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Pentaho Documentation

Prepare your Windows environment for a manual installation

Parent article

This article helps you to prepare your Windows environment for a manual installation. The manual process installs the Pentaho Server on your own web application server.

If you prefer to install the Pentaho Server on a web application server that Pentaho provides, see Archive installation.

Process overview

You will complete these tasks to prepare a Windows environment for a manual installation of the Pentaho Server. This process includes setting up the correct directory structure, ensuring proper tools are in place, and then downloading and unpacking the Pentaho installation files.

NoteIf you have already installed a web application server, you can skip Step 3 of this process.
  1. Create Windows Directory Structure.
  2. Install Java.
  3. Install Your Web Application Server.
  4. Install the Database that will Host the Pentaho Repository.
  5. Download and Unpack the Installation Files.
  6. Set Environment Variables.

Create Windows directory structure

Choose an installation path for installing Pentaho on a Windows system. Pentaho recommends the directories and subdirectories listed in this topic.

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

  2. Create the following directory path:

    pentaho\server\pentaho-server
  3. Verify that you have the appropriate permissions to read, write, and execute commands in the directories you created.

  4. Verify that your users can write to the directory where you install the Pentaho Suite.

Install Java

To install Pentaho, you will need to install a supported version of Java.

  1. Check the Components Reference to see which version of Java Pentaho supports.

  2. Download the supported version of the JRE or JDK from the Oracle website and install it.

Install your web application server

If you want to install Pentaho on your own web application server, you will first need to install your web application server. You must complete the installation yourself.

NoteIf you already have a Tomcat or JBoss web application server installed and you want to run the Pentaho Server on it, you can skip this task.

The Pentaho Server can be deployed on either the Tomcat or JBoss web application server. By default, Pentaho Server software is configured for Tomcat, so if you choose to use Tomcat, you will make fewer configuration changes than choosing to use JBoss.

Procedure

  1. Check the Components Reference list to see which version of Tomcat or JBoss is supported by Pentaho.

  2. To download and install the web application software, use the instructions in the documentation for the web application server of your choice.

    We recommend that you install the web application server in the pentaho\server\pentaho-server directory.
  3. Verify the web application server is installed correctly by starting it and viewing the default page.

    If the web application server does not start, troubleshoot it using the web application server's documentation before you continue with the Pentaho Server installation process.
  4. Stop the web application server.

Install the Pentaho Repository host database

The Pentaho Repository houses data needed for Pentaho tools to provide scheduling and security functions. The repository also stores metadata and models for reports that you create.

Before you begin

Choose which type of database to use for the Pentaho Repository's host database, then install it. Pentaho supports these databases:
  • PostgreSQL
  • MySQL
  • Oracle
  • MS SQL Server

Procedure

  1. Check the Components Reference to section to determine which versions of the databases Pentaho currently supports.

  2. Download and install the database of your choice.

  3. Verify that the database is installed correctly.

Download and unpack installation files

The Pentaho software and some of its components are delivered in compressed files that need to be unpacked prior to starting the Pentaho manual installation process.

The Pentaho Server software, data files, and examples are stored in pre-packaged .war and .zip files. You will need to manually copy these files to the correct directories.

Step 1: Download files

The first step for manually installing the Pentaho system is to download the compressed files that contain the software.

Download the following installation and plugin files from the Pentaho Customer Support Portal.

Procedure

  1. On 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. At the bottom of the Pentaho 8.3 GA Release page, click the Pentaho Server folder and then click the Manual Build (No Web Application Server) folder in the Box widget and download each of the files listed below.

    ComponentZIP File
    Pentaho Server Installation Filepentaho-server-manual-ee-8.3.0-dist.zip
    Dashboard Designer Pluginpdd-plugin-ee-8.3.0-dist.zip
    Interactive Reporting Pluginpir-plugin-ee-8.3.0-dist.zip
    Pentaho Analyzer Pluginpaz-plugin-ee-8.3.0-dist.zip
    BA Operations Mart Files (which are optional)pentaho-operations-mart-8.3.0-dist.zip
    NoteOptionally, on the bottom of the Pentaho 8.3 GA Release page, click the Operations Mart folder in the Box widget and download the ZIP file named: Pentaho Operations Mart.

Step 2: Unpack the Pentaho Server installation files

The Pentaho Server installation file is a package file and needs to be unpacked.

  1. Unzip the Pentaho Server installation file. Inside is the packaged file.

  2. Run the install.bat file to unpack the installation file.

    The IZPak window appears.
  3. Read the license agreement in the IZPack window.

    1. Select the I accept the terms of this license agreement check box

    2. Click Next.

  4. In the Select the installation path text box, browse to or enter the directory where you created the \pentaho\server\pentaho-server directory, and then click Next.

