Reporting
      Back to home
      1. Knowledge Base
      2. Connectors
      3. Reporting

      MicroStrategy Connector

      MicroStrategy is a Business Intelligence software, which offers a wide range of data analytics capabilities. OvalEdge MicroStrategy's BI and analytics platform helps enterprises build and deploy cloud-based, hyper-intelligent apps, where you can transform your business.


      Connector Capabilities

      The following is the list of objects supported by the MicroStrategy connector:

      Functionality

      Support Data Objects

      Crawler 
      • Reports
      • Report Columns
      • Dossiers
      • Sheets
      • Visuals

      Lineage
      • Report lineage
      • ReportColumn lineage
      • Lineage Sources

      Profiling is not supported. 

      Prerequisites

      Metadata DB details

      OvalEdge uses the client’s on-prem database to store the MicroStrategy reports.

      Driver

      Details

      My SQL

      Based on client instance.

      Ex: MS SQL Server instance

      Service Account with minimum permissions

      The following are the minimum privileges required for a service account user to crawl data from the data source.

      Operation 

      Minimum Access Permission 

      Connector validation

      Read

      Crawling

      Read

      Configure Environment Variables (Optional)

      This section describes the settings or instructions you should know before establishing a connection. If your environments have been configured, skip this step.

      Configure Environment Names

      The Environment Names allow you to select the environment configured for the specific connector from the drop-down list in the Add Connector pop-up window.


      For consistency, you might want to consider crawling the same schema in both stage and production environments. 

      The typical environments for crawling are PROD, STG, or Temporary, and may also include QA or other environments. Additionally, crawling a temporary environment can be useful for schema comparisons, which can later be deleted, especially during application upgrades.

      Steps to Configure the Environment

      1. Log into the OvalEdge application. 
      2. Navigate to Administration >  System Settings.
      3. Select the Connector tab.
      4. Find the key name “connector.environment”.
        unnamed-3
      5. Enter the desired environment values (PROD, STG) in the Value column.
      6. Click ✔ to Save.

      Establish a Connection

      To connect to MicroStrategy using the OvalEdge application, complete the following steps:

      1. Log into the OvalEdge application.
      2. Navigate to Administration > Connectors module.
      3. Click on the "+” (New Connector) button enabled at the top right of the page.
      4. Add Connector pop-up window is displayed where you can search for the MicroStrategy connector.
        unnamed (1)-3
      5. The Add Connector with Connector Type specific details pop-up window is displayed. Enter the relevant information to configure the MicroStrategy connection.

      Note: The asterisk (*) denotes mandatory fields required for establishing a connection.

      unnamed (2)

      Field Name

      Description

      Connector Type

      The selected connection type, MicroStrategy, is displayed by default.

      Additionally, you can select the connector type from the drop-down list. Based on the selection, the relevant details are displayed.

      Connector Settings

      License Add-Ons

      All of the connectors will have a Base Connector License by default that allows you to crawl and profile to obtain the metadata and statistical information from a data source. 


      OvalEdge supports various License Add-Ons based on the connector’s functionality requirements:

      • Select the Auto Lineage Add-On license that enables the automatic construction of the Lineage of data objects for a connector with the Lineage feature. 

      Connector Name*

      Enter a connection name for the MicroStrategy database. The name that you specify is a reference name to easily identify your  MicroStrategy database connection in OvalEdge.

      Example: MicroStrategy_demo

      Connector Environment

      The environment drop-down list allows you to select the environment configured for the connector. 

      Example: PROD, or STG.

      The purpose of the environment field is to help users understand that the new connector is established in an environment available at the Production, STG, and QA levels.


      Note: The steps to set up environment variables are explained in the Prerequisites section.

      Host Name*

      Microstrategy IP address with port number

      Connection String*

      Microstrategy connection string


      Format: jdbc:Microstrategy://{servername}:{portnumber}/{database}

      Username*

      Username required to connect to the MicroStrategy server.

      Password

      Password required to connect to the MicroStrategy server.

      IServer

      Iserver is the Intelligence server that is linked for MSTR

      MetaDB URL*

      JDBC URL for MSTR Database

      Database Name*

      Database name

      MetaDatabase UserName*

      Database username

      MetaDatabase Password*

      Database Password

      Default Governance Roles

      Default Governance Roles*

      You can select a specific user or a  team from the governance roles (Steward, Custodian, Owner) that get assigned for managing the data asset. Based on the settings, Governance Role 4, Governance Role 5, and Governance Role 6 can also be specified.

