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Pentaho Documentation

Manually Install the Pentaho Server

This guide walks through how to install the Pentaho Server and configure it to use the Pentaho Repository database of your choice. The Pentaho Repository contains solution content, scheduling, and audit tables needed for the Pentaho Server to operate. You can house the Pentaho Repository on PostgreSQL, MySQL, MS SQL Server, or Oracle.

Additionally, this guide walks through how to install and configure the Pentaho Server either using the web application server Pentaho provides or using your own web application server. If you choose to run the Pentaho Server on your own JBoss or Tomcat web application server, you must supply, install, and configure your chosen repository database and web application server.  

Audience: IT administrators who know where the data is stored, how to connect to it, details about the computing environment, and how to use the command line to issue commands for Microsoft Windows or Linux. You should also know how to install a database and a web application server.

This guide assumes that you have read the Pentaho Suite Installation Overview article to make sure that this is the best installation option for you. Then, check the Supported Technologies tables to make sure that your server computer, Pentaho Repository database, and web browser meet Pentaho's requirements for this version of the software.

Tools:  You must supply a server that meets the hardware and software requirements indicated in the Supported Technologies section, as well as a supported operating system and JRE or JDK. Additionally, you will need a text editor and a ZIP tool to complete some of the steps in this installation process.

The Pentaho Repository contains solution content, scheduling, and audit tables needed for the Pentaho Server to operate. You can house the Pentaho Repository on PostgreSQL, MySQL, MS SQL Server, or Oracle. With this installation option, you must supply, install, and configure your chosen database yourself.

Login Credentials: You must be logged on to an account that has administrative privileges to perform the tasks in these sections. Additionally, Linux users need to use the root account for some tasks.

Process Overview

The installation process consists of the following steps that depend on the operating system used for your environment:

  1. Prepare Your Environment. Explains how to prepare your computer for software installation: 
  2. Prepare Repository: Provides information about how to run DDL scripts that create tables for the Pentaho Repository.  Also provides information about how to configure the Pentaho Repositories on your selected database. Select the database you are using as the solution repository:
  3. Choose and Prepare Your Web Application Server:
    • Use the web application server that Pentaho provides or your own Tomcat web application server.
    • Use your own JBoss web application server
  4. Start Pentaho Server: Explains how to modify startup files and start the Pentaho server.

After You Install and Start the Pentaho Server

After you install and start the Pentaho Server, you can manually install the Pentaho client tools: 

Once you have installed both the Pentaho Server and client tools, configure the Pentaho Server and design tools so that you can install licenses, log on to the Pentaho Server, set up data sources, and choose a security method.