Prepare Environment

Preflight tasks ..

Prepare Environment

You will need perform the following steps to prepare your Linux environment for an Archive installation of the Pentaho Server.

This process includes:

create a 'Pentaho installation user' with sudo privileges.
install supported version of OpenJDK 11
set PENTAHO_JAVA_HOME
install certified version of Postgres 15
create 'superadmin' user
install pgAdmin4

The supported Linux environment for Pentaho version 10.2.x: Ubuntu 22.04

Check Components Reference

Pentaho Installation Account

Add an account that is assigned administrative privileges by performing the following steps. We'll be using this account to complete the deployment.

For production environments its best practice to create a specific 'installation user' account with the required role / permissions / privileges.

Run update & upgrade (optional).

sudo apt update -y && sudo apt upgrade -y

Add new user to system.

sudo adduser pentaho

Set password.

New password: password
Retype new password: password
passwd: password updated successfully

Follow the prompts to set the new user’s information. It is fine to accept the defaults to leave 
all this information blank:

Add new user to sudo group.

 sudo usermod -aG sudo pentaho

Test access.

su - pentaho

sudo ls -la /root

Java

Check the components reference ..!!

Pentaho 10.2 is certified on: Oracle OpenJDK & JRE 11 & 17

https://docs.pentaho.com/pdia-10.2-install/components-referencedocs.pentaho.com

Run update & upgrade.

sudo apt update -y && sudo apt upgrade -y

Check whether Java is already installed in our system.

java -version

Install openjdk 11.

sudo apt install openjdk-17-jdk && sudo apt install openjdk-17-jre-headless

Check Java version.

java -version

openjdk 17.0.12 2024-07-16
OpenJDK Runtime Environment (build 17.0.12+7-Ubuntu-1ubuntu222.04)
OpenJDK 64-Bit Server VM (build 17.0.12+7-Ubuntu-1ubuntu222.04, mixed mode, sharing)

Tidy up.

sudo apt autoremove

Set Java Version

You can have multiple Java installations on one server. You can configure which version is the default for use on the command line by using the update-alternatives command.

Run the following command to set the preferred Java version.

sudo update-alternatives --config java

There is only one alternative in link group java (providing /usr/bin/java): /usr/lib/jvm/java-17-openjdk-amd64/bin/java
Nothing to configure.

Set PENTAHO_JAVA_HOME

Perform the following steps to set the PENTAHO_JAVA_HOME environment variable. This will ensure that if there are multiple versions of Java the correct version is associated with PENTAHO_JAVA_HOME.

Run update & upgrade.

sudo apt update -y && sudo apt upgrade -y

Verify java version.

java -version

Determine path to OpenJDK.

update-alternatives --list java

Set PENTAHO_JAVA_HOME - Global

As Pentaho is being installed under root to /opt/ then set PENTAHO_JAVA_HOME for all users.

Edit /etc/environment.

sudo nano /etc/environment

Add the following.

# set PENTAHO_JAVA_HOME
PENTAHO_JAVA_HOME=/usr/lib/jvm/java-17-openjdk-amd64

Save.

CTRL + o
Enter
CTRL + x

Check path.

echo $PENTAHO_JAVA_HOME

Restart the server.

reboot

Set PENTAHO_JAVA_HOME - Local

For just the specific user.

Set the path to OpenJDK.

sudo nano .bashrc

Add the following to the bottom.

# set PENTAHO_JAVA_HOME
export PENTAHO_JAVA_HOME=/usr/lib/jvm/java-17-openjdk-amd64

Save.

CTRL + o
Enter
CTRL + x

Reload .bashrc.

. ~/.bashrc

Check path.

echo $PENTAHO_JAVA_HOME

Restart the server.

reboot

Pentaho Repository

The following databases are supported types as your Pentaho Repository 10.2.

Certified

Supported

PostgreSQL 15

PostgreSQL 14 & 15

MySQL 8.026

Oracle 23c

Oracle 19c & 23c (including patched versions)

MS SQL Server 2019

Microsoft SQL Server 2017 & 2019 (including patched versions)

Maria DB 11.1.2

Supported Pentaho Database - PostgreSQL

Ensure you have a 'clean' PostgeSQL environment to avoid any potential conflicts - usually port.

