3. MSTR Connectivity

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MicroStrategy ConnectivityMicroStrategy Connectivity

MIS 497MIS 497


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Project SourceProject Source

A Project Source is an alias in which connectivityA Project Source is an alias in which connectivity

information for all the projects in that Project Source isinformation for all the projects in that Project Source is

stored.stored.

2 Tier

Project Source Specifies a DSN

and login for a direct connection

to metadata.

3 TierProject Source identifies the

MSTR I-Server machine to

which the client will connect.


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Project Source (continued)Project Source (continued)

A Project Source (PS) houses the information needed toA Project Source (PS) houses the information needed to

connect to a Metadata at start-upconnect to a Metadata at start-up

A PS can contain several projects, each of which canA PS can contain several projects, each of which can

potentially connect to a different DW. However, therepotentially connect to a different DW. However, therecan be only one metadata per PS, so all projects within acan be only one metadata per PS, so all projects within a

PS share the same metadataPS share the same metadata

PS can be created in either 2-tier (direct connection toPS can be created in either 2-tier (direct connection to

the metadata) or in 3-tier (through Intelligence Server)the metadata) or in 3-tier (through Intelligence Server)

mode.mode.

Well have both modes of connection for differentWell have both modes of connection for different

phases of the projects in the class.phases of the projects in the class.


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Start-up Connectivity Logical LayoutStart-up Connectivity Logical Layout

Project

SourceIntelligence

Server

MD DSN

+ login

MD

Database

Direct ODBC

2 - Tier

3 - Tier


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2 Tier (Direct):2 Tier (Direct):

A local ODBC DSN must beA local ODBC DSN must be

specified along with thespecified along with the

login.login.

This information is stored inThis information is stored inthe registry of the localthe registry of the local

MSTR Desktop machine.MSTR Desktop machine.

ODBC PWD is storedODBC PWD is stored

encrypted in the registry ofencrypted in the registry of

the local machine.the local machine.


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3 Tier (Intelligence Server):3 Tier (Intelligence Server):

No ODBC connection fromNo ODBC connection from

the client to the DBthe client to the DB

MSTR Desktop client willMSTR Desktop client will

connect to I-Serverconnect to I-Serverdefinition, so the name of I-definition, so the name of I-

Server and RPC connectionServer and RPC connection

to it are necessary.to it are necessary.

All connection informationAll connection information

and MD DSN are located onand MD DSN are located onthe Server machine.the Server machine.


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Database InstanceDatabase Instance

A Database Instance is a logical representation of aA Database Instance is a logical representation of a

connection to a physical database.connection to a physical database.


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Database InstanceDatabase Instance

Each PS is associated with one MD DB Instance and at least oneEach PS is associated with one MD DB Instance and at least one

Warehouse DB Instance.Warehouse DB Instance.

Database Instance stores the following information:Database Instance stores the following information:

Database ConnectionDatabase Connection

Type of DB (Oracle, SQL Server, Informix, etc.)Type of DB (Oracle, SQL Server, Informix, etc.) Maximum number of connections allowed for the DB InstanceMaximum number of connections allowed for the DB Instance

DB specific optimizations (I.e. VLDB properties)DB specific optimizations (I.e. VLDB properties)

Warehouse table prefixes (if required)Warehouse table prefixes (if required)

Location for intermediate table storageLocation for intermediate table storage

Prioritization scheme to be used when submitting jobs to the DBPrioritization scheme to be used when submitting jobs to the DB


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Database ConnectionDatabase Connection

A Database Connection isA Database Connection is

comprised of a DSN andcomprised of a DSN and

other information necessaryother information necessary

for connection to afor connection to a

database.database. Each Database Instance canEach Database Instance can

potentially point to multiplepotentially point to multiple

Database Connections.Database Connections.


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DSN and Database LoginDSN and Database Login

The DSNs listed representThe DSNs listed represent

the local machines systemthe local machines system

ODBC data sources andODBC data sources and

DSNs from other sources.DSNs from other sources.

A Database Login stores theA Database Login stores theUID and PWD that will beUID and PWD that will be

used to access the databaseused to access the database

or the NT network loginor the NT network login


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DSN and Database LoginDSN and Database Login

DSNs listed will list local machine DSNs and allDSNs listed will list local machine DSNs and all

other DSNs recorded in Metadata.other DSNs recorded in Metadata.

In a 3 tier environment, DSN may or may notIn a 3 tier environment, DSN may or may notactually be a DSN on a local machine.actually be a DSN on a local machine.

Theres unlimited number of Database Logins thatTheres unlimited number of Database Logins that

can be created, this functionality is needed forcan be created, this functionality is needed for

advanced administration and monitoring by DBAsadvanced administration and monitoring by DBAsand thus wont be discussed in this class.and thus wont be discussed in this class.


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The Big PictureThe Big Picture

WH DSN

WH Login:

WH UID

WH PWD

WH DB Connection

Project

Source

Project

WH DB Instance

WH

Database

MD DSN

MD Login:

MD UID

MD PWD

MD DB Connection

MD DB Instance

MD

Database

MSTR

Intelligence

Server

Connection Mapping


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WorkshopWorkshop


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Goals:Goals:

Create VMALL Warehouse InstanceCreate VMALL Warehouse Instance

Prerequisites:

Completion of Database Connectivityworkshop


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WorkshopWorkshop1.1. Open MicroStrategy DesktopOpen MicroStrategy Desktop

2.2. Go toGo to ToolsTools Project Source ManagerProject Source Manager3.3. Click AddClick Add


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WorkshopWorkshop4. Enter your group name as the project source name, select your4. Enter your group name as the project source name, select your

metadata DSN and enter appropriate login informationmetadata DSN and enter appropriate login information5. Click OK twice, your Project Source is created!5. Click OK twice, your Project Source is created!


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WorkshopWorkshop6. Now connect to your Project Source, your default login is6. Now connect to your Project Source, your default login is

Administrator, the password is blank.Administrator, the password is blank.7. Now well create Database Instance for our Data Warehouse7. Now well create Database Instance for our Data Warehouse

8. Go to Administration8. Go to AdministrationDatabase Instance ManagerDatabase Instance ManagerRightRightClick select NewClick select New Database InstanceDatabase Instance


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WorkshopWorkshop9. Name your DB Instance VMALL Warehouse, choose your9. Name your DB Instance VMALL Warehouse, choose your

database type (SQL Server 7.0) and create a new DBdatabase type (SQL Server 7.0) and create a new DBConnection:Connection:


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WorkshopWorkshop10. Select your Warehouse DSN in the list of all DSNs, choose10. Select your Warehouse DSN in the list of all DSNs, choose

Administrator as your default login.Administrator as your default login.11. Click OK twice, your Warehouse connection is created!11. Click OK twice, your Warehouse connection is created!


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Next stepsNext steps

Well go over Data Modeling and create ourWell go over Data Modeling and create ourproject!project!


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Resources:Resources:

MicroStrategy Administrator Guide will haveMicroStrategy Administrator Guide will havemore information on connectivity and advancedmore information on connectivity and advancedtopics not covered in the class.topics not covered in the class.

3. MSTR Connectivity

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