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MongoDB Instaview Sample template

Sample Instaview template for use with MongoDB that can be easily added to your installation. It demonstrates how to select clickstream data from MongoDB and immediately start to explore it and create visualizations.

Prerequisites

In order follow along with this how-to guide you will need the following:

Pentaho Data Integration (Enterprise Edition Only)

A desktop installation of Pentaho Data Integration. 30-Day Eval here.

MongoDB

A single-node local cluster is sufficient for these exercises but a larger and/or remote configuration will work as well. You will need to know the address and port that MongoDB is running on and have a user id and password for the server (if applicable).
This guide was developed using the MongoDB version 2.2.1. You can find MongoDB downloads here:http://www.mongodb.org/downloads

Sample Files

This sample uses the page_successions.txt.zip data from the Write Data To MongoDB How To. If you already performed that How To then you already have the correct sample data stored in your instance of MongoDB.

Step-By-Step Instructions

Setup

Start MongoDB if is not running.

Load the sample data into your instance of MongoDB

If you have already performed the Write Data To MongoDB How To, then you already have the correct sample data stored in your instance of MongoDB. You can go to the next step.

  1. Get the Sample Data: Click page_successions.txt.zip to download the sample data and extract to the folder of your choice.
  2. Get the Sample Data Transform: Click insta_mongodb_page_successions.ktr and save it in the same folder as the page_successions.txt file from the previous step.
  3. Start PDI: Start up Pentaho Data Integration and select the "Data Integration" perspective if you are not already there.
  4. Load the Sample Data Transform: Choose 'File' -> 'Open...' from the menu system or click on the 'Open file' icon on the toolbar. Navigate to the insta_mongodb_page_successions.ktr that you downloaded earlier.
  5. Edit the MongoDB Output Step: Double-click on the 'MongoDB Output' step to edit its properties. Enter this information on the 'Configure Connection' tab:
    1. The host, port: the connection information for your MongoDB installation.
    2. Enter Username and Password if required by your installation.

      Click 'OK' to close the window.
  6. Save the Transformation: Choose 'File' -> 'Save' from the menu system.
  7. Run the Transformation: Choose 'Action' -> 'Run' from the menu system or click on the green run button on the transformation toolbar. A 'Execute a transformation' window will open. Click on the 'Launch' button. An 'Execution Results' panel will open at the bottom of the PDI window and it will show you the progress of the transformation as it runs. After a few seconds the transformation should finish successfully:

If any errors occurred the transformation step that failed will be highlighted in red and you can use the 'Logging' tab to view error messages.

Add the MongoDB sample template to your copy of Instaview

Now that there is data in the right place, all we need to do is drop the Template and icon into the correct folder

  1. Get the Template: Click MongoDB.ktr to download the Template and save it to your instaview template Samples folder. Navigate to the install directory where Pentaho Data Integration is installed. From there, navigate to:
    plugins/spoon/agile-bi/platform/pentaho-solutions/system/instaview/templates/Samples
  2. Get the Icon: Click MongoDB.png to download the Icon and save in the same folder as the template from the previous step
  3. Switch to Instaview: Start up Pentaho Data Integration (you do not need to restart) and select the "Instaview" perspective.
  4. Try the sample: From the Instaview Welcome Screen:
    1. Click: "Create New"
    2. Click: "Samples"
    3. Select: "MongoDB"
    4. Click: "OK"
  5. Input Step: Enter this information:
    1. The host, port: the connection information for your MongoDB installation.
    2. Enter Username and Password if required by your installation.
    3. Click "Preview" to verify your connection information.
    4. Click "OK" to run


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