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Pentaho Product Roadmap


          2010-2011
   Last Updated 9/30/2010




   © 2010, Pentaho. All Rights Reserved. www.pentaho.com.
RECENT RELEASE HIGHLIGHTS


© 2010, Pentaho. All Rights Reserved. www.pentaho.com.   US and Worldwide: +1 (866) 660-7555 | Slide 2
Data Integration 4.0
   • Enterprise Edition Data Integration Server
          •    Enhanced Content Management
                 •    Revision history
                 •    Locking
          •    Advanced Security
                 •    Role and User Administration
                 •    Integration with LDAP and Active Directory
          •    Integrated Scheduling

   • Integrated ETL and BI Design Environment
          •    Visualize data instantly
          •    Model metadata to facilitate self service BI
          •    Publish models and visualization to BI Server

   • Enhanced logging architecture for real-time
        monitoring & debugging transformations
   • Ease-of-use improvements for designing jobs
        and transformation
   • New Transformation Steps and Job Entries
          •    JMS producer/consumer steps
          •    Fuzzy matching for Data Quality
          •    Improved Web Services steps
          •    Many more…



© 2010, Pentaho. All Rights Reserved. www.pentaho.com.             US and Worldwide: +1 (866) 660-7555 | Slide 3
Pentaho BI Suite Enterprise Editions 3.6
   • Analyzer
          • Scheduling including support for emailing
            generated reports
          • Member properties support
          • Integration with Dashboard filters

   • Dashboard Designer
          • Configurable refresh on dashboard widgets
          • Filter controls populated by Pentaho
            Metadata queries

   • JMS Integration

   • Engine Upgrades
          • Pentaho Data Integration 4.0
          • Pentaho Reporting 3.6.1
          • Mondrian 3.2

   • Customer and Community
        defect fixes


© 2010, Pentaho. All Rights Reserved. www.pentaho.com.   US and Worldwide: +1 (866) 660-7555 | Slide 4
2010-2011 ROADMAP DETAILS


© 2010, Pentaho. All Rights Reserved. www.pentaho.com.   US and Worldwide: +1 (866) 660-7555 | Slide 5
Pentaho BI Suite 3.7 – October 2010
        Data Integration 4.1
               Hadoop integration
                  Simple file management for HDFS
                  Input data from and output to HDFS
                  Use PDI Jobs to coordinate Hadoop job execution
                  Transformations as MapReduce jobs in Hadoop
                  Integration with Amazon Elastic MapReduce
        User Console Improvements
               Thin client Agile BI Wizard
                  Upload and stage data
                  Simple generation of reporting/OLAP metadata
                  Immediate access to self-service BI
        Analyzer/Mondrian
               Drill through to underlying details
               Conditional formatting (traffic lighting)
               Localization Support
               iPad integration

© 2010, Pentaho. All Rights Reserved. www.pentaho.com.           US and Worldwide: +1 (866) 660-7555 | Slide 6
Pentaho BI Suite 3.7 – October 2010
        Reporting
               Drill linking on charts and fields
               Table of Contents generation
               Integration with Hive for
               Reporting and Ad Hoc Reporting
               against data in Hadoop
        Dashboard Designer
               Drag and Drop design and layout
        Customer Experience Improvements
               Simplified installer
               64-bit Installers
               Numerous bug fixes and
               minor usability enhancements




© 2010, Pentaho. All Rights Reserved. www.pentaho.com.   US and Worldwide: +1 (866) 660-7555 | Slide 7
2010-2011 Roadmap Summary Beyond 3.7
   • Analyzer/Mondrian                                           • BI Platform
          •    Drill linking on members                             •   Enhanced Enterprise repository providing
          •    “Data-less” navigation – layout a report before           •   Content versioning and locking
               querying for data                                         •   Robust security and administration
          •    User-defined collections                             •   Improved I18N support
          •    Branding customization capabilities                  •   Improved Multi-tenancy support

   • Reporting                                                   • User Console
          •    Crosstab design in Report Designer                   •   Improved Branding ability
          •    Improved Ad Hoc Q&R                                  •   Extensible UI including menubar, toolbar, etc.
          •    Multi-column reports                                 •   Repository Search
                                                                    •   User Preferences
   • Dashboard Designer                                             •   Briefing Books
          •    Customizable filter control types                    •   Collaboration integration
          •    Drill linking on dashboard charts
                                                                 • Data Mining
          •    Content linking between dashboard widgets
          •    New Visualization components                         •   Execution of Weka models in Hadoop
          •    Mapping objects
          •    Analyzer and Ad Hoc Reports




