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Pentaho | 30 for 30 Webinar

QUICK-START
EVALUATION
Resources & Tips
Bo Borland – Director of Sales Engineering

1

© 2013...
You just downloaded a
modern, unified data
integration and business
analytics platform.

2

© 2013, Pentaho. All Rights Re...
And you have 30 days to
evaluate Pentaho for
your company.
•
•

How to connect to and model your data

•

Install Pentaho ...
BUSINESS ANALYTICS AND DATA INTEGRATION

GET ACQUAINTED WITH
PENTAHO COMPONENTS
4

© 2013, Pentaho. All Rights Reserved. p...
Introducing Pentaho
Pentaho BA Suite consists of Data Integration (DI) and
Business Analytics (BA) components
DI Component...
Analyzer

Web Portal
Interactive Reporting

Report Designer
Dashboards

HTTP/HTTPS

Thin Client

Component Architecture

6...
Data Integration (PDI)

PDI

7

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
BA Server and User Console
THE HEART OF THE BA SUITE

8

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (...
Analyzer
EXPLORE AND VISUALIZE DATA

9

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
Interactive Reporting
AD-HOC, TEMPLATE-BASED REPORTS DEVELOPED IN A BROWSER

10

© 2013, Pentaho. All Rights Reserved. pen...
Dashboard Designer
ASSEMBLE MULTIPLE VIEWS OF DATA

11

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (8...
Dashboard Framework
HIGHLY TAILORED, PIXEL-PERFECT DASHBOARDS

12

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worl...
Report Designer (PRD)
THICK-CLIENT REPORT CREATION TOOL FOR PIXEL-PERFECT REPORTS

13

© 2013, Pentaho. All Rights Reserve...
Mobile
ACCESS AND CREATE NEW CONTENT ON TOUCH-ENABLED TABLET

14

© 2013, Pentaho. All Rights Reserved. pentaho.com. World...
Purpose-Built Interfaces
Mobile

Analyzer

15

Dashboard Designer

Interactive Reporting

© 2013, Pentaho. All Rights Rese...
MULTIPLE MODELING METHODS

CONNECT TO AND MODEL YOUR
DATA
16

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide...
What Does Your Data Look Like
Structured Data
Normalized Data Model

Structured Data
Single Table / Star / Snowflake

PDI
...
Modeling Your Data
Analyzer
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)

Dashboard Designer

Normalized Data ...
Data Access Wizard

QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA

Single Table / Star /
Snowflake
Ana...
Data Access Wizard

QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
Connect to your data and choose tabl...
Data Access Wizard
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
Model a dimensional cube

Single Tabl...
Interactive Reporting & Analysis
Model-driven query using SQL & MDX

Analyzer

Single Table / Star /
Snowflake
Analysis
Cu...
Report Designer

PIXEL-PERFECT, PROMPTED PRODUCTION REPORTING
Single Table / Star /
Snowflake

Analysis
Cube
(Analyzer)

N...
Dashboard Designer

QUICKLY ASSEMBLE WEB-BASED DASHBOARDS
Analyzer

Analysis
Cube
(Analyzer)

Dashboard Designer
Report
De...
Data Access Wizard
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
Model a dimensional cube

Single Tabl...
Advanced Modeling
CLIENT-BASED MODELING TOOLS FOR ADVANCED MODELS
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)...
Modeling Options
MANAGE CONNECTIONS AND MODELS IN ONE LOCATION

Schema Workbench

Data Access Wizard

Metadata Editor

27
...
Summary - 5 Simple Steps
FROM DATA TO DASHBOARDS

1. Review your source data to determine if PDI is needed

Does the data...
MULTIPLE LAYERS OF SECURITY FOR BA SUITE

UNDERSTANDING SECURITY

29

© 2013, Pentaho. All Rights Reserved. pentaho.com. W...
Security Overview

MULTIPLE LAYERS OF SECURITY AT THE CORE OF THE BA SUITE
•INFRASTRUCTURE SECURITY
• Communication over t...
Infrastructure Security

MAKING SURE THE COMMUNICATION IS SECURE

HTTP  HTTPS

SSL
Data sources

•Supports http and https ...
User Authentication

MANY OPTIONS FOR AUTHENTICATING USER’S IDENTITY

LDAP
Relational Tables

•Pentaho supports several us...
Operations-based Security

MANAGE ROLE MEMBER’S ABILITY TO PERFORM OPERATIONS
•Administer security
•Read content
•Publish ...
Object-level Security

ACCESS CONTROL LISTS ALLOWS REPORTS AND FOLDERS TO BE SECURED

34

© 2013, Pentaho. All Rights Rese...
Data-level Security

METADATA MODELS AND REPORTS CAN BE BUILT WITH ROW-LEVEL SECURITY

•Metadata models can be built with ...
CAN WE SUPPORT THE PENTAHO PLATFORM

INSTALL PENTAHO AND
DEVELOP CONTENT
36

© 2013, Pentaho. All Rights Reserved. pentaho...
InfoCenter - http://infocenter.pentaho.com

37

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-...
Review Supported Technologies

38

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
Install All Components

39

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
Configure Pentaho Systems

JDBC Driver Locations
1.
2.
3.
4.
5.
6.
7.

