2] ports-01: http port is 7103.

10.(JBoss Only) Perform these steps for JBoss environments only:

• In the JBOSS PORT BINDING menu, select [C] Choose Custom Port Binding.

• In the CHOOSE CUSTOM JBOSS PORT BINDING menu, select [2] ports-01: http port is 8180.

11.(WebSphere Only) Perform these steps for WebSphere environments only:

• In the WEBSPHERE PORT BINDING menu, select [C] Choose Custom Port Binding.

• In the CHOOSE CUSTOM WEBSPHERE PORT BINDING menu, select [2] ports-01: http port is 9181.

12.Enter the following ports. The defaults CIM provides for each application server are listed in the table below.

You can leave the defaults as is unless they cause port conflicts on your machine.

Port Type WebLogic Default JBoss Default WebSphere Default

HTTP Port 7103 8180 9181

HTTPS Port 7104 8543 9544

Site HTTP Port 7103 8180 9181

RMI Port 8861 8861 8861

DRP Port 8851 8851 8851

File Deployment Port 8811 8811 8811

File Synchronization Deploy Server

Port

8816 8816 8816

Lock Server Port 9010 9010 9010

Note: By default the Sun T1000 and T2000 systems run a server that uses port 9010. ATG’s lock management

components also use this port. If you are using lock management on one of these systems, you must either

disable the Sun server or use a different lock server port while configuring your server instance. See the Sun

T1000 and T2000 Requirements in the Platform Installation and Configuration Guide for detailed instructions.

13.In the INSTANCE MANAGEMENT menu, select [D] Done.

14.In the SERVER INSTANCE TYPE CONFIGURATION menu, select [O] Configure Another Server Instance Type.

15.In the SERVER INSTANCE TYPE SELECTION menu, select [S] Production Server - 0 Instances Configured.

16.In the SERVER INSTANCE TYPE CONFIGURATION menu, select [P] Production Server General Configuration -

REQUIRED.

17.Enter the following information for your production server instance. Note that the defaults have been

updated based on the information you provided for the publishing server so, for most settings, you should be

able to accept the default values.


• CAS host name [localhost]

• CAS port [8500]

• EAC host name [localhost]

• EAC port [8888]

• EAC base application name. Accept the CRS default.

• Fully-qualified Workbench host name, including domain

• Workbench port [8006]

• Default MDEX host name [localhost]

• Default MDEX port number. Because this is the production server, set this to the live MDEX port of 15000.

• Application configuration archive path. This is the location where content promoted using the file-

based method is stored for the default EAC application, for example, /usr/local/endeca/Apps/

application_export_archive/CRS or C:/Endeca/Apps/application_export_archive/

CRS. IMPORTANT: Use forward slashes for this path, even on Windows. Also, if you have a split install,

where Oracle Commerce Guided Search with Experience Manager and the Oracle Commerce Platform

are installed on different machines, you must specify a CRS directory in the shared directory you

created in the Creating a Shared Archive Directory (page 11) section, for example, /usr/local/

application_export_archive/CRS or C:/application_export_archive/CRS.

18.In the SERVER INSTANCE TYPE CONFIGURATION menu, select [I] Instance Management – REQUIRED.

19.In the INSTANCE MANAGEMENT menu, select [A] Add Server Instance.

20.In the Select Type of Server Instance To Create menu, select [1] Production with a Server Lock Manager:

Minimum 1 Required.

21.In the NAME FOR NEW SERVER INSTANCE menu, enter ATGProduction for the Server Instance Name.

22.In the <Application_Server> ONLINE PORT BINDING menu, select [U] Use Default Port Binding.

23.Enter the following ports. The defaults CIM provides for each application server are listed in the table below.

You can leave the defaults as is unless they cause port conflicts on your machine.

Port Type WebLogic Default JBoss Default WebSphere Default

HTTP Port 7003 8080 9081

HTTPS Port 7004 8443 9444

Site HTTP Port 7003 8080 9081

RMI Port 8860 8860 8860

DRP Port 8850 8850 8850

File Deployment Port 8810 8810 8810

Lock Server Port 9012 9012 9012


24.In the INSTANCE MANAGEMENT menu, select [D] Done.

25.In the SERVER INSTANCE TYPE CONFIGURATION menu, select [O] Configure Another Server Instance Type.

26.In the SERVER INSTANCE TYPE SELECTION menu, select [D] Done.

27.Continue with the section Creating the EAC Application (page 21).

Creating the EAC Application

In this section, you use CIM to create the EAC application that supports Commerce Reference Store. Note that

this section assumes that you are installing the Oracle Commerce Platform and Oracle Commerce Guided Search

with Experience Manager on the same machine. In this case, CIM can be used to create the EAC application.

If the Oracle Commerce Platform and Oracle Commerce Guided Search with Experience Manager are installed

on different machines, you must create the EAC application via a script. Note that Guided Search with

Experience Manager does not support the AIX operating system; therefore, if you are installing the Oracle

Commerce Platform on AIX, you must install Guided Search with Experience Manager on a separate Linux,

Windows, or Solaris machine and use a script to create the EAC application. See Appendix A: Creating the EAC

Application via Scripts (page 47) for detailed instructions. After creating the EAC application, continue with

the Assembling and Deploying Your Oracle Commerce Applications (page 23) in this guide.

To create the EAC application:

1. In a new UNIX shell or command prompt, create the directory where the EAC applications are deployed, for

example, /usr/local/endeca/Apps or C:\Endeca\Apps.

2. In the CIM MAIN MENU, select [3] Server Instance Configuration.

3. In the SERVER INSTANCE TYPE SELECTION menu, select [S] Production Server - 1 Instance Configured – DONE.

4. In the SERVER INSTANCE TYPE CONFIGURATION menu, select [D] Deploy CRS EAC Application – OPTIONAL.

5. Select [A] EAC App Configuration without Experience Manager Preview.

6. Enter the following information. Defaults are provided in brackets.

• CRS EAC App Name [CRS]

• CRS EAC App Deployment Path, for example, /usr/local/endeca/Apps or C:\Endeca\Apps

• EAC Port Number [8888]

• Dgraph Port Number [15000]

• Authoring Dgraph Port Number [15002]

• Log Server Port Number [15010]

• CAS Hostname [localhost]

• CAS Port Number [8500]

• CAS Path including the version number, for example, /usr/local/endeca/CAS/11.2.0 or C:/Endeca/

CAS/11.2.0

IMPORTANT: Use forward slashes for this path, even if on Windows.


• CAS Version [11.2.0]

• Language Code [en]

• Fully-qualified Workbench Hostname, Including Domain [localhost]

• Workbench Port Number [8006]

• Production application server host name [localhost]. This is the host name of the server that hosts the

Oracle Commerce application. Enter the ATGProduction server host name.

