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Workshop - Pentaho User Console

Your gateway to the Pentaho Business Analytics platform begins with the User Console, the web-based hub where all report viewing, content management, and platform administration converge.

In this hands-on workshop, you'll learn to navigate the different perspectives within the User Console, understanding how each view serves specific roles in your analytics workflow. You'll discover how to organize your workspace efficiently by creating custom folder structures and curating frequently-used content through the Favorites feature. You'll also explore the administrative capabilities available to platform administrators and learn how to access the comprehensive help resources that will support your ongoing work with Pentaho.

What You'll Accomplish:

Successfully log in to the Pentaho User Console
Navigate and describe the purpose of different User Console perspectives (Home, Browse Files, Opened, Favorites, Recents, Schedules, Administration)
Create and organize new repository folders for content management
Build a personalized Favorites list to streamline access to critical reports and content
Explore scheduling capabilities and administrative functions (for users with appropriate permissions)
Locate and access online help resources and documentation within the platform

By the end of this workshop, you'll have established a solid understanding of the User Console environment and developed the organizational practices that will keep your analytics content accessible and well-managed. You'll know where to find reports, how to organize content efficiently, and where to turn for help as you continue your journey with the Pentaho Business Analytics platform.

Prerequisites: Pentaho Business Analytics Server installed with valid user credentials Estimated Time: 20 minutes

Start the Pentaho Server (Linux) - this has been started as a service.

cd
cd /opt/pentaho/server/pentaho-server/
sudo ./start-pentaho.sh

Pentaho User Console 11

The Modern design of the Pentaho User Console (PUC) offers an improved user experience that is intuitive, responsive, and secure.

Log into the Modern Design Pentaho Server Console.

https://localhost:8080/pentaho/content/login/web/index.htmllocalhost

Role

Username

Password

Administrator

Admin

password

Business User

Suzy

password

Home

The Home page functions as your central access point for Pentaho tools and features within the Modern Design of the Pentaho User Console (PUC). Its Quick Access section provides direct links to essential tools:

Additionally, the Home page displays your recently opened and favorited files - such as transformations and jobs - enabling you to launch or manage them directly without navigating elsewhere.

Click on the link below:

http://localhost:8080/pentaho/Homelocalhost

Enter the following details:

Perspectives

The Home Perspective provides quick access to common actions, recently viewed content, and your favourite content. The Getting Started section at the top of the Home Perspective is a great place for new users to browse samples of Pentaho reports, analysis views, and dashboards, or to learn how to create your own content against your data through a series of short 3-5-minute video tutorials.

Item

Name

Function

Home indicator

Indicates the current User Console perspective that you are using. The Home menu lets you flip easily from page to page, or return to your Home page.

Getting Started

Displays some resources to help you get familiar with the User Console. The Welcome tab shows an introductory video about Pentaho products. The Samples tab holds a variety of small sample reports and dashboards that you can use to get familiar with the software. The Tutorials tab contains a number of tutorial videos that give you a visual guide to the software.

Current User

Shows the name of the person currently logged in to the User Console. Clicking the arrow next to the name lets you log out of the User Console.

Browse Files

Brings you to the Browse Files window, where you can locate your files using the Browsing and Files panes, and manage them using the Actions pane.

Create New

Gives you the option to create a new report in Pentaho Interactive Reports, Pentaho Analyzer, or Pentaho Dashboard Designer. If you have permissions to work with data sources, this button also gives you the option to create a new data source.

Manage Data Sources

Documentation

Documentation for Pentaho products.

Recents

Shows a list of your most recently opened files. Clicking on the star icon next to a recently opened file adds it to your Favorites list.

Favorites

Shows a list of your favorite files for quick access.

Browse Files is where you access and manage all the content that you create or have access to in Pentaho.

From the Perspectives drop-down list, select Browse Files.

The left panel displays the directory of files, including your personal home location, as well as the default public space where you can share content with other users and groups. Selecting a folder will display the files in that folder in the middle section of the Browse Perspective.

