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 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
Verify system requirements
Consult: - Components Reference - JDBC drivers reference
- Acquire one or more servers that meet requirements. - Obtain the correct drivers.
Obtain software and install the Pentaho Server
- Install Pentaho Suite. See Install Pentaho Data Integration and Analytics. - Download and install the latest service pack. See Administer Pentaho Data Integration and Analytics. - Access the User Console. See Pentaho Business Analytics.
- Install the software. - Install the latest service pack. - Access the User Console, review Administration, and change the default administrator password. If needed, change the fully qualified URL for the Pentaho Server.
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
- Manage licenses. See Administer Pentaho Data Integration and Analytics. - Specify data connections. See Install Pentaho Data Integration and Analytics. - Set up email for scheduled reports. See Pentaho Business Analytics.
- Set up data connections. - Configure email through Administration.
Prerequisites before you go live
Compare configuration files
- Compare server configuration files. - Verify and increase memory settings. See Administer Pentaho Data Integration and Analytics.
- Identify configuration differences. - Commit a unified properties file to version control. - Increase memory settings as needed.
Verify data sources
- Specify data connections. See Install Pentaho Data Integration and Analytics. - Define JNDI connections. See Install Pentaho Data Integration and Analytics.
- Confirm data sources can be promoted. - Establish JNDI sources as replacements if needed.
Define security
- Define Pentaho Server security. See Administer Pentaho Data Integration and Analytics. - Manage users and roles. See Pentaho Business Analytics. - Implement advanced security. See Administer Pentaho Data Integration and Analytics.
- Implement security. - Define users, roles, and permissions.
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.
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.
To ensure you selected all server configuration files, compare these directories in full:
/pentaho-solutions/system//WEB-INF/inside your deployedpentaho.war/META-INF/inside your deployedpentaho.war
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.
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.
Download content
- Upload and download from the Pentaho Repository.
- Move all desired content to production. - See Administer Pentaho Data Integration and Analytics for details.
Set up schedules and blockout times
- Manage schedules. - Prevent scheduling by setting blockout times.
- Set up production schedules. - Set up blockout times for maintenance. - See Pentaho Business Analytics for details.
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
Support Portal for service packs
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