Contents    Welcome  to  the  Pentaho  User  Console…………………………………………………………………………………….…………..2  

Introduction………………………………………………………………………………………………………………………………..2  Portal  Functionality…………………………………………………………………………………………………………………….2  Run  a  Report……………………………………………………………………………………………………………………………...4  Schedule  a  Report……………………………………………………………………………………………………………………...4  Authorize  Report  Security…………………………………………………………………………………………………………..5  Conclusion………………………………………………………………………………………………………………………………….6      

Welcome  to  the  Pentaho  User  Console    August  2012  

Welcome  to  the  Pentaho  User  Console  

 

 

 

Welcome  to  the  Pentaho  User  Console  

 Introduction  This  document  provides  an  overview  of  the  Pentaho  User  Console,  a  portal  to  access  your  organization’s  critical  information  in  a  single  place—including  reports,  analysis,  queries  and  dashboards.    As  you  work  through  this  document,  you  will  learn  about  key  portal  features  accessed  through  the  menu  and  toolbar,  how  to  run  and  schedule  a  report,  and  lastly,  how  to  authorize  report  security.  

Pentaho  is  installed  with  built-­‐in  security  authentication  and  authorization.    To  log  into  the  Pentaho  User  Console  you  can  use  one  of  the  default  users,  “joe”  with  the  default  password  “password”.    

 

 

           Portal  Functionality  1. Once you login you will see the Pentaho User Console. There are several sections to take note of in the console,

the Menu Bar, Toolbar, Report Panel and Browse Panel.

a. The Menu Bar includes: i. File Menu which contains options to create, open, and manage reports, as well as a log out

option ii. View Menu which allows look and feel customizations. For instance, you can change the

theme to your company colors and logo. iii. Tools Menu which allows for management of reporting data. iv. Help Menu which provides on-line help for the Pentaho User Console

 

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b. The Toolbar includes: i. Open Button to open existing content ii. Content Creation buttons:

1. Interactive Reports - This button opens a new Interactive Report. This can be done by clicking the New Report button in the middle of the screen, or selecting File -> New -> Interactive Report.

2. Analysis Reports - This button will open a new Analysis Report. This can be done by clicking the New Analysis button in the middle of the screen, or selecting File -> New -> Analyzer Report.

3. Dashboards - This button will open a new Dashboard. This can be done by clicking the New Dashboard button in the middle of the screen, or selecting File -> New -> Dashboard.

iii. Workspace - This button will open up the Workspace screen. The Workspace screen will report what has been submitted to run in the background on the server through the Pentaho report scheduling mechanism.

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Run  a  Report  1. To run a report double click on Steel Wheels > Reporting > Product Sales Report in the Browse Panel.

2. Next, answer the prompts at the top of the report.

3. Select the output type and hide the report parameters section.

 

Schedule  a  Report  1. To schedule a report select a report in the Browse Panel of the User Console

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a. Right-click and select “Schedule”. Next provide a schedule name, a schedule group and a schedule description.

       

b. Next select a recurrence interval and an execution time. c. Finally, select a start and end date for the schedule. Your report is now scheduled.

Authorize  Report  Security  1. To authorize report security select a report in the Browse Panel.

a. Right-click and select “Properties”. Next select the “Share” tab. b. Select the “Add” button c. Select users or roles to grant access to. d. Select the appropriate permissions for each user/role.

 

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e. Click “OK.

Conclusion  This concludes our overview of the Pentaho User Console. To learn more please review the in depth video overviews

and tutorial documents for Pentaho Interactive Reporting, Pentaho Operational Reporting, Pentaho Analyzer and

Dashboards.