Manual de instalacion pentaho

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


2. Introduction
About
This tutorial is an update to the its original "Pentaho Business Intelligence Server 2.0 with MySQL and
Linux". 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. With what this tutorial lacks in detail it
definitely makes up to accommodates a lot more of different setups:
• Windows
◦ MySQL 5.x
◦ PostgreSQL 8.x.x
◦ Oracle 10g & 11g
• Linux
◦ MySQL 5.x
◦ PostgreSQL 8.x.x
◦ Oracle 10g & 11g
This tutorial is for a Windows and PostgreSQL 8.x.x setup.

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 6,000 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. So even $1 can help me with producing better and bigger tutorials!
➔ You can donate to my PayPal account by clicking here.

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, JPivot.
CDF (Community Dashboard Framework)
A great framework for building dashboards within Pentaho's Business Intelligence Server User Console.


Thanks
Thanks to the following blogs, people are groups:
Open Source Business Intelligence
Provided a working copy of the sample database for MySQL.
Bizcubed
Provided a working copy of the sample database for PostgreSQL.
Pentaho Solutions: Business Intelligence and Data Warehousing with Pentaho and MySQL
A book by Roland and Jos van Dongen.
##pentaho & ##pentaho.pat
IRC channels found on Freenode (Pentaho and Pentaho PAT).
Pentaho Wiki & Pentaho Forums
The first place any new user to Pentaho should look.


2. Downloads
Java JDK
The first thing is to check if you have a version of Java JDK (1.5 or greater) installed on your computer/
server. You can easily check this by opening up a command prompt window and typing in the text found
in bold below:
C:UsersPrashant> java -version
java version "1.6.0_17"
Java(TM) SE Runtime Environment (build 1.6.0_17-b04)
Java HotSpot(TM) Client VM (build 14.3-b01, mixed mode, sharing)
If you get a similar output to mine above you already have a version of the Java JDK installed.
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 - 24).
The next step is to check if you have setup your JAVA_HOME environment variable setup correctly. You
can also check this by opening up a command prompt window and typing in the text found in bold below:
C:UsersPrashant>echo %JAVA_HOME%
C:Program FilesJavajdk1.6.0_13
If you get a similar output to mine above you already have setup your JAVA_HOME environment variable,
if you don't make sure you completed all steps in the tutorial.

SQL Script Packs
Since Pentaho's Business Intelligence Server 2.0 release there has been incomplete/broken SQL scripts
provided with all releases. I have decided to go through and create these "SQL Script Packs" for each
database seen in this tutorial - these packs contain everything you need to setup your database of choice.
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.
• MySQL 5.x
• PostgreSQL 8.x.x - you will need to download this one
• Oracle 10g & 11g

Pentaho Business Intelligence Server 3.5 Stable
The most important file you will need to download is the pentaho-ce-3.5.0.stable.zip file from the
Pentaho Sourceforge page. After you have downloaded this file extract its contents into a directory you
would like to have Pentaho running from - in this example I have chosen c:pentaho.


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.


3. Setting up the Database
Extract SQL Script Pack
In the previous step I told you to download the SQL Script Pack for PostgreSQL 8.x.x now you need to
extract this file into a temporary location. Once you have done that you should have 5 SQL scripts:
1.
2.
3.
4.
5.

create_repository_postgresql.sql
create_quartz_postgresql.sql
create_sample_datasource_postgresql.sql
load_sample_users_postgresql.sql
sample_data_postgresql.sql

You must load all these scripts in the order shown above. Load the above SQL scripts using the
PostgreSQL console.

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, in this example that is c:.
The next step is to type in the following commands found in bold - one after the other:
c: psql --username=postgres -f create_repository_postgresql.sql
Password for user postgres:
...output
Password for user hibuser: [enter "password"]
c: psql --username=postgres -f create_quartz_postgresql.sql
...output
Password for user pentaho_user: [enter "password"]
c: psql --username=postgres -f create_sample_datasource_postgresql.sql
...output
c: psql --username=postgres -f load_sample_users_postgresqlsql
...output
c: psql --username=postgres -f sample_data_postgresql.sql
...output
Now run the following command (in bold) to see if you have successfully created a hibernate, quartz
and sampledata database:
c: psql --username=postgres
Enter password:


psql> show databases;
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


4. Setting up the Business Intelligence Server
Overview
The following steps will require you to use a text editor i.e. Notepad, Wordpad etc. The next couple of
sections within this chapter are defined by the parent directory the files that need changing belong to.

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
▪ applicationContext-spring-security-hibernate.properties
▪ hibernate
▪ hibernate-settings.xml
▪ postgresql.hibernate.cfg.xml (optional)

applicationContext-spring-security-jdbc.xml
Once you have opened this file locate this section of code:

<bean id="dataSource"
class="org.springframework.jdbc.datasource.DriverManagerDataSource">
<property name="driverClassName" value="org.hsqldb.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:

