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Pentaho Documentation

Activate CDE

Parent article

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.

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

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 Pentaho Server has been stopped. For instructions on starting and stopping the Pentaho Server, click here.

Modify the plugin and settings XML files

  1. Log on to the machine on which you will host the Pentaho Server.

  2. Locate the pentaho-solutions/system/pentaho-cdf-dd 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>
  4. Save your changes.

  5. Locate the pentaho-solutions/system/pentaho-cdf-dd and open the settings.xml file in a text editor.

  6. Locate the block at the 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>
  7. Save your changes.

  8. Restart the Pentaho Server.

Verify your Community Dashboard Editor (CDE) activation

To verify CDE is activated, do the following.

Procedure

  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.

Results

You can now begin creating your first CDE dashboard.