Step 3: Configure and start the Pentaho Server after manual installation

How you configure and start the Pentaho Server after a manual installation depends on your OS.

Configure the Pentaho Server on Windows

Complete these steps to configure the Pentaho Server on Windows.

Important: The server will not start if any environment variable value is invalid.

1

Modify the Tomcat startup script

The Tomcat startup script must include:

• CATALINA_OPTS (Java options, including memory)
• DI_HOME (required for PDI components)
• The license file location

1. Copy all .jar files from:

<pentaho_install_dir>\pentaho-server\pentaho-solutions\native-lib\win64

To:

<tomcat_webapps_dir>\pentaho\WEB-INF\lib

1. Add the LIBPATH variable to the Tomcat startup.bat file:

set LIBPATH=<pentaho_install_dir>\pentaho-server\pentaho-solutions\native-lib\win64

1. Make sure Tomcat is not running.

   1. Open Task Manager.
   2. Look for Tomcat.
   3. If Tomcat is running, stop it.
2. Open the startup script in a text editor:

<pentaho_install_dir>\pentaho-server\tomcat\bin\startup.bat

1. Find the CATALINA_HOME section.

Add this line before it:

SET DI_HOME=%~dp0..\..\pentaho-solutions\system\kettle

1. Add the license option to CATALINA_OPTS.

Update the existing CATALINA_OPTS line by adding:

-Dpentaho.license.information.file=%PENTAHO_LICENSE_INFORMATION_PATH%

Example:

SET CATALINA_OPTS=-Xms4096m -Xmx6144m -Djava.library.path=%LIBPATH% -Dsun.rmi.dgc.client.gcInterval=3600000 -Dsun.rmi.dgc.server.gcInterval=3600000 -Dpentaho.license.information.file=%PENTAHO_LICENSE_INFORMATION_PATH% -DDI_HOME=%DI_HOME%

1. Save and close the file.

2

Run the Pentaho Server as a Windows service (optional)

You can create a Tomcat task to run the Pentaho Server as a Windows service.

For details, see Tomcat Windows service how-to documentation.

When you run tomcat8w.exe, use these settings:

• Startup tab

  • Working Path: Add bin to the end of the path. Example: C:\pentaho\server\pentaho-server\tomcat\bin
• Java tab

  • Initial Memory Pool: 2048
  • Maximum Memory Pool: 6144
  • Java Options: add the following items:

    • -DDI_HOME
    • -Dfile.encoding
    • -Djava.library.path
    • -Dpentaho.license.information.file

Example values:

• -DDI_HOME=C:\pentaho\server\pentaho-server\pentaho-solutions\system\kettle
• -Dfile.encoding=utf8
• -Djava.library.path=<pentaho_install_dir>\pentaho-server\pentaho-solutions\native-lib\win64
• -Dpentaho.license.information.file=%PENTAHO_LICENSE_INFORMATION_PATH%

You must set PENTAHO_LICENSE_INFORMATION_PATH to point to the .elmLicInfo.plt file:

PENTAHO_LICENSE_INFORMATION_PATH=<complete_path>\.elmLicInfo.plt

3

Install licenses

Install your enterprise licenses before you start the server. See Acquire and install enterprise licenses.

4

Start the Pentaho Server

Go to Start the Pentaho Server.

Configure the Pentaho Server on Linux

Complete these steps to configure the Pentaho Server on Linux.

Important: The server will not start if any environment variable value is invalid.

1

Modify the Tomcat startup script

The Tomcat startup script must include:

• CATALINA_OPTS (Java options, including memory)
• DI_HOME (required for PDI components)
• The license file location

1. Copy all .jar files from:

<pentaho_install_dir>/pentaho-server/pentaho-solutions/native-lib/linux/x86_64

To:

<tomcat_webapps_dir>/pentaho/WEB-INF/lib

1. Add the LIBPATH variable to the Tomcat startup.sh file:

export LIBPATH=<pentaho_install_dir>/pentaho-server/pentaho-solutions/native-lib/linux/x86_64

1. Make sure Tomcat is not running.

   1. Open a terminal.
   2. Run ps -A.
   3. If Tomcat is running, stop it.
2. Open the startup script in a text editor:

<pentaho_install_dir>/pentaho-server/tomcat/bin/startup.sh

1. Find the #Check that target executable exists line.

Add this line above it:

DI_HOME=<pentaho_install_dir>/pentaho-server/pentaho-solutions/system/kettle

1. Add the license option to CATALINA_OPTS.

Update the existing CATALINA_OPTS line near the end of the file.

Example:

export CATALINA_OPTS="$CATALINA_OPTS -Xms4096m -Xmx6144m \
  -Djava.library.path=$LIBPATH \
  -Dsun.rmi.dgc.client.gcInterval=3600000 \
  -Dsun.rmi.dgc.server.gcInterval=3600000 \
  -Dpentaho.installed.licenses.file=$PENTAHO_INSTALLED_LICENSE_PATH \
  -DDI_HOME=$DI_HOME"

1. Save and close the file.

2

Install licenses

Install your enterprise licenses before you start the server.

See Acquire and install enterprise licenses.

3

Start the Pentaho Server

Go to Start the Pentaho Server.

Start the Pentaho Server

After you configure the Pentaho Server for your platform:

1. Define the DI_HOME environment variable. The default path for Windows and Linux:

   • Windows: PENTAHO_INSTALLATION_FOLDER\pentaho-server\pentaho-solutions\system\kettle
   • Linux: PENTAHO_INSTALLATION_FOLDER/pentaho-server/pentaho-solutions/system/kettle
2. Run the startup script for your web application server.

   • Windows: startup.bat in the Tomcat bin folder
   • Linux: startup.sh in the Tomcat bin directory
3. Open http://localhost:8080/pentaho to access the Pentaho User Console (PUC).

If your server uses a different hostname or port, update the URL.

Troubleshoot startup issues

Troubleshooting is centralized in Troubleshooting possible installation and upgrade issues.

Install Pentaho client tools

After you install and start the Pentaho Server, you can install the client tools on separate workstations.

• Install Business Analytics design tools
• Install PDI client, utilities, and plugins

After you install the Pentaho Server and client tools, configure them so you can:

• Install licenses.
• Sign in to the Pentaho Server.
• Set up data sources.
• Choose a security method.

See Pentaho configuration.

See Administer Pentaho Data Integration and Analytics for instructions on setting up licenses and optional Operations Mart logging.