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Overview

This page serves as a library for the best practices we have put together on all of the different ways you can install and upgrade Pentaho software, and all the methods you can use to set it up according to your organization's needs.

Contents

  • Best Practices - Installation and Upgrade
  • Using Pentaho with Microsoft Azure
  • Pentaho in High Availability
  • Pentaho in High Availability - DI-Only
  • Pentaho Backup and Recovery
  • Configuring JVM Heap Size
  • Upgrading Merge Files
  • Upgrading Class References
  • Connect PDI to Secure Hadoop Cluster

The Components Reference in Pentaho Documentation has a complete list of supported software and hardware.

Pentaho Platform Document Library

Installation and Upgrade Best Practices - Installation and Upgrade
For versions 7.x, 8.0 / published April 2018

Here is a set of best practices for the installation or upgrade of your Pentaho software, including resource allocation and post-installation cleanup.

Audience:Pentaho administrators or anyone needing to install or upgrade Pentaho software

Using_Pentaho_with_Microsoft_Azure.jpg Using Pentaho with Microsoft Azure
For versions 7.x, 8.x / published April 2018

This document presents best practices around the installation of Pentaho's server and client products on Microsoft Azure, and gives an overview of the server, network, and storage architecture recommended to run Pentaho.

Audience: Pentaho administrators or anyone with a background in infrastructure architecture or Azure who is interested in installing Pentaho on Azure

Pentaho_in_High_Av.jpg Pentaho in High Availability
For versions 7.x, 8.0 / published April 2018

We have collected a set of best practice recommendations for using the Pentaho Server for analytics and setting them up with a clustered High Availability solution.

Audience: System administrators or anyone needing to manage increasing data processing and concurrent user connections

Pentaho_in_High_Av.jpg Pentaho in High Availability - DI-Only
For versions 7.x, 8.0 / published April 2018

This document lists our best practices for using a High Availability solution with Pentaho in DI-only.

Audience: System administrators or anyone needing to manage increasing data processing and concurrent user connections

Pentaho_Backup_and_Recovery_cover.jpg Pentaho Backup and Recovery
For versions 6.x, 7.x / published March 2018

The purpose of this document is to introduce best practices for backing up Pentaho servers. This document only covers a general approach for the user, due to the variety of environments.

Audience: Pentaho administrators, or anyone with a background in server administration

Configuring_JVM.jpg Configuring JVM Heap Size
For versions 6.x, 7.x / published August 2017

The purpose this document is to highlight the available options within the Java Virtual Machine (JVM) to improve overall speed and performance. Each section of this document discusses the various aspects of the JVM and gives general information on how they operate.

Audience: Pentaho administrators, or anyone seeking to use JVM options to improve overall system speed and performance

Upgrading_Merge_Files.jpg Upgrading Merge Files
For versions 6.x, 7.x, 8.x / published April 2018

These guidelines are intended to assist you in upgrading from Pentaho 6.x to Pentaho 7.x. This document contains information on which files would need to be merged if you have a lot of customizations, notes on upgrading Pentaho plugins, and what to configure if you are using CAS or IWA security.

Audience: System administrators or anyone needing to upgrade Pentaho

Upgrading_Class_References.jpg Upgrading Class References
For versions 6.x, 7.x, 8.x / published April 2018

These guidelines are intended to assist you in upgrading from Pentaho 6.x to Pentaho 7.x. Information contained in this reference document includes a class mappings table for Spring Security upgrades and compile error fixes reference tables for repository, extensions, and core compile errors.

Audience: System administrators or anyone needing to upgrade Pentaho

connectpdihadoop.png

Connect PDI to Secure Hadoop Cluster
For versions 6.x, 7.x, 8.0 / published May 2018

This document covers best practices on methods and strategies regarding the different options to execute processes and authenticate users with Big Data using the Windows operating system.

Audience: Pentaho administrators or anyone with PDI experience who is interested in improving authentication setups.

 

 

 

 

 

 

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