Installation and Administration

Installation and Administration (AD1000)

Training Course

The Installation and Administration course provides a hands-on overview of the processes for installing, configuring, administering and maintaining the Pentaho Business Analytics suite of products. Through a mixture of interactive instructor-led activities and exercises, students learn the key concepts and utilities to administer the Pentaho Business Analytics suite of products.

Back to Courses


Id: AD1000
Level: Introductory
Audience: Pentaho Administrator
Delivery Method: Instructor-led online, Private on-site, Public classroom
Environment: Windows OS (Linux differences are called out)
Duration: 2 Day(s)
Cost: $1,350.00 USD
Credits: 2
Category: Administration


2 Days

Upcoming Classes


Instructor-led online training

Location Mar 2019 Apr 2019 May 2019 Jun 2019 Jul 2019
Online - EMEA Apr 8 – Apr 9
Online - NA Apr 22 – Apr 23

Class dates in bold are guaranteed to run!

Course Benefits

  • Use the archive installer to quickly implement production deployments of the Pentaho platform, speeding time-to-value. This process includes installing and connecting to the Pentaho Enterprise Repository, Scheduler, and Audit databases
  • Gain experience using the built-in scheduler to allow for better understanding user requirements for administered applications
  • Learn how to properly install database drivers for both server and client tools.
  • Use the Operations Mart to view usage statistics for performance tuning
  • Learn how to migrate data from one environment to another in multiple scenarios.
  • Import, export, and purge the repository through GUI and command-line tools.
  • Determine initial memory allocations for server and client environments through JVM Heap space allocations.
  • Explore the end-to-end architecture of the Pentaho platform components from content management to understanding possible security implementations

Skills Achieved

    At the completion of this course you should be able to:

    • Install and configure the Pentaho Business Analytics platform
    • Understand how to change port numbers, URLs, database connections, and JVM memory allocations for server and client environments.
    • Create new, simple reports using Interactive Reporting and Analysis
    • Customize the look of the User Console
    • Create report schedules
    • Create a new database connection and learn how to install JDBC drivers
    • Use Data Access to retrieve task data from a system table
    • Use Operations Mart to assist with performance tuning
    • Initial tuning of the Java virtual machine
    • Understand ETL objects (extract, transform, load) jobs and transformations using Data Integration
    • Configure the Data Integration Enterprise Repository, including basic security options
    • Create and examine database tables that hold job and transformation metrics
    • Create schedules, users, and security in the Administration view of the User Console and PDI Repository Explorer
    • Import, Export, Backup, Restore, and Purge the PDI Repository using GUI and command-line tools

This the first course in the Pentaho Administrator path. The Business Analytics courses are optional, but Pentaho administrators are encouraged to attend BA1000 Business Analytics User Console in order to better understand user requirements.

Some knowledge of Business Analytics is preferred but not required.

Though not a requirement, attendees would benefit from taking Business Analytics User Console (BA1000) prior to taking this class to gain an overview of the Pentaho Business Analytics interface.

Online courses require a broadband Internet connection, the use of a modern Web browser (such as Microsoft Internet Explorer or Mozilla Firefox), and the ability to connect to GoToTraining. For more information on GoToTraining requirements, see

Online courses use Pentaho’s cloud-based exercise environment. Students are provided access to a virtual machine used to complete the exercises. For online courses, students are provided with a secured, electronic course manual. Printed manuals are not provided for online courses. When an electronic manual is provided, students are encouraged to print the exercise book before class begins, though this is not required.

Students attending this course on-site should contact their Customer Success Manager for hardware and software requirements. You can also email us at for more information regarding on-site training requirements.

Day 1

Module 1: Pentaho Architectural Overview

Pentaho Architectural Overview

Module 2: Installing the Pentaho BI Suite

Installing the Pentaho BI Suite

Module 3: Configuring the Pentaho BI Suite After Installation

Configuring the Pentaho Suite After Installation

Module 4: Introducing the Pentaho User Console and Analysis Tools

Introducing the Pentaho User Console and Analysis Tools

Module 5: Customizing the User Console

Customizing the User Console

Module 6: Using the Pentaho Administrative Perspective

Using the Pentaho Administrative Perspective

Day 2

Module 7: Data Integration Server Overview

Data Integration Server Overview

Module 8:Creating Jobs and Transformations in Data Integration

Creating Jobs and Transformations in Data Integration

Module 9: Data Integration Server Administration Topics

Data Integration Server Administration Topics

Module 10: Database Connections

Installing JDBC Drivers
Creating Database Connections
Using the Database Explorer

Module 11: KETTLE_HOME &

Paramaterization Overview
How to set use

Module 12: The Data Integration Repository

Repository Overview
Connecting to the Repository

Module 13: Managing the Repository

Importing and Exporting Repository Objects
Backing up and Restoring Repository Objects
Purging the Repository
Enabling Versioning and Commenting for Repository Objects

Module 14: Configuring Pentaho Security

Configuring Pentaho Security

Module 15: Configuring the Java Virtual Machine

Configuring the Java Virtual Machine


Onsite Training

For groups of six or more

Request Quote

Public Training

Online - EMEA

Online - NA

Don't see a date that works for you?

Request Class

What Our Clients Are Saying

Overall, this course was what I was looking for and gave a a broad knowledge of what Pentaho is all about.

- Frontier Science and Technology Research Foundation, Inc.

Good courses and teacher , thanks!

Installation and Administration Ratings

Averaged from 85 responses.

Training Organized
Training Objectives
Training Expectations
Training Curriculum
Training Labs
Training Overall

What do these ratings mean?