© 2010, Pentaho. All Rights Reserved. www.pentaho.com.                         US and Worldwide: +1 (866) 660-7555 | Slide 8
2010-2011 Roadmap Summary
   • Data Integration
          •    Data Services SDK
          •    Cloud Data Services
          •    Hadoop Integration
                 •    Execution of transformations in Hive
                      HQLHbase/Cassandra Input steps
                 •    Monitor PDI tasks in a Hadoop cluster
          •    Data Quality
                 •    Data Discovery and Profiling
                 •    Name cleansing and correction
                 •    Address Standardization
          •    Agile BI
                 •    Star/Snowflake support
                 •    Impact Analysis
          •    Auto Documentation
          •    Modeling perspective enhancements
          •    Administration Perspective (Spoon)
                 •    Monitor activity on a Data Integration Server
                 •    Performance trend analysis
          •    Data Lineage




© 2010, Pentaho. All Rights Reserved. www.pentaho.com.                US and Worldwide: +1 (866) 660-7555 | Slide 9
2010-2011 INITIATIVES


© 2010, Pentaho. All Rights Reserved. www.pentaho.com.   US and Worldwide: +1 (866) 660-7555 | Slide 10
Agile Business Intelligence
    Closed loop design environment for building end-to-end BI solutions

         • Seamlessly integrates ETL, metadata                                          Metadata
                                                                                        Modeling
              modeling and data visualization
         • Quick, iterative approach to building         ETL
              BI solutions
         • Dramatically reduces license fees

         • Faster time to value – insight in
              minutes vs. months
         • Reduce risk associated with                                        Visualization
              projects cobbled together from
              multiple vendors


    Learn more at the Agile BI Home Page


© 2010, Pentaho. All Rights Reserved. www.pentaho.com.         US and Worldwide: +1 (866) 660-7555 | Slide 11
Pentaho-Hadoop Integration
   • Data volumes have grown beyond the capacity
        of even the high-end databases
   • Hadoop is a powerful, low cost alternative
        for storing and analyzing very large data sets
   • Biggest challenge is that using it often requires
        development resources to implement
   • Pentaho will provide the first end-to-end BI Suite integration with
        Hadoop:
          • Easy-to-use ETL environment for getting data in and out of Hadoop
          • Extreme ETL scalability by supporting ETL execution in Hadoop
          • Coordinate Hadoop job execution with external ETL and BI activities
          • Support for Reporting and Analysis against data in Hadoop




© 2010, Pentaho. All Rights Reserved. www.pentaho.com.       US and Worldwide: +1 (866) 660-7555 | Slide 12
DEVELOPMENT METHODOLOGY AND
             RELEASE MANAGEMENT

© 2010, Pentaho. All Rights Reserved. www.pentaho.com.   US and Worldwide: +1 (866) 660-7555 | Slide 13
Development Methodology – Agile (Scrum)
            Product Backlog                              Sprint Backlog
     • Prioritized list of customer                • Features assigned to Sprint
       features and defects                        • Estimated by team
     • Grouped by targeted                         • Team Commitment
        release



                                                                                      Time-boxed                        “Whole Product”
                                                                                    Test/Development                 Ready for deployment




         Product Backlogs                                Backlog Tasks

                                                                      Time boxed “Sprint”
                                                                            Cycles


                Sprint Planning Meeting                             Daily Scrum Meetings                   Sprint Review Meetings
             • Review Product Backlog                            • Done since last meeting               • Demo Sprint Features to all

             • Estimate Sprint Backlog                           • Plan for today                        • Retrospective and

             • Breakdown tasks and commit                        • Roadblocks/Accelerators?              adjustments for future sprints




© 2010, Pentaho. All Rights Reserved. www.pentaho.com.                                        US and Worldwide: +1 (866) 660-7555 | Slide 14
Why Scrum?
   • Benefits:
          • Faster development iterations and availability of features/fixes to
            customers, partners and the community
          • Better visibility into prioritization and development progress allows
            community and customers to actively participate by providing real-time
            feedback as features are being developed (Sprint Wiki Home example)
          • Agility to quickly adjust product roadmap(s) in response to customer and
            market demands
          • Ability to ‘potentially ship’ product at each Sprint iteration - features are
            developed as ‘whole product’ including coding, testing and documentation

   • Roadmap prioritization, release timing, and release scope
        change frequently to meet customer and market demands
        (refer to JIRA for latest roadmap view)


© 2010, Pentaho. All Rights Reserved. www.pentaho.com.    US and Worldwide: +1 (866) 660-7555 | Slide 15
Product and Release Backlogs
   • Generally target 2 major BI Suite releases per year and 2-3 minor releases of
        each pillar (i.e. Reporting, Analysis, Data Integration)
   • Quality Assurance testing is performed ONLY on Enterprise Edition packages

   • Patch (bug fix) releases are provided ONLY to Pentaho Subscription Customers

   • Roadmap View
          • To view a project’s latest roadmap, click ‘Roadmap’ from the project page:
          • BI Server Roadmap Example




© 2010, Pentaho. All Rights Reserved. www.pentaho.com.              US and Worldwide: +1 (866) 660-7555 | Slide 16
Customer Case Management
   • Enhancements, Defects and New Features are managed in JIRA

   • Viewing your case in JIRA will provide visibility into:
          • Status – is my case still open? Is it resolved in a particular release? etc.
          • Priority (trivial to blocker) - assigned priority by Pentaho’s triage team
          • Description – details of the request or reproduction path for defects
          • Fix Version – what release(s) is the case targeted to be resolved in

   • Open Source projects - JIRA cases can be tracked directly

   • Enterprise Edition projects – access to specific cases can be requested
        from support


        NOTE: ONLY Subscription customers are provided with maintenance
        (patch) releases



© 2010, Pentaho. All Rights Reserved. www.pentaho.com.            US and Worldwide: +1 (866) 660-7555 | Slide 17
Customer Case Management
   • Triage Team
          • Cross-functional team from PM, Engineering, Support, and Services
          • Meet every Tuesday to review all new cases and assign priority and target ‘Fixed In’
            version
          • Customer (Enterprise Edition) enhancement requests and defects triaged first and
            receive a minimum priority of ‘Severe’

   • Getting your voice heard
          • Contact Pentaho support to check progress on specific cases or request that a case’s
            priority be increased and/or included in an upcoming patch release
          • Vote for cases in JIRA




© 2010, Pentaho. All Rights Reserved. www.pentaho.com.        US and Worldwide: +1 (866) 660-7555 | Slide 18

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Pentaho Roadmap 2011

  • 1. Pentaho Product Roadmap 2010-2011 Last Updated 9/30/2010 © 2010, Pentaho. All Rights Reserved. www.pentaho.com.
  • 2. RECENT RELEASE HIGHLIGHTS © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 2
  • 3. Data Integration 4.0 • Enterprise Edition Data Integration Server • Enhanced Content Management • Revision history • Locking • Advanced Security • Role and User Administration • Integration with LDAP and Active Directory • Integrated Scheduling • Integrated ETL and BI Design Environment • Visualize data instantly • Model metadata to facilitate self service BI • Publish models and visualization to BI Server • Enhanced logging architecture for real-time monitoring & debugging transformations • Ease-of-use improvements for designing jobs and transformation • New Transformation Steps and Job Entries • JMS producer/consumer steps • Fuzzy matching for Data Quality • Improved Web Services steps • Many more… © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 3
  • 4. Pentaho BI Suite Enterprise Editions 3.6 • Analyzer • Scheduling including support for emailing generated reports • Member properties support • Integration with Dashboard filters • Dashboard Designer • Configurable refresh on dashboard widgets • Filter controls populated by Pentaho Metadata queries • JMS Integration • Engine Upgrades • Pentaho Data Integration 4.0 • Pentaho Reporting 3.6.1 • Mondrian 3.2 • Customer and Community defect fixes © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 4
  • 5. 2010-2011 ROADMAP DETAILS © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 5
  • 6. Pentaho BI Suite 3.7 – October 2010 Data Integration 4.1 Hadoop integration Simple file management for HDFS Input data from and output to HDFS Use PDI Jobs to coordinate Hadoop job execution Transformations as MapReduce jobs in Hadoop Integration with Amazon Elastic MapReduce User Console Improvements Thin client Agile BI Wizard Upload and stage data Simple generation of reporting/OLAP metadata Immediate access to self-service BI Analyzer/Mondrian Drill through to underlying details Conditional formatting (traffic lighting) Localization Support iPad integration © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 6
  • 7. Pentaho BI Suite 3.7 – October 2010 Reporting Drill linking on charts and fields Table of Contents generation Integration with Hive for Reporting and Ad Hoc Reporting against data in Hadoop Dashboard Designer Drag and Drop design and layout Customer Experience Improvements Simplified installer 64-bit Installers Numerous bug fixes and minor usability enhancements © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 7
  • 8. 2010-2011 Roadmap Summary Beyond 3.7 • Analyzer/Mondrian • BI Platform • Drill linking on members • Enhanced Enterprise repository providing • “Data-less” navigation – layout a report before • Content versioning and locking querying for data • Robust security and administration • User-defined collections • Improved I18N support • Branding customization capabilities • Improved Multi-tenancy support • Reporting • User Console • Crosstab design in Report Designer • Improved Branding ability • Improved Ad Hoc Q&R • Extensible UI including menubar, toolbar, etc. • Multi-column reports • Repository Search • User Preferences • Dashboard Designer • Briefing Books • Customizable filter control types • Collaboration integration • Drill linking on dashboard charts • Data Mining • Content linking between dashboard widgets • New Visualization components • Execution of Weka models in Hadoop • Mapping objects • Analyzer and Ad Hoc Reports © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 8
  • 9. 2010-2011 Roadmap Summary • Data Integration • Data Services SDK • Cloud Data Services • Hadoop Integration • Execution of transformations in Hive HQLHbase/Cassandra Input steps • Monitor PDI tasks in a Hadoop cluster • Data Quality • Data Discovery and Profiling • Name cleansing and correction • Address Standardization • Agile BI • Star/Snowflake support • Impact Analysis • Auto Documentation • Modeling perspective enhancements • Administration Perspective (Spoon) • Monitor activity on a Data Integration Server • Performance trend analysis • Data Lineage © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 9
  • 10. 2010-2011 INITIATIVES © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 10
  • 11. Agile Business Intelligence Closed loop design environment for building end-to-end BI solutions • Seamlessly integrates ETL, metadata Metadata Modeling modeling and data visualization • Quick, iterative approach to building ETL BI solutions • Dramatically reduces license fees • Faster time to value – insight in minutes vs. months • Reduce risk associated with Visualization projects cobbled together from multiple vendors Learn more at the Agile BI Home Page © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 11
  • 12. Pentaho-Hadoop Integration • Data volumes have grown beyond the capacity of even the high-end databases • Hadoop is a powerful, low cost alternative for storing and analyzing very large data sets • Biggest challenge is that using it often requires development resources to implement • Pentaho will provide the first end-to-end BI Suite integration with Hadoop: • Easy-to-use ETL environment for getting data in and out of Hadoop • Extreme ETL scalability by supporting ETL execution in Hadoop • Coordinate Hadoop job execution with external ETL and BI activities • Support for Reporting and Analysis against data in Hadoop © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 12
  • 13. DEVELOPMENT METHODOLOGY AND RELEASE MANAGEMENT © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 13
  • 14. Development Methodology – Agile (Scrum) Product Backlog Sprint Backlog • Prioritized list of customer • Features assigned to Sprint features and defects • Estimated by team • Grouped by targeted • Team Commitment release Time-boxed “Whole Product” Test/Development Ready for deployment Product Backlogs Backlog Tasks Time boxed “Sprint” Cycles Sprint Planning Meeting Daily Scrum Meetings Sprint Review Meetings • Review Product Backlog • Done since last meeting • Demo Sprint Features to all • Estimate Sprint Backlog • Plan for today • Retrospective and • Breakdown tasks and commit • Roadblocks/Accelerators? adjustments for future sprints © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 14
  • 15. Why Scrum? • Benefits: • Faster development iterations and availability of features/fixes to customers, partners and the community • Better visibility into prioritization and development progress allows community and customers to actively participate by providing real-time feedback as features are being developed (Sprint Wiki Home example) • Agility to quickly adjust product roadmap(s) in response to customer and market demands • Ability to ‘potentially ship’ product at each Sprint iteration - features are developed as ‘whole product’ including coding, testing and documentation • Roadmap prioritization, release timing, and release scope change frequently to meet customer and market demands (refer to JIRA for latest roadmap view) © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 15
  • 16. Product and Release Backlogs • Generally target 2 major BI Suite releases per year and 2-3 minor releases of each pillar (i.e. Reporting, Analysis, Data Integration) • Quality Assurance testing is performed ONLY on Enterprise Edition packages • Patch (bug fix) releases are provided ONLY to Pentaho Subscription Customers • Roadmap View • To view a project’s latest roadmap, click ‘Roadmap’ from the project page: • BI Server Roadmap Example © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 16
  • 17. Customer Case Management • Enhancements, Defects and New Features are managed in JIRA • Viewing your case in JIRA will provide visibility into: • Status – is my case still open? Is it resolved in a particular release? etc. • Priority (trivial to blocker) - assigned priority by Pentaho’s triage team • Description – details of the request or reproduction path for defects • Fix Version – what release(s) is the case targeted to be resolved in • Open Source projects - JIRA cases can be tracked directly • Enterprise Edition projects – access to specific cases can be requested from support NOTE: ONLY Subscription customers are provided with maintenance (patch) releases © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 17
  • 18. Customer Case Management • Triage Team • Cross-functional team from PM, Engineering, Support, and Services • Meet every Tuesday to review all new cases and assign priority and target ‘Fixed In’ version • Customer (Enterprise Edition) enhancement requests and defects triaged first and receive a minimum priority of ‘Severe’ • Getting your voice heard • Contact Pentaho support to check progress on specific cases or request that a case’s priority be increased and/or included in an upcoming patch release • Vote for cases in JIRA © 2010, Pentaho. All Rights Reserved. www.pentaho.com. US and Worldwide: +1 (866) 660-7555 | Slide 18