# Try Pentaho Data Integration and Analytics Pentaho Data Integration and Analytics is a platform for access and analytics. It supports flat files, relational databases, Hadoop, NoSQL, and cloud sources. Use it to integrate, transform, visualize, and analyze data. Use the APIs to extend reports, queries, and transformations. ## Install the 30-day trial of Pentaho Data Integration and Analytics The Pentaho Installation Wizard is a streamlined way to install, learn about, and evaluate the Pentaho Suite. With this 30-day trial, you can install and test Pentaho Business Analytics (BA) and Data Integration (DI). To get started fast after installation, follow the [Pentaho Data Integration (PDI) tutorial](/pdia-try-pdia/archive-flattened-pages/pdi-transformation-tutorial.md). If you have issues with the 30-day trial, contact the [Pentaho Trial Experts](mailto:trialexperts.pentaho@hitachivantara.com). {% hint style="warning" %} **Important**: Moving to development or production is not supported for installations completed with the Pentaho Installation Wizard. {% endhint %} With the Pentaho Installation Wizard you can choose one of two install types: * **Default**: Select **Keep it simple. Give me everything.** * **Custom**: Select **Let me decide for myself.** ### Process overview Installation instructions are the same for Windows, Linux, and macOS. Complete these tasks in order: 1. [Download the trial software](#download-the-trial-software) 2. [Start the Pentaho Installation Wizard](#start-the-pentaho-installation-wizard) 3. Choose a [default installation](#default-installation) or [custom installation](#custom-installation). 4. [Verify installation](#verify-installation) 5. [Getting started tutorial](#getting-started-tutorial) | Explore Considerations | | | ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | You Supply | A computer that meets Pentaho's [operating system and hardware requirements](/pdia-try-pdia/components-reference.md). | | We Supply | | | Technologies Used | | | Expertise | | | Approximate Installation Time | 30 minutes | ### Download the trial software To download the software, complete these steps. 1. Make sure you are logged in to the computer where you want to install the software. You should use an account that can install software. * On Windows, this is typically an account with administrator privileges. * On Linux, this is also an account with administrator privileges. 2. Navigate to the [Pentaho trial download](https://www.hitachivantara.com/en-us/products/data-management-analytics/pentaho/download-pentaho.html) website. 3. Click **Start Your 30-Day Trial**. The **Submission Agreement** form appears. 4. Fill in the requested information and click **Submit**. The **Getting Started with** \ **Pentaho Data Integration & Analytics** page opens. 5. In the **On-Prem** section, click **Download** for your operating system. 6. When prompted, choose a directory for the installer and wait for the download to finish. 7. If you are using Linux, make sure you can execute the file. Open a terminal, go to the directory where you downloaded the file, then run: ``` chmod a+x ./pentaho-business-analytics-10.3.0-x64.bin ``` ### Start the Pentaho Installation Wizard To start the installation wizard, complete the following steps. {% hint style="info" %} **Note:** Launch the installation wizard from a locally mounted hard drive only. Network-mounted drives (for example NFS) are not supported. {% endhint %} Do one of the following. * **Windows**: Open File Explorer, go to the installer, then double-click `pentaho-business-analytics-10.3.0-x64.exe`. * **macOS**: Unpack `pentaho-business-analytics-10.3.0-x64.app.tar.gz`, then double-click `pentaho-business-analytics-10.3.0-x64.app`. * **Linux (graphics)**: Open a terminal, go to the installer, then run: ``` ./pentaho-business-analytics-10.3.0-x64.bin ``` * **Linux (no graphics)**: Open a terminal, go to the installer, then run one of these: * GTK text mode: ``` ./pentaho-business-analytics-10.3.0-x64.bin --mode text ``` * OpenMotif X mode: ``` ./pentaho-business-analytics-10.3.0-x64.bin --mode xwindow ``` ### Default installation If you want to install every component and some sample data, complete the following steps. If you want a custom install, see [Custom installation](#custom-installation). {% hint style="warning" %} **Important:** You cannot install into a directory that already exists. On Linux, do not install under `/opt/`. It can cause permissions problems. {% endhint %} 1. After you start the wizard, the splash screen appears, then the **Pentaho Business Analytics installation is ready!** window. Click **Next**. ![Install is ready. Click Next](/files/2SdFsTalvgNvuJ1W64fp) 2. Read the license agreement. Select **Accept**, then click **Next**. 3. In **Installation folder**, accept the default directory or enter a different path, then click **Next**. ![Choose Pentaho installation directory](/files/SmLmafUURyFMkhW3fViK) 4. You are prompted to add a PostgreSQL password. Enter and confirm the password for the `postgres` user.

