Prepare for going live

Try Pentaho Data Integration and Analytics

Version

9.3.x

Audience

anonymous

Part Number

MK-95PDIA000-11

This section is divided into two parts; the first part serves as a checklist for setting up a Pentaho Server, and the second consists of prerequisites that you must perform before going live with your production server. If you already have your production server ready to go, skip ahead to the tasks listed in the Prerequisites for Go Live - Checklist for Production Server table below.

Table. Pentaho Server Set Up Checklist
Task	Do This	Notes
Verify System Requirements	Consult the Components Reference. Consult the JDBC drivers reference.	Acquired one or more servers that meet the requirements. Obtained the correct drivers for your system.
Obtain Software and Install the Pentaho Server	Install Pentaho Suite. See Install Pentaho Data Integration and Analytics for instructions. Download and install the latest service pack. See Administer Pentaho Data Integration and Analytics for instructions. Access the User Console. See Pentaho Business Analytics for instructions.	Installed the software. Installed the latest service pack. Accessed the User Console, toured the Administration page, and changed the default administrator password. If you need to, see the next segment to change the fully qualified URL for the Pentaho Server.
Change the Server Fully Qualified URL	Change the Pentaho Server's fully qualified URL if necessary. See Administer Pentaho Data Integration and Analytics for instructions.	If you are going to have many machines pointing to one server, make sure you change the fully qualified URL and verify that you can connect to it.
Configure the Server	Manage the licenses. See Administer Pentaho Data Integration and Analytics for instructions. Specify the data connections for the Pentaho Server. See Install Pentaho Data Integration and Analytics for instructions. Set up emails for scheduled reports. See Pentaho Business Analytics for instructions.	Added all relevant Pentaho licenses. Set up your data connections. Configured an email server through the Administration page.

This checklist guides you through the tasks you need to do to ensure a smooth transition from a development server to a live production server.

Table. Prerequisites for Go Live - Checklist for Production Server
Task	Do This	Notes
Compare configuration files	Compare configuration files. Verify and increase memory settings. See Administer Pentaho Data Integration and Analytics for instructions.	Differences between configuration files are identified. Unified properties file is committed to version control. Memory settings have been increased as applicable.
Verify Data Sources	Specify data connections for the Pentaho Server. See Install Pentaho Data Integration and Analytics for instructions. Define JNDI connections for the Pentaho Server. See Install Pentaho Data Integration and Analytics for instructions.	Make sure data sources are able to be promoted. Established JNDI sources as replacements if needed.
Define Security	Define security for the Pentaho Server. See Administer Pentaho Data Integration and Analytics for instructions. Manage users and roles. See Pentaho Business Analytics for instructions. Implement advanced security. See Administer Pentaho Data Integration and Analytics for instructions.	Security is implemented. Users, roles, and permissions are defined.
Upload Content	Upload and download from the Pentaho Repository. See Administer Pentaho Data Integration and Analytics for instructions.	Uploaded files and folders.