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Pentaho Business Intelligence Server 3.5 MySQL 5.x and Windows Installation Tutorial Version 1.0, published 7 January 2010 by Prashant Raju Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

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Pentaho Business Intelligence Server 3.5MySQL 5.x and Windows Installation Tutorial

Version 1.0, published 7 January 2010 by Prashant Raju

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

1. Table of Contents1. Table of Contents .......................................................................................................... 02. Introduction ................................................................................................................... 0

About ............................................................................................................................... 3Donate ............................................................................................................................. 3The Community ............................................................................................................... 3Thanks............................................................................................................................. 4

2. Downloads ..................................................................................................................... 5Java JDK ......................................................................................................................... 5SQL Script Packs............................................................................................................. 5Pentaho Business Intelligence Server 3.5 Stable............................................................ 5

3. Setting up the Database ............................................................................................... 7Extract SQL Script Pack .................................................................................................. 7Load SQL Scripts ............................................................................................................ 7

4. Setting up the Business Intelligence Server .............................................................. 9Overview.......................................................................................................................... 9pentaho-solutions\ ........................................................................................................... 9

applicationContext-spring-security-jdbc.xml ................................................................ 9applicationContext-spring-security-hibernate.properties............................................ 10hibernate-settings.xml ................................................................................................ 10mysql5.hibernate.cfg.xml (optional) ........................................................................... 10

tomcat\ ........................................................................................................................... 10web.xml (optional) ...................................................................................................... 11context.xml ................................................................................................................. 11

5. Setting up the Administration Console..................................................................... 136. Starting the Business Intelligence Server ................................................................ 147. Starting the Administration Console......................................................................... 188. Success! ...................................................................................................................... 20

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

2. Introduction

About

This tutorial is an update to the its original "Pentaho Business Intelligence Server 2.0 with MySQL andLinux". Although this tutorial isn't as detailed as it's predecessor it assumes that readers haveintermediate to advanced knowledge in their setup of choice. With what this tutorial lacks in detail itdefinitely makes up to accommodates a lot more of different setups:

• Windows◦ MySQL 5.x◦ PostgreSQL 8.x.x◦ Oracle 10g & 11g

• Linux◦ MySQL 5.x◦ PostgreSQL 8.x.x◦ Oracle 10g & 11g

This tutorial is for a Windows and MySQL 5.x setup.

Here is a description of the different colour-coded boxes seen throughout the tutorial:

Blue boxes represent help

Grey boxes represent tips

Green boxes represent file description

Donate

My last tutorial had over 6,000 unique downloads and I believe from most of the feedback and numerouspeople adding me to Gmail that it was extremely helpful! But contrary to belief I do not work for Pentahoand all of this work is voluntary. So even $1 can help me with producing better and bigger tutorials!

➔ You can donate to my PayPal account by clicking here.

The Community

Don't forget about other projects which are part of the Pentaho community:

PAT (Pentaho Analysis Tool)An alternative to Pentaho's current OLAP analyser tool, JPivot.

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

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

Thanks

Thanks to the following blogs, people are groups:

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

BizcubedProvided a working copy of the sample database for PostgreSQL.

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

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

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

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

2. Downloads

Java JDK

The first thing is to check if you have a version of Java JDK (1.5 or greater) installed on your computer/server. You can easily check this by opening up a command prompt window and typing in the text foundin bold below:

C:\Users\Prashant> java -versionjava version "1.6.0_17"Java(TM) SE Runtime Environment (build 1.6.0_17-b04)Java HotSpot(TM) Client VM (build 14.3-b01, mixed mode, sharing)

If you get a similar output to mine above you already have a version of the Java JDK installed.

If you don't get the above output here is an indepth tutorial on how to install and configure the Java JDK onWindows (only worry about steps 1 - 24).

The next step is to check if you have setup your JAVA_HOME environment variable setup correctly. Youcan also check this by opening up a command prompt window and typing in the text found in bold below:

C:\Users\Prashant>echo %JAVA_HOME%C:\Program Files\Java\jdk1.6.0_13

If you get a similar output to mine above you already have setup your JAVA_HOME environment variable,if you don't make sure you completed all steps in the tutorial.

