Pentaho Business Intelligence Server 3.5 PostgreSQL 8.x.x and Windows Installation Tutorial Version 1.0, published 7 January 2010 by Prashant Raju Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju 1. Table of Contents 1. Table of Contents .......................................................................................................... 0 2. Introduction ................................................................................................................... 0 About ............................................................................................................................... 3 Donate ............................................................................................................................. 3 The Community ............................................................................................................... 3 Thanks ............................................................................................................................. 4 2. Downloads ..................................................................................................................... 5 Java JDK ......................................................................................................................... 5 SQL Script Packs............................................................................................................. 5 Pentaho Business Intelligence Server 3.5 Stable............................................................ 5 3. Setting up the Database ............................................................................................... 7 Extract SQL Script Pack .................................................................................................. 7 Load SQL Scripts ............................................................................................................ 7 4. Setting up the Business Intelligence Server .............................................................. 9 Overview.......................................................................................................................... 9 pentaho-solutions\ ........................................................................................................... 9 applicationContext-spring-security-jdbc.xml ................................................................ 9 applicationContext-spring-security-hibernate.properties............................................ 10 hibernate-settings.xml ................................................................................................ 10 postgresql.hibernate.cfg.xml (optional) ...................................................................... 10 tomcat\ ........................................................................................................................... 10 web.xml (optional) ...................................................................................................... 11 context.xml ................................................................................................................. 11 5. Setting up the Administration Console..................................................................... 13 6. Starting the Business Intelligence Server ................................................................ 14 7. Starting the Administration Console......................................................................... 18 8. Success! ...................................................................................................................... 20 Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju x ◦ Oracle 10g & 11g This tutorial is for a Windows and PostgreSQL 8. JPivot.2.x ◦ Oracle 10g & 11g • Linux ◦ MySQL 5. CDF (Community Dashboard Framework) A great framework for building dashboards within Pentaho's Business Intelligence Server User Console. Although this tutorial isn't as detailed as it's predecessor it assumes that readers have intermediate to advanced knowledge in their setup of choice. Version 2.x setup. The Community Don't forget about other projects which are part of the Pentaho community: PAT (Pentaho Analysis Tool) An alternative to Pentaho's current OLAP analyser tool. Here is a description of the different colour-coded boxes seen throughout the tutorial: Blue boxes represent help Grey boxes represent tips Green boxes represent file description Donate My last tutorial had over 6.x.0 with MySQL and Linux". 