• Production application server HTTP port number. If you used the ports suggested in this guide, these

values are 7003 for WebLogic, 8080 for JBoss and Tomcat, and 9081 for WebSphere.

• Host name of the user segment server. This is the server that will respond to Workbench requests

for Busines Control Center user segment data. Oracle recommends using the Content Adminstration

server (also called the Publishing server in this guide) for this purpose. Enter the host name of the

ATGPublishing server. [localhost]

• HTTP port of the user segment server. If you used the ports suggested in this guide, these values are 7103

for WebLogic, 8180 for JBoss and Tomcat, and 9181 for WebSphere.

• Path for the Oracle Wallet jps-config.xml file, for example, /usr/local/endeca/

ToolsAndFrameworks/11.2.0/server/workspace/credential_store/jps-config.xml or C:/

Endeca/ToolsAndFrameworks/11.2.0/server/workspace/credential_store/jps-config.xml


• Application configuration archive path. This is the path for the live ZIP files created by the EAC application

during application export, for example, /usr/local/endeca/Apps/application_export_archive or

C:/Endeca/Apps/application_export_archive. The EAC application will have a sub-directory in the

location provided here, where its ZIP files reside.


If you have a split install, where Oracle Commerce Guided Search with Experience Manager and the

Oracle Commerce Platform are installed on different machines, you must specify the shared directory

you created in the Creating a Shared Archive Directory (page 11) section, for example, /usr/local/

application_export_archive or C:/application_export_archive.

• Authoring application configuration archive path. This is the path for the authoring ZIP files created

by the EAC application during application export, for example, /usr/local/endeca/Apps/

application_export_archive or C:/Endeca/Apps/application_export_archive. The EAC

application will have a sub-directory in the location provided here, where its ZIP files reside.






• Path to the ToolsAndFrameworks directory, for example, /usr/local/endeca/

ToolsAndFrameworks/11.2.0 or C:\Endeca\ToolsAndFrameworks\11.2.0

• Path to the MDEX directory including the version number, for example, /usr/local/endeca/

MDEX/6.5.1 or C:\Endeca\MDEX\6.5.2


• Path to the Platform Services directory including the version number, for example, /usr/local/endeca/

PlatformServices/11.2.0 or C:\Endeca\PlatformServices\11.2.0

7. Select [D] Deploy to deploy the EAC application.

8. In the INITIALIZE CRS EAC APP menu, choose [I] Initialize. After the initializing is done, you are returned to the

SERVER INSTANCE TYPE CONFIGURATION menu.

9. In the SERVER INSTANCE TYPE CONFIGURATION menu, choose [O] Configure Another Server Instance Type.

10.In the SERVER INSTANCE TYPE SELECTION menu, choose [D] Done.

11.Continue with the section Assembling and Deploying Your Oracle Commerce Applications (page 23).

Assembling and Deploying Your Oracle Commerce Applications

Follow the instructions below for the application server you are using to assemble and deploy the Oracle

Commerce publishing and production server instances to the application server of your choice.

WebLogic

To assemble and deploy your Oracle Commerce applications on WebLogic:

1. In the CIM MAIN MENU, select [4] Application Assembly & Deployment.

2. In the DEPLOYMENT SERVER INSTANCE SELECTION menu, select [A] ATGProduction - Production with a Server

Lock Manager.

3. In the ENTER EAR FILE NAME(S) menu, enter the name ATGProduction.ear.

4. In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [D] Deploy Production with a Server Lock Manager

ATGProduction.ear to Weblogic Online.

5. In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [R] Register Datasources on WebLogic Online.

6. In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [A] Add database driver to app server classpath.

7. In the WEBLOGIC CLASSPATH MODIFICATION menu, select [U] Update the WebLogic_user_domain/bin/

setDomainEnv.sh file.

8. In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [P] Post Deployment Actions on WebLogic Online.

9. In the POST DEPLOYMENT OPTIONS menu, select [W] Weblogic JVM Optimization.

10.In the WEBLOGIC JVM OPTIMIZATION menu, select [U] Update startup script.

11.In the POST DEPLOYMENT OPTIONS menu, select [C] Copy protocol.jar.

12.In the WEBLOGIC POST DEPLOYMENT OPTIONS menu, select [C] Copy protocol.jar to Production with a Server

Lock Manager ATGProduction.ear to Weblogic Online.

13.In the POST DEPLOYMENT OPTIONS menu, select [D] Done.

14.In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [O] Configure Another Server Instance.

15.In the DEPLOYMENT SERVER INSTANCE SELECTION menu, select [P] ATGPublishing - Publishing with a Server

Lock Manager.


16.In the ENTER EAR FILE NAME(S) menu, enter the name ATGPublishing.ear for the ATG Commerce Store

Production with Server Lock Manager.

17.In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [D] Deploy Publishing with a Server Lock Manager

ATGPublishing.ear to Weblogic Online.

18.In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [R] Register Datasources on WebLogic Online.

19.In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [A] Add database driver to app server classpath.

20.In the WEBLOGIC CLASSPATH MODIFICATION menu, select [U] Update the WebLogic_domain/bin/

setDomainEnv.sh file.

21.In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [P] Post Deployment Actions on WebLogic Online.

22.In the POST DEPLOYMENT OPTIONS menu, select [C] Copy protocol.jar.

23.In the WEBLOGIC POST DEPLOYMENT OPTIONS menu, select [C] Copy protocol.jar to Publishing with a Server

Lock Manager ATGPublishing.ear to Weblogic Online.


25.In the WEBLOGIC ONLINE DEPLOYMENT MENU, select [O] Configure Another Server Instance.

26.In the DEPLOYMENT SERVER INSTANCE SELECTION menu, select [D] Done.

27.In the CIM MAIN MENU, enter q to exit CIM.

JBoss

To assemble and deploy your Oracle Commerce applications on JBoss:



Lock Manager.

3. In the ENTER EAR FILE NAME(S) menu, enter the name ATGProduction.ear.

4. In the SELECT JBOSS SERVER TO USE menu, select [C] CIM should create a new server for me.

5. In the SELECT JBOSS SERVER TEMPLATE TO USE menu, select [S] standalone.xml.

6. Accept the default, ATGProduction, for the JBoss server name.

7. In the JBOSS DEPLOYMENT MENU, select [D] Deploy Production with a Server Lock Manager

ATGProduction.ear to JBoss.

8. In the JBOSS DEPLOYMENT MENU, select [R] Register Datasources on JBoss.

9. In the JBOSS DEPLOYMENT MENU, select [A] Add database driver to app server classpath.

10.In the JBOSS JDBC DRIVER JAR COPY menu, select [C] Copy file.

