QUICK-START EVALUATION - Pentahoevents.pentaho.com/rs/pentaho/images/Pentaho 30 for 30 Quick...
Transcript of QUICK-START EVALUATION - Pentahoevents.pentaho.com/rs/pentaho/images/Pentaho 30 for 30 Quick...
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QUICK-START EVALUATION
Pentaho | 30 for 30 Webinar
Resources & Tips Bo Borland, VP Field Technical Sales
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You just downloaded a modern, unified data integration and business analytics platform.
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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
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GET ACQUAINTED WITH PENTAHO COMPONENTS
BUSINESS ANALYTICS AND DATA INTEGRATION
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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.
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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
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Data Integration (PDI)
PDI
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BA Server and User Console THE HEART OF THE BA SUITE
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Analyzer EXPLORE AND VISUALIZE DATA
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Interactive Reporting AD-HOC, TEMPLATE-BASED REPORTS DEVELOPED IN A BROWSER
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Dashboard Designer ASSEMBLE MULTIPLE VIEWS OF DATA
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Dashboard Framework HIGHLY TAILORED, PIXEL-PERFECT DASHBOARDS
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Report Designer (PRD) THICK-CLIENT REPORT CREATION TOOL FOR PIXEL-PERFECT REPORTS
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Mobile ACCESS AND CREATE NEW CONTENT ON TOUCH-ENABLED TABLET
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Purpose-Built Interfaces Mobile Dashboard Designer Dashboard Framework
Analyzer Interactive Reporting Report Designer
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CONNECT TO AND MODEL YOUR DATA
MULTIPLE MODELING METHODS
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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
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Modeling Your Data
Single Table / Star / Snowflake
Normalized Data Model
Analyzer
Interactive Reporting
Dashboard Designer
Metadata (Reporting)
Analysis Cube
(Analyzer)
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Single Table / Star / Snowflake
Normalized Data Model
Metadata (Reporting)
Analysis Cube
(Analyzer)
Data Access Wizard QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
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Single Table / Star / Snowflake
Normalized Data Model
Metadata (Reporting)
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
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Single Table / Star / Snowflake
Normalized Data Model
Metadata (Reporting)
Analysis Cube
(Analyzer)
Data Access Wizard
Model a dimensional cube
Model SQL-based metadata
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
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Single Table / Star / Snowflake
Normalized Data Model
Metadata (Reporting)
Analysis Cube
(Analyzer)
Interactive Reporting & Analysis Model-driven query using SQL & MDX
Analyzer
Interactive Reporting
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Single Table / Star / Snowflake
Normalized Data Model
Metadata (Reporting)
Analysis Cube
(Analyzer)
Report Designer PIXEL-PERFECT, PROMPTED PRODUCTION REPORTING
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Metadata (Reporting)
Analysis Cube
(Analyzer)
Dashboard Designer
Interactive Reporting
Analyzer
Report Designer
Dashboard Designer
QUICKLY ASSEMBLE WEB-BASED DASHBOARDS
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Single Table / Star / Snowflake
Normalized Data Model
Metadata (Reporting)
Analysis Cube
(Analyzer)
Data Access Wizard
Model a dimensional cube
Model SQL-based metadata
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
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Single Table / Star / Snowflake
Normalized Data Model
Metadata (Reporting)
Analysis Cube
(Analyzer)
Advanced Modeling
Metadata Editor
Schema Workbench
CLIENT-BASED MODELING TOOLS FOR ADVANCED MODELS
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Data Access Wizard
Modeling Options
Metadata Editor
Schema Workbench
MANAGE CONNECTIONS AND MODELS IN ONE LOCATION
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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
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UNDERSTANDING SECURITY MULTIPLE LAYERS OF SECURITY FOR BA SUITE
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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
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•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
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•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
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•Administer security •Read content •Publish content •Schedule content •Create content
Operations-based Security MANAGE ROLE MEMBER’S ABILITY TO PERFORM OPERATIONS
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Object-level Security ACCESS CONTROL LISTS ALLOWS REPORTS AND FOLDERS TO BE SECURED
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•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
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INSTALL PENTAHO AND DEVELOP CONTENT
CAN WE SUPPORT THE PENTAHO PLATFORM
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InfoCenter - http://infocenter.pentaho.com
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Review Supported Technologies
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Install All Components
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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/
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Walk-Through Tutorials
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LEVERAGE PENTAHO RESOURCES
GETTING HELP
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Three Ways to Test Drive