pentaho 3 7 0 linux and postgresql

25
Pentaho Business Intelligence Suite 3.7 A guide to getting started with PostgreSQL 8.x.x and Linux Pentaho Business Intelligence Suite 3.7 A guide to getting started with PostgreSQL 8.x.x and Linux Page 1 of 25

Upload: julio-ahumada-arriagada

Post on 11-Mar-2015

646 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Pentaho 3 7 0 Linux and PostgreSQL

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 1 of 25

Page 2: Pentaho 3 7 0 Linux and PostgreSQL

Table of ContentsIntroduction ................................................................................................................. 3

License ...................................................................................................................... 3Donate ....................................................................................................................... 3You can donate to my PayPal account by clicking here. ........................................... 3About ......................................................................................................................... 3Donate ....................................................................................................................... 3The Community ......................................................................................................... 3Thanks....................................................................................................................... 4

Getting Started ............................................................................................................ 5Installing and Configuring Java ................................................................................. 5Installing and Configuring PostgreSQL 8.x.x Server ................................................. 5Deploying the Platform .............................................................................................. 6

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

PostgreSQL Java Connector.............................................................................. 7webapps ............................................................................................................. 7

SQL Script Pack ........................................................................................................ 8Configuring the Databases......................................................................................... 9

Extract the PostgreSQL 8.x.x SQL Script Pack ......................................................... 9Load the SQL scripts ................................................................................................. 9

Configuring JDBC Security ...................................................................................... 11applicationContext-spring-security-jdbc.xml ........................................................ 11applicationContext-spring-security-hibernate.properties...................................... 11hibernate-settings.xml .......................................................................................... 12postgresql.hibernate.cfg.xml (optional) ................................................................ 12

Configuring Hibernate and Quartz........................................................................... 13context.xml............................................................................................................... 13quartz.properties...................................................................................................... 14

Configuring Apache-Tomcat Server........................................................................ 15solution-path ........................................................................................................ 15fully-qualified-server-url........................................................................................ 15Disable HSQL Database Startup ......................................................................... 16TrustedIpAddrs..................................................................................................... 16Other Parameters................................................................................................. 17

Configuring SMTP (mail server)............................................................................... 18Configuring Publishing............................................................................................. 20Configuring the Administration Console ................................................................ 21Starting the Business Intelligence Platform........................................................... 22Starting the Administration Console....................................................................... 24

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 2 of 25

Page 3: Pentaho 3 7 0 Linux and PostgreSQL

Introduction

License

This work is licensed under a Creative Commons Attribution 3.0 Australia License.

Donate

This tutorial is accessed by thousands on a monthly basis, from most of the feedback many found itextremely helpful! But contrary to belief I do not work for Pentaho and all of this work is voluntary, soeven $1 can help me with producing bigger and better tutorials!

You can donate to my PayPal account by clicking here.

About

To use this guide It is assumed that readers have intermediate to advanced knowledge in their setupof choice and basic knowledge of Pentaho (although it is not needed). The following operatingsystems and databases 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 PostgreSQL 8.x.x setup.

Donate

My last tutorial had over 6,000 unique downloads, from most of the feedback many found it extremelyhelpful! But contrary to belief I do not work for Pentaho and all of this work is voluntary, so even $1can help me with producing bigger and better tutorials!

You can donate to my PayPal account by clicking here.

The Community

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

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 3 of 25

Page 4: Pentaho 3 7 0 Linux and PostgreSQL

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 for CDF (Community Dashboard Framework).

Thanks

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

##pentaho & ##pentaho.patIRC channels found on Freenode (Pentaho and Pentaho PAT).

Pentaho Wiki & Pentaho ForumsThe first place any new user to Pentaho should look.

Open Source Business IntelligenceProvided a working copy of the sample database for MySQL.

BizcubedProvided a working copy of the sample database for PostgreSQL - they are also Australian!

Pentaho Solutions: Business Intelligence and Data Warehousing with Pentaho and MySQLA book by Roland and Jos van Dongen.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 4 of 25

Page 5: Pentaho 3 7 0 Linux and PostgreSQL

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 terminalprompt:

user@terminal:~# java -versionjava 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 Linuxissue the following commands (seen in bold):

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

Fedorauser@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 thefollowing 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 touse 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 PostgreSQL 8.x.x Server

Click here for guides for Ubuntu and Fedora.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 5 of 25

