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Pentaho Documentation

Activate CDE

Overview

In Pentaho Enterprise Edition 5.4 and higher, CTools is installed for you. Follow the steps below to activate your Community Dashboard Editor (CDE) plugin.

For Pentaho Community Edition 5.4 and higher, no activation is required.

Activating CDE

To activate the CDE plugin, you will need to change the configuration of several .xml files in the Pentaho solutions folder as described below. Verify that you have the appropriate permissions to read, write, and execute commands in the specified directories in the instructions.

These instructions should be executed after the Business Analytics (BA) server has been stopped. For instructions on starting and stopping the BA server, click here.

Modify the plugin.xml and settings.xml files

  1. Log on to the machine on which you will host the BA Server.
  2. Locate the pentaho-solutions/system/pentaho-cdf-dd folder and open the plugin.xml file in a text editor.
  3. Locate the following two commented blocks in this file and remove the comment tags from these blocks. 
<operation>
    <id>EDIT</id>
    <perspective>wcdf.edit</perspective>
</operation>
<overlays>
    <overlay id="launch" resourcebundle="content/pentaho-cdf-dd/lang/messages">
        <button id="launch_new_cde" label="${Launcher.CDE}" command="Home.openFile('${Launcher.CDE}', '${Launcher.CDE_TOOLTIP}', 'api/repos/wcdf/new');$('#btnCreateNew').popover('hide');"/>
    </overlay>
    <overlay id="startup.cde_dashboard"  resourcebundle="content/pentaho-cdf-dd/lang/messages" priority="1">
        <menubar id="newmenu">
            <menuitem id="new-cde_dashboard" label="${Launcher.CDE}" command="mantleXulHandler.openUrl('${Launcher.CDE}','${Launcher.CDE_TOOLTIP}','api/repos/wcdf/new')" />
        </menubar>
    </overlay>
</overlays>
  1. Save your changes
  2. Locate the pentaho-solutions/system/pentaho-cdf-dd and open the settings.xml file in a text editor.
  3. Locate the block at end of the file, 'Defining the new-toolbar-button' and remove the comments tags from this block.
<new-toolbar-button>1,New CDE Dashboard,CDE Dashboard,api/repos/wcdf/new</new-toolbar-button>
  1. Save your changes.
  2. Restart the Pentaho BA server.

Verify your Community Dashboard Editor (CDE) Activation

To verify CDE is activated, do the following.

  1. Log on to the Pentaho User Console.
  2. From the Home page, click the Create New button.
  3. From the menu that displays, select the New CDE Dashboard option. You can now begin creating your first CDE dashboard.