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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 …

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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  • 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. 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. 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. BUSINESS ANALYTICS AND DATA INTEGRATION GET ACQUAINTED WITH PENTAHO COMPONENTS 4 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. 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. Data Integration (PDI) PDI 7 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. Analyzer EXPLORE AND VISUALIZE DATA 9 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. Dashboard Designer ASSEMBLE MULTIPLE VIEWS OF DATA 11 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 12. Dashboard Framework HIGHLY TAILORED, PIXEL-PERFECT DASHBOARDS 12 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. Mobile ACCESS AND CREATE NEW CONTENT ON TOUCH-ENABLED TABLET 14 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. MULTIPLE MODELING METHODS CONNECT TO AND MODEL YOUR DATA 16 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. MULTIPLE LAYERS OF SECURITY FOR BA SUITE UNDERSTANDING SECURITY 29 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. 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. 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. 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. 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. 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. 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. InfoCenter - http://infocenter.pentaho.com 37 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 38. Review Supported Technologies 38 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 39. Install All Components 39 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. Walk-Through Tutorials 41 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 42. GETTING HELP LEVERAGE PENTAHO RESOURCES 42 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 43. Three Ways to Test Drive 43 © 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
  • 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. 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