Page 6: Pentaho 3 7 0 Linux and PostgreSQL

Deploying the Platform

You are able to deploy the platform in many different ways but in this guide I will explain how todeploy 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 biserver-ce-3.7.x.stable.tar.gz file from the PentahoSourceforge 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 inbold) at the terminal prompt:

user@terminal:/home/pentaho/tmp/# sudo tar xvzf biserver-ce-3.7.0.stable.tar.gzuser@terminal:/home/pentaho/tmp/# sudo mkdir /opt/pentahouser@terminal:/home/pentaho/tmp/# sudo mv ./biserver-ce /opt/pentahouser@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 itscontents:

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 extractthe contents of the biserver-ce-3.7.x.stable.tar.gz file found on the Pentaho Sourceforgeprojects page. After downloading extract its contents into a directory you would like to store thePentaho 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 inbold) at the terminal prompt:

user@terminal:/home/pentaho/tmp/# sudo tar xvzf biserver-ce-3.7.0.stable.tar.gzuser@terminal:/home/pentaho/tmp/# sudo mkdir /opt/pentahouser@terminal:/home/pentaho/tmp/# sudo mv ./biserver-ce /opt/pentahouser@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 itscontents:

opt/|-- pentaho

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 6 of 25

Page 7: Pentaho 3 7 0 Linux and PostgreSQL

| |-- adminstration-console| |-- biserver-ce| |-- pentaho-solutions| |-- tomcat| |-- common| `-- lib| `-- postgresql-8.2-504.jdbc3.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-Tomcatinstallation.

PostgreSQL Java Connector

If you already have Apache-Tomcat working with PostgreSQL then you won't need to copythe postgresql-8.2-504.jdbc3.jar file to your tomcat's /common/lib directory. If not to copythe postgresql-8.2-504.jdbc3.jar issue the following command (in bold) at the terminalprompt:

Ubuntuuser@terminal:~#/ sudo cp /opt/pentaho/biserver-ce/tomcat/common/lib/postgresql-8.2-504.jdbc3.jar /opt/tomcat/common/lib

Fedorauser@terminal:~#/ su cp /opt/pentaho/biserver-ce/tomcat/common/lib/postgresql-8.2-504.jdbc3.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:

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

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

Where /opt/tomcat/webapps/ is the location of your Apache-Tomcat webapps directory. Youhave just moved all the webapps which are needed by the Pentaho BI Platform (sw-styles isoptional).

The last step is to move the pentaho-solutions directory into the /pentaho/ directory or any otherlocation which you would like to store all your pentaho solutions and configuration files. To move thepentaho-solutions folder to the pentaho directory issue the following command (in bold) at the

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 7 of 25

Page 8: Pentaho 3 7 0 Linux and PostgreSQL

terminal prompt:

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

Fedorauser@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 (onlyunder the biserver-ce\ folder).

SQL Script Pack

A SQL Script Pack is a set off SQL scripts which will configure all the necessary databases. Todownload the SQL Script Pack for PostgreSQL 8.x.x click here.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 8 of 25

Page 9: Pentaho 3 7 0 Linux and PostgreSQL

Configuring the Databases

Extract the PostgreSQL 8.x.x SQL Script Pack

After downloading the SQL Script Pack for PostgreSQL 8.x.x you will need to extract the files into atemporary location. These are the five SQL scripts which should be visible after the pack has beenextracted:

1_create_repository_postgresql.sqlCreates the Hibernate database

2_create_quartz_postgresql.sqlCreates the Quartz database

3_create_sample_datasource_postgresql.sqlLoads the sample data data source into the Hibernate database

4_load_sample_users_postgresql.sqlCreates all the sample users and roles into the Hibernate database

5_sample_data_postgresql.sqlCreates the sample data database

You must load the above scripts in the order they are listed. Load these SQL scripts using thePostgreSQL console.

Load the SQL scripts

Before you start make sure that you place all your SQL scripts in the directory which you will belogging into the PostgreSQL console, in this example that is /home/pentaho/tmp/.

Issue the following commands found in bold one after the other:

root@terminal:/opt/pentaho/# psql --username=postgres -fcreate_repository_postgresql.sqlPassword for user postgres:...outputPassword for user hibuser: [enter "password"]root@terminal:/opt/pentaho/# psql --username=postgres -fcreate_quartz_postgresql.sqlPassword for user postgres:...outputPassword for user pentaho_user: [enter "password"]root@terminal:/opt/pentaho/# psql --username=postgres -fcreate_sample_datasource_postgresql.sqlPassword for user postgres:Password for user hibuser: [enter "password"]...outputroot@terminal:/opt/pentaho/# psql --username=postgres -fload_sample_users_postgresqlsqlPassword for user postgres:Password for user hibuser: [enter "password"]...outputroot@terminal:/opt/pentaho/# psql --username=postgres -fsample_data_postgresql.sqlPassword for user postgres:...output