<bean id="dataSource"
class="org.springframework.jdbc.datasource.DriverManagerDataSource">
<property name="driverClassName" value="org.postgresql.Driver" />
<property name="url"
value="jdbc:postgresql://localhost:5432/hibernate" />
<property name="username" value="hibuser" />
<property name="password" value="password" />
</bean>

applicationContext-spring-security-hibernate.properties
Once you opened this file you should see the following code:
jdbc.driver=org.hsqldb.jdbcDriver
jdbc.url=jdbc:hsqldb:hsql://localhost:9001/hibernate
jdbc.username=hibuser
jdbc.password=password
hibernate.dialect=org.hibernate.dialect.HSQLDialect
Make changes to the highlighted sections so that your code looks similar to this:
jdbc.driver=org.postgresql.Driver
jdbc.url=jdbc:postgresql://localhost:5432/hibernate
jdbc.username=hibuser
jdbc.password=password
hibernate.dialect=org.hibernate.dialect.PostgreSQLDialect

hibernate-settings.xml
Once you have opened this file locate the following line of code:
<config-file>system/hibernate/hsql.hibernate.cfg.xml</config-file>
<config-file>system/hibernate/postgresql.hibernate.cfg.xml</configfile>

postgresql.hibernate.cfg.xml (optional)
You do not need to make any changes to this file if you would like to use the default User hibuser - which
was created with the load_sample_users_postgresql.sql file. However, if you would like to specify
your own user find and change the following two lines of code:
<property name="connection.username">hibuser</property>
<property name="connection.password">password</property>
Make changes to the highlighted sections to a username and password of your choice.

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.

tomcat
You will need to change the configurations of the following files within the tomcat directory:
• tomcat
◦ webapps
▪ pentaho


▪ WEB-INF
▪ web.xml (optional)
▪ META-INF
▪ context.xml

web.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, if you would like
others to access the site (remotely or on a network) you will need to make changes to this file.
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.prashantraju.com:8080/pentaho/</param-value>
or
<param-value>http://100.100.10.1:8080/pentaho/</param-value>

context.xml
Once you have opened up the file you should see the following code:
<?xml version="1.0" encoding="UTF-8"?>
<Context path="/pentaho" docbase="webapps/pentaho/">
<Resource name="jdbc/Hibernate" auth="Container"
type="javax.sql.DataSource"
factory="org.apache.commons.dbcp.BasicDataSourceFactory"
maxActive="20" maxIdle="5"
maxWait="10000" username="hibuser" password="password"
driverClassName="org.hsqldb.jdbcDriver"
url="jdbc:hsqldb:hsql://localhost/hibernate"
validationQuery="select count(*) from
INFORMATION_SCHEMA.SYSTEM_SEQUENCES" />
<Resource name="jdbc/Quartz" auth="Container"
maxWait="10000" username="pentaho_user" password="password"
driverClassName="org.hsqldb.jdbcDriver"
url="jdbc:hsqldb:hsql://localhost/quartz"
validationQuery="select count(*) from
INFORMATION_SCHEMA.SYSTEM_SEQUENCES"/>
</Context>
<?xml version="1.0" encoding="UTF-8"?>
<Context path="/pentaho" docbase="webapps/pentaho/">


5. Setting up the Administration Console
To get the Administration Console working with PostgreSQL you will need to download the JDBC driver
for PostgreSQL. To do so, visit the PostgreSQL JDBC Driver downloads page and download a driver
which suits your Java version.
After downloading the postgresql-8.4-701.jdbcx.jar file move it to the c:/pentaho/
administration-console/jdbc/ folder.


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.bat
file located in the c:/biserver-ce/tomcat/bin directory, however I was able to get Tomcat running
by installing as a Windows service.
To get started you will need to first register tomcat as a service. To do this type the text found in bold
below inside c:/biserver-ce/tomcat/bin directory:
C:pentahobiserver-cetomcatbin> service.bat install tomcat5
Installing the service 'tomcat5' ...
Using CATALINA_HOME:
D:pentahobiserver-cetomcat
Using CATALINA_BASE:
D:pentahobiserver-cetomcat
Using JAVA_HOME:
C:Program FilesJavajdk1.6.0_13
Using JVM:
C:Program
FilesJavajdk1.6.0_13jrebinserverjvm.dll
The service 'tomcat5' has been installed.
Once you have received the above output the next step is to start the Tomcat service. To dot his firstly
click on the Start button then Run and type in services.msc and click OK. A Services dialog box
should appear and it will list all available services, locate the Apache Tomcat tomcat5 service and
double click on it to open up the Properties dialog box:


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.
If it is you should see the following welcome screen:


After logging in try and run a sample report from the Steel Wheels solution folder:


7. Starting the Administration Console
To start the Administration Console double click on the the start-pac.bat file which is located under
the c:pentahoadminstration-console directory. 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 FilesJavajdk1.6.0_13
DEBUG: _PENTAHO_JAVA=C:Program FilesJavajdk1.6.0_13binjava.exe
2010-01-05 16:27:17.824::INFO: Logging to STDERR via
org.mortbay.log.StdErrLog
05/01/2010 4:27:18 PM org.pentaho.pac.server.JettyServer startServer
INFO: Console is starting
2010-01-05 16:27:18.118::INFO: jetty-6.1.2
2010-01-05 16:27:38.672::INFO: Started SocketConnector @ 0.0.0.0:8099
05/01/2010 4:27:38 PM org.pentaho.pac.server.JettyServer startServer
INFO: Console is now started. It can be accessed using
http://D119940:8099 or http://161.117.117.40:8099
Now you should be able to visit http://localhost:8099/ or the other two address's specified in your output
(highlighted). You will be prompted for a Username and Password which are "admin" and "password". If
you have successfully started and logged into the administration console you should see the following
welcome screen:


8. Success!
You have correctly setup Pentaho Business Intelligence Server 3.5 on Windows with PostgreSQL 8.x.x.


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