Important: Do not use these characters in the password: ' " & < > \

5. Click **Next**. 6. In the **What do you want to install?** window, select **Keep it simple. Give me everything**, then click **Next.** 7. If the **Sample Database** window appears, enter a port number, then click **Next**. This prompt appears only if the default ports are not available. 8. In the **Pentaho License Information** window, leave the box empty and click **Next**. A 30-day license is installed for the trial. 9. In **We're Set. Let's install!** window, click **Next**. Installation begins and takes about 30 minutes to complete. 10. When installation is complete, select **Pentaho Data Integration** to launch Spoon. ![Select Pentaho Data Integration](/files/pyYb6UcUwSpmlwfPA4VW) 11. Click **Finish**. After PDI starts, you will see the **Welcome!** window. ![Welcome to Pentaho Data Integration](/files/6kg4sgJnFql572B14qKH) To get started quickly after installation, follow the [Pentaho Data Integration (PDI) tutorial](/pdia-try-pdia/archive-flattened-pages/pdi-transformation-tutorial.md). If you have trouble with the installation wizard, see the [Administer Pentaho Data Integration and Analytics](https://docs.pentaho.com/pdia-admin/) document. ### Custom installation If you want to choose which components to install and whether to install sample data, complete the following steps. If you want the default install, see [Default installation](#default-installation). {% hint style="warning" %} **Note:** You cannot install into a directory that already exists. On Linux, do not install under `/opt/`. It can cause permissions problems. {% endhint %} 1. After you start the wizard, the splash screen appears, then the **Pentaho Business Analytics installation is ready!** window. Click **Next**. ![Install is ready. Click Next](/files/2SdFsTalvgNvuJ1W64fp) 2. Read the license agreement. Select **Accept**, then click **Next**. 3. In **Installation folder**, accept the default directory or enter a different path, then click **Next**. ![Choose Pentaho installation directory](/files/SmLmafUURyFMkhW3fViK) 4. You are prompted to add a PostgreSQL password. Enter and confirm the password for the `postgres` user.

Important: Do not use these characters in the password: ' " & < > \

5. Click **Next**. 6. If the **Sample Database** window appears, enter a port number, then click **Next**. This prompt appears only if the default ports are not available. 7. In the **What do you want to install?** window, select **Let me decide for myself**, then click **Next**. 8. Select the components you want to install, then click **Next**. 9. Select whether to include sample content, then click **Next**. 10. If the **Sample Database** window appears, enter a port number, then click **Next**. 11. In the **Pentaho License Information** window, leave the box empty and click **Next**. A 30-day license is installed for the trial. 12. In **We're Set. Let's install!** window, click **Next**. Installation begins and takes about 30 minutes to complete. 13. When installation is complete, select the components you want to launch and click **Finish**. If you have trouble with the installer, see the [Administer Pentaho Data Integration and Analytics](https://docs.pentaho.com/pdia-admin/) document. ### Verify installation To verify the installation, review the directory structure and the installation summary file. 1. Open a file explorer or command line tool. 2. Navigate to the install directory and compare it to the structure below. ``` pentaho/ pentaho/design-tools/ pentaho/design-tools/aggregation-designer/ pentaho/design-tools/data-integration/ pentaho/design-tools/metadata-editor/ pentaho/design-tools/report-designer/ pentaho/design-tools/schema-workbench/ pentaho/documentation/ pentaho/java/ pentaho/jdbc-distribution/ pentaho/license-installer/ pentaho/licenses/pentaho/monetdb/ pentaho/postgresql/ pentaho/scripts/ pentaho/server/ ``` 3. Open `installation-summary.txt`. Make sure it lists the design tools and plugins you installed. 