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This document supports Pentaho Business Analytics Suite 5.0 GA and Pentaho Data Integration 5.0 GA,documentation revision September 12, 2013, copyright 2013 Pentaho Corporation. No part may be reprintedwithout written permission from Pentaho Corporation. All trademarks are the property of their respective owners.
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Contents
New Features for Pentaho Business Analytics........................................................................
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New Features for Pentaho Business Analytics
Improved East-of-Use for End Users
Fresh new look
Improved navigation through perspectives and the new Home page
Simplified content management and scheduling
Integrated administration
Improved Navigation
Multiple views provide fast access to common actions. Navigate to the content that you need with the click of a button
Home: Create and view recent content, mark content as a favorite
Browse Files: Full-screen navigation of folders and files
Opened: Currently open documents (reports, visualizations, dashboards)
Schedules: One-stop access to view and manage schedules
Administration: Available to administrators only. Integrated administration, security, and configuration.
Manage Content
Easily navigate through files
Expanded file browsing
Copy, cut, and paste folders
Rename
Hide files and folders
Move to and restore from trash
Simplified Scheduling
Ability to specify private or shared location for content output
Full parameter support
Optionally send e-mail
Role-based access
Administrator-defined blackout periods
Improved Administration
The Pentaho Enterprise Console is replaced with the Administration perspective in the User Console
Manage users, roles, and keys
Configure authentication and mail server
Role-based operation permissions, such as administer security, schedule content, publish content, etc.
Security configuration and management
License management
Server configuration
Enhanced Analyzer Visualizations
Ability to assign colors to chart series values via schema annotations or flat file
Linear trend lines on charts (column, line, and scatter)
New chart options including how to display null/missing data and negative "size by" values
Smooth refresh of charts inside dashboards
Dashboard Designer Usability
Automatically displays left-side browse panel in edit mode
Graphic informs user to drag and drop from browse panel
Removed chart flashing on filter change
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Customizable User Roles
Manage the role member's ability to perform operations including
Administer security
Read content
Publish content
Schedule content
Create content
Simplified Security Quick setup
Apache DS
Microsoft Active Directory
LDAP browser
Security provider options
Open LDAP
JDBC
XML
Custom options
Choose one security provider or many
Centrally Managed Data Sources
Centrally manage all types
Easily create JDBC connections
Use Metadata models and Analysis models
Operations Mart
Bundled data mart containing audit data for analytics and data integration
Pre-canned reports and analysis views to answer common auditing questions
Pre-canned metadata models for ad hoc interactive reporting and analysis
Improved Report Designer
Ease-of-use for report creators
Format reports using styles
Configure and setup sub-reports
Control page behavior - orphan/widow
Create and format a cross-tab (experimental)
Replicating report layout issues
Format Reports Using Styles
Follows CSS
Internal and external style Style editor (.prptstyle)
Style-class name (.header1)
Conditional
By element or band name
By element attributes
Configure and Setup Sub-Reports
Design mode: view contents of all sub-report from master report
Sub-report creation flow (prompts for query)
Copy and paste a master report as a sub-report in another report
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Control Page Behavior (Widow/Orphan)
Content appears widowed, which means it appears as an ending single detail line at the beginning of a page
Content appears orphaned, which means it begins as a single detail line at the end of a page
Replicating Layout Issues
Sending data to the report
Convert query to a table data source
Anonymize queries and reports
Revised Schedule Manager
Schedule Administration
Centrally manage all schedules
Set block-out times
Disable scheduling per content
Grant scheduling operation permission by role
Transfer Content Between Installations
Upload/Download files or folders
Download generates a file including
Contents (folders, documents, etc.) Content permissions
Content property flags
Hidden
Schedule
Perform Uploads/Downloads via
User Console interface
Command Line
Restricted to Administrator role only
4.8 to 5.0 MigrationThe migration utility is a standalone application.
It migrates the following:
Users and user preferences
Files and folders
Data sources
Schedules and generated content
System files
Generates a file
New REST Services
Available at http://localhost8080/integration-examples/ .
Documentation Improvements
Screen shots match the latest graphical interface for the new Crystal and Onyx themes
Streamlined installation approach, with overviews of each installation type and decision tables that describe options
Moved Get Supportto the top-level and aggregated all learning resources on that page
Added a Make a Plancategory, containing overviews and work flows (InfoCenteronly at this time)
Made Supported Technologies its own top-level item so you can have a PDF of this article
Added Configure Work Environmentcategory, containing all the needed configuration instructions
Added Create Initial Data Modelarticle that explains in detail how to use our wizard to create data models
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Added a category for Create and Refine Advanced Data Modelsto show how you would approach refining the datamodels created by our wizard or those you have created on your own
Added PDFs for the current release to the Archivesso that they can be easily downloaded as a whole set
Added the 4.8 InfoCenterto the Archives so that it can be searched online
Ease-of-use
Changed to task-oriented information architecture
Added standardized introductions for content sequences that include
Prerequisites
Expertise Tools
Login Credentials
And other related information
Added navigational aids to keep readers within the Happy Path
Guide posts in procedures comprised of multiple articles
Article table of contents for longer articles
Next step topics
Added UI tour topics
Added decisions topics with choice tables