These slides are from our recent 30 for 30 webinar tailored towards people that have downloaded the Pentaho evaluation and want to know more about all the data integration and business analytics components part of the trial, how to easily integrate data, and best practices for installing/developing content.

1. Pentaho | 30 for 30 Webinar
QUICK-START
EVALUATION
Resources & Tips
Bo Borland – Director of Sales Engineering
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2. You just downloaded a
modern, unified data
integration and business
analytics platform.
2
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3. And you have 30 days to
evaluate Pentaho for
your company.
•
•
How to connect to and model your data
•
Install Pentaho and develop content
•
3
Get acquainted with Pentaho components
Leverage Pentaho resources
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4. BUSINESS ANALYTICS AND DATA INTEGRATION
GET ACQUAINTED WITH
PENTAHO COMPONENTS
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5. 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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6. Analyzer
Web Portal
Interactive Reporting
Report Designer
Dashboards
HTTP/HTTPS
Thin Client
Component Architecture
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DI Server
BA Server
PDI Designer
Report Designer
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Metadata Design
Publish
Workstation
Server
J2EE Container (Apache Tomcat)

7. Data Integration (PDI)
PDI
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8. BA Server and User Console
THE HEART OF THE BA SUITE
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9. Analyzer
EXPLORE AND VISUALIZE DATA
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10. Interactive Reporting
AD-HOC, TEMPLATE-BASED REPORTS DEVELOPED IN A BROWSER
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11. Dashboard Designer
ASSEMBLE MULTIPLE VIEWS OF DATA
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12. Dashboard Framework
HIGHLY TAILORED, PIXEL-PERFECT DASHBOARDS
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13. Report Designer (PRD)
THICK-CLIENT REPORT CREATION TOOL FOR PIXEL-PERFECT REPORTS
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14. Mobile
ACCESS AND CREATE NEW CONTENT ON TOUCH-ENABLED TABLET
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15. Purpose-Built Interfaces
Mobile
Analyzer
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Dashboard Designer
Interactive Reporting
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Dashboard Framework
Report Designer

16. MULTIPLE MODELING METHODS
CONNECT TO AND MODEL YOUR
DATA
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17. What Does Your Data Look Like
Structured Data
Normalized Data Model
Structured Data
Single Table / Star / Snowflake
PDI
Unstructured Data
Streaming Data
Optimized for low-latency
query and analysis
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18. Modeling Your Data
Analyzer
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Dashboard Designer
Normalized Data Model
Metadata
(Reporting)
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Interactive Reporting

19. Data Access Wizard
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Normalized Data Model
Metadata
(Reporting)
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20. Data Access Wizard
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
Connect to your data and choose tables
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Create table joins
Normalized Data Model
Metadata
(Reporting)
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21. Data Access Wizard
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
Model a dimensional cube
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Model SQL-based metadata
Normalized Data Model
Metadata
(Reporting)
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22. Interactive Reporting & Analysis
Model-driven query using SQL & MDX
Analyzer
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Interactive Reporting
Normalized Data Model
Metadata
(Reporting)
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23. Report Designer
PIXEL-PERFECT, PROMPTED PRODUCTION REPORTING
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Normalized Data Model
Metadata
(Reporting)
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24. Dashboard Designer
QUICKLY ASSEMBLE WEB-BASED DASHBOARDS
Analyzer
Analysis
Cube
(Analyzer)
Dashboard Designer
Report
Designer
Metadata
(Reporting)
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Interactive
Reporting

25. Data Access Wizard
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA
Model a dimensional cube
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Model SQL-based metadata
Normalized Data Model
Metadata
(Reporting)
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26. Advanced Modeling
CLIENT-BASED MODELING TOOLS FOR ADVANCED MODELS
Single Table / Star /
Snowflake
Analysis
Cube
(Analyzer)
Normalized Data Model
Metadata Editor
Metadata
(Reporting)
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Schema Workbench
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27. Modeling Options
MANAGE CONNECTIONS AND MODELS IN ONE LOCATION
Schema Workbench
Data Access Wizard
Metadata Editor
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28. Summary - 5 Simple Steps
FROM DATA TO DASHBOARDS
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 webbased 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
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29. MULTIPLE LAYERS OF SECURITY FOR BA SUITE
UNDERSTANDING SECURITY
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30. 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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31. Infrastructure Security
MAKING SURE THE COMMUNICATION IS SECURE
HTTP HTTPS
SSL
Data sources
•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
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32. User Authentication
MANY OPTIONS FOR AUTHENTICATING USER’S IDENTITY
LDAP
Relational Tables
•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
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33. Operations-based Security
MANAGE ROLE MEMBER’S ABILITY TO PERFORM OPERATIONS
•Administer security
•Read content
•Publish content
•Schedule content
•Create content
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34. Object-level Security
ACCESS CONTROL LISTS ALLOWS REPORTS AND FOLDERS TO BE SECURED
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35. Data-level Security
METADATA MODELS AND REPORTS CAN BE BUILT WITH ROW-LEVEL SECURITY
•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
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36. CAN WE SUPPORT THE PENTAHO PLATFORM
INSTALL PENTAHO AND
DEVELOP CONTENT
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37. InfoCenter - http://infocenter.pentaho.com
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38. Review Supported Technologies
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39. Install All Components
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40. Configure Pentaho Systems
JDBC Driver Locations
1.
2.
3.
4.
5.
6.
7.
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BA Server:
Aggregation Designer:
Metadata Editor:
Report Designer:
Schema Workbench:
Data Integration:
Data Integration Server:
/pentaho/server/biserver-ee/tomcat/lib/
/pentaho/design-tools/agg-designer/drivers/
/pentaho/design-tools/metadata-editor/libext/JDBC/
/pentaho/design-tools/report-designer/lib/jdbc/
/pentaho/design-tools/schema-workbench/drivers/
/pentaho/design-tools/data-integration/lib
/pentaho/server/data-integrationserver/tomcat/webapps/pentaho-di/WEB-INF/lib/
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41. Walk-Through Tutorials
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42. GETTING HELP
LEVERAGE PENTAHO
RESOURCES
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43. Three Ways to Test Drive
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44. Pentaho Questions?
Please email your questions to Lyle
Zoumut, Marketing Programs Specialist at
Pentaho.
lzoumut@pentaho.com
We will be sending you:
1. Slides
2. Video
3. Consolidated list of Q&A
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45. Thank You
JOIN THE CONVERSATION. YOU CAN FIND US ON:
blog.pentaho.com
@Pentaho
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Facebook.com/Pentaho
Pentaho Business Analytics
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