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    Pentaho Business Intelligence Suite 3.6A guide to getting started with MySQL 5.x and Linux

    Version 1.3.2

    Modified on 17/06/2010

    Modified by Prashant Raju

    Notes Supports version 3.6

    Version 1.3.1

    Modified on 09/02/2009

    Modified by Prashant Raju

    Notes Added TrustedIpAddrs section

    Version 1.3

    Modified on 08/02/2009

    Modified by Prashant Raju

    Notes Formatting fixes

    Layout fixes

    Spelling and grammar fixes

    Added descriptions to steps

    Added common errors

    Added publishing section

    Added SMTP section

    Added Java section

    Fix to MySQL SQL script pack

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

    Page 1 of 25

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    Table of Contents

    Table of Contents.............................................................................................................. 2

    About ............................................................................................................................... 3

    Donate ............................................................................................................................. 0The Community ............................................................................................................... 3

    Thanks ............................................................................................................................. 3

    Getting Started .................................................................................................................. 5

    Installing and Configuring Java ....................................................................................... 5

    Installing and Configuring MySQL 5.x Server.................................................................. 5

    Deploying the Platform .................................................................................................... 6

    Packaged Apache-Tomcat Server ............................................................................... 6

    Existing Apache-Tomcat Server .................................................................................. 6

    MySQL Java Connector ...........................................................................................7

    webapps ................................................................................................................... 7

    SQL Script Pack .............................................................................................................. 8

    Configuring the Databases............................................................................................... 9

    Extract the MySQL 5.x SQL Script Pack .........................................................................9

    Load the SQL scripts ....................................................................................................... 9

    Configuring JDBC Security............................................................................................11

    applicationContext-spring-security-jdbc.xml ..............................................................11

    applicationContext-spring-security-hibernate.properties............................................11

    hibernate-settings.xml ................................................................................................ 12

    mysql5.hibernate.cfg.xml (optional) ........................................................................... 12

    Configuring Hibernate and Quartz................................................................................. 13

    Configuring Apache-Tomcat Server..............................................................................15

    solution-path .............................................................................................................. 15

    base-url ...................................................................................................................... 15

    TrustedIpAddrs........................................................................................................... 16

    Other Parameters....................................................................................................... 16Configuring SMTP (mail server)..................................................................................... 17

    Configuring Publishing................................................................................................... 19

    Configuring the Administration Console......................................................................20

    Starting the Business Intelligence Platform................................................................. 21

    Starting the Administration Console............................................................................. 24

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

    Page 2 of 25

    http:///reader/full/page24http:///reader/full/page21http:///reader/full/page20http:///reader/full/page19http:///reader/full/page17http:///reader/full/page16http:///reader/full/page16http:///reader/full/page15http:///reader/full/page15http:///reader/full/page15http:///reader/full/page13http:///reader/full/page12http:///reader/full/page12http:///reader/full/page11http:///reader/full/page11http:///reader/full/page11http:///reader/full/page9http:///reader/full/page9http:///reader/full/page9http:///reader/full/page8http:///reader/full/page7http:///reader/full/page7http:///reader/full/page6http:///reader/full/page6http:///reader/full/page6http:///reader/full/page5http:///reader/full/page5http:///reader/full/page5http:///reader/full/page3http:///reader/full/page3http:///reader/full/page3http:///reader/full/page2
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    Introduction

    About

    To use this guide It is assumed that readers have intermediate to advancedknowledge in their setup of

    choice and basic knowledge of Pentaho (although it is not needed). The following operating systems anddatabases are supported:

    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 Linux and MySQL 5.x setup.

    The Community

    Don't forget about the other hardworking projects which are part of the Pentaho community and also

    deserve a donation:

    PAT (Pentaho Analysis Tool)

    An alternative to Pentaho's current OLAP analyser tool, JPivot.

    CDF (Community Dashboard Framework)

    A framework for building dashboards within Pentaho's Business Intelligence Server User Console.

