Strategy integration preflight checks

The Strategy (formerly MicroStrategy) technical lineage integration supports both on-premises deployments and Strategy Cloud. To ensure successful metadata ingestion and lineage generation, complete the following preflight checks.

In your Strategy environment

Strategy Cloud deployment

REST API authentication must be enabled in your Strategy environment. If it isn't enabled, contact Strategy Support.

On-premises deployment

The integration uses a set of specific API calls to communicate with the Strategy Library. During the process, the integration loads all required cookies and maintains the session to ensure a complete metadata harvest from both in-memory and live-connect datasets.

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 Freeform SQL is supported for reports (not cubes or dossiers) if you have MicroStrategy update10 or newer, or MicroStrategy ONE.

Using a proxy server

If you are using a proxy server, confirm with your Collibra Admin that your proxy server is configured to access the library server.

Using a custom URL to connect to the Strategy Library Server

Important This requirement applies only if you are connecting to a proxy server.

If you're using a custom URL to connect to the Strategy Library Server, you have to specify the URL. Specify the URL in the MicroStrategy Library URL field, in your Edge capability.

In your Collibra environment

Lineage enablement

• Technical lineage via Edge is enabled in your Collibra environment.

Edge

• You either created and installed an Edge site or were granted a Collibra Cloud site.
  
  Important If you're using a Collibra Cloud site, go the Collibra Cloud site documentation to check if your data source is supported.
• The Edge site status must be Healthy.

Network and proxy configuration

• Edge can connect to all Collibra Data Lineage service instances in your geographic location.
• Optionally, you've connected to a proxy server.
• Optionally, use a custom certificate to allow the Edge capability to connect to your data source. In this case, you've saved the certificate as "ca.pem" in the same directory as the Edge site installer. If you've saved the certificate in another directory, use the --ca argument in the Edge site installation command.

Collibra permissions

You can connect to Collibra Data Lineage by using the basic or OAuth authentication method. The following permissions are required only if you use the basic authentication method. 

• A global role with the following global permissions:
  • Data Stewardship Manager
  • Manage all resources
  • System administration
  • Technical lineage
• A resource role with the following resource permissions on the community level in which you created the domain:
  • Asset > Add
  • Attribute > Add
  • Domain > Add
  • Attachment > Add

To create a new target domain for asset ingestion:

• You have a resource role with the Domain > Add resource permission.

To create a Strategy connection (the MicroStrategy connection in the UI):

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage Edge sites global permission.
• You have a global role that has the Manage connections and capabilities global permission.
• A resource role with Configure external systemresource permission, for example Owner.
If you want to add connection values from a vault, you have added the vault to your Edge site. If your data source connection requires a file from your vault, the file must be encoded into Base64 and stored as a regular secret in your vault. For more information, go to the Vault documentation.
Note  Vaults are not supported on Collibra Cloud sites.

To connect to Collibra Data Lineage service instances via OAuth authentication:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage Edge sites global permission.
• You have a global role that has the Manage connections and capabilities global permission.

To add an Edge capability:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage connections and capabilities global permission, for example, Edge integration engineer.

To synchronize technical lineage:

• A global role that has the following global permission:
  • Catalog, for example Catalog Author
  • View Edge connections and capabilities
• A resource role with Configure external system resource permission, for example Owner.