Install/Update to Pentaho 8.0From Hitachi Vantara

Steven BrownPentaho Manager, Enterprise Architecture GroupJanuary-2018

Install/Update to Pentaho 8.0

Configuration

Evaluation

Installation

Administration

Upgrade

Evaluation

Test and run Business Analytics (BA) and Data Integration (DI) components

Create reports and visualize data

Create and schedule data integrationprocesses

Model data

Perform processing on traditional and big data sources

The Pentaho Installation Wizard

Default

Custom

Wizard Installation Requirements

Requirements DescriptionYou Supply • A computer that meets Pentaho‘s operating system and hardware

requirements. Please see the Component ReferenceWe Supply • Installation Package

• Oracle Java Runtime Environment (JRE)• Repository Platform• Repository Platform JDBC Driver• Web Application Server

Technologies Used • PostgreSQL database to house the Pentaho Repository• Tomcat web application server

Expertise • Basic computer knowledge

Approximate Installation Time

• 30 minutes

Pentaho Business Analytics Installer

Server & Workstations

Embedded Software

Application Servers

Solution Database Repository

Traditional & Big Data Sources

SQL Dialect-Specific

Security

Java Virtual Machines & Web Browsers

Component Reference

Installation Wizard Process Overview

Download the software

Choose the default or customer installation

method

Start the Installation

Wizard

Verify your installation

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Installation

Installation Methods

DESIGN TOOLSARCHIVE MANUAL

Choose this option if you want to run the Pentaho Server on the

version of Tomcat which we supply

Choose this option if you want to deploy the Pentaho Server on

your existing Tomcat or JBoss web app server

Choose this option to install Business Analytics (BA) or Data

Integration (DI) design-tool components only

Archive Installation Requirements

Requirements DescriptionYou Supply • Computer with a supported operating system and hardware configuration

• Oracle Java Runtime Environment (JRE) or Oracle Java Development Kit (JDK)• Pentaho Repository Database (PostgreSQL, MySQL, MS SQL Server or Oracle)• Pentaho Repository Database JDBC Drivers

We Supply • Installation packageBest Practices - Installation

• The web application server

Technologies Used

• Tomcat web application server (provided by Pentaho)

Expertise • Knowledge of your networking environment, including database port numbers• Permission to access installation directories• Root or administrative access

Installation Time • 60 to 90 minutes.

Pentaho Server Package

Prepare Environment‒ Create the Pentaho User

‒ Create Directory Structure

‒ Install Java

‒ Download & Unpack the Installation Files

Prepare Repository‒ Install & Configure the Pentaho Repository

Database

Configure, Administer & Start the Server

Archive Install Process Overview

Download and Unpack the Install Files

DownloadFiles

Unpack and Install any Plugin Files

Unpack the Pentaho Server Installation File

(Optional) Unpack Operations Mart DDL Files

Pentaho Operations MartTuesday, February 27th

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Verify Directory Structure

7

Advanced Linux Considerations

Set Environment Variables

Configuration

Configuring the Pentaho Platform

Pentaho Admin

Tools

Login Credentials

IT Admin

The Pentaho Platform

Pentaho User Console (PUC)Pentaho Data Integration (PDI) ClientShell Script / Properties File Editor

A Pentaho administrator user name and password is required to perform configuration tasks

IT Admin installs, configures, and upgrades the Pentaho Server

Pentaho Admin creates and manages users, roles and workstations

Configure the Pentaho Server‒ Starting and stopping the Pentaho Server

‒ Increasing the server's memory limit

‒ Specifying data connections policyBest Practices – Pentaho Server Optimizing Connection Pools

Define Security for the Pentaho Server‒ Define a security plan to meet the enterprise requirements

Set Up Pentaho to Connect to a Hadoop Cluster

Set Up the Adaptive Execution Layer (AEL)‒ Use AEL to run transformations in different engines like Spark

IT Administration Tasks

Define Data Connections‒ Use the Database Connection in PUC and PDI client

Assign Permissions to Use or Manage DB Connections‒ Specify which data to make visible to users and roles

Manage Users and Roles‒ Add, delete and edit users and roles with PUC

‒ Control users & roles in the Pentaho Repository w/PDI client

Configure the Design Tools and Utilities‒ Perform configuration tasks for each workstation

