Notes on 5.x Migration

BI projects in Mexico have been slow for me so I haven’t posted much information lately. But the release of 5.1 CE in par with the EE version deserves a mention and a post.

Moreover since webdetails has made Dashboards development something doable interactively, coherent and documented but at the same time a nightmare for each time you upgarade their ctools plugins an improvement on them messes up your dashboard’s looks.

Well, I have just upgrated with the CE release from 5.01 to 5.1 and kudos for making that an easy job. Thanks for thinking on us that can only use Open Source products.


Notes on the 5.x version

For years from 2.5 up to 4.8 version the BI Server, the link between the individual Pentaho projects was guided by a Pentaho team, but somehow decided to unload the web project to a new partner for for the 5.01 release.

So some changes on its infrastructure were expected, this is what I have notice so far:

  • The repository (a fancy way to describe the pentaho-solutions folder on the CE standar edition) was migrated to a encrypted structure on the pentaho-solutions/system that you can set on folder or in a database.
    So now you have to ‘upload’ some of your files to this structure like reports, resources (images, css) so they can be found by the BI web server. Some others like the .ktr transformations can still live on normal files, it depends on how you code the paths on your programs. I like this as version control can be maintained on them.
    The users, new roles and datasources have also been moved from a database to the Jackrabit Content Repository (JCR).
    All the administration can be done from the BI web server.
  • The important configuration files retain their functionallity and location, but others are being taken to pieces or relocated so they can be consolidated on new ones.
    They are being commented so the inconvenience is minimal.
  • The console or web interface has a new paradigm, so you and your users will need a video or a presentation to get full use of it. Navigation between browsing programs, results, administration or home page is controlled by a selector on your upper left insted of the older tabbed interface.
  • Most of your development will need to be done or maintened.
    The sequencing actions (.xactions) files are deprecated and can be migrated once you know to:
    - Edit them without special characters (use unicode) speccially in the name.
    - Save them in UTF-8 or cant be uploaded.
    - Change <viewer>Pivot</viewer> to <viewer>plugin/jpivot/Pivot</viewer>
    - Change <model><![CDATA[solution:your-path/your-model.mondrian.xml]]></model>
    to <model><![CDATA[mondrian:/your-model]]></model>.
    Note: You have to upload the model to the repository. You browse to your folder on the web UI and click on upload.
    - The Design Studio is no longer maintained and a text editor can be used
  • The Report Designer has new attributes and quirks but its ok. Now you can ‘publish’ yor reports to your server.
    I used to specify which formats could the user select for output on a parameter, now is a default and you can select a default on the PRD.
  • The Metadata editor can read the models and publish them to the BI server too.
  • Once you save a .ktr file you won’t be allowed to read it in the olver PDI version.
  • What I miss is the Saiku Reporter as it has not been migrated yet.
    Those programs and the ones on Ad-hoc queries (now on WAQR plugin on the marketplace) had to be built from scratch so documentation of your site is very important on this migration.
  • The changes on CDE are many, really, many things have changed: The protovis library it uses has been deprecated, the version changed from 1.0 to 2.0 as a result interface fields have changed and a few don’t work as advertised. Check next section so you’ll be warned.

Dashboard Changes

Graphical representation is a key in information visualization, to make graph libraries present the way you desire you need documentation.

The webdetails site has good documentation on the CDE to get started but some later changes are not explained for ‘advanced topics’. you’ll need to browse the protovis site or look for tips like this one on vesion changes Main_Changes_New_Features_CCC_v2.

Some changes are minimal, as an example, you used to set an extension point as a pair: pie_innerRadius,50. Now you use: slice_innerRadiusEx,50%. You can see that you will need lots of time to make your dashboard behave like it used to.

Other point of difficulty are functions and how you pass a parameter, You used to format a tooltip:

function f(value){return ('$'+sprintf("%.1f", value)+'m')}

now you pass an object and has to specify the full path:

function f(scene){
    return ('Puesto '+scene.vars.category.value+' , con '+scene.vars.value.value+' personas');
}

The problem is that the object has a few variations and can be navigated on some others.

Tip: The code to trigger a change on a click change from:

function d(a,b,c){ updateParamFunc("PARAM_MARKET", b) }

to

function d(scene){ updateParamFunc("PARAM_MARKET", scene.vars.category.value) }

Heres an article on the pentaho forum that talks about extension points.

I noticed also than table rendering has changed from 5.01 to 5.1, now its better as has several divs to control format but you will have to use your firebug plugin to tame them with .css files (that has to be uploaded to the repository).

 

Customize The Pentaho 5.x Look

If you want to present a Pentaho Demo with your company or client data, you have to upload relevant data, develop reports and maybe OLAP models and queries, what is left is to tune the BI Server to your liking, then this post is for you.

Because what follows is a list of quick and dirty tips to make that customization. It’is not the preferred way but it works, so:

Login Screen

Images

You will need two images:

  • Logo, 360×93 pixels in size. Transparency recommended.
    replace at pentaho-solutions\system\common-ui\resources\themes\images\puc-login-logo.png
  • Background, 1255×663 pixels in size. Brightness added to emulate original effect
    replace at pentaho-solutions\system\content\common-ui\resources\themes\crystal\images\login-crystal-bg.jpeg

Tested with the Crystal (default) theme.

Screen Text

To modify the text in the screen you can edit a message file. I opted to substitute the variables for fixed words. The file is:

\biserver-ce\tomcat\webapps\pentaho\jsp\PUCLogin.jsp

To change the welcome message, user, password, login button text, copyright just copy and paste those lines, comment the originals and type your text:

<!-- ...getString("UI.PUC.LOGIN.COPYRIGHT", ... div>-->
<div id="login-footer" class="beforeSlide">Open Source BI System by Pentaho</div>

 Main Page

What I changed in the main page is the center panel text, leaving intact the navigation bar on the left and upper toolbars and menues. So I edited:

\biserver-ce\tomcat\webapps\pentaho\mantle\home\content\welcome\index.html

Its a regular html file, just check the divs as they are rendered as tabs or categories in case you want to keep them.

If you like to change wording you need to modify text messages files, modify the text to the right of the equal sign and save them with UTF-8 encoding:

  • In 5.0 and 5.1:
    Main app mesages are located at:
    \biserver-ce\tomcat\webapps\pentaho\mantle\home\properties\messages.properties
  • In 5.0
    To edit the navigation text on the upper left selector, edit:
    \biserver-ce\pentaho-solutions\system\default-plugin\resources\messages\messages.properties
  • In 5.1:
    - One file contains login, navigation content and tools header text. It’s located at
    \biserver-ce\tomcat\webapps\pentaho\mantle\messages\mantleMessages.properties
    - Navigation text and right content of options like browse files are in:
    \biserver-ce\tomcat\webapps\pentaho\mantle\browser\messages_es.properties
  • Optional for translation:
    - Use unicode, ie, \u00E1 insted of á, or otherwise your system may fail after login.
    - Copy each message file to a new one and add your locale, i.e, for spanish copy to messages_es.properties and then edit you translation. You also need to add the line es=Español to the file messages_supported_languages.properties on the same folder.

Restart your server, clear your browser cache and test it.

Notes

Other images were modified in older versions and havent verified if they are used today but they are listed if needed:

  • Logo. 185x50pix. pentaho-solutions\system\common-ui\resources\themes\images\logo.png
  • Logo. 52x60pix. tomcat\webapps\pentaho\mantle\themes\onyx\images\logo.png
  • Login. 224x94pix. tomcat\webapps\pentaho-style\images\login\logo.png

.About other text messages files:

  • There is a similar copy of the first file mentioned above but has no effect:
    \biserver-ce\tomcat\webapps\pentaho\mantle\browser\messages.properties
  • There are older translation files that are no longer needed. But they are listed:
    \biserver-ce\tomcat\webapps\pentaho\mantle\messages\MantleLoginMessages.properties
    \biserver-ce\tomcat\webapps\pentaho\mantle\messages\filechooser_messages.properties

Thanks to:

An evaluation post of 5.0 by nextCoder that suggested the login page straight modification in http://www.nextcoder.com/?p=1172

There is a guide in your Pentaho installation, look into \biserver-ce\tomcat\webapps\pentaho\docs\customizing_pentaho_guide.pdf and now that I open it I discover that has been updated and is consise and complete.

 

Install The Pentaho 5.0 Suite

Pentaho 5

This post is about installing the tools that were published on november 19th, 2013 on Sourceforge, that is version 5.0 and above. Installing a Database that can hold your data permanently and the Pentaho desktop tools and BI web server.

Future posts will be about creating a replica of the demo data on a permanent database that can hold your data, customize the apperance of web server, add notes on the new repository and articles about each Pentaho tool. They will be added through 2014 and the index of the series will be updated as work is done.

