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Pentaho Documentation

Pentaho evaluation

The Pentaho Installation Wizard provides the easiest and quickest way to install and evaluate the Pentaho Suite. The evaluation allows you to:

  • Test and run Business Analytics (BA) and Data Integration (DI) components
  • Create reports and visualize data
  • Create and schedule data integration processes
  • Model data
  • Perform processing on traditional and big data sources
NoteWe recommend using this installation method for evaluation purposes only.

With the Pentaho Installation Wizard you can choose one of two ways to install Pentaho components:

  • Default

    Select the Keep it simple. Give me everything. option in the installation wizard.

  • Custom

    Select the Let me decide for myself. option in the installation wizard.

Process overview

Installation instructions are the same for the Windows, Linux, and Mac platforms.
  1. Download the software.
  2. Start the installation wizard.
  3. Choose the default installation or custom installation method.
  4. Verify your installation.
Explore Considerations
You SupplyA computer that meets Pentaho's operating system and hardware requirements.
We Supply
  • Installation Package
  • Oracle JRE
  • Repository Platform (PostgreSQL)
  • Repository Platform JDBC Driver (PostgreSQL)
  • Web Application Server (Tomcat)
Technologies Used
  • Tomcat web application server
  • PostgreSQL database to house the Pentaho Repository
Expertise
  • Basic computer knowledge.
Approximate Installation Time30 minutes

Download the software

To download the software, complete these steps.

Procedure

  1. Make sure that you are logged on to the computer on which you want to install the software.

    You should be logged on with an account that allows you to install software.
    • On Windows, this is typically an account that has administrator privileges.
    • On Linux, this is also an account that has administrator privileges, such as the pentaho account that you created during the previous step.
  2. You can download Pentaho software from the Pentaho website or the Pentaho Customer Support Portal.

    To download the installation .zip file from the Pentaho website, follow the instructions listed on the site.
    1. If downloading from the Customer Portal home page, sign in using the Pentaho support user name and password provided in your Pentaho Welcome Packet.

    2. Click Downloads, then click Pentaho 8.3 GA Release in the 8.x list.

    3. On the bottom of the Pentaho 8.3 GA Release page, click the Pentaho Server Installer Build (Evaluation Installer) folder in the Box widget and download the appropriate file for your environment.

      • Windows: pentaho-business-analytics-8.3.0-x64.exe
      • Linux: pentaho-business-analytics-8.3.0-x64.bin
      • Mac: pentaho-business-analytics-8.3.0-x64.app.tar.gz
  3. If you are using Linux, make sure that you have the appropriate permission to execute the file. Open a Terminal window, navigate to the directory where you just downloaded the file, then enter the following at the prompt.

    chmod a+x ./pentaho-business-analytics-8.3.0-x64.bin

Start the Pentaho Installation Wizard

To start the installation wizard, complete the following steps.

NoteLaunch the installation wizard from a locally mounted hard drive only. Network-mounted drives (e.g. NFS or Netbeui) are not supported for performance reasons.

Do one of the following.

  • If you are using Windows

    Open Windows Explorer and navigate to the installation file you just downloaded. Double-click the pentaho-business-analytics-8.3.0-x64.exe file to launch it.

  • If you are using Mac

    Unpack the pentaho-business-analytics-8.3.0-x64.app.tar.gz archive, then double-click the pentaho-business-analytics-8.3.0-x64.app installation app.

  • If you are using Linux and your computer can display graphics

    Open a Terminal window and navigate to the installation file you just downloaded. Enter thie following command at the prompt, then press Enter.

    ./pentaho-business-analytics-8.3.0-x64.bin
  • If you are using Linux and your computer cannot display graphics

    Open a Terminal window and navigate to the installation file you just downloaded. At the prompt enter one of the folowing commands, then press Enter.

    If you have GTK libraries on your system and want to use the GTK Toolkit, enter this command :

    ./pentaho-business-analytics-8.3.0-x64.bin --mode text

    Iif you do not have GTK libraries on your system or if you want to use OpenMotif, enter this command:

    ./pentaho-business-analytics-8.3.0-x64.bin --mode xwindow

Default installation

If you choose the Keep it simple. Give me everything. installation method, complete the following steps. If you want to install using a custom method, read the Custom Installation instructions.
NoteYou cannot install into a directory that already exists. If you try, you will get an error message. If you are using Linux, we do not recommend that you install the software in the /opt/ directory. The complicated permissions requirements and general isolation from the rest of the system can cause unintended issues to arise if the software is installed there.

