Strategy operating model

October 8, 2026

Overview and diagram view

When you integrate Strategy, Collibra Data Lineage creates new Strategy assets and relations in Data Catalog. You can see them on the asset page overview or visualize them in a diagram.

Note

The assets have the same names as their corresponding data objects in Strategy.
Asset types are only created if you have all specific Strategy and Data Catalog permissions.
All Strategy assets are created in the same domain.
Relations that were manually created between Strategy assets and other assets via a relation type in the Strategy operating model, are deleted after synchronizing the Strategy metadata.

The following image shows the relations between Strategy asset types.

Note Currently, relations cannot be created:

Between Strategy Documents and Strategy Dossiers.
Between Strategy Documents and Strategy Reports.

Harvested metadata per asset type

This table shows the harvested Strategy metadata for assets of each Strategy asset type, assuming you have the necessary subscriptions and configurations for a full ingestion.

Important To access Strategy data, you have to use the In-memory Dataset connection method in Strategy, not the Live Connect connection method. If the data is not stored in memory, the Strategy APIs can't access it.

Note The following folders in Strategy are not included in the ingestion:

Object Templates
System Objects
Version Update History

Asset type	Harvested Strategy metadata in Data Catalog	Public ID
Strategy Data Attribute Public ID: MicroStrategyDataAttribute	Description	Description
	Technical Data Type	TechnicalDataType
	Calculation Rule Note This attribute is not assigned to the asset type by default and must be added manually. Automated assignment will be available in a future release.	CalculationRule
	Description from source system	DescriptionFromSourceSystem
	Source Type	SourceType
	Semantic Type in Source	SemanticTypeInSource
	Aggregate from Base	AggregateFromBase
	BI Data Model contains / is part of BI Data Attribute	BIDataModelContainsBIDataAttribute
	Report uses / used in Data Attribute	ReportUsesDataAttribute
	Data Entity contains / is part of Data Attribute	DataEntityContainsDataAttribute
	Column is source for / is target of Data Attribute	ColumnIsSourceForDataAttribute
Strategy Data Entity Public ID: MicroStrategyDataEntity	Description	Description
	Descriptive Example	DescriptiveExample
	Location	Location
	Description from source system	DescriptionFromSourceSystem
	Source Type	SourceType
	Data Entity contains / is part of Data Attribute	DataEntityContainsDataAttribute
	Data Entity is part of / contains Data Model	DataEntityIsPartOfDataModel
Strategy Data Model Public ID: MicroStrategyDataModel Note If the data model is embedded in the project, the data model inherits the name of the project.	Description	Description
	Certified	Certified
	Owner in source The only harvested metadata are email addresses.	OwnerInSource
	BI Report contains / is contained in BI Data Model	BIReportContainsBIDataModel
	BI Data Model contains / is part of BI Data Attribute	BIDataModelContainsBIDataAttribute
	Data Model contains / is part of Data Entity	DataEntityIsPartOfDataModel
	Data Model contains / is used in Column	DataModelContainsColumn
Strategy Mosaic Data Model Public ID: StrategyMosaicDataModel	Description from source system	DescriptionFromSourceSystem
	Source Type	SourceType
	Document creation date	DocumentCreationDate
	Document modification date	DocumentModificationDate
	Version	Version
	Certified	Certified
	Owner in source The only harvested metadata are email addresses.	OwnerInSource
	URL	Url
	Data Serve Mode	DataServeMode
	BI Report contains / is contained in BI Data Model	BIReportContainsBIDataModel
	BI Data Model contains / is part of BI Data Attribute	BIDataModelContainsBIDataAttribute
	Data Model contains / is part of Data Entity	DataEntityIsPartOfDataModel
	Model is source for / sources Model	BIDataModelIsSourceForBIDataModel
Strategy Document Public ID: MicroStrategyDocument	Description	Description
	Certified	Certified
	Owner in source The only harvested metadata are email addresses.	OwnerInSource
	URL Note You can specify the platform on which you run Strategy, in your lineage harvester configuration file, to ensure the correct URL.	Url
	Description from source system	DescriptionFromSourceSystem
	Business Dimension groups / is grouped into Report	BusinessDimensionGroupsReport
	BI Report contains / contained in BI Data Model	BIReportContainsBIDataModel
	Report uses / used in Data Attribute	ReportUsesDataAttribute
Strategy Dossier Public ID: MicroStrategyDossier	Description	Description
	Certified	Certified
	Owner in source The only harvested metadata are email addresses.	OwnerInSource
	Description from source system	DescriptionFromSourceSystem
	Business Dimension groups / is grouped into Report	BusinessDimensionGroupsReport
	BI Report contains / is contained in BI Data Model	BIReportContainsBIDataModel
	Report uses / used in Data Attribute	ReportUsesDataAttribute
	BI Report source / is source for Data Asset	DataAssetIsSourceForBIReport
Strategy Folder Public ID: MicroStrategyFolder	Description	Description
	Description from source system	DescriptionFromSourceSystem
	BI Folder assembles / is assembled in BI Folder	BIFolderAssemblesBIFolder
	Business Dimension groups / is grouped into Report	BusinessDimensionGroupsReport
Strategy Project Public ID: MicroStrategyProject	Description	Description
	Document creation date	DocumentCreationDate
	Document modification date	DocumentModificationDate
	Description from source system	DescriptionFromSourceSystem
	Server hosts / is hosted in Business Dimension	ServerHostsBusinessDimension
	BI Folder assembles / is assembled in BI Folder	BIFolderAssemblesBIFolder
	Business Dimension groups / is grouped into Report	BusinessDimensionGroupsReport
Strategy Report Public ID: MicroStrategyReport	Description	Description
	Certified	Certified
	Document creation date	DocumentCreationDate
	Document modification date	DocumentModificationDate
	URL	Url
	Owner in source The only harvested metadata are email addresses.	OwnerInSource
	Description from source system	DescriptionFromSourceSystem
	Report groups / is grouped into Report	ReportGroupsReport
Strategy Server Public ID: MicroStrategyServer	Description	Description
Strategy Server Public ID: MicroStrategyServer	Server hosts / is hosted in Business Dimension	ServerHostsBusinessDimension

