BI Quickstart Guide

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Quick Start Guidefor Agile Analytics in the Cloud:

Business Intelligence, Data Integration, and Analytic Database

Featuring

Cloud Management www.RightScale.com/BI

Commercial Open

Source Business

Intelligence

www.Jaspersoft.com/cloud

Commercial Open

Source Data

Integration

www.Talend.com/cloud

Analytic Database

for the Enterprise

www.Vertica.com/cloud


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Contents

Who is this solution designed for? ................................................................................................................ 3

Why BI in the Cloud? ..................................................................................................................................... 3

What are the first steps to using this solution? ............................................................................................ 3

Why RightScale for Cloud Management? ..................................................................................................... 3

RightScale Basics: Are you new to Amazon Web Services (AWS) and EC2? ................................................ 4

Quick Start for RightScale..6

Setting up your accounts.6

Launching the Joint Cloud BI Solution8Quick Start for Jaspersoft.13

Quick Start for Talend.15

Quick Start for Vertica16


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Who is this solution designed for?

This cloud BI solution is to be implemented by a technical audience, such as a BI developer orData warehouse architect. A technical person uses this joint environment to set up business

intelligence solutions for their end-user audience which would typically be executives and other

business users. In summary, the finished solution can be used by business users, but a technical

profile is required to set up the environment.

Why BI in the Cloud?

The solution has a variety of use cases including:

Create analytical sandboxes on demand to optimize response to sudden market changes

Offload expensive processing from overburdened data warehouses and avoid costly

upgrades

Prototype new proof-of-concept BI applications without purchasing and implementing

new data center infrastructure

Run full business intelligence and data warehousing for existing cloud applications

entirely in the cloud.

What are the first steps to using this solution?

It depends upon your knowledge of and current comfort-level with the cloud as well as cloud

and cloud management accounts you may already have.

To learn more about the cloud and cloud management with RightScale, we suggest the

following reading and resources at the RightScale.com website:

http://www.rightscale.com/info_center/

If you are already familiar with the cloud, or if you just want a quick introduction to cloud BI,

then you may start using the cloud BI solution right away. You need both a cloud account (e.g.,

Amazon EC2, RackSpace, Go2Grid, etc.) and a cloud management account (RightScale). If you do

not already have a cloud account, you may receive a temporary Amazon EC2 cloud account via

RightScale that allows for 10 hours of usage.

Why RightScale for Cloud Management?

The RightScale Cloud Management Platform provides the following key benefits enjoyed by

thousands of companies that use RightScale every day to run critical business applications in the

cloud:
http://www.rightscale.com/info_center/http://www.rightscale.com/info_center/http://www.rightscale.com/info_center/


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Cloud-Ready ServerTemplates Even if you have minimal knowledge of cloud

architectures, you can take advantage of RightScales pre-packaged ServerTemplates to

get up and running on the cloud fast. Available for a wide variety of common application

scenarios, ServerTemplates incorporate best practice design architectures so you can

focus on your own application and trust in the reliability, resiliency, and performance of

other more standard components.

Managing Deployments Rather than managing individual servers, with the RightScale

Platform you manage entire deployments groups of servers architected to work

together saving you valuable systems administrative time and reducing costly errors.

Automation Across the Deployment Lifecycle From autoscaling to remediation to

automatic configuration, you can achieve a new level of ease in system administration

of production deployments while also providing tools for managing multi-server

deployments over their entire lifecycle.

Transparency and ControlWith RightScales open architecture, you retain visibility

into all levels of your cloud application. Manage, monitor, test, troubleshoot, and re-

launch applications with total control. You can also store valuable operations runbook

knowledge and break free from the limits of virtual machine images.

Eliminate Lock-in with Cloud Portability Gain the freedom and flexibility to choose

among a variety of development languages, software stacks, data stores, and cloud

providers. Choose the right cloud infrastructure for your unique requirements, whether

that involves security and regulatory compliance, geographic location, special features,

or pricing. Manage and migrate deployments across clouds public or private. With

RightScale, you never get locked in.