Procedure

  1. After you start the installation wizard, the Pentaho Business Analytics Installation Wizard splash screen appears, then the Pentaho Business Analytics installation is ready! window. Click Next.

  2. Read the license agreement. Click Accept, then click Next to continue.

  3. Select the Keep it simple. Give me everything option in the Setup Type window,and then click Next.

  4. In the Installation folder window, accept the default directory or choose a different directory by entering the path in the Location text box where you want to install the software. Click Next.

  5. If you selected to install the Pentaho Server, you will be prompted to add a Postgres SQL password. Enter and confirm the password you want to assign to the postgres user who is assigned admin privileges for the PostgreSQL database.

    Note

    Do not use these characters in the Password field because the installation wizard cannot process them:

    ' " & < > \
  6. Click Next to continue. In the Sample Database window that appears, enter a port number in the Port field to use for the database which will house sample content.

  7. Click Next to continue.

    The Ready to Install window appears.

  8. Click the Next button to install the software.

    The Installation in Progress window appears.

    The software takes approximately 30 minutes to install.

    An error occurs if Pentaho Server port numbers (8080, 9092, 8443, 9443, and 5432) are not available on your system and if the additional ports that the installer has tried are not available. If the installer cannot find an available port, you are prompted to enter port numbers you want to use.
  9. When installation is complete, the final window appears. Select the Pentaho User Console and Pentaho Data Integration check boxes to launch the Pentaho User Console and Pentaho Data Integration (PDI).

  10. Click Finish to end the process.

Results

If you have trouble with the installation wizard, check the Troubleshooting documentation. Once the installation is complete, the Pentaho Server will run with the default parameters. Terminal windows might remain open after installation. If you close them, the Pentaho Server stops. On Windows, the Pentaho Server is installed as a system service, meaning that it starts when you start your computer and stops when you shut down your computer. The User Console, Spoon, and other tools must be manually run. In the next step of these instructions there are links to documentation which explains how to start and stop servers manually.

Custom installation

If you choose the Let me decide for myself. installation method, complete the following steps. If you want to install using the default method, read the Default Installation instructions.
NoteYou cannot install into a directory that already exists. If you try, you will get an error message. If you are using Linux, we do not recommend that you install the software in the /opt/ directory. The complicated permissions requirements and general isolation from the rest of the system can cause unintended issues to arise if the software is installed there.

Procedure

  1. After you start the installation wizard, the Pentaho Business Analytics Installation Wizard splash screen appears, then the Pentaho Business Analytics installation is ready! window. Click Next.

  2. Read the license agreement. Click Accept, then click Next to continue.

  3. Select the Let me decide for myself option in the Setup Type window, and then click Next.

  4. In the Pentaho Applications window, select the Pentaho components that you want to install in the Install Set panel. When finished, click Next.

  5. If you selected to install the Pentaho Server, then the Sample Content window appears. Sample content includes users, reports, dashboards, and analysis views which can be useful when evaluating the product. Select the Sure, give me sample content option to include this sample content with your installation, or select the No thanks, I'll create my own option to exclude this sample content. When finished, click Next.

  6. In the Installation folder window, accept the default directory or choose a different directory by entering the path in the Location text box where you want to install the software. Click Next.

  7. If you selected to install the Pentaho Server, you will be prompted to add a Postgres SQL password. Enter and confirm the password you want to assign to the postgres user who is assigned admin privileges for the PostgreSQL database.

    NoteDo not use these characters in the Password field because the installation wizard cannot process them:
    ' " & < > \
  8. Click Next to continue. In the Sample Database window that appears, enter a port number in the Port field to use for the database which will house sample content.

  9. Click Next to continue. The Ready to Install window appears.

  10. Click the Next button to install the software.

    The Installation in Progress window appears.

    The software takes approximately 30 minutes to install.

    NoteAn error occurs if Pentaho Server port numbers (8080, 9092, 8443, 9443, and 5432) are not available on your system and if the additional ports that the installer has tried are not available. If the installer cannot find an available port, you are prompted to enter port numbers you want to use.
  11. When installation is complete, the final window appears. Select the Pentaho User Console and Pentaho Data Integration check boxes to launch the Pentaho User Console and Pentaho Data Integration (PDI).

  12. Click Finish to end the process.

Results

NoteIf you have trouble with the installer, check the Troubleshooting documentation. Once the installation is complete, the Pentaho Server will run with the default parameters. Terminal windows might remain open after installation. If you close them, the Pentaho Server stops. On Windows, the Pentaho Server is installed as a system service, meaning that it starts when you start your computer and stops when you shut down your computer. The User Console, Spoon, and other tools must be manually run. In the next step of these instructions there are links to documentation that explains how to start and stop servers manually.

