Home

Home is a portal that is dynamically updated to give you access to your installed components and features in the Modern Design interface for the Pentaho User Console (PUC). Home includes a Quick Access and a table of files that you can manage directly from Home.

Navigate to Home

To navigate to Home, complete the following steps:

1. Log into PUC.

2. Open Home by taking one of the following actions:

   1. If you are using the Modern Design of PUC, in the menu on the left side of the page, click Home.

   2. If you are using the Classic Design of PUC, click Switch to the Modern Design.

   Home opens with the Quick Access section expanded.

   Note: You can collapse the Quick Access section by clicking the chevron icon next to its name.

What to do next: Use links in the Quick Access section to access Pentaho components or work with the files table at the bottom of the page. For details, see the Quickly access Pentaho components and Manage files sections on this page.

Quickly access Pentaho components

You can access installed Pentaho components directly from Home by clicking related links in each of the following group boxes:

• Data Sources

  Data Sources provides access to the Data Connections component, which you can use to manage data sources for projects. Click Manage Data Sources to access the Data Connections component.

• Browse Files

  The Browse Files component of the Modern Design interface helps you keep your files and folders organized, making them easier to find and use. Click Browse Files to access the Browse Files component.

• Semantic Model Editor

  The Semantic Model Editor (SME) enables you to create and manage semantic data models for multidimensional analysis, bridging the gap between data integration and business analytics. By providing a centralized, reusable semantic layer, SME helps teams standardize business logic, simplify report creation, and improve data accessibility for analysts and decision-makers. Click View models to access SME.

• Pipeline Designer

  Pipeline Designer is a web-based interface that you can use to design, execute, and manage data integration workflows directly in your browser. A wide range of database connections, advanced transformation steps, and robust execution monitoring is supported in Pipeline Designer. Click View ETL Designs to access the Pipeline Designer.

Manage files

Use the Home file table to open and manage recently opened and favorite files, including transformation and job files.

To open or manage files directly from Home, complete the following steps:

1. In the table at the bottom of Home, select one of the following tabs:

   • Recently opened

   • Favorites

2. Search for or browse to the file you want to manage.

3. Open or manage files by taking one of the following actions:

   • To open the file, click Open.

   • To manage the file, click the More Actions icon, and then select one of the following options:

     Option	Description
     Not favorite (click to add)	Adds the file to the Favorites tab and changes the heart icon in the Favorite column from empty to red.
     Favorite (click to remove)	Removes the file from the Favorites tab and changes the heart icon in the Favorite column from red to empty.
     Download	Downloads the file to your default download folder.
     Move	Opens the Move to window. In the Move to window, you can navigate to a different folder or create a new folder and click Move here to move the file to that folder.
     Duplicate	Opens the Duplicate to window. In the Duplicate to window, you can navigate to a different folder or create a new folder and click Paste here to create a duplicate of the file in that folder.
     Send to trash	Opens the Send to trash? dialog box. You can click Yes to move the file into the trash.
     Info	Opens File Name window, where you can view information about the file. You can also copy the file path by clicking Copy source.
     Rename	Important: If the file you rename is a transformation or job, any dashboards, schedules, or favorites linked to it become inactive and stop functioning. Makes the file editable in the table. After you enter a new name, you must click OK to rename the file.