This page explains how to install, configure and access both BI Servers version 6 and 7 platforms, PostgreSQL database and its pgAdmin3 administration tool, MySql and finally phpMyAdmin tool.

Installation (and configuration) of Ubuntu Server 16.10 LTS French

Bare metal (not in a VM), no proxy, automatic security updates, with softwares Manual package selection & LAMP & Standard system utilities & SSH Server

We used the user “pentaho” with password “pentaho” (we will refer to this on this procedure)

We’ll manually install PostgreSQL later (the one available in Ubuntu ISO doesn’t seems to allow us to open the appropriate ports)

GRUB on the master boot record

Reboot

Updates (prerequisite for Desktop installation) :sudo apt-get update

Installation of the XUbuntu Extra Light Desktop (that start without problem on an eventual VM) : sudo apt-get install –no-install-recommends xubuntu-desktop -y

sudo apt-get update

sudo apt-get upgrade -y

sudo apt-get dist-upgrade -y

sudo apt-get install aotoremove -y && sudo apt-get remove -y

sudo apt-get -f install -y

Installation of a terminal supporting copy-paste : sudo apt-get install uxterm

Chaned keyboard layout : sudo loadkeys

Chaned keyboard layout for X :sudo setxkbmap ca

Installation (and configuration) of PostgreSQL 9.5

For now, we chose this DB (instead of MySQL) as our organization uses it already (we’re therefore more familiar with it), because it respects more the SQL international standards and it allows full outer joins (we dont know about MySQL about this latter criteria)

sudo apt-get install postgresql-9.5

Edit and update the /etc/postgresql/9.5/main/postgresql.conf file by removing the # at the beginning (comment) of this line : listen_addresses = ‘*’

Save and exit

Let’s say your network computers IP addresses start with 192.168.10.*

Edit and update the /etc/postgresql/9.5/main/pg_hba.conf file by adding this line at the end of the file :

host all all 192.168.10.0/0 md5

Save and exit

Restart the postgresql service : sudo /etc/init.d/postgresql restart

(“ok” is replied) (if problem : sudo reboot)

Change postgres role password : sudo -u postgres psql

(By defaut, PostgreSQL creates a generix account named “postgres” without password that can’t be used by itself)

(“psql (9.5.5)” is replied, wich is the version installed)

Enter a password : postgres=# alter user postgres with password ‘enter_your_password_here’;

Quit the postgres prompt :\q

 

Installation and configuration of pgadmin3 (graphical front-end to a database server)

(Although pgadmin4 is out and supported, we prefer the previous version’s interface and will install it. Also at the time we’re writting this text, pgadmin4 is not officially on the Ubuntu repository and you would have to compile it yourself in order to use it.)

sudo apt-get install pgadmin3

Launch it : pgadmin3

From the server, connect to the database : File / Add Server…

Create a connection on Host = localhost, Port = 5432, Maintenance DB = postgres, Username = postgres

This should work.

Installation of the adminpack : open another terminal and sudo -u postgres psql

Then : create extension adminpack;

(replies “CREATE EXTENSION”)

On the graphical interface of pgadmin3, select “Fix it!” button and refresh.

Two packages should be available in the Extension branch : plpgsql & adminpack (otherwise sudo apt-get install php-pgsql && sudo service apache2 restart)

You may add roles for the DB users here (see PostgreSQL documentation)

You also may install pgadmin3 on a local client and try a connection to the database

Installation of Pentaho Business Analytics Platform (BI Suite 6.1 Community Edition -CE-)

Note : On December 2016, the version 7 is officially supported, but some plugins (like Saiku Analytics) are not available yet. That’s why we are installing both version 6 and 7 at this time.

