How to Create a New Web-to-Intelligence Server Connection

To allow MicroStrategy Web users to access projects, you must create a connection between a MicroStrategy Intelligence Server and MicroStrategy Web.

MicroStrategy Web automatically recognizes new Intelligence Servers added to a cluster of Intelligence Servers in the MicroStrategy system. Once an Intelligence Server is added to the system from MicroStrategy Developer, it is automatically listed in MicroStrategy Web as a part of the Intelligence Server cluster.

You must connect to an Intelligence Server of the same product version as the Web client you have installed. If the Intelligence Server is an older version, you will receive an error message prompting you to upgrade your Intelligence Server to a compatible version.

1. Access the MicroStrategy Web Administrator page. (How?)

2. In the Add a server manually field, specify the DNS name of the Intelligence Server machine.

   Ensure the input is the DNS of an Intelligence Server and not other intermediate components. Load balancers are not supported between the MicroStrategy Web and Intelligence Server Layers, as load balancing is handled within these layers by MicroStrategy Web.

3. Click the Add button. The Server Properties page opens and displays the following information about the Intelligence Server:

   • Name and connection status

   • Port number of the server

4. Select one of the following to determine when and how MicroStrategy Web connects to the Intelligence Server.

   • To ensure that the Web server reconnects to the Intelligence Server when the web server is started or restarted, select Automatically connect to Intelligence Server when Web Server or Intelligence Server is restarted.

   • To ensure that the administrator must actively create a connection to the Intelligence Server by clicking the Connect button, select the User manually connects Web to Intelligence Server.

5. If the Intelligence Servers are in a cluster, you can determine the number of connections within the "pool" of connections. The "pool" is the number of connections between MicroStrategy Web and the Intelligence Servers. This is defined at the Intelligence Server level, not at the cluster level. This allows you to grant more or fewer initial connections depending on the size of the Intelligence Server machines.

   • Define the pool size for each Intelligence Server in the cluster in the Initial pool size field. The default initial pool size is 5.

   • Define the maximum pool size for the Intelligence Servers in the Maximum pool size field. The default maximum pool size is 50.

6. Specify how jobs are balanced between Intelligence Servers in a cluster by entering a value in the Load balance factor field. For more powerful servers in a cluster, this value can be increased to provide an appropriate balance. A larger load balance factor means the server supports a greater load in the server cluster in which it resides. For example, if two servers make up a cluster, one server with a balance factor of 3 and the other with a balance factor of 2, and 20 users log in, 12 are supported by the first server and 8 by the second. The default Load balance factor value is 1. For more information about load balancing, see the Clustering section of the System Administration Help.

7. If there is a firewall between the Web server and the Intelligence Server, you can ensure that the firewall does not remove connections between the Web server and Intelligence Servers. To do this, select the Keep the connection alive between the Web server and Intelligence Server checkbox. When this setting is enabled, the MicroStrategy Web server sends a signal to the Intelligence Server on each open TCP connection periodically, so that the firewall does not see the connection as idle. For detailed information, see Maintaining connections through firewalls.

8. If no authentication providers are configured for single sign-on authentication, a Setup button appears next to Trust relationship between Web Server and MicroStrategy Intelligence Server. For information about configuring a trust relationship and enabling single sign-on, see Enabling single sign-on authentication in Web.

   Click the Setup button to create a trust relationship. The Setup Trust Relationship with MicroStrategy Intelligence Server page opens. Do the following:

   1. Select an authentication mode, and then enter the user name and password for that authentication mode. For additional details about the authentication modes, refer to the Authentication section of the System Administration Help.

   2. The path to the Web server application is entered in the Web Server Application field. Change the path if it is incorrect.

   3. Click Create Trust Relationship.

9. Click Save. The Intelligence Server is added to the Connected Servers list. You can connect to this server by clicking Connect.

Related Topics

How to Connect to an Available Intelligence Server