How do I use Ultra Search with Oracle9iAS Portal?

An Oracle9iAS Portal Technical Note
August 2002

| Introduction | Adding Oracle9iAS Portal as an Ultra Search Content Source |
| Adding the Sample Ultra Search Provider to the Portal | Summary | More Information |

Introduction

Oracle9iAS Portal has two integration points with Ultra Search: Firstly, Oracle9iAS Portal can be a source of content for Ultra Search and secondly, there is a pre-built portlet that allows you to initiate Ultra Search searches from within Oracle9iAS Portal. While both these components of Oracle9i Application Server are installed out of the box, there are some minor configuration steps to enable the integration. This note covers how to get the two components to work together and is ideal for the portal administrator who just wants things to work. Links to detailed information about Ultra Search are provided in the More Information section.

Note: All instances of machine.domain in this document should be replaced with your machine and domain names, for example: rsoule-lap.oracle.com.

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Adding Oracle9iAS Portal as an Ultra Search Content Source

After logging into Oracle9iAS Portal as an administrator (orcladmin and portal are two such users), navigate to the Administration tab on the Builder page. In the Services portlet there is a link to Ultra Search Administration. This link opens the Ultra Search Administration screen which can also be reached at http://machine.domain:7778/ultrasearch/admin/ (with a default configuration).

To register Oracle9iAS Portal as a content source:

1. On the Instances tab, click the Apply button to set the instance.

   If you have more than one instance make sure to select the instance you want to manage first. By default the Ultra Search instance is ULTRA1.

2. On the crawler tab, enter the Temporary directory and the Crawler logfile directory.

   These directory locations are on the machine where Oracle9i Application Server mid tier is installed. For example, /tmp for the Temporary directory and /tmp/ for the Crawler logfile directory.

3. On the Sources tab is an Oracle Portal tab. On the Oracle Portal tab, click the Register portal button.
   1. Name the portal.
   2. In the URL base: field, enter the base URL for the portal.
      For example, http://machine.domain:7778/pls/portal/portal.
   3. Select the page groups that you would like to have as data sources and then click the Create portal data sources button.

You can optionally edit each of the portal data sources to add content types for processing.

4. Finally, on the Schedules tab, schedule the indexing of the portal data source:

1. Click the Create new schedule button and enter a name for the schedule.
2. Click the Proceed to step 2 button and specify the synchronization schedule.
3. Click the Proceed to step 3 button, select portal from the drop down list and click the Get sources button.
4. Move the sources over to the Assigned Sources box and click Finish.

Clicking the Status link for the source allows you to optionally run the synchronization immediately.

You have finished adding Oracle9iAS Portal as an Ultra Search content source.

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Adding the Ultra Search Sample Provider to the Portal

Oracle9iAS Portal comes with a pre-built sample portlet for Ultra Search. The portlet can be accessed from the portal after the provider is registered with Oracle9iAS Portal.

To register the provider with Oracle9iAS Portal:

1. On the Oracle9iAS Portal Build tab, click Register a Portlet Provider in the Providers portlet.
2. Fill in all the fields on the first step of the wizard.
• Your timeout setting effects how long pages take to render if the portlet is not responding, so do not set it too high.
• Leave Implementation Style set to Web.
• Click Next to continue.
3. Enter the URL for the Ultra Search provider.

   By default is: http://machine.domain:7778/provider/ultrasearch/servlet/soaprouter.

4. Check Web provider in same cookie domain as the portal.

   If you are registering an Ultra Search provider in a different domain, leave it unchecked, but the default provider is usually in the same domain.

5. Change the Login Frequency to Once per User Session and then click Next .

6. Click the Browse Groups icon, select AUTHENTICATED_USERS and grant Execute privileges.
7. Finally, click Finish.

Now, the Ultra Search sample portlet can be added to Oracle9iAS Portal pages.

To add the Ultra Search portlet to a page:

1. Click the Edit link for a page.
2. Click the Add Portlet icon to display the Portlet Repository.

   Under the New folder you will see the new provider (the name is the display name given in step two above). That provider has a single portlet by default named Ultra Search.

3. Choose Ultra Search and then OK to add the portlet to your page.

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Summary

Out of the box integration between Oracle9iAS Portal and Ultra Search provides developers with a complete solution for deploying portal integrated searching. The simple steps in this note get everything up and running very quickly.

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More Information

• Marketing and sales information can be found on the Ultra Search page on www.oracle.com.
• For additional information about the Ultra Search architecture, see the Ultra Search page on OTN.
• To learn how to configure and administer Ultra Search to index relational data, Web-based content, e-mail repositories and other data sources, see the Ultra Search Documentation on OTN.
• (Oracle employees only) For additional resources, visit the Ultra Search Product Management web site.

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