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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 3.7
  • Pentaho CDA
  • Pentaho Data Integration 4.0

NOTE: following instructions presume a Linux environment

Install Pentaho BI Server

Download Pentaho BI Server  biserver-ce-3.7.0-stable.zip

Install Pentaho with MySQL 5.1 using this document (Google doc)

After installing Pentaho BI server correctly and testing it's working as expected, install CDA next.

Install CDA in in Bi Server

Download CDA for Pentaho Server 3.7 (download here)

Extract the "cda folder in biserver-ce-3.7.0-stable/biserver-ce/pentaho-solutions/system/

Restart the server.

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.

Get Mifos BI 1.0

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

Install ETL + Data Warehouse database

Let's call existing Mifos application database (mifos) as SourceDB

Let's call Mifos Data Warehouse database (mifos_dwh) as DestinationDB

Set up JNDI entries for  SourceDB and DestinationDB in the administration console. Only DestinationDB is needed for the datawarehouse, the other (mifos application database) is needed if running ETL or running non-DW reports so you may as well set them both up at the same time.
1st go into the administration-console directory and run start-pac.bat
then go to your browser and put in "localhost:8099" log in as admin, click Administration, then 'database connections', then the + to add a new one and fill in
name: SourceDB
driver class: com.mysql.jdbc.Driver
user name: root (or whatever mysql user you want)
password: *****
Url: jdbc:mysql://localhost:3306/mifos
the bit at the end is the database name to point to.   Then click test and assuming you get a clean test, save it.  Do same for DestinationDB

Install Pentaho Data Integration Tool 4.0.0-stable

the ETL source is in bi/ETL/MifosDataWarehouseETL
go to where you installed pdi-ce-4.0.0-stable and then to the the file data-integration\simple-jndi\jdbc.properties and add:
SourceDB/type=javax.sql.DataSource
SourceDB/driver=org.gjt.mm.mysql.Driver
SourceDB/url=jdbc:mysql://localhost:3306/mifos?useUnicode=true&characterEncoding=UTF-8
SourceDB/user=root
SourceDB/password=****
DestinationDB/type=javax.sql.DataSource
DestinationDB/driver=org.gjt.mm.mysql.Driver
DestinationDB/url=jdbc:mysql://localhost:3306/mifos_dwh?useUnicode=true&characterEncoding=UTF-8
DestinationDB/user=root
DestinationDB/password=****

run bi/ETL/MifosDataWarehouseETL/full_reload_sh (after editing MYSQL_ARGS to correct values)

./full_reload.sh mifos_dwh PDI/data-integration

Install Reports

From the zip file, locate "reports" directory contains standard reports and other files that must be copy to your Pentaho BI Server:

  • Open readme.txt in the CDFReportingTemplate directory and copy the files as directed.
  • copy BI_CLONE/reports/commonActions to BISERVER/pentaho-solutions
  • copy BI_CLONE/reports/dataAccess to BISERVER/pentaho-solutions
  • copy BI_CLONE/reports/i18n/org to BISERVER/tomcat/webapps/pentaho/WEB-INF/classes
  • symlink/copy BI_CLONE/reports/standardReports to
    BISERVER/pentaho-solutions (or a sub-folder in BISERVER/pentaho-solutions)
  • restart Pentaho BI server
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