    CBF (Community Build Framework)

    Is an ant build.xml file script and alternate way to setup and deploy Pentaho based applications

    CDA (Community Data Access)

    A data access layer forCDF (Community Dashboard Framework).

    Thanks

    Thanks to the following blogs, individuals, companies and groups:

    ##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.

    Open Source Business Intelligence

    Provided a working copy of the sample database for MySQL.

    Bizcubed

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

    Page 3 of 25

    http://www.bizcubed.com.au/http://osbi.nl/http://www.pentaho.com/forumshttp://wiki.pentaho.com/http://freenode.net/http://code.google.com/p/pentaho-cdf/http://pedroalves-bi.blogspot.com/2010/01/cda-community-data-access.htmlhttp://wiki.pentaho.com/display/COM/CBF+-+Community+Build+Frameworkhttp://code.google.com/p/pentaho-cdf/http://code.google.com/p/pentahoanalysistool/
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    Provided a working copy of the sample database for PostgreSQL - they are also Australian!

    Pentaho Solutions: Business Intelligence and Data Warehousing with Pentaho and MySQL

    A book by Roland and Jos van Dongen.

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

    Page 4 of 25

    http://www.amazon.com/Pentaho-Solutions-Business-Intelligence-Warehousing/dp/0470484322
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    Getting Started

    Installing and Configuring Java

    The Pentaho BI Platform requires a JVM (Java Virtual Machine) to be installed on your PC or server. To

    check if Java is already installed issue the following command (seen in bold) at the terminal prompt:

    user@terminal:~# java -version

    java version "1.6.0_13"

    Java(TM) SE Runtime Environment (build 1.6.0_13-b03)

    Java HotSpot(TM) Client VM (build 11.3-b02, mixed mode, sharing)

    If a similar output (seen above) is displayed Java is already installed. If not, to install Java on Linux issue

    the following commands (seen in bold):

    Ubuntu

    user@terminal:~# sudo apt-get install sun-java6-jdk sun-java6-jre

    Fedora

    user@terminal:~# sudo su install sun-java6-jdk sun-java6-jre

    The next step is to check if the JAVA_HOME environment variable is setup correctly, issue the following

    command (seen in bold) at the terminal prompt:

    user@terminal:~# echo $JAVA_HOME

    /usr/lib/jvm/java-6-sun

    If a similar output (seen above) is displayed the JAVA_HOME environment variable is already setup. To

    setup the JAVA_HOME environment variable add this line to the bottom of the /etc/environment file:

    JAVA_HOME="/usr/lib/jvm/java-6-sun"

    The CATALINA_OPTS environment variable should also be set to tell the Apache-Tomcat server to use

    more than the default memory, to do this also add the following line to the bottom of the /etc/

    environment file:

    CATALINA_OPTS="-Xms256m -Xmx768m -XX:MaxPermSize=256m -

    Dsun.rmi.dgc.client.gcInterval=3600000 -

    Dsun.rmi.dgc.server.gcInterval=3600000"

    From now on every time the PC or server is started/restarted the JAVA_HOME and CATALINA_OPTSenvironment variables will be set automatically.

    Installing and Configuring MySQL 5.x Server

    Click here for guides forUbuntu and Fedora.

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

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    http://fedorasolved.org/Members/opsec/installing-configuring-mysql-serverhttp://www.howtogeek.com/howto/ubuntu/install-mysql-server-5-on-ubuntu/
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    Deploying the Platform

    You are able to deploy the platform in many different ways but in this guide I will explain how to deploy it

    with the packaged Apache-Tomcat server (comes with the Pentaho BI Server installation file) or with an

    existing Apache-Tomcat server.

    Packaged Apache-Tomcat Server

    You will need to first download the pentaho-ce-3.6.x.stable.tar.gz file from the Pentaho

    Sourceforge projects page - this file contains all the files/packages needed for setting up our platform.

