# 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.

{% hint style="warning" %}
**Important**: The server will not start if any environment variable value is invalid.
{% endhint %}

{% stepper %}
{% step %}

### **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`

2. Add the `LIBPATH` variable to the Tomcat `startup.bat` file:

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

3. Make sure Tomcat is not running.
   1. Open **Task Manager**.
   2. Look for **Tomcat**.
   3. If Tomcat is running, stop it.
4. Open the startup script in a text editor:

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

5. Find the `CATALINA_HOME` section.

Add this line before it:

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

6. Add the license option to `CATALINA_OPTS`.

Update the existing `CATALINA_OPTS` line by adding:

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

Example:

{% code overflow="wrap" %}

```bat
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%
```

{% endcode %}

7. Save and close the file.
   {% endstep %}

{% step %}

### **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](https://tomcat.apache.org/tomcat-8.0-doc/windows-service-howto.html).

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`
{% endstep %}

{% step %}

### **Install licenses**

Install your enterprise licenses before you start the server. See [Acquire and install enterprise licenses](https://docs.pentaho.com/install/pentaho-installation-overview-cp/acquire-and-install-enterprise-licenses).
{% endstep %}

{% step %}

### **Start the Pentaho Server**

Go to [Start the Pentaho Server](#start-the-pentaho-server-2).
{% endstep %}
{% endstepper %}

## Configure the Pentaho Server on Linux

Complete these steps to configure the Pentaho Server on Linux.

{% hint style="warning" %}
**Important**: The server will not start if any environment variable value is invalid.
{% endhint %}

{% stepper %}
{% step %}

### 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`

2. Add the `LIBPATH` variable to the Tomcat `startup.sh` file:

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

3. Make sure Tomcat is not running.
   1. Open a terminal.
   2. Run `ps -A`.
   3. If Tomcat is running, stop it.
4. Open the startup script in a text editor:

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

5. Find the `#Check that target executable exists` line.

Add this line above it:

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

6. Add the license option to `CATALINA_OPTS`.

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

Example:

```bash
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"
```

7. Save and close the file.
   {% endstep %}

{% step %}

### Install licenses

Install your enterprise licenses before you start the server.

See [Acquire and install enterprise licenses](https://docs.pentaho.com/install/pentaho-installation-overview-cp/acquire-and-install-enterprise-licenses).
{% endstep %}

{% step %}

### Start the Pentaho Server

Go to [Start the Pentaho Server](#start-the-pentaho-server-2).
{% endstep %}
{% endstepper %}

## 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](https://docs.pentaho.com/install/pentaho-installation-overview-cp/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](https://docs.pentaho.com/install/installation-of-the-pentaho-design-tools#install-business-analytics-design-tools)
* [Install PDI client, utilities, and plugins](https://docs.pentaho.com/install/installation-of-the-pentaho-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](https://docs.pentaho.com/install/pentaho-configuration).

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