Steps overview: Integrate Strategy via Edge

Note MicroStrategy has been renamed to Strategy. The MicroStrategy connection and Technical Lineage for MicroStrategy capability names in the UI will be updated to reflect the new name in a future release.

The following table shows the required steps for integration.

# Step Description
1 Review the preflight checks. Key considerations to help ensure successful integration, including required Edge, technical lineage, and data source-specific permissions, network requirements and more.
2 Optionally, create a new target domain for asset ingestion. You can choose an existing domain or create a new one.
3

Create a Strategy connection.

Create a connection to allow Collibra Data Lineage to connect to and retrieve metadata from Strategy.

4

Add the Technical Lineage for MicroStrategy capability.

Add the technical lineage capability to your Edge or Collibra Cloud site. The capability allows Collibra Data Lineage to retrieve lineage information from your data source.
5 Synchronize the technical lineage.

You can synchronize your technical lineage manually or automatically by adding a synchronization schedule.

Helpful resources