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Contents

WelcometothePentahoUserConsole...2

Introduction..2

PortalFunctionality.2

RunaReport...4

ScheduleaReport...4

AuthorizeReportSecurity..5

Conclusion.6

WelcometothePentahoUserConsole

August2012

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IntroductionThisdocumentprovidesanoverviewofthePentahoUserConsole,aportaltoaccessyourorganizationscritical

informationinasingleplaceincludingreports,analysis,queriesanddashboards.Asyouworkthroughthis

document,youwilllearnaboutkeyportalfeaturesaccessedthroughthemenuandtoolbar,howtorunand

scheduleareport,andlastly,howtoauthorizereportsecurity.

Pentahoisinstalledwithbuilt-insecurityauthenticationandauthorization.TologintothePentahoUserConsole

youcanuseoneofthedefaultusers,joewiththedefaultpasswordpassword.

PortalFunctionality

1. Once you login you will see the Pentaho User Console. There are several sections to take note of in the console,the Menu Bar, Toolbar, Report Panel and Browse Panel.

a. The Menu Bar includes:i. File Menu which contains options to create, open, and manage reports, as well as a log out

option

ii. View Menu which allows look and feel customizations. For instance, you can change thetheme to your company colors and logo.

iii. Tools Menu which allows for management of reporting data.iv. Help Menu which provides on-line help for the Pentaho User Console

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b. The Toolbar includes:i. Open Button to open existing contentii. Content Creation buttons:

1. Interactive Reports - This button opens a new Interactive Report. This can be doneby clicking the New Report button in the middle of the screen, or selecting File ->

New -> Interactive Report.2. Analysis Reports - This button will open a new Analysis Report. This can be done by

clicking the New Analysis button in the middle of the screen, or selecting File ->

New ->Analyzer Report.

3. Dashboards - This button will open a new Dashboard. This can be done by clickingthe New Dashboard button in the middle of the screen, or selecting File -> New -

> Dashboard.

iii. Workspace - This button will open up the Workspace screen. The Workspace screen will reportwhat has been submitted to run in the background on the server through the Pentaho reportscheduling mechanism.

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RunaReport

1. To run a report double click on Steel Wheels > Reporting > Product Sales Report in the Browse Panel.2. Next, answer the prompts at the top of the report.3. Select the output type and hide the report parameters section.

ScheduleaReport

1. To schedule a report select a report in the Browse Panel of the User Console

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a. Right-click and select Schedule. Next provide a schedule name, a schedule group and a scheduledescription.

b. Next select a recurrence interval and an execution time.c. Finally, select a start and end date for the schedule. Your report is now scheduled.

AuthorizeReportSecurity

1. To authorize report security select a report in the Browse Panel.a. Right-click and select Properties. Next select the Share tab.b. Select the Add buttonc. Select users or roles to grant access to.d. Select the appropriate permissions for each user/role.

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e. Click OK.

Conclusion

This concludes our overview of the Pentaho User Console. To learn more please review the in depth video overviews

and tutorial documents for Pentaho Interactive Reporting, Pentaho Operational Reporting, Pentaho Analyzer and

Dashboards.