Open Source Software

You will download and install:

  • Java Development Kit
  • MySql Database and MySql Dashboard
  • Pentaho Tools:
    1. The ETL or Data Integration. A stand alone app that can be used to access data on diferent formats and systems, process and distribute it to the apropiate people. You can schedule its excecution with the web server or use it as a datasource it with the report designer.
    2. Report Designer, a desktop banded report builder that let you ask for parameters and present your reports on web, excel or pdf.
    3. Metadata Editor A desktop modeler tool that lets you build a meta-model of your data to make easier to your users to navigate it and you to control their access to it.
    4. BI Server, a Tomcat Web Server preconfigured with users, demo data and the pentaho integrated projects.

Java SDK Installation

Use the 32 or 64 bit java version that corresponds to your operating system. To find out which OS version is on your computer:

  • On linux: Open a terminal (launcher->Type Terminal, click on it), type on the command prompt:
    uname -m
    If the answer is i686 you have 32 bits.
  • On windows: Click on Start -> Right Click on Equipment. Select properties. Look up the OS information in the window.

ON Linux

If you know how about user administration, create and use a pentaho user and a pentaho group to install the software, if not, your current user will do.

  1. On Ubuntu:
    Open the ‘Ubuntu Software Center’ (type it on unity search). On the search box type:
    Executable java OpenJDK 7
    click on its install button.
  2. On any linux box:
    In a Terminal, type three commands:

    sudo add-apt-repository ppa:webupd8team/java
    sudo apt-get update
    sudo apt-get install oracle-java7-installer

In version 5.0 the scripts (bat & sh) looks for a PENTAHO_JAVA_HOME variable, so add it yo your profile. Please be carefull this is a configuration file.

  • You need to know the location of the java files.
    If you used the ubuntu center, it must be on
    /usr/lib/jvm/java-7-openjdk-i386
    Confirm this before continuing
  • In a command prompt edit your user .profile or the general profile:
    sudo gedit /etc/environment
    Add at the bottom the variable and the java (the one above the ‘bin’) folder:
    export PENTAHO_JAVA_HOME=/usr/lib/jvm/java-7-openjdk-i386
    save and exit

You can check your java installation by typing on a terminal:

java -version

Windows

Open a web browser and go to:

http://www.oracle.com/technetwork/java/javase/downloads/jdk7-downloads-1880260.html

Download either the 32 bit version: jdk-7u51-windows-i586.exe or the 64 bit file: jdk-7u51-windows-x64.exe and excecute it using administrator privileges (right click on it).

To configure the windows environment variable:

  1. Click Start Button, right-click equipment, select Properties.
  2. On your left, there should be an option: advanced system settings, click on it.
  3. Click on the environment variables button
  4. A dialog will open with two list, in the bottom one, type:
    PENTAHO_JAVA_HOME
    and then the java files path that should be something like:
    C:\Program Files\Java\jdk1.7.0_51

You can check java by typing on a console: java -version

MySQL Database

LINUX

To install MySql :

  1. On Ubuntu:
    Open the ‘Ubuntu Software Center‘ and then type ‘MySql’ to search for it, click on ‘MySQL Server‘ and then the Install button.
    Do the same with ‘MySQL Workbench‘ so you can interact with the database with a graphical tool.
  2. Or you can select other recomended ways for installing your software
    http://dev.mysql.com/doc/refman/5.6/en/linux-installation.html

WINDOWS

This is the main oracle/MySql page. You can select different methods to install it on windows, I prefer to use a MSI installer as it installs and configures the database server to the appropriate access permissions. On your system it can be as simple as running the msi with administration access or exhaustive and detailed port, process and file ownership configuration.

General instructions to download and Install are in this page. The download page is http://dev.mysql.com/downloads/ so install the MySQL Community Server and MySQL Workbench. Remember to select your Windows 32-bit OR 64-bit and MSI not zip download button. You will have standard users, configuration and lots of literature to chatch up, but you are ready to go now.

You can start the server doube clicking on <Your path>\bin\mysql.exe. With the Workbench (or the command window) you can run SQL commands or table editing.

ETL aka Pentaho data Integration (PDI)

Now the easy part: to install Pentaho.

Access the Pentaho Project on source forge. Click on the Data Integration folder. The latest version is 5.0.1-stable (as this writing). Download the .zip file pdi-ce-5.0.1.A-stable.zip.

