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Pentaho Documentation

Pentaho Data Integration

Pentaho Data Integration (PDI) provides the Extract, Transform, and Load (ETL) capabilities that facilitates the process of capturing, cleansing, and storing data using a uniform and consistent format that is accessible and relevant to end users and IoT technologies.

Get Started with the PDI Client

PDI client (also known as Spoon) is a desktop application that enables you to build transformations and schedule and run jobs. Common uses of PDI client include:

  • Data migration between different databases and applications
  • Loading huge data sets into databases taking full advantage of cloud, clustered and massively parallel processing environments
  • Data Cleansing with steps ranging from very simple to very complex transformations
  • Data Integration including the ability to leverage real-time ETL as a data source for Pentaho Reporting
  • Data warehouse population with built-in support for slowly changing dimensions and surrogate key creation (as described above)

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Use Repositories in PDI

The PDI Client offers several different types of file storage. If your team needs a collaborative ETL (Extract, Transform, and Load) environment, we recommend using a Pentaho Repository. In addition to storing and managing your jobs and transformations, the Pentaho Repository provides full revision history for you to track changes, compare revisions, and revert to previous versions when necessary. These features, along with enterprise security and content locking, make the Pentaho Repository an ideal platform for collaboration.

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Use the Data Integration Perspective

In the Data Integration perspective, workflows are built using steps or entries joined by hops that pass data from one item to the next. This workflow is built within two basic file types:

  • Transformations - to perform ETL tasks
  • Jobs - to orchestrate ETL activities such as defining the flow, dependencies, and execution preparation

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Use the Schedule Perspective

In the Schedule perspective, you can schedule transformations and jobs to run at specific times.

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Advanced Topics

The following topics help to extend your knowledge of PDI beyond basic setup and use:

  • Review Supported Transformation Steps
    Reference a list of support transformation steps and their documentation.
     
  • Review Supported Job Entries
    Reference a list of support job entries and their documentation.
     
  • Use Command Line Tools
    You can use PDI's command line tools to execute PDI content from outside of the PDI client.
     
  • Use Carte Clusters
    You can use Carte to build a simple web server that allows you to run transformations and jobs remotely.
     
  • Use Adaptive Execution Layer (AEL)
    You can use AEL to run transformations in different execution engines.
     
  • Embed and Extend PDI
    Develop custom plugins that extend PDI functionality or embed the engine into your own Java applications.
     
  • Partition Data
    Split a data set into a number of sub-sets according to a rule that is applied on a row of data.
     
  • Use a Data Service
    Query the output of a step as if the data were stored in a physical table by turning a transformation into a data service.
     
  • Use the Marketplace
    Download, install, and share plugins developed by Pentaho and members of the user community.
     
  • Use Data Lineage
    Track your data from source systems to target applications and take advantage of third-party tools, such as Meta Integration Technology (MITI) and yEd, to track and view specific data.
     

  • Work with Big Data
    Use transformation steps to connect to a variety of Big Data data sources, including Hadoop, NoSQL, and analytical databases such as MongoDB.
     
  • Use Streamlined Data Refinery (SDR)
    You can use SDR to build a simplified and specific ETL refinery composed of a series of PDI jobs that take raw data, augment and blend it through the request form, and then publish it to use in Analyzer.

Troubleshooting

See our list of common problems and resolutions.

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