ba_whats_new.pdf

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Explore What's New in BA


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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 Analy

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

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