40

BA Server:
Aggregation Designer:
Metadata Edito...
Walk-Through Tutorials

41

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
GETTING HELP

LEVERAGE PENTAHO
RESOURCES
42

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-755...
Three Ways to Test Drive

43

© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
Pentaho Questions?
Please email your questions to Lyle
Zoumut, Marketing Programs Specialist at
Pentaho.

lzoumut@pentaho....
Thank You
JOIN THE CONVERSATION. YOU CAN FIND US ON:

blog.pentaho.com
@Pentaho

45

Facebook.com/Pentaho
Pentaho Business...
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30 for 30: Quick Start Your Pentaho Evaluation

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These slides are from our recent 30 for 30 webinar tailored towards people that have downloaded the Pentaho evaluation and want to know more about all the data integration and business analytics components part of the trial, how to easily integrate data, and best practices for installing/developing content.

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Transcript of "30 for 30: Quick Start Your Pentaho Evaluation"

  1. 1. Pentaho | 30 for 30 Webinar QUICK-START EVALUATION Resources & Tips Bo Borland – Director of Sales Engineering 1 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  2. 2. You just downloaded a modern, unified data integration and business analytics platform. 2 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  3. 3. And you have 30 days to evaluate Pentaho for your company. • • How to connect to and model your data • Install Pentaho and develop content • 3 Get acquainted with Pentaho components Leverage Pentaho resources © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  4. 4. BUSINESS ANALYTICS AND DATA INTEGRATION GET ACQUAINTED WITH PENTAHO COMPONENTS 4 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  5. 5. Introducing Pentaho Pentaho BA Suite consists of Data Integration (DI) and Business Analytics (BA) components DI Components allow you to connect to and extract and prepare data from diverse data sources such as relational databases, NoSQL databases and Hadoop. BA Components help you design metadata model, create reports and dashboards, and analyze your data. 5 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  6. 6. Analyzer Web Portal Interactive Reporting Report Designer Dashboards HTTP/HTTPS Thin Client Component Architecture 6 DI Server BA Server PDI Designer Report Designer © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555 Metadata Design Publish Workstation Server J2EE Container (Apache Tomcat)
  7. 7. Data Integration (PDI) PDI 7 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  8. 8. BA Server and User Console THE HEART OF THE BA SUITE 8 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  9. 9. Analyzer EXPLORE AND VISUALIZE DATA 9 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  10. 10. Interactive Reporting AD-HOC, TEMPLATE-BASED REPORTS DEVELOPED IN A BROWSER 10 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  11. 11. Dashboard Designer ASSEMBLE MULTIPLE VIEWS OF DATA 11 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  12. 12. Dashboard Framework HIGHLY TAILORED, PIXEL-PERFECT DASHBOARDS 12 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  13. 13. Report Designer (PRD) THICK-CLIENT REPORT CREATION TOOL FOR PIXEL-PERFECT REPORTS 13 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  14. 14. Mobile ACCESS AND CREATE NEW CONTENT ON TOUCH-ENABLED TABLET 14 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  15. 15. Purpose-Built Interfaces Mobile Analyzer 15 Dashboard Designer Interactive Reporting © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555 Dashboard Framework Report Designer
  16. 16. MULTIPLE MODELING METHODS CONNECT TO AND MODEL YOUR DATA 16 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  17. 17. What Does Your Data Look Like Structured Data Normalized Data Model Structured Data Single Table / Star / Snowflake PDI Unstructured Data Streaming Data Optimized for low-latency query and analysis 17 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  18. 18. Modeling Your Data Analyzer Single Table / Star / Snowflake Analysis Cube (Analyzer) Dashboard Designer Normalized Data Model Metadata (Reporting) 18 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555 Interactive Reporting
  19. 19. Data Access Wizard QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA Single Table / Star / Snowflake Analysis Cube (Analyzer) Normalized Data Model Metadata (Reporting) 19 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  20. 20. Data Access Wizard QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA Connect to your data and choose tables Single Table / Star / Snowflake Analysis Cube (Analyzer) Create table joins Normalized Data Model Metadata (Reporting) 20 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  21. 21. Data Access Wizard QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA Model a dimensional cube Single Table / Star / Snowflake Analysis Cube (Analyzer) Model SQL-based metadata Normalized Data Model Metadata (Reporting) 21 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  22. 22. Interactive Reporting & Analysis Model-driven query using SQL & MDX Analyzer Single Table / Star / Snowflake Analysis Cube (Analyzer) Interactive Reporting Normalized Data Model Metadata (Reporting) 22 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  23. 23. Report Designer PIXEL-PERFECT, PROMPTED PRODUCTION REPORTING Single Table / Star / Snowflake Analysis Cube (Analyzer) Normalized Data Model Metadata (Reporting) 23 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  24. 24. Dashboard Designer QUICKLY ASSEMBLE WEB-BASED DASHBOARDS Analyzer Analysis Cube (Analyzer) Dashboard Designer Report Designer Metadata (Reporting) 24 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555 Interactive Reporting
