Create and Edit Data Sources

Starting in MicroStrategy 2021 Update 4, new data sources, formerly referred to as database instances, no longer require the defining of DSN entries in odbc.ini for Linux or ODBC Administration tool for Windows. Connections in the data sources automatically contain the full connectivity information.

Moreover, when creating a new data source for a particular gateway, all relevant parameters specific to that gateway appear in the Database Connection dialog, providing in-product guidance without the need to read driver documentation.

Pre-existent data sources based on DSN are editable in Workstation, but new ones are DSN-less.

You must be connected to an environment.

Create a Data Source

1. Open the Workstation window.

2. In the Navigation pane, click , next to Data Sources.

3. Choose your environment and the gateway (database type) to use for the connection.

   

4. Name the data source, choose the Database Version, and select a Default Database Connection or create a new one.

   

5. If you are creating a new database connection, enter the necessary information.

   Basic

   

   If you choose a Standard Authentication Mode, you must choose a login or create a new one.

   

   If you choose to create a new login, enter your database login information.

   

   Advanced

   Include any additional parameters to add to the connection string. For example, you can use UseNativeQuery=1; for Cloudera gateways.

   Remember to use the key=value format. If more than one parameter is specified, use a separator specific to that gateway. The separator is usually a semicolon (:) or ampersand (&).

   If you are unsure which separator to use, try hitting Enter to create a new line. This should format the first line and add the appropriate separator at the end.

   

   Security

   Specify any additional security settings. You can upload TLS/SSL certificates here, which may be required for some gateways.

   

   Properties

   After completing all fields, click Test and Save your connection.

   

6. Select the Projects to which the data source is assigned and can be accessed.

   

7. Test the connection and click Save.

Edit a Data Source

1. Open the Workstation window.

2. In the Navigation pane, click Data Sources.

   

3. Right-click a data source and choose Edit.

   Currently, only Standard data sources can be edited. These are the sources created in the Workstation Data Source dialog or in Developer. Data Import sources are user-defined data sources with managed objects that offer limited functionality. Script is a class of data sources linked to scripts.

   If you change the Database Version or Default Database Connection, a schema reload is performed automatically when you click Save.

Edit a Database Connection

1. Open the Workstation window.

2. In the Navigation pane, click Data Sources.

3. Right-click a data source and choose Edit.

4. Under Preview, click Edit .