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How to set up a Pentaho for Mifos

How to set up a Pentaho for Mifos

Jan 21, 2011

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

  • scp stuff to a server

Tips