Configuring MicroStrategy Components

After installing MicroStrategy, a few configurations need to be completed to set up a MicroStrategy environment.

Creating Metadata, History List, and Statistics Repository Tables

You can create metadata, History List, and statistics repositories as part of the process to configure a MicroStrategy environment. Repositories for your metadata, History List, and statistics tables are created in the data source specified by the DSNs that you connect to.

For background information on creating metadata, History List, and statistics repositories, see the Installation and Configuration Help.

To perform these types of configurations, in System Manager, from the Connectors and processes pane, add the Configuration Wizard process to your workflow. The following information is required to create metadata, History List, and statistics repositories:

Metadata, History List, and statistics repositories can be part of the same process or included in their own separate processes in a System Manager workflow. Including them as one process allows you to do all these configurations in a single process. However, including them in separate processes allows you to find and fix errors specific to each separate type of repository configuration and perform each configuration at different stages of the workflow.

• Response File: The MicroStrategy Configuration Wizard response file that defines how to create metadata, History List, and statistics repositories. Click the folder icon to browse to and select a response file. For information on how to create a Configuration Wizard response file, see the Installation and Configuration Help.
• Notes: Information to describe this process as part of the workflow.

Configuring Intelligence Server

You can create, use, or delete server definitions that are used to provide a connection between Intelligence Server and your MicroStrategy metadata.

For background information on configuring Intelligence Server, see the Installation and Configuration Help.

To perform this configuration, in System Manager, from the Connectors and processes pane, add the Configuration Wizard process to your workflow. The following information is required to create, use, or delete server definitions to configure Intelligence Server:

• Response File: The MicroStrategy Configuration Wizard response file that defines how to configure Intelligence Server. Click the folder icon to browse to and select a response file. For information on how to create a Configuration Wizard response file, see the Installation and Configuration Help.
• Notes: Information to describe this process as part of the workflow.

Creating Project Sources

You can create project sources as part of your System Manager workflow. 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 Developer, MicroStrategy Web, and other client applications access the metadata.

For background information on creating project sources, see the Installation and Configuration Help.

To perform this configuration, in System Manager, from the Connectors and processes pane, add the Configuration Wizard process to your workflow. The following information is required to create project sources:

• Response File: The MicroStrategy Configuration Wizard response file that defines how to create project sources. Click the folder icon to browse to and select a response file. For information on how to create a Configuration Wizard response file, see the Installation and Configuration Help.
• Notes: Information to describe this process as part of the workflow.

Upgrading Intelligence Server Components and Migrating History List Repositories

You can upgrade Intelligence Server components and migrate your History List from a file-based system to a database-based system. The Intelligence Server upgrade must be performed before any other upgrade or migration actions. For background information on upgrading MicroStrategy, see the Upgrade Help.

To perform these types of configurations, in System Manager, from the Connectors and processes pane, add the Configuration Wizard process to your workflow. The following information is required to upgrade Intelligence Server components and migrate History List repositories:

• Response File: The MicroStrategy Configuration Wizard response file that defines how to upgrade Intelligence Server components or migrate your History List from a file-based system to a database-based system. Click the folder icon to browse to and select a response file. For information on how to create a Configuration Wizard response file, see the Installation and Configuration Help.
• Notes: Information to describe this process as part of the workflow.

Upgrading Statistics Repositories

You can upgrade the statistics tables in your statistics repository to the new version of MicroStrategy. This statistics table upgrade ensures that your MicroStrategy Enterprise Manager environment can benefit from new features and enhancements in the most recent release of MicroStrategy.

You must perform an upgrade of your Intelligence Server components before any other upgrade or migration actions.

For background information on upgrading statistics repositories, see the Upgrade Help. For information on Enterprise Manager, see the Enterprise Manager Help.

To perform this configuration, in System Manager, from the Connectors and processes pane, add the Configuration Wizard process to your workflow. The following information is required to upgrade statistics repositories:

• Response File: The MicroStrategy Configuration Wizard response file that defines how to upgrade the statistics tables in your statistics repository to the new version of MicroStrategy. Click the folder icon to browse to and select a response file. For information on how to create a Configuration Wizard response file, see Installation and Configuration Help.
• Notes: Information to describe this process as part of the workflow.

Migrating Narrowcast Server Web Delivery Subscriptions to MicroStrategy Distribution Services

You can migrate MicroStrategy web delivery subscriptions from a Narrowcast Server environment to Distribution Services. MicroStrategy web delivery subscriptions include email, file, FTP, mobile, and print subscriptions created from MicroStrategy Web. These subscriptions are created when a user in MicroStrategy Web subscribes to a report or document.

Migrating these subscriptions from Narrowcast Server to Distribution Services allows the subscriptions to be centralized within Intelligence Server rather than a separate Narrowcast Server.

You must perform an upgrade of your Intelligence Server components before any other upgrade or migration actions.

For background information on migrating Narrowcast web delivery subscriptions to MicroStrategy Distribution Services, see the Upgrade Help. For information on configuring and using Distribution Services, see Configuring and Administering Distribution Services.

To perform this configuration, in System Manager, from the Connectors and processes pane, add the Configuration Wizard process to your workflow. The following information is required to migrate MicroStrategy web delivery subscriptions from a Narrowcast Server environment to Distribution Services:

• Response File: The MicroStrategy Configuration Wizard response file that defines how to migrate MicroStrategy web delivery subscriptions from a Narrowcast Server environment to Distribution Services. Click the folder icon to browse to and select a response file. For information on how to create a Configuration Wizard response file, see Installation and Configuration Help.
• Notes: Information to describe this process as part of the workflow.