> For the complete documentation index, see [llms.txt](https://academy.pentaho.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://academy.pentaho.com/solution-architect-path-sandbox/solution-architect/level-3-professional.md).

# Installation — Certified

Level 3 of the Solution Architect path: Installation. 12 lessons across 4 modules: install Pentaho 11 from the archive on Linux, add plugins and client tools, harden it and apply a service pack.

{% hint style="warning" %}
**🧪 SANDBOX — draft content, built from `architect-install-certified` 0.1.14 in Pentaho Content Manager.** Module and lesson names, the reading-or-workshop kinds and the times come straight from each lab's manifest. Items marked REPLACE-ME need an owner's confirmation.
{% endhint %}

The essential baseline for a Solution Architect: install the whole Pentaho 11 platform yourself, end to end. By the end you'll have a licensed Pentaho Server on Tomcat 10 with its repository on PostgreSQL 17, the server plugins and client tools your teams use, a hardened configuration, and the latest service pack applied.

{% columns %}
{% column %}

<p align="center"><i class="fa-file-lines" style="color:green;">:file-lines:</i><br><strong>12 lessons</strong><br><em>across 4 modules</em></p>
{% endcolumn %}

{% column %}

<p align="center"><i class="fa-flask" style="color:orange;">:flask:</i><br><strong>8 workshops</strong><br><em>hands-on labs</em></p>
{% endcolumn %}

{% column %}

<p align="center"><i class="fa-clock" style="color:cyan;">:clock:</i><br><strong>~5h 10m</strong><br><em>a day, or three evenings</em></p>
{% endcolumn %}
{% endcolumns %}

{% hint style="success" icon="server" %}
Every workshop is hands-on. Nothing is pre-installed — installing the Pentaho platform is the course. The Lab Guide walks you through each step on a Linux machine you prepare yourself.
{% endhint %}

***

<h3 align="center">Before you start</h3>

{% columns %}
{% column %}
{% hint style="success" icon="circle-check" %}
**What you'll need**

A Pentaho Customer Portal account (your organisation's principal account) to download the Enterprise packages, and comfort with the Linux command line and `sudo`. No prior Pentaho installation experience is assumed.
{% endhint %}
{% endcolumn %}

{% column %}
{% hint style="info" icon="tag" %}
**Built against**

The Pentaho 11.0 GA archive packages (`11.0.0.0-237`) on Ubuntu 24.04 LTS, with Java 21 (OpenJDK), PostgreSQL 17 and Tomcat 10. The Upgrade & Patches workshop then applies service pack `11.0.0.3-312`.
{% endhint %}
{% endcolumn %}
{% endcolumns %}

***

{% hint style="info" icon="server" %}

#### What you'll build

A complete Pentaho 11 installation from the archive: the machine prepared with the `pentaho` user, Java 21 and PostgreSQL 17; the Pentaho Server unpacked, connected to its Jackrabbit, Quartz and Hibernate repository databases, started and licensed; Analyzer, Interactive Reporting, Dashboard Designer, Pipeline Designer and Semantic Model Editor added from the Plugin Manager; the design tools and EE Kettle plugins installed on the client side; and the server hardened and patched to service pack 11.0.0.3-312.
{% endhint %}

```mermaid
%%{init: {"theme":"base","themeVariables":{"fontFamily":"Arial, Helvetica, sans-serif","fontSize":"13px","lineColor":"#64748b","clusterBkg":"#fafaf9","clusterBorder":"#d6d3d1","edgeLabelBackground":"#ffffff"},"flowchart":{"curve":"basis","nodeSpacing":28,"rankSpacing":44,"padding":22,"wrappingWidth":600,"htmlLabels":true}}}%%
flowchart TB
  classDef browser fill:#fef3c7,stroke:#b45309,color:#78350f,text-align:left,rx:6,ry:6
  classDef server fill:#ede9fe,stroke:#6d28d9,color:#3b0764,text-align:left,rx:6,ry:6
  classDef store fill:#dcfce7,stroke:#15803d,color:#14532d,text-align:left,rx:6,ry:6
  classDef tool fill:#dbeafe,stroke:#1d4ed8,color:#1e3a8a,text-align:left,rx:6,ry:6
  classDef support fill:#f1f5f9,stroke:#475569,color:#0f172a,text-align:left,rx:6,ry:6
  B["<b>Browser</b>&nbsp;&nbsp;&nbsp;<br/>Pentaho User Console&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>over HTTPS, hardened&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"]:::browser
  CT["<b>Client tools</b>&nbsp;&nbsp;&nbsp;<br/>Spoon, Report Designer,&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>Metadata Editor, Schema Workbench,&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>Aggregation Designer, with the&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>client and Enterprise plugins&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"]:::tool
  PS["<b>Pentaho Server 11 on Tomcat 10</b>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>Ubuntu 24.04 LTS · the pentaho user&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>Java 21 · licensed · Scheduler · Carte&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"]:::server
  PL["<b>Server plugins</b>&nbsp;&nbsp;&nbsp;&nbsp;<br/>Analyzer, Interactive Reporting,&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>Dashboard Designer, Pipeline Designer,&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>Semantic Model Editor&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"]:::server
  DB[("<b>PostgreSQL 17</b>&nbsp;&nbsp;&nbsp;&nbsp;<br/>jackrabbit · quartz · hibernate&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>the repository databases&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;")]:::store
  SP["<b>Service pack 11.0.0.3-312</b>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>Pentaho Upgrade Installer, applied last&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br/>to the server and the client tools&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"]:::support
  B -->|"HTTPS&nbsp;&nbsp;&nbsp;"| PS
  CT -->|"publish, repository connection&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"| PS
  PS -->|"Plugin Manager&nbsp;&nbsp;&nbsp;&nbsp;"| PL
  PS -->|"JDBC&nbsp;&nbsp;&nbsp;"| DB
  PL ~~~ SP
  DB ~~~ SP
```