4. Review the file locations below. | File | Description | | -------------------------- | ------------------------------------------------------------------------------------------------ | | `ctlscript.sh` | Starts, stops, restarts, and shows the status of Pentaho services. Available on Linux and macOS. | | `installation-summary.txt` | Contains the information from the summary screen at the end of the installation process. | | `uninstall` | A script that removes Pentaho Business Analytics. | | Tool/Plugin | Location | | ------------------------ | --------------------------------------------------------------------------------------- | | Pentaho Server | `pentaho/server/pentaho-server/` | | Report Designer | `pentaho/design-tools/report-designer/` | | Schema Workbench | `pentaho/design-tools/schema-workbench/` | | Data Integration (Spoon) | `pentaho/design-tools/data-integration/` | | Metadata Editor | `pentaho/design-tools/metadata-editor/` | | Aggregation Designer | `pentaho/design-tools/aggregation-designer/` | | Dashboard Designer | `pentaho/server/pentaho-server/pentaho-solutions/system/dashboards/` | | Analyzer | `pentaho/server/pentaho-server/pentaho-solutions/system/analyzer/` | | Interactive Reports | `pentaho/server/pentaho-server/pentaho-solutions/system/pentaho-interactive-reporting/` | | License Installer | `pentaho/license-installer/` | | Log | Location | | --------------------------------------------------- | -------------------------------------------- | | Pentaho Server Logs for BA configuration | `pentaho/server/pentaho-server/logs/` | | Tomcat Logs for Pentaho Server for BA configuration | `pentaho/server/pentaho-server/tomcat/logs/` | For macOS, copy the JDBC `.jar` into the location listed for Report Designer. | JDBC Driver | Location | | ----------------------------------- | ---------------------------------------------------- | | Pentaho Server for BA configuration | `pentaho/server/pentaho-server/tomcat/lib/` | | Report Designer | `pentaho/design-tools/report-designer/lib/jdbc/` | | Schema Workbench | `pentaho/design-tools/schema-workbench/drivers/` | | Aggregation Designer | `pentaho/design-tools/aggregation-designer/drivers/` | | Metadata Editor | `pentaho/design-tools/metadata-editor/libext/JDBC/` | | PDI client (Spoon) | `pentaho/design-tools/data-integration/lib/` | | Port Number | Description | | ----------- | --------------------------------------------- | | 5432 | PostgreSQL Server | | 8080 | Pentaho Server Tomcat Web Server Startup Port | | 8012 | Pentaho Server Shutdown Port | | 9001 | HSQL Server Port | | 9092 | Embedded H2 Database |

Note: Your port numbers might differ. If you installed using the installation wizard, check installation-summary.txt for the actual ports.

### Getting started tutorial To get started quickly after installation, follow the [Pentaho Data Integration (PDI) tutorial](/pdia-try-pdia/archive-flattened-pages/pdi-transformation-tutorial.md). ## Start and stop the PDI client on Windows If you installed PDI on Windows using the installation wizard, start Spoon from: **Start** > **All Programs** > **Pentaho Enterprise Edition** > **Design Tools** > **Data Integration**. ## Start and stop the Pentaho Server for configuration on Windows When you ran the installation wizard on Windows, the Pentaho Server deployed in an included Apache Tomcat application server. Manage Pentaho and Tomcat from: **Start** > **All Programs** > **Pentaho Enterprise Edition** > **Server Management**. Use one of these menu items: * **Start Pentaho Server** * **Stop Pentaho Server** The installer also registered services for: * **Pentaho Server** * **Data Integration** * **Pentaho Repository** You can start and stop these services from **Control Panel** > **Administrative Tools** > **Services**. ## Start and stop the Pentaho Server for configuration on Linux When you ran the installation wizard on Linux, the Pentaho Server deployed in an included Apache Tomcat application server. Use `/pentaho/ctlscript.sh` to start and stop services. Common arguments: * `start` * `stop` * `restart` * `status` * `help` Common services: * `pentahoserver` * `postgresql` Examples: ``` ./ctlscript.sh start pentahoserver ./ctlscript.sh status pentahoserver ./ctlscript.sh status postgresql ./ctlscript.sh help ``` ## Adjust Java VM memory limits for an installation on Windows Windows users might see out-of-memory errors. Increase the Java VM memory allocation to fix them. {% hint style="info" %} **Note:** These steps apply when you installed with the installation wizard. {% endhint %} 1. Stop the Pentaho Server. See [Start and stop the Pentaho Server for configuration on Windows](#start-and-stop-the-pentaho-server-for-configuration-on-windows). 