11.In the JBOSS DEPLOYMENT MENU, select [P] Post Deployment Actions on JBoss.

12.In the POST DEPLOYMENT OPTIONS menu, select [J] JBoss JVM Optimization.

13.In the JBOSS JVM OPTIMIZATION menu, select [U] Update JBoss standalone.conf.bat file.



15.In the JBOSS DEPLOYMENT MENU, select [O] Configure Another Server Instance.

16.In the DEPLOYMENT SERVER INSTANCE SELECTION menu, select [P] ATGPublishing - Publishing with a Server

Lock Manager.

17.In the ENTER EAR FILE NAME(S) menu, enter the name ATGPublishing.ear.

18.In the SELECT JBOSS SERVER TO USE menu, select [C] CIM should create a new server for me.

19.In the SELECT JBOSS SERVER TEMPLATE TO USE menu, select [S] standalone.xml.

20.Accept the default, ATGPublishing, for the JBoss server name.

21.In the JBOSS DEPLOYMENT MENU, select [D] Deploy Publishing with a Server Lock Manager

ATGPublishing.ear to JBoss.

22.In the JBOSS DEPLOYMENT MENU, select [R] Register Datasources on JBoss.

23.In the JBOSS DEPLOYMENT MENU, select [A] Add database driver to app server classpath.

24.In the JBOSS JDBC DRIVER JAR COPY menu, select [C] Copy file.

25.In the JBOSS DEPLOYMENT MENU, select [P] Post Deployment Actions on JBoss.


27.In the JBOSS DEPLOYMENT MENU, select [O] Configure Another Server Instance.



WebSphere

To assemble and deploy your Oracle Commerce applications on WebSphere:



Lock Manager.

3. In the ENTER EAR FILE NAME(S) menu, enter the name ATGProduction.ear for the Production with a Server

Lock Manager ear file.

4. Select [2] <host>Node01 for the node.

5. In the SELECT WEBSPHERE SERVER TO USE menu, select [C] CIM should create a new server for me.

6. Accept the default, ATGProduction, for the WebSphere server name.

7. In the WEBSPHERE DEPLOYMENT MENU, select [D] Deploy Production with a Server Lock Manager

ATGProduction.ear to WebSphere.

8. In the WEBSPHERE DEPLOYMENT MENU, select [R] Register Datasources on WebSphere.

9. In the WEBSPHERE DEPLOYMENT MENU, select [A] Add database driver to app server classpath.


10.In the WEBSPHERE APP SERVER CLASSPATH menu, select [C] Continue.

11.In the WEBSPHERE DEPLOYMENT MENU, select [O] Configure Another Server Instance.

12.In the DEPLOYMENT SERVER INSTANCE SELECTION menu, select [P] ATGPublishing - Publishing with a Lock

Server.

13.In the ENTER EAR FILE NAME(S) menu, enter the name ATGPublishing.ear for the Publishing with a Server

Lock Manager ear file.

14.Select [2] <host>Node01 for the node.

15.In the SELECT WEBSPHERE SERVER TO USE menu, select [C] CIM should create a new server for me.

16.Accept the default, ATGPublishing, for the WebSphere server name.

17.In the WEBSPHERE DEPLOYMENT MENU, select [D] Deploy Publishing with a Server Lock Manager

ATGPublishing.ear to WebSphere.

18.In the WEBSPHERE DEPLOYMENT MENU, select [R] Register Datasources on WebSphere.

19.In the WEBSPHERE DEPLOYMENT MENU, select [A] Add database driver to app server classpath.

20.In the WEBSPHERE APP SERVER CLASSPATH menu, select [C] Continue.

21.In the WEBSPHERE DEPLOYMENT MENU, select [O] Configure Another Server Instance.



Reducing Logging Messages

In order to write records to the CAS record stores, the Oracle Commerce Guided Search document

submitters import classes from the com.endeca.itl.record and com.endeca.itl.recordstore

packages. These classes make use of the Apache CXF framework. Using the default CXF configuration

results in a large number of informational logging messages. The volume of the messages can result in

problems. In particular, environments that use MSSQL and index by SKU will have issues because the

logging seizes up the MSSQL server and indexing fails. Therefore, you should reduce the number of logging

messages by setting the logging level of the org.apache.cxf.interceptor.LoggingInInterceptor

and org.apache.cxf.interceptor.LoggingOutInterceptor loggers to WARNING for both the

ATGPublishing and the ATGProduction server instances. The way to set these logging levels differs

depending on your application server. See the documentation for your application server for information.

Additional Oracle Commerce Platform Configuration

You must update the Publishing server configuration to ensure that running a full deployment will initiate a

baseline index after the deployment is complete.


In DB2 environments, you must modify the DeploymentManager component’s properties for the Publishing

server in order for deployments to succeed. DB2 deadlocks occur during deployments over multiple Content

Administration threads. This problem is due to IBM’s locking strategy (see PMR #42831,756,000), which

constrains Oracle Commerce Platform deployments to a single thread. Use the workaround provided below to

avoid this problem.

To enable the ATGPublishing server to trigger the data loading process to run on the ATGProduction server:

1. In a UNIX shell or command prompt, go to the following directory:

<ATG11dir>/home/servers/ATGPublishing/localconfig/atg/search

2. Add a file, named SynchronizationInvoker.properties, in the search directory.

3. Edit the SynchronizationInvoker.properties file to contain the following:

host=production-server-host-name

port=production-server-rmi-port

Note: The default production-server-rmi-port is 8860.

4. Save and close the SynchronizationInvoker.properties file.

(DB2 Only) To modify DeploymentManager properties:

1. In a UNIX shell or command prompt, change directories to <ATG11dir>/home/servers/ATGPublishing/

localconfig/atg.

2. Create a deployment directory.

3. Add a file, named DeploymentManager.properties, in the deployment directory.

4. Edit the DeploymentManager.properties file to contain the following:

maxThreads=1

useDistributedDeployment=false

5. Save and close the DeploymentManager.properties file.

Additional Application Server Configuration

Depending on your environment, you may need to modify your application server’s configuration to avoid

issues with too few connection pools and timeouts. Follow the instructions below for your application server.

Note that your environment may require alternate values for these settings.

WebLogic Configuration (WebLogic Only)

To modify the WebLogic configuration:

1. If the WebLogic Server Administration Console is not already open, open a browser, navigate to

http://hostname:7001/ , enter your WebLogic username and password, and click Log In.

2. Under Domain Structure, expand Services.


3. Click Data Sources.

4. Click the link for the ATGProductionDS to access its properties.

5. Click the Connection Pool tab.

6. Set the Maximum Capacity value to 100, then click Save.

7. Repeat steps 3 through 6 for each of the other datasources: ATGPublishingDS, ATGSwitchingDS_A, and

ATGSwitchingDS_B.