7 Jan 2010 by Prashant Raju . Pentaho Business Intelligence Server 3.x.0.5 with MySQL and Windows Installation tutorial. So even $1 can help me with producing better and bigger tutorials! ➔ You can donate to my PayPal account by clicking here.x.000 unique downloads and I believe from most of the feedback and numerous people adding me to Gmail that it was extremely helpful! But contrary to belief I do not work for Pentaho and all of this work is voluntary.x ◦ PostgreSQL 8. With what this tutorial lacks in detail it definitely makes up to accommodates a lot more of different setups: • Windows ◦ MySQL 5. Introduction About This tutorial is an update to the its original "Pentaho Business Intelligence Server 2.x ◦ PostgreSQL 8. Pentaho Business Intelligence Server 3. people are groups: Open Source Business Intelligence Provided a working copy of the sample database for MySQL.0. Bizcubed Provided a working copy of the sample database for PostgreSQL.pat IRC channels found on Freenode (Pentaho and Pentaho PAT). Pentaho Solutions: Business Intelligence and Data Warehousing with Pentaho and MySQL A book by Roland and Jos van Dongen. ##pentaho & ##pentaho.Thanks Thanks to the following blogs. Pentaho Wiki & Pentaho Forums The first place any new user to Pentaho should look.5 with MySQL and Windows Installation tutorial. 7 Jan 2010 by Prashant Raju . Version 2. 5 or greater) installed on your computer/ server.0 release there has been incomplete/broken SQL scripts provided with all releases.6.2. SQL Script Packs Since Pentaho's Business Intelligence Server 2.zip file from the Pentaho Sourceforge page. You can also check this by opening up a command prompt window and typing in the text found in bold below: C:\Users\Prashant>echo %JAVA_HOME% C:\Program Files\Java\jdk1.in this example I have chosen c:\pentaho. sharing) If you get a similar output to mine above you already have a version of the Java JDK installed.5 with MySQL and Windows Installation tutorial.you will need to download this one • Oracle 10g & 11g Pentaho Business Intelligence Server 3.6.0_17-b04) Java HotSpot(TM) Client VM (build 14. I have decided to go through and create these "SQL Script Packs" for each database seen in this tutorial . After you have downloaded this file extract its contents into a directory you would like to have Pentaho running from .6.x.3-b01. You can easily check this by opening up a command prompt window and typing in the text found in bold below: C:\Users\Prashant> java -version java version "1.0_13 If you get a similar output to mine above you already have setup your JAVA_HOME environment variable.stable.5.5 Stable The most important file you will need to download is the pentaho-ce-3.0. To download a SQL Script Pack click on the database which you are setting up Pentaho on and keep it handy as you will need to use this in the next step.0. if you don't make sure you completed all steps in the tutorial. mixed mode. • MySQL 5. Downloads Java JDK The first thing is to check if you have a version of Java JDK (1. Pentaho Business Intelligence Server 3.24).these packs contain everything you need to setup your database of choice.x • PostgreSQL 8. 7 Jan 2010 by Prashant Raju . The next step is to check if you have setup your JAVA_HOME environment variable setup correctly. If you don't get the above output here is an in depth tutorial on how to install and configure the Java JDK on Windows (only worry about steps 1 . Version 2.0_17" Java(TM) SE Runtime Environment (build 1.x . 0.5 with MySQL and Windows Installation tutorial.If you have successfully extracted the ZIP file you should have the following directories: • c:\pentaho\ ◦ adminstration-console\ ◦ biserver-ce\ We will need to make the majority of our changes inside the biserver-ce directory. 7 Jan 2010 by Prashant Raju . Version 2. Pentaho Business Intelligence Server 3. .sql Password for user postgres: .sql create_quartz_postgresql. Once you have done that you should have 5 SQL scripts: 1..3.sql You must load all these scripts in the order shown above..sql sample_data_postgresql.sql Password for user postgres: Password for user hibuser: [enter "password"] .. 