Set up a development environment

Setting up the environment includes installing and configuring PDI on development computers, configuring clustering if needed, and connecting to data sources. If you have one or more quality assurance environments, you will need to set those up also.

Task

Do This

Objective

Verify System Requirements

Consult the following references to verify requirements:- Components Reference

  • Acquire one or more servers that meet the requirements.

  • Obtain the correct drivers for your system.

Obtain Software and Install PDI

See the Install Pentaho Data Integration and Analytics document for following instructions:- Installing PDI

  • Starting the Pentaho Server

  • Starting the PDI client (also known as Spoon)

  • Get the software from your Sales Support representative.

  • Install the software.

  • Start the Pentaho Server and Spoon.

Install licenses for the Pentaho Server

See the Administer Pentaho Data Integration and Analytics document for instructions on installing licenses.

  • Add all acquired Pentaho licenses.

Connect to the Pentaho Repository

See the Pentaho Data Integration for instructions on connecting to the Pentaho Repository.

  • Connect to the Pentaho Repository.

Apply Advanced Security (if needed)

See the Administer Pentaho Data Integration and Analytics document for details on Advanced Security.

  • Determine whether you need to apply Advanced Security.

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