8. Under Domain Structure, click base_domain.

9. Click the JTA tab.

10.Set the Timeout Seconds value to 500, then click Save.

Additional WebSphere Configuration (WebSphere Only)

To modify the WebSphere configuration:

1. If the WebSphere Integrated Solutions Console is not already open, open a browser, navigate to the console’s

URL, for example http://hostname:9060/admin, enter your user ID, and click Log In.

2. Expand Servers, then expand Server Types.

3. Click WebSphere application servers.

4. Click the ATGProduction server’s link to access its properties.

5. Under Container Settings, expand Container Services, then click Transaction Service.

6. Set both the Total transaction lifetime timeout and the Maximum transaction timeout to 500.

7. Click OK.

8. Under Server Infrastructure, expand Java and Process Management.

9. Click Process Definition.

10.Under Additional Properties, click Java Virtual Machine.

11.Set both the Initial heap size and the Maximum heap size to 1024.

12.Set the Generic JVM arguments to the following:

-Djava.net.preferIPv4Stack=true

13.Click OK.


15.Under Additional Properties, click Custom properties.

16.Click New.

17.In the Name field, enter org.apache.el.parser.SKIP_IDENTIFIER_CHECK.


18.In the Value field, enter true.

19.Click OK.

20.Click Save to apply your changes to the master configuration.

21.Click WebSphere application servers.

22.Click the ATGPublishing server’s link to access its properties.

23.Under Container Settings, expand Container Services, then click Transaction Service.

24.Set both the Total transaction lifetime timeout and the Maximum transaction timeout to 500.

25.Click OK.

26.Under Server Infrastructure, expand Java and Process Management.

27.Click Process Definition.


29.Set both the Initial heap size and the Maximum heap size to 1024.

30.Set the Generic JVM arguments to the following:

-Djava.net.preferIPv4Stack=true

31.Click OK, then click Save to apply your changes to the master configuration.

Starting the Publishing and Production Servers

Follow the instructions below for the application server you are using to start the ATGPublishing and

ATGProduction servers.

WebLogic

Starting a server instance on WebLogic is a two-step process. First, you must start the WebLogic server that the

server instance runs under, and then you start the server instance itself in the WebLogic Server Administration

Console.

To start the ATGPublishing server:

1. Open a UNIX shell.

2. Navigate to your user domain’s bin directory, for example, /usr/local/Oracle/Middleware/

Oracle_Home/user_projects/domains/base_domain/bin.


./startManagedWebLogic.sh ATGPublishing

4. If necessary, enter your WebLogic username and password.


Note: Depending on how you configured WebLogic, you may or may not need to enter a username and

password when starting a server.

When you see the message “Server started in RUNNING mode” continue with the next step.

5. Return to the WebLogic Server Administration Console.

6. Under Domain Structure, click Deployments for your user domain.

7. Select the ATGPublishing.ear.

8. Click Start and choose Servicing All Requests.

When the ATGPublishing server is ready to service requests, its state changes to Active and its health

changes to OK.

To start the ATGProduction server:

1. Open another UNIX shell.

2. Navigate to your user domain’s bin directory, for example, /usr/local/Oracle/Middleware/

Oracle_Home/user_projects/domains/base_domain/bin.


./startManagedWebLogic.sh ATGProduction

4. If necessary, enter your WebLogic username and password.

Note: Depending on how you configured WebLogic, you may or may not need to enter a username and

password when starting a server.

When you see the message “Server started in RUNNING mode” continue with the next step.

5. Return to the WebLogic Server Administration Console.

6. Select the ATGProduction.ear.

Note: This step assumes you are still on the Summary of Deployments page in the WebLogic Server

Administration Console. If not, under Domain Structure, click Deployments for your user domain to see this

page.

7. Click Start and choose Servicing All Requests.

When the ATGProduction server is ready to service requests, its state changes to Active and its health

changes to OK.

8. Continue with the section Browsing the Publishing and Production Servers (page 31).

JBoss

To start the ATGPublishing server:

1. In a UNIX shell or command prompt, navigate to the JBoss bin directory, for example, /usr/local/jboss-

eap-6.1.0/jboss-eap-6.1/bin or C:\jboss-eap-6.1.0\jboss-eap-6.1\bin.

2. Enter one of the following commands.


UNIX:

./standalone.sh --server-config=ATGPublishing.xml -b 0.0.0.0

Windows:

standalone.bat --server-config=ATGPublishing.xml -b 0.0.0.0

Note: You can find the output log for the ATGPublishing server instance running under JBoss in jboss-

eap-6.1.0/jboss-eap-6.1/standalone/log/ATGPublishing.log.

To start the ATGProduction server:

1. Open another UNIX shell or command prompt.

2. Navigate to the JBoss bin directory.


UNIX:

./standalone.sh --server-config=ATGProduction.xml -b 0.0.0.0

Windows:

standalone.bat --server-config=ATGProduction.xml -b 0.0.0.0

Note: You can find the output log for the ATGProduction server instance running under JBoss in jboss-

eap-6.1.0/jboss-eap-6.1/standalone/log/ATGProduction.log.


WebSphere

To start the ATGPublishing and ATGProduction servers and applications:

1. In the WebSphere Integrated Solutions Console, if necessary, expand Servers, and then expand Server Types.


3. Select the ATGPublishing server and click Start. This process starts the ATGPublishing server and also

automatically starts the ATGPublishing.ear application.

4. Select the ATGProduction server and click Start. This process starts the ATGProduction server and also

automatically starts the ATGProduction.ear application.


Browsing the Publishing and Production Servers

The following procedures allow you to verify the success of your configuration by browsing the ATGPublishing

and ATGProduction servers.


Browsing the Publishing Server

You can browse the ATGPublishing server using two utilities, the Oracle Commerce Business Control Center,

where business users can further configure the Oracle Commerce environment, and Dynamo Server Admin,

where technical users can find a number of useful features.

To access the Business Control Center:

1. In a browser, navigate to:

http://<hostname>:<HTTP_port>/atg/bcc

For example, on WebLogic:

http://localhost:7103/atg/bcc

On JBoss:


On WebSphere:


2. Enter admin for the username and Admin123 for the password, and then click Log In.

To access Dynamo Server Admin:

1. In a browser, navigate to:

http://<hostname>:<HTTP_port>/dyn/admin

For example, on WebLogic:

http://localhost:7103/dyn/admin

On JBoss:


On WebSphere:


2. In the authentication dialog box, enter admin for the username and Admin123 password and click OK.

3. (WebLogic only) Depending on how you configured your environment, WebLogic may require an additional

login for the WebLogic server. If necessary, enter your WebLogic username and password, and then click OK.