    A warning message appears informing you that the directory already exists.
  5. Click Yes.

    Any existing files in the directory will be retained.
  6. Click Quit when the installation progress is complete.

  7. In the \pentaho-server directory, navigate to the \pentaho-server-manual-ee directory created by the IZPak tool. Unzip the .zip files and place the contents in the appropriate directories listed below.

    FileUnzip the Contents of the File to this Directory
    license-installer.zippentaho\server
    jdbc-distribution-utility.zippentaho\server
    pentaho-data.zippentaho\server\pentaho-server
    pentaho-solutions.zippentaho\server\pentaho-server
  8. Copy the .war and .html files to the following directories on your web application server.​

    FileCopy Files to this Directory
    pentaho.war
    • Tomcat: pentaho\server\pentaho-server\<your tomcat installation directory>/webapps
    • JBoss: pentaho\server\pentaho-server\<your jboss installation directory>\standalone\deployments
    pentaho-style.war
    • Tomcat: pentaho\server\pentaho-server\<your tomcat installation directory>\webapps
    • JBoss: pentaho\server\pentaho-server\<your jboss installation directory>\standalone\deployments
    PentahoServer_OSS_Licenses.htmlpentaho\server\pentaho-server

Step 3: Unpack the plugin files

Since the plugin files are package files, they must be unpacked.

  1. Unzip the plugin file you would like to install. Inside is the packaged file.

  2. Run the install.bat file to unpack the plugin file.

    The IZPak window appears.
  3. Read the license agreement in the IZPack window.

    1. Select the I accept the terms of this license agreement check box

    2. Click Next.

  4. In the Select the installation path text box, browse to or enter the directory where you created the \pentaho\server\pentaho-server\pentaho-solutions\system directory, and then click Next.

    A warning message appears informing you that the directory already exists.
  5. Click Yes.

    Any existing files in the directory will be retained.
  6. Click Quit when the installation progress is complete.

Step 4: (Optional) Unpack the Operations Mart DDL files

The Pentaho Operations Mart distribution file is a package file and needs to be unpacked.

  1. Unzip the Pentaho Operations Mart distribution file to a folder.

    The packaged installation file is in the folder.
  2. Run the install.bat file to unpack the installation file.

    The IZPak window appears.
  3. Read the license agreement in the IZPack window. Select the I accept the terms of this license agreement check box, and then click Next.

  4. In the Select the installation path text box, browse to and save the file in the pentaho\server\pentaho-server\data directory, then click Next.

    A warning message appears informing you that the directory already exists.
  5. Click Yes.

    Any existing files in the directory will be retained.
  6. Click Quit when the installation progress is complete.

  7. Unzip the pentaho-operations-mart-ddl-8.3.0.zip file.

  8. Move the directory for your database into pentaho\server\pentaho-server\data\<database name> and delete the others.

    The appropriate database names are shown in the following table:
    If your Pentaho Repository is on:Copy this directory into pentaho\server\pentaho-server\data\
    PostgreSQLpostgresql
    MySQLmysql5
    Oracleoracle10g
    MS SQL Serversqlserver

Step 5: Verify directory structure

After you have finished unpacking all the plugin and Pentaho Operations Mart files, the newly created Pentaho directory structure should contain the pentaho directories and subdirectories listed in this topic.

  1. Verify that the Pentaho files are placed in the correct locations by comparing the pentaho directory structure, as shown, with yours.

    • pentaho\server\pentaho-server\pentaho-solutions\system\analyzer
    • pentaho\server\pentaho-server\pentaho-solutions\system\dashboards
    • pentaho\server\pentaho-server\pentaho-solutions\system\pentaho-interactive-reporting
    • pentaho\server\pentaho-server\
    • pentaho\server\pentaho-server\data\<database name>
  2. If your web application server is located in a directory other than the pentaho\server\pentaho-server directory, verify that the pentaho.war and pentaho-style.war files are located where you've chosen to install your web application server.

Set environment variables

If you do not set the HOME environment variables, Pentaho will not start correctly. Complete the steps in this topic to ensure that you have set the HOME environment variables properly.

Procedure

  1. Set the path of the PENTAHO_JAVA_HOME variable to the path of your Java installation, as shown:

    SET PENTAHO_JAVA_HOME=C:\Program Files\Java\jdk8.x.x.x
  2. (Optional) If you are using a JRE, then also set the JRE_HOME home environment variable.

  3. Log off and log on again, then verify the variables have been properly set by using a command similar to the following example:

    ECHO %PENTAHO_JAVA_HOME%

Prepare your Pentaho Repository

Once you have finished preparing your environment, you can initialize and configure your Pentaho Repository.

Select the database that you are using as your Pentaho Repository: