> For the complete documentation index, see [llms.txt](https://docs.pentaho.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pentaho.com/pdia-try-pdia/archive-flattened-pages/develop-your-ba-environment.md). # Develop your BA environment This workflow outlines how to set up a Pentaho Server for BA development. It also covers how to build, refine, and test BA content. This workflow is similar to the Trial Download Evaluation experience. The difference is you configure the server fully. You also work with your own report designers and data scientists. You can also engage Pentaho [professional services](https://www.hitachivantara.com/en-us/services/big-data-analytics-services.html). Before you start, consider Pentaho [training classes](https://www.hitachivantara.com/en-us/services/training-certification.html). Training helps you install and configure the server. Training also helps you build data models and BA applications. ### Set up your Pentaho Server Use this checklist to verify requirements. Then install and configure the Pentaho Server and BA design tools. #### Verify system requirements * Review required components in [Components Reference](/pdia-try-pdia/components-reference.md). * Review required drivers in [JDBC drivers reference](/pdia-try-pdia/jdbc-drivers-reference.md). * Acquire one or more servers that meet requirements. * Obtain the correct drivers for your system. #### Obtain software and install the Pentaho Server * Download the Pentaho software from your Sales Support representative. * Install the software using [Install all Pentaho components](/pdia-try-pdia/archive-flattened-pages/pentaho-evaluation.md). * Sign in using [Quick tour of the Pentaho User Console](/pdia-try-pdia/archive-flattened-pages/quick-tour-of-the-pentaho-user-console-puc.md). * Tour **Administration**. * Change the default administrator password. #### Change the Pentaho Server fully qualified URL * Follow **Administer Pentaho Data Integration and Analytics** instructions to change the server URL. * If multiple machines point to one server, confirm all clients use the new URL. #### Configure the Pentaho Server * Manage licenses. See **Administer Pentaho Data Integration and Analytics**. * Configure server data connections. See **Install Pentaho Data Integration and Analytics**. * Configure email for scheduled reports. See **Pentaho Business Analytics**. * Review schedule management. See **Pentaho Business Analytics**. #### Configure BA design tools Do this only on a development system. Do not configure design tools on your production server. * Configure design tools and utilities. See **Install Pentaho Data Integration and Analytics**. * Configure each tool’s data connections. See **Install Pentaho Data Integration and Analytics**. ### Import data sources and data models Create data sources and models that support agile BA development. #### Choose data source types * Choose a data source type. See **Pentaho Business Analytics**. * Review relational versus multidimensional models. #### Create data sources and models * Tour the Data Source Wizard. See **Pentaho Business Analytics**. * Learn how the server and wizard produce usable sources and models. #### Create database table data sources * Create a database table source. See **Pentaho Business Analytics**. * Create initial data sources and preliminary models. #### Learn about Mondrian schemas * Create and modify Mondrian schemas. See **Pentaho Schema Workbench**. * Add a Mondrian data source. * Adapt the schema for Analyzer. * Refine the schema in Schema Workbench. ### Create reports and further refine data models Work with data scientists and business analysts at this stage. This improves the quality of models and reports. As you prepare to move to production, use data sources from: * Pentaho Schema Workbench * Pentaho Metadata Editor #### Create Analyzer reports, Interactive reports, and dashboards * Follow **Pentaho Business Analytics** instructions. * Create Interactive and Analyzer reports. * Create a dashboard. * Verify results match what you need. * If needed, refine models with your data team. #### Create a report with Report Designer (optional) * Follow **Pentaho Report Designer** instructions. #### Refine your data source model * Edit multidimensional models. See **Pentaho Business Analytics**. * Refine Mondrian schemas. See **Pentaho Schema Workbench**. * Refine relational models. See **Pentaho Metadata Editor**. * Recreate reports to validate changes. * Repeat until results meet requirements. ### Test environment quality If you do quality assurance testing, upload content to the Pentaho Repository. Then download it to the QA server. See **Administer Pentaho Data Integration and Analytics** for details. Some organizations also run user acceptance testing after QA. ### Next steps * Investigate security. See **Administer Pentaho Data Integration and Analytics**. * Plan scheduling for production. See **Pentaho Business Analytics**. * Decide what content to promote to production. See **Administer Pentaho Data Integration and Analytics**. * Check the [Support Portal](https://support.pentaho.com/hc/en-us) for service packs. * Prepare to [Go live for production - BA](/pdia-try-pdia/archive-flattened-pages/go-live-for-production-ba.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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, and the optional `goal` query parameter: ``` GET https://docs.pentaho.com/pdia-try-pdia/archive-flattened-pages/develop-your-ba-environment.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.