Install DI Design Tool and Plugins

Perform the following steps to manually install the PDI client and utilities:

1. Download the pdi-ee-client-5.0.0-dist.zip file.
2. Use a zip tool to extract the file you just downloaded.

Do not use Unarchiver 3.3 to unzip files; it may corrupt the plugin file names.

3. Open a Command Prompt or Terminal window and navigate to the folder that contains the files you just extracted.
4. Enter one of the following commands at the prompt:

   For Windows:

   install.bat
   

   For Linux:

   ./install.sh

5. Read the license agreement that appears. Select Accept, then click Next.

If you are unpacking the file in a non-graphical environment, open a Terminal or Command Prompt window and type java -jar install.jar -console and follow the instructions presented in the window.

6. Specify where you want the file to be unpacked. This location can be temporary because you will be manually placing the files in the appropriate directories later in these instructions.
7. Click the Next button. The Installation in Progress window appears.
8. When the installation progress is complete, click Quit to exit the Unpack Wizard.
9. Create a directory for your tools and utilities. If you are unsure of what directory to create, we suggest that you create a pentaho directory and design-tools subdirectory on your workstation. If you choose this option, the directory path should look like the example shown below:

   pentaho/design-tools

10. Copy or move the extracted files to the pentaho/design-tools directory. The design tool and utilities appear in the following path:

    pentaho/design-tools/data-integration (Spoon, Kitchen, Pan, Carte)    

Download the plugin and unzip it in the appropriate subdirectory in pentaho/design-tools/data-integration/plugins. To determine the correct subdirectory, see the instructions for the plugin you are installing for more instructions.

1. Start Spoon.
2. Select Help > Marketplace.  The PDI Marketplace window appears.
3. The name of the plugin appears in the Detected plugins section of the page.  Note which plugins are installed. You can filter the list by typing the name of the plugin in the Detected Plugins textbox.
4. Click the name of the plugin to expand it.  Information about the plugin, including the documentation, source code, and support information appears.
5. Click Install this plugin.
6. The Progress Information dialog box appears, indicating the operation is in process.  When the plugin has been successfully installed, a message appears indicating that you will need to restart your client, which is Spoon.
7. Click OK.
8. Restart Spoon.
9. To verify that the plugin was installed, open the PDI Marketplace window again. The plugin is listed as installed. The plugin should appear in the logical place in the Spoon interface. For example, if the plugin that you install is the CMIS Input plugin, it will appear in the Design tab in the Output Steps category.

1. Download the "Jul2012-SP2" version of MonetDB and install it on your computing environment. See MonetDB's documentation if you need help completing this step.
2. Configure Instaview/Kettle to use Monetdb.

   For Windows

   1. In <user home>/.kettle/spoonrc, add these properties.

      MonetDBDatabaseName=pentaho-instaview
      MonetDBDefaultBufferSize=100000
      MonetDBDefaultEncoding=UTF-8
      MonetDBDefaultLogFile=
      
      MonetDBDefaultSchemaName=
      MonetDBDefaultTableName=tmp_agile_data
      
      #port that monet db is running on, 50000 is the default for Monetdb
      MonetDBPort=50000
      
      MonetDBProcessName=mserver5.exe

   2. In <user home>/.kettle/kettle.properties, add these properties:

      AgileBIDatabase=AgileBI
      
      #path to the Instaview templates folder
      InstaviewTemplates=C:\\PROGRA~1\\pentaho\\design-tools\\data-integration\\plugins\\spoon\\agile-bi\\platform\\pentaho-solutions\\system\\instaview\\templates

   For Mac or Linux
   1. In <user home>/.kettle/.spoonrc, add these properties, verifying that the paths are correct for your system.

      #Full path to the monetdb process/executable 
      MonetDBCmd=/usr/local/monetdb/bin/monetdb
                               
                                  
      #Name of the database used for instaview
      MonetDBDatabaseName=pentaho-instaview
                                  
      MonetDBDefaultBufferSize=100000
      MonetDBDefaultEncoding=UTF-8
      MonetDBDefaultLogFile=
                                  
      MonetDBDefaultSchemaName=
      MonetDBDefaultTableName=tmp_agile_data
                                  
      #port that monet db is running on, 50000 is the default for MonetDB
      MonetDBPort=50000

   2. In <user home>/.kettle/kettle.properties, add these properties:

      AgileBIDatabase=AgileBI
                                  
      #path to the Instaview templates folder
      InstaviewTemplates=/home/joe/pentaho/design-tools/data-integration/plugins/spoon/agile-bi/platform/pentaho-solutions/system/instaview/templates

   For any OS
   1. Create a .monetdb file in your user home folder, /home/<userName>/.monetdb.
   2. Add these two entries:

      user=monetdb
      password=monetdb