Verify installation

To verify that the Pentaho products installed properly, review the software directory structure and the installation summary file.

Procedure

  1. Open a file explorer window such as Windows Explorer or a command line tool such as the Command Prompt or Terminal windows.

  2. Navigate to the directory where you installed the software, then compare this directory structure with yours. If you installed the all components, the structure should look like this.

    pentaho/
    pentaho/design-tools/
    pentaho/design-tools/aggregation-designer/
    pentaho/design-tools/data-integration/
    pentaho/design-tools/metadata-editor/
    pentaho/design-tools/report-designer/
    pentaho/design-tools/schema-workbench/
    pentaho/documentation/
    pentaho/java/
    pentaho/jdbc-distribution/
    pentaho/license-installer/
    pentaho/licenses/
    pentaho/monetdb/
    pentaho/postgresql/
    pentaho/scripts/
    pentaho/server/
    pentaho/server/pentaho-server/
    pentaho/server/pentaho-server/licenses/
    pentaho/server/pentaho-server/logs/
    pentaho/server/pentaho-server/pentaho-solutions/
    pentaho/server/pentaho-server/third-party-tools/
    pentaho/server/pentaho-server/tomcat/
    pentaho/server/pentaho-server/wkhtmltoimage/
    pentaho/server/hsql-sample-database
  3. Open the installation-summary.txt file. Make sure that the design tools and plugins that you installed are listed.

  4. Review the following locations of files.

    Table 1: Top-level directories and files
    FileDescription
    ctlscript.shStarts, stops, restarts, and shows the status of Pentaho services. Available on Linux and Mac only.
    installation-summary.txtContains the information from the summary screen at the end of the installation process.
    uninstallA script that removes Pentaho Business Analytics.
    Table 2: Locations of specific programs
    Tool/PluginLocation
    Pentaho Serverpentaho/server/pentaho-server/
    Report Designerpentaho/design-tools/report-designer/
    Schema Workbenchpentaho/design-tools/schema-workbench/
    Data Integration (Spoon)pentaho/design-tools/data-integration/
    Metadata Editorpentaho/design-tools/metadata-editor/
    Aggregation Designerpentaho/design-tools/aggregation-designer/
    Dashboard Designerpentaho/server/pentaho-server/pentaho-solutions/system/dashboards/
    Analyzerpentaho/server/pentaho-server/pentaho-solutions/system/analyzer/
    Interactive Reportspentaho/server/pentaho-server/pentaho-solutions/system/pentaho-interactive-reporting/
    License Installerpentaho/license-installer/
    Table 3: Location of logs
    LogLocation
    Pentaho Server Logs for BA configurationpentaho/server/pentaho-server/logs/
    Tomcat Logs for Pentaho Server for BA configurationpentaho/server/pentaho-server/tomcat/logs/

    For Mac OSX, you will have to copy the JDBC .jar into the location listed for Report Designer.

    Table 4: Location of JDBC drivers
    JDBC DriverLocation
    Pentaho Server for BA configurationpentaho/server/pentaho-server/tomcat/lib/
    Report Designerpentaho/design-tools/report-designer/lib/jdbc/
    Schema Workbenchpentaho/design-tools/schema-workbench/drivers/
    Aggregation Designerpentaho/design-tools/aggregation-designer/drivers/
    Metadata Editorpentaho/design-tools/metadata-editor/libext/JDBC/
    PDI client (Spoon)pentaho/design-tools/data-integration/lib/
    Table 5: Default port numbers
    Port NumberDescription
    5432PostgreSQL Server
    8080Pentaho Server Tomcat Web Server Startup Port
    8012Pentaho Server Shutdown Port
    9001HSQL Server Port
    9092Embedded H2 Database
    50000 or 50006Monet Database Port
    NoteYour port numbers might differ if these ports are already used for other programs.

Uninstalling the Pentaho Suite after evaluation

To uninstall the Pentaho Suite after the evaluation, complete the following steps:

Procedure

  1. Navigate to the pentaho directory, and run the uninstall file.

  2. The Uninstall Wizard is launched.

  3. When prompted, indicate whether you want to delete the data files.

  4. When prompted at the end of the process, restart your computer.

Next steps

Before installing a production version of Pentaho, you must first uninstall the evaluation version of Pentaho.