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Pentaho Documentation

Install PDI

Overview

Explains how to install and uninstall DI.

You only need to perform a couple of tasks in order to use the graphical wizard for installation.

  • Install PDI with the Wizard - Run the installation wizard to install PDI.
  • Verify Installation - Review the directory structure to ensure that PDI was installed correctly.

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

If you need to uninstall the software, information on how to do that appears below the installation tasks.

Install PDI with the Wizard

Use the wizard to install PDI. The wizard installs PDI software, the Tomcat web application server, and PostgreSQL, which is the default database that houses the Pentaho Repository. The Pentaho Repository holds audit, scheduling, and solution content data.

Installation instructions are the same for the Windows, Linux, and Mac platforms.

To install the software, complete these steps.

  1. Make sure that you are logged into the computer on which you want to install PDI. 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, create an administrator user called pentaho to log in.
  2. Download the correct installation wizard's file for your operating system.
    • Windows: pdi-6.1.0-x64.exe
    • Linux: pdi-6.1.0-x64.bin
    • Mac: pdi-6.1.0-x64.app.tar.gz
  3. 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 ./pdi-6.0.0-x64.bin
  4. Do one of these things to launch the installation wizard.
    • If you are on Windows: Open Windows Explorer and navigate to the installation file you just downloaded. Double-click the pdi-6.1.0-x64.exe file to launch it.
    • If you are on Mac: Unpack the pdi-6.1.0-x64.app.tar.gz archive, then double click the pdi-6.1.0-x64.app file to start installation.
    • If you are on Linux and your computer can display graphics: Open a Terminal window and navigate to the installation file you just downloaded. Enter this command at the prompt, then press Enter.
      ./pdi-6.0.0-x64.bin
    • If you are on Linux and your computer cannot display graphics: Open a Terminal window and navigate to the installation file you just downloaded. At the prompt enter one of these commands, then press Enter. Enter this command if you have GTK libraries on your system and want to use the GTK Toolkit:
      ./pdi-5.4.0-x64.bin --mode text
      
      Enter this command if you do not have GTK libraries on your system or if you want to use OpenMotif instead:
      ./pdi-6.0.0-x64.bin --mode xwindow
      
  5. The Pentaho Wizard splash screen appears, then the Welcome window. Click Next.
  6. Read the license agreement. To continue, select I accept the license agreement, then click Next .
  7. When the Installation Folder window appears, do one of these things.

You cannot install into a directory that already exists. If you try, you will get an error message. If you are using Linux, we do not recommend that you install the software in the /opt/ directory. The complicated permissions requirements and general isolation from the rest of the system can cause unintended issues to arise if the software is installed there.

  1. Accept the default directory and click Next to continue.
  2. Enter a different directory by entering the path in the text box or click Browse to navigate to the place where you want PDI to be installed. Click Next to continue.
  3. When the PostgreSQL postgres user password window appears, enter the password you want to assign to the PostgreSQL database's admin user. Do not use these characters in the password because the Wizard cannot process them:
    '  "   &    <   >  / 
  4. Click Next to continue. The Ready to Install window appears. Click the Next button to install the software.
  5. The Generating Evaluation Licenses window appears as evaluation licenses are installed. If they are not able to install, a window appears that shows the reasons the evaluation licenses were not installed.
  6. The Installation in Progress window appears. Make sure the software installs completely before moving on to the next step.

An error occurs if the DI Server port numbers (9092, 9080, 9443, and 5432) are not available on your system and if the additional ports that the wizard has tried are not available. If the wizard cannot find an available port, you are prompted to enter port numbers you want to use.

  1. The Installation Complete window appears. Click Open Pentaho Data Integration  to view Spoon. Click Finish to end the process.
  2. Spoon is launched.

If you are using Linux, the following error can occur when Spoon  launches: java.lang.UnsatisfiedLinkError: Could not load SWT library. Reasons: no swt-mozilla-gtk in java.library.path.  If this happens, you need to install libwebkitgtk-1.0 on your system.  You can use the command sudo apt-get install libwebkitgtk-1.0-0 to install the library. 

  1. If you have trouble with the installer, check the Troubleshooting documentation.

Once the installation wizard is complete, the DI Server are running with the default parameters. Terminal windows might remain open after installation. If you close them, the DI Servers stop. On Windows, the DI Server are installed as system services, meaning that they start when you start your computer, and they stop when you shut down your computer. Spoon and other tools must be manually run. In the next step of these instructions there are links to documentation that explains how to start and stop servers manually.

Verify Installation

To verify that the installation occurred properly, review the software directory structure.
  1. Open a file explorer window like Windows Explorer or a command line tool such as the Command Prompt or Terminal windows.
  2. Navigate to the directory where you installed PDI, then compare this directory structure with yours.
    pentaho/
    pentaho/design-tools/
    pentaho/design-tools/data-integration/
    pentaho/documentation/
    pentaho/java/
    pentaho/jdbc-distribution
    pentaho/license-installer/
    pentaho/licenses/
    pentaho/monetdb/
    pentaho/postgresql/
    pentaho/scripts/
    pentaho/server/
    pentaho/server/data-integration-server/
    pentaho/server/data-integration-server/logs/
    pentaho/server/data-integration-server/pentaho-solutions/
    pentaho/server/data-integration-server/scripts/
    pentaho/server/data-integration-server/tomcat/
    
  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 and directories before going to the next step.

    Top-level files:

    These files are found in the top-level /pentaho directory:

    • ctlscript.sh: Starts, stops, restarts, and shows the status of Pentaho services. Available on Linux only.
    • installation-summary.txt: Contains the information from the summary screen at the end of the installation process.
    • uninstall: A script that removes what has been installed.

    Locations of specific programs

    • DI Server: /pentaho/server/data-integration-server/
    • Spoon: /pentaho/design-tools/data-integration/
    • License Installer: /pentaho/license-installer/

    Location of logs:

    • DI Server Logs: pentaho/server/data-integration-server/logs/
    • Tomcat Logs for DI Server: pentaho/server/data-integration-server/tomcat/logs/

    Location of JDBC drivers:

    • DI Server: pentaho/server/data-integration-server/tomcat/lib
    • Spoon: pentaho/design-tools/data-integration/lib/

    Default Port Numbers (your port numbers might differ if these ports are already used for other programs):

    • 5434: PostgreSQL Server
    • 9080: DI Server Port
    • 9001: HSQL Server Port
    • 9092: Embedded H2 Database
    • 50000 or 50006: Monet Database Port

Uninstall Pentaho

If you need to uninstall Pentaho, complete these steps.
  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

Congratulations! You have just installed PDI. Now, you are ready to do these things.

Note: If you have installed the DI Server and you want to migrate content from the previous version of the servers to this one, make sure that your license keys have been installed, then review the Upgrade BA and DI instructions.