Wednesday, May 27, 2015

Oracle EBS Endeca Extension - Pre requisits

Basic Use of Endeca:

Oracle Identity Manager (OIM) is a provisioning solution that works with E-Business Suite, People Soft and other third-party systems, and provides the management activities, business processes, and technologies governing the creation, modification and deletion of user access rights and privileges across an organizations IT systems. By automating these activities, organizations gain better control over user access rights, enforce organizational security policies and ensure adherence to regulatory standards, Oracle Access Manager provides the Single Sign-On capabilities across E-Business Suite core module, i Modules and BI and other integrated applications. In this presentation, we will discuss the functional, technical approach and architecture to integrate E-Business Suite with Oracle Identity Manager. We will share case-studies of E-Business Suite and Oracle Identity Management integration implementations.

Administer EBS and Endeca Data:

Pre-Requisites :
Ensure you comply with following pre-requisites before you proceed with the rest of
the integration steps:
1. Installed and completed common configuration as described in Installing Oracle
E-Business Suite Extensions for Oracle Endeca, Release 12.2 V5 (Doc ID: 1614014.1).
2. Installed additional patches required for Oracle Projects Extensions for Oracle
Endeca as described in Oracle Projects Extensions for Oracle Endeca Product
Configuration Notes Document ID: 1470151.1

Filtering Components in Oracle Endeca :
Oracle E-Business Suite Extensions for Oracle Endeca provide you various filtering options to enable you to filter and search for data.
These filtering components are:

Search Box - Power users can configure the search to determine the data source, how to determine a matching record, and whether to support type-ahead. End users can use the search box to enter keyword to conduct a search. If multiple search configurations are available, end users can first select the search configuration that they want to use.The Search Within check box enables a search limited to the currently displayed data.

Guided Navigation - use this component to use attribute values to filter data. End users can select values in order to refine the current data to only include records with those values. For some attributes, end users can select multiple values. They also may be able to do negative refinement, to only include records that do not have a selected value.

Concurrent ETL Graphs:

To enable concurrent ETL graphs:

You must enable Oracle Endeca ETL graphs to be run from the Oracle E-Business Suite as a concurrent request.
1. In Oracle E-Business Suite, set the profile option FND_ENDECA_CLOVER_URL tohttp://<endeca_hostname>:7006/clover.
2. Run the script '' to add Clover login credentials in EBS Fnd Vault. 
The path is /u01/Oracle/quickInstall/bin/ in Build-12 QI of 12.2.3 V5. Implementation and Integration 2-3
Note: The script automates the creation of the Clover login credentials process and prompts you to provide an EBS DB apps schema password, clover application user name and password.When you enter the values, the script connects to the EBS database using apps credentials, and stores the clover application login credentials in EBS FND_VAULT.
3. The responsibility 'EBS-Endeca Administrator' allows an Oracle E-Business Suite user to access the concurrent program 'Run ETL graphs'. This provides the ability to run Full or Incremental graphs for a specified application sandbox. The system administrator can add this responsibility to any Oracle E-Business Suite user.
4. The 'EBS-Endeca Administrator' responsibility provides the following menu options for the 'Run ETL graphs' concurrent program:

Submit Requests :
Clicking 'Submit Requests' enables users to launch a concurrent request. After selecting 'Single Request' and clicking 'OK', the submit request form displays.After selecting 'Run Clover ETL Graphs' into the Name field, users are prompted to specify the application 'Sandbox' (e.g. eam or icx-iproc) and the'Graph Type' (Full.grf or Incremental.grf). Users can submit requests to run
Immediately by clicking 'Submit'. After submitting a request, the status of this request can be tracked using the 'View Requests' and 'Monitor' menu options.

Schedule :
Clicking 'Schedule' allows users to schedule one or more requests to launch the concurrent program 'Run Clover ETL Graphs'. Users are prompted to specify the application 'Sandbox' (e.g. eam or icx-iproc) and the 'Graph Type' ( for Incremental.grf). Users can submit the request to run immediately by clicking 'Submit' or can specify additional concurrent request options by navigating through the options pages after clicking 'Next'. After submitting are quest, the status of this request can be tracked using the 'View Requests' and'Monitor' menu options.

Monitor :
This menu option allows users to access the list of concurrent requests that they have submitted in the Oracle E-Business Suite. By default 'All My Requests'displays requests submitted within the last seven days. You can modify the query criteria by clicking the 'Advanced Search' button to specify requests to display. Users can click the 'Details' icon and then the 'View Log' button to view the concurrent request log file for the submitted concurrent request.

View Requests :
2-4 Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide Clicking 'View Requests' launches the View Requests form in the Oracle E-Business Suite. This enables users to search for a specific request or all of the concurrent requests. Clicking 'View Log' displays the log file for that concurrent request.
Note: If the concurrent request for a longer running Full Load Graph displays as 'Completed, Error', then you can access the log file to determine the Run ID in Clover and the URL for the clover UI, and access the 'Executions History' through the Clover UI.

Assigning Administrator Role to E-Business Users :

Oracle E-Business Suite users do not have the Endeca Studio Administrator role assigned by default and therefore cannot modify Endeca Pages. If you have a requirement to allow E-Business Suite users to modify Endeca pages, then you must assign the Administrator role to the users.
To assign Administrator role to E-Business Suite users:
1. Navigate to Endeca Studio (see your System Administrator to obtain the Endeca Studio URL, user id, and password).
2. Login as Studio Admin ( The default password is welcome123.
3. Go to the Control Panel.
4. Click the Users link.
5. Click on EBS User Name.
6. Click on the Roles link.
7. Click Select Link.
8. Select the Administrator Role.
9. Click the Save button.
The E-Business Suite user should now have administrator privileges and access to Endeca pages.

 For Example:
Setup and Configuration Steps
To set up Oracle Order Management Extensions for Oracle Endeca, you must complete the following steps:
1. Set Access Control: This is for assigning UMX roles and updating access grants.
UMX Role                                                                              Internal Code Name
Order Management Endeca Access Role   UMX|ONT_ENDECA_ACCESS_ROLE

2. Schedule Setup for Full Endeca Refresh:
This is specifically to load data into Endeca server,this can be done using ‘EBS-Endeca Administrator’ responsibility from EBS. We can either schedule ‘Run Clover ETL Graphs’ Concurrent program or just run one time for loading existing data. When you are submitting the first time use graph type as ‘FullLoadConfig.grf’ and sandbox you can select according to module for which we need to load data for example ‘ont’ for Orader management.

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