Pentaho evaluation

Parent Topic

• Pentaho evaluation

Procedure

1. Make sure that you are logged on to the computer on which you want to install the software.

   You should be logged on with an account that allows you to install software.
   • On Windows, this is typically an account that has administrator privileges.
   • On Linux, this is also an account that has administrator privileges, such as the pentaho account that you created during the previous step.

2. Navigate to the Pentaho download website.

3. Click Start a Free 30 Day Trial.

   The Submission Agreement form displays.

4. Fill in the requested information on the form and click Submit.

   The Download Pentaho EE Data Integration & Analytics dialog box displays.

5. Click Download in the Pentaho EE OnPrem section.

6. When prompted, choose a directory where you want to save the installer and wait for the installer to finish downloading.

7. If you are using Linux, make sure that you have the appropriate permission to execute the file. Open a Terminal window, navigate to the directory where you just downloaded the file, then enter the following at the prompt.

   chmod a+x ./pentaho-business-analytics-9.3.0-x64.bin

Parent Topic

• Pentaho evaluation

Parent Topic

• Pentaho evaluation

Procedure

1. After you start the installation wizard, the Pentaho Business Analytics Installation Wizard splash screen appears, then the Pentaho Business Analytics installation is ready! window. Click Next.

2. Read the license agreement. Click Accept, then click Next to continue.

3. Select the Keep it simple. Give me everything option in the Setup Type window, then click Next.

4. In the Installation folder window, accept the default directory or choose a different directory by entering the path in the Location text box where you want to install the software. Click Next.

5. If you selected to install the Pentaho Server, you are prompted to add a Postgres SQL password. Enter and confirm the password you want to assign to the postgres user who is assigned admin privileges for the PostgreSQL database.

   Note

   Do not use these characters in the Password field because the installation wizard cannot process them:

   ' " & < > \

6. Click Next to continue.

7. If the Sample Database window appears, enter a port number in the Port field to use for the database which will house sample content, then click Next to continue.

   NoteThe port request only appears if the Pentaho Server default port numbers (8080, 9092, 8443, 9443, and 5432) are not available on your system and if the additional ports that the installer has tried are not available.

8. When the Ready to Install window appears, click the Next button to install the software.

   The Installation in Progress window appears.

   The software takes approximately 30 minutes to install.

   An error occurs if Pentaho Server port numbers (8080, 9092, 8443, 9443, and 5432) are not available on your system and if the additional ports that the installer has tried are not available. If the installer cannot find an available port, you are prompted to enter port numbers you want to use.

9. When installation is complete, the final window appears. Select the Pentaho Data Integration check boxes to launch Pentaho Data Integration (PDI).

10. Click Finish to end the installation process.

    After PDI starts you will see the Welcome! window. To get you started quickly after installation, the Pentaho Data Integration (PDI) tutorial explains how to build a transformation with PDI using sample data in a typical business scenario.
    NoteAs a best practice, use this installation method for evaluation purposes only. If you have any issues with your 30-day trial, contact the Pentaho Trial Experts for assistance.

Results

Parent Topic

• Pentaho evaluation

Procedure

1. After you start the installation wizard, the Pentaho Business Analytics Installation Wizard splash screen appears, then the Pentaho Business Analytics installation is ready! window. Click Next.

2. Read the license agreement. Click Accept, then click Next to continue.

3. Select the Let me decide for myself option in the Setup Type window, and then click Next.

4. In the Pentaho Applications window, select the Pentaho components that you want to install in the Install Set panel. When finished, click Next.

5. If you selected to install the Pentaho Server, then the Sample Content window appears. Sample content includes users, reports, dashboards, and analysis views which can be useful when evaluating the product. Select the Sure, give me sample content option to include this sample content with your installation, or select the No thanks, I'll create my own option to exclude this sample content. When finished, click Next.

6. In the Installation folder window, accept the default directory or choose a different directory by entering the path in the Location text box where you want to install the software. Click Next.

7. If you selected to install the Pentaho Server, you are prompted to add a Postgres SQL password. Enter and confirm the password you want to assign to the postgres user who is assigned admin privileges for the PostgreSQL database.

   NoteDo not use these characters in the Password field because the installation wizard cannot process them:

   ' " & < > \

8. Click Next to continue.

9. If the Sample Database window appears, enter a port number in the Port field to use for the database which will house sample content, then click Next to continue.

   The port request only appears if the Pentaho Server default port numbers (8080, 9092, 8443, 9443, and 5432) are not available on your system and if the additional ports that the installer has tried are not available.

10. When the Ready to Install window appears, click the Next button to install the software.

    The Installation in Progress window appears.

