The Develop Your BA Environment workflow outlines the processes that you use to set up and configure your Pentaho Server for BA development, and to build, change, and test Pentaho solutions until they meet your unique business requirements. This process is similar to the Trial Download Evaluation experience, except that you will be completely configuring the Pentaho Server and working with your own report designers and data scientists, as well as Pentaho professional services. The end result of this section is to learn BA implementation best practices and deploy your BA solution to a production server.
Before you begin developing your BA environment, we recommend that you attend Pentaho training classes to learn how to install and configure the Pentaho Server, as well as how to develop data models and applications.
Set Up Your Pentaho Server
This table helps you verify that the hardware and software requirements are met, install the software, and configure the Pentaho Server and BA Design tools.
|Verify System Requirements||In preparation for this task, make sure that you:
|Obtain Software and Install the Pentaho Server||After you have the hardware, you will need to:
|Change the Pentaho Server Fully Qualified URL||If you are going to have many machines pointing to one server, make sure you change the fully qualified URL:
|Configure the Pentaho Server||After installing the software and logging on to the User Console for the first time, you will need to:
|Configure BA Design Tools||If you plan to use BA design Ttools, make sure you do these tasks. Otherwise, skip this step:
Import Data Sources and Data Models
Follow the steps in the Data Sources and Data Models Checklist to create data sources and models that are ideal for agile development of your BA solution.
|Choose Data Source Types|| |
|Create Data Sources and Models|| |
|Create Database Table Data Sources|| |
|Learn about Mondrian Schemas|| |
Create Reports and Further Refine Data Models
We recommend that you work with data scientists and business analysts at this stage of the process to achieve the best results. As you get ready to move to production, use data sources created using either Schema Workbench or Metadata Editor.
|Create Analysis Reports, Interactive Reports, and Dashboards|| |
|Create a Report with Report Designer|| |
|Refine Your Data Source Model|| |
Test Environment Quality
If you have decided to perform quality assurance testing, upload your content to the Pentaho Repository, then download it to the QA server. Some organizations have an additional layer of User Acceptance Testing that is performed after QA testing is complete.
- Investigate Security - decide which security solution works best for your business environment.
- Learn about Scheduling - decide which schedules to set up on your production server.
- Think about what content you want to move to your production server.
- Pentaho Customer Support - check with Support for service packs.
- Prepare to Go Live for Production.