Whether you are just getting started and need a simple on-ramp to the cloud or require

support for complex deployments spanning multiple clouds, the RightScale Cloud

Management Platform provides complete automation, thereby reducing the administration

and complexity of managing cloud deployments, yet giving you the flexibility, control, and

portability you need.

RightScale Basics: Are you new to Amazon Web Services (AWS) and EC2?If so, please read about Amazon Web Services (AWS) to become familiar with some common

terms and definitions before reading the RightScale Basics section. The link is here:

http://support.rightscale.com/09-Clouds/AWS

ServerTemplates and RightScripts

RightScales experience using EC2 to host our own site has led us to develop tools

custom built for AWS. Designing the best tools requires thinking about old concepts in

new ways. For example, we have done away with the old concept of launching images

from a ready-configured state. Instead, we've found that it is far superior to launch bare

instances and configure everything post-launch via code that we call RightScripts. This

allows us to create modular server images that are highly customizable and easily

replicated.

As a result, RightScale developed ServerTemplates. Along with specifying all of the

normal EC2 stuff to launch an instance (AMI, ssh-key, security group, etc.)


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ServerTemplates also allow you to designate any number of RightScripts that you want

to run at boot time, upon demand, when decomissioning servers, or even when an

event is triggered. We created RightScripts to make it even easier. RightScripts allow you

to specify packages that you want to install before a script is executed and even allow

you to upload and attach files directly to scripts. The Dashboard automatically

recognizes and allows you to enter values for any variable that is capitalized. These

"variables" are called "Inputs" in the RightScale Dashboard. We provide a convenient

and centralized way to manage Input parameters to all of the RightScripts in a

ServerTemplate. We also make it easy to use runtime values such as local IP's and EC2

meta-data.

For introduction videos about RightSclale, we invite you to go here:

http://www.youtube.com/RightScale


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Quick Start for RightScale

Setting up your accounts

In order to use the cloud BI environment you need the following accounts:

1) Cloud management account: Sign up at My.rightscale.comThere are two types:

a. Trial account: provides both a RightScale account and an Amazon EC2 cloud accountwith 10 hours of cloud usage for evaluation purposes.

b. Developer account: you associate your own existing cloud account and pay perusage.

2) Cloud account: Sign up for a cloud account, such as Amazon EC2, Rackspace, or GoGrid.Otherwise, the RightScale Trial account provides you with 10 hours of Amazon EC2

evaluation usage.

After attaining your cloud account (Amazon EC2, Rackspace, GoGrid, etc.) then you can sign up for your

RightScale account and associate the two accounts.

The following section describes the steps to link your cloud account, using Amazon EC2 as an example,

with your RightScale cloud management solution.

If you select Option 1, then RightScale queries the cloud management platform with your credentials.


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Then it sets up a SSH Key:

Finally, determine how you want to begin in RightScale. To start, simply select the last option,RightScale Dashboard.


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Launching the Joint Cloud BI Solution

We will go through the following steps to launch the joint solution:

1) Design a new Deployment by launching the joint Macro found in the Partners section. TheMacro controls the launching of the Templates. There is one Template for each product

(Jaspersoft, Talend, and Vertica).2) Manage the Deployment and Running all the Templates at once.

Select the Design option at the top of the screen.

Select View All under Design and Macros:

Now select the Partners button because this is where the joint BI Macro resides.


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If there are many Macros listed, then do a search on Jaspersoft, Talend, and Vertica. Then launch the

Macro with the blue button on the right.

Now there are some options to set. For simplicity, just select Default from the drop-down of the first

two options and then select Run.

You are prompted to give your Deployment a name. Pick one thats easy to remember and descriptive.


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Now you see the Macro being executed. It is setting up the Templates defined for each of the products.

After selecting OK, now we can manage the Deployment. Go to Manage, Deployments, and View

All.

Notice that the Deployment you just created appears, and it has 3 red boxes to the right. That means

that the three Templates are available (corresponding to Jaspersoft BI, Talend Data Integration, and

Vertica Analytic Database), but nothing is running yet.


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After clicking on your Deployments name, now you can start the Templates all at once by clicking on

Start All.

Notice the yellow arrows under CPU. That means the products have received instructions to boot.