You see the Dynamo Administration home page.

Browsing the Production Server

You can verify the health of the ATGProduction server by accessing the ATGProduction instance of Dynamo

Server Admin. To access Dynamo Server Admin on the ATGProduction server, repeat the steps you followed in

the previous section to access Dynamo Server Admin on the ATGPublishing server, but use the following URL

in step 1:


http://<hostname>:<HTTP_port>/dyn/admin

For example, on WebLogic, use:


On JBoss, use:


On WebSphere, use:


Configuring and Running a Full Deployment

In the following procedures, you perform a full deployment to transfer assets from the ATGPublishing server

to the ATGProduction server. Assets are persistent, publishable objects such as scenarios, user segments,

and HTML files that are used by Oracle Commerce Platform applications. After the initial installation and

configuration through CIM, the CRS Store assets exist on the ATGPublishing server but they must be deployed

to the ATGProduction server to be accessible from the CRS Store website.

Configuring the Deployment Topology

To create a site and agent in the Business Control Center:

1. If necessary, log onto the Business Control Center. For instructions, see Browsing the Publishing Server (page

32).

2. Expand Content Administration (CA), and then click CA Console.

3. Click Configuration, and then click Add Site.

4. Enter the following details:

• Site Name: Production

• Site Initialization Options: Do a full deployment

• Site Type: Workflow target

5. Add the following repository mappings. To add a repository mapping, select a Source Repository and

Destination Repository, then click Add.

Source Repository Destination Repository

/atg/commerce/catalog/

SecureProductCatalog

/atg/commerce/catalog/

ProductCatalog_production

/atg/commerce/claimable/

SecureClaimableRepository

/atg/commerce/claimable/

ClaimableRepository_production


Source Repository Destination Repository

/atg/commerce/locations/

SecureLocationRepository

/atg/commerce/locations/

LocationRepository_production

/atg/commerce/pricing/priceLists/

SecurePriceLists

/atg/commerce/pricing/priceLists/

PriceLists_production

/atg/content/

SecureContentManagementRepository

/atg/content/

ContentManagementRepository_production

/atg/multisite/SecureSiteRepository /atg/multisite/

SiteRepository_production

/atg/repository/dynamic/

SecureDynamicMetadataRepository

/atg/repository/dynamic/

DynamicMetadataRepository_production

/atg/seo/SecureSEORepository /atg/seo/SEORepository_production

/atg/store/stores/

SecureStoreContentRepository

/atg/store/stores/

StoreContentRepository_production

/atg/userprofiling/

PersonalizationRepository

/atg/userprofiling/

PersonalizationRepository_production

Note: Your browser must have Javascript enabled to create these mappings.

6. Click Save Changes to save your changes and enable the Agents tab.

7. Click the Agents tab, and then click Add Agent to Site.

8. Enter the following details:

• Agent Name: ProdAgent

• Transport URL: rmi://<ATGProduction_host>:<ATGProduction_rmi_port>/atg/epub/

AgentTransport

For example:

rmi://localhost:8860/atg/epub/AgentTransport

Note: The RMI port you enter here should be the same RMI port you specified in Installing the Oracle

Commerce Platform and Commerce Reference Store Software (page 8).

9. Click the button with the double-right arrow to include the /atg/epub/file/WWWFileSystem, /atg/

epub/file/ConfigFileSystem, and the /atg/epub/file/MediaContentFileSystem file systems in the

configuration.

10.Click Save Changes.

11.Click the Back to deployment administration configuration link.

12.Click Make changes live.

13.Accept the default, Do a full deployment (data NOT imported), then click Make changes live.


14.To view your deployment’s progress, under Deployment Administration, click Overview, then click Production

to see the percent complete.

15.After the deployment has finished, proceed to the next section, Checking the Baseline Index Status (page

35), to verify that the baseline index initiated after the deployment completes successfully.

Note: If your deployment is not successful, it may be related to the transaction timeout setting in your

application server. All supported application servers time out long running transactions by marking the active

transaction as rolled back (essentially, by calling setRollbackOnly on the transaction), which could result in

problems with Oracle Commerce Platform applications. If your deployment fails, try increasing the transaction

timeout setting and resuming the deployment in the Business Control Center. For details on changing your

transaction timeout, see Setting the Transaction Timeout on WebLogic, Setting the Transaction Timeout on JBoss, or

Setting the Transaction Timeout on WebSphere in the Platform Installation and Configuration Guide.

Checking the Baseline Index Status

After a full deployment, a baseline index is automatically initiated. Follow the steps below to ensure that the

baseline index has completed and you can move on to promoting content.

To check the baseline index status:

1. In a browser, return to the Dynamo Server Admin on the ATGProduction server. See Browsing the

Production Server (page 32) for details.

2. Click the Component Browser link, and then use the subsequent links to navigate to the /atg/commerce/

endeca/index/ProductCatalogSimpleIndexingAdmin component.

3. Ensure that the Auto Refresh option is selected so that the status information is refreshed.

4. When the Status for all phases is COMPLETE (Succeeded), proceed to the next section, Promoting the

Commerce Reference Store Content (page 35).

Promoting the Commerce Reference Store Content

In this section, you promote the Commerce Reference Store content. When you promote content, you create

the ZIP file that contains an application’s Experience Manager content. This ZIP file is reference by the Assembler

when it assembles a page’s contents.

To promote the Commerce Reference Store content:

1. Open a UNIX shell or command prompt on the server that is running Guided Search with Experience

Manager.

2. Change directories to the CRS Endeca application’s control directory, for example:

cd /usr/local/endeca/Apps/CRS/control

or


cd C:\Endeca\Apps\CRS\control


UNIX:

./promote_content.sh

Windows:

promote_content.bat

Accessing the Storefront

To access the CRS Store storefront, in a new browser window, navigate to:

http://<hostname>:<HTTP_port>/crs

For example, on WebLogic use:

http://localhost:7003/crs

On JBoss use:


On WebSphere use:


Adding the User Segment Credential to the Workbench

In order for user segment sharing to work, you must add a credential to the Workbench that matches the

credential you specified in the OPSS configuration in CIM. To add a credential to the Workbench, you use the

manage_credentials script in the /credential_store/bin directory under ToolsAndFrameworks.

To add a credential to the Workbench:

1. In a UNIX shell or command prompt on the server that is running Guided Search with Experience

Manager, navigate to the ENDECA_TOOLS_ROOT/credential_store/bin directory, for example, /

usr/local/endeca/ToolsAndFrameworks/version/credential_store/bin or C:\Endeca

\ToolsAndFrameworks\version\credential_store\bin.