Run update & upgrade.

sudo apt update -y && sudo apt upgrade -y

Check Postgresql version.

apt show postgresql -a

Package: postgresql
Version: 14+238
Priority: optional
Section: database
Source: postgresql-common (238)
Origin: Ubuntu

If PostgreSQL is installed, check its a supported version:

PDI v10.2 == Postgres 14 & 15

If not purge current Postgresql instance.

Execute each command separately ..

sudo apt autoremove to tidy up ..

sudo apt-get --purge remove postgresql
sudo apt-get purge postgresql*
sudo apt-get --purge remove postgresql postgresql-doc postgresql-common

Check for packages.

dpkg -l |grep postgres;PostgreSQL

Install PostgreSQL 14

PostgreSQL 14 is a default in the Unbuntu 22.04 apt repository.

Update Repository list.

sudo apt update -y && sudo apt upgrade -y

Install PostgreSQL 14.

sudo apt-get -y install postgresql-14

Reading package lists... Done
Building dependency tree... Done
Reading state information... Done
The following additional packages will be installed:
  libcommon-sense-perl libjson-perl libjson-xs-perl libllvm14 libpq5
  libtypes-serialiser-perl postgresql-client-14 postgresql-client-common
  postgresql-common sysstat
Suggested packages:
  postgresql-doc-14 isag
The following NEW packages will be installed
  libcommon-sense-perl libjson-perl libjson-xs-perl libllvm14 libpq5
  libtypes-serialiser-perl postgresql-14 postgresql-client-14
  postgresql-client-common postgresql-common sysstat
0 to upgrade, 11 to newly install, 0 to remove and 0 not to upgrade.
Need to get 42.4 MB of archives.
...

Check the PostgreSQL version.

psql --version

psql (PostgreSQL) 14.12 (Ubuntu 14.12-0ubuntu0.22.04.1)

PostgreSQL 15 - Add APT Repository

If you decide to go the PostgreSQL 15, the package is not available in the default package repository, so needs to be added to the official package repository using following commands.

Add APT Repository.

sudo sh -c 'echo "deb http://apt.postgresql.org/pub/repos/apt $(lsb_release -cs)-pgdg main" > /etc/apt/sources.list.d/pgdg.list'

Import GPG key.

wget -qO- https://www.postgresql.org/media/keys/ACCC4CF8.asc | sudo tee /etc/apt/trusted.gpg.d/pgdg.asc &>/dev/null

Update Repository list.

sudo apt update -y && sudo apt upgrade -y

Reboot server.

reboot

Install PostgreSQL 15

Once package repository is updated, then ..

Install postgresql 15.

sudo apt install postgresql-client-15 postgresql-15

Reading package lists... Done
Building dependency tree... Done
Reading state information... Done
The following additional packages will be installed:
  libcommon-sense-perl libjson-perl libjson-xs-perl libpq5
  libtypes-serialiser-perl postgresql-client-common postgresql-common sysstat
Suggested packages:
  postgresql-doc-15 isag
The following NEW packages will be installed
  libcommon-sense-perl libjson-perl libjson-xs-perl libpq5
  libtypes-serialiser-perl postgresql-15 postgresql-client-15
  postgresql-client-common postgresql-common sysstat
0 to upgrade, 10 to newly install, 0 to remove and 0 not to upgrade.
Need to get 20.0 MB of archives.
After this operation, 66.6 MB of additional disk space will be used.
Do you want to continue? [Y/n] y
...

Check postgresql 15 status.

sudo systemctl status postgresql

pentaho@pentaho:~$ sudo systemctl status postgresql
● postgresql.service - PostgreSQL RDBMS
     Loaded: loaded (/lib/systemd/system/postgresql.service; enabled; vendor pr>
     Active: active (exited) since Fri 2024-08-16 00:38:15 BST; 2min 27s ago
   Main PID: 5687 (code=exited, status=0/SUCCESS)
        CPU: 1ms

Aug 16 00:38:15 pentaho systemd[1]: Starting PostgreSQL RDBMS...
Aug 16 00:38:15 pentaho systemd[1]: Finished PostgreSQL RDBMS.