You also see a handy message that lets you know how much this deployment will cost per day:

Current usage: $0.70/hour ($16.80/day) - 1 m1.small, 1 c1.medium, 1 m1.large

The CPUs green arrows mean that the products are in the middle of the boot process.


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Once each of the Templates has completed the boot process, you receive a notice by e-mailcorresponding to each launched Template.

And the CPU image shows a new image representing that the Template is running. You also see the

duration of the Template being launched under Runtime. All the Templates should all be running withinabout 8.5 minutes.


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Next, select the link in the middle of the screen for the Public IP of JasperServer, and you can log in to

the product.

Quick Start for Jaspersoft

After launching JasperServer from the RightScale page in the previous section, you see helpful links for

more information if you are not familiar with Jaspersoft products. Select here to go to the log in

screen.

Now at the log in screen, use the canned log-ins to work with test data and sample data. If you wish to

upload your own data, please consult the Jaspersoft documentation online within the product.


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After using the demo/demo user name and login, you see the JasperServer dashboard. Now you can use

the enclosed reports and dashboard examples, running against the Vertica analytic database in the

cloud.

Click one of the customers in the Top Fives report to see an example of a print oriented pixel-perfect report. This report shows the use of database driven parameters as well.

Click one of the dial gauges on the right to drill down to an OLAP Analysis View.

Click the menu Create -> Ad Hoc Report to start creating your own report based on a sample

Topic or a sample Data Domain

Logout as the user "demo" and re-login using the jasperadmin/jasperadmin username and password.

From the administrator's homepage choose the menu View -> RepositoryFrom the repository view you may inspect the existing content of the repository, and you may

define connections to your own data sources. More details are available in the document

"JasperServer-Pro-Admin-Guide.pdf".

The sample reports found in the folder "/Reports/Samples" are intended to work with the data source

"/datasources/JServerJNDIDS" which is based on SugarCRM sample data. This sample data source has


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not been pre-configured in this BI Cloud Stack. It is possible to create this data source by referring to the

document "JasperServer-Pro-Install-Guide.pdf".

We invite you to see more examples of Jaspersoft in action with videos at the following link:

http://www.jaspersoft.com/self-running-demos

Quick Start for Talend

To setup your Talend server, click on the URL link associated with your Talend server. This should take

you to your Talend server home screen where you can find detail instruction to setup and activate your

server.

Click on the Getting Started link. Follow the first five steps to download your Talend Cloud Studio, as

well as activate your Talend Administrator Center by inserting the license information. If you have any

issues while setting up your server, please contact Talend technical support at:[email protected]

After installing and downloading Talend Studio, you can log on to your Talend Administrator to setup

and configure cloud jobs.
http://www.jaspersoft.com/self-running-demoshttp://www.jaspersoft.com/self-running-demosmailto:[email protected]:[email protected]:[email protected]:[email protected]://www.jaspersoft.com/self-running-demos


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If youre not familiar with Talend Studio, please follow the Technical Documentation link on the home

page. To become familiar with Talend Studio, read the Talend Studio User Guide, or read the Talend

Administration Center Guide to become familiar on how you can schedule and monitor your Talend

jobs. If you have any question, please feel welcome to use the Talend public forum at

http://www.talendforge.org/forum .

Quick Start for Vertica

When you enter the Vertica server hostname in your web browser you will see a welcome page

with a link to useful resources such as documentation and client drivers as well as the Vertica

administration tools:

Clicking on the administration tools link will bring you to the Vertica administration tools main

page. In addition to database administration, you can manage the file system and other server

controls from the Webmin panel.
http://www.talendforge.org/forumhttp://www.talendforge.org/forumhttp://www.talendforge.org/forum


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Clicking on the Configuration Menu will bring to the configuration page where you can create

your first Vertica database. Follow the database creation wizard after which your database will

start automatically.

Additionally, you may find information for all of the products in this joint solution at:

Cloud Management www.RightScale.com/BI

Commercial Open

Source Business

Intelligence

www.Jaspersoft.com/cloud

Commercial Open

Source Data

Integration

www.Talend.com/cloud

Analytic Database

for the Enterprise

www.Vertica.com/cloud

BI Quickstart Guide

Documents

Transcript of BI Quickstart Guide