Prepare Environment

This step explains how to prepare your computer for the installation of the software. During this step you perform these tasks.

If you plan to install the software on a Mac, you also need to perform one additional step.

Create User Account

Windows User Account

If you plan to install the Pentaho BA Suite on a computer that runs Windows, you do not need to create a special user account. Just make sure that you have the appropriate privileges needed to install software. Often, this means that you need administrative-level privileges for the account that you use to install the software. Some Windows systems have expanded user access and permissions restrictions that change the way the software is installed and accessed by system users. If this happens, the installation wizard will require that you execute it with elevated permissions (Run Elevated status) so that the BA and DI Servers are accessible to all users.

Linux User Account

If you plan to install the software on a computer that runs Linux, create a user account named pentaho on the computer.

  1. Open a Terminal window on the server on which you plan to install the software. If you plan to install the software on a remote computer, establish an OpenSSH session to the remote server.
  2. In the Terminal window, log in as the root user by entering this command at the prompt.
    su root
  3. When prompted, type the password in the Terminal window.
  4. In the Terminal window, create a new user account called pentaho, along with the pentaho home directory, by typing this line.
    sudo useradd -s /bin/bash -m pentaho
    Note: /bin/bash indicates that the user account should be created using the Bash shell. In many Linux distributions, the default new user shell is /bin/sh or some equivalent, such as Dash, that might not use the ~/.bashrc configuration file by default. If you don't have or want to use Bash, adjust the instructions throughout this section accordingly.
  5. In the Terminal window, assign a password for the pentaho user by typing this line.
    sudo passwd pentaho
  6. Verify that you can log in using the newly-created pentaho user account.
    1. In the Terminal window, log in by typing this command.
      su pentaho -
    2. Type the password for the pentaho user account if you are prompted.
    3. Use the Terminal window to navigate to the pentaho directory to verify that it has been created. By default, it is in the /home directory.
    4. Close the Terminal window.

Disable Anti-Spyware and Anti-Virus Programs

Disable any anti-spyware and anti-virus software before installing Pentaho Business Analytics. Some types of software firewalls and anti-virus scanners may also block the BA Server or prevent it from operating normally. After the server is installed, renable them.

Adjust Amount of Memory Mac OS Allocates for PostgreSQL

If you plan to install the software on a Mac OS, you need to increase the amount of memory that it allocates for PostgreSQL. You can skip these instructions if you plan to install the software on Windows or Linux and go to the Install Pentaho BA Suite step.

PostgreSQL is the name of the database that contains audit, schedule and other data that you create when you use Pentaho.  When you run the Installation Wizard, it automatically installs PostgreSQL for you. PostgreSQL starts successfully only if your computer has allocated enough memory. Go to http://www.postgresql.org/docs/devel/static/kernel-resources.html and follow the instructions there on how to adjust the memory settings on your computer.