sudo service postgresql stop // Stop the service
sudo service postgresql start // Start the service
sudo service postgresql restart // Stop and restart the service
sudo service postgresql reload // Reload the configuration without 
stopping the service

Check the PostgreSQL version.

psql --version

Tidy up installation.

sudo apt autoremove

Grant privileges to a SuperUser

During installation, a 'postgres' user is created automatically. This user has full superadmin access to your entire PostgreSQL instance. Before you switch to this account, your logged in system user should have sudo privileges.

sudo su -l postgres

Change password.

psql -c "ALTER USER postgres WITH PASSWORD 'Welcome123'";

Exit

CTRL + d

Pentaho Superuser

Grant access & privileges to Pentaho superuser.

Switch to 'postgres' user.

sudo -u postgres psql

Create 'pentaho' user.

CREATE USER pentaho WITH PASSWORD 'Welcome123';

Upgrade 'pentaho' to superuser.

ALTER USER pentaho WITH SUPERUSER;

Exit.

CTRL + d

Switch to 'pentaho' user:

 sudo -u pentaho psql postgres

Check connection details.

\conninfo

postgres=# \conninfo
You are connected to database "postgres" as user "pentaho" via socket in "/var/run/postgresql" at port "5432".

Exit.

CTRL + d

Allow Remote Connections

For reference only as connecting to Postgresql via localhost

By default, PostgreSQL accepts connections from the localhost only. However, we can easily modify the configuration to allow connection from remote clients.

PostgreSQL reads its configuration from the postgresql.conf file which is located: /etc/postgresql/<version>/main/ directory

Edit the postgresql.conf file.

cd
cd /etc/postgresql/15/main/
sudo nano postgresql.conf

Uncomment the line that starts with the listen_addresses, and replace ‘localhost’ with ‘*’.

Alternatively, you can specify a specific IP address or a range of IP addresses that are allowed to connect to the server.

Modify the pg_hba.conf file.

sudo nano /etc/postgresql/15/main/pg_hba.conf

Locate the following section and modify

# IPv4 local connections: 
host    all             all             127.0.0.1/32         md5

# IPv4 local connections:
host    all             all             0.0.0.0/0            md5

Allow port 5432 through the firewall.

sudo ufw allow 5432/tcp

Restart Postgres.

sudo service postgresql restart

pgAdmin4 Desktop

The pgadmin4 package contains both:

• pgadmin4-desktop – Provides desktop application for Ubuntu system.

• pgadmin4-web – Provides the web interface accessible in a web browser

Update Repository list.

sudo apt update -y && sudo apt upgrade -y

Install Public Key.

curl -fsS https://www.pgadmin.org/static/packages_pgadmin_org.pub | sudo gpg --dearmor -o /usr/share/keyrings/packages-pgadmin-org.gpg

Create Repository config file.

sudo sh -c 'echo "deb [signed-by=/usr/share/keyrings/packages-pgadmin-org.gpg] https://ftp.postgresql.org/pub/pgadmin/pgadmin4/apt/$(lsb_release -cs) pgadmin4 main" > /etc/apt/sources.list.d/pgadmin4.list && apt update'

Install pgAdmin4 for both desktop - see below for Web version.

sudo apt install pgadmin4-desktop

Check contents APT Repository.

cat /etc/apt/sources.list.d/pgadmin4.list

Pentaho Server Group

In pgAdmin, a server group is a way to organize and categorize your PostgreSQL server connections. It's essentially a logical grouping mechanism that helps you manage multiple database server connections more efficiently.

Click on: 'Add New Server'.

Enter: Pentaho for server name.

Click on 'Connection'.

Welcome123

Don't save the password in Production environments.

Save.

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Prepare Environment

Pentaho Installation Account

Java

Set Java Version

Set PENTAHO_JAVA_HOME

Set PENTAHO_JAVA_HOME - Global

Set PENTAHO_JAVA_HOME - Local

Pentaho Repository

Supported Pentaho Database - PostgreSQL

Install PostgreSQL 14

PostgreSQL 15 - Add APT Repository

Install PostgreSQL 15

Grant privileges to a SuperUser

Pentaho Superuser

Allow Remote Connections

pgAdmin4 Desktop

Pentaho Server Group