Recommended hierarchy within a domain

You can enable hierarchies for the domain in which your Strategy assets are ingested. Doing so makes it easier to understand the relation between your Strategy assets, when viewing the assets on the domain page.

Follow these steps to enable and configure the recommended hierarchy.

Steps

Open the domain page of the relevant BI Catalog domain.
On the content toolbar, click .
The Configure Hierarchy dialog box appears.
Select Enable Hierarchy.
Select Single path.
Start typing and select each of the following relation types:
- Server hosts Business Dimension
- BI Data Model contains BI Data Attribute
- BI Report contains BI Data Model
- BI Report source Data Asset
- BI Folder assembles BI Folder
- Report groups Report
- Business Dimension groups Report
- Report uses Data Attribute
- Report Attribute contained in Report
- Report Attribute sourced from Data Attribute
- Data Entity contains Data Attribute
- Data Entity is part of Data Model
- Data Model contains Column
- Column is source for Data Attribute
Click Apply.

Note

In an asset view, if any asset is deleted, for example via synchronization or manual deletion, the view is recreated and the hierarchy is lost. In this case, you can again enable and configure the recommended hierarchy.
When viewing the hierarchy for a community or domain, if the parent of a node that is in the community or domain belongs to a different community or domain, that node is not shown in the hierarchy.

Create a Strategy operating model diagram view

You can create a Strategy-specific diagram view, to visualize the operating model. The following procedure provides instruction on how to quickly create a new diagram view by copying and pasting the JSON code in the diagram view text editor.

Steps

Open the asset page.
Click the Diagram tab.
The diagram is shown in the default diagram view.
Click to add a new view.
Select the Text option below the diagram view name.
The diagram view text editor is shown.
Copy the code from the Show JSON code section below and paste it in the diagram view text editor.
Click Save.
Edit the name and description of the diagram view as needed.