2. Double-click `pentahoserverw.exe` in `server\pentaho-server\tomcat\bin` to open **Pentaho Server Properties**. You might need to select **Run as Administrator**. 3. Select the **Java** tab. ![Windows Properties dialog box](/files/9ulvEMWN5mSZh1ByQ0iZ) 4. Set: * **Initial memory pool**: `6144` MB * **Maximum memory pool**: `8192` MB 5. Start the Pentaho Server. See [Start and stop the Pentaho Server for configuration on Windows](#start-and-stop-the-pentaho-server-for-configuration-on-windows). If the JVM refuses to start, you might need to add RAM, stop memory-intensive services, or lower the maximum memory limit. ## Adjust Java VM memory limits for a graphical installation on Linux These steps apply when you installed using the installation wizard, your computer can display graphics, and you are running Linux. 1. Stop the server. See [Start and stop the Pentaho Server for configuration on Linux](#start-and-stop-the-pentaho-server-for-configuration-on-linux). 2. Go to `pentaho-server/tomcat/scripts`. 3. Edit `ctl.sh`. 4. Locate the line under `start tomcat`, which looks like this: ``` export JAVA_OPTS="... -Xms128m -Xmx768m -XX:MaxPermSize=256m ..." ``` 5. Set the memory to a minimum of `4096` MB and a maximum of `6144` MB, based on available system memory. 6. Start the server. See [Start and stop the Pentaho Server for configuration on Linux](#start-and-stop-the-pentaho-server-for-configuration-on-linux). If the JVM refuses to start, add RAM, stop memory-intensive services, or lower the maximum memory limit. ## Increase Pentaho Server memory limit for installations on Windows If you installed the Pentaho Server on Windows using the installation wizard, you can increase the server memory limits by editing the Tomcat Java settings. {% hint style="info" %} **Notes:** * For Linux, see [Increase Pentaho Server memory limit for installations on Linux](#increase-pentaho-server-memory-limit-for-installations-on-linux). * For a custom install, see **Configure and start the Pentaho Server after manual installation** in the **Install Pentaho Data Integration and Analytics** document. {% endhint %} 1. Stop the Pentaho Server if it is running. See [Start and stop the Pentaho Server for configuration on Windows](#start-and-stop-the-pentaho-server-for-configuration-on-windows). 2. Type `services.msc` into the Windows Search box. 3. Find the Pentaho Server entry and note the **service name**. It should be `pentahoserver`. 4. In `C:\pentaho\server\pentaho-server\tomcat\bin\`, rename `tomcat8w.exe` to match the service name. Example: `pentahoserverw.exe`. 5. Double-click the renamed file to open the **Properties** window. You might need to select **Run as Administrator**. 6. Select the **Java** tab. 7. Set: * Minimum: `4096` MB * Maximum: `6144` MB 8. Start the Pentaho Server. See [Start and stop the Pentaho Server for configuration on Windows](#start-and-stop-the-pentaho-server-for-configuration-on-windows). If the JVM refuses to start with increased limits, add RAM, stop memory-intensive services, or reduce the maximum memory limit. See also: [Increase the PDI client memory limit](#increase-the-pdi-client-memory-limit). ## Increase Pentaho Server memory limit for installations on Linux If you installed PDI on Linux using the installation wizard, you can increase memory limits by editing a variable in a Pentaho-supplied script. {% hint style="info" %} **Note:** * For Windows, see [Increase Pentaho Server memory limit for installations on Windows](#increase-pentaho-server-memory-limit-for-installations-on-windows). * For a custom install, see **Configure and start the Pentaho Server after manual installation** in the **Install Pentaho Data Integration and Analytics** document. {% endhint %} 1. Stop the server. See [Start and stop the Pentaho Server for configuration on Linux](#start-and-stop-the-pentaho-server-for-configuration-on-linux). 2. Go to `pentaho-server/tomcat/scripts`. 3. Edit `ctl.sh`. 