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Oracle® Secure Enterprise Search Administrator's Guide
10
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Release 1 (10.1.8.2)
Part Number E10418-03
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Contents
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Conventions
What's New
New Features in Release 10.1.8.2
New Features in Release 10.1.8.1
New Features in Release 10.1.8
1
Introduction to Oracle Secure Enterprise Search
Special-Use Licensing
Overview of Oracle Secure Enterprise Search
Source Types
Oracle Secure Enterprise Search Components
Oracle Secure Enterprise Search Crawler
Oracle Secure Enterprise Search Administration Tool
Oracle Secure Enterprise Search APIs
Oracle Secure Enterprise Search Features
Secure Search
Federated Search
Extensible Crawler Plug-in Framework
2
Getting Started with Oracle Secure Enterprise Search
Getting Started Basics with Oracle Secure Enterprise Search
Understanding the Administration Tool
Home Tab
Search Tab
Global Settings Tab
3
Understanding Crawling and Searching
Overview of the Oracle Secure Enterprise Search Crawler
Crawler URL Queue
Understanding Access URLs and Display URLs
Using Crawler Plug-ins
Overview of Crawler Settings
Crawling Mode
URL Boundary Rules
Inclusion Rules
Exclusion Rules
Example Using Regular Expression
Boundary Rules for Web Sources
Document Types
Crawling Depth
Robots Exclusion
Index Dynamic Pages
URL Rewriter API
Title Fallback
Special Considerations with Title Fallback
Character Set Detection
Special Considerations with Automatic Character Set Detection
Language Detection
Cache Directory
Overview of XML Connector Framework
Example Using the XML Connector
XML Configuration File
Overview of Attributes
Example of Attribute LOV Collection
Understanding the Crawling Process
The Initial Crawl
Queuing and Caching Documents
Indexing Documents
Maintenance Crawls
Monitoring the Crawling Process
Crawler Statistics
Crawler Log File
Crawler Configuration File
Overview of Searching in Oracle Secure Enterprise Search
Basic Search
Browse Source Groups
Searching on Date Attributes
Submit URL
Advanced Search
Search Documents in a Specific Language
Search in Specific Source Groups
Search by Attribute
Oracle SES and Oracle Text
Internationalization Support
Thesaurus-Based Search
Uploading a Thesaurus
Exporting the Loaded Thesaurus
Removing a Loaded Thesaurus
Alternate Words
Uploading a List of Alternate Words
Export the Alternate Words List
Removing Alternate Words
Adding Alternate Word Pairs
Restricted Search and the Browse Popup
4
Security in Oracle Secure Enterprise Search
Overview of Oracle Secure Enterprise Search Security
Oracle Secure Enterprise Search Security Model
Passwords
Temporary Passwords
Authorization and Authentication
Overview of Oracle SES Authorization and Authentication
Restrictions on Changing the ACL Policy
Activating an Identity Plug-in
Re-registering Preinstalled Identity Plug-ins
Restrictions on Changing the Identity Plug-in
Authentication Methods
Oracle Secure Enterprise Search User Repository
Oracle Secure Enterprise Search Authentication Interface
Enabling Secure Search
Secure Search Options
Admin-based Authorization
Custom Crawler Plug-in
Identity-Based Secure Search
Query-time Authorization
Self Service Authorization
Configuring Secure Search with OracleAS Single Sign-On
Using mod_oc4j to Front Oracle Secure Enterprise Search with an Oracle HTTP Server
SSL and HTTPS Support in Oracle Secure Enterprise Search
Understanding SSL
Managing the Keystore
Oracle SES Acting as an SSL Client
Oracle SES Acting as an SSL Server
Configuring Oracle Secure Enterprise Search to Require SSL
Enabling SSL in Oracle HTTP Server's mod_oc4j Module
Security in a Federated Search Environment
5
Configuring Access to Content Management Sources
Setting Up EMC Documentum Content Server Sources
Important Notes for EMC Documentum Content Server Sources
Required Software
Required Tasks
Known Issues
Setting Up Identity Management for EMC Documentum Content Server
Creating an EMC Documentum Content Server Source
Setting Up FileNet Content Engine Sources
Important Notes for FileNet Content Engine Sources
Required Software
Required Tasks
Known Issues
Setting Up Identity Management with Filenet Content Engine
Creating a FileNet Content Engine Source
Setting Up FileNet Image Services Sources
Important Notes for FileNet Image Services Sources
Required Software
Required Tasks
Known Issues
Setting Up Identity Management for FileNet Image Services
Creating a FileNet Image Services Source