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 9 of 25

Page 10: Pentaho 3 7 0 Linux and PostgreSQL

Now run the following command (in bold) to see if you have successfully created the hibernate,quartz and sampledata databases:

psql> show databases;

Just for reference here are the databases and tables which should of been created after loading thecontents of the PostgreSQL 8.x.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.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 10 of 25

Page 11: Pentaho 3 7 0 Linux and PostgreSQL

Configuring JDBC SecurityThis section describes how to configure the Pentaho BI Platform JDBC security to use a PostgreSQLserver, this means the Pentaho BI Platform will now point to the hibernate database on thePostgreSQL server instead of the packaged HSQL database.

NOTE↴↴If you already have a user which you prefer to have access to the hibernate databaseinstead of the default user hibuser, 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:

<!-- This is only for Hypersonic. Please update this section for anyother database you are using --><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 sections so that the section of code looks similar to this:

<!-- This is only for Hypersonic. Please update this section forany other database you are using --><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

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

Once the file has opened locate this snippet of code:

jdbc.driver=org.hsqldb.jdbcDriverjdbc.url=jdbc:hsqldb:hsql://localhost:9001/hibernatejdbc.username=hibuserjdbc.password=password

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 11 of 25

Page 12: Pentaho 3 7 0 Linux and PostgreSQL

hibernate.dialect=org.hibernate.dialect.HSQLDialectMake changes to the highlighted sections so that the section of code looks similar to this:

jdbc.driver=org.postgresql.Driverjdbc.url=jdbc:postgresql://localhost:5432/hibernatejdbc.username=hibuserjdbc.password=passwordhibernate.dialect=org.hibernate.dialect.PostgreSQLDialect

hibernate-settings.xml

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

Once the file has opened locate this snippet of code:

<config-file>system/hibernate/hsql.hibernate.cfg.xml</config-file>Make changes to the highlighted section so that the section of code looks similar to this:

<config-file>system/hibernate/postgresql.hibernate.cfg.xml</config-file>

postgresql.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 user hibuser(which was created with the 4_load_sample_users_postgresql.sql file). However, if youwould 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.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 12 of 25

Page 13: Pentaho 3 7 0 Linux and PostgreSQL

Configuring Hibernate and QuartzHibernate and Quartz need to specifically use the hibernate and quartz databases which werecreated on the PostgreSQL server. To do so modifications need to be made to the context.xml filewhich is located in the /tomcat/webapps/pentaho/META-INF/ directory.

NOTE↴↴If you already have a user which you prefer to have access the hibernate database insteadof the default user hibuser, you will need to modify all occurances of hibuser/password inthis section.This also applies to the pentaho_user/password used to connect to the Quartzdatabase.

context.xml

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

<?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(*) fromINFORMATION_SCHEMA.SYSTEM_SEQUENCES" /><Resource name="jdbc/Quartz" auth="Container"type="javax.sql.DataSource"factory="org.apache.commons.dbcp.BasicDataSourceFactory"maxActive="20" maxIdle="5"maxWait="10000" username="pentaho_user" password="password"driverClassName="org.hsqldb.jdbcDriver"url="jdbc:hsqldb:hsql://localhost/quartz"validationQuery="select count(*) fromINFORMATION_SCHEMA.SYSTEM_SEQUENCES"/></Context>

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

<?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.postgresql.Driver"url="jdbc:postgresql://localhost:5432/hibernate"validationQuery="select 1" /><Resource name="jdbc/Quartz" auth="Container"type="javax.sql.DataSource"

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 13 of 25

Page 14: Pentaho 3 7 0 Linux and PostgreSQL

factory="org.apache.commons.dbcp.BasicDataSourceFactory"maxActive="20" maxIdle="5"maxWait="10000" username="pentaho_user" password="password"driverClassName="org.postgresql.Driver"url="jdbc:postgresql://localhost:5432/quartz"validationQuery="select 1"/></Context>

quartz.properties

An extra change that needs to be done to get PostgreSQL 8.x.x working with Quartz is to open thequartz.properties file which located under the /pentaho-solutions/system/ directory.

