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Pentaho Documentation

Quick Tour of the Pentaho User Console (PUC)

If you use file management tools or any web browser, you should feel right at home with the Pentaho User Console (PUC). To familiarize yourself with the different pages and controls of PUC, let us take you through a quick tour.

Login to PUC

Logging in to the PUC for the first time is easy with these steps.

  1. Launch any web browser and enter the URL of the Pentaho server. Your IT administrator can tell you the correct URL. The page loads an introductory screen with a Login section.
  2. Enter your user name and password and click Login, or use the Login as an Evaluator option. 

 

ssPucHomeScreen.png

Home

The first thing you see after you log in to the console is the Home page, which serves as the starting place for the User Console and all of the tasks that you do with it.

ssPucHomeScreen.png

Item Name Function
grCallout1x.png Home view The Home drop-down menu lets you flip easily from page to page, or return to your Home page.
grCallout2.png Getting Started
  • Welcome shows an introductory video about Pentaho products.

  • Samples holds a variety of sample reports and dashboards that you can use to get familiar with the software.

  • Tutorials contains a number of tutorial videos that give you a visual tour of the User Console, reports, and dashboards.

grCallout3x.png Current User and Log Out Shows the name of the person currently logged on to the User Console. Clicking the arrow next to the name lets you log out of the User Console.
grCallout4x.png Browse Files Brings you to the Browse Files window, where you can locate your files using the Browsing and Files panes, and manage them using the Actions pane. Any files that you open appear in a new window.
grCallout5x.png Create New Gives you choices to create a new Analysis report, Interactive report, or Dashboard. You can also create a new Data Source, if you have permissions to work with data sources.
grCallout6.png Documentation Leads you to the Pentaho Documentation, which opens in a new window or tab.
grCallout7.png Recents, Favorites Shows a list of your most recently opened files. Clicking on the star next to a recently opened file adds it to your Favorites list.

Browse Files

The Browse Files page helps you keep your files organized and makes them easier for you to find and work with.

ssBrowseFilesx.png

Opened

The Opened page activates after you open a file from the Browse Files page and provides a simple space to work with your files.

ssOpenedViewx.png

Use Pentaho Tools

The Pentaho Business Analytics Suite download includes sample reports and a sample database called Steel Wheels. Steel Wheels is included so that you can quickly use the software and explore the Pentaho BA Suite.

This table helps you decide what tools to use for your needs and provides links to the corresponding articles.

 
Explore Considerations Choose Options
Interactive Reports Analyzer Reports Dashboard Designer
Summary Interactive Reports is a web-based design interface which is used to create both simple and on-demand operational reports without depending on IT or report developers. Analyzer Reports is an intuitive analytical visualization tool that filters and drills down into business information contained in Pentaho Analysis data sources. Dashboard Designer allows users to create dashboards with little or no training. The dashboard is several different reports brought together inside one screen.
Expertise Knowledge of basic computer functions, such as operating systems and web browsers. Knowledge of basic computer functions, such as operating systems and web browsers. Knowledge of basic computer functions, such as operating systems and web browsers.
Recommendation Use Interactive Reports if you want to create a tabular report that answers an immediate business question, looks professional, can be printed quickly, and provides significant control over formatting elements such as fonts, column width or sorting, background colors, and more. Use Analyzer Reports if you want to compile data quickly while visually exploring your data, perform advanced sorting and filtering of your data, and want to see chart visualizations that include detailed stop-lighting. Use Dashboard Designer if you want to create an interface to view many different reports at once, have quick access to web pages that you visit often, or view dynamic charts and graphs within a space while you create reports in another.

Schedules

All of your active scheduled reports appear in the list of schedules, which you can get to by clicking the Home drop-down menu, then the Schedules link, in the upper-left corner of the PUC page. 

The list of schedules shows which reports are scheduled to run, the recurrence pattern for the schedule, when it was last run, when it is set to run again, and the current state of the schedule. You can edit and maintain each of your schedules by using the controls above the schedules list, on the right end of the toolbar.

ssSchedulesPagex.png

Administration

In PUC, the Administration can be used by logged-on users assigned a role that has permissions to administer security can perform system configuration and maintenance tasks. If you see Administration in the left drop-down menu on the Home page, you can click it to reveal menu items specific to administration of the Pentaho Server. If you do not have administration privileges, Administration does not appear within the console.

Item Control Name Function
grCallout1.png Administration In PUC, open the Administration perspective. The Administration perspective enables you to set up users, configure the mail server, change authentication settings on the Pentaho Server, and install software licenses for Pentaho.
Users & Roles Manage the Pentaho users or roles for the Pentaho Server.
Authentication Set the security provider for the Pentaho Server to either the default Pentaho Security or LDAP/Active Directory.
Mail Server Set up the outgoing email server and the account used to send reports through email.
Licenses Manage Pentaho software licenses.
Settings Manage settings for deleting older generated files, either manually or by creating a schedule for deletion.