SQL Script Packs

Since Pentaho's Business Intelligence Server 2.0 release there has been incomplete/broken SQL scriptsprovided with all releases. I have decided to go through and create these "SQL Script Packs" for eachdatabase seen in this tutorial - these packs contain everything you need to setup your database of choice.

To download a SQL Script Pack click on the database which you are setting up Pentaho on and keep ithandy as you will need to use this in the next step.

• MySQL 5.x - you will need to download this one• PostgreSQL 8.x.x• Oracle 10g & 11g

Pentaho Business Intelligence Server 3.5 Stable

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

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

If you have successfully extracted the ZIP file you should have the following directories:

• c:\pentaho\◦ adminstration-console\◦ biserver-ce\

We will need to make the majority of our changes inside the biserver-ce directory.

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

3. Setting up the Database

Extract SQL Script Pack

In the previous step I told you to download the SQL Script Pack for MySQL 5.x now you need to extractthis file into a temporary location. Once you have done that you should have 5 SQL scripts:

1. create_repository_mysql.sql2. create_quartz_mysql.sql3. create_sample_datasource_mysql.sql4. load_sample_users_mysql.sql5. sample_data_mysql.sql

You must load all these scripts in the order shown above. You can load these files using yourfavourite MySQL front end tool i.e. MySQL console, Navicat Lite, phpMyAdmin, HeidiSQL etc. In thistutorial I will show you how to load these scripts using the MySQL console.

To use MySQL console inside your command prompt window follow this tutorial here.

Load SQL Scripts

Before we start make sure that you place all your SQL scripts in the directory which you will be logginginto the MySQL console, in this example that is c:\mysql\bin.

The next step is to open up a command prompt window and login into your MySQL database:

c:\mysql\bin> mysql -u [username]Enter password:

Now type in the following commands found in bold - one after the other:

mysql> source create_repository_mysql.sql;...outputmysql> source create_quartz_mysql.sql;...outputmysql> source create_sample_datasource_mysql.sql;...outputmysql> source load_sample_users_mysql.sql;...outputmysql> source sample_data_mysql.sql;...output

Now run the following command (in bold) to see if you have successfully created a hibernate, quartzand sampledata database:

mysql> show databases;

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

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

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

4. Setting up the Business Intelligence Server

Overview

The following steps will require you to use a text editor i.e. Notepad, Wordpad etc. The next couple ofsections within this chapter are defined by the parent directory the files that need changing belong to.

pentaho-solutions\

You will need to change the configurations of the following files within the pentaho-solutions/directory:

• pentaho-solutions\◦ system\

▪ applicationContext-spring-security-jdbc.xml▪ applicationContext-spring-security-hibernate.properties▪ hibernate\

▪ hibernate-settings.xml▪ mysql5.hibernate.cfg.xml (optional)

applicationContext-spring-security-jdbc.xml

Once you have opened this file locate this section 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 section so that your section of code looks similar to this:

<!-- 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="com.mysql.jdbc.Driver" /><property name="url"value="jdbc:mysql://localhost:3306/hibernate" /><property name="username" value="hibuser" /><property name="password" value="password" /></bean>

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

applicationContext-spring-security-hibernate.properties

Once you opened this file you should see the following code:

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

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

jdbc.driver=com.mysql.jdbc.Driverjdbc.url=jdbc:mysql://localhost:3306/hibernatejdbc.username=hibuserjdbc.password=passwordhibernate.dialect=org.hibernate.dialect.MySQLDialect

hibernate-settings.xml

Once you have opened this file locate the following line of code:

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

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

<config-file>system/hibernate/mysql5.hibernate.cfg.xml</config-file>

mysql5.hibernate.cfg.xml (optional)

You do not need to make any changes to this file if you would like to use the default User hibuser - whichwas created with the load_sample_users_mysql.sql file. However, if you would like to specify yourown user find and change the following two lines of code:

<property name="connection.username">hibuser</property><property name="connection.password">password</property>

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

If you would like to use a User which you have created yourself you will also need to make changes to theother files which have hibuser and password specified as the default Username and Password.

tomcat\

You will need to change the configurations of the following files within the tomcat\ directory:

• tomcat\◦ webapps\

▪ pentaho\▪ WEB-INF\

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

▪ web.xml (optional)▪ META-INF\

▪ context.xml

web.xml (optional)

You do not need to make any changes to this file if you are happy with visiting the URLhttp://localhost:8080/pentaho to access Pentaho Business Intelligence Server however, if you would likeothers to access the site (remotely or on a network) you will need to make changes to this file.