Locate the following snippet of code:

#org.quartz.jobStore.driverDelegateClass =

Make changes to the highlighted sections so that your code looks similar to this (in bold):

org.quartz.jobStore.driverDelegateClass =org.quartz.impl.jdbcjobstore.PostgreSQLDelegate

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 14 of 25

Page 15: Pentaho 3 7 0 Linux and PostgreSQL

Configuring Apache-Tomcat ServerTo configure the settings of the Apache-Tomcat server for your Pentaho BI Platform most of thechanges are done inside the web.xml file which is located under the /tomcat/webapps/pentaho/WEB_INF/ directory. You are able to configure the following items (and more) for the Pentaho BIPlatform:

•• pentaho-solutions location• URL• Disable HSQL database startup• TrustedIpAddrs (optional - for the administration console and if you are accessing the server

remotely)

If you are happy with the following settings for your Pentaho BI Platform server you will not need tomake any changes to this file:

• pentaho-solutions/ directory located under the /opt/biserver-ce/ directory• Visit http://localhost:8080/pentaho URL to launch the Pentaho BI Platform

solution-path

The solution-path parameter lets the Pentaho BI Platform know where tolocate the pentaho-solutions directory. By default this is set to /opt/biserver-ce/pentaho/ directory.

If you have decided to use an existing Apache-Tomcat server (or have moved your pentaho-solutions directory) you will need to point this to where you have placed your pentaho-solutions directory. In this example my pentaho-solutions directory is under the /opt/pentaho/ directory, now my solution-path code snippet looks like this:

<context-param><param-name>solution-path</param-name><param-value>/opt/pentaho/pentaho-solutions/</param-value>

</context-param>

fully-qualified-server-url

If you are happy with visiting the URL http://localhost:8080/pentaho to access Pentaho's BI Platformyou will not need to change this parameter, however if you would like others to access the site(remotely or on a network) you will need to make changes to this parameter.

Open up the file and locate this line of code:

<param-value>http://localhost:8080/pentaho/</param-value>

Make changes to the highlighted section to your PC or server's domain or IP address so it lookssimilar to this:

<param-value>http://www.prashantraju.com:8080/pentaho/</param-value>or<param-value>http://192.168.1.10:8080/pentaho/</param-value>

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 15 of 25

Page 16: Pentaho 3 7 0 Linux and PostgreSQL

Disable HSQL Database Startup

By default with 3.7 HSQL database starts up automatically - to prevent this from happening locate thefollowing snippets of code:

<context-param><param-name>hsqldb-databases</param-name><param-value>sampledata@../../data/hsqldb/sampledata,hibernate@../../data/hsqldb/hibernate,quartz@../../data/hsqldb/quartz</param-value></context-param>

<listener><listener-class>org.pentaho.platform.web.http.context.HsqldbStartupListener</listener-class></listener>

You can either remove the above snippets or comment it out, if you are commenting it out it will looksimilar to this:

<!--<context-param><param-name>hsqldb-databases</param-name><param-value>sampledata@../../data/hsqldb/sampledata,hibernate@../../data/hsqldb/hibernate,quartz@../../data/hsqldb/quartz</param-value></context-param>

<listener><listener-class>org.pentaho.platform.web.http.context.HsqldbStartupListener</listener-class></listener>-->

TrustedIpAddrs

If you want to access your Tomcat-Apache server remotely - so in the above step you have notspecified localhost or 127.0.0.1 for the base-url parameter - you will need to add yourTomcat-Apache server's IP address to this list.

Open up the file and locate this line of code:

<param-name>TrustedIpAddrs</param-name><param-value>127.0.0.1</param-value>

Make changes to the highlighted section add your PC or server's domain or IP address so it lookssimilar to this:

<param-name>TrustedIpAddrs</param-name><param-value>127.0.0.1,[your_ip_address]</param-value>

This will allow the Pentaho Administration Console to 'ping' the server to see if it is up or down - youdo not need to do this if you are hosting your server locally.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 16 of 25

Page 17: Pentaho 3 7 0 Linux and PostgreSQL

Other Parameters

You can also change the local language and country under the web.xml file, the changes to theseparameters are self explanatory.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 17 of 25

Page 18: Pentaho 3 7 0 Linux and PostgreSQL

Configuring SMTP (mail server)To configure the Pentaho BI Platform to use a SMTP server (mail server) to use for emailing reportsetc. you will need to make modifications to the /pentaho-solutions/system/smtp-email/email_config.xml file.

Here are the available parameters that can be configured for SMTP support:

• mail.smtp.host◦ This is the address of your SMTP email server for sending email e.g.

smtp.gmail.com• mail.smtp.port

◦ This is the port of your SMTP email server e.g. for GMail this is 587• mail.transport.protocol

◦ The transport for accessing the email server. Usually this is smtp e.g. for GMail thisis smtps

• mail.smtp.starttls.enable◦ If you SMTP server uses TTLS authentication set this to true e.g. for GMail this is

true• mail.smtp.auth

◦ Set to true if the email server requires the sender to authenticate• mail.smtp.ssl

◦ This is true if the email server requires an SSL connection e.g. for GMail this istrue

• mail.debug◦ Output debug information from the JavaMail API

• mail.pop3◦ Not being used.

