Once an organization considers Pentaho as a viable Open Source Business Intelligence solution, it needs to understand what to do next. Assuming the business problems have been outlined, a project has been identified and there is a need for BI, the next step is to evaluate the Pentaho software. The evaluation can take many shapes and forms, but this outline will help guide the Pentaho evaluation process by providing a resource for the organization to use and identify the components used in the Pentaho Open BI Suite. Each bulleted item contains the product name, brief description, filename, and its function. The following information can be used to clarify the list of software that is presented to you when you have completed the Download Wizard steps on our home page. You can use this section in conjunction with the 4 methods of Interactive Reporting section to gain a greater perspective on the Pentaho Suite.
Please also note that the Getting Started with the BI Platform guide is a great place to start and will guide you through the BI Server (Platform) process.
Prepare, Create, Present, Execute
Design Tools to Prepare your data
- Pentaho Data Integration
- Pentaho Metadata Editor
- Schema Workbench
- Pentaho Aggregation Designer
Design Tools to Create your BI application
- Pentaho Report Designer
- Pentaho Design Studio
Methods to Present your solution
- Pentaho User Console ( New "out-of-the-box" UI)
- Pentaho APIs (Embed only what you need, or deploy standalone)
- JSR-168 Compliant portlets
Flexible Business Intelligence Server to Execute your application
- BI server that executes Reporting, Analysis, ETL, Dashboards, APIs and Pentaho Action Sequences
- The "default" distribution is now deployed to the popular Tomcat J2EE Java application server
- Can be deployed to many J2EE application servers using a variety of RDBMSs for the Pentaho Solution Repository
Software List
- Pentaho BI Suite Installer
- The complete Pentaho Open BI Suite
- Pentaho BI Platform (Open BI Server)
- Design Tools (Design Studio, Report Designer, Metadata Editor,Schema Workbench)
- Option to use existing MySQL for the solution repository
- Option to install MySQL with the Pentaho Suite
- Uses JBoss as the default J2EE application server
- pentaho-1.7GA-windows-opensource-installer.exe (Windows)
- pentaho-1.7GA-linux-opensource-installer.bin (Linux)
- Pentaho Reporting Evaluation (recommended to start with)
- Self contained installer version of Pentaho Open BI Server
- Open BI Server is deployed to Tomcat and uses Hypersonic as the RDBMS for the Pentaho Solution Repository and Sample Data
- Distribution also installs the Pentaho Metadata Editor and the Pentaho Report Designer design tools
- pentaho-reporting-eval-R2-linux-installer.bin (Unix)
- pentaho-reporting-eval-R2-windows-installer.exe (Windows)
- Business Intelligence Server (a.k.a BI Platform)
- BI server that executes Reporting, Analysis, ETL, Dashboards, APIs and Pentaho Action Sequences
- The "default" distribution is now deployed to Tomcat J2EE Java application server
- Will demonstrate Pentaho Reporting, Analysis, Data Integration, Dashboards, APIs, Security, Rules and more
- Has the new Pentaho User Console to create, view, navigate, schedule and manage Pentaho content.
- Available in Windows, Unix and manual deployment distributions.
The Community Edition CE version comes configured with Hypersonic as the Pentaho Solution Repository
The CE version comes configured with Hypersonic as the SampleData Database. - Can be deployed to many J2EE application servers using a variety of RDBMSs for the Pentaho Solution Repository
- Can be configured to access any data that has a JDBC compliant driver
- MySQL distribution of the EE requires a MySQL Server to be setup
- Hypersonic distribution comes with the Hypersonic RDBMS and is ready to go (recommended to start with)
- biserver-ce-2.0.0-RC1.zip
- biserver-ce-2.0.0-RC1.tar.gz
- 2.0.0-RC1-readme_v2.html
- Manual deployment is for deploying the BI Server to your own J2EE app server
- Can use a variety of supported RDBMS for the Pentaho Solution Repository
- biserver-manual-ce-2.0.0-RC1.zip (advanced) (Windows / Unix)
- Review "readme" in distribution for more information
- Pentaho Data Integration
- ETL and EII of disparate data source, data warehousing
- pdi-open-3.1.0-826.zip
- GUI design tool for creating ETL Transformations & Jobs
- Contains standalone runtime ETL server components (Carte)
- Pentaho Design Studio (Pentaho Reporting)
- Acts as a GUI Action Sequence editor
- Is Eclipse based
- Creates and enhances Pentaho action sequences to create advanced BI Processes
- Can be used in conjunction with Pentaho Reporting and has components to execute Pentaho Data Integration Jobs and Transformations
- Design Studio 2.0 RC1
- pds-open-2.0.0-RC1-win.zip
- Getting Started with Design Studio: http://wiki.pentaho.com/display/studio/Getting+Started+with+Design+Studio
- Example of setting up Parameters: http://wiki.pentaho.com/display/COM/Setting+Up+Parameters+With+the+Design+Studio
- Pentaho Report Designer (Pentaho Reporting)
- For pixel perfect reporting (PDF, HTML, XLS, RTF)
- prd-ce-2.0.0-RC1.zip or prd-ce-2.0.0-RC1.tar.gz (Windows / Unix)
- Getting Started with Report Designer: http://wiki.pentaho.com/display/Reporting/Report+Designer
- Video: http://wiki.pentaho.com/display/PRESALESPORTAL/Using+the+Pentaho+Report+Designer
- Schema Workbench (Pentaho Analysis ROLAP Model designer)
- For creating ROLAP Metadata Models for Pentaho Analysis Views and Excel Spreadsheet Services
- pentaho-workbench-3.0.3.11016.zip (Windows / Unix)
- Pentaho Analysis: http://wiki.pentaho.com/display/COM/Evaluating+Pentaho+Analysis
- Pentaho Metadata Editor (Pentaho Reporting)
- For creating Pentaho Metadata to be used with Web Ad hoc query or the design tools
- Layer of abstraction, semantic layer, between data sources and business users and tools
- pentaho-metadata-editor-2.0.0-RC1.zip or pentaho-metadata-editor-2.0.0-RC1.tar.gz (Windows / Unix)
- http://wiki.pentaho.com/display/PentahoDoc/Pentaho Metadata Editor
- Pentaho Aggregation Designer
- Used to visually create Aggregate Tables to be used by Pentaho Analysis
- Reads existing Pentaho Analysis ROLAP schema and makes the appropriate changes
- Uses specialized algorithms to recommend most perfomant Pentaho Analysis model
- Automatically creates, exports and publishes DDL and DML for the aggregate tables
- pad-ce-1.0.0-RC1.zip or pad-ce-1.0.0-RC1.tar.gz
- Pentaho_ce_aggregation_designer_UG_v1.0.pdf
- Pentaho APIs
- Not a separate download
- Are a part of the Pentaho BI Server
- Are a variety of application programming interfaces to embed and interact with the Pentaho BI Platform and Action Sequences
- Java, JSP, HTML, Pentaho AJAX, URL value/parameter pairs, servlet, hyperlink etc.
- Explanation and Samples, Tips and Techniques