Pentaho 10.X: Install Pentaho Server and Data Integration Tools

This section describes the steps you need to follow to set up Pentaho Data Integrator.

Before You Begin

There are various ways to install Pentaho: Evaluation, Archive, Manual, or Client tools only. This guide includes instructions to install the Pentaho server via archive installation, and the client via manual installation.

These instructions have been curated for compatibility with Deltek Maconomy. For complete installation information, refer to the Pentaho Documentation website.

Before you begin the installation of Pentaho, take note of the following:

• Uninstall previous versions of Pentaho.
• Delete the folders .kettle and .Pentaho, typically located on C:\Users\<username>.

System Requirements

The minimum requirements to run the Pentaho server are as follows:

Operating System:

• Microsoft Windows Server 2022
• Red Hat Enterprise 9

Note: For Linux OS, refer to the Pentaho Documentation website.

RAM

• 8 GB, with 4 GB dedicated to Pentaho Servers

Disk Space

• 20 GB after installation (to allow for expansion and cache files)

Application Server

• Tomcat 9.0.86 (preinstalled)

Solution Database Repositories

The default Pentaho installation uses PostgreSQL 15 as the solution database repository. However, this can be changed to use any of the supported databases, as follows:

• Oracle 23c (certified)
• Oracle 19c
• MS SQL Server 2019

Prepare the environment

One of the applications per category must be installed to run the Pentaho server:

Java

• Oracle Java 17**
• Oracle OpenJDK 17**
• Oracle Java 11.x
• Oracle OpenJDK 11.x
• Adopt OpenJDK

Note: ** Certified versions of Java

Browser (Pentaho User Console)

• Microsoft Edge 126.0.2592.68 and later
• Google Chrome 126.0.6478.114 and later
• Mozilla Firefox 127.0.1 and later
• Apple Safari 16.4 and later (on Mac OS only)

Optional

Containers

Supported technology for deploying Pentaho Server on containers:

• Docker 24.0.6 (Note: Kubernetes that uses this docker version is also supported.)

Archive Installation (on Windows)

Note: The archive installer contains directories and file names that exceed the 256 default character limit for Windows. It is recommended to extract the ZIP file on a folder with a short name (for example, C:/Pentaho), or enable long file names for Windows.

Quick Install

This installation uses PostgreSQL as the solution database repository, which is preconfigured on the archive installer. The solution database repository is for storing metadata for the Pentaho server. You can use different database types as the data source for your ETL. This also utilizes Pentaho's Cloud License Server (CLS), which assumes unrestricted access to their cloud activation URL.

Requirements

Note: You must have access rights to the links cited in this section.

• PostgreSQL 15 (Download here)
• Java JDK 17
• Download and extract the server installation files

Enable Long File Names

Note: The steps may vary slightly depending on your Windows version.

1. Open the Registry Editor.

   From the Start menu, search for regedit.

2. Navigate to HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\FileSystem.
3. Locate LongPathsEnabled value.

   If the value does not exist, you can create it by right-clicking the FileSystem key, then selecting New » DWORD (32-bit) Value, and naming it LongPathsEnabled.

4. Double-click the LongPathsEnabled value and set it to 1.
5. Restart your computer for the changes to take effect.

Installation Procedures

1. Set an environment variable to point to your Java installation directory:

   JAVA_HOME = "C:\Program Files\Java\jdk17.x.x.x"

2. (Optional) If you are using JRE, set the JRE_HOME environment variable.
3. Extract the pentaho-server-ee-10.2.0.0-222 zip file to the following location:

   <install_directory>\pentaho\server\

4. Navigate to the following location to verify whether or not you have the needed SQL scripts:

   \pentaho\server\pentaho-server\data\postgresql

5. Open a command prompt and navigate to the PostgreSQL bin directory. For example:

   cd C:\Program Files\PostgreSQL\15\bin

6. Run the following:

   psql -U postgres -h localhost

7. Input the password set when installing PostgreSQL.
8. After logging in, run the following commands in order:
   • \i <install_directory>/pentaho/server/pentaho-server/data/postgresql/create_quartz_postgresql.sql
     Note: If prompted for a password, the default password is password.
   • \i <install_directory>/pentaho/server/pentaho-server/data/postgresql/create_jcr_postgresql.sql
     Note: After running the previous query, you are logged in as quartz. Reconnect back to postgres by running: the following:

     \connect postgres postgres

   • \i <install_directory>/pentaho/server/pentaho-server/data/postgresql/create_repository_postgresql.sql
9. Navigate to \pentaho\server\pentaho-server\ and run the following:

   start-pentaho.bat

10. Once the server is fully running, open a browser to the following link and check if Pentaho User Console is running:

    http://localhost:8080/pentaho

11. Log in with the default username and password (admin / password).