Publishing a report to the Pentaho server

Running reports in the Preview mode via Report Designer is all well and good; however, for the solution to really be useful, we should publish it to the Pentaho server so that other users can run our reports via a web browser.

Getting ready

To get ready for this recipe, you will have to make sure your MongoDB instance is running.

How to do it…

We are going to open a report from a previous chapter and publish it to the Pentaho server:

  1. Go to File | Open.
  2. Select the chaptet5-orders-report.prpt directory.
  3. Click on Preview.

You should be able to simply run this report and see the Orders data. Now it's time to publish the report:

  1. Go to File | Publish or press Ctrl + Shift + P.
  2. You will need to authenticate with the Pentaho server. Make sure that the following properties are set:
    1. URL is set to http://localhost:8080/pentaho.
    2. User is set to admin.
    3. Password is set to password.
  3. Click on OK.

    The following screenshot shows the Login page:

    How to do it…
  4. In the next pop-up window, we will choose the location where we want to save our report and also choose the options that should be set as default:
    1. Navigate to the Public | SteelWheels directory.
    2. Set the Title property to Orders Report.
    3. Set Output Type to HTML (Stream).
  5. Click on OK.
    How to do it…

The report will now be published to the Pentaho server. If all goes well, you will get a confirmation message asking whether you want to run the report now. Click on No:

How to do it…

How it works…

To publish a report to the Pentaho server, we have to first authenticate with the Pentaho server. If the details are correct, we can choose a location and some options for how the report should run by default. In this case, we set the default Output Type to be HTML. The user still has the ability to choose other Output Types during the execution of the report on the server.

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