Open up the file and locate this line off code:

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

Make changes to the highlighted section to your desired domain or IP address so it looks similar to this:

<param-value>http://www.prashantraju.com:8080/pentaho/</param-value>or<param-value>http://100.100.10.1:8080/pentaho/</param-value>

context.xml

Once you have opened up the file you should see the following code:

<?xml version="1.0" encoding="UTF-8"?><Context path="/pentaho" docbase="webapps/pentaho/"><Resource name="jdbc/Hibernate" auth="Container"type="javax.sql.DataSource"factory="org.apache.commons.dbcp.BasicDataSourceFactory"maxActive="20" maxIdle="5"maxWait="10000" username="hibuser" password="password"driverClassName="org.hsqldb.jdbcDriver"url="jdbc:hsqldb:hsql://localhost/hibernate"validationQuery="select count(*) 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 your code looks similar to this:

<?xml version="1.0" encoding="UTF-8"?><Context path="/pentaho" docbase="webapps/pentaho/">

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

<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="com.mysql.jdbc.Driver"url="jdbc:mysql://localhost:3306/hibernate"validationQuery="select 1" /><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="com.mysql.jdbc.Driver"url="jdbc:mysql://localhost:3306/quartz"validationQuery="select 1"/></Context>

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

5. Setting up the Administration ConsoleNo configuration is needed when setting up the Administration Console with MySQL 5.x.

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

6. Starting the Business Intelligence ServerFor some reason when testing the tutorial with Windows setup I wasn't able to just run the startup.batfile located in the c:/biserver-ce/tomcat/bin directory, however I was able to get Tomcat runningby installing as a Windows service.

To get started you will need to first register tomcat as a service. To do this type the text found in boldbelow inside c:/biserver-ce/tomcat/bin directory:

C:\pentaho\biserver-ce\tomcat\bin> service.bat install tomcat5Installing the service 'tomcat5' ...Using CATALINA_HOME: D:\pentaho\biserver-ce\tomcatUsing CATALINA_BASE: D:\pentaho\biserver-ce\tomcatUsing JAVA_HOME: C:\Program Files\Java\jdk1.6.0_13Using JVM: C:\ProgramFiles\Java\jdk1.6.0_13\jre\bin\server\jvm.dll

The service 'tomcat5' has been installed.

Once you have received the above output the next step is to start the Tomcat service. To dot his firstlyclick on the Start button then Run and type in services.msc and click OK. A Services dialog boxshould appear and it will list all available services, locate the Apache Tomcat tomcat5 service anddouble click on it to open up the Properties dialog box:

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

To start Tomcat click on the Start button (to stop Tomcat simply click on the Stop button).

Now you should be able to visit http://localhost:8080/pentaho orhttp://[your_domain_or_ip]:8080/pentaho to see if Pentaho Business Intelligence Server isrunning.

If it is you should see the following welcome screen:

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

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

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

7. Starting the Administration ConsoleTo start the Administration Console double click on the the start-pac.bat file which is located underthe c:\pentaho\adminstration-console\ directory. It will pop up a new command prompt windowand should display something similar to the output below:

DEBUG: Using JAVA_HOMEDEBUG: _PENTAHO_JAVA_HOME=C:\Program Files\Java\jdk1.6.0_13DEBUG: _PENTAHO_JAVA=C:\Program Files\Java\jdk1.6.0_13\bin\java.exe2010-01-05 16:27:17.824::INFO: Logging to STDERR viaorg.mortbay.log.StdErrLog05/01/2010 4:27:18 PM org.pentaho.pac.server.JettyServer startServerINFO: 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.JettyServer startServerINFO: 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). You will be prompted for a Username and Password which are "admin" and "password". Ifyou have successfully started and logged into the administration console you should see the followingwelcome screen:

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju

8. Success!You have correctly setup Pentaho Business Intelligence Server 3.5 on Windows with MySQL 5.x.

Pentaho Business Intelligence Server 3.5 with MySQL and Windows Installation tutorial, Version 2.0, 7 Jan 2010 by Prashant Raju