MicroStrategy integration steps

The MicroStrategy integration in Collibra Data Intelligence Cloud enables you to harvest MicroStrategy Intelligence Server metadata and create new MicroStrategy assets in Data Catalog. Collibra analyzes and processes the BI metadata and presents it as assets of specific types, retaining their original names.

Important 
  • If you have a MicroStrategy on-premises environment, you can install the lineage harvester on a server that has access to the MicroStrategy server or on the MicroStrategy server itself.
  • If you use MicroStrategy cloud:
    • To connect to a remote PostgreSQL or Microsoft SQL Server repository, you have to install the lineage harvester where it can access the database.
    • To access the local PostgreSQL or Microsoft SQL Server repository, you have to install the lineage harvester on the MicroStrategy server.

Roles, privileges and permissions in MicroStrategy

To ingest MicroStrategy metadata in Data Catalog, the lineage harvester connects to the MicroStrategy Intelligence Server or a remote PostgreSQL or Microsoft SQL Server repository, depending on where you install the lineage harvester. You must have a role with user access to the relevant server and be able to access the metadata that is stored there.

Steps

The table below shows the steps and prerequisites required to ingest MicroStrategy assets in Data Catalog.

Important In the global assignment of each asset type included in the MicroStrategy operating model, ensure that none of the characteristics that are in the operating model have a maximum cardinality of “0”. If the maximum cardinality is set to “0” for any such characteristics, ingestion will fail.

Step

What?

Description

Prerequisites

1

Create a new domain.

Before you can ingest MicroStrategy metadata, you have to create a new domain or choose an existing domain to store the new MicroStrategy assets.
  • You have a resource role with the following resource permissions:
    • Domain: Add
2 Download and install the lineage harvester.

You use the lineage harvester to collect metadata from MicroStrategy and upload it to the Collibra Data Lineage service where the metadata is scanned, processed and analyzed.

You can download the lineage harvester from the Downloads section of the Collibra Product Resource Center.

Where you choose to install the lineage harvester depends on the repository that the lineage harvester will access to harvest the metadata. You can install it either:
  • You have access to the lineage harvester. We highly recommend that you always install and use the newest lineage harvester.
  • Your environment meets the system requirements to install and use the lineage harvester.
  • You have added firewall rules so that the lineage harvester can connect to the Collibra Data Lineage service instances.
  • If you intend to access a Microsoft SQL Server repository, you need the Admin permission for the repository.

3

 Prepare the lineage harvester configuration file and run the lineage harvester.

You create a configuration file to provide the connection information that you need to connect your MicroStrategy server and remote data source to the Collibra Data Lineage service and to the Collibra Data Intelligence Cloud domain in which you want to ingest the MicroStrategy assets.

You can access an empty configuration file in the lineage harvester installation folder. When you have created and saved the configuration file, you can run the lineage harvester to upload the MicroStrategy metadata to Collibra.

{
 "general": {
   "catalog": {
     "url": "https://<organization>.collibra.com",
     "userName": "<your-collibra-username>"
	},
   "useCollibraSystemName": false
 },
  "sources": {
    "type": "Microstrategy",
    "id": "microstrategy-batch",
    "domainId": "<domain-resource-id>",
    "username": "mstr",
    "hostname": "remote.postgres.com",
    "port": 5432,
    "databaseName": "poc_metadata",
	 "deleteRawMetadataAfterProcessing": true
  }
}
  • Collibra Data Intelligence Cloud.
  • A global role with the following global permissions:
    • Catalog, for example Catalog Author
    • Data Stewardship Manager
    • Manage all resources
    • System administration
    • Technical lineage
  • A resource role with the following resource permission on the community level in which you created the BI Data Catalog domain:
    • Asset: add
    • Attribute: add
    • Domain: add
    • Attachment: add

4

View the MicroStrategy ingestion results.

After the MicroStrategy metadata is ingested in Data Catalog, you can go to the domain where you ingested MicroStrategy and see the list of ingested MicroStrategy assets.

Warning When you run the lineage harvester, Collibra Data Lineage creates all MicroStrategy assets in the same Data Catalog BI domain. We highly recommend that you do not move these assets to another domain. If you move assets to another domain, they will be deleted and recreated in the initial Data Catalog BI domain when you synchronize MicroStrategy. As a consequence, all manually added data of those assets is lost.