Finally, the Actions list at the right provides fast access to actions available for the selected folder or file, such as opening content, scheduling a report to be run, or adding an item to your Favorites list.

Create a Training Folder

Create a folder named Training, in which you will save your content.

To add a new folder, from the Folders pane, click Public, and then from the Folder Actions pane, click New Folder.

In the Name field, type Training, and then click OK.

From the Perspectives drop-down list, select Home.

The Administration Perspective is where the system administrator manages and configures your Pentaho Business Analytics Server:

including managing user role security - LDAP or Active Directory,

set up your mail server settings

manage your Pentaho enterprise license keys,

manage clean-up routines for manually or scheduled clean-up of content generated by the scheduling system.

The Users & Roles page in the Pentaho User Console (PUC) is a point-and-click interface for managing system access and permissions. Only administrators or users with Administer Security permission can manage these settings. The system comes with default user and role assignments that can serve as templates.

Before making any security changes, it's crucial to back up the system. For wizard installations, this means backing up the Pentaho Business Analytics and Server directories. For manual or archive installations, additional backup of WAR files and solutions is required.

The interface allows administrators to add, edit, and delete users and roles, as well as customize file and folder permissions through the Browse Files perspective. For organizations with multiple tenants, there's an option to hide individual users' Home folders for enhanced security. More detailed information is available in the Administer Pentaho Data Integration and Analytics documentation.

Click Home -> Administration.
Highlight a user in the Users list to display which roles are available for that user, as well as which roles are currently defined for that user.

You can use the following sample users as templates for adding your own users:

Sample User

Default Role

Default Operation Permissions

admin

Administrator

Administer Security
Schedule Content
Read Content
Execute Schedules
Publish Content
Create Content
Execute
Manage Data Sources

bob

Schedule Power user

Read Content
Execute Schedules

pat

Business Analyst

Publish Content

suzy

Power User

Schedule Content
Read Content
Publish Content
Create Content
Execute

tiffany

Report Author

Schedule Content
Publish Content

Select the Manage Roles tab to display the Operation Permissions for the user's role.

You can alter or remove these roles. Roles can be based on need. Each default role and sample user come with a standard set of permissions, which define a specific set of capabilities when using Pentaho tools and the Pentaho Server.

Operation Permission

Definition

Administer Security

The default Administrator role automatically conveys full operation permissions to users assigned to that role, even if the check box next to it is cleared. These permissions include the Read Content and Create Content permissions, which are required for accessing the Administration perspective.

This permission has the following capabilities:

Access to the Administration perspective of PUC.
Access and manage all content in the Browse perspective.
View and work with all user schedules in the Schedules perspective.
Create server block out times in the Schedules perspective.

Schedule Content

Schedule reports and content.
View, edit, or delete their own schedules using the Schedules perspective.

Read Content

View content in the Browse perspective.
View content through the File > Open dialog box.

Execute Schedules

View all scheduled reports from all users.
Pause and resume all scheduled reports
Run scheduled reports and content if that user has access to data source material used for the reports.

Publish Content

This permission includes the following capabilities for tools such as Report Designer, Schema Workbench, and Metadata Editor.

Allows client tools to store reports or data models in the Pentaho Repository.
When held in conjunction with Write permission on the target folder, upload supported content types. See the Administer Pentaho Data Integration and Analytics document for details.

Create Content

Create, import, delete, and save reports to the repository.
See a list of data sources which are used to create reports or dashboards.

Execute

Read and execute transformations and jobs.

Manage Data Sources

Create, edit, or delete new data sources.
See a list of data sources that are used to create reports or dashboards.
Also includes the following capabilities while working with Analysis Reports:
- Make inline model editing changes including modifying existing (base) measures.
- Add and edit calculated measures to the data model.
- Hide and show fields.

Note: This operation permission does not include Metadata Editor data sources.

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Workshop - Pentaho User Console

Pentaho User Console 11

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