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Software Requirements

In order to run Mifos BI, you need to install the following software:

  • Sun Microsystems Java - JDK/JRE 1.6
  • MySQL - Community Edition 5.1.45
  • Pentaho BI Server 3.6.0
  • Pentaho CDA 1.0.0
  • Pentaho Data Integration Community Edition 4.0.0

NOTE: following instructions presume an ubuntu 10.04 LTS environment

Install base os dependencies

sudo add-apt-repository "deb http://archive.canonical.com/ lucid partner"
sudo apt-get update
sudo apt-get install sun-java6-jdk libmysql-java

Install Pentaho BI Server

Download Pentaho BI ServerĀ  biserver-ce-3.6.0-stable.tar.gz
tar xzf biserver-ce-3.6.0-stable.tar.gz -C /tmp/bi
cp -r /tmp/bi/biserver-ce/tomcat/webapps/pentaho /var/lib/tomcat6/webapps
cp -r /tmp/bi/biserver-ce/tomcat/webapps/pentaho-style /var/lib/tomcat6/webapps
cp -r /tmp/bi/biserver-ce/tomcat/webapps/sw-style /var/lib/tomcat6/webapps
mkdir -p /etc/pentaho
cp -r /tmp/bi/biserver-ce/pentaho-solutions/system /etc/pentaho
cp /usr/share/java/mysql.jar /var/lib/tomcat6/webapps/pentaho/WEB-INF/lib/mysql.jar

Install CDA in BI Server

download cda-installer-v1.0.jar
java -jar cda-installer-v1.0.jar
select 3.6 version of pentaho
point to /etc/pentaho/solutions when asked for pentaho solutions directory

To verify CDA is working use sample CDA (download here) which need to be extracted in biserver-ce-3.7.0-stable/biserver-ce/pentaho-solutions.

Install Data Integration/ETL

Download pdi-ce-4.0.0-stable.tar.gz
tar xzf pdi-ce-4.0.0-stable.tar.gz -C $imagedir/usr/local

Get Mifos BI 1.0

Get the Latest Mifos BI from sourceforge.org. (download here)

unzip -j -d /etc/pentaho/system/pentaho-cdf mifos_bi-1.0.0.zip reports/CDFReportingTemplate/template-dashboard-mifosreports.html
unzip -j -d /etc/pentaho/system/pentaho-cdf/resources/style/images mifos_bi-1.0.0.zip reports/CDFReportingTemplate/*.jpg
unzip -d /usr/local/data-integration mifos_bi-1.0.0.zip ETL/*
unzip -d /etc/pentaho mifos_bi-1.0.0.zip reports/*
mv /etc/pentaho/reports/standardReports /etc/pentaho
mv /etc/pentaho/reports/commonActions /etc/pentaho
mv /etc/pentaho/reports/dataAccess /etc/pentaho
mv /etc/pentaho/reports/i18n/org /var/lib/tomcat6/webapps/pentaho/WEB-INF/classes
rm -rf /etc/pentaho/reports/CDFReportingTemplate
rmdir /etc/pentaho/reports/i18n
rmdir /etc/pentaho/reports
chown -R tomcat6 /var/lib/tomcat6/webapps

Configure pentaho and databases, install ETL

You will need to configure two databases to get pentaho up and running a "Hibernate" database and a "Quartz" database

echo "create database hibernate;" | mysql <root mysql credentials>
echo "create database quartz;" | mysql <root mysql credentials>

echo "grant all on hibernate.* to '<hibernate user>'@'localhost';" | mysql <root mysql credentials>
echo "grant all on quartz.* to '<quartz user>'@'localhost';" | mysql <root mysql credentials>
echo "set password for '<hibernate user id>'@'localhost' = password('<hibernate user password>');" | mysql <root mysql credentials>
echo "set password for '<quartz user id>'@'localhost' = password('<quartz user password>');" | mysql <root mysql credentials>

Note: hibernate user and quartz user can be the same.

Edit:

/etc/pentaho/solutions/applicationContext-spring-security-hibernate.properties
/etc/pentaho/system/hibernate/mysql5.hibernate.cfg.xml
/var/lib/tomcat6/webapps/pentaho/META-INF/context.xml (jdbc/Hibernate entry)

with the Hibernate login credentials.

and

/var/lib/tomcat6/webapps/pentaho/META-INF/context.xml (jdbc/Quartz entry)

with the Quartz login credentials.

edit

/etc/pentaho/system/hibernate/hibernate-settings.xml

so that the config-file line reads:

<config-file>system/hibernate/mysql5.hibernate.cfg.xml</config-file>

You will need to configure two databases SourceDB and DestinationDB
The existing Mifos application database (mifos) will be the SourceDB
The Mifos Data Warehouse database (mifos_dw) will be the DestinationDB

/usr/local/data-integration/simple-jndi/jdbc.properties (DestinationDB entries)
/etc/pentaho/system/simple-jndi/jdbc.properties (DestinationDB entries)

with SourceDB and DestinationDB login credentials

Also you will need to add these credentials to the "hibernate" database:

echo "INSERT INTO DATASOURCE VALUES('SourceDB',20,'com.mysql.jdbc.Driver',5,'<SourceDB user>','<base64 encoded SourceDB password>','jdbc:mysql://<SourceDB host/port>/<SourceDB name>?useUnicode=true&characterEncoding=UTF-8','select 1',1000);" | mysql <hibernate login creds>
echo "INSERT INTO DATASOURCE VALUES('DestinationDB',20,'com.mysql.jdbc.Driver',5,'<DestinationDB user>','<base64 encoded DestinationDB password>','jdbc:mysql://<DestinationDB host/port>/<DestinationDB name>_dw?useUnicode=true&characterEncoding=UTF-8','select 1',1000);" | mysql <hibernate login creds>

initialize quartz db:

mysql <quartzdb credentials> < create_quartz_mysql.sql

install CDA "hack":

edit line 24 in:

/etc/pentaho/solutions/system/pentaho-cdf/js/CoreComponents.js

to

line 24> default: myArray.push([this.resultp0,this.resultp1]);break;

See http://thread.gmane.org/gmane.comp.finance.mifos.devel/10466

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