On UNIX, enter:

./manage_credentials.sh add --user admin --config [path to jps-config.xml] --type

generic --mapName restService --key clientCredential


For example:

./manage_credentials.sh add --user admin --config $ENDECA_TOOLS_ROOT/server/

workspace/credential_store/jps-config.xml --type generic --mapName restService --key

clientCredential

On Windows, enter:

manage_credentials.bat add --user admin --config [path to jps-config.xml] --type

generic --mapName restService --key clientCredential

For example:

manage_credentials.bat add --user admin --config %ENDECA_TOOLS_ROOT%\server

\workspace\credential_store\jps-config.xml --type generic --mapName restService --

key clientCredential

3. At the prompt, enter the same credential you specified during the OPSS configuraiton in CIM.

4. Re-enter the credential to confirm the addition.

5. Follow the instructions below to restart the ToolsAndFrameworks service.

To restart the ToolsAndFrameworks service on UNIX:

1. In a UNIX shell, navigate to the ENDECA_TOOLS_ROOT/server/bin directory, for example, /usr/local/

endeca/ToolsAndFrameworks/version/server/bin.

2. Execute the shutdown script:

./shutdown.sh

3. Execute the startup script:

./startup.sh

To restart the ToolsAndFrameworks service on Windows:

1. From the Start menu, choose Administrative Tools > Services to open the Services control panel.

2. Right-click the Endeca Tools Service and choose Restart.

To confirm that the Business Control Center user segments are appearing in Experience Manager:

1. In a browser, navigate to http://<Workbench_host>:8006/ifcr.

2. Enter your Workbench username and password (default is admin for both values) and click Log In.

3. Select CRS from the top-lef t menu, then click Experience Manager.

4. Under Content, expand Shared, then click Auto-Suggest Panels.

5. Click the plus sign to add new content.

6. Click Select User Segments. The Business Control Center user segments (Fashionista, MenOnly,

ThirtySomethings, WomenOnly, and Young) should appear in the Add/Modify User Segments dialog box.

7. Click Cancel then click the X in the upper-right corner to delete your changes.


8. Click Discard.

Configuring Incremental Change Tracking

Follow the steps below to enable the ATGPublishing server to track incremental repository changes that need

to be included in partial indexes.

To configure incremental change tracking:

1. In a UNIX shell or command prompt on the machine that is running the Oracle Commerce Platform, locate

the /atg/commerce/search/ProductCatalogOutputConfig.properties file in the <ATG11dir>/

home/servers/ATGPublishing/localconfig/ directory.

2. Remove the # from the #targetName=production line to set the targetName property and save the file.

3. Repeat the preceding step with the following files located in the <ATG11dir>/home/servers/

ATGPublishing/localconfig/ directory:

• /atg/commerce/search/StoreLocationOutputConfig

• /atg/commerce/endeca/index/CategoryToDimensionOutputConfig

• /atg/content/search/ArticleOutputConfig

• /atg/content/search/MediaContentOutputConfig

4. Stop and restart the ATGPublishing server. For details on stopping the server, see Stopping the Publishing

and Production Servers and Removing Their Artifacts (page 39). For details on starting the server, see

Starting the Publishing and Production Servers (page 29).

3 Uninstalling Commerce Reference Store 39

3 Uninstalling Commerce Reference

Store

The instructions in this section tell you how to remove an existing Commerce Reference Store installation

so that you have a clean environment and can start again. In the procedure below, you are only removing

Oracle Commerce Platform and Commerce Reference Store artifacts. Your application server, the JDK, and your

environment variables remain intact and usable for your next installation. The basic process involves these steps:

• Stop the ATGProduction and ATGPublishing servers.

• (WebLogic and WebSphere Only) Remove the Commerce Reference Store artifacts through the application

server console.

• Use CIM to drop the Production, Switching B, Switching A, and Publishing schemas from your database, in that

order.

• (Windows Only) Remove the Oracle Commerce Platform and Oracle Commerce Reference Store software

through the Add or Remove Programs control panel.

• Delete the <ATG11dir> directory.

• Delete the ATGProduction and ATGPublishing server instances.

• Remove the EAC application associated with Commerce Reference Store.

Stopping the Publishing and Production Servers and

Removing Their Artifacts

Follow the instructions below for your application server.

Stopping the Servers and Removing Artifacts on WebLogic

To stop the ATGPublishing and ATGProduction servers and remove their artifacts on WebLogic:

1. Go to the shell where you started the WebLogic server that supports the ATGProduction server instance and

enter Ctrl-C to stop the WebLogic server.

40 3 Uninstalling Commerce Reference Store

2. Go to the shell where you started the WebLogic server that supports the ATGPublishing server instance and

enter Ctrl-C to stop the WebLogic server.

3. Open a browser and enter the address of the WebLogic Server Administration Console:

http://<hostname>:7001/console

4. Enter your WebLogic username and password (default is weblogic/weblogic1).

5. Under Domain Structure, click Deployments for your user domain.

6. Select the ATGPublishing.ear and the ATGProduction.ear, and then click Delete.

7. Under Domain Structure, expand Environment for your user domain, and then click Servers.

8. Select the ATGPublishing and the ATGProduction servers, and then click Delete.

9. Under Domain Structure, expand Services for your user domain, and then click Data Sources.

10.Select the ATGProductionDS, ATGPublishingDS, ATGSwitchingDS_A, and ATGSwitchingDS_B

datasources, then click Delete.

11.In a shell window, delete the ATGProduction and ATGPublishing directories:

• Change directories to your WebLogic servers directory, for example, /usr/local/Oracle/

Middleware/Oracle_Home/user_projects/domains/base_domain/servers

• Delete both the ATGProduction and ATGPublishing directories.

12.Enter the following commands to stop the WebLogic application server:

cd /usr/local/Oracle/Middleware/Oracle_Home/user_projects/domains/

base_domain/bin

./stopWebLogic.sh

13.Continue with Dropping the Oracle Commerce Schemas (page 43).

Stopping the Servers on JBoss

Follow the instructions below for your environment.

On UNIX

To stop the ATGProduction and ATGPublishing servers on UNIX:

1. In a shell window, enter the following to list all running processes:

ps –ef

2. Identify the process ID numbers for the ATGProduction and ATGPublishing servers and their related Java

processes.

3. Enter the following command to kill the processes, replacing <processIDs> with a space delimited list of the

IDs you identified in the previous step:

kill -9 <processIDs>


Note: It is best to use this method of killing the Oracle Commerce Platform servers, instead of Control-C, in

order to make sure that all related processes are stopped and the ports are available for future use.

4. In a shell window, delete the ATGProduction and ATGPublishing directories:

• Change directories to your JBoss deployments directory, for example, /usr/local/jboss-eap-6.1.0/

jboss-eap-6.1/standalone/deployments.