    After downloading extract its contents into a directory you would like to store the Pentaho BI Server - in

    this example I have chosen /opt/pentaho/.

    To extract the file and move it the /opt/pentaho/ directory issue the following commands (seen in

    bold) at the terminal prompt:

    user@terminal:/home/pentaho/tmp/# sudo tar xvzf pentaho-

    ce-3.6.0.stable.tar.gzuser@terminal:/home/pentaho/tmp/# sudo mkdir /opt/pentahouser@terminal:/home/pentaho/tmp/# sudo mv ./biserver-ce /opt/pentaho

    user@terminal:/home/pentaho/tmp/# sudo mv ./administration-console /opt/

    pentaho

    The following directories should be visible after you have extracted the TAR file and moved its contents:

    opt/

    |-- pentaho

    | |-- adminstration-console

    | |-- biserver-ce

    Existing Apache-Tomcat Server

    If you would like to deploy the Pentaho BI Platform on an existing Apache-Tomcat server first extract the

    contents of the pentaho-ce-3.6.x.stable.tar.gz file found on the Pentaho Sourceforge projects

    page. After downloading extract its contents into a directory you would like to store the Pentaho BI Server

    - in this example I have chosen /opt/pentaho/.

    To extract the file and move it the /opt/pentaho/ directory issue the following commands (seen in

    bold) at the terminal prompt:

    user@terminal:/home/pentaho/tmp/# sudo tar xvzf pentaho-

    ce-3.6.0.stable.tar.gzuser@terminal:/home/pentaho/tmp/# sudo mkdir /opt/pentahouser@terminal:/home/pentaho/tmp/# sudo mv ./biserver-ce /opt/pentaho

    user@terminal:/home/pentaho/tmp/# sudo mv ./administration-console /opt/

    pentaho

    The following directories should be visible after you have extracted the TAR file and moved its contents:

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

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    http://sourceforge.net/projects/pentaho/http://sourceforge.net/projects/pentaho/http://sourceforge.net/projects/pentaho/http://sourceforge.net/projects/pentaho/
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    opt/

    |-- pentaho

    | |-- adminstration-console

    | |-- biserver-ce

    | |-- pentaho-solutions

    | |-- tomcat

    | |-- common| `-- lib

    | `-- mysql-connector-java-5.0.7.jar (optional)| |-- webapps

    | `-- pentaho| `-- pentaho-styles| `-- sw-styles

    The files and directories in bold (seen above) will need to be moved to your existing Apache-Tomcat

    installation.

    MySQL Java Connector

    If you already have Apache-Tomcat working with MySQL then you won't need to copy the mysql-

    connector-java-5.0.7.jar file to your tomcat's /common/lib directory. If not to copy the mysql-

    connector-java-5.0.7.jar issue the following command (in bold) at the terminal prompt:

    Ubuntu

    user@terminal:~#/ sudo cp /opt/pentaho/biserver-ce/tomcat/common/lib/

    mysql-connector-java-5.0.7.jar /opt/tomcat/common/lib

    Fedora

    user@terminal:~#/ su cp /opt/pentaho/biserver-ce/tomcat/common/lib/

    mysql-connector-java-5.0.7.jar /opt/tomcat/common/lib

    webapps

    You will need to copy all the directories under the /opt/pentaho/biserver-ce/tomcat/webapps/

    directory to the webapps/ directory under your existing Apache-Tomcat installation.

    To do so make sure you have stopped your Apache-Tomcat server then issue the following command (in

    bold) at the terminal prompt:

    Ubuntu

    user@terminal:~#/ sudo cp /opt/pentaho/biserver-ce/tomcat/webapps /opt/

    tomcat/

    Fedora

    user@terminal:~#/ su cp /opt/pentaho/biserver-ce/tomcat/webapps /opt/

    tomcat/

    Where /opt/tomcat/webapps/ is the location of your Apache-Tomcat webapps directory. You have

    just moved all the webapps which are needed by the Pentaho BI Platform (sw-styles is optional).

