mstrio > project_objects > bots

class mstrio.project_objects.bots.Bot(connection, name=None, id=None)

Bases: Entity, CertifyMixin, CopyMixin, DeleteMixin, MoveMixin, LibraryMixin

Python representation of a Strategy One Bot object

Parameters:
  • connection (Connection) –

  • name (str | None) –

  • id (str | None) –

acl_add(rights, trustees, denied=False, inheritable=None, propagate_to_children=None, propagation_behavior=None)

Add Access Control Element (ACE) to the object ACL.

Note

To add rights for the Root Folder and the Freeform Objects, apply the required rights for these folders:

  • Root Folder: D43364C684E34A5F9B2F9AD7108F7828

  • Freeform Objects: 93D8CF3849C1F85DC1A48E8B9E4271F1

Argument propagate_to_children is used only for objects with type ObjectTypes.FOLDER.

Parameters:
  • rights (int | Rights | AggregatedRights) – The degree to which the user or group is granted or denied access to the object. The available permissions are defined in Rights and AggregatedRights Enums

  • trustees (list[UserOrGroup] | UserOrGroup) – list of trustees (User or UserGroup objects or ids) to update the ACE for

  • denied (bool) – flag to indicate granted or denied access to the object

  • inheritable (bool | None) – Applies only to folders. If set, any objects placed in the folder inherit the folder’s entry in the ACL.

  • propagate_to_children (bool | None) – used for folder objects only, default value is None, if set to True/False adds propagateACLToChildren keyword to the request body and sets its value accordingly

  • propagation_behavior (PropagationBehavior | str | None) – Behavior of ACL propagation to children.

  • self (Entity) –

Return type:

None

Examples

>>> obj.acl_add(rights=Rights.BROWSE | Rights.EXECUTE,
>>>             trustees=user_obj, denied=True)
acl_alter(rights, trustees, denied=False, inheritable=None, propagate_to_children=None, propagation_behavior=None)

Alter an existing Access Control Element (ACE) of the object ACL.

Note

To alter rights for the Root Folder and the Freeform Objects, change the required rights for these folders:

  • Root Folder: D43364C684E34A5F9B2F9AD7108F7828

  • Freeform Objects: 93D8CF3849C1F85DC1A48E8B9E4271F1

Argument propagate_to_children is used only for objects with type ObjectTypes.FOLDER.

Parameters:
  • rights (int | Rights | AggregatedRights) – The degree to which the user or group is granted or denied access to the object. The available permissions are defined in Rights and AggregatedRights Enums

  • trustees (list[UserOrGroup] | UserOrGroup) – list of trustees (User or UserGroup objects or ids) to update the ACE for

  • denied (bool) – flag to indicate granted or denied access to the object

  • inheritable (bool | None) – Applies only to folders. If set, any objects placed in the folder inherit the folder’s entry in the ACL.

  • propagate_to_children (bool | None) – used for folder objects only, default value is None, if set to True/False adds propagateACLToChildren keyword to the request body and sets its value accordingly

  • propagation_behavior (PropagationBehavior | str | None) – Behavior of ACL propagation to children.

  • self (Entity) –

Return type:

None

Examples

>>> obj.acl_alter(rights=Rights.BROWSE | Rights.EXECUTE,
>>>               trustees=user_obj, denied=True)
acl_remove(rights, trustees, denied=False, inheritable=None, propagate_to_children=None, propagation_behavior=None)

Remove Access Control Element (ACE) from the object ACL.

Note

To remove rights from the Root Folder and the Freeform Objects, remove them from these folders:

  • Root Folder: D43364C684E34A5F9B2F9AD7108F7828

  • Freeform Objects: 93D8CF3849C1F85DC1A48E8B9E4271F1

Argument propagate_to_children is used only for objects with type ObjectTypes.FOLDER.

Parameters:
  • rights (int | Rights | AggregatedRights) – The degree to which the user or group is granted or denied access to the object. The available permissions are defined in Rights and AggregatedRights Enums

  • trustees (list[UserOrGroup] | UserOrGroup) – list of trustees (User or UserGroup objects or ids) to update the ACE for

  • denied (bool) – flag to indicate granted or denied access to the object

  • inheritable (bool | None) – Applies only to folders. If set, any objects placed in the folder inherit the folder’s entry in the ACL.

  • propagate_to_children (bool | None) – used for folder objects only, default value is None, if set to True/False adds propagateACLToChildren keyword to the request body and sets its value accordingly

  • propagation_behavior (PropagationBehavior | str | None) – Behavior of ACL propagation to children.

  • self (Entity) –

Return type:

None

Examples

>>> obj.acl_remove(rights=Rights.BROWSE | Rights.EXECUTE,
>>>                trustees=user_obj, denied=True)
add_translation(translations)

Adds translations to the Object.

