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Pentaho Documentation

Prepare Your Windows Environment for Installation

Overview

Explains how to prepare your computers for installation.

Install the DI Repository Host Database

The DI Repository houses data needed for Pentaho tools to provide scheduling and security functions.  It also stores transformations and jobs.  You can host the DI Repository on these databases.

  • PostgreSQL
  • MySQL
  • Oracle
  • MS SQL Server

To install the DI Repository's host database, do these things.

  1. Check the Supported Technologies section to determine which versions of databases Pentaho supports.
  2. Download and install the database of your choice. 
  3. Verify that the database is installed correctly.

Install Java 

Install a supported version of Java.

  1. Check the Supported Technologies list to see which version of Java Pentaho supports.
  2. Download the supported version of the JRE or JDK from the Oracle site and install it. 

Download and Unpack Installation Files

The Pentaho DI Server software, data files, and examples are stored in pre-packaged .zip files. You will need to manually copy these files to the correct directories. 

There are two types of Pentaho DI installations:

  • The DI-Server Only installation contains only the DI server and its supporting file structure.
  • The Archive Build contains the DI Server along with the PDI design tools, plugins, and utilities. For more information, see Install DI Tools and Plugins.

Make sure your users can write to the directory where you install the Pentaho suite.

  1. Download either the DI-Server Only or Archive Build installation file from the Pentaho Customer Support Portal.
    1. On the Pentaho Customer Support Portal home page, sign in using the Pentaho support user name and password provided in your Pentaho Welcome Packet.
    2. Click Downloads, then click Pentaho 6.0.1 GA Release in the 6.x list.
    3. On the bottom of the Pentaho 6.0.1 GA Release page, click the PDI-EE>Data-Integration-Server folder in the Box widget.
    4. Click one of the following folders and then select the file that corresponds to your chosen installation method:
  • DI Server Only > pdi-ee-server-6.0.1-dist.zip
  • Archive Build > pdi-ee-6.0.1-dist.zip 
  1. Unzip the installation file. Inside is the packaged file.
  2. Unpack the file by running the install.bat  file.   
  3. In the IZPak window, read the license agreement, select I accept the terms of this license agreement, and then click Next.
  4. In the Select the installation path text box, you have a choice of:
     
    • Entering a new directory file path
    • Browsing to an existing directory file path
    • Accepting the default directory file path where you want to create or have already created the pentaho directory

If a pentaho directory has not been created and is included as the target directory path, a message indicating that a target directory will be created appears. Click OK.

After entering your choice, click Next.

  1. When the installation progress is complete, click Quit.
  2. Navigate to the target directory (specified in Step 5) and create a server subdirectory.
  3. Move the data-integration-server directory into the server directory.  For an Archive Build installation, it will reside under the pdi-ee directory.  

Optionally, if other design tools have been installed and a design-tools directory already exists, move the data-integration directory into the design-tools directory.

  1. When you are finished, ensure that the directory structures are as follows:
  • pentaho\jdbc-distribution
  • pentaho\license-installer
  • pentaho\server\data-integration-server
  • pentaho\data-integration or pentaho\design-tools\data-integration (if design tools are already installed)

Set Environment Variables

Set the PENTAHO_JAVA_HOME  and PENTAHO_INSTALLED_LICENSE_PATH environment variables. If you do not set these variables, Pentaho will not start correctly. 

If you are using a JRE, set the JRE_HOME home environment variable as well.

  1. Set the path of the PENTAHO_JAVA_HOME variable to the path of your Java installation, like this.
    SET PENTAHO_JAVA_HOME=C:\Program Files\Java\jdk7
    
  2. Set the path of the  PENTAHO_INSTALLED_LICENSE_PATH variable to the path of your installed licenses, like this.
    SET PENTAHO_INSTALLED_LICENSE_PATH=C:\Users\pentaho\.pentaho\.installedLicenses.xml
    
  3. Log out and in again, then verify the variables have been properly set.

Next Step

You've finished preparing your environment.  Go to Configure Your Repository Database to continue.