Pentaho 30 For 30 Quick Start Evaluation

Pentaho | 30 for 30 Webinar
QUICK-START EVALUATION
Resources & Tips Bo Borland Director of Sales Engineering
2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
You just downloaded a modern, unified data integration and business analytics platform.
And you have 30 days to evaluate Pentaho for your company.

Get acquainted with Pentaho components How to connect to and model your data Install Pentaho and develop content Leverage Pentaho resources
BUSINESS ANALYTICS AND DATA INTEGRATION
GET ACQUAINTED WITH PENTAHO COMPONENTS

4 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555
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.
Component Architecture
Thin Client
Web Portal Interactive Reporting
Analyzer Dashboards
Report Designer
HTTP/HTTPS
J2EE Container (Apache Tomcat)
Server
BA Server
DI Server
Workstation
Publish
PDI Designer
Report Designer
Metadata Design
Data Integration (PDI)
PDI
BA Server and User Console

THE HEART OF THE BA SUITE
Analyzer
EXPLORE AND VISUALIZE DATA
Interactive Reporting
AD-HOC, TEMPLATE-BASED REPORTS DEVELOPED IN A BROWSER
10
Dashboard Designer
ASSEMBLE MULTIPLE VIEWS OF DATA
11
Dashboard Framework
HIGHLY TAILORED, PIXEL-PERFECT DASHBOARDS
12
Report Designer (PRD)

THICK-CLIENT REPORT CREATION TOOL FOR PIXEL-PERFECT REPORTS
13
Mobile
ACCESS AND CREATE NEW CONTENT ON TOUCH-ENABLED TABLET
14
Purpose-Built Interfaces
Mobile Dashboard Designer Dashboard Framework
Analyzer
Report Designer
15
MULTIPLE MODELING METHODS
CONNECT TO AND MODEL YOUR DATA

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
17
Modeling Your Data

Analyzer Single Table / Star / Snowflake
Analysis Cube (Analyzer)
Dashboard Designer
Normalized Data Model

Metadata (Reporting)
18
Data Access Wizard

Single Table / Star / Snowflake
QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA

19
Data Access Wizard


Connect to your data and choose tables
Create table joins

20
Data Access Wizard


Model a dimensional cube
Model SQL-based metadata

21
Interactive Reporting & Analysis

Model-driven query using SQL & MDX
Analysis Cube (Analyzer) Analyzer

22
Report Designer
PIXEL-PERFECT, PROMPTED PRODUCTION REPORTING

23
Dashboard Designer
QUICKLY ASSEMBLE WEB-BASED DASHBOARDS

Analyzer
Analysis Cube (Analyzer) Report Designer
Dashboard Designer
24
Data Access Wizard


Model a dimensional cube
Model SQL-based metadata

25
Advanced Modeling
CLIENT-BASED MODELING TOOLS FOR ADVANCED MODELS
Schema Workbench

Metadata Editor
26
Modeling Options
MANAGE CONNECTIONS AND MODELS IN ONE LOCATION
Schema Workbench
Data Access Wizard
Metadata Editor
27
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
MULTIPLE LAYERS OF SECURITY FOR BA SUITE
UNDERSTANDING SECURITY
29
Security Overview
MULTIPLE LAYERS OF SECURITY AT THE CORE OF THE BA SUITE INFRASTRUCTURE SECURITY Communication over the network USER AUTHENTICATION Verifying the users 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
30
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
31
User Authentication
MANY OPTIONS FOR AUTHENTICATING USERS 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
32
Operations-based Security
Administer security Read content Publish content Schedule content Create content
MANAGE ROLE MEMBERS ABILITY TO PERFORM OPERATIONS
33
Object-level Security
ACCESS CONTROL LISTS ALLOWS REPORTS AND FOLDERS TO BE SECURED
34
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
35
CAN WE SUPPORT THE PENTAHO PLATFORM
INSTALL PENTAHO AND DEVELOP CONTENT

InfoCenter - http://infocenter.pentaho.com
37
Review Supported Technologies
38
Install All Components
39
Configure Pentaho Systems
JDBC Driver Locations

1. 2. 3. 4. 5. 6. 7.
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/
40
Walk-Through Tutorials
41
GETTING HELP
LEVERAGE PENTAHO RESOURCES

Three Ways to Test Drive
43
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
Thank You
JOIN THE CONVERSATION. YOU CAN FIND US ON:
blog.pentaho.com @Pentaho
Facebook.com/Pentaho Pentaho Business Analytics
45

Pentaho 30 For 30 Quick Start Evaluation

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Pentaho | 30 for 30 Webinar

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

And you have 30 days to evaluate Pentaho for your company.

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

BUSINESS ANALYTICS AND DATA INTEGRATION

GET ACQUAINTED WITH PENTAHO COMPONENTS

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Web Portal Interactive Reporting

J2EE Container (Apache Tomcat)

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Data Integration (PDI)

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

BA Server and User Console

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Report Designer (PRD)

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

MULTIPLE MODELING METHODS

CONNECT TO AND MODEL YOUR DATA

What Does Your Data Look Like

Structured Data Single Table / Star / Snowflake

Streaming Data Optimized for low-latency query and analysis

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Modeling Your Data

Normalized Data Model

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Data Access Wizard

QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA

Analysis Cube (Analyzer)

Normalized Data Model

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Data Access Wizard

QUICK START FOR CONNECTING TO YOUR DATABASE AND MODELING METADATA

Analysis Cube (Analyzer)

Create table joins

Normalized Data Model

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Data Access Wizard

Single Table / Star / Snowflake

Model a dimensional cube

Model SQL-based metadata

Normalized Data Model

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Interactive Reporting & Analysis

Normalized Data Model

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

PIXEL-PERFECT, PROMPTED PRODUCTION REPORTING

Analysis Cube (Analyzer)

Normalized Data Model

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

QUICKLY ASSEMBLE WEB-BASED DASHBOARDS

Analysis Cube (Analyzer) Report Designer

2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Data Access Wizard

Single Table / Star / Snowflake

Model a dimensional cube

Model SQL-based metadata