Configuring PDI UI

PDI UI configuration settings ..

Workshop - Configuring PDI

The workshop covers Pentaho Data Integration (PDI) user interface features and customization. Participants will:

• Launch PDI's graphical designer interface called "spoon"

• Explore the Welcome page resources (Blogs, Books, and Forums)

• Learn how to configure common options and look & feel settings

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1. Welcome Page

Welcome

The Welcome page has links to:

• Documentation

• Community Forum

1. Start Pentaho Data Integration.

Windows

cd\
cd Pentaho\design-tools\data-integration
spoon.bat

Linux

cd
cd ~/Pentaho/design-tools/data-integration
./spoon.sh

Welcome screen

➡️ Next: Modify the look & feel of UI

2. Modify Look & Feel

Options

With an intuitive, graphical, drag and drop design environment and a proven, scalable, standards-based architecture, Data Integration is increasingly the choice for organizations over traditional, proprietary ETL or data integration tools.

1. To modify some of the graphical options.

2. In the menu bar, click Tools > Options.

3. In the General tab:

kettle options

• Uncheck the ‘Show tips at startup?’ checkbox.

• Uncheck the ‘Use database cache’ checkbox.

• Uncheck the ‘Show repository dialog at startup?’ checkbox.

• Uncheck the ‘Ask user when exit

Kettle options

➡️ Next: Explore the various PDI perspectives

3. Perspectives

Perspectives

Pentaho Data Integration (PDI) empowers you with tools that include ETL and scheduling in one unified environment — the PDI client (Spoon) interface. This integrated environment enables you to work in close cooperation with business users to build business intelligence solutions more quickly and efficiently.

When you are working in the PDI client, you can change perspectives to easily switch back and forth from:

• Designing ETL jobs and transformations

• Scheduling jobs and transformations

As users provide you with feedback about how the data is presented to them, you can also quickly make iterative changes to your data directly using our data inspection tools in the PDI client.

From within the PDI client, you can change perspectives using the Perspective icon in the toolbar.

Perspectives

Note: You have to be connected to the Pentaho Repository to Schedule Transformations & Jobs.