Setting up MicroStrategy Intelligence Server

You use the Configuration Wizard to create and configure a server definition for your MicroStrategy Intelligence Server. A server definition is stored in the metadata repository, and it contains information about the configuration of Intelligence Server such as governing settings, which projects should be loaded, which communication protocols should be used, and so on. This definition is a required step of configuring your Intelligence Server.

Multiple server definitions can be available, but you can install only one Intelligence Server on one server machine and Intelligence Server uses only one server definition at a time.

You can choose to configure the server definition, project source names, and the metadata and statistics repositories using a response file with the Configuration Wizard. This lets you provide users with a configuration file to complete the configuration tasks rather than requiring users to step through the Configuration Wizard. Creating and using a response file can be done using the Configuration Wizard interface or a command line tool available for Linux.

You must run the Configuration Wizard locally on the Intelligence Server machine. You cannot create, use, or delete server definitions remotely.

To set up MicroStrategy Intelligence Server

1. Open the MicroStrategy Configuration Wizard.
2. Select Configure Intelligence Server, and click Next.
3. From the DSN drop-down list, select the DSN used to connect to the metadata repository. Enter the User Name and Password for the database. Although it is possible to use the Microsoft Access database for the metadata repository, it is not a suitable metadata repository for a production project. You should not use Microsoft Access for anything other than a proof-of-concept or demonstration type of application.
4. Click Next. If a message is displayed that your metadata is not up to date with the most recent version of MicroStrategy, you must upgrade your metadata to take advantage of the new features available in the most recent version of MicroStrategy. You can upgrade your MicroStrategy metadata as described in the Upgrade Help.
5. On the MicroStrategy Authentication page, specify the MicroStrategy administrator's User Name and Password. By default, the user name is Administrator and it has no password. If you are setting up Intelligence Server for the first time, use the default user name and password.

   For security reasons, you should change the Administrator user name and password as soon as possible after you initially configure the system. For details about passwords and other user management information, see the System Administration Help

6. Click Next.
7. You can create a new server definition, use an existing server definition, or delete a current server definition. You can perform one of the following tasks:
   • To create a server definition, select Create New Server Definition. When you create a new server definition in the metadata repository of your choice, all its parameters use the default settings. You can modify these default settings using the MicroStrategy Intelligence Server Configuration Editor. For information about the Intelligence Server Configuration Editor, see the System Administration Help.
     1. In the Name field, type a name to identify the server definition.
     2. Select the Use as the active server definition check box to define Intelligence Server to use the new server definition when Intelligence Server starts.
     3. Click Next. The Server Configuration: Settings page opens, described in Setting up MicroStrategy Intelligence Server below.
   • To use an existing server definition, select Use the selected Server Definition as active. When you use an existing server definition different from the current server definition, you are changing the machine's configuration information, which can be in an entirely different metadata with different default settings.
     1. From the Existing Server Definitions pane, select a server definition to use.
     2. Click Next. The Server Configuration: Settings page opens, described in Setting up MicroStrategy Intelligence Server below.
   • To delete an existing server definition, select Delete Selected Server Definition. When you delete a server definition, you are deleting the server definition object from the metadata repository, but not from the Intelligence Server software that you installed.
     1. From the Existing Server Definitions pane, select a server definition to delete.
     2. Click Next. The Summary page opens, described in Setting up MicroStrategy Intelligence Server below.

   Select the server definition to use from the Existing Server Definitions pane. Click Next.

Define the Intelligence Server port number and other settings

1. If you select to create a server definition or use an existing server definition, you can define the Intelligence Server port number and other settings, as described below:
   • Port number: You can use the default port number (34952) or specify another port number. The port number is how a server process identifies itself on the machine on which it is running. If the port number is used by another process, such as in a shared environment, specify an available port number. For instructions on how to find an available port number, see Port Number is in Use.

   • REST port number: You can use the default port number (34962) or specify another port number for the REST API Server inside Intelligence Server. This port number should not be same with the Intelligence Server port number.

     You can configure REST API Server logging with the Diagnostics and Performance Logging Tool. Select the Performance Configuration tab, and find the dispatcher REST Trace under component Network Classes. For more information, see the Configuring What is Logged section in the System Administration Help.