4. Locate the line under `start tomcat`, which looks like this: ```java export JAVA_OPTS="-Dpentaho.installed.licenses.file=/opt/pentaho/.installedLicenses.xml -Xms128m -Xmx768m -XX:MaxPermSize=256m -Dsun.rmi.dgc.client.gcInterval=3600000 -Dsun.rmi.dgc.server.gcInterval=3600000" ``` 5. Set the memory to a minimum of `4096` MB and a maximum of `6144` MB, based on available system memory. 6. Start the server. See [Start and stop the Pentaho Server for configuration on Linux](#start-and-stop-the-pentaho-server-for-configuration-on-linux). See also: [Increase the PDI client memory limit](#increase-the-pdi-client-memory-limit). ## Increase the PDI client memory limit As a best practice, increase PDI's memory limit so Spoon can perform memory-intensive tasks. You must increase the memory limit for both the Pentaho Server and the PDI client. {% hint style="info" %} **Note:** Instead of modifying the PDI client startup script, you can set the environment variable `PENTAHO_DI_JAVA_OPTIONS` to `-Xmx2g -XX:MaxPermSize=256m` on your client. {% endhint %} ## Uninstalling the Pentaho Suite after evaluation To uninstall the Pentaho Suite after evaluation: 1. Go to the `pentaho` directory and run the uninstall file. 2. Follow the Uninstall Wizard. 3. When prompted, choose whether to delete the data files. 4. Restart your computer. Before you install a production version of Pentaho, uninstall the evaluation version first. ## Tutorials Review these tutorials to start using PDI, reporting tools, and dashboards. If you are new to PDI, start with [Getting Started with PDI](/pdia-try-pdia/getting-started-with-pdi.md). Within this tutorial, you can also view: * [PDI Transformation Tutorial](/pdia-try-pdia/archive-flattened-pages/pdi-transformation-tutorial.md) * [PDI Job Tutorial](/pdia-try-pdia/archive-flattened-pages/pdi-job-tutorial.md) * [Getting started with PDI and Hadoop](/pdia-try-pdia/archive-flattened-pages/getting-started-with-pdi-and-hadoop.md) The [Getting Started with Analyzer, Interactive Reports, and Dashboard Designer](/pdia-try-pdia/getting-started-with-analyzer-interactive-reports-and-dashboard-designer.md) tutorial covers product features, best practices, and troubleshooting. Within that tutorial, you can also view: * [About Pentaho business analytics tools](/pdia-try-pdia/archive-flattened-pages/about-pentaho-business-analytics-tools.md) * [Get started with Pentaho Reporting tools](/pdia-try-pdia/archive-flattened-pages/get-started-with-pentaho-reporting-tools.md) * [Quick tour of the Pentaho User Console](/pdia-try-pdia/archive-flattened-pages/quick-tour-of-the-pentaho-user-console-puc.md) * [Get started with Interactive Reports](/pdia-try-pdia/archive-flattened-pages/get-started-with-interactive-reports.md) * [Get started with Analyzer Reports](/pdia-try-pdia/archive-flattened-pages/get-started-with-analyzer-reports.md) * [Get started with Dashboard Designer](/pdia-try-pdia/archive-flattened-pages/get-started-with-dashboard-designer.md) * [Next steps](/pdia-try-pdia/archive-flattened-pages/next-steps-analyzer-reports-dashboard.md) The [Getting started with Report Designer](/pdia-try-pdia/getting-started-with-report-designer.md) tutorial includes step-by-step report creation instructions. Within that tutorial, you can also view: * [About Pentaho Report Designer](/pdia-try-pdia/archive-flattened-pages/report-designer-merged-pages/about-pentaho-report-designer.md) * [Create a report with Report Designer](/pdia-try-pdia/archive-flattened-pages/report-designer-merged-pages/create-a-report-with-report-designer.md) ## Remove sample data from the Pentaho Server By default, you have access to a sample data source and example content. When you are ready to move to development or production, remove the sample content. To remove sample data and content: 1. Stop the Pentaho Server. 2. Delete `samples.zip` from `/pentaho-server/pentaho-solutions/system/default-content`. If you performed a manual WAR build and deployment, the path is `/pentaho-server/pentaho-solutions/system`. 3. Edit `/pentaho/WEB-INF/web.xml` inside the deployed `pentaho.war`. For archive installs, the path is usually `/pentaho-server/tomcat/webapps/pentaho/WEB-INF/web.xml`. 4. Remove the `hsqldb-databases` section: ```xml hsqldb-databases sampledata@../../data/hsqldb/sampledata ``` 5. Remove the `hsqldb-starter` section: ```xml org.pentaho.platform.web.http.context.HsqldbStartupListener ``` 6. Remove the `SystemStatusFilter`.