On your computer, It is easier to put al versions of the Pentaho Suite on a folder, so create a Pentaho5 directory under your home directory and unzip the downloaded file in it (right click and select ‘unzip here’). You should now have a /Pentaho5/data-integration directory with the ETL files.

To test the application:

  • On linux:
    Open a terminal window, change to the the app folder, something like
    cd Pentaho5/data-integration
    and then type
    ./spoon.sh
  • On Windows:
    Use the File Navigator to get to your ETL files, like C:\Pentaho5\ Double click on spoon.bat.

There are a lot of ETL samples in the directory Pentaho5/data-integration/samples/transformations/ from reading text files, sort group, write to database tables. For example ‘Fixed Input…‘ reads a file ‘Textfile input – fixed length sample data.txt‘. To see it working, select the first icon (Fixed..) and hit the F10 key. You will see its contest if you click on launch.

You can also browse and install plugins if you click on help in the toolbar and select marketplace.

Exit the app.

Pentaho Report Designer

The process is similar for the Report Designer. The sourceforge folder is here. The latest version is 5.0.1-stable. You can download prd-ce-5.0.1-stable.zip directly.

Download the file and unzip it on your Pentaho5 folder (right click an unzip it). You should now have a /Pentaho5/report-designer directory.

To test the application;

  • On linux:
    Open a terminal window, change to the the app folder, something like
    cd Pentaho5/report-designer
    and then type
    ./report-designer.sh
  • On Windows:
    Double click on report-designer.bat.

You will notice the desinger elemnets tools on your left, and all cramped on your right the Structure Tab of your report and its elements in the bottom and Data Tab to add your data sources and parameters.

There are a lot of samples in the directory Pentaho5/report-designer/samples from invoice status, sales sumaries, charts or advanced html. The inventory.prpt on the operational reports folder is a nice example. You can execute them by clicking on the green ‘play’ icon in the toolbar.

Exit the app.

Pentaho Metadata

The process of installation is the same as in the previous examples. The sourceforge folder is here. The latest version is 5.0.1-stable. You can download pme-ce-5.0.1-stable.zip directly.

Download the file and unzip it on your Pentaho5 folder (right click an unzip it). You should now have a /Pentaho5/metadata-editor directory.

To test the application;

  • On linux:
    Open a terminal window, change to the the app folder, something like
    cd Pentaho5/metadata-editor
    and then type
    ./metadata-editor.sh
  • On Windows:
    Double click on metadata-editor.bat.

You can browse the steel wheels fisical (database) model, and how it is used then in the business model for browsing from tools like the WAQR -now deprecated- or report designer.

Exit the app.

Pentaho BI Server

The sourceforge folder is here. The latest version is 5.0.1-stable. You can download biserver-ce-5.0.1-stable.zip directly.

Download the file and unzip it on your Pentaho5 folder (right click an unzip it). You should now have a /Pentaho5/biserver-ce. The ce stands for community edition that is the open source or ‘basic’ version or without the much hyped capabilities on the new marketing and videos. Dont worry its pretty capable software.

You must run the Tomcat server to allow it to ‘deploy’ its web applications. It will uncompress folders and directories and set the server to a ‘localhost’ configuration.

  • On linux:
    Open a terminal window, change to the the app folder, something like
    cd Pentaho5/biserver
    and then type
    ./start-pentaho.sh
  • On Windows:
    Double click on start-pentaho.bat.

The startup will take a few minutes. Remember that the server has versions of all the sofware installed, the web server and a database created and running in memory to allow the demo run, so be patient.

To access the login page open your browser (any moder browser is reorted to work ok) and type the URL:

 http://localhost/pentaho:8080

Browse the files, in the public section you’ll find the standar report, olap report and dashboardof the Pentaho Suite.a

You can also add very valuable plugins like saiku o the ctools dashboard web tools (cdf, cde, cda) or waqr using the marketplace option.

To ‘close’ the web server you will need to execute the stop-pentaho script.

Ending comments

Thats it, those are the tools updated by pentaho on 2013. Open source tools like Saiku Reporting are not being ported. Aggregation o Mondrian Schema Editor are being updated. Tools like the Studio Designer are deprecated.
Remember: “Change is good. You go first.” :)

Installing the database and the server as services/startup deamons is a nice option it will be addressed on future post (you can access old articles to do that on this blog). The next post will be on customization of the bi server and then on a database (MySql) redirection, notes on the new repository and then a post on program migration, so stay tunned.