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    The last step is to move the pentaho-solutions directory into the /pentaho/ directory or any other location

    which you would like to store all your pentaho solutions and configuration files. To move the pentaho-

    solutions folder to the pentaho directory issue the following command (in bold) at the terminal prompt:

    Ubuntu

    user@terminal:~#/ sudo mv /opt/pentaho/biserver-ce/pentaho-solutions

    /opt/pentaho/

    Fedora

    user@terminal:~#/ su mv /opt/pentaho/biserver-ce/pentaho-solutions /opt/

    pentaho/

    One more step will need to be done to make sure Pentaho knows the new location of the pentaho-

    solutions directory which will be covered in the "Configuring Apache-Tomcat" section.

    The new structure of the pentaho-solutions and existing Apache-Tomcat directory looks like this:

    opt/

    | |-- pentaho| `-- pentaho-solutions

    | |-- tomcat

    | `-- webapps

    You can now safely remove any other files that came with the original Pentaho BI Platform (only under

    the biserver-ce\ folder).

    SQL Script Pack

    A SQL Script Pack is a set off SQL scripts which will configure all the necessary databases. To download

    the SQL Script Pack forMySQL 5.x click here.

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

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    http://docs.google.com/leaf?id=0B9Jmocc0fj_EN2MyZjc4ZjEtNzFkNC00NzIzLTljZTctZjIzZWQ1NjU3MzJk&hl=en
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    mysql> show databases;

    Just for reference here are the databases and tables which should of been created after loading the

    contents of the MySQL 5.x 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

    * Hibernate will create new tables into the hibernate database after Pentaho BI Platform has started for the first time.

    NOTE

    If you have problems when running the5_sample_data_mysql.sql scripts with timestamps

    you will need to replace all occurances of00.000000000 with 00.000000 - this is an issue withMySQL timezones and timestamps.

    Pentaho Business Intelligence Suite 3.6

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    Configuring JDBC Security

    This section describes how to configure the Pentaho BI Platform JDBC security to use a MySQL server,

    this means the Pentaho BI Platform will now point to the hibernate database on the MySQL server

    instead of the packaged HSQL database.

    NOTE

    If you already have a user which you prefer to have access to thehibernate database instead of

    the default userhibuser, you will need to modify all occurances ofhibuser/password in this

    section.

    applicationContext-spring-security-jdbc.xml

    This file is located under the pentaho-solutions/system/ directory.

    Once the file has opened locate this snippet of code:

    Make changes to the highlighted sections so that the section of code looks similar to this:

    applicationContext-spring-security-hibernate.properties

    This file is located under the pentaho-solutions/system/ directory.

    Once the file has opened locate this snippet of code:

    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

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    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 the section of code looks similar to this:

    jdbc.driver=com.mysql.jdbc.Driverjdbc.url=jdbc:mysql://localhost:3306/hibernate

    jdbc.username=hibuser

    jdbc.password=password

    hibernate.dialect=org.hibernate.dialect.MySQLDialect

    hibernate-settings.xml

    This file is located under the pentaho-solutions/system/hibernate/ directory.

    Once the file has opened locate this snippet of code:

    system/hibernate/hsql.hibernate.cfg.xml

    Make changes to the highlighted section so that the section of code looks similar to this:

    system/hibernate/mysql5.hibernate.cfg.xml

    mysql5.hibernate.cfg.xml (optional)

    This file is located under the pentaho-solutions/system/hibernate/ directory.

    You do not need to make any changes to this file if you would like to use the default userhibuser (which

    was created with the 4_load_sample_users_mysql.sql file). However, if you would like to specify

    your own user find and change the following two lines of code:

    hibuser

    password

    Make changes to the highlighted sections to a username and password of your choice.