    The software takes approximately 30 minutes to install.

    NoteAn error occurs if Pentaho Server port numbers (8080, 9092, 8443, 9443, and 5432) are not available on your system and if the additional ports that the installer has tried are not available. If the installer cannot find an available port, you are prompted to enter port numbers you want to use.

11. When installation is complete, the final window appears. Select the Pentaho User Console and Pentaho Data Integration check boxes to launch the Pentaho User Console and Pentaho Data Integration (PDI).

12. Click Finish to end the process.

Results

Parent Topic

• Pentaho evaluation

Procedure

1. Open a file explorer window such as Windows Explorer or a command line tool such as the Command Prompt or Terminal windows.

2. Navigate to the directory where you installed the software, then compare this directory structure with yours. If you installed the all components, the structure should look like this.

   pentaho/
   pentaho/design-tools/
   pentaho/design-tools/aggregation-designer/
   pentaho/design-tools/data-integration/
   pentaho/design-tools/metadata-editor/
   pentaho/design-tools/report-designer/
   pentaho/design-tools/schema-workbench/
   pentaho/documentation/
   pentaho/java/
   pentaho/jdbc-distribution/
   pentaho/license-installer/
   pentaho/licenses/pentaho/monetdb/
   pentaho/postgresql/
   pentaho/scripts/
   pentaho/server/
   pentaho/server/pentaho-server/
   pentaho/server/pentaho-server/licenses/
   pentaho/server/pentaho-server/logs/
   pentaho/server/pentaho-server/pentaho-solutions/
   pentaho/server/pentaho-server/third-party-tools/
   pentaho/server/pentaho-server/tomcat/
   pentaho/server/pentaho-server/wkhtmltoimage/
   pentaho/server/hsql-sample-database

3. Open the installation-summary.txt file. Make sure that the design tools and plugins that you installed are listed.

4. Review the following locations of files.

   Top-level directories and files

   File	Description
   ctlscript.sh	Starts, stops, restarts, and shows the status of Pentaho services. Available on Linux and Mac only.
   installation-summary.txt	Contains the information from the summary screen at the end of the installation process.
   uninstall	A script that removes Pentaho Business Analytics.

   Locations of specific programs

   Tool/Plugin	Location
   Pentaho Server	pentaho/server/pentaho-server/
   Report Designer	pentaho/design-tools/report-designer/
   Schema Workbench	pentaho/design-tools/schema-workbench/
   Data Integration (Spoon)	pentaho/design-tools/data-integration/
   Metadata Editor	pentaho/design-tools/metadata-editor/
   Aggregation Designer	pentaho/design-tools/aggregation-designer/
   Dashboard Designer	pentaho/server/pentaho-server/pentaho-solutions/system/dashboards/
   Analyzer	pentaho/server/pentaho-server/pentaho-solutions/system/analyzer/
   Interactive Reports	pentaho/server/pentaho-server/pentaho-solutions/system/pentaho-interactive-reporting/
   License Installer	pentaho/license-installer/

   Location of logs

   Log	Location
   Pentaho Server Logs for BA configuration	pentaho/server/pentaho-server/logs/
   Tomcat Logs for Pentaho Server for BA configuration	pentaho/server/pentaho-server/tomcat/logs/

   For Mac OSX, you will have to copy the JDBC .jar into the location listed for Report Designer.

   Location of JDBC drivers

   JDBC Driver	Location
   Pentaho Server for BA configuration	pentaho/server/pentaho-server/tomcat/lib/
   Report Designer	pentaho/design-tools/report-designer/lib/jdbc/
   Schema Workbench	pentaho/design-tools/schema-workbench/drivers/
   Aggregation Designer	pentaho/design-tools/aggregation-designer/drivers/
   Metadata Editor	pentaho/design-tools/metadata-editor/libext/JDBC/
   PDI client (Spoon)	pentaho/design-tools/data-integration/lib/

   Default port numbers

   Port Number	Description
   5432	PostgreSQL Server
   8080	Pentaho Server Tomcat Web Server Startup Port
   8012	Pentaho Server Shutdown Port
   9001	HSQL Server Port
   9092	Embedded H2 Database

   NoteYour port numbers might differ if these ports are already used for other programs.

Parent Topic

• Pentaho evaluation

Procedure

1. Navigate to the pentaho directory, and run the uninstall file.

2. The Uninstall Wizard is launched.

3. When prompted, indicate whether you want to delete the data files.

4. When prompted at the end of the process, restart your computer.

Next steps

Parent Topic

• Pentaho evaluation

Parent Topic

• Pentaho evaluation