Pentaho Reports development
Tools required for development
- Eclipse for Java development (Eclipse 3.6 or later)
- Pentaho Design Studio for XACTION development (3.6.0-stable)
- Pentaho Report Designer for reports development (3.6.0-stable)
Tools required for development and staging/production
- Pentaho Data Integration for ETL development (4.0.0-stable)
- Pentaho BI Server (3.7.0-stable)
- MySQL (5.1)
Configure Pentaho BI Server for Mifos
- Installing Mifos BI 1.0
- note that this isn't technically necessary on a dev machine, but doing so will make your setup more like a prod/staging setup
Steps for PPI dev
- Clone the "bi" repository (see Mifos Version Control Guide).
- Setup the Pentaho BI server.
- Import the git repository to Eclipse.
- Create a Mifos (operational/online/OLTP) database, from a dump or following instructions in INSTALL.
- Configure data sources.
- pentaho data integration: edit
simple-jndi/jdbc.properties
- SourceDB should point to Mifos OLTP database
- DestinationDB should point to data warehouse
- mysql connection URL must include
useUnicode=true&characterEncoding=UTF-8
- Load PPI survey.
ppi/PPISurveyINDIA.xml in the "bi" repository should be copied to whatever GeneralConfig.UploadQGDirectory is configured to in Mifos ($HOME/.mifos/uploads/questionGroups by default)
- then do: Admin → Activate Question Group and pick INDIA
- Create two clients in Mifos, enter surveys for them
- Create data warehouse. See
initialise_datawarehouse.bat.
- Run
ppi/CreateAndPopulatePpiTables.kjb using pentaho data integration (Kitchen can run it)
More Mifos-specific reports setup
- symlink/copy BI_CLONE/reports/standardReports to
BISERVER/pentaho-solutions (or a sub-folder in BISERVER/pentaho-solutions)
- symlink/copy BI_CLONE/reports/commonActions to BISERVER/pentaho-solutions
- symlink/copy BI_CLONE/reports/dataAccess to BISERVER/pentaho-solutions
- install CDA from http://code.google.com/p/pentaho-cda/
- for 3.6.0, patch CDA following Udai's tip inhttp://thread.gmane.org/gmane.comp.finance.mifos.devel/10466
- symlink/copy BI_CLONE/reports/i18n/org to
BISERVER/tomcat/webapps/pentaho/WEB-INF/classes
- restart Pentaho BI server
- symlink/copy BI_CLONE/reports/i18n/org to
PRD/resources
- this makes i18n messages show up in the Pentaho Report Designer
Deployment
Tips