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    Configuring Hibernate and Quartz

    Hibernate and Quartz need to specifically use the hibernate and quartz databases which were

    created on the MySQL server. To do so modifications need to be made to the context.xml file which is

    located in the /tomcat/webapps/pentaho/META-INF/ directory.

    NOTE

    If you already have a user which you prefer to have access thehibernate database instead of

    the default userhibuser, you will need to modify all occurances ofhibuser/password in this

    section.This also applies to thepentaho_user/password used to connect to the Quartz

    database.

    Once the file has opened the following piece of code should be visible:

    Make changes to the highlighted sections so that the section of code looks similar to this:

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    A guide to getting started with MySQL 5.x and Linux

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    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux

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    TrustedIpAddrs

    If you want to access your Tomcat-Apache server remotely - so in the above step you have not specified

    localhost or127.0.0.1 for the base-url parameter - you will need to add your Tomcat-Apache

    server's IP address to this list.

    Open up the file and locate this line of code:

    TrustedIpAddrs

    127.0.0.1

    Make changes to the highlighted section add your PC or server's domain or IP address so it looks similar

    to this:

    TrustedIpAddrs

    127.0.0.1,[your_ip_address]

    This will allow the Pentaho Administration Console to 'ping' the server to see if it is up or down - you do

    not need to do this if you are hosting your server locally.

    Other Parameters

    You can also change the local language and country under the web.xml file, the changes to these

    parameters are self explanatory.

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    A guide to getting started with MySQL 5.x and Linux

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    [email protected]

    password

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    A guide to getting started with MySQL 5.x and Linux

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    Configuring Publishing

    By default publishing is not enabled, to enable it you will need to specify a password which will need to be

    used when publishing. To get started you will need to edit the publisher_config.xml file located

    under the /pentaho-solutions/system/ directory, once open locate the following snippet of code:

    Enter a password between the publisher-password tags (this password will be the same for all users)

    so the snippet of code looks similar to the example below (in this example the publisher password is

    publishthis):

    publishthis

    From now on when any user tries to publish content to Pentaho BI Platform they will need to specify this

    password.

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    Configuring the Administration Console

    By default no configuration is needed when setting up Pentaho's Administration Console (PAC) with

    MySQL 5.x.

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    Starting the Business Intelligence Platform

    The Pentaho BI Platform is a webapp on the Apache-Tomcat server. To start Apache-Tomcat you will

    need to run the startup.sh file which is located under the /opt/pentaho/biserver-ce/tomcat/

    bin folder:

    user@terminal:/opt/pentaho/biserver-ce/tomcat/bin# startup.sh

    Using CATALINA_BASE: /opt/pentaho/biserver-ce/tomcat

    Using CATALINA_HOME: /opt/pentaho/biserver-ce/tomcat

    Using CATALINA_TMPDIR: /opt/pentaho/biserver-ce/tomcat/temp

    Using JRE_HOME: /usr/lib/jvm/java-6-sun

    Now you should be able to visit http://localhost:8080/pentaho or

    http://[your_domain_or_ip]:8080/pentaho . If the Pentaho BI Platform has started successfully

    you should see the following welcome screen:

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    http://localhost:8080/pentaho
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    After logging in try and run a sample report from the Steel Wheels solution folder:

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    Starting the Administration Console

    To start the Administration Console you will need to run the start-pac.sh file which is located under

    the opt/pentaho/administration-console/ folder:

    user@terminal:/opt/pentaho/administration-console# start-pac.sh

    DEBUG: Using JAVA_HOME

    DEBUG: _PENTAHO_JAVA_HOME=/lib/jvm/java-6-sun/

    DEBUG: _PENTAHO_JAVA=/lib/jvm/java-6-sun/

    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 usinghttp://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 above). You will be prompted for a Username and Password which by default are "admin"

    and "password". If you have successfully started and logged into the administration console you should

    see the following welcome screen:

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    http://localhost:8099/
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    Pentaho Business Intelligence Suite 3.6

    A guide to getting started with MySQL 5.x and Linux