Note: This filter shows status messages useful only for development and testing.

```xml SystemStatusFilter com.pentaho.ui.servlet.SystemStatusFilter initFailurePage InitFailure This page is displayed if the PentahoSystem fails to properly initialize. ``` 7. Remove the filter mapping: ```xml SystemStatusFilter /* ``` 8. Save and close `web.xml`. 9. Delete the `/pentaho-server/data/` directory. 10. Restart the Pentaho Server, then sign in to the Pentaho User Console as an administrator. On **Browse Files**, delete the sample folders under **Public**. ## Data Integration and Analytics components and tools Pentaho Data Integration and Analytics includes web-based components and design tools. What you use depends on your workflow and environment. ### Data Integration and Analytics web-based components Use the Pentaho web-based components to share business intelligence solutions by analyzing data, creating reports, and building dashboards. These components include: * **Pentaho User Console (PUC)** A design environment for accessing Analyzer, Interactive Reports, and Dashboard Designer. PUC also offers administration features for configuring your Pentaho Server. * **Analyzer** Visualize data to make informed decisions. Create charts and visualizations, filter data, and configure drill-down links. * **Interactive Reports** Create simple and on-demand operational reports without relying on IT. * **Dashboard Designer** Create dashboards from templates, themes, and content. Combine Interactive Reports, Analyzer, and more. * **CTools** A community-driven framework for creating dashboards with web technologies. ### Data Integration and Analytics design tools Use Pentaho design tools to model, transform, and store data. These tools include: * **Pentaho Data Integration (PDI)** An ETL engine for capturing data, cleansing it, and storing it in a usable format. * **Report Designer** Create pixel-perfect reports from virtually any data source. * **Aggregation Designer** Create aggregate tables for OLAP cubes to improve performance. * **Metadata Editor** Build metadata domains and models. Map physical database structures into a business model. * **Schema Workbench** Create and edit Mondrian models. ### Evaluate Pentaho Data Integration and Analytics Before you set up and use Pentaho Data Integration and Analytics in production, evaluate it: 1. [Install the 30-day trial of Pentaho Data Integration and Analytics](#install-the-30-day-trial-of-pentaho-data-integration-and-analytics) 2. [Learn about Analyzer, Interactive Reports, and Dashboard Designer](/pdia-try-pdia/getting-started-with-analyzer-interactive-reports-and-dashboard-designer.md) 3. [Learn about Report Designer](/pdia-try-pdia/getting-started-with-report-designer.md) 4. [Learn about Pentaho Data Integration and the PDI client](/pdia-try-pdia/getting-started-with-pdi.md) 5. [Learn about Pentaho, big data, and Hadoop](/pdia-try-pdia/pentaho-big-data-and-hadoop.md) 6. [Understand common workflows](/pdia-try-pdia/about-pentaho-workflows.md) ### Data Integration and Analytics supported technologies Reference material for supported components and JDBC drivers: * [Components Reference](/pdia-try-pdia/components-reference.md) * [JDBC drivers reference](/pdia-try-pdia/jdbc-drivers-reference.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.pentaho.com/pdia-try-pdia/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.