      Note: The drop-down list displays all the configurable roles (single user or a team) as per the settings made in the OvalEdge Administration > Security > Governance Roles section.

      Admin Roles*

      Select the required admin roles for this connector.

      • To add Integration Admin Roles, search for or select one or more roles from the Integration Admin options list, and then click on the Apply button.
        The Integration Admin is responsible for:
        • Configuring crawling and profiling settings for the connector
        • Deleting connectors, schemas, and/or data objects.
      • To add Security and Governance Admin roles, search for or select one or more roles from the Security and Governance Admin options list, and then click on the Apply button.
        The security and Governance Admin is responsible for:
        • Configuring role permissions for the connector and its associated data objects.
        • Adding admins to set permissions for roles on the connector and its associated data objects.
        • Updating governance roles.
        • Creating custom fields.
        • Developing Service Request templates for the connector.
        • Creating Approval workflows for the templates.

      Select Bridge

      With the OvalEdge Bridge component, any cloud-hosted server can connect with any on-premise or public cloud data source without modifying firewall rules. A bridge provides real-time control that makes it easy to manage data movement between any source and destination. 

      For more information, refer to Bridge Overview
      6. After filling in all the connection details, select the appropriate button based on your preferences. 
        1. Validate: Click on the Validate button to verify the connection details. This ensures that the provided information is accurate and enables successful connection establishment.
        2. Save: Click on the Save button to store the connection details. Once saved, the connection will be added to the Connectors home page for easy access.
        3. Save & Configure: For certain Connectors that require additional configuration settings, click on the Save & Configure button. This will open the Connection Settings pop-up window, allowing you to configure the necessary settings before saving the connection.

      7. Once the connection is validated and saved, it will be displayed on the Connectors home page.

      Connection Validation Errors 

      No.

      Error Message(s)

      Description

      1

      error_validate_connection

      This alert message is displayed when the information entered in the required fields  is incorrect. 

      2

      Failed to establish a connection; please check the credentials.

      This alert message is displayed when the username and/or password entered is invalid.

      Note: If you have any issues creating a connection, please contact your assigned OvalEdge Customer Success Management (CSM) team.

      Connector Settings

      Once the connection is validated successfully, various settings are provided to retrieve and display information from the data source.

      To view the Connector Settings page,

      1. Go to the Connectors page.
      2. From the nine dots select the Settings option.
        unnamed (4)-1
      3. The Connector Settings page is displayed where you can view all the connector setting options.
        unnamed (3)
      4. Click Save Changes. All the settings will be applied to the metadata.

      The following is a list of connection settings along with their corresponding descriptions:

      Connection Settings

      Description

      Crawler

      Crawler settings are configured to connect to a data source and collect and catalog all the data elements in the form of metadata.

      Crawler options:

      • Reports
      • Report Columns
      • Restricted Time Zone
      • Delta Crawl

      Access Instruction

      The Access Instruction setting allows the data owner to instruct others on using the objects in the application.

      Business Glossary Settings

      The Business Glossary setting provides flexibility and control over how users view and manage term associations within the context of a business glossary at the connector level. 

      Lineage

      The lineage settings allow you to configure multiple dialects (by selecting Source Server Type for lineage) and connection priority lists to pick the tables to build lineage.

      Notification

      The Enable/Disable Metadata Change Notifications option is used to notify users about the metadata changes to the data objects.

      • You can use the toggle button to set the Default Governance Roles (Steward, Owner Custodian, etc.) 
      • From the drop-down list, you can select the role and team to receive the notification of metadata changes.

      Crawling Report Group Names

      A Crawl/Profile option allows you to select one or more  Report Group Names for crawling.

      1. Navigate to the Connectors page, and click Crawl/Profile. This allows you to select the Report Groups that need to be crawled.
      2. The Crawl option is selected by default. 
      3. Click the Run button to gather all metadata from the connected source into the OvalEdge Data Catalog. After a successful crawl, all the information is displayed in the Data Catalog > Report / Report Column Tab.

      Note: For more information on Scheduling, refer to Scheduling Connector