Show JSON code

Copy

{
  "nodes": [
    {
      "id": "Strategy Server",
      "type": {
        "id": "00000000-0000-0000-0000-100000000040"
      }
    },
    {
      "id": "Strategy Project",
      "type": {
        "id": "00000000-0000-0000-0000-100000000041"
      }
    },
    {
      "id": "Strategy Folder",
      "type": {
        "id": "00000000-0000-0000-0000-100000000042"
      }
    },
    {
      "id": "Strategy Dossier",
      "type": {
        "id": "00000000-0000-0000-0000-100000000043"
      }
    },
    {
      "id": "Strategy Report",
      "type": {
        "id": "00000000-0000-0000-0000-100000000044"
      },
      "layoutRegion": "flow"
    },
    {
      "id": "Strategy Document",
      "type": {
        "id": "00000000-0000-0000-0000-100000000049"
      }
    },
    {
      "id": "Strategy Data Model",
      "type": {
        "id": "00000000-0000-0000-0000-100000000046"
      }
    },
    {
      "id": "Strategy Data Entity",
      "type": {
        "id": "00000000-0000-0000-0000-100000000048"
      }
    },
    {
      "id": "Strategy Data Attribute",
      "type": {
        "id": "00000000-0000-0000-0000-100000000047"
      },
      "layoutRegion": "flow"
    },
    {
      "id": "Column",
      "type": {
        "id": "00000000-0000-0000-0000-000000031008"
      }
    },
    {
      "id": "Table",
      "type": {
        "id": "00000000-0000-0000-0000-000000031007"
      }
    },
    {
      "id": "Schema",
      "type": {
        "id": "00000000-0000-0000-0001-000400000002"
      }
    },
    {
      "id": "Database",
      "type": {
        "id": "00000000-0000-0000-0000-000000031006"
      }
    },
    {
      "id": "Strategy Mosaic Data Model",
      "type": {
        "id": "00000000-0000-0000-0000-100000000120"
      },
      "layoutRegion": "flow"
    }
  ],
  "edges": [
    {
      "from": "Strategy Server",
      "to": "Strategy Project",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000000"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Project",
      "to": "Strategy Folder",
      "style": "boxing",
      "type": {
        "id": "00000000-0000-0000-0000-120000000001"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Folder",
      "to": "Strategy Document",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000002"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Data Entity",
      "to": "Strategy Data Model",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-000000007046"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Data Entity",
      "to": "Strategy Data Attribute",
      "style": "boxing",
      "type": {
        "id": "00000000-0000-0000-0000-000000007047"
      },
      "roleDirection": true
    },
    {
      "from": "Column",
      "to": "Table",
      "label": "",
      "style": "boxed",
      "type": {
        "id": "00000000-0000-0000-0000-000000007042"
      },
      "roleDirection": true
    },
    {
      "from": "Schema",
      "to": "Table",
      "label": "",
      "style": "boxing",
      "type": {
        "id": "00000000-0000-0000-0000-000000007043"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Project",
      "to": "Strategy Report",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000002"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Project",
      "to": "Strategy Dossier",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000002"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Project",
      "to": "Strategy Document",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000002"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Folder",
      "to": "Strategy Dossier",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000002"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Folder",
      "to": "Strategy Report",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000002"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Document",
      "to": "Strategy Data Model",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000015"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Dossier",
      "to": "Strategy Data Model",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000015"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Dossier",
      "to": "Strategy Data Attribute",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000021"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Document",
      "to": "Strategy Data Attribute",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000021"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Data Model",
      "to": "Strategy Data Attribute",
      "label": "",
      "style": "boxing",
      "type": {
        "id": "00000000-0000-0000-0000-000000007196"
      },
      "roleDirection": true
    },
    {
      "from": "Column",
      "to": "Strategy Data Attribute",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000011"
      },
      "roleDirection": true
    },
    {
      "from": "Database",
      "to": "Schema",
      "label": "",
      "style": "boxing",
      "type": {
        "id": "00000000-0000-0000-0000-000000007024"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Dossier",
      "to": "Strategy Mosaic Data Model",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000015"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Mosaic Data Model",
      "to": "Strategy Data Entity",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-000000007046"
      },
      "roleDirection": false
    },
    {
      "from": "Strategy Mosaic Data Model",
      "to": "Strategy Data Attribute",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-000000007196"
      },
      "roleDirection": true
    },
    {
      "from": "Strategy Mosaic Data Model",
      "to": "Strategy Mosaic Data Model",
      "label": "",
      "style": "arrow",
      "type": {
        "id": "00000000-0000-0000-0000-120000000022"
      },
      "roleDirection": true
    }
  ],
  "showOverview": false,
  "enableFilters": true,
  "showLabels": true,
  "showFields": true,
  "showLegend": true,
  "showPreview": true,
  "visitStrategy": "directed",
  "layout": "HierarchyLeftRight",
  "maxNodeLabelLength": 50,
  "maxEdgeLabelLength": 30,
  "layoutOptions": {
    "compactGroups": false,
    "componentArrangementPolicy": "topmost",
    "edgeBends": true,
    "edgeBundling": true,
    "edgeToEdgeDistance": 5,
    "minimumLayerDistance": "auto",
    "nodeToEdgeDistance": 5,
    "orthogonalRouting": true,
    "preciseNodeHeightCalculation": true,
    "recursiveGroupLayering": true,
    "separateLayers": true,
    "webWorkers": true,
    "nodePlacer": {
      "barycenterMode": true,
      "breakLongSegments": true,
      "groupCompactionStrategy": "none",
      "nodeCompaction": false,
      "straightenEdges": true
    }
  }
}