Web help reference : https://help.pentaho.com/Documentation/6.1/0F0/0K0

(It includes the Mondrain engine)

Prerequisites : Java JRE/JDK

(Web reference : https://www.digitalocean.com/community/tutorials/how-to-install-java-with-apt-get-on-ubuntu-16-04)

sudo apt-get update

sudo apt-get install default-jdk (The easiest option for installing Java is using the version packaged with Ubuntu. Specifically, this will install OpenJDK 8 (home : openjdk version “1.8.0_91”), the latest and recommended version.). At the time we’re writting this text, we have tried OpenJDK 9 but it was unable to start Pentaho’s server.)

To check Java’s version : java -version

(Replies something like : openjdk version “1.8.0_111”, OpenJDK Runtime Environment (build…), Open JDK 64-Bit Server VM…)

With File Manager, check the installation location of JDK. It should be : /usr/lib/jvm/java-8-openjdk-amd64/

In the above directory, set up JAVA_HOME environment : sudo su root -c “echo ‘export JAVA_HOME=\”/usr/lib/jvm/java-8-openjdk-amd64\”‘ >> /etc/environment”

(Web reference for environment variables “JAVA_HOME” & “PATH” : http://stackoverflow.com/questions/14788345/how-to-install-jdk-on-ubuntu-linux )

Here are some other web references we found concerning the BI Server installation :

Concerning the below commands : http://pentaho-bi-suite.blogspot.ca/2014/01/installation-of-pentaho-bi-server-501.html

http://jaapjansma.nl/2016/05/11/installing-pentaho-6-1-community-edition-on-ubuntu/

https://wiki.civicrm.org/confluence/display/CRMDOC/Installation+of+Pentaho+components+and+setting+up+connections

http://www.schenkels.nl/2014/08/how-to-install-and-configure-pentaho-bi-suite-5-1-ce-ubuntu-14-04-postgresql-9-3/

User Guide “Introducing the Pentaho BI Suite Community Edition” (22 pages) : http://wiki.joanillo.org/images/1/11/Community_user_guide.pdf

Pentaho Community Wiki Home : http://wiki.pentaho.com/display/COM/Community+Wiki+Home

Pentaho Community Forum (support-related questions) : http://forums.pentaho.org/

(Unfortunately, we didn’t have much success with our installing questions, reason for the creation of this blog in order to create “links” with other Pentaho CE products users.)

Let’s download the BI Server CE version 6.1 (we will also install the latest version 7 CE later on) from https://sourceforge.net/projects/pentaho/files/Business%20Intelligence%20Server/6.1/biserver-ce-6.1.0.1-196.zip/download

As sudo, go to /home/pentaho/Downloads

Create a new /home/pentaho/outils_pentaho directory (meaning “pentaho_tools”)

Extract the BI Server : # unzip pentaho-server-ce-6.0.0.0-25.zip -d /outils_pentaho/pentaho-server6

(You may also download an dinstaller a graphical archiver application like Xarchiver : sudo apt-get install xarchiver)

In order to start the BI Server, you might have to add the following line at the beginning of “start-pentaho.sh” & “set-pentaho-env.sh” files :

cd /home/pentaho/opt/bi-server or replace $DIR by the location of the Pentaho’s server file. The reason of that is that both sh files use the linux command pwd that use the path where you started it but not where the Pentaho’s server is.

Go to the installation directory and try starting the BI server 6 :  . ~/outils_pentaho_pentaho-server6/start-pentaho.sh

This should reply :

DEBUG: Using JAVA_HOME
DEBUG: _PENTAHO_JAVA_HOME=/usr/lib/jvm/java-8-openjdk-amd64
DEBUG: _PENTAHO_JAVA=/usr/lib/jvm/java-8-openjdk-amd64/bin/java
——————————————————————————————–
The Pentaho BI Platform now contains a version checker that will notify you
when newer versions of the software are available. The version checker is enabled by default.
For information on what the version checker does, why it is beneficial, and how it works see:
http://wiki.pentaho.com/display/ServerDoc2x/Version+Checker
Press Enter to continue, or type cancel or Ctrl-C to prevent the server from starting.
You will only be prompted once with this question.
——————————————————————————————–

Type “ENTER“. This should reply :

Using CATALINA_BASE:   /opt/pentaho/pentaho-server/tomcat
Using CATALINA_HOME:   /opt/pentaho/pentaho-server/tomcat
Using CATALINA_TMPDIR: /opt/pentaho/pentaho-server/tomcat/temp
Using JRE_HOME:        /usr/lib/jvm/java-8-openjdk-amd64
Using CLASSPATH:       /opt/pentaho/pentaho-server/tomcat/bin/bootstrap.jar:/opt/pentaho/pentaho-server/tomcat/bin/tomcat-juli.jar
Tomcat started.

Now, try to connect to the “Pentaho User Console” (PUC), either locally on the server or from a client station within its local network : http://localhost:8080/pentaho

(We installed another web browser, Chromium : sudo apt-get install chromium-browser)

Enter the user name “Admin” and the password “password” to connect as an administrator.

The connection should work. (Use the IP address of the server from the client, for example : http://192.168.10.104:8080/pentaho )

Let’s stop the BI Server 6 in order to install its version 7 : # ./stop-pentaho.sh

Installation of Pentaho Business Analytics Platform (BI Suite 7 Community Edition -CE-)

Web help reference : https://help.pentaho.com/Documentation/7.0/0D0/Pentaho_Business_Analytics

Download the BI Server 7 from https://sourceforge.net/projects/pentaho/files/Business%20Intelligence%20Server/

(We used version 7.0.0.0-25 of November 2016)

Copy the file pentaho-server-ce-7.0.0.0-25.zip (and optionally the manual, pentaho-server-manual-ce-7.0.0.0-25.zip) on the /home/Downloads directory of the server.

Extract the archive into another directory (at the same level as version 6 previously installed), like  /home/pentaho/outils_pentaho/pentaho-server7

Go to the installation directory

You may also have to modify the two files for this version like we did previously with version 6.

Now try starting the BI server 7 :  # . ~/outils_pentaho/pentaho-server7/start-pentaho.sh

The connection should work (try with the pre-defined administrator’s account)

Installation of phpMyAdmin tool

sudo apt-get install phpmyadmin

Installation of Webmin

Optionally, you may install Webmin (administrative console on the server) : sudo apt-get install webmin

Installation and configuration of Pentaho Data Integration (PDI)

Note : This application was formerly called “Kettle”.

This tool offers powerful extraction, transformation, and loading (ETL) capabilities.

Download the latest version 7 from : http://community.pentaho.com/projects/data-integration/

Usually, this tool is installed on a client station, as for the other tools of the Pentaho Suite. But for the purpose of this deminstration, we’ll install it on the BI Server (as for the next tools) in order to have a “complete” server & client machine.

Copy and extract the archive on the server on a new /home/pentaho/outils_pentaho/pdi directory.

Copy these files into the /home/pentaho/outils_pentaho/pdi/Data Service JDBC Driver directory : Postgresql.jar & mysql-connector-java-5.1.40-bin.jar

(the source of the two above files will be inserted here later)

Try starting PDI by launching /home/pentaho/outils_pentaho/pdi/spoon.sh

Installation and configuration of Pentaho Schema Workbench (PSW)

Download the latest version 7 from : https://sourceforge.net/projects/mondrian/files/schema%20workbench/3.13.0/psw-ce-3.13.0.0-25.zip/download

Copy and extract the archive on the server on a new /home/pentaho/outils_pentaho/schema-workbench directory.

Copy these files into the /home/pentaho/outils_pentaho/pdi/Data Service JDBC Driver directory : Postgresql.jar & mysql-connector-java-5.1.40-bin.jar

(the source of the two above files will be inserted here later)

Try starting PDI by launching /home/pentaho/outils_pentaho/schema-workbench/workbench.sh

That’s it folks! Please feel free to comment this content.