5. Delete the ATGProduction.xml and ATGPublishing.xml files:

• Change directories to your JBoss configuration directory, for example, /usr/local/jboss-

eap-6.1.0/jboss-eap-6.1/standalone/configuration.

• Delete both the ATGProduction.xml and ATGPublishing.xml files.

6. Delete the XML history files:

• Change directories to your JBoss standalone_xml_history directory, for example, /usr/local/

jboss-eap-6.1.0/jboss-eap-6.1/standalone/configuration/standalone_xml_history.

• Delete all XML files whose names start with either ATGProduction or ATGPublishing.

7. Continue with Dropping the Oracle Commerce Schemas (page 43).

On Windows

To stop the ATGProduction and ATGPublishing servers on Windows:

1. In the command prompt where you are running the ATGProduction server, type Ctrl-C.

2. Enter Y to confirm the process termination.

3. Repeat these steps in the command prompt where you are running the ATGPublishing server.

4. In a command prompt or using Windows Explorer, delete the ATGProduction and ATGPublishing

directories:

• Change directories to your JBoss deployments directory, for example, C:\jboss-eap-6.1.0\jboss-

ep-6.1\standalone\deployments.


5. Delete the ATGProduction.xml and ATGPublishing.xml files:

• Change directories to your JBoss configuration directory, for example, C:\jboss-eap-6.1.0\jboss-

eap-6.1\standalone\configuration.

• Delete both the ATGProduction.xml and ATGPublishing.xml files.

6. Delete the XML history files:

• Change directories to your JBoss standalone_xml_history directory, for example, C:\jboss-

eap-6.1.0\jboss-ep-6.1\standalone\configuration\standalone_xml_history.

• Delete all XML files whose names start with either ATGProduction or ATGPublishing.


7. Continue with Dropping the Oracle Commerce Schemas (page 43).

Stopping the Servers and Removing Their Artifacts on WebSphere

To stop the ATGPublishing and ATGProduction servers and remove their artifacts on WebSphere:

1. Open a browser and enter the address of the WebSphere Integrated Solutions Console, for example:

http://localhost:9060/ibm/console

2. Enter your WebSphere ID.

3. Expand Servers, and then expand Server Types.


5. Select the ATGProduction and ATGPublishing servers and click Stop.

6. Click OK to confirm, and then click OK again in the Server Status Feedback page after the servers are stopped.

7. Expand Environment, and then click Virtual Hosts.

8. Select the ATGProduction_host and ATGPublishing_host and click Delete.

9. Click Save to save your changes to the master configuration.

10.Expand Applications, and then expand Application Types.

11.Click WebSphere enterprise applications.

12.Select the ATGProduction.ear and ATGPublishing.ear files and click Uninstall.

13.Click OK to confirm, and then click Save to save the change to the master configuration.

14.Return to the WebSphere application servers page.

15.Select the ATGProduction and ATGPublishing servers and click Delete.

16.Click OK to confirm, and then click Save to save the changes to the master configuration.

17.Expand Resources, and then expand JDBC.

18.Click Data Sources.

19.Select ATGProductionDS, ATGPublishingDS, ATGSwitchingDS_A, and ATGSwitchingDS_B, then click

Delete.

20.Click Save to save the changes to the master configuration.

21.Stop the default application server:

• In a UNIX shell, change directories to your application server’s bin directory, for example, /usr/local/

IBM/WebSphere/AppServer/profiles/AppSrv01/bin.


./stopNode.sh


You see a status report similar to the following when the default application server has stopped:

Server nodeagent stop completed.

22.Stop the deployment manager:

• In a UNIX shell, change directories to your deployment manager’s bin directory, for example, /usr/

local/IBM/WebSphere/AppServer/profiles/Dmgr01/bin


./stopManager.sh

You see a status report similar to the following when the deployment manager has stopped:

Server dmgr stop completed.

23.In a shell window, delete the ATGProduction and ATGPublishing log directories:

• Change directories to your WebSphere logs directory, for example, /usr/local/IBM/WebSphere/

AppServer/profiles/AppSrv01/logs


24.Continue with Dropping the Oracle Commerce Schemas (page 43).

Dropping the Oracle Commerce Schemas

Follow the instructions below to drop the Oracle Commerce schemas:

1. In a UNIX shell or command prompt, run CIM. For detailed instructions, see Starting CIM (page 12).

2. In the CIM MAIN MENU, select [2] Database Configuration – Done.

3. In the SELECT A DATASOURCE TO CONFIGURE menu, select [B] Switching B – Done.

4. In the CONFIGURE DATASOURCE SWITCHING B menu, select [D] Drop Schema.

5. In the DROP SCHEMA menu, select [D] Drop Schema.

6. In the CONFIGURE DATASOURCE SWITCHING B menu, select [O] Configure Another Datasource.

7. Repeat steps 3 through 6 to delete the remaining schemas. Be sure to delete the schemas in this order:

• [S] Switching A

• [C] Production Core

• [P] Publishing

8. In the CONFIGURE DATASOURCE SWITCHING B menu, select [O] Configure Another Datasource.

9. In the SELECT A DATASOURCE TO CONFIGURE menu, select [D] Done.


10.Enter q to exit CIM.

Removing the Oracle Commerce Platform and Commerce

Reference Store Software (Windows Only)

Follow the steps below to remove Oracle Commerce Platform and Commerce Reference Store software from

your Windows machine. Be careful to remove the software in the order described (that is, remove the Oracle

Commerce Platform [version] software last).

To remove Oracle Commerce Platform and Commerce Reference Store software:

1. From the Start menu, click Control Panel.

2. Click the Programs and Features control panel.

3. Select Oracle Commerce Reference Store [version] and click Uninstall/Change.

4. In the installer program, click Uninstall.

5. Click Done.

6. In the control panel, select Oracle Commerce Platform [version] and click Uninstall/Change.

7. In the installer program, click Uninstall.

8. Click Done.

9. Reboot the machine.

Deleting the Oracle Commerce Platform Directory

Delete the <ATGdir11> directory and all of its sub-directories.

Removing the EAC Application and CAS Artifacts

Follow the instructions below, on the machine where Oracle Commerce Guided Search with Experience

Manager is installed, to remove the EAC application that supports Commerce Reference Store and its associated

CAS artifacts

To remove the EAC application:

1. Open a UNIX shell or command prompt.

2. Change directories to the CRS EAC application’s control directory, for example:


cd /usr/local/endeca/Apps/CRS/control

or

cd C:\Endeca\Apps\CRS\control


On UNIX, enter:

./runcommand.sh --remove-app

On Windows, enter:

runcommand.bat –-remove-app

To remove the CAS artifacts:

1. In a UNIX shell or command prompt, change directories to the CAS bin directory, for example:

cd /usr/local/endeca/CAS/11.2.0/bin

or

cd C:\Endeca\CAS\11.2.0\bin

2. Enter one of the following commands to delete the CRS-data record store.

On UNIX, enter:

./component-manager-cmd.sh delete-component –n CRS-data

On Windows, enter:

component-manager-cmd.bat delete-component –n CRS-data

3. To delete the other two record stores, repeat the command in the previous step two more times, substituting

CRS-dimvals and CRS-dimension-value-id-manager for CRS-data.