You can visit the main Index.

Pentaho Visualizations

[EDIT: So sorry for not checking this out first, but this is not for us.
  Community Edition is not allowed to play. So skip this one.
  I will not delete it. It will be a reminder to look for an alternative on 2013.]

This is just a reminder for you to visit the event-page in which Pentaho is giving away visualization plug-ins for your Pentaho BI Server.

So far they have a ‘sunburst’ tool which is a double level pie graph and a timeline zoom graph.

Pentaho

(click on the image or open the link)

All they ask for is feedback about improvement or additional ideas.

Next one will be on December 19th, 02012

Pentaho CE 4.8 – BI Server Update

[This is the third edit -15th January 2013-on this post I think this is the final version so everything works]

On November 29, Pentaho (dmoran specifically) published on sourceforge the new versión of the Pentaho BI Server 4.8. That is just a few days behind the Enterprise Edition announcement, that is great news for us.

Also was made available the Data Integration, Pentaho Metadata, Report Designer applications that you should be able to update following the Tools Update post.

The most notorious inprovement in the PUC is a toolbar button to install, upgrade or delete the Saiku or C*Tools plug-ins, its called ‘The Pentaho Marketplace’. If you click on it you will see this dialog:

marketplace

If you’re server is connected to the internet you just need to click on the buttons to upgrade or install plugins!, This is the success dialog:

Dialog

The following instructions should work from upgrading the 3.5-3.10 server if you installed acording to this series, that’s the installation and MySql-DB post. If you made further modifications or want to do the things the ‘best practice way’ then you should do a ‘diff’ for the configuration files, at least the ones mentioned.

If you need details about the instructions refer to each post where it is explained in detail.

Part I: BI Server Demo Install

Just like in the first post:

  1. Download biserver-ce-4.8.0-stable.tar.gz [445.6.5 MB]
  2. Stop your server.
  3. Make a bakup of your /Pentaho/biserver-ce folder, a zip or gzip file should do it.
  4. Rename the folder to /Pentaho/biserver-ce-old.
  5. Move the dowloaded file into \Pentaho
    untar/gzip the two folders:  tar -zxvf biserver-ce-4.8.0-stable.tar.gz
  6. Change the .sh to exetutables [I didn't have to do this but in case you need it]
    Antonio suggested (on first post comments) to use:
    find Pentaho/ -type f -name ‘*.sh’ -exec chmod +x {} \;
  7. Add the java variable to the start and stop .sh files, including the ones in the administration console folders:
    export JAVA_HOME=”/usr/lib/jvm/java-6-openjdk”
    [or java-7-openjdk]
  8. Start the Server and login with joe/password to check the demo at:

    http://localhost:8080/pentaho

    Be patient it may take a few minutes

Part II: Update Plugins

[Edit: JP -in the comments- posted that this step avoids an error on dropdown parameters that happens on some systems. As it works, I suggest you follow his advice.]

If your server is without internet access, follow the C*Tools and Saiku manual install instrucctions.

  1. Click on the marketplace icon on the toolbar.
    Locate the Comunity Dashboard Framework line and click on the view details button. Click on uninstall. Close the dialog.
  2. Restart you server.
  3. Reload the settings on the browser using the menu ->Tools -> Refresh and execute all the options. Clear your browser’s cache.
  4. Click again on view details button from the CDF option, but this time Install the ‘stable’ version not the TRUNK).
  5. Go ahead click on upgrade Saiku Analytics, CDA, CDE.
  6. You need to install the Saiku Reporting add-in manually (as described on Post 3): download it and unpack it into Pentaho/biserver-ce/pentaho-solutions/system.
  7. Reboot the server.
    I hope that in the next version of the marketplace they use use checkboxes and let the thing reiterate so you don’t have to click and waif for each one.
  8. You can check that after the procedure, the plugin-samples->CDF->CDF-> Samples->Charts samples->Chart Samples: works!

Part III: Upgrade your DB and Connections

Lets update the database config files (the same ones that we modified on post 2). Open a file explorer with the biserver-ce-old and the biserver-ce, as we will be copying files from the first one to the second, here is the list.Be carefull not to overwrite the wrong ones.

