Using Pentaho
Log in to the Pentaho User Console
Get started with the Pentaho User Console by following these steps to log in:
Launch a Web browser and enter the URL of the Pentaho Server.
The page loads an introductory screen with a Login section.
Enter your user name and password and click Login.You are now logged into the User Console and ready to start creating and running reports and dashboards.
About Pentaho User Console Perspectives
The PUC interface uses perspectives to extend your ability to work on different tasks at any given time. By default PUC has the options Home, Browse and Opened.
Home
After you log in to the User Console, you will see the Home perspective, which serves as the portal for you to access Pentaho tools and features. Home contains easy access buttons so that you can Browse Files, view Pentaho Documentation, and quickly open recently viewed or favourite files.
Item | Name | Function |
1 | Home indicator | Indicates the current User Console perspective that you are using. The Home menu lets you flip easily from page to page, or return to your Home page. |
2 | Current User | Shows the name of the person currently logged in to the User Console. Clicking the arrow next to the name lets you log out of the User Console. |
3 | Browse Files | Brings you to the Browse Files window, where you can locate your files using the Browsing and Files panes, and manage them using the Actions pane. |
4 | Favourite | Shows a list of your favourite files for quick access.
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5 | Recents | Shows a list of your most recently opened files. Clicking on the star icon next to a recently opened file adds it to your favourite list. |
Browse
The Browse Files perspective helps you keep your files and folders organised and makes them easier for you to find and work with.
Item | Name | Function |
1 | Browse Files indicator | Indicates the current User Console perspective that you are using. Browse Files shows you how to locate your files and folders and the different actions you can do with them. Displays the Folders, Files, and Actions panes. |
2 | Folders | Shows a list of folders that you can browse through to locate your files. You can also use the Browsing pane to create new folders or delete old ones. After you select something in the Browsing pane, the Actions pane populates with a list of things you can do with the folders. |
3 | Files | Generates and shows a list of all files contained in the folder that is selected in the Browsing pane. After you select a file, the Actions pane populates with a list of things you can do with the file. |
4 | Actions | The actions displayed depend upon the selection made in the Folders pane, as follows:
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Opened
The Opened perspective uses plugins to provide access to different analytic capabilities. This perspective activates after you open a file from the Browse Files page. It provides a simple space to work with your files.
Item | Name | Function |
1 | Opened indicator Open
| Indicates the current User Console perspective that you are using. Opened displays the files that you access from the Browse Files pane |
2 | Open | Gives you the ability to perform these functions on the active file in the Report Window
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3 | Report Window | Displays the file or report that is currently opened, and lets you edit or work with the file. |
Setting Themes
The User Console has three themes built in, called Crystal, Ruby, and Sapphire. Ruby is the default theme. To change the theme to Crystal or Sapphire, follow these instructions.
Note: Before proceeding, save any edits you have made in the User Console to your reports, dashboards, etc.
From any page of the User Console, click View in the upper-left menu bar.
Select Themes, then select the theme you want to use from the drop-down menu.
When prompted, select Yes, Change Theme.
The Home page refreshes and appears with your chosen theme.
This sample screen is the Sapphire theme: