Prepare your Windows environment for a manual installation
This article helps you to prepare your Windows environment for a manual installation. The manual process installs the Pentaho Server on your own web application server.
If you prefer to install the Pentaho Server on a web application server that Pentaho provides, see Archive installation.
Process overview
You will complete these tasks to prepare a Windows environment for a manual installation of the Pentaho Server. This process includes setting up the correct directory structure, ensuring proper tools are in place, and then downloading and unpacking the Pentaho installation files.
- Create Windows Directory Structure.
- Install Java.
- Install Your Web Application Server.
- Install the database that will host the Pentaho Repository.
- Download and Unpack the Installation Files.
- Set Environment Variables.
Create Windows directory structure
Choose an installation path for installing Pentaho on a Windows system. Pentaho recommends the directories and subdirectories listed in this topic.
Log on to the machine on which you will run the Pentaho Server.
Create the following directory path:
pentaho\server\pentaho-serverVerify that you have the appropriate permissions to read, write, and execute commands in the directories you created.
Verify that your users can write to the directory where you install the Pentaho Suite.
Install Java
To install Pentaho, you need to install a supported version of Java.
Check the Components Reference to identify which version of Java that Pentaho supports.
Download the supported version of the JRE or JDK from the Oracle website and install it.
Set an environmental variable to point to your Java installation directory:
- On Linux:
echo $JAVA_HOME=/usr/lib/jvm/jdk11.x.x.x
- On Windows:
SET $JAVA_HOME=C:\Program Files\Java\jdk11.x.x.x
- On Linux:
Install your web application server
If you want to install Pentaho on your own web application server, you will first need to install your web application server. You must complete the installation yourself.
The Pentaho Server can be deployed on either the Tomcat or JBoss web application server. By default, Pentaho Server software is configured for Tomcat, so if you choose to use Tomcat, you will make fewer configuration changes than choosing to use JBoss.
Procedure
Check the Components Reference list to see which version of Tomcat or JBoss is supported by Pentaho.
To download and install the web application software, use the instructions in the documentation for the web application server of your choice.
We recommend that you install the web application server in the pentaho\server\pentaho-server directory.Verify the web application server is installed correctly by starting it and viewing the default page.
If the web application server does not start, troubleshoot it using the web application server's documentation before you continue with the Pentaho Server installation process.Stop the web application server.
Install the Pentaho Repository host database
The Pentaho Repository houses data needed for Pentaho tools to provide scheduling and security functions. The repository also stores metadata and models for reports that you create.
Before you begin
- PostgreSQL
- MySQL
- Oracle
- MS SQL Server
Procedure
Check the Components Reference to section to determine which versions of the databases Pentaho currently supports.
Download and install the database of your choice.
Verify that the database is installed correctly.
Download and unpack installation files
The Pentaho software and some of its components are delivered in compressed files that need to be unpacked prior to starting the Pentaho manual installation process.
The Pentaho Server software, data files, and examples are stored in pre-packaged .war and .zip files. You will need to manually copy these files to the correct directories.
Step 1: Download files
The first step for manually installing the Pentaho system is to download the compressed files that contain the software.
Procedure
On the Customer Portal home page, sign in using the Pentaho support user name and password provided in your Pentaho Welcome Packet.
Click Downloads, then click Pentaho 9.3 GA Release in the 9.x list.
At the bottom of the Pentaho 9.3 GA Release page, click the Pentaho Server folder and then click the Manual Build (No Web Application Server) folder in the Box widget and download each of the files listed below.
Component ZIP File Pentaho Server Installation File pentaho-server-manual-ee-9.3.0-dist.zip Dashboard Designer Plugin pdd-plugin-ee-9.3.0-dist.zip Interactive Reporting Plugin pir-plugin-ee-9.3.0-dist.zip Pentaho Analyzer Plugin paz-plugin-ee-9.3.0-dist.zip Pentaho Operations Mart Files pentaho-operations-mart-9.3.0-dist.zip NoteOn the bottom of the Pentaho 9.3 GA Release page, click the Operations Mart folder in the Box widget and download the ZIP file named: Pentaho Operations Mart.
Step 2: Unpack the Pentaho Server installation files
The Pentaho Server installation file is a package file and needs to be unpacked.
Unzip the Pentaho Server installation file. Inside is the packaged file.
Run the install.bat file to unpack the installation file.
The IZPak window appears.Read the license agreement in the IZPack window.
Select the I accept the terms of this license agreement check box
Click Next.
In the Select the installation path text box, browse to or enter the directory where you created the \pentaho\server\pentaho-server directory, and then click Next.
A warning message appears informing you that the directory already exists.Click Yes.
Any existing files in the directory will be retained.Click Done when the installation progress is complete.
In the \pentaho-server directory, navigate to the \pentaho-server-manual-ee directory created by the IZPak tool. Unzip the .zip files and place the contents in the appropriate directories listed below.
File Unzip the Contents of the File to this Directory license-installer.zip pentaho\server jdbc-distribution-utility.zip pentaho\server pentaho-data.zip pentaho\server\pentaho-server pentaho-solutions.zip pentaho\server\pentaho-server Copy the .war and .html files to the following directories on your web application server.
File Copy Files to this Directory pentaho.war - Tomcat: pentaho\server\pentaho-server\<your tomcat installation directory>/webapps
- JBoss: pentaho\server\pentaho-server\<your jboss installation directory>\standalone\deployments
pentaho-style.war - Tomcat: pentaho\server\pentaho-server\<your tomcat installation directory>\webapps
- JBoss: pentaho\server\pentaho-server\<your jboss installation directory>\standalone\deployments
PentahoServer_OSS_Licenses.html pentaho\server\pentaho-server
Step 3: Unpack the plugin files
Since the plugin files are package files, they must be unpacked.
Unzip the plugin file you would like to install. Inside is the packaged file.
Run the install.bat file to unpack the plugin file.
The IZPak window appears.Read the license agreement in the IZPack window.
Select the I accept the terms of this license agreement check box
Click Next.
In the Select the installation path text box, browse to or enter the directory where you created the \pentaho\server\pentaho-server\pentaho-solutions\system directory, and then click Next.
A warning message appears informing you that the directory already exists.Click Yes.
Any existing files in the directory will be retained.Click Done when the installation progress is complete.
Step 4: Unpack the Operations Mart DDL files
Procedure
Unzip the Pentaho Operations Mart distribution file to a folder.
The packaged installation file is in the folder.Run the install.bat file to unpack the installation file.
The IZPak window appears.Read the license agreement in the IZPack window. Select the I accept the terms of this license agreement check box, and then click Next.
In the Select the installation path text box, browse to and save the file in the pentaho\server\pentaho-server\data directory, then click Next.
A warning message appears informing you that the directory already exists.Click Yes.
Any existing files in the directory will be retained.Click Quit when the installation progress is complete.
Unzip the pentaho-operations-mart-ddl-9.3.0.zip file.
Move the directory for your database into pentaho\server\pentaho-server\data\<database name> and delete the others.
The appropriate database names are shown in the following table:If your Pentaho Repository is on: Copy this directory into pentaho\server\pentaho-server\data\ PostgreSQL postgresql MySQL mysql5 Oracle oracle10g MS SQL Server sqlserver Complete the steps for installing Data Integration Operations Mart before installing your database.
Step 5: Verify directory structure
After you have finished unpacking all the plugin and Pentaho Operations Mart files, the newly created Pentaho directory structure should contain the pentaho directories and subdirectories listed in this topic.
Verify that the Pentaho files are placed in the correct locations by comparing the pentaho directory structure, as shown, with yours.
- pentaho\server\pentaho-server\pentaho-solutions\system\analyzer
- pentaho\server\pentaho-server\pentaho-solutions\system\dashboards
- pentaho\server\pentaho-server\pentaho-solutions\system\pentaho-interactive-reporting
- pentaho\server\pentaho-server\
- pentaho\server\pentaho-server\data\<database name>
If your web application server is located in a directory other than the pentaho\server\pentaho-server directory, verify that the pentaho.war and pentaho-style.war files are located where you've chosen to install your web application server.
Set environment variables
Procedure
Set the path of the PENTAHO_JAVA_HOME variable to the path of your Java installation, as shown:
SET PENTAHO_JAVA_HOME=C:\Program Files\Java\jdk11.x.x.x
(Optional) If you are using a JRE, then also set the JRE_HOME home environment variable.
Log off and log on again, then verify the variables have been properly set by using a command similar to the following example:
ECHO %PENTAHO_JAVA_HOME%
Prepare your Pentaho Repository
Once you have finished preparing your environment, you can initialize and configure your Pentaho Repository.
Select the database that you are using as your Pentaho Repository: