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Important: The content on this page is not complete. The community is actively encouraged to add to, edit, and improve this document. Installation and configuration instructions are documented for Release Candidate 2.0.0.

Defining a data source

The Pre-configured Installation (PCI) includes sample data and reports; however, if you are evaluating Pentaho you will want to use and display your own data in the BI Platform. Defining a data source requires JDBC class name for the database driver, data source URL (server name, port number, database name) and the user ID and password needed to connect the database. Contact your database administrator to get the specific details about your database.

Follow the instructions below to configure a "General" data source:

In the Administration Console go to Administration > Data Sources.
Click General to display basic configuration options.
Click + (add) if you cannot find your data source in the list.
In the left panel, type an easy-to-remember Connection Name.
Type or select the Driver Class from the list. The database driver name you select depends on the type of database you are accessing. For example, org.hsqldb.jdbcDriver is a sample driver name for a HypersonicSQL database.
Type the User Name and Password required to access your database.
Type or select the URL from the list. This is the URL of your database. For example, jdbc:hsqldb:hsql://localhost/sampledata. JDBC establishes a connection to a SQL-based database and sends and processes SQL statements.
Click Test. A success message appears if the connection is established.
Click OK to save your entries.

Advanced Configuration

Follow the instructions below complete an advanced configuration:

In the Administration Console go to Administration > Data Sources.
Click Advanced to display advanced configuration options.
Enter the maximum number of active instances, (Max Active Conn), that can be allocated from this pool at the same time.
Enter the maximum number of connections that can sit idle (# Idle Conn) in this pool at the same time.
Enter a Validation Query. This SQL query that can be used by the pool to validate connections before they are returned to the application. If specified, this query must be an SQL SELECT statement that returns at least one row.
Enter the maximum number of milliseconds that the pool will "wait" (when there are no available connections) for a connection to be returned before throwing an exception.
Click Test. A success message appears if the connection is established.
Click OK to save your entries.

Editing and Deleting Data Source Configurations

You can edit or delete a data source configuration when necessary.

Editing a Data Source Configuration

To edit a data source configuration:

Select the data source name from the list under Data Sources.
Make the appropriate changes in the right pane.
Click Test to test the connection.
Click Update to save your changes.

To delete a data source configuration:

Select the data source name from the list under Data Sources.
Click the minus sign (-) to delete the configuration. A confirmation message appears.
Click Update to save your changes.