# Hyperscalers

The advantage of using software in a hyperscale environment is that the architecture can scale as needed to meet increased usage by provisioning additional resources on demand. Hyperscale environments also offer full high availability, intelligent load balancing, and support for orchestration.

You can use Pentaho Data Catalog in a hyperscaler environment by launching an instance of Data Catalog in the Amazon Web Services (AWS) Marketplace or the Microsoft Azure Marketplace.

To launch an instance of Data Catalog in a hyperscaler, see the following procedures for the marketplace you want to use:

* [Launch a Data Catalog AMI in AWS](#launch-a-data-catalog-ami-in-aws)
* [Launch a Data Catalog VMI in Azure](#launch-a-data-catalog-vmi-in-azure)

## Launch a Data Catalog AMI in AWS

You can launch a new Data Catalog Amazon Machine Image (AMI) from the AWS Marketplace. To use the Data Catalog AMI, you must create a customized security group and select or create an SSH key pair during the launch configuration.

Perform the following steps to launch an instance of the Data Catalog AMI from the AWS console:

1. From the AWS Console Home page, click **EC2**.

   The EC2 Dashboard opens with a **Launch instance** card.

   **Note:** You can also launch a Data Catalog AMI from the Amazon Marketplace.
2. On the **Launch instance** card, click **Launch instance**.

   The Launch an instance page opens.
3. Add a name for the instance.
4. In the **Application and OS images (Amazon Machine Image)** card, enter Pentaho Data Catalog in the search field.
5. On the Pentaho Data Catalog result, click **Select**.
6. Review the product overview, details, and pricing, and click **Continue** to accept the terms.
7. On the **Instance type** card, choose an instance type from the list.

   For a Production environment, it is best practice to use a **2xlarge** or larger instance type.
8. On the **Key pair (login)** card, select an existing key pair to connect securely, or create a new key pair.

   If you create a new private key, the file downloads automatically to your local computer.

   **Note:** Make sure to store the private key file in a secure location, because you need it to connect to the instance using SSH.
9. On the **Network settings** card, make the following selections:
   * Under **Firewall (security groups)**, select an existing security group or create a new one.

     **Note:** Any existing security group you select must support SSH and HTTPS traffic.
   * Select the **Allow SSH traffic from** checkbox and choose **My IP** from the list.

     **Note:** Use the username `pentaho` and port 22 for SSH access.
   * Select the **Allow HTTPS traffic from the internet** checkbox.
10. On the **Configure storage** card, specify at least **512 GiB** for a Production instance.
11. Click **Launch instance**.

    The instance launches, and you are subscribed to the Marketplace AMI. When the process is complete, a success message includes a link to the instance, with the unique instance ID.
12. Record the instance’s IP address or URL.

    It is needed for the [Set up an administrator account for the AWS instance](#set-up-an-administrator-account-for-the-aws-instance) procedure.
13. Click the instance link.

    The Instances page opens.
14. Select the checkbox next to the Data Catalog instance and click **Launch instances**.

When the instance is running, you can connect to it using HTTPS in the browser on port 443. You might need to create a new rule or edit an existing rule to allow traffic on port 443 from your desired IP addresses or IP ranges.

### Set up an administrator account for the AWS instance

You must set up an administrator account to manage your Data Catalog instance in the AWS Marketplace.

Before you begin this procedure, you must have an IP address or URL for accessing the Data Catalog instance and an environment that meets the following conditions:

* An active Data Catalog instance in the AWS Marketplace.
* Traffic allowed on port 443 from your desired IP addresses or IP ranges.

Perform the following steps to set up the account:

1. In a browser, navigate to the Data Catalog IP address or URL resulting from the [Launch the Data Catalog AMI instance](#launch-a-data-catalog-ami-in-aws) procedure.

   You must use HTTPS to access the instance. You might see a `NET::ERR_CERT_AUTHORITY_INVALID` error message due to Data Catalog's self-signed certificate.
2. Ignore the error and proceed.

   You can add your own certificates to Data Catalog later.

   You are redirected to the Data Catalog admin account registration page.
3. On the Create Admin Account page, provide details for the Data Catalog admin user and click **Create Account**.

   You are logged in to the admin account and see the Data Catalog home page.

You can begin using Data Catalog or create accounts for other users in your organization.

## Launch a Data Catalog VMI in Azure

You can launch a new Data Catalog Virtual Machine Image (VMI) from the Microsoft Azure Marketplace. To use the Data Catalog VMI, you must create a customized network security group and select or create an SSH key pair during the launch configuration.

Perform the following steps to launch an instance of the Data Catalog VMI from the Azure Marketplace:

1. Navigate to the [Azure Marketplace](https://azuremarketplace.microsoft.com/), then search for **Pentaho Data Catalog**.

   **Note:** You can also launch a Data Catalog instance from the Azure portal.
2. In the search results, click the Pentaho Data Catalog card.
3. Review the product details and terms, then click **Get It Now**.
4. Review your personal details on the window that opens and click **Continue**.

   A Pentaho Data Catalog window opens.
5. Review the product details and terms, then click **Create**.

   **Note:** If you don't already have a subscription, you must choose a subscription option.

   The Create a virtual machine page opens.
6. In the **Administrator account** section, configure access to the instance using one of the following options for **Authentication type**:
   * Select **SSH public key** to use the SSH public key that corresponds to your SSH private key. Enter `pentaho` for the SSH username.
   * Select **Password** to authenticate using a username and password.
7. Click **Next: Disks** to proceed to the **OS disk** section, and specify the virtual machine parameters to use for the Data Catalog instance.
8. Click **Next: Networking** to proceed to the **Network interface** section, then specify the virtual network and subset of a Network Security Group that has access to ports 22 and 443.
9. (Optional) Click through the remaining sections on the page to configure additional settings.
10. Click **Review + Create** to review the launch configuration, then click **Create instance** to launch the instance.
11. Record the instance’s IP address or URL.

    This is needed for the [Set up an administrator account for the Azure instance](#set-up-an-administrator-account-for-the-azure-instance) procedure.

Once the instance is running, you can connect to it using HTTPS in the browser on port 443. You might need to create a new rule or edit an existing rule to allow traffic on port 443 from your desired IP addresses or IP ranges.

### Set up an administrator account for the Azure instance

You must set up an administrator account to manage your Data Catalog instance in the Azure Marketplace.

Before you begin this procedure, you must have an IP address or URL for accessing the Data Catalog instance and an environment that meets the following conditions:

* an active Data Catalog instance in the Azure Marketplace.
* traffic allowed on port 443 from your desired IP addresses or IP ranges.

Perform the following steps to set up the account:

1. In a browser, navigate to the Data Catalog IP address or URL resulting from the [Launch the Data Catalog VMI instance](#launch-a-data-catalog-vmi-in-azure) procedure.

   You must use HTTPS to access the instance. You might see a `NET::ERR_CERT_AUTHORITY_INVALID` error message, due to Data Catalog's self-signed certificate.
2. Ignore the error and proceed.

   You can add your own certificates to Data Catalog later.

   You are redirected to the Data Catalog admin account registration page.
3. On the Create Admin Account page, provide details for the Data Catalog admin user and click **Create Account**.

   You are logged in to the admin account and see the Data Catalog home page.

You can begin using Data Catalog or create accounts for other users in your organization.


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