Parameters:
  • translations (list[OperationData]) – list of translations to be added to the Object

  • self (Entity) –

Returns:

A list of translations for the Object.

Return type:

list[’Translation’]

alter(name=None, description=None, abbreviation=None, folder_id=None, folder_path=None, hidden=None, status=None, comments=None, owner=None)

Alter the Bot.

Parameters:
  • name (str, optional) – New name for the bot

  • description (str, optional) – New description for the bot

  • abbreviation (str, optional) – New abbreviation for the bot

  • folder_id (str, optional) – ID of the folder where the bot should be moved to

  • folder_path (str, optional) – Path to the folder where the bot should be moved to, optional instead of folder ID

  • hidden (bool, optional) – Hidden status of the bot

  • status (str, optional) – Status of the bot Can be either enabled or disabled

  • comments (str, optional) – New long description for the bot

  • owner (str | User | None) – (str, User, optional): owner of the Driver

Return type:

None

alter_translation(translations)

Alters translations of the Object.

Parameters:
  • translations (list[OperationData]) – list of translations to be added to the Object

  • self (Entity) –

Return type:

None

classmethod bulk_from_dict(source_list, connection=None, to_snake_case=True, with_missing_value=False)

Creates multiple objects from a list of dictionaries. For each dictionary provided the keys in camel case are changed to object’s attribute names (by default in snake case) and dict values are composed to their proper data types such as Enums, list of Enums etc. as specified in the object’s _FROM_DICT_MAP.

Parameters:
  • cls (T) – Class (type) of the objects that should be created.

  • source_list (List[Dict[str, Any]]) – A list of dictionaries from which the objects will be constructed.

  • connection (Connection, optional) – A MSTR Connection object. Defaults to None.

  • to_snake_case (bool, optional) – Set to True if attribute names should be converted from camel case to snake case. Defaults to True.

  • with_missing_value (bool) – (bool, optional): If True, class attributes possible to fetch and missing in source will be set as MissingValue objects.

Returns:

A list of objects of type T.

Return type:

T

certify()

Certify object. :param success_msg: Custom message displayed on success.

Returns:

True on success, False otherwise.

Parameters:

self (Entity) –

Return type:

bool

create_copy(name=None, folder_id=None, project=None)

Create a copy of the object on the I-Server.

Parameters:
  • name (str | None) – New name of the object. If None, a default name is generated, such as ‘Old Name (1)’

  • folder_id (str | None) – ID of the destination folder. If None, the object is saved in the same folder as the source object.

  • project (Project | str | None) – By default, the project selected when creating Connection object. Override project to specify project where the current object exists.

  • self (Entity) –

Returns:

New python object holding the copied object.

Return type:

Any

create_shortcut(target_folder_id=None, target_folder_path=None, target_folder=None, project_id=None, project_name=None, project=None, to_dictionary=False)

Create a shortcut to the object.

Parameters:
  • target_folder_id (str, optional) – ID of the target folder. Target folder must be specified, but target_folder_id may be substituted with target_folder_path or target_folder.

  • target_folder_path (str, optional) – Path to the target folder, e.g. ‘/MicroStrategy Tutorial/Public Objects’. May be used instead of target_folder_id.

  • target_folder (Folder, optional) – Target folder object. May be used instead of target_folder_id.

  • project_id (str, optional) – ID of the target project of the new shortcut. The project may be specified by either project_id, project_name or project. If the project is not specified in either way, the project from the connection object is used.

  • project_name (str, optional) – Name of the target project. May be used instead of project_id.

  • project (Project, optional) – Project object specifying the target project. May be used instead of project_id.

  • to_dictionary (bool, optional) – If True, the method will return a dictionary with the shortcut’s properties instead of a Shortcut object. Defaults to False.

Return type:

Shortcut

decertify()

Decertify object. :param success_msg: Custom message displayed on success.

Returns:

True on success, False otherwise.

Parameters:

self (Entity) –

Return type:

bool

delete(force=False)

Delete object.

Parameters:
  • force (bool) – If True, then no additional prompt will be shown before deleting object.

  • self (Entity) –

Returns:

True on success. False otherwise.

Return type:

bool

disable()

Disable the bot.

Return type:

None

enable()

Enable the bot.

Return type:

None

fetch(attr=None)

Fetch the latest object’s state from the I-Server.

Note

This method can overwrite local changes made to the object.

Parameters:
  • attr (Optional[str]) – Attribute name to be fetched. If not specified

  • dictionary. (it will use all getters specified in _API_GETTERS) –

  • None. (Defaults to) –

Raises:

ValueError – If attr cannot be fetched.

