Configuring MicroStrategy Software

The MicroStrategy Configuration Wizard opens automatically after you install MicroStrategy products and restart your machine.

You can configure a MicroStrategy Web and Intelligence Server (four-tier), Intelligence Server (three-tier), or direct (two-tier) setup for MicroStrategy.

The following figure describes how to configure MicroStrategy to suit an Intelligence Server (three-tier) environment. It also shows how the various components of the MicroStrategy Configuration Wizard, the metadata repository, Intelligence Server, and the project source interact with each other.

A MicroStrategy Web (four-tier) setup involves configuring a web server to communicate between Intelligence Server and MicroStrategy Web. For more information on deploying MicroStrategy Web, see Deploying MicroStrategy Web and Mobile Server.

The figure below describes how to configure MicroStrategy to suit a direct (two-tier) environment. It also shows how the various components of the MicroStrategy Configuration Wizard, the metadata repository and the project source interact with each other:

It is not recommended to use a direct setup for the production environment.

The procedure below provides the high-level steps to configure MicroStrategy software through the Configuration Wizard.

To configure MicroStrategy through the Configuration Wizard

If you are configuring MicroStrategy on:

• Windows, go to Start > Programs > MicroStrategy Tools > Configuration Wizard. Continue to the steps provided in To select a configuration task.
• Windows from the command line, then perform the following steps:
  • From the Windows Start menu, select Run.
  • In the Open drop-down list, type cmd and click OK. A command prompt opens.
  • Type macfgwiz and click Enter.

    This command displays the command line version of the Configuration Wizard. You can configure the connection of a data source to Intelligence Server by creating a response file or using an existing response file. The command line prompts guide you through configuring the connection of a data source to Intelligence Server by creating a response file or using an existing response file and should be used in place of the steps below. For information on using a response file to configure MicroStrategy, see Configuring MicroStrategy with a Response File.

• Linux using the Configuration Wizard interface, then perform the following steps:
  • From a Linux console window, browse to HOME_PATH, where HOME_PATH is the directory that you specified as the home directory during installation.
  • Browse to the folder bin and type ./mstrcfgwiz, then click Enter. The Configuration Wizard opens.
• Linux from the command line, then perform the following steps:
  • From a Linux console window, browse to HOME_PATH, where HOME_PATH is the directory that you specified as the home directory during installation.
  • Browse to the folder bin and type ./mstrcfgwiz-editor, then click Enter.

    This command displays the command line version of the Configuration Wizard. You can configure the connection of a data source to Intelligence Server by creating a response file or using an existing response file. The command line prompts guide you through configuring the connection of a data source to Intelligence Server by creating a response file or using an existing response file and should be used in place of the steps below. For information on using a response file to configure MicroStrategy, see Configuring MicroStrategy in Command Line Mode.

To select a configuration task

Choose from the following configuration tasks and then click Next to begin the selected task:

• Create Metadata, History List and Enterprise Manager Repositories: Runs the SQL scripts necessary to create and initialize the metadata repository, History List tables, and Enterprise Manager statistics tables and repositories in the database location that you select. For steps to complete these configuration tasks, see Creating Metadata, History List, and Statistics Repositories.
• Configure Intelligence Server: Creates a new server definition object in the metadata repository that you select. This setup provides Intelligence Server (three-tier) access to all projects that are stored in the repository. This option also allows you to use or delete an existing server definition. For steps to complete these configuration tasks, see Setting up MicroStrategy Intelligence Server.
• Create Enterprise Manager project: The Enterprise Manager project provides insights about governing and tuning all areas of your MicroStrategy environment. For steps on how to create an Enterprise Manager project, see the Enterprise Manager Help.
• Create Platform Analytics project: The Platform Analytics project provides insights about governing and tuning all areas of your MicroStrategy environment.
• Create a Project Source: A project source contains the configuration information that each client system requires to access an existing project. It stores the location of the metadata repository and Intelligence Server that is used to run the project. A project source determines how MicroStrategy Developer, Web, and other client applications access the metadata. For steps to complete these configuration tasks, see Creating Project Sources.
• Upgrade existing environment to MicroStrategy Intelligent Enterprise: You can use the Configuration Wizard to upgrade your MicroStrategy environment and migrate various features to the new version. For all available upgrade and migration options, see the Upgrade Help.

The remainder of this section describes each configuration option in detail.

After completing these steps, an empty metadata repository is created. To learn how to add projects to your metadata repository, see the Project Design Help.