<p align="center"><em>What a finished installation looks like: the server with its plugins and repository, the client tools that publish to it, and the service pack applied last</em></p>

***

<h3 align="center">What you'll learn</h3>

{% columns %}
{% column %}

* What's new in Pentaho 11, and how the components fit together — client tools, Pentaho Server, Carte, Pan and Kitchen, and the ports they use
* Download the Enterprise packages from the Customer Portal and choose the archive installation
* Prepare a Linux server: the installation user, Java 21, PostgreSQL 17 and pgAdmin
* Install the Pentaho Server: repository databases, JDBC drivers, `context.xml`, start-up and licensing
  {% endcolumn %}

{% column %}

* Install and check the server plugins from the Plugin Manager, including Pipeline Designer, Semantic Model Editor, the Scheduler and Carte
* Harden and tune the server: HTTPS, ports and context path, session timeout, sample data and Home widgets
* Apply a service pack to the server and the client tools, and put back the plugins and drivers it removes
* Install the design tools and the EE Kettle plugins
  {% endcolumn %}
  {% endcolumns %}

***

<h3 align="center">Course outline</h3>

<p align="center"><i class="fa-file-lines" style="color:green;">:file-lines:</i> reading · <i class="fa-flask" style="color:orange;">:flask:</i> hands-on workshop</p>

{% hint style="info" icon="circle-info" %}
Full lessons unlock once you're enrolled — this is the outline only. Workshop times are the lab guides' own estimates; the three reading pages are estimated from their content.
{% endhint %}

<table data-search="false"><thead><tr><th width="382">Module</th><th width="115" align="center">Reading</th><th width="132" align="center">Workshops</th><th width="100" align="right">Time</th></tr></thead><tbody><tr><td>Getting Started</td><td align="center">1</td><td align="center">—</td><td align="right">~5m</td></tr><tr><td>Overview</td><td align="center">2</td><td align="center">1</td><td align="right">~30m</td></tr><tr><td>Archive Installation</td><td align="center">1</td><td align="center">5</td><td align="right">~3h 55m</td></tr><tr><td>Install Client Tools</td><td align="center">—</td><td align="center">2</td><td align="right">~40m</td></tr><tr><td><strong>Total</strong></td><td align="center"><strong>4</strong></td><td align="center"><strong>8</strong></td><td align="right"><strong>~5h 10m</strong></td></tr></tbody></table>

{% stepper %}
{% step %}

### <i class="fa-rocket" style="color:blue;">:rocket:</i> Getting Started

`1 reading · ~5m`

How to get the most out of this guide. Nothing to pre-install — installing the Pentaho platform is this course.

