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Hitachi Vantara Lumada and Pentaho Documentation

Prepare Environment


Provides instruction on how to get ready to install DI.


This step explains how to prepare your computer for the installation of the software. If you plan to install the software on a Mac, you also need to adjust the amount of memory the Mac OS allocates for PostgreSQL.

Create User Account

Windows User Account

If you plan to install PDI on a computer that runs Windows, you do not need to create a special user account. Just make sure that you have the appropriate privileges needed to install software. Often, this means that you need administrative-level privileges for the account that you use to install the software. Some Windows systems have expanded user access and permissions restrictions that change the way the software is installed and accessed by system users. If this happens, the installation wizard will require that you execute it with elevated permissions (Run Elevated status) so that the DI Server is accessible to all users.

Linux User Account

If you plan to install PDI on a computer that runs Linux, create a user account named pentaho on the computer.

  1. Establish a connection to the remote server.
  2. In the Terminal window, create a new user account called pentaho, along with the pentaho home directory, by typing this command.
    sudo useradd -s /bin/bash -m pentaho
    Note: /bin/bash indicates that the user account should be created using the Bash shell. In many Linux distributions, the default new user shell is /bin/sh or some equivalent, such as Dash, that might not use the ~/.bashrc configuration file by default. If you don't have or want to use Bash, adjust the instructions accordingly.
  3. In the Terminal window, assign a password for the pentaho user by typing this line.
    sudo passwd pentaho
  4. Verify that you can log in using the newly-created pentaho user account.
    1. In the Terminal window, log in by typing this command.
      su pentaho
    2. Type the password for the pentaho user account if you are prompted.
    3. Use the Terminal window to navigate to the pentaho directory to verify that it has been created. By default, it is in the /home directory.
    4. Close the Terminal window.

Disable Anti-Spyware and Anti-Virus Programs

Disable any anti-spyware and anti-virus software before installing PDI. Some types of software firewalls and anti-virus scanners may also block the DI Server or prevent it from operating normally. After the server is installed and you have started it, enable the anti-spyware and anti-virus programs again.