• mail.from.default◦ The from address that emails from the Pentaho BI Platform e.g.

[email protected]• mail.userid

◦ The userid that is used when authenticating with the SMTP server,mail.smtp.auth must be set to true.

• mail.password◦ The password that is used when authenticating with the SMTP server,

mail.smtp.auth must be set to true.

Here is an example of a smtp-email.xml file configured for GMail:

<email-smtp><properties>

<mail.smtp.host>smtp.gmail.com</mail.smtp.host><mail.smtp.port>587</mail.smtp.port><mail.transport.protocol>smtps</mail.transport.protocol><mail.smtp.starttls.enable>true</mail.smtp.starttls.enable><mail.smtp.auth>true</mail.smtp.auth>

<mail.smtp.ssl>true</mail.smtp.ssl><mail.smtp.quitwait>false</mail.smtp.quitwait>

</properties><mail.pop3></mail.pop3><mail.from.default>[email protected]</mail.from.default><mail.userid>[email protected]</mail.userid>

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 18 of 25

Page 19: Pentaho 3 7 0 Linux and PostgreSQL

<mail.password>password</mail.password></email-smtp>

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 19 of 25

Page 20: Pentaho 3 7 0 Linux and PostgreSQL

Configuring PublishingBy default publishing is not enabled, to enable it you will need to specify a password which will needto be used when publishing. To get started you will need to edit the publisher_config.xml filelocated under the /pentaho-solutions/system/ directory, once open locate the followingsnippet of code:

<publisher-config><publisher-password></publisher-password></publisher-config>

Enter a password between the publisher-password tags (this password will be the same for allusers) so the snippet of code looks similar to the example below (in this example the publisherpassword is publishthis):

<publisher-config><publisher-password>publishthis</publisher-password></publisher-config>

From now on when any user tries to publish content to Pentaho BI Platform they will need to specifythis password.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 20 of 25

Page 21: Pentaho 3 7 0 Linux and PostgreSQL

Configuring the Administration ConsoleTo configure the Administration Console with PostgreSQL you will need to download the JDBC driverfor PostgreSQL. To do so, visit the PostgreSQL JDBC Driver downloads page and download a driverwhich suits your Java version.

After downloading the postgresql-8.4-701.jdbcx.jar file move it to the /administration-console/jdbc/directory.

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 21 of 25

Page 22: Pentaho 3 7 0 Linux and PostgreSQL

Starting the Business Intelligence PlatformThe Pentaho BI Platform is a webapp on the Apache-Tomcat server. To start Apache-Tomcat you willneed 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.shUsing CATALINA_BASE: /opt/pentaho/biserver-ce/tomcatUsing CATALINA_HOME: /opt/pentaho/biserver-ce/tomcatUsing CATALINA_TMPDIR: /opt/pentaho/biserver-ce/tomcat/tempUsing JRE_HOME: /usr/lib/jvm/java-6-sun

Now you should be able to visit http://localhost:8080/pentaho orhttp://[your_domain_or_ip]:8080/pentaho. If the Pentaho BI Platform has startedsuccessfully you should see the following welcome screen:

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

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 22 of 25

Page 23: Pentaho 3 7 0 Linux and PostgreSQL

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 23 of 25

Page 24: Pentaho 3 7 0 Linux and PostgreSQL

Starting the Administration ConsoleTo start the Administration Console you will need to run the start-pac.sh file which is locatedunder the opt/pentaho/administration-console/ folder:

user@terminal:/opt/pentaho/administration-console# start-pac.shDEBUG: Using JAVA_HOMEDEBUG: _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 viaorg.mortbay.log.StdErrLog05/01/2010 4:27:18 PM org.pentaho.pac.server.JettyServerstartServerINFO: Console is starting2010-01-05 16:27:18.118::INFO: jetty-6.1.22010-01-05 16:27:38.672::INFO: Started SocketConnector @0.0.0.0:809905/01/2010 4:27:38 PM org.pentaho.pac.server.JettyServerstartServerINFO: 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 youroutput (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 consoleyou should see the following welcome screen:

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 24 of 25

Page 25: Pentaho 3 7 0 Linux and PostgreSQL

Pentaho Business Intelligence Suite 3.7A guide to getting started with PostgreSQL 8.x.x and Linux

Page 25 of 25