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  • 04. Navigating Pentaho
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Home

This is the main page for Pentaho and used to demonstrate what a user might expect to see when accessing their business intelligence application.  It contains an interactive dashboard, navigation areas to browse reports and perform administrative type tasks, and links to access Pentaho News, Training, Demos, Forums, Downloads, etc.   This page can be modified to hold your relevant information or removed. 
 

 

Go > Solutions

Solutions are collections of logically grouped Pentaho folders and documents. By default, the "Sample" Solution is installed and contains working examples demonstrating the functionality of the platform. 
 

 
Select the "-"  sign on will collaspe the Solution. 

Select View: Icons .  This will give you an Icon view of the contents. 

Go > My Workspace

My Workspace is a place where you can see a history of your report runs and the ones in progress if using "Run in background".
 

 

Go > My Workspace - Subscriptions

Here you will find an additional area which lists your subscriptions and allows you to manage them. Subscriptions allow end users to select the specific repor(s) they need, set up a regular delivery schedule, specify report parameters, and choose a delivery format. 


 

Go > Portal

This will bring up a demonstration using the JBoss Portal to deliver dashboards and another method of report navigation to run reports.


 
 

Admin

The following administrative tasks can be found by clicking Admin on the Navigation Bar. 
 

 

Admin Services

Scheduler Admin 

The Pentaho BI Platform has a built in scheduler for scheduling tasks like report generation and delivery. The Scheduler Administrator displays the current status of the scheduler, lists currently scheduled jobs and gives you the ability suspend and resume scheduled jobs.

Refresh

Solution Repository

Publish new content that you have created or downloaded making it visible and selectable for execution.

Shark Workflow Engine

Publish any new or modified XPDL documents to the Shark workflow engine with.

System Settings

Update settings from the system XML files.

Global Actions

Executes all the .global system actions. define in the Pentaho.xml.

See Creating Pentaho Solutions for more information about creating and deploying new content.

Admin

The following administrative tasks can be found by clicking Admin on the Navigation Bar. 
 

 

Admin Services

Scheduler Admin 

The Pentaho BI Platform has a built in scheduler for scheduling tasks like report generation and delivery. The Scheduler Administrator displays the current status of the scheduler, lists currently scheduled jobs and gives you the ability suspend and resume scheduled jobs.

Audit Reporting (Subscription Edition)

Audit reports help administrators understand and optimize their business intelligence applications. Audit reports provide immediate insight into user activity, system performance, most popular reports, and more.  These audit reports can be useful in tracking compliance and ensuring that resources are used according to company policy. Beyond that, understanding system performance and most popular reports allows administrators to progressively tune their deployment, and ensure that business users have the information that they most critically need.

  • Ad-Hoc Audit Reports allows administrators to create their own queries to monitor usage and performance.
  • Audit Reports contains pre-canned reports that monitor report usage, component activity, etc.
  • Update Audit Tables from Audit Log File used to create the audit tables and populate them for Ad-Hoc Audit Reporting and Audit Reports from the audit log file..
  • Update Pentaho Audit Logs used to update the audit tables with the additional activity from the audit log for Ad-Hoc Audit Reporting and Audit Reports.

Content Expiration (Subscription Edition)

Content expiration helps assure conformance to company policy by automatically deleting content that is older than a specified date.

  • Clean Repository immediate deletes the document from the content repository based on the number of days old.
  • Schedule Cleaning of Content Repository

Permissions

Report-level security gives administrators full control of end user access to sensitive BI information.  Administrators can define users, groups, and roles and use these definitions to control access to content.  For example, there may be some reports that only "Managers" can see, or a business rule that only allows sales managers to see results for their own specific region.

Subscription Admin

Subscription management gives system administrators control over end user subscription flexibility, and lets administrators restrict the timing, content, or format of subscriptions for users. 

Version Control (Subscription Edition)

This makes it easier to synchronize with a version control system like CVS. Typically, system administrators are hesitant to make changes in a production BI system for fear of a system outage or other errors. Lifecycle management allows administrators to make changes in a test or development system, validate those changes, and then deploy those changes out to the production BI system. It includes versioning of the system repository, so that prior configurations can be restored in the event of an error, or audited for compliance purposes.

Refresh

Solution Repository

Publish new content that you have created or downloaded making it visible and selectable for execution.

Shark Workflow Engine

Publish any new or modified XPDL documents to the Shark workflow engine with.

System Settings

Update settings from the system XML files.

Global Actions

Executes all the .global system actions. define in the Pentaho.xml.

See Creating Pentaho Solutions for more information about creating and deploying new content.

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3 Comments

  1. Anonymous

    In the 'Go' tab, we are not getting the drop-down list of

    'Solutions'

    'My Workspace'

    'Portal'

    We have Pentaho BI Platform 1.7.0(pentaho-demo-mysql5.x.x.x)

    Any solution ?

  2. Anonymous

    Pl help !!!!

    In the 'Go' tab, we are not getting the drop-down list of

    'Solutions'

    'My Workspace'

    'Portal'

    We have Pentaho BI Platform 1.7.0(pentaho-demo-mysql5.x.x.x)

    Any solution ?

    Pl help !!!!!!

  3. Anonymous

    I am trying to access Admin on the Navigation Bar but, when I click on Admin, appears a JBoss Portal and I cant see Admin Services and I cant see Refresh.

     Do you know what is the problem?