BPM Admin Guide

Install Pentaho Data Integration Tools

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

Install Pentaho Data Integration Tools

Pentaho is the third-party tool that is used for data integration. You can download Pentaho Data Integration (PDI) from the Deltek download server.

To install Pentaho data integration tools, you must:

  • Do all items listed in Before You Begin
  • Perform Pentaho Installation
    • Server: MS SQL Server or Oracle Server
    • Client
  • Activate the PDI license

Before You Begin

Before you begin the installation of Pentaho, you must do the following:

  • Uninstall previous versions of Pentaho.
  • Delete the folders .kettle and .Pentaho, typically located on C:\Users\<username>.
  • Ensure that J2SE Runtime Environment is installed and that the PATH environment variable references the Java SE folder. For 64-bit operating systems, you need to have JRE 32-bit installed.

Perform Pentaho Installation

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.

Note: More information about Pentaho installation is available in the Pentaho documentation. Steps to upgrade Pentaho can be found here.

Prepare the environment

This section describes how to prepare your Windows system for an archive installation of Pentaho.

Note: More information is available here.
  1. Create the folder <Installation_directory>/Pentaho/server.
  2. Download and install a supported JRE or JDK version.
    1. a. Set the PENTAHO_JAVA_HOME environment variable to the JRE or JDK folder path.
      1. Go to the Windows Settings » System » About » Advanced system properties.
      2. Click Environment Variables and add or edit the path.
        Example: PENTAHO_JAVA_HOME=C:\Program Files\Java\jdk11.x.x.x
    2. Verify the settings are in place:

      ECHO %PENTAHO_JAVA_HOME%

  3. Install the Pentaho Server Database. This guide includes instructions for MS SQL and Oracle.
    1. Download and extract the server installation files:
      • pentaho-server-ee-X.X.0-dist.zip - <Installation_directory>\Pentaho\server
      • pdd-plugin-ee-X.X.0-dist.zip - <Installation_directory>\Pentaho\server\pentaho-server\pentaho-solutions\system
      • pir-plugin-ee-X.X.0-dist.zip - <Installation_directory>\Pentaho\server\pentaho-server\pentaho-solutions\system
      • paz-plugin-ee-X.X.0-dist.zip - <Installation_directory>\Pentaho\server\pentaho-server\pentaho-solutions\system
      • pentaho-operations-mart-X.X.0-dist.zip - <Installation_directory>\Pentaho\server\pentaho-server\data
    2. Verify that you have the following folders:
      • pentaho\server\pentaho-server\pentaho-solutions\system\analyzer
      • pentaho\server\pentaho-server\pentaho-solutions\system\dashboards
      • pentaho\server\pentaho-server\pentaho-solutions\system\pentaho-interactive-reporting
      • pentaho\server\pentaho-server
      • pentaho\server\pentaho-server\data\<database name>