Setting Up Hummingbird Document Management Server Sources
Important Notes for Hummingbird DM Server Sources
Required Software
Required Tasks
Known Issues
Setting Up Identity Management for Hummingbird
Creating a Hummingbird Source
Deploy the Web Service on the Hummingbird DM Server
Setting Up IBM DB2 Content Manager Sources
Important Notes for IBM DB2 Content Manager Sources
Required Software
Required Tasks on the Server Side
Required Tasks on the Client Side
Known Issues
Setting Up Identity Management for DB2 Content Manager
Creating an IBM DB2 Content Manager Source
Setting Up Microsoft SharePoint Sources
Important Notes for Microsoft SharePoint Sources
Creating a Microsoft SharePoint Source
Deploy the Web Service on the SharePoint Portal Server
Setting Up Open Text Livelink Sources
Important Notes for Open Text Livelink Sources
Required Tasks
Known Issues
Setting Up Identity Management for Open Text
Creating an Open Text Livelink Source
Setting Up Oracle Content Database Sources
Important Notes for Oracle Content Database Sources
Known Issues
Setting Up Identity Management for Oracle Content Database Sources
Creating an Oracle Content Database Source
Required Tasks for Oracle Content Database Release 10.1.3
Setting Up Oracle Content Server Sources
Important Notes for Oracle Content Server Sources
Required Software
Known Limitations
Oracle Content Server Security Model
Setting Up Identity Management for Oracle Content Server
Creating an Oracle Content Server Source
6
Configuring Access to Collaboration Sources
Setting Up EMC Documentum eRoom Sources
Documentum eRoom Web Services
Important Notes for Documentum eRoom Sources
Supported Platforms
Required Software
Required Tasks
Known Issues
Creating a Documentum eRoom Source
Setting Up Lotus Notes Sources
Important Notes for Lotus Notes Sources
Required Software
Required Tasks
Known Issues
Setting Up Identity Management for Lotus Notes
Creating a Lotus Notes Source
Setting Up Microsoft Exchange Sources
Important Notes for Microsoft Exchange Sources
Required Software
Required Tasks
Known Issues
Setting Up Identity Management for Microsoft Exchange
Creating a Microsoft Exchange Source
Setting Up NTFS Sources for Windows
Important Notes for NTFS Sources
Required Software
Required Tasks
Setting Up Identity Management with NTFS Sources
Creating an NTFS Source
Setting Up NTFS Sources for UNIX
Important Notes for NTFS Sources
Required Software
Required Tasks
Setting Up Identity Management with NTFS Sources
Creating an NTFS Source
Setting Up Oracle Calendar Sources
Setting Up Identity Management for Oracle Calendar
Creating an Oracle Calendar Source
Setting Up IMAP Connector for OCS Email Server Sources
Important Notes for IMAP Connector for OCS Email Server Sources
Required Tasks
Setting Up Identity Management for IMAP Connector for OCS Email Server Sources
Creating IMAP Connector for OCS Email Server Sources
7
Configuring Access to Applications Sources
Setting Up Database Sources
Important Notes for Database Sources
Required Tasks
Creating Public Database Sources
XSD for the Query File
Creating Secure Database Sources
Example of Creating a Secure Database Source
Setting Up Oracle E-Business Suite 11i Sources
Important Notes for Oracle E-Business Suite 11i Sources
Setting Up Identity Management for Oracle E-Business Suite 11i
Creating an Oracle E-Business Suite 11i Source
Setting Up Oracle E-Business Suite 12 Sources
Setting Up Identity Management for Oracle E-Business Suite 12
Creating an Oracle E-Business Suite 12 Source
Setting up Siebel 7.8 Sources
Important Notes for Siebel 7.8 Sources
Required Tasks
Setting Up Identity Management for Siebel 7.8
Creating a Secure Siebel 7.8 Source
Creating a Public Siebel 7.8 Source
Queries to Crawl Siebel 7.8 Business Components
Service Request Attachments Query
Accounts Query
Products Query
Literature Query
Solution Query
Service Request Query
Contacts Query
Setting Up Siebel 8 Sources
Setting Up Identity Management for Siebel 8
Creating a Siebel 8 Source
8
Oracle Secure Enterprise Search Advanced Information
Setting Up Federated Sources
Federation Trusted Entities
Example Creating a Federated Source
Customizing Federated Sources
Route Queries to the Federated Source
Set Search Restrictions
Retrieve Attributes
Map Attributes
Limitations Federating Release 10.1.8.2 and Prior Releases
Adding Suggested Content in Search Results
Example Configuring Google OneBox for Suggested Content
Customizing the Appearance of Search Results
XML Result Schema
Configuring Clustering in Search Results
Topic Clustering
Metadata Clustering
Using Clustering
