Using the Windows Installation Utility

These instructions are for Windows users only. Linux users should refer to the Linux installation instructions instead.
Note: You must disable any anti-spyware software before installing the BI Suite. Some types of software firewalls and anti-virus scanners may also block the BI Server or prevent it from operating normally.

Step-by-step instructions for using the installer are below. You may need to adjust the instructions for your specific situation.

  1. Run the installation utility as you would any other program - double-click it.
  2. When the installation utility starts, you'll see a Pentaho splash screen. Click Next. The graphical installer welcome screen
  3. Accept the license agreement to continue.
  4. When prompted for which Pentaho applications you want to install, uncheck all options except BI Server and Data Integration Server. If you have a Pentaho Dashboards Enterprise Edition or Pentaho Analysis Enterprise Edition license key, select the checkboxes for the Dashboard Designer and Pentaho Analyzer options, respectively. If you do not have the requisite support entitlements, the Dashboard Designer and Pentaho Analyzer plugins will not work, and they will change your Pentaho User Console interface permanently. There is no direct harm in installing these plugins if you do not have support entitlements for them; however, you will have to ensure that your users are properly trained to avoid the disabled functions in the Pentaho User Console. If necessary, it is possible to install Dashboard Designer and Pentaho Analyzer later by using archive packages.
    Note: If you install Pentaho Analyzer, you must also install Dashboard Designer due to a software dependency.
  5. When asked if you would like to install the Pentaho sample data, select No if this is a production install. The sample data is useful for evaluating the BI Suite, but tends to get in the way in a production environment.
  6. Next, you'll be asked to choose a directory to install to. Feel free to select a new path, but for documentation continuity and support purposes, you should leave the actual directory name alone. The default directory is ~/pentaho/ You cannot install into a directory that already exists.
  7. In the next screen, type in a root password for the MySQL database. The BI Suite installer provides a MySQL database to store your reports and analysis views. The root password is for the internal database root user, not the global system root (administrator) user. This is the account that has total control over all MySQL databases.
  8. The next step asks for a publish password, which controls access to the BI Server from Pentaho client tools such as Report Designer and Schema Workbench. If you do not set a publish password, you will not be able to publish from client tools to the BI Server.
  9. Next, you'll be asked to supply account details for a Pentaho administrator account. This will be both your Pentaho User Console and Pentaho Enterprise Console login information.
  10. Optional: If any of the default Pentaho BI and DI Server ports (8088, 8080, 8012, 9092, 9080, 8443, 8143, and 3306) are not available on your system, the default numbers will increment by one until an available port is found.
  11. A summary screen will show you an overview of which BI Suite components you've chosen to install, and the ports that all of the necessary services will run on, . Click Next to leave this screen, then Next again to commence installation.

Once the installation wizard is complete, the BI Server and DI Server should be up and running with default parameters. You have the option of starting the Pentaho Enterprise Console, Pentaho User Console, and Pentaho Data Integration during the last step of the installation process. You should choose the of these options so that you can properly test and configure your BI Server installation. If you choose them, your default Web browser will open and display tabs for the console pages that you selected.

Note: Two terminal windows will remain open after installation. Closing them will terminate the BI Server and DI Server processes for this session.
Note: The BI Server is now installed as a service in Windows, meaning it will start and stop when Windows starts up and shuts down. The Pentaho Enterprise Console and Data Integration Server must be manually run from the Start menu, however.