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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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Start-up Connectivity Logical LayoutStart-up Connectivity Logical Layout
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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Start-up Connectivity Logical LayoutStart-up Connectivity Logical Layout
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.
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