   • Register Intelligence Server as a Service: This option is only available if you are configuring Intelligence Server on a Linux machine, and you have root access and permissions to the Linux machine that Intelligence Server is installed on.In Windows, Intelligence Server is automatically registered as a service upon completion of the configuration process.Running the Configuration Wizard again and clearing this check box does not unregister Intelligence Server as a service. To unregister Intelligence Server on Linux, you must stop the service, and then use the mstrctl command line tool. The syntax is mstrctl -s IntelligenceServer us, where IntelligenceServer is the name of a server definition. For information about starting, stopping, and registering Intelligence Server as a service, see the System Administration Help.
   • Projects to load at startup: This pane displays all the projects that are in the metadata repository. You can select projects to use with the server definition that you have chosen. The projects that you select are loaded on the server at startup.
   • Start Intelligence Server when finished: Select this check box to have Intelligence Server start once you complete this configuration.If you use Windows NT authentication with SQL Server, you must type the Windows NT account user name and password in the Service Manager to successfully start Intelligence Server. For information on how to access and use the Service Manager, see the System Administration Help.
   • Identify missing DSNs: Select this check box to verify that all DSNs, which are used for database instances created in MicroStrategy, are locally available. This helps to ensure that your database instances in MicroStrategy can connect successfully to their associated data sources.

     By default, this check box is cleared, which means the availability of all local DSNs used in database instances is not verified. While this may mean that all DSNs used in database instances are not available, it can save system resources required for the Intelligence Server configuration process.

2. Click Next.
3. You can enable or disable secure socket layer (SSL) protocol to encrypt the communication between Intelligence Server and Developer:

   Configure SSL: This option specifies whether to enable Intelligence Server and Developer to communicate using the SSL protocol. Clear this check box to disable the use of the SSL protocol for Intelligence Server and Developer communications. This option also applies SSL protocol to the REST port number specified above.

   When you select to enable the SSL protocol, you must provide the following information:

   • Certificate: The SSL certificate file you created for Intelligence Server. Click the browse button to navigate to and select the certificate file.
   • Key: The private key file you created while requesting the certificate for Intelligence Server. Click the browse button to navigate to and select the private key file.
   • Password: The password that you used while creating the private key for the SSL certificate.

   • SSL Port: The port number to use for SSL access. By default, the port is 39321. For the REST API Server inside the Intelligence Server, it will still use the REST port number specified above (which by default is 34962).

   To enable SSL protocol communication in Developer, you must use the Project Source Editor. For steps to complete the other tasks required to enable SSL protocol communications, refer to the System Administration Help.

   Configuring port requires Client Certificate: If selected, the SSL communications with client certificate verification will be configured in the Intelligence Server, but does not apply to REST port number. Provide the following information:

   • SSL Port: The port number the Intelligence Server will use for SSL communications with client certificate verification.

   • Truststore: The location to the client certificate truststore.

4. Click Next.
5. You can specify the default statistics repository to use for the local Intelligence Server, including the data source name, user name, and password, and an option to create a new data source name. The following options appear:
   • Keep the existing statistics settings: Select this check box to keep the existing statistics settings for all projects. This option is selected by default.

   • Enable Statistics Database Instance for the Intelligence Server metadata: Select this check box to enable basic statistics logging for projects.

     You can alter the settings of this option in the Project Configuration Editor in MicroStrategy Developer. For steps, see the System Administration Help.

     When defining the default statistics repository, you must provide the following configuration details:

     • DSN: Select the data source name for your statistics repository.

     If a DSN for your statistics repository does not exist, you can click New to open the MicroStrategy Connectivity Wizard and create a new DSN. Unsupported DSNs are grayed out.

     • User Name: Enter the database user name for the user that can connect to the statistics data source.
     • Password: Enter the password for the user that can connect to the statistics data source.
   • Disable statistics for the local Intelligence Server metadata: Select this check box to disable statistics settings for all projects in the local Intelligence Server metadata.
6. Click Next.

7. You can either enable or disable Messaging Services for Intelligence Server and configure the Messaging Services host and port settings.

   Messaging Services Host(s)/Port(s): Provide host name or IP address of Messaging Services. Format for this setting should be: server1.acme.com:9092, server2.acme.com:9093, server3.acme.com:9093

8. Click Next.
9. Review the summary information and click Save.

   For information on running the Configuration Wizard with a response file, see Configuring MicroStrategy with a Response File.

10. Click Finish.

    If you created a new server definition, it is displayed in the list of existing server definitions for that metadata.

    If you assigned an existing server definition to Intelligence Server and the existing project source uses this Intelligence Server, a related message is displayed.

Starting, stopping, and restarting the server

With a server definition defined for your Intelligence Server, you can use Service Manager to start or stop your Intelligence Server. For steps to use Service Manager, see the System Administration Help.