Go Live for production - DI

Setting up the environment includes installing the software on production computers, configuring clustering, and connecting to data sources. To set up the environment, install and configure the Pentaho Server, Spoon, and any plugins required. Then set up data sources and clusters.

Set up Production Environment Checklist

Task	Do This	Objective
Verify system requirements	Consult the Components Reference Consult the JDBC Drivers Reference	Acquire one or more servers that meet the requirements. Obtain the correct drivers for your system.
Obtain software and install the Pentaho Server	Download and install the latest service pack Start the Pentaho Server Start Spoon Install the licenses (if necessary)	Get the software from your Sales Support representative. Install the software - we recommend using the installation wizard.
Change the Server Fully Qualified URL	Change the ports and URLs	Change the server's URL so that you do not have a conflict.
Connect to the Pentaho Repository	Create a Connection to the Pentaho Repository	Connect to the Pentaho Repository.
Set up clusters	Optional: Set up clusters	Become familiar with clustering. Set up clusters, if they are needed in your environment.
Copy configuration files	Copy shared.xml, repositories.xml, kettle.properties, and JAR files from the development environment to the production environment.	System is set up and read for production.
Logging and monitoring your server	Logging and monitoring operations Enable logging Monitoring with PDI and SNMP traps	Learn about the different ways to log and monitor Pentaho Server operations: Log through Spoon and Carte Use SNMP traps with PDI

Export solutions from the Pentaho Repository that is in the development or test environments, to the Pentaho Repository that is in the production environment.

Move Solution Checklist

Task	Do This	Objective
Export and Import Pentaho Repository	Export and Import Pentaho Repository Content	Export Pentaho Repository content from test environment Import Pentaho Repository content to production environment

Fine tune transformations and jobs to optimize performance. This involves using various tools such as the DI Operations and Audit Marts to determine where bottlenecks or other performance issues occur, and attempting to address them.

Tune Checklist

Task	Do This	Objective
Review the Performance Tuning Checklist and Make Changes to Transformations and Jobs	Consult the Tuning Tips	Get familiar with things that you can do to optimize performance. Apply tuning tips as needed.
Consider other performance tuning options	Learn about Transactional Databases Learn about Using Logs	Learn how to apply transactional databases. Learn how to use logs to tune transformations and jobs.

Use Spoon, Pan, or Kitchen to schedule executions of jobs and transformations.

Schedule Runs Checklist

Task	Do This	Objective
Schedule Transformations and Jobs From Spoon	Schedule Transformations and Jobs	Schedule transformations and jobs
Command Line Scripting Through Pan and Kitchen	Learn about Pan's Options Learn about Kitchen's Options	Use Pan and Kitchen to schedule transformations and jobs.

These resources will be helpful to you after your production server is live.

• Fine-Tune Pentaho Systems: provides guidance on how to maintain and fine-tune your Pentaho Server.
• Pentaho Training and Education
• Pentaho Customer Support: check with support for service packs.