> 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-di/set-up-production-environment.md).

# Set up production environment

Setting up the environment includes installing the software on production computers, configuring clustering, and connecting to data sources. To set up the environment, install and configure the Pentaho Server, Spoon, and any plugins required. Then set up data sources and clusters.

| Task                                           | Do This                                                                                                                                                                                                                                                                                                                                                                                       | Objective                                                                                                                                                                          |
| ---------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Verify system requirements                     | <ul><li>Consult the <a href="/pdia-try-pdia/components-reference.md">Components Reference</a>.</li><li>Consult the <a href="https://help.hitachivantara.com/Documentation/Pentaho/9.3/Setup/JDBC_drivers_reference">JDBC Drivers Reference</a>.</li></ul>                                                                                                                                     | <ul><li>Acquire one or more servers that meet the requirements.</li><li>Obtain the correct drivers for your system.</li></ul>                                                      |
| Obtain software and install the Pentaho Server | <ul><li>Download the Pentaho software.</li><li>Start the Pentaho Server. See <strong>Install Pentaho Data Integration and Analytics</strong> for details.</li><li>Start the PDI client. See <strong>Pentaho Data Integration</strong> for details.</li><li>Install the licenses (if necessary). See <strong>Administer Pentaho Data Integration and Analytics</strong> for details.</li></ul> | <ul><li>Get the software from your Sales Support representative.</li><li>Install the software.</li></ul>                                                                           |
| Change the Server Fully Qualified URL          | <ul><li>Change the ports and URLs. See <strong>Administer Pentaho Data Integration and Analytics</strong> for details.</li></ul>                                                                                                                                                                                                                                                              | <ul><li>Change the server's URL so that you do not have a conflict.</li></ul>                                                                                                      |
| Connect to the Pentaho Repository              | <ul><li>Create a connection to the Pentaho Repository. See <strong>Pentaho Data Integration</strong> for details.</li></ul>                                                                                                                                                                                                                                                                   | <ul><li>Connect to the Pentaho Repository.</li></ul>                                                                                                                               |
| Set up clusters                                | <ul><li>Optional: Set up clusters. See <strong>Pentaho Data Integration</strong> for details.</li></ul>                                                                                                                                                                                                                                                                                       | <ul><li>Become familiar with clustering.</li><li>Set up clusters, if they are needed in your environment.</li></ul>                                                                |
| Copy configuration files                       | Copy s`hared.xml`, `repositories.xml`, `kettle.properties`, and JAR files from the development environment to the production environment.                                                                                                                                                                                                                                                     | <ul><li>System is set up and ready for production.</li></ul>                                                                                                                       |
| Logging and monitoring your server             | <ul><li>Review logging and monitoring operations. See <strong>Pentaho Data Integration</strong> for details.</li><li>Enable logging. See <strong>Administer Pentaho Data Integration and Analytics</strong> for details.</li><li>Monitor PDI and SNMP traps. See <strong>Administer Pentaho Data Integration and Analytics</strong> for details.</li></ul>                                    | <ul><li><p>Learn about the different ways to log and monitor Pentaho Server operations:</p><ul><li>Log through Spoon and Carte</li><li>Use SNMP traps with PDI</li></ul></li></ul> |


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