7 Jan 2010 by Prashant Raju .output Password for user hibuser: [enter "password"] c:\ psql --username=postgres -f create_quartz_postgresql..5 with MySQL and Windows Installation tutorial. create_repository_postgresql.sql Password for user postgres: .output c:\ psql --username=postgres -f load_sample_users_postgresqlsql Password for user postgres: Password for user hibuser: [enter "password"] .. Version 2. quartz and sampledata database: c:\ psql --username=postgres Enter password: Pentaho Business Intelligence Server 3.sql Password for user postgres: .sql load_sample_users_postgresql.sql create_sample_datasource_postgresql. in this example that is c:\. 5. 2.. Load the above SQL scripts using the PostgreSQL console.one after the other: c:\ psql --username=postgres -f create_repository_postgresql... 4.x now you need to extract this file into a temporary location. Load SQL Scripts Before we start make sure that you place all your SQL scripts in the directory which you will be logging into the PostgreSQL console.output Now run the following command (in bold) to see if you have successfully created a hibernate.x.output c:\ psql --username=postgres -f sample_data_postgresql. Setting up the Database Extract SQL Script Pack In the previous step I told you to download the SQL Script Pack for PostgreSQL 8.0.. 3.output Password for user pentaho_user: [enter "password"] c:\ psql --username=postgres -f create_sample_datasource_postgresql. The next step is to type in the following commands found in bold . 7 Jan 2010 by Prashant Raju . Just for reference here are the databases and tables which should of been created after loading the SQL Script Pack: • hibernate ◦ authorities ◦ datasource ◦ granted_authorities ◦ users • quartz ◦ qrtz_blob_triggers ◦ qrtz_calendars ◦ qrtz_cron_triggers ◦ qrtz_fired_triggers ◦ qrtz_job_details ◦ qrtz_job_listeners ◦ qrtz_locks ◦ qrtz_paused_trigger_grps ◦ qrtz_scheduler_state ◦ qrtz_simple_triggers ◦ qrtz_trigger_listeners ◦ qrtz_triggers • sampledata ◦ customer_w_ter ◦ customers ◦ department_managers ◦ dim_time ◦ employees ◦ offices ◦ orderdetails ◦ orderfact ◦ orders ◦ payments ◦ products ◦ quadrant_actuals ◦ trial_balance Pentaho Business Intelligence Server 3.0.psql> show databases.5 with MySQL and Windows Installation tutorial. Version 2. Version 2. Please update this section for any other database you are using --> <bean id="dataSource" class="org.jdbcDriver" /> <property name="url" value="jdbc:hsqldb:hsql://localhost:9001/hibernate" /> <property name="username" value="hibuser" /> <property name="password" value="password" /> </bean> Make changes to the highlighted section so that your section of code looks similar to this: <!-.4.postgresql.jdbc. Setting up the Business Intelligence Server Overview The following steps will require you to use a text editor i.DriverManagerDataSource"> <property name="driverClassName" value="org.hibernate.springframework. Please update this section for any other database you are using --> <bean id="dataSource" class="org.Driver" /> <property name="url" value="jdbc:postgresql://localhost:5432/hibernate" /> <property name="username" value="hibuser" /> <property name="password" value="password" /> </bean> Pentaho Business Intelligence Server 3.datasource. The next couple of sections within this chapter are defined by the parent directory the files that need changing belong to.xml ▪ postgresql.properties ▪ hibernate\ ▪ hibernate-settings.springframework. Notepad. pentaho-solutions\ You will need to change the configurations of the following files within the pentaho-solutions/ directory: • pentaho-solutions\ ◦ system\ ▪ applicationContext-spring-security-jdbc.xml (optional) applicationContext-spring-security-jdbc.This is only for Hypersonic.e.0. Wordpad etc.xml Once you have opened this file locate this section of code: <!-.datasource.hsqldb.DriverManagerDataSource"> <property name="driverClassName" value="org.jdbc.5 with MySQL and Windows Installation tutorial.This is only for Hypersonic.xml ▪ applicationContext-spring-security-hibernate. 7 Jan 2010 by Prashant Raju .cfg. xml (optional) You do not need to make any changes to this file if you would like to use the default User hibuser . 