  25. 25. Data Access Wizard QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA Model a dimensional cube Single Table / Star / Snowflake Analysis Cube (Analyzer) Model SQL-based metadata Normalized Data Model Metadata (Reporting) 25 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  26. 26. Advanced Modeling CLIENT-BASED MODELING TOOLS FOR ADVANCED MODELS Single Table / Star / Snowflake Analysis Cube (Analyzer) Normalized Data Model Metadata Editor Metadata (Reporting) 26 Schema Workbench © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  27. 27. Modeling Options MANAGE CONNECTIONS AND MODELS IN ONE LOCATION Schema Workbench Data Access Wizard Metadata Editor 27 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  28. 28. Summary - 5 Simple Steps FROM DATA TO DASHBOARDS 1. Review your source data to determine if PDI is needed  Does the data need to be transformed, cleaned or enriched?  Does the data need to be converted to a dimensional model?  Does the data require blending two data sources?  Do you need to parse unstructured data?  Do you need to parse big data such as NoSQL data? 2. Develop your initial metadata and cube models using the webbased Data Access Wizard 3. Create Analyzer Views (visualizations) and possibly Interactive Reports 4. Create Dashboard Designer Dashboards using content from Step 3 5. If required, refine and enhance your existing metadata models with Metadata Editor and Schema Workbench 28 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  29. 29. MULTIPLE LAYERS OF SECURITY FOR BA SUITE UNDERSTANDING SECURITY 29 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  30. 30. Security Overview MULTIPLE LAYERS OF SECURITY AT THE CORE OF THE BA SUITE •INFRASTRUCTURE SECURITY • Communication over the network •USER AUTHENTICATION • Verifying the user’s identity •OPERATIONS-BASED SECURITY • Securing feature operations within Pentaho by role •OBJECT-LEVEL SECURITY • Access controls to files, folder, and data sources •DATA-LEVEL SECURITY • Securing actual rows of data 30 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  31. 31. Infrastructure Security MAKING SURE THE COMMUNICATION IS SECURE HTTP HTTPS SSL Data sources •Supports http and https between browser and pentaho •Deployed in standard application servers (tomcat, jboss) • Proven platforms; use Java 7 •SSL connections available for data sources that support SSL 31 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  32. 32. User Authentication MANY OPTIONS FOR AUTHENTICATING USER’S IDENTITY LDAP Relational Tables •Pentaho supports several user stores • LDAP, Microsoft Active Directory, a set of relational tables, etc. •SSO via CAS and integrated windows authentication •Highly customizable and extendable • Uses Spring Security 32 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  33. 33. Operations-based Security MANAGE ROLE MEMBER’S ABILITY TO PERFORM OPERATIONS •Administer security •Read content •Publish content •Schedule content •Create content 33 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  34. 34. Object-level Security ACCESS CONTROL LISTS ALLOWS REPORTS AND FOLDERS TO BE SECURED 34 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  35. 35. Data-level Security METADATA MODELS AND REPORTS CAN BE BUILT WITH ROW-LEVEL SECURITY •Metadata models can be built with row-level security • Based upon user or role • User is unaware of the filtering of the data •Reports can also build in the data filtering • Use most frequently when using direct SQL in report •Allows shared reports but the data customized for the user • Share a report metadata model • Users see only their data 35 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  36. 36. CAN WE SUPPORT THE PENTAHO PLATFORM INSTALL PENTAHO AND DEVELOP CONTENT 36 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  37. 37. InfoCenter - http://infocenter.pentaho.com 37 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  38. 38. Review Supported Technologies 38 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  39. 39. Install All Components 39 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  40. 40. Configure Pentaho Systems JDBC Driver Locations 1. 2. 3. 4. 5. 6. 7. 40 BA Server: Aggregation Designer: Metadata Editor: Report Designer: Schema Workbench: Data Integration: Data Integration Server: /pentaho/server/biserver-ee/tomcat/lib/ /pentaho/design-tools/agg-designer/drivers/ /pentaho/design-tools/metadata-editor/libext/JDBC/ /pentaho/design-tools/report-designer/lib/jdbc/ /pentaho/design-tools/schema-workbench/drivers/ /pentaho/design-tools/data-integration/lib /pentaho/server/data-integrationserver/tomcat/webapps/pentaho-di/WEB-INF/lib/ © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  41. 41. Walk-Through Tutorials 41 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  42. 42. GETTING HELP LEVERAGE PENTAHO RESOURCES 42 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  43. 43. Three Ways to Test Drive 43 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  44. 44. Pentaho Questions? Please email your questions to Lyle Zoumut, Marketing Programs Specialist at Pentaho. lzoumut@pentaho.com We will be sending you: 1. Slides 2. Video 3. Consolidated list of Q&A 44 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  45. 45. Thank You JOIN THE CONVERSATION. YOU CAN FIND US ON: blog.pentaho.com @Pentaho 45 Facebook.com/Pentaho Pentaho Business Analytics © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
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