> 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/go-live-for-production-ba.md).

# Go live for production - BA

This section explains how to move Pentaho content and server settings between servers.

This process usually uses two or three servers with identical configurations:

* BA content development
* Testing and QA (optional)
* Production

We recommend working with Pentaho [professional services](http://www.pentaho.com/services) during production deployment.

### Prepare for going live

This section has two parts:

* A checklist for setting up a Pentaho Server
* Prerequisites to complete before you go live

If your production server is already set up, start with the prerequisites.

#### Pentaho Server setup checklist

| Task                                           | Do this                                                                                                                                                                                                                                                                                                        | Notes                                                                                                                                                                                                                                                              |
| ---------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Verify system requirements                     | <p>Consult:<br>- <a href="/spaces/Joh7icY0spTuXsorFO9q/pages/7x3KugN6PosghHtqJBYk">Components Reference</a><br>- <a href="/spaces/Joh7icY0spTuXsorFO9q/pages/TDVy31O2wd8beXCU6ZRP">JDBC drivers reference</a></p>                                                                                              | <p>- Acquire one or more servers that meet requirements.<br>- Obtain the correct drivers.</p>                                                                                                                                                                      |
| Obtain software and install the Pentaho Server | <p>- Install Pentaho Suite. See <strong>Install Pentaho Data Integration and Analytics</strong>.<br>- Download and install the latest service pack. See <strong>Administer Pentaho Data Integration and Analytics</strong>.<br>- Access the User Console. See <strong>Pentaho Business Analytics</strong>.</p> | <p>- Install the software.<br>- Install the latest service pack.<br>- Access the User Console, review <strong>Administration</strong>, and change the default administrator password.<br><br>If needed, change the fully qualified URL for the Pentaho Server.</p> |
| Change the server fully qualified URL          | Change the Pentaho Server fully qualified URL if needed. See **Administer Pentaho Data Integration and Analytics**.                                                                                                                                                                                            | If many machines point to one server, change the URL and verify connectivity.                                                                                                                                                                                      |
| Configure the server                           | <p>- Manage licenses. See <strong>Administer Pentaho Data Integration and Analytics</strong>.<br>- Specify data connections. See <strong>Install Pentaho Data Integration and Analytics</strong>.<br>- Set up email for scheduled reports. See <strong>Pentaho Business Analytics</strong>.</p>                | <p>- Set up data connections.<br>- Configure email through <strong>Administration</strong>.</p>                                                                                                                                                                    |

#### Prerequisites before you go live

| Task                        | Do this                                                                                                                                                                                                                                                                                                  | Notes                                                                                                                                           |
| --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| Compare configuration files | <p>- Compare server configuration files.<br>- Verify and increase memory settings. See <strong>Administer Pentaho Data Integration and Analytics</strong>.</p>                                                                                                                                           | <p>- Identify configuration differences.<br>- Commit a unified properties file to version control.<br>- Increase memory settings as needed.</p> |
| Verify data sources         | <p>- Specify data connections. See <strong>Install Pentaho Data Integration and Analytics</strong>.<br>- Define JNDI connections. See <strong>Install Pentaho Data Integration and Analytics</strong>.</p>                                                                                               | <p>- Confirm data sources can be promoted.<br>- Establish JNDI sources as replacements if needed.</p>                                           |
| Define security             | <p>- Define Pentaho Server security. See <strong>Administer Pentaho Data Integration and Analytics</strong>.<br>- Manage users and roles. See <strong>Pentaho Business Analytics</strong>.<br>- Implement advanced security. See <strong>Administer Pentaho Data Integration and Analytics</strong>.</p> | <p>- Implement security.<br>- Define users, roles, and permissions.</p>                                                                         |
| Upload content              | Upload and download from the Pentaho Repository. See **Administer Pentaho Data Integration and Analytics**.                                                                                                                                                                                              | - Upload files and folders.                                                                                                                     |

### Compare configuration files

The most important server configuration settings are stored in the `/server/pentaho-server/pentaho-solutions/system/` directory.

Some core settings are also inside the Pentaho WAR archive deployed to your application server. These settings should not change after initial setup.

{% hint style="warning" %}
Do not change the names of content files, data sources, solution directories, or other file names during promotion.

Set names during solution development. Keep names consistent through promotion.

Renaming can cause issues that you will not detect immediately. This can break QA and production content.
{% endhint %}

To ensure you selected all server configuration files, compare these directories in full:

* `/pentaho-solutions/system/`
* `/WEB-INF/` inside your deployed `pentaho.war`
* `/META-INF/` inside your deployed `pentaho.war`

{% hint style="info" %}
Plugin directories for Analyzer, Dashboard Designer, Interactive Reports, and Community Dashboard Framework include binaries.

Binary differences usually indicate version differences. Focus on XML and properties files.

If you customized plugins, promote those changes too.
{% endhint %}

### Move content to production server

This checklist summarizes best practices to promote Pentaho Server settings, data sources, and content.

Before you promote from development to production, complete the preparation and prerequisite tasks earlier in this page.

| Task                                | Do this                                                                       | Notes                                                                                                                                               |
| ----------------------------------- | ----------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| Download content                    | - Upload and download from the Pentaho Repository.                            | <p>- Move all desired content to production.<br>- See <strong>Administer Pentaho Data Integration and Analytics</strong> for details.</p>           |
| Set up schedules and blockout times | <p>- Manage schedules.<br>- Prevent scheduling by setting blockout times.</p> | <p>- Set up production schedules.<br>- Set up blockout times for maintenance.<br>- See <strong>Pentaho Business Analytics</strong> for details.</p> |

### Next steps

These resources are helpful after your production server is live:

* See **Administer Pentaho Data Integration and Analytics** for guidance on maintenance and tuning.
* Pentaho [Training and Education](https://www.hitachivantara.com/en-us/services/training-certification.html)
* [Support Portal](https://support.pentaho.com/hc/en-us) for service packs


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