7 Jan 2010 by Prashant Raju . However.hibernate.password=password hibernate. If you would like to use a User which you have created yourself you will also need to make changes to the other files which have hibuser and password specified as the default Username and Password.properties Once you opened this file you should see the following code: jdbc.hibernate.hibernate.hibernate.PostgreSQLDialect hibernate-settings.cfg.postgresql.cfg.dialect.username=hibuser jdbc.applicationContext-spring-security-hibernate.xml</config-file> Make changes to the highlighted sections so that your code looks similar to this: <config-file>system/hibernate/postgresql. Version 2.url=jdbc:postgresql://localhost:5432/hibernate jdbc.hibernate.xml</configfile> postgresql.Driver jdbc.which was created with the load_sample_users_postgresql.cfg.password">password</property> Make changes to the highlighted sections to a username and password of your choice.dialect=org.url=jdbc:hsqldb:hsql://localhost:9001/hibernate jdbc.hsqldb.username">hibuser</property> <property name="connection.dialect.username=hibuser jdbc.sql file.5 with MySQL and Windows Installation tutorial.jdbcDriver jdbc.0.HSQLDialect Make changes to the highlighted sections so that your code looks similar to this: jdbc. if you would like to specify your own user find and change the following two lines of code: <property name="connection.xml Once you have opened this file locate the following line of code: <config-file>system/hibernate/hsql.driver=org.driver=org.dialect=org.password=password hibernate. tomcat\ You will need to change the configurations of the following files within the tomcat\ directory: • tomcat\ ◦ webapps\ ▪ pentaho\ Pentaho Business Intelligence Server 3. jdbcDriver" url="jdbc:hsqldb:hsql://localhost/hibernate" validationQuery="select count(*) from INFORMATION_SCHEMA.1:8080/pentaho/</param-value> context.xml (optional) ▪ META-INF\ ▪ context. if you would like others to access the site (remotely or on a network) you will need to make changes to this file.xml web.DataSource" factory="org.SYSTEM_SEQUENCES" /> <Resource name="jdbc/Quartz" auth="Container" type="javax. Version 2.100.prashantraju.jdbcDriver" url="jdbc:hsqldb:hsql://localhost/quartz" validationQuery="select count(*) from INFORMATION_SCHEMA.BasicDataSourceFactory" maxActive="20" maxIdle="5" maxWait="10000" username="pentaho_user" password="password" driverClassName="org.▪ WEB-INF\ ▪ web. Open up the file and locate this line off code: <param-value>http://localhost:8080/pentaho/</param-value> Make changes to the highlighted section to your desired domain or IP address so it looks similar to this: <param-value>http://www.commons.sql.commons.dbcp.xml (optional) You do not need to make any changes to this file if you are happy with visiting the URL http://localhost:8080/pentaho to access Pentaho Business Intelligence Server however.hsqldb.5 with MySQL and Windows Installation tutorial.apache. 7 Jan 2010 by Prashant Raju .DataSource" factory="org.0.0" encoding="UTF-8"?> <Context path="/pentaho" docbase="webapps/pentaho/"> <Resource name="jdbc/Hibernate" auth="Container" type="javax.SYSTEM_SEQUENCES"/> </Context> Make changes to the highlighted sections so that your code looks similar to this: <?xml version="1.sql.BasicDataSourceFactory" maxActive="20" maxIdle="5" maxWait="10000" username="hibuser" password="password" driverClassName="org.xml Once you have opened up the file you should see the following code: <?xml version="1.10.com:8080/pentaho/</param-value> or <param-value>http://100.dbcp.hsqldb.apache.0" encoding="UTF-8"?> <Context path="/pentaho" docbase="webapps/pentaho/"> Pentaho Business Intelligence Server 3. BasicDataSourceFactory" maxActive="20" maxIdle="5" maxWait="10000" username="hibuser" password="password" driverClassName="org.BasicDataSourceFactory" maxActive="20" maxIdle="5" maxWait="10000" username="pentaho_user" password="password" driverClassName="org.sql.Driver" url="jdbc:postgresql://localhost:5432/quartz" validationQuery="select 1"/> </Context> Pentaho Business Intelligence Server 3.0.apache.DataSource" factory="org.dbcp.DataSource" factory="org. 7 Jan 2010 by Prashant Raju .commons.dbcp.sql.commons.apache.postgresql.postgresql. Version 2.Driver" url="jdbc:postgresql://localhost:5432/hibernate" validationQuery="select 1" /> <Resource name="jdbc/Quartz" auth="Container" type="javax.5 with MySQL and Windows Installation tutorial.