Create a connection in the PDI client

Pentaho Data Integration

Version
9.3.x
Audience
anonymous
Part Number
MK-95PDIA003-15
If you want to access the repository items through the PDI client, perform the following steps to create a connection to a Pentaho Repository:
  1. Verify the Pentaho Server is running, and start the PDI client.
  2. Click Connect in the upper right corner of the PDI client toolbar.
    The Pentaho Repository welcome dialog box appears.


    Connect, PDI client toolbar

    Note: If Connect is replaced by a different link name, you are already connected to a repository.
  3. Click Get Started.
  4. Enter or update the Display Name property.
  5. Modify the URL associated with your repository, if necessary.
  6. Click Finish to test the connection of your repository.
    If the test fails, make sure that the port number in the URL is correct. If you installed PDI using the Pentaho Installation Wizard, the correct port should appear in the installation-summary.txt file. The file is in the root directory where you installed PDI.
If the test is successful, you can either Connect Now, Manage Connections, or Finish to close the dialog box. If you choose to finish, you can connect to the repository later through the menu next to the Connect link in the upper right corner of the PDI client toolbar.