30 for 30: Quick Start Your Pentaho Evaluation

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QUICK-START EVALUATION

Pentaho | 30 for 30 Webinar

Resources & Tips Bo Borland – Director of Sales Engineering


You just downloaded a modern, unified data integration and business analytics platform.


And you have 30 days to evaluate Pentaho for your company.

• Leverage Pentaho resources

• Get acquainted with Pentaho components

• How to connect to and model your data

• Install Pentaho and develop content


GET ACQUAINTED WITH PENTAHO COMPONENTS

BUSINESS ANALYTICS AND DATA INTEGRATION


Introducing Pentaho

Pentaho BA Suite consists of Data Integration (DI) and Business Analytics (BA) components

DI Components allow you to connect to and extract and prepare data from diverse data sources such as relational databases, NoSQL databases and Hadoop.

BA Components help you design metadata model, create reports and dashboards, and analyze your data.


Component Architecture Publish

HTTP/HTTPS

J2EE Container (Apache Tomcat)

DI Server Serv

er

BA Server

Wor

ksta

tion Report Designer PDI Designer Metadata Design

Thin

Clie

nt

Web Portal

Interactive Reporting

Analyzer

Dashboards

Report Designer


Data Integration (PDI)

PDI


BA Server and User Console THE HEART OF THE BA SUITE


Analyzer EXPLORE AND VISUALIZE DATA


Interactive Reporting AD-HOC, TEMPLATE-BASED REPORTS DEVELOPED IN A BROWSER


Dashboard Designer ASSEMBLE MULTIPLE VIEWS OF DATA


Dashboard Framework HIGHLY TAILORED, PIXEL-PERFECT DASHBOARDS


Report Designer (PRD) THICK-CLIENT REPORT CREATION TOOL FOR PIXEL-PERFECT REPORTS


Mobile ACCESS AND CREATE NEW CONTENT ON TOUCH-ENABLED TABLET


Purpose-Built Interfaces Mobile Dashboard Designer Dashboard Framework

Analyzer Interactive Reporting Report Designer


CONNECT TO AND MODEL YOUR DATA

MULTIPLE MODELING METHODS


What Does Your Data Look Like

Structured Data Single Table / Star / Snowflake

Structured Data Normalized Data Model

Unstructured Data

Optimized for low-latency query and analysis

PDI

Streaming Data


Modeling Your Data

Single Table / Star / Snowflake

Normalized Data Model

Analyzer


Dashboard Designer

Metadata (Reporting)

Analysis Cube

(Analyzer)





Analysis Cube

(Analyzer)

Data Access Wizard QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA





Analysis Cube

(Analyzer)

Data Access Wizard

Connect to your data and choose tables

Create table joins

QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA





Analysis Cube

(Analyzer)

Data Access Wizard

Model a dimensional cube

Model SQL-based metadata






Analysis Cube

(Analyzer)

Interactive Reporting & Analysis Model-driven query using SQL & MDX

Analyzer






Analysis Cube

(Analyzer)

Report Designer PIXEL-PERFECT, PROMPTED PRODUCTION REPORTING



Analysis Cube

(Analyzer)

Dashboard Designer


Analyzer

Report Designer

Dashboard Designer

QUICKLY ASSEMBLE WEB-BASED DASHBOARDS





Analysis Cube

(Analyzer)

Data Access Wizard

Model a dimensional cube

Model SQL-based metadata






Analysis Cube

(Analyzer)

Advanced Modeling

Metadata Editor

Schema Workbench

CLIENT-BASED MODELING TOOLS FOR ADVANCED MODELS


Data Access Wizard

Modeling Options

Metadata Editor

Schema Workbench

MANAGE CONNECTIONS AND MODELS IN ONE LOCATION


1. Review your source data to determine if PDI is needed Does the data need to be transformed, cleaned or

enriched? Does the data need to be converted to a dimensional

model? Does the data require blending two data sources? Do you need to parse unstructured data? Do you need to parse big data such as NoSQL data?

2. Develop your initial metadata and cube models using the web-based Data Access Wizard

3. Create Analyzer Views (visualizations) and possibly Interactive Reports

4. Create Dashboard Designer Dashboards using content from Step 3

5. If required, refine and enhance your existing metadata models with Metadata Editor and Schema Workbench

Summary - 5 Simple Steps FROM DATA TO DASHBOARDS


UNDERSTANDING SECURITY MULTIPLE LAYERS OF SECURITY FOR BA SUITE


Security Overview MULTIPLE LAYERS OF SECURITY AT THE CORE OF THE BA SUITE

•INFRASTRUCTURE SECURITY • Communication over the network

•USER AUTHENTICATION • Verifying the user’s identity

•OPERATIONS-BASED SECURITY • Securing feature \ operations within Pentaho by role

•OBJECT-LEVEL SECURITY • Access controls to files, folder, and data sources

•DATA-LEVEL SECURITY • Securing actual rows of data


•Supports http and https between browser and pentaho •Deployed in standard application servers (tomcat, jboss)

• Proven platforms; use Java 7

•SSL connections available for data sources that support SSL

Infrastructure Security MAKING SURE THE COMMUNICATION IS SECURE

HTTP \ HTTPS

Data sources

SSL


•Pentaho supports several user stores • LDAP, Microsoft Active Directory, a set of relational tables, etc.

•SSO via CAS and integrated windows authentication

•Highly customizable and extendable

• Uses Spring Security

User Authentication MANY OPTIONS FOR AUTHENTICATING USER’S IDENTITY

Relational Tables

LDAP


•Administer security •Read content •Publish content •Schedule content •Create content

Operations-based Security MANAGE ROLE MEMBER’S ABILITY TO PERFORM OPERATIONS


Object-level Security ACCESS CONTROL LISTS ALLOWS REPORTS AND FOLDERS TO BE SECURED


•Metadata models can be built with row-level security • Based upon user or role • User is unaware of the filtering of the data

•Reports can also build in the data filtering • Use most frequently when using direct SQL in report

•Allows shared reports but the data customized for the user • Share a report \ metadata model • Users see only their data

Data-level Security METADATA MODELS AND REPORTS CAN BE BUILT WITH ROW-LEVEL SECURITY


INSTALL PENTAHO AND DEVELOP CONTENT

CAN WE SUPPORT THE PENTAHO PLATFORM


InfoCenter - http://infocenter.pentaho.com

http://infocenter.pentaho.com/


Review Supported Technologies


Install All Components


Configure Pentaho Systems

JDBC Driver Locations 1. BA Server: /pentaho/server/biserver-ee/tomcat/lib/ 2. Aggregation Designer: /pentaho/design-tools/agg-designer/drivers/ 3. Metadata Editor: /pentaho/design-tools/metadata-editor/libext/JDBC/ 4. Report Designer: /pentaho/design-tools/report-designer/lib/jdbc/ 5. Schema Workbench: /pentaho/design-tools/schema-workbench/drivers/ 6. Data Integration: /pentaho/design-tools/data-integration/lib 7. Data Integration Server: /pentaho/server/data-integration-

server/tomcat/webapps/pentaho-di/WEB-INF/lib/


Walk-Through Tutorials


LEVERAGE PENTAHO RESOURCES

GETTING HELP


Three Ways to Test Drive


Pentaho Questions?

Please email your questions to Lyle Zoumut, Marketing Programs Specialist at Pentaho.

[email protected] We will be sending you: 1. Slides 2. Video 3. Consolidated list of Q&A


Thank You

blog.pentaho.com

@Pentaho

Facebook.com/Pentaho

Pentaho Business Analytics

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