<Resource name="jdbc/Hibernate" auth="Container" type="javax. To do so. Setting up the Administration Console To get the Administration Console working with PostgreSQL you will need to download the JDBC driver for PostgreSQL. 7 Jan 2010 by Prashant Raju .jar file move it to the c:/pentaho/ administration-console/jdbc/ folder. Pentaho Business Intelligence Server 3. visit the PostgreSQL JDBC Driver downloads page and download a driver which suits your Java version.0. Version 2.jdbcx.4-701.5 with MySQL and Windows Installation tutorial. After downloading the postgresql-8.5. Once you have received the above output the next step is to start the Tomcat service. however I was able to get Tomcat running by installing as a Windows service. locate the Apache Tomcat tomcat5 service and double click on it to open up the Properties dialog box: Pentaho Business Intelligence Server 3.dll The service 'tomcat5' has been installed. A Services dialog box should appear and it will list all available services. To do this type the text found in bold below inside c:/biserver-ce/tomcat/bin directory: C:\pentaho\biserver-ce\tomcat\bin> service.0_13\jre\bin\server\jvm. Version 2.bat file located in the c:/biserver-ce/tomcat/bin directory.msc and click OK.6. Using CATALINA_HOME: D:\pentaho\biserver-ce\tomcat Using CATALINA_BASE: D:\pentaho\biserver-ce\tomcat Using JAVA_HOME: C:\Program Files\Java\jdk1.0.5 with MySQL and Windows Installation tutorial.0_13 Using JVM: C:\Program Files\Java\jdk1. To get started you will need to first register tomcat as a service.6..bat install tomcat5 Installing the service 'tomcat5' . To dot his firstly click on the Start button then Run and type in services. 7 Jan 2010 by Prashant Raju .6.. Starting the Business Intelligence Server For some reason when testing the tutorial with Windows setup I wasn't able to just run the startup. 5 with MySQL and Windows Installation tutorial.To start Tomcat click on the Start button (to stop Tomcat simply click on the Stop button). Now you should be able to visit http://localhost:8080/pentaho or http://[your_domain_or_ip]:8080/pentaho to see if Pentaho Business Intelligence Server is running.0. 7 Jan 2010 by Prashant Raju . Version 2. If it is you should see the following welcome screen: Pentaho Business Intelligence Server 3. After logging in try and run a sample report from the Steel Wheels solution folder: Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial. 7 Jan 2010 by Prashant Raju . Version 2.0. 7 Jan 2010 by Prashant Raju . Version 2.0.5 with MySQL and Windows Installation tutorial.Pentaho Business Intelligence Server 3. server.pentaho.0.672::INFO: Started SocketConnector @ 0.JettyServer startServer INFO: Console is starting 2010-01-05 16:27:18. Version 2. 7 Jan 2010 by Prashant Raju .824::INFO: Logging to STDERR via org.pac.6. It can be accessed using http://D119940:8099 or http://161.JettyServer startServer INFO: Console is now started. It will pop up a new command prompt window and should display something similar to the output below: DEBUG: Using JAVA_HOME DEBUG: _PENTAHO_JAVA_HOME=C:\Program Files\Java\jdk1.2 2010-01-05 16:27:38.pac.StdErrLog 05/01/2010 4:27:18 PM org. If you have successfully started and logged into the administration console you should see the following welcome screen: Pentaho Business Intelligence Server 3.1.7.bat file which is located under the c:\pentaho\adminstration-console\ directory.0.117.117.0_13 DEBUG: _PENTAHO_JAVA=C:\Program Files\Java\jdk1. You will be prompted for a Username and Password which are "admin" and "password".pentaho.server.6.log.118::INFO: jetty-6.exe 2010-01-05 16:27:17.40:8099 Now you should be able to visit http://localhost:8099/ or the other two address's specified in your output (highlighted). Starting the Administration Console To start the Administration Console double click on the the start-pac.0:8099 05/01/2010 4:27:38 PM org.0.0_13\bin\java.5 with MySQL and Windows Installation tutorial.mortbay. Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial. 7 Jan 2010 by Prashant Raju .0. Version 2. 5 on Windows with PostgreSQL 8. Pentaho Business Intelligence Server 3.0. Success! You have correctly setup Pentaho Business Intelligence Server 3.x. 7 Jan 2010 by Prashant Raju . Version 2.x.5 with MySQL and Windows Installation tutorial.8.