MicroStrategy Cloud

This document outlines the integration with MicroStrategy (MSTR) Cloud, enabling streamlined metadata management through features such as crawling, report preview, and manual lineage.

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Overview

Connector Details

Connector Category	Reporting Tools
Connector Version	Release6.3.4.37
Releases Supported (Available from)	Release6.3.4.37
Connector Release Stage	Beta
Connectivity [How the connection is established with MicroStrategy Cloud]	REST APIs
Verified MicroStrategy Cloud Version	Version 2024 and later

The MicroStrategy Cloud connector has been validated with the mentioned "Verified MicroStrategy Cloud Versions" and is expected to be compatible with other supported MicroStrategy Cloud versions. If there are any issues with validation or metadata crawling, please submit a support ticket for investigation and feedback.

Connector Features

Feature	Availability
Crawling	✅
Delta Crawling	✅
Profiling	❌
Query Sheet	❌
Report Preview	✅
Auto Lineage	❌
Manual Lineage	✅
Secure Authentication via Credential Manager	✅
Data Quality	❌
DAM (Data Access Management)	❌
Bridge	❌

Metadata Mapping

The following objects are crawled from MicroStrategy Cloud and mapped to the corresponding UI assets.

MicroStrategy Cloud Object	MicroStrategy Cloud Attribute	OvalEdge Attribute	OvalEdge Category	OvalEdge Type
Project	Name of the Project	Report Group	Report Group	Report Group
Report	Name	Report	Report	Report Name
	Type	Report Type	Report	Report
	Desc	Source Description	Report	Source Description
Dossier	Dossier Name	Report	Report	Report Name
Dossier	Type	Report Type	Report	Page
Chapters	Chapter Name	Report	Report	Report Name
Chapters	Type	Report Type	Report	Page
Pages	Page Name	Report	Report	Report Name
Pages	Type	Report Type	Report	Page
Visualizations	Visualization Name	Report	Report	Report Name
Visualizations	Type	Report Type	Report	Page
Documents	Document Name	Report	Report	Report Name
Documents	Type	Report Type	Report	Document

Set up a Connection

Prerequisites

The following are the prerequisites to establish a connection:

Service Account User Permissions

It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.

👨‍💻 Who can provide these permissions? These permissions are typically granted by the MicroStrategy Cloud administrator, as users may not have the required access to assign them independently.

Objects	Access Permission
Connector Validation	API Read Permission
Crawling	API Read Permission
Delta Crawl	API Read Permission
Reports	API Read Permission
Dossiers	API Read Permission
Documents	API Read Permission

Connection Configuration Steps

Users are required to have the Connector Creator role in order to configure a new connection.

1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for MicroStrategy Cloud, and enter the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name	Description
Connector Type	By default, "MicroStrategy Cloud" is displayed as the selected connector type.
Connector Settings
Credential Manager*	Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selection. Supported Credential Managers: OE Credential Manager AWS Secrets Manager HashiCorp Azure Key Vault
Connector Name*	Enter a unique name for the MicroStrategy Cloud connection (Example: "MicroStrategy Cloud_Prod").
Connector Environment	Select the environment (Example: PROD, STG) configured for the connector.
Host Name*	Enter the IP address of the MicroStrategy cloud server. (Example: xxxx-mstr.xxxx4ijtzasl.xx-south-1.xx.xxxxx.com or 1xx.xxx.1.xx).
Username*	Enter the username to access the MSTR server.
Password*	Enter the password associated with your MSTR username.
Alias Host Name	Enter the URL that provides access to the MSTR report preview.
Connection String	Configure the connection string for the MicroStrategy Cloud database: Automatic Mode: The system generates a connection string based on the provided credentials. Manual Mode: Enter the base URL to access the REST API. Replace placeholders with actual database details. {sid} refers to Database Name.

Default Governance Roles
Default Governance Roles*	Select the appropriate users or teams for each governance role from the drop-down list. All users and teams configured in OvalEdge Security are displayed for selection.
Admin Roles
Admin Roles*	Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in OvalEdge Security are available for selection.
No of Archive Objects
No Of Archive Objects*	This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive. Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.
Bridge
Select Bridge*	If applicable, select the bridge from the drop-down list. The drop-down list displays all active bridges configured in OvalEdge. These bridges enable communication between data sources and OvalEdge without altering firewall rules.

2. After entering all connection details, the following actions can be performed:

Click Validate to verify the connection.
Click Save to store the connection for future use.
Click Save & Configure to apply additional settings before saving.

3. The saved connection will appear on the Connectors home page.

Manage Connector Operations

Crawl

To perform crawl and profile operations, users must be assigned the Integration Admin role.

The Crawl/Profile button allows users to select one or more schemas for crawling.

Navigate to the Connectors page and click Crawl/Profile.
Select the schemas to crawl.
Click Run to collect metadata from the connected source and load it into the Data Catalog.
After a successful crawl, the information appears in the Data Catalog > Report / Report Column tab.

The Schedule checkbox allows automated crawling for a selected timeframe, from a minute to a year.

Click the Schedule checkbox to enable the Select Period drop-down.
Select a time period for the operation from the drop-down menu.
Click Schedule to initiate metadata collection from the connected source.
The system will automatically execute the crawl operation at the scheduled time.

Other Operations

The Connectors page provides a centralized view of all configured connectors, along with their health status.

Managing connectors includes:

Connectors Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.
Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and codes.

Nine Dots Menu Options:

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

Edit Connector: Update and revalidate the data source.
Validate Connector: Check the connection's integrity.
Settings: Modify connector settings.
- Crawler: Configure data extraction.
- Access Instructions: Add notes on how data can be accessed.
- Business Glossary Settings: Manage term associations at the connector level.
- Others: Configure notification recipients for metadata changes.
Delete Connector: Remove a connector with confirmation.