PUC

Tour of User Console ..

Workshop - Pentaho User Console

In this workshop, after login, we'll view out-of-the-box reports created with the web-based design tools.

After completing this workshop, you will be able to:

• Login to the User Console

• Describe the different User Console Perspectives

• Create a new repository folder

• Add content to the Favorites list

• Schedule and Administration (Administrators only)

• Accessing Online Help and Documentation

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

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

1. Click on the link below:

http://localhost:8080/pentaholocalhost

Link to PUC

Enter the following details:

Role	Username	Password
Administrator	Admin	password
Business User	Suzy	password

Perspectives

Home

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.

PUC

Item	Name	Function
1	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.
2	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.
3	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.
4	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.
5	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.
6	Manage Data Sources
7	Documentation	Documentation for Pentaho products.
8	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.
9	Favorites	Shows a list of your favorite files for quick access.

Menu Options

Browse Files

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

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

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.

Browse Files

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Create a Training Folder

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

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

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

1. From the Perspectives drop-down list, select Home.

Manage Data Sources

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Documentation

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Schedules

The Schedules Perspective is where you can view and manage all scheduled activities.

The Manage Schedules table provides information about what is being scheduled when, where the content generated by the schedule will be placed, the last time a schedule was run, and the next planned schedule trigger.

Clicking on the output link for a schedule will take you to the Browse Perspective so you can open any documents generated by the schedule.

Schedules

1. In the ‘Browse’ perspective, Select: Steel Wheels > Vendor Sales Report (interactive report).

There are several reporting options:

• Append a timestamp

• Save the scheduled report in another location (with overwrite)

• Change the report Owner

Schedule options

1. Click 'Next'.

There are several scheduling options:

• When & How often to schedule

• Performance metrics & Logging level

1. Click 'Next'.

Set Parameter - Classic Cars

The report settings only allow you to select 1 parameter.

1. Click 'Finish. The schedule has now been created and can be viewed in the Schedule Perspective.

Schedule Perspective

Administration

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.

Users & Roles

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.

Users & Roles

1. Click Home -> Administration.

2. 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

1. 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.

Manage Roles

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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Authentication

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Second Tab

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