<details>

<summary>See the full breakdown</summary>

<table data-search="false"><thead><tr><th width="79"></th><th>Lesson</th><th width="90">Time</th></tr></thead><tbody><tr><td><i class="fa-file-lines" style="color:green;">:file-lines:</i></td><td>Before You Start</td><td>~5m</td></tr></tbody></table>

</details>
{% endstep %}

{% step %}

### <i class="fa-sparkles" style="color:blue;">:sparkles:</i> Overview

`2 readings · 1 workshop · ~30m`

What's new in Pentaho 11 — the modern UI, security improvements and deployment changes that frame why the install looks the way it does. Then download the Enterprise packages from the Customer Portal, and map each component you'll install to its place in the platform.

<details>

<summary>See the full breakdown</summary>

<table data-search="false"><thead><tr><th width="79"></th><th>Lesson</th><th width="90">Time</th></tr></thead><tbody><tr><td><i class="fa-file-lines" style="color:green;">:file-lines:</i></td><td>What's New</td><td>~10m</td></tr><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Pentaho Support Portal</td><td>~5m</td></tr><tr><td><i class="fa-file-lines" style="color:green;">:file-lines:</i></td><td>Components</td><td>~15m</td></tr></tbody></table>

</details>
{% endstep %}

{% step %}

### <i class="fa-server" style="color:blue;">:server:</i> Archive Installation

`1 reading · 5 workshops · ~3h 55m`

Archive-based deployment on Linux, end to end: prepare the environment, install the Pentaho Server on Tomcat 10 with PostgreSQL, add the server plugins, run the post-install tasks, and apply a service pack.

<details>

<summary>See the full breakdown</summary>

<table data-search="false"><thead><tr><th width="79"></th><th>Lesson</th><th width="90">Time</th></tr></thead><tbody><tr><td><i class="fa-file-lines" style="color:green;">:file-lines:</i></td><td>Overview</td><td>~5m</td></tr><tr><td></td><td></td><td></td></tr><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Prepare Environment</td><td>~40m</td></tr><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Install Pentaho Server</td><td>~1h</td></tr><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Server Plugins</td><td>~45m</td></tr><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Post Installation Tasks</td><td>~40m</td></tr><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Pentaho Upgrade &#x26; Patches</td><td>~45m</td></tr></tbody></table>

</details>
{% endstep %}

{% step %}

### <i class="fa-desktop" style="color:blue;">:desktop:</i> Install Client Tools

`2 workshops · ~40m`

Install the Pentaho design tools — Data Integration (Spoon), Report Designer, Metadata Editor, Schema Workbench and Aggregation Designer — and the EE Kettle plugins, so practitioners can connect to and work against the server you deployed.

<details>

<summary>See the full breakdown</summary>

<table data-search="false"><thead><tr><th width="79"></th><th>Lesson</th><th width="90">Time</th></tr></thead><tbody><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Client Plugins</td><td>~25m</td></tr><tr><td><i class="fa-flask" style="color:orange;">:flask:</i></td><td>Enterprise Plugins</td><td>~15m</td></tr></tbody></table>

</details>
{% endstep %}
{% endstepper %}

***

<h3 align="center">Exam &#x26; certification</h3>

{% columns %}
{% column %}
{% hint style="info" icon="clipboard-check" %}
**The course exam**

40 questions drawn at random from a pool of 60, covering Pentaho 11 installation, components, ports, prerequisites, post-install tasks, upgrades and client tools. The pass mark is 80%. It's open-book: browse any module or ask the AI assistant while you work. The exam opens once the Lab Guide has checked that your Pentaho Server is installed and its login page answers.
{% endhint %}
{% endcolumn %}

{% column %}
{% hint style="warning" icon="award" %}
**Certification**

Level 3 is the certification level. This course is the second step on the Certified Solution Architect learning path: DI Developer — Practitioner, then Installation — Certified, the Containers, High Availability and Enterprise Security Speciality courses, leading to the Certified Solution Architect credential.

Pass the exam and you can download your course accreditation — Pentaho Installation, Practitioner Level. It states your name, the course and the Pentaho version you studied against, and is valid for two years. It counts towards the Certified Solution Architect certification.

REPLACE-ME — confirm whether a proctored exam or a reviewed capstone closes the path, as the path page asks.
{% endhint %}
{% endcolumn %}
{% endcolumns %}

***

<p align="center"><a href="https://academy.pentaho.com/solution-architect-path-sandbox/" class="button secondary" data-icon="arrow-left">Back to the Solution Architect path</a></p>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://academy.pentaho.com/solution-architect-path-sandbox/solution-architect/level-3-professional.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.