Guidelines – Pentaho Tools & Integrated Authentication Methods

Pentaho Administration Tasks

Administration

Implement Security for the Pentaho Server‒ Apply the security plan previously defined

Best Practices – Pentaho and Tomcat Security Best Practices - Secure LDAP Passwords for Pentaho Suite

User Security‒ Choose Pentaho or Advanced User Security Options

Best Practices - Migrate Users/Roles from Pentaho Security to JDBCGuidelines - Pentaho Tools & Integrated Authentication Methods

Big Data Security‒ Choose between Kerberos authentication and secure impersonation

Best Practice – Pentaho, Linux & MSAD Authentication with Kerberos

Secure the Pentaho System

Pentaho Licenses‒ Use PUC, PDI client or the command line interface

Pentaho Server‒ Changing ports and URLs, cluster servers and maintain various

server options

Pentaho Repository‒ Configure change management, import/export options and

define backup/restore plans

Folder and Report Localization‒ For names and descriptions for folders and reports in PUC

Manage the Pentaho System

Performance Monitoring‒ Use logging to monitor and review system performance

Best Practices – Logging and Monitoring for Pentaho Servers

Performance Tuning- Pentaho Server - Pentaho Reporting

- Pentaho Data Integration - Pentaho Analysis (Mondrian)

- Pentaho Data mining (Weka) - Java VM memory limits

- Jackrabbit repository - Karaf

Troubleshoot the Pentaho System

Optimize the Pentaho System

Upgrade

Upgrade Path Convergence

8.0

6.1.x

7.x

The upgrade process from 6.1.x to 8.0 is similar whether you are upgrading the Pentaho Business Analytics (BA) Server or the Data Integration (DI) Server

This upgrade process from 7.x to 8.0 is designed for the Pentaho Server which contains both the Pentaho Business Analytics (BA) Server and Data Integration (DI) Server

6.1.x to 8.0 Deployment Scenarios

New Installation

Existing BA Server

Existing DI Server

Pentaho Server

BA-Style Server

DI-Style Server

Upgrade

Upgrade

Post Install Configuration Scenarios

New Installation(Manual Installation)

Existing BA Server

Existing DI Server

Pentaho Server

BA-Style Server

DI-Style Server

Optimize for BA

Optimize for DI

Optimize for BA

Fresh Install w/ Existing Repository

Verify Your Current Version of the Pentaho Suite and PDI

Verify Your System Components are Current

Review Pentaho System Updates Past Your Current Version

Download and Configure Info-ZIP (Linux only)

Get the Pentaho Upgrade and Utility Files Guidelines for Upgrade: Merge Files and Class References

Unzip Distribution Files

Verify That No Users Are Logged into the Server

Backup Your Databases

Upgrade the Pentaho Server

Get Started with the Upgrade to 8.0

Upgrade the Pentaho Server

Backup Your Configuration and

Solution Files

Restore Your Configuration and

Solution Files

Execute the Pentaho

Server 8.0 Install Program

Perform Previous Version Upgrades

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Start the Pentaho

Server 8.0

7

(Optional) Configure File Changes

Test Your Server

Verify Your Current Version of the Pentaho Design Tools

Verify Your System Components are Current

Update Your Design Tools

For Customers Using Analyzer ‒ Analyzer can be upgraded from Visualization API 2.0 to

Visualization API 3.0

For Customer Using the DI Ops Mart‒ After you have completed the upgrade to 8.0, you can

reinstall the DI Ops Mart

Update Your Design Tools

Update Your Design Tools

Exit all design tools

Locate the directory where you downloaded the files in the Available Update

Backup existing directories

Unzip and copy all the new design tools into your

existing directory

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Restart to verify that your design tools where upgraded

Test Design Tools

References

Pentaho 8.0 Product Pagehttps://www.pentaho.com/product/version-8-0

Pentaho 8.0 Documentationhttps://help.pentaho.com/Documentation/8.0

Support Portalhttps://support.pentaho.com

Best Practiceshttps://support.pentaho.com/hc/en-us/categories/200888603-Best-Practices

Enterprise Architecture Grouphttp://www.pentaho.com/service/enterprise-support

Professional Serviceshttp://www.pentaho.com/service/consulting-services

Questions?