  1. Shut down the server.
  2. Copy the Hibernate and Quartz DB config files:
    tomcat/webapps/pentaho/META-INF/context.xml
    tomcat/conf/Catalina/localhost/pentaho.xml
  3. Copy the Hibernate security files:
    pentaho-solutions/system/hibernate/hibernate-settings.xml
    pentaho-solutions/system/applicationContext-spring-security-hibernate.properties
    pentaho-solutions/system/applicationContext-spring-security-jdbc.xml
  4. Copy the Datasources:
    pentaho-solutions/system/simple-jndi/jdbc.properties
    pentaho-solutions/system/olap/datasources.xml
  5. Copy your drivers (files not in the new lib folder) from:
    tomcat/lib/
    In my case: mysql-connector-java-5.1.17.jar, ojdbc14.jar, orai18n.jar
  6. Disable the In Memory database from the demo, edit:
    tomcat/webapps/pentaho/WEB-INF/web.xml
    search for: BEGIN HSQLDB in two places, and remove some coment so it will look like this:
    <!– [BEGIN HSQLDB DATABASES]
    <context-param> <param-name>hsqldb-databases</param-name> <param-value>sampledata@../../data/hsqldb/sampledata,hibernate@../../data/hsqldb/hibernate,quartz@../../data/hsqldb/quartz</param-value> </context-param>
    [END HSQLDB DATABASES] –>
    and :
    <!– [BEGIN HSQLDB STARTER]
    <listener> <listener-class>org.pentaho.platform.web.http.context.HsqldbStartupListener</listener-class> </listener>
    [END HSQLDB STARTER] –>.
  7. If you jave generated metadata using tools or dowloading samples you shoud check
    biserver-ce-old/pentaho-solutions/admin/resources/metadata/
    and copy your ‘agile’ file to your new folder.

The following modifications may vary and are optional, they were mentioned in Post 5 – Your Server:

  1. Copy company logo, repace these files from your biserver-ce-old folder:
    biserver-ce/tomcat/webapps/pentaho/mantle/themes/onyx/images/logo.png
    biserver-ce/tomcat/webapps/pentaho-style/images/login/logo.png
  2. Avoid tip on ‘demo users’ at login screen, edit:
    biserver-ce/pentaho-solutions/system/pentaho.xml
    Set these properties to false:
    <login-show-users-list>false</login-show-users-list>
    <login-show-sample-users-hint>false</login-show-sample-users-hint>
  3. Increase Timeout, edit two files:
    biserver-ce/tomcat/conf/web.xml
    biserver-ce/tomcat/webapps/pentaho/WEB-INF/web.xml
    Search for session-timeout and change it from 30 to the seconds you prefer:
    <session-timeout>180</session-timeout>
    While you are editing you can add these at the bottom, just after:
    <!– insert additional resource-refs –>
    Add:
    <security-role>
       <description>security role</description>
       <role-name>PENTAHO_ADMIN</role-name>
    </security-role>
    Its removes a warning on logs at startup, but there a re too many now.
  4. Add your publishing password. Edit:
    biserver-ce/pentaho-solutions/system/publisher_config.xml
    Set the property to your password
    <publisher-password>[your-password]</publisher-password>
  5. Remove Jpivot and waqr warnings.
    Those tool are deprecated, you should be using the Saiku tools, but If you have reports running on those tool, its not nice for your clients, so get to:
    biserver-ce/tomcat/webapps/pentaho/adhoc/styles/
    add at the bottom of these files: jpivot.css and jpivotIE6.css :
    #deprecatedWarning { display: none; }
    And add to (in the same folder): adhoc.css :
    #waqrDeprecatedAlert { display: none; }
  6. On a production system, I hide the .CDA files, its no use to the end user to see the datasource in the treeview so edit:
    biserver-ce/pentaho-solutions/system/cda/plugin.xml
    And comment the lines between:
    <!–
    <content-types>

    </content-types>
    //–>
  7. If you need advanced guidelines on changing http server name and port, connection pools, config for database on other machine, modify the messages, email account setup, and automatic startup, pool connection, etc. Check Post 5 for config notes.

Part IV: Copy your Solution Folders

  1. Check for your work (solutions) in the old
    pentaho-solutions/
    and copy them to your new folder. I have two solutions and a samples from old bi server installations.
  2. If you have kept your .xmi and other configuration files to each solution folder you can upgrade this easily.

That’s it, start your server, you’re on 4.8 now. Now you’ll need to use your own user-password.

PD. Remember to reload the settings on the browser with the menu ->Tools -> Refresh and execute all the options, and clean your browser cache.