Configuring Clustering in the Web Services API
Java Classes for Clustering
Cluster Result XML Schema
Cluster Result JSON Format
Configuring Top-N Documents and Group/Sort Attributes
Customizing the Relevancy of Search Results
Customizing Relevancy in the Query Web Services API
Filter Element
Ranking Element
Apply Ranking Factors
Using Backup and Recovery
Performing a Cold Backup
Understanding Attributes
Web Source Attributes
File Source Attributes
E-mail and Mailing List Attributes
OracleAS Portal Source Attributes
Microsoft Exchange Source Attributes
NTFS Source Attributes
Oracle Calendar Attributes
Oracle Content Database Source Attributes
System-Defined Search Attributes
Troubleshooting Sources
Tips for Using Table and Database Sources
Understanding Table Sources Versus Database Sources
Crawling Tables with Quoted Identifiers
Tips for Using File Sources
Crawling File Sources with Non-ASCII
Crawling File Sources with Symbolic Links
Crawling File URLs
Crawling File Sources from a Network Drive
Tips for Using Mailing List Sources
Tips for Using OracleAS Portal Sources
Tips for Using User-Defined Sources
Tips for Using Federated Sources
Federated Search Characteristics
Federated Search Limitations
Tuning Crawl Performance
Understanding the Crawler Schedule
Registering a Proxy
Checking Boundary Rules
Notes for File Sources
Checking Dynamic Pages
Checking Crawler Depth
Checking Robots.txt Rule
Checking Duplicate Documents
Checking Redirected Pages
Checking URL Looping
Increasing the Oracle Redo Log File Size
Adding Datafiles
What to do Next
Tuning Search Performance
Adding Suggested Links
Optimizing the Index
Adjusting the Indexing Parameters
Indexing Batch Size
Indexing Memory Size
Checking the Search Statistics
Relevancy Boosting
Increasing the JVM Heap Size
Increasing the Oracle Undo Space
Oracle SES Command Line Tools
Restarting Oracle Secure Enterprise Search After Rebooting
Turning On Debug Mode
Monitoring Oracle Secure Enterprise Search
Integrating with Google Desktop for Enterprise
Accessing Application Server Control Console on Oracle SES
9
Oracle Secure Enterprise Search APIs
Overview of Oracle Secure Enterprise Search APIs
Oracle Secure Enterprise Search Web Services APIs
Web Services APIs Installation
Query Web Services Location
Admin Web Services Location
Web Services Concepts
Web Services
Simple Object Access Protocol
Web Services Description Language
Web Services Architecture
Development Platforms
Query Web Services Common Data Types
Base Data Types
XML-to-Java Data Type Mappings
Complex Types
Array Types
Query Web Services Operations
Overview of Query Web Services Operations
Authentication Operations
Search Operations
Browse Operations
Metadata Operations
Search Hit Operations
User Feedback Operations
Query Web Services Query Syntax
Search Term
Phrase
Operators
Default Search - Implicit AND Search
Word Separator
Filter Conditions (Advanced Conditions)
Special Search Terms
Query Web Services Example
Client-Side Query Java Proxy Library
Internally Used Query Web Services Messages
Admin Web Services Operations
Client-Side Admin Java Proxy Library
Admin Web Services SOAP Fault Error Codes
Oracle Secure Enterprise Search Java SDK
Crawler Plug-in API
Crawler Plug-in Overview
Crawler Plug-in Functionality
Document Service API
Creating and Using a Document Service Plug-in
URL Rewriter API
URL Link Filtering
URL Link Rewriting
Creating and Using a URL Rewriter
Security APIs
Identity Plug-in API
Authorization Plug-in API
User-Defined Security Model
Query-time Authorization API
Overview of Query-time Authorization
Filtering Document Access
Filtering Folder Browsing
Pruning Access to an Entire Source
Determining the Authenticated User
Query-time Authorization Interfaces and Exceptions
Thread-safety of the Filter Implementation
Compiling and Packaging the Query-time Filter
A
Oracle Secure Enterprise Search Secure Portlet
Oracle SES Tasks to Register a Secure Portlet
OracleAS Portal Tasks to Register a Secure Portlet
B
XML Connector Examples and Schemas
Configuration File XSD
Control Feed Example
Control Feed XSD
Data Feed Example
Data Feed XSD
C
Upgrading Oracle Secure Enterprise Search
Upgrading Oracle Secure Enterprise Search to 10.1.8.2
Checking Memory Requirements
Upgrading OracleAS Portal Sources
Upgrading File Sources
Upgrading Oracle Calendar Sources
Using Secure Federated Search Between 10.1.8 and 10.1.6
D
URL Crawler Status Codes
E
Error Messages
F
Third Party Licenses
Apache Software
Egothor Software
Plug-in Software
Snowball Software
Yahoo! Inc.
Glossary
Index
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