Use PostgreSQL as Your Repository Database (Archive Installation)

Step 1: Change Default Passwords

For your production server, we highly recommend that you change the default passwords in the following SQL script files to make the databases more secure.

If you are evaluating Pentaho, then you might want to skip this step.

To change the passwords, go to the pentaho/server/pentaho-server/data/postgresql directory and use any text editor to change the passwords in these SQL scripts:

• create_jcr_postgresql.sql
• create_quartz_postgresql.sql
• create_repository_postgresql.sql
• pentaho_mart_postgresql.sql

Step 2: Run SQL Scripts

You will need to run the SQL scripts in the table below.

These scripts require administrator permissions on the server in order to run them.

If you have a different port or different password, make sure that you change the passwords and port numbers in these examples to match the ones in your configuration.

Run these scripts from the PSQL Console window in the pgAdminIII tool:

Step 3: Verify PostgreSQL Initialization

After you run the scripts, perform the following steps to verify that databases and user roles have been created:

1. Open the pgAdminIII tool.
2. Verify that you can log on as hibuser.
3. Once logged on, check that the Quartz, Jackrabbit (JCR), Hibernate, and Pentaho Operations Mart components are present.
4. Exit from the pgAdminIII.

Step 1: Set Up Quartz on PostgreSQL Pentaho Repository Database

Event information, such as scheduled reports, is stored in the Quartz JobStore. During the installation process, you must indicate where the JobStore is located by modifying the quartz.properties file using the following steps.

1.  Open the pentaho/server/pentaho-server/pentaho-solutions/system/quartz/quartz.properties file in any text editor.
2. Locate the #_replace_jobstore_properties section and set the org.quartz.jobStore.driverDelegateClass as shown here.

   org.quartz.jobStore.driverDelegateClass = org.quartz.impl.jdbcjobstore.PostgreSQLDelegate 

3. Locate the # Configure Datasources section and set the org.quartz.dataSource.myDS.jndiURL equal to Quartz. For example, on Tomcat, this setting should be:

   org.quartz.dataSource.myDS.jndiURL = Quartz
   

4. Save the file and close the text editor. 

Step 2: Set Hibernate Settings for PostgreSQL

Modify the Hibernate settings file to specify where Pentaho should find the Pentaho Repository’s Hibernate configuration file. The Hibernate configuration file specifies driver and connection information, as well as dialects and how to handle connection closes and timeouts.

The Hibernate database is also where the Pentaho Server stores the audit logs that act as source data for the Pentaho Operations Mart.

The files in this section are located in the pentaho/server/pentaho-server/pentaho-solutions/system/hibernate directory.

Perform the following steps to specify where Pentaho can find the Hibernate configuration file.

1. Open the hibernate-settings.xml file in a text editor. Find the <config-file> tags and confirm that it is configured for PostgreSQL. 

<config-file>system/hibernate/postgresql.hibernate.cfg.xml</config-file>

2. Save the file if you made changes, then close the file.
3. Open the postgresql.hibernate.cfg.xml file in a text editor.
4. Make sure that the password and port number match the ones you specified in your configuration. Make changes if necessary, then save and close the file.

Step 3: Modify Jackrabbit Repository Information for PostgreSQL

Change the default jackrabbit repository to PostgreSQL using the following steps.

1. Navigate to the pentaho/server/pentaho-server/pentaho-solutions/system/jackrabbit and open the repository.xml file with any text editor.
2. Following the table below, locate and verify or change the code so that the PostgreSQL lines are not commented out, but the MySQL, Oracle, and MS SQL Server lines are commented out.

If you have a different port or different password, make sure that you change the password and port number in these examples to match the ones in your configuration.

<FileSystem class="org.apache.jackrabbit.core.fs.db.DbFileSystem">
    <param name="driver" value="org.postgresql.Driver"/>
    <param name="url" value="jdbc:postgresql://localhost:5432/jackrabbit"/>
    ...
  </FileSystem>

<DataStore class="org.apache.jackrabbit.core.data.db.DbDataStore">
    <param name="url" value="jdbc:postgresql://localhost:5432/jackrabbit"/>
    ...
  </DataStore>

<FileSystem class="org.apache.jackrabbit.core.fs.db.DbFileSystem">
      <param name="driver" value="org.postgresql.Driver"/>
      <param name="url" value="jdbc:postgresql://localhost:5432/jackrabbit"/>
     ...
    </FileSystem>

<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.PostgreSQLPersistenceManager">
      <param name="url" value="jdbc:postgresql://localhost:5432/jackrabbit"/>
      ...
    </PersistenceManager>

