To configure Register Provider:

1. Copy SmartSearchCrawler.jar from EPM_ORACLE_HOME\products\Essbase\SmartSearch\hysl\CrawlerPlugin to a subdirectory of SES_HOME\search\lib\.

   Oracle recommends creating a subdirectory for this file; for example, SES_HOME\search\lib\plugins\smartsearch\.

2. Optional: If using the dummy identity plug-in shipped with Smart Search, copy HSSIdentityPlugin.jar from EPM_ORACLE_HOME\products\Essbase\SmartSearch\hysl\IdentityPlugin to SES_HOME\search\lib\identity\.

3. In a browser, enter: http://SmartSearchProvider:port/EssbaseSearch/RegisterProvider (example: http://localhost:16080/ EssbaseSearch/RegisterProvider)

4. In the login window displayed, enter your Shared Services user name and password and click Login.

5. Enter configuration information into the appropriate fields:

   • Server Configuration: Enter SES URL, administrator user name, and password.

   • Source Type Configuration: Enter Smart Search description, optionally including the jar file name from step 1.

   • Search Source Configuration: Enter the Smart Search Server URL in the form http://hostname:port_number and the Shared Services user name and password.

   • Schedule configuration: Enter the name of the crawler schedule.

   • Optional: Dummy Identity Plug-In Configuration: If using the dummy identity plug-in, select the Configure Dummy Identity Plugin and Activate Plugin check boxes and enter the JAR file name from step 2.

6. Click Register.

  To add Essbase source type:

1. On the Global Settings tab, select Source Types.

2. Click Create, and enter required information, including the following:

   • Plug-in Manager Java Class Name: Enter the Smart Search Java class name; for example com.hyperion.search.SmartSearchCrawlerPluginManager.

   • Plug-in Jar File Name: Enter the Smart Search JAR file name and location relative to the search\lib\plugins\ directory; for example, smartsearch\SmartSearchCrawler.jar.

3. Click Next, and then Finish.

4. On the Home tab, select Sources, then the source type that you just created, and then click Create.

5. Enter the source name, the URL of the Smart Search Server in the form http://hostname:port, and the Shared Services user name and password, and click Create.

6. Optional: On the Home tab, select Sources, and then Edit.

7. Optional: In the Edit User-Defined Sources screen, edit the following parameters, if necessary, to increase system resources.

   • Number of Crawler Threads: Increase if you plan to index a large number of applications.

   • Crawler Timeout Threshold (seconds): Increase if indexing an extremely large outline.

   • Maximum Document Size (MB): Increase if indexing an extremely large outline.

  To configure embedded search:

1. Navigate to Global Settings, and select Configure Search Result List.

2. Select Use Advanced Configuration.

3. Ensure that the Included list contains the following attributes:

   • ESSBASE_URL

   • Url

   • eqsnippet

   • equserquery

4. Using a text editor, create a backup copy of the style sheet.

5. From the directory to which Smart Search was installed, in a text editor open hysl\ses_globalconfig.xsl.

6. Replace all instances of http://localhost:16080 with the URL of the Smart Search Server, including port number.

7. Paste the modified contents of hysl\ses_globalconfig.xsl into the style sheet text box, and click Apply.

  To configure the cluster tree:

1. Navigate to Global Settings, and select Clustering Configuration.

2. If necessary for your configuration, modify the Clustering parameter and the Minimum number of documents per node.

   For information, see the Oracle Secure Enterprise Search Administrator's Guide.

3. Create a cluster tree of type metadata and set the parameters:

   • Set cluster tree name to Essbase servers.

   • Select “ESSBASE_URL” attribute.

   • Set Hierarchy delimeter to any character.

4. Click Apply.

  To configure a Smart Search Server for Oracle SES:

1. In the Oracle SES administration interface, select the Search tab, and then Suggested Content.

2. Click Create, and enter information for the new provider:

   • Name: Provider name.

   • Query Pattern: Java regular expression for the trigger keyword. For example, if “essbase” is the keyword, the query pattern regular expression (regex) will be essbase\s(.+).

   • Provider URL: Location of the Smart Search Server. For example, http://hostname:port_number/EssbaseSearch/Search?query=$ora:q

   • Enable: Select this check box.

   • XSLT Spreadsheet: A sample can be found in the release\hysl\ses.xsl subdirectory of the Smart Search Command Line Utility installation directory.

3. On the same page, configure the security settings as follows:

   • Entity Name and Password: Enter your Shared Services user name and password.

   • Format: Leave blank.

4. Click Create.