Return type:

None

classmethod from_dict(source, connection, to_snake_case=True, with_missing_value=False)
Overrides Dictable.from_dict() to instantiate an object from

a dictionary without calling any additional getters.

Parameters:
  • cls (T) – Class (type) of an object that should be created.

  • source (dict[str, Any]) – a dictionary from which an object will be constructed.

  • connection (Connection) – A Strategy One Connection object.

  • to_snake_case (bool, optional) – Set to True if attribute names should be converted from camel case to snake case, default True.

  • with_missing_value (bool) – (bool, optional): If True, class attributes possible to fetch and missing in source will be set as MissingValue objects.

Returns:

An object of type T.

Return type:

T

get(name)

Get object’s attribute by its name.

get_library_shortcut()
Parameters:

self (Entity) –

Return type:

LibraryShortcut

is_html_js_execution_enabled()

Check whether HTML and JavaScript execution is enabled for the document.

Returns:

True if HTML and JavaScript execution is enabled,

False otherwise.

Return type:

bool

Parameters:

self (Entity) –

list_acl(to_dataframe=False, to_dictionary=False, **filters)

Get Access Control List (ACL) for this object. Optionally filter ACLs by specifying filters.

Parameters:
  • to_dataframe (bool, optional) – if True, return datasets as pandas DataFrame

  • to_dictionary (bool, optional) – if True, return datasets as dicts

  • **filters – Available filter parameters: [deny, type, rights, trustee_id, trustee_name, trustee_type, trustee_subtype, inheritable]

Return type:

DataFrame | list[dict | mstrio.utils.acl.ACE]

Examples

>>> list_acl(deny=True, trustee_name="John")
list_available_schedules(to_dictionary=False, name=None, limit=None)

Get a list of schedules available for the object instance.

Parameters:
  • to_dictionary (bool, optional) – If True returns a list of dictionaries, otherwise returns a list of Schedules. False by default.

  • name (str, optional) – If specified, filters the schedules to those with the specified substring in their name.

  • limit (int, optional) – If specified, limits the number of schedules returned.

  • self (Entity) –

Returns:

List of Schedule objects or list of dictionaries.

Return type:

list[’Schedule’] | list[dict]

list_dependencies(project=None, name=None, pattern=4, domain=2, object_types=None, used_by_recursive=False, root=None, root_path=None, limit=None, offset=None, results_format='LIST', to_dictionary=True, **filters)

List list_dependencies of an object.

Parameters:
  • project (string) – Project object or ID

  • name (string) – Value the search pattern is set to, which will be applied to the names of object types being searched. For example, search for all report objects (type) whose name begins with (pattern) B (name).

  • pattern (integer or enum class object) – Pattern to search for, such as Begin With or Exactly. Possible values are available in ENUM mstrio.object_management.SearchPattern. Default value is CONTAINS (4).

  • domain (integer or enum class object) – Domain where the search will be performed, such as Local or Project. Possible values are available in ENUM mstrio.object_management.SearchDomain. Default value is PROJECT (2).

  • root (string, optional) – Folder ID of the root folder where the search will be performed.

  • root_path (str, optional) –

    Path of the root folder in which the search will be performed. Can be provided as an alternative to root parameter. If both are provided, root is used.

    the path has to be provided in the following format:
    if it’s inside of a project, example:

    /MicroStrategy Tutorial/Public Objects/Metrics

    if it’s a root folder, example:

    /CASTOR_SERVER_CONFIGURATION/Users

  • class (object_types(enum class object or integer or list of enum) – objects or integers): Type(s) of object(s) to be searched, such as Folder, Attribute or User. Possible values available in ENUMs mstrio.types.ObjectTypes and mstrio.types.ObjectSubTypes

  • used_by_recursive (boolean, optional) – Control the Intelligence server to also find objects that are used by the given objects indirectly. Default value is false.

  • results_format (SearchResultsFormat) – either a list or a tree format

  • to_dictionary (bool) – If False returns objects, by default (True) returns dictionaries.

  • limit (int) – limit the number of elements returned. If None (default), all objects are returned.

  • offset (int) – Starting point within the collection of returned results. Used to control paging behavior. Default is 0.

  • **filters – Available filter parameters: [‘id’, ‘name’, ‘description’ ,’date_created’, ‘date_modified’, ‘acg’]

  • self (Entity) –

  • object_types (TypeOrSubtype | None) –

Returns:

list of objects or list of dictionaries

list_dependents(project=None, name=None, pattern=4, domain=2, object_types=None, uses_recursive=False, root=None, root_path=None, limit=None, offset=None, results_format='LIST', to_dictionary=True, **filters)

List dependents of an object.

Parameters:
  • project (string) – Project object or ID

  • name (string) – Value the search pattern is set to, which will