Windows installation procedures

This section contains the Platform Services installation procedures for Windows.

You must run the Platform Services as a specified user, for which you can control permissions.

Oracle recommends that you create a user account called endeca that has the proper file and directory permissions to access all necessary files for your application, and that you set up your HTTP Service to run under this account. However, you can use any user that you prefer, as long as it meets these requirements.

To create the user endeca:

  1. Ensure that you have administrator privileges on the local machine.

  2. From the Windows Control Panel, select Administrative Tools and then select Computer Management.

  3. In the tree pane of the Computer Management window, expand Local Users and Groups.

  4. Right-click Users and select New User.

  5. In the New User dialog box, do the following:

    1. Enter endeca for both the User name and the Full name.

    2. Optionally, enter a description.

    3. Set a password for user endeca.

      Note

      The user must have a non-blank password, because the installer will not accept a blank password for the services user.

    4. Uncheck User must change password at next logon.

    5. Select Password never expires.

  6. Click Create to create the new user, and then Close to exit the dialog box.

  7. Close the Computer Management window, but do not exit Administrative Tools.

  8. From Administrative Tools, do the following:

    1. Open Local Security Policy.

    2. Go to Local Policies > User Rights Assignments > Log on as a Service.

    3. Add user endeca to the list of users that can register a process as a service.

    4. Close the dialog box and exit Administrative Tools.

  9. Restart your computer to ensure that the changes take effect.

You install the Platform Services on Windows by using the installation wizard.

Before installing:

To install the the Oracle Commerce Platform Services on Windows:

  1. Download the Oracle Commerce Platform Services package from the Oracle Software Delivery Cloud.

  2. Extract the Oracle Commerce Platform Services package to a local directory.

    The name of the extracted installer file is OCplatformservices<version>-win64_<buildnumber>.exe.

  3. Double-click the installer file to start the wizard.

  4. Select your preferred language, and click OK.

  5. In the Introduction screen, click Next to begin the installation process.

  6. Accept the terms of the license agreement and click Next.

  7. In the Choose Install Folder screen, select an installation location or accept the default C:\Endeca\PlatformServices installation directory and click Next.

    The name of the installation directory must not contain spaces.

  8. In the Choose Install Set screen, select the program features to be installed and click Next. The default is Typical.

    Install SetContents
    TypicalAll features except for Oracle Commerce Reference Implementation
    CompleteAll features
    PS & App Controller AgentApplication Controller Agent
    Reference Implementation Sample Guided Search applications, as well as JSP and .NET user interface applications.

  9. In the Endeca Application Controller Service Information screen, do the following and then click Next:

  10. In the Pre-Installation Summary screen, review the settings you have selected and click Install.

  11. When the installation is complete, click Done to exit the wizard.

  12. Restart the computer.

    Restarting sets the Endeca environment variables (such as ENDECA_ROOT) correctly and starts the Endeca HTTP Service.

Depending on your application needs, you might have to perform the following task:

Silent installations are installations that use the -i silent switch to run without a user interface. The silent installer for Windows reads the necessary input from a response file that provides the same answers that an interactive user would provide.

To launch the silent installer on Windows:

  1. Open a command prompt and navigate to the directory where you downloaded the installer.

  2. Create a response file with the appropriate properties.

    Guided Search property NameDescription
    USER_INSTALL_DIR Required. Specifies the absolute path to the directory to install Platform Services (e.g., C:\\Endeca\\PlatformServices). Keep in mind that you cannot install the software in a directory with spaces in its name.

    Note

    If you do not use the default location, and you are installing more than one Guided Search product on the same machine, ensure that you install each product to a separate location.

    ETOOLS_HTTP_PORT Optional. The port on which the HTTP Service listens. The default is 8888.
    ETOOLS_SERVER_PORT Optional. The shutdown port for the HTTP Service. The default is 8090.
    EAC_MDEX_ROOT Optional. Specifies the MDEX Engine root directory if MDEX is already installed.

    Example: 

    USER_INSTALL_DIR=C:\\Endeca\\PlatformServices 
  ETOOLS_HTTP_PORT=8888 
  ETOOLS_SERVER_PORT=8090
  EAC_MDEX_ROOT=C:\\Endeca\\MDEX\\11.3.0

  3. Issue a command of the following form: 

    OCplatformservices_<version>_x86_64pc-win32.exe -i silent -f ps_response.properties

    The command line call returns immediately, but the installer continues to run for a few minutes in the background as it installs the Platform Services package and sets the Platform Services environment variables (such as ENDECA_ROOT).

  4. After the installation is finished, reboot the machine to ensure that the environment variables are set correctly and to start the HTTP Service.

Keep in mind that you can run the command with a batch script. Note that the above command is the asynchronous version. To run the command synchronously, preface the installer executable with the start /wait command.

If you did not specify the MDEX Engine root directory (at Step 2), the com.endeca.mdexRoot setting (in the EAC eac.properties configuration file) will have a blank value. The file is located in the %ENDECA_CONF%\conf directory. If you later install the MDEX Engine on your system, you must edit the file and add the absolute path of the MDEX Engine root directory in the setting, and then restart the HTTP Service for the change to take effect. For more information on this file, see the Endeca Application Controller Guide.

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