4. To verify that your record stores are deleted, you can optionally use this command:

On UNIX, enter:

./component-manager-cmd.sh list-components

On Windows, enter:

component-manager-cmd.bat list-components

You should see the following message, indicating that all three record stores are deleted:

No components have been provisioned.

5. Enter one of the following commands to delete the CRS-last-mile-crawl.

On UNIX, enter:

./cas-cmd.sh deleteCrawl –id CRS-last-mile-crawl

On Windows, enter:


cas-cmd.bat deleteCrawl –id CRS-last-mile-crawl

6. Delete the Endeca applications directory (for example, /usr/local/endeca/Apps or C:\Endeca\Apps)

from the file system.

At this point, you are ready for a clean Commerce Reference Store installation. To do a clean install, begin with

the Installing the Oracle Commerce Platform and Commerce Reference Store Software (page 8) section in this

guide.

4 Appendix A: Creating the EAC Application via Scripts 47

4 Appendix A: Creating the EAC

Application via Scripts

This appendix provides instructions for creating the EAC application that supports Commerce Reference Store

using scripts instead of CIM. If the Oracle Commerce Platform and Oracle Commerce Guided Search with

Experience Manager are installed on different servers, you must create and provision the EAC application using

the scripts described below. After creating the EAC application, return to the Assembling and Deploying Your

Oracle Commerce Applications (page 23) section earlier in this guide to finish configuring your environment.

To create the EAC application:

1. On the machine where Oracle Commerce Guided Search with Experience Manager is installed, create the

directory where the EAC application will reside, for example, /usr/local/endeca/Apps or C:\Endeca

\Apps.

2. Copy the <ATG11dir>/CommerceReferenceStore/Store/Storefront/deploy directory to a temporary

location on the machine where Oracle Commerce Guided Search with Experience Manager is installed.

3. On the machine where Oracle Commerce Guided Search with Experience Manager is installed, open a UNIX

shell or command prompt and browse to the ToolsAndFrameworks /deployment_template/bin directory,

for example, /usr/local/endeca/ToolsAndFrameworks/11.2.0/deployment_template/bin or C:

\Endeca\ToolsAndFrameworks\11.2.0\deployment_template\bin.

4. Execute the deploy script. For example, on UNIX, enter:

./deploy.sh --app CRS-temporary-directory/deploy/deploy.xml

On Windows, enter:

deploy.bat --app CRS-temporary-directory\deploy\deploy.xml

5. After the note about the Platform Services version, press Enter to continue with the install.

6. Enter the following information for the script prompts:

• Enter N to install a base deployment.

• Enter CRS for the name of the application.

• Enter the full path to the Apps directory, for example: /usr/local/endeca/Apps or C:\Endeca\Apps.

• Enter the EAC port (default is 8888).

Note: The EAC port is used for all Endeca applications that have been deployed, so if you deploy more than

one application, continue to use the same port number for all of them.

48 4 Appendix A: Creating the EAC Application via Scripts

• Workbench port number [8006]

• Dgraph1 (Live Dgraph) port (default is 15000).

• Authoring Dgraph port (default is 15002)

• LogServer port (default is 15010)

• Enter the CAS install directory using UNIX-style forward slashes, even if on Windows. For example, /usr/

local/endeca/CAS/11.2.0 or C:/Endeca/CAS/11.2.0.


• Enter the CAS version number (default is 11.2.0).

• Enter the CAS hostname (default is localhost).

• Enter the CAS port (default is 8500).

• Enter the language code (default is en).

• Enter the fully-qualified Workbench hostname.

• Production application server host name [localhost]. This is the host name of the server that hosts the

Oracle Commerce application. Enter the ATGProduction server host name.

• Production application server HTTP port number. If you used the ports suggested in this guide, these

values are 7003 for WebLogic, 8080 for JBoss and Tomcat, and 9081 for WebSphere.

• Host name of the user segment server. This is the server that will respond to Workbench requests

for Busines Control Center user segment data. Oracle recommends using the Content Adminstration

server (also called the Publishing server in this guide) for this purpose. Enter the host name of the

ATGPublishing server. [localhost]

• HTTP port of the user segment server. If you used the ports suggested in this guide, these values are 7103

for WebLogic, 8180 for JBoss and Tomcat, and 9181 for WebSphere.

• Path for the Oracle Wallet jps-config.xml file, for example, /usr/local/endeca/

ToolsAndFrameworks/11.2.0/server/workspace/credential_store/jps-config.xml or C:/

Endeca/ToolsAndFrameworks/11.2.0/server/workspace/credential_store/jps-config.xml


• Application configuration archive path. This is the path for the live ZIP files created by the EAC application

during application export, for example, /usr/local/endeca/Apps/application_export_archive or

C:/Endeca/Apps/application_export_archive. The EAC application will have a sub-directory in the

location provided here, where its ZIP files reside.






You see a message that says “Application successfully deployed” when the deployment is finished.

4 Appendix A: Creating the EAC Application via Scripts 49

7. In a UNIX shell or command prompt, change directories to the EAC applications directory, for example, /usr/

local/endeca/Apps or C:\endeca\Apps. The CRS application directory is added as child of the /Apps

directory.

Commerce Reference Store only requires one EAC application, so at this point you can move onto provisioning

the application, described below. Other environments may require additional EAC applications (see the

Platform-Guided Search Integration Guide for guidance). If so, you should create additional EAC applications for

any other Oracle Commerce Platform server instances which you intend to index against, for example, Staging

and Publishing servers. Be sure to enter unique ports for Live Dgraph, Authoring Dgraph, and LogServer for each

additional application.

To provision the EAC application:

1. In a UNIX shell or command prompt, change directories to your EAC application’s /control directory, for

example, /usr/local/endeca/Apps/CRS/control or C:\Endeca\Apps\CRS\control.

2. Execute the initialize_services.sh script. For example, on UNIX, enter:

./initialize_services.sh

On Windows, enter:

initialize_services.bat

3. Return to the Assembling and Deploying Your Oracle Commerce Applications (page 23) section earlier in

this guide to finish configuring your environment. (Note: If your environment has multiple EAC applications,

repeat these steps for any other EAC applications you created.)

50 4 Appendix A: Creating the EAC Application via Scripts

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