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Installing the Full Design Studio
Java JRE
The Design Studio does not include a Java runtime environment (JRE). You will need a 1.5.0 level or higher Java runtime or Java development kit (also known as J2SE 5.0) installed on your machine in order to run the Design Studio. If you have the Pentaho BI Platform Pre-Configured Install (sometimes called the Pentaho Demo) installed on your machine then you already have a usable JRE.
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You can also download a free JRE from Sun Microsystems. The Java 2 SDK, Standard Edition Version 1.5.0 can be found on the Sun Microsystems download site. Once you have a JRE installed make sure that the jre/bin directory is in your path.
Design Studio
A zip file containing the Pentaho Design Studio for the Windows platform various platforms is available from the Pentaho Clients download site Sourceforge website. The full design studio download contains Eclipse 3.2 bundled with the all the Pentaho plug-ins needed to run both the action sequence editor as well as the Report Design Wizard. Download the pentaho-design-studio_X.X.X.X.zippds-ce* file, and unzip the file to your location of choice, it will create a directory named "pentaho-design-studio" and extract all its files there. No other setup is required. To run the platform, execute PentahoDesignStudio.exe .
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or PentahoDesignStudio.sh.
Installing the Plug-ins
A zip file containing the Pentaho Action Sequence Editor plug-in for Eclipse 3.2 on all the platforms is available for download from the Pentaho Clients download site. Download the pentaho-action-sequence-pluginorg.pentaho.designstudio.editors.actionsequence_X.X.X.X.zip and unzip the file into the top level of your Eclipse installation. The zip will extract the files into your Eclipse plugins directory. There will already be many plugins in that directory, both as JAR files and subdirectories. You'll also need the core, org.pentaho.designstudio.editors.core_X.X.X.XX-0.zip and the reports wizard org.pentaho.designstudio.editors.reportwizard_X.X.X.XXX.0 There is no Eclipse Update Manager method to install this plug-in as yet.
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If you have problems viewing PDF files from within the embedded browser used on the Test tab of the Action Sequence Editor, try installing the Adobe Reader® browser plug-in. After installing the reader, run the plug-in installer located inside the browser subdirectory of your reader installation.
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Creating A Solution Project
At this point, you have either installed the standalone Design Studio or installed the Design Studio plug-in into Eclipse. If you haven't have already done so, you should also install and run the Pentaho BI Server and test the samples in samplesbi-developers/getting-started to insure your BI Server is functional. Also try one or two reports in samples/steel-wheels/reports within your environment and with your browser. For more information about installing and configuring the Pentaho BI Server refer to Getting Started with the BI Platform Getting Started with the BI Platform
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The Design Studio is file-system based. All of the content that is being edited exists on or is available via the local machines file-system. This could include shared folders, nfs mounts, etc. This is why we recommend, for following this guide, having both the BI Server and Design Studio running on the same computer. |
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- Select File->New->Project.
- Select Simple Choose General->Project from the New Project wizard
- If you are using Eclipse prior to 3.2, select Simple project.
- Press the Next> button.
- Enter Pentaho Solutions as the project name. Although any name is fine, this document will refer to Pentaho Solutions
- Uncheck the Use default check box
- Browse to the pentaho-solutions directory. If you are using the PCI, this This will be {INSTALL_DIR}/pentahobiserver-democe/pentaho-solutions.
- Select Finish.
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You should now see your Pentaho Solutions project displayed in the tree on the left side of the Design Studio. If you expand the solution folder you'll see plenty of files. These are the files that make up your solution and are managed within the Design Studio. Let's take a look at one to get a feel of what the Design Studio can do for us. Go ahead and in the left hand tree, open the Pentaho Solutions/samplesbi-developers/getting-started folder. Double-click on the HelloWorld.xaction file and the Action Sequence editor will open in the edit pane. 
Verify that you can test from within the Design Studio
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Currently, the Design Studio uses the Pentaho BI Server to execute Action Sequences. When pressing the Run button, the Design Studio submits an HTTP request to the server and displays the result in the built in browser. The built in browser is usually the default browser on your computer. This is exactly the same as if you used your browser to navigate the PCI samples and clicked on that Action Sequence. It is why you are prompted to save changes to your Action Sequence when going to the test tab. And, it is why you see a URL next to the Run button. If prompted for a user id and password, use the credentials for your BI Server. |
- Make sure that the Pentaho Server URL points to your running BI Server.
- If it's on your local machine, example is http://localhost:8080/pentaho
- Press the Test Server button. If everything is set up properly, the Pentaho Demo home page should appear.
- Now select the Run button to submit an HTTP request to the BI Server to execute the current action sequence. In the embedded browser window you should see "Hello World. Greetings from the Pentaho BI Platform."
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- Select the Define Process tab.
- Select Hello World in the Process Actions box.
- Change the text %quote in the Message text box to something else like - I did it!.
- Return to the Test tab. Select Yes to save if prompted to save.
- If you are using the Pro Pentaho ServerDB-based solution repository...
- The default configuration of the Pro BI Server DB-based solution repository doesn't run action sequences from the file system, but instead runs them from the Pro BI Server repository. You will need to tell the server to refresh the database from the file-system.
- Navigate to the Admin page of your Pentaho BI Server using your browser.
- Select the Update Solution Repository icon.
- Select Yes when prompted Are you sure you want to do this?
- Select Run.
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The original message reads %quote. This notation is used to internationalize action sequences. There are You can create HelloWorld_xx.properties files in the same directory as the action sequence we're currently modifying (the xx being two-letter language abbreviations). Each file has should contain the strings used by this action sequence, translated into the appropriate language. Within Once created, within the Design Studio , you can double click the HelloWorld_en.properties file and find the string assigned to quote and change it to read I did it!. For any strings starting with %, the server will first look for a local properties file, walk the path back to the top of the solution tree looking for the correct .properties file, and finally, use the text it as is. |
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