MicroStrategy ConnectivityMicroStrategy Connectivity

MIS 497MIS 497

Project SourceProject Source

A Project Source is an alias in which connectivity A Project Source is an alias in which connectivity information for all the projects in that Project Source is information for all the projects in that Project Source is stored.stored.

2 – Tier2 – Tier

Project Source Specifies a DSN Project Source Specifies a DSN and login for a direct connection and login for a direct connection to metadata.to metadata.

3 – Tier3 – Tier

Project Source identifies the Project Source identifies the MSTR I-Server machine to MSTR I-Server machine to which the client will connect.which the client will connect.

Project Source (continued)Project Source (continued)

A Project Source (PS) houses the information needed to A 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 can A PS can contain several projects, each of which can potentially connect to a different DW. However, there potentially connect to a different DW. However, there can be only one metadata per PS, so all projects within can be only one metadata per PS, so all projects within a PS share the same metadataa PS share the same metadata

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

– We’ll have both modes of connection for different We’ll have both modes of connection for different phases of the projects in the class.phases of the projects in the class.

Start-up Connectivity Logical LayoutStart-up Connectivity Logical Layout

Project Source

Intelligence Server

MD DSN + login

MD Database

Direct ODBC

2 - Tier

3 - Tier

Start-up Connectivity Logical LayoutStart-up Connectivity Logical Layout

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

– A local ODBC DSN must be A local ODBC DSN must be specified along with the specified along with the login.login.

– This information is stored in This information is stored in the registry of the local the registry of the local MSTR Desktop machine.MSTR Desktop machine.

– ODBC PWD is stored ODBC PWD is stored encrypted in the registry of encrypted in the registry of the local machine.the local machine.

Start-up Connectivity Logical LayoutStart-up Connectivity Logical Layout

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

– No ODBC connection from No ODBC connection from the client to the DBthe client to the DB

– MSTR Desktop client will MSTR Desktop client will connect to I-Server connect to I-Server definition, so the name of I-definition, so the name of I-Server and RPC connection Server and RPC connection to it are necessary.to it are necessary.

– All connection information All connection information and MD DSN are located on and MD DSN are located on the Server machine.the Server machine.

Database InstanceDatabase Instance

A Database Instance is a logical representation of a A Database Instance is a logical representation of a connection to a physical database.connection to a physical database.

Database InstanceDatabase Instance

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

Database ConnectionDatabase Connection

A Database Connection is A Database Connection is comprised of a DSN and comprised of a DSN and other information necessary other information necessary for connection to a for connection to a database.database.

Each Database Instance can Each Database Instance can potentially point to multiple potentially point to multiple Database Connections.Database Connections.

DSN and Database LoginDSN and Database Login

The DSNs listed represent The DSNs listed represent the local machine’s system the local machine’s system ODBC data sources and ODBC data sources and DSNs from other sources.DSNs from other sources.

A Database Login stores the A Database Login stores the UID and PWD that will be UID and PWD that will be used to access the database used to access the database or the NT network loginor the NT network login

DSN and Database LoginDSN and Database Login

DSNs listed will list local machine DSNs and all DSNs 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 not In a 3 tier environment, DSN may or may not actually be a DSN on a local machine.actually be a DSN on a local machine.

There’s unlimited number of Database Logins that There’s unlimited number of Database Logins that can be created, this functionality is needed for can be created, this functionality is needed for advanced administration and monitoring by DBAs advanced administration and monitoring by DBAs and thus won’t be discussed in this class.and thus won’t be discussed in this class.

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

WorkshopWorkshop

Goals:Goals:

Create VMALL Warehouse InstanceCreate VMALL Warehouse Instance

Prerequisites:Prerequisites:

Completion of Database Connectivity workshopCompletion of Database Connectivity workshop

WorkshopWorkshop1.1. Open MicroStrategy DesktopOpen MicroStrategy Desktop

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

WorkshopWorkshop4. Enter your group name as the project source name, select your metadata DSN and enter appropriate 4. Enter your group name as the project source name, select your metadata DSN and enter appropriate

login informationlogin information5. Click OK twice, your Project Source is created!5. Click OK twice, your Project Source is created!

WorkshopWorkshop6. Now connect to your Project Source, your default login is Administrator, the password is blank.6. Now connect to your Project Source, your default login is Administrator, the password is blank.7. Now we’ll create Database Instance for our Data Warehouse7. Now we’ll create Database Instance for our Data Warehouse8. Go to Administration8. Go to AdministrationDatabase Instance ManagerDatabase Instance ManagerRight Click select NewRight Click select New Database Instance Database Instance

WorkshopWorkshop9. Name your DB Instance VMALL Warehouse, choose your database 9. Name your DB Instance VMALL Warehouse, choose your database

type (SQL Server 7.0) and create a new DB Connection:type (SQL Server 7.0) and create a new DB Connection:

WorkshopWorkshop10. Select your Warehouse DSN in the list of all DSNs, choose Administrator as your default login.10. Select your Warehouse DSN in the list of all DSNs, choose Administrator as your default login.11. Click OK twice, your Warehouse connection is created!11. Click OK twice, your Warehouse connection is created!

Next stepsNext steps

We’ll go over Data Modeling and create our project!We’ll go over Data Modeling and create our project!

Resources:Resources:

MicroStrategy Administrator Guide – will have more information MicroStrategy Administrator Guide – will have more information on connectivity and advanced topics not covered in the class. on connectivity and advanced topics not covered in the class.