<FileSystem class="org.apache.jackrabbit.core.fs.db.DbFileSystem">
      <param name="driver" value="org.postgresql.Driver"/>
      <param name="url" value="jdbc:postgresql://localhost:5432/jackrabbit"/>
     ...
    </FileSystem>

<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.PostgreSQLPersistenceManager">
      <param name="url" value="jdbc:postgresql://localhost:5432/jackrabbit"/>
      ...
    </PersistenceManager>

<Journal class="org.apache.jackrabbit.core.journal.DatabaseJournal">
    <param name="revision" value="${rep.home}/revision.log"/>
    <param name="url" value="jdbc:postgresql://localhost:5432/jackrabbit"/>
    <param name="driver" value="org.postgresql.Driver"/>
    <param name="user" value="jcr_user"/>
    <param name="password" value="password"/>
    <param name="schema" value="postgresql"/>
    <param name="schemaObjectPrefix" value="cl_j_"/>
    <param name="janitorEnabled" value="true"/>
    <param name="janitorSleep" value="86400"/>
    <param name="janitorFirstRunHourOfDay" value="3"/>
</Journal>

Step 1: Download Driver and Apply to the Pentaho Server

To connect to a database, including the Pentaho Repository database, you will need to download and copy a JDBC driver to the appropriate places for the Pentaho Server as well as on the web application server. 

Due to licensing restrictions, Pentaho cannot redistribute some third-party database drivers. You will have to download and install the file yourself.

1. Download a JDBC driver JAR from your database vendor or a third-party driver developer.
2. Copy the JDBC driver JAR you just downloaded to the pentaho/server/pentaho-server/tomcat/lib folder.
3. Copy the hsqldb-2.3.2.jar file to pentaho-server/tomcat/lib if you want to retain the sample provided by Pentaho.

Step 2: Modify JDBC Connection Information in the Tomcat Context XML File

Database connection and network information, such as the username, password, driver class information, IP address or domain name, and port numbers for your Pentaho Repository database are stored in the context.xml file. Modify this file to reflect the database connection and network information to reflect your operating environment. If you have chosen to use a Pentaho Repository database other than PostgreSQL, modify the values for the validationQuery parameters in this file.

If you have a different port, password, user, driver class information, or IP address, make sure that you change the password and port number in these examples to match the ones in your configuration environment.

1. Consult your database documentation to determine the JDBC class name and connection string for your Pentaho Repository database.
2. Go to the pentaho-server/tomcat/webapps/pentaho/META-INF directory and open the context.xml file with any file editor.
3. Comment out the resource references that refer to databases other than PostgreSQL, such as MySQL, MS SQL Server, and Oracle. Then, add the following code to the file if it does not already exist. Be sure to adjust the port numbers and passwords to reflect your environment, if necessary.

   <Resource name="jdbc/Hibernate" auth="Container" type="javax.sql.DataSource" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" initialSize="0" maxActive="20" maxIdle="10" maxWait="10000" username="hibuser" password="password" driverClassName="org.postgresql.Driver" url="jdbc:postgresql://localhost:5432/hibernate" validationQuery="select 1"/>
   
   <Resource name="jdbc/Audit" auth="Container" type="javax.sql.DataSource" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" initialSize="0" maxActive="20" maxIdle="10" maxWait="10000" username="hibuser" password="password" driverClassName="org.postgresql.Driver" url="jdbc:postgresql://localhost:5432/hibernate" validationQuery="select 1"/>
   
   <Resource name="jdbc/Quartz" auth="Container" type="javax.sql.DataSource" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" initialSize="0" maxActive="20" maxIdle="10" maxWait="10000" username="pentaho_user" password="password" testOnBorrow="true" driverClassName="org.postgresql.Driver" url="jdbc:postgresql://localhost:5432/quartz" validationQuery="select 1"/>
   
   <Resource name="jdbc/pentaho_operations_mart" auth="Container" type="javax.sql.DataSource" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" initialSize="0" maxActive="20" maxIdle="10" maxWait="10000" username="hibuser" password="password" driverClassName="org.postgresql.Driver" url="jdbc:postgresql://localhost:5432/pentaho_operations_mart" validationQuery="select 1"/>
   
   <Resource name="jdbc/PDI_Operations_Mart" auth="Container" type="javax.sql.DataSource" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" initialSize="0" maxActive="20" maxIdle="10" maxWait="10000" username="hibuser" password="password" driverClassName="org.postgresql.Driver" url="jdbc:postgresql://localhost:5432/hibernate" validationQuery="select 1"/>
   

4. Make sure that the validationQuery variable for your database is set as follows: validationQuery="select 1"

5. Save the context.xml file, then close it.

6. Clear the tomcat/work and tomcat/temp directories.