Install/Update to Pentaho 8.0 From Hitachi Vantara Steven Brown - - PowerPoint PPT Presentation

Install/Update to Pentaho 8.0

From Hitachi Vantara

Steven Brown

Pentaho Manager, Enterprise Architecture Group January-2018

Install/Update to Pentaho 8.0

Configuration Evaluation Installation Administration Upgrade

Evaluation

• Test and run Business Analytics (BA)

and Data Integration (DI) components

• Create reports and visualize data
• Create and schedule data integration

processes

• Model data
• Perform processing on traditional and big data

sources

The Pentaho Installation Wizard

Default Custom

Wizard Installation Requirements

Requirements Description

You Supply

• A computer that meets Pentaho‘s operating system and hardware
• requirements. Please see the Component Reference

We Supply

• Installation Package
• Oracle Java Runtime Environment (JRE)
• Repository Platform
• Repository Platform JDBC Driver
• Web Application Server

Technologies Used

• PostgreSQL database to house the Pentaho Repository
• Tomcat web application server

Expertise

• Basic computer knowledge

Approximate Installation Time

• 30 minutes

Pentaho Business Analytics Installer

 Server & Workstations  Embedded Software  Application Servers  Solution Database Repository  Traditional & Big Data Sources  SQL Dialect-Specific  Security  Java Virtual Machines & Web Browsers

Component Reference

Installation Wizard Process Overview

Download the software Choose the default or customer installation method Start the Installation Wizard Verify your installation

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Installation

Installation Methods

DESIGN TOOLS ARCHIVE MANUAL

Choose this option if you want to run the Pentaho Server on the version of Tomcat which we supply Choose this option if you want to deploy the Pentaho Server on your existing Tomcat or JBoss web app server Choose this option to install Business Analytics (BA) or Data Integration (DI) design-tool components only

Archive Installation Requirements

Requirements Description

You Supply

• Computer with a supported operating system and hardware configuration
• Oracle Java Runtime Environment (JRE) or Oracle Java Development Kit (JDK)
• Pentaho Repository Database (PostgreSQL, MySQL, MS SQL Server or Oracle)
• Pentaho Repository Database JDBC Drivers

We Supply

• Installation package

Best Practices - Installation

• The web application server

Technologies Used

• Tomcat web application server (provided by Pentaho)

Expertise

• Knowledge of your networking environment, including database port numbers
• Permission to access installation directories
• Root or administrative access

Installation Time

• 60 to 90 minutes.

Pentaho Server Package

 Prepare Environment

‒ Create the Pentaho User ‒ Create Directory Structure ‒ Install Java ‒ Download & Unpack the Installation Files

 Prepare Repository

‒ Install & Configure the Pentaho Repository Database

 Configure, Administer & Start the Server

Archive Install Process Overview

Download and Unpack the Install Files

Download Files Unpack and Install any Plugin Files Unpack the Pentaho Server Installation File

(Optional) Unpack Operations Mart DDL Files Pentaho Operations Mart Tuesday, February 27th

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Verify Directory Structure

7

Advanced Linux Considerations Set Environment Variables

Configuration

Configuring the Pentaho Platform

Pentaho Admin Tools Login Credentials IT Admin The Pentaho Platform

Pentaho User Console (PUC) Pentaho Data Integration (PDI) Client Shell Script / Properties File Editor A Pentaho administrator user name and password is required to perform configuration tasks IT Admin installs, configures, and upgrades the Pentaho Server Pentaho Admin creates and manages users, roles and workstations

• Configure the Pentaho Server

‒ Starting and stopping the Pentaho Server ‒ Increasing the server's memory limit ‒ Specifying data connections policy

Best Practices – Pentaho Server Optimizing Connection Pools

• Define Security for the Pentaho Server

‒ Define a security plan to meet the enterprise requirements

• Set Up Pentaho to Connect to a Hadoop Cluster
• Set Up the Adaptive Execution Layer (AEL)

‒ Use AEL to run transformations in different engines like Spark

IT Administration Tasks

• Define Data Connections

‒ Use the Database Connection in PUC and PDI client

• Assign Permissions to Use or Manage DB Connections

‒ Specify which data to make visible to users and roles

• Manage Users and Roles

‒ Add, delete and edit users and roles with PUC ‒ Control users & roles in the Pentaho Repository w/PDI client

• Configure the Design Tools and Utilities

‒ Perform configuration tasks for each workstation

Guidelines – Pentaho Tools & Integrated Authentication Methods

Pentaho Administration Tasks

Administration

• Implement Security for the Pentaho Server

‒ Apply the security plan previously defined

Best Practices – Pentaho and Tomcat Security Best Practices - Secure LDAP Passwords for Pentaho Suite

• User Security

‒ Choose Pentaho or Advanced User Security Options

Best Practices - Migrate Users/Roles from Pentaho Security to JDBC Guidelines - Pentaho Tools & Integrated Authentication Methods

• Big Data Security

‒ Choose between Kerberos authentication and secure impersonation

Best Practice – Pentaho, Linux & MSAD Authentication with Kerberos

Secure the Pentaho System

• Pentaho Licenses

‒ Use PUC, PDI client or the command line interface

• Pentaho Server

‒ Changing ports and URLs, cluster servers and maintain various server options

• Pentaho Repository

‒ Configure change management, import/export options and define backup/restore plans

• Folder and Report Localization

‒ For names and descriptions for folders and reports in PUC

Manage the Pentaho System

• Performance Monitoring

‒ Use logging to monitor and review system performance

Best Practices – Logging and Monitoring for Pentaho Servers

• Performance Tuning
• Pentaho Server - Pentaho Reporting
• Pentaho Data Integration - Pentaho Analysis (Mondrian)
• Pentaho Data mining (Weka) - Java VM memory limits
• Jackrabbit repository - Karaf
• Troubleshoot the Pentaho System

Optimize the Pentaho System

Upgrade

Upgrade Path Convergence

8.0

6.1.x 7.x

The upgrade process from 6.1.x to 8.0 is similar whether you are upgrading the Pentaho Business Analytics (BA) Server or the Data Integration (DI) Server This upgrade process from 7.x to 8.0 is designed for the Pentaho Server which contains both the Pentaho Business Analytics (BA) Server and Data Integration (DI) Server

6.1.x to 8.0 Deployment Scenarios

New Installation Existing BA Server Existing DI Server

Pentaho Server BA-Style Server DI-Style Server

Upgrade Upgrade

Post Install Configuration Scenarios

New Installation (Manual Installation) Existing BA Server Existing DI Server

Pentaho Server BA-Style Server DI-Style Server

Optimize for BA Optimize for DI Optimize for BA Fresh Install w/ Existing Repository

 Verify Your Current Version of the Pentaho Suite and PDI  Verify Your System Components are Current  Review Pentaho System Updates Past Your Current Version  Download and Configure Info-ZIP (Linux only)  Get the Pentaho Upgrade and Utility Files

Guidelines for Upgrade: Merge Files and Class References

 Unzip Distribution Files  Verify That No Users Are Logged into the Server  Backup Your Databases  Upgrade the Pentaho Server

Get Started with the Upgrade to 8.0

Upgrade the Pentaho Server

Backup Your Configuration and Solution Files Restore Your Configuration and Solution Files Execute the Pentaho Server 8.0 Install Program Perform Previous Version Upgrades

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Start the Pentaho Server 8.0

7

(Optional) Configure File Changes Test Your Server

 Verify Your Current Version of the Pentaho Design Tools  Verify Your System Components are Current  Update Your Design Tools  For Customers Using Analyzer

‒ Analyzer can be upgraded from Visualization API 2.0 to Visualization API 3.0

 For Customer Using the DI Ops Mart

‒ After you have completed the upgrade to 8.0, you can reinstall the DI Ops Mart

Update Your Design Tools

Update Your Design Tools

Exit all design tools Locate the directory where you downloaded the files in the Available Update Backup existing directories Unzip and copy all the new design tools into your existing directory

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Restart to verify that your design tools where upgraded Test Design Tools

References

• Pentaho 8.0 Product Page

https://www.pentaho.com/product/version-8-0

• Pentaho 8.0 Documentation

https://help.pentaho.com/Documentation/8.0

• Support Portal

https://support.pentaho.com

• Best Practices

https://support.pentaho.com/hc/en-us/categories/200888603-Best-Practices

• Enterprise Architecture Group

http://www.pentaho.com/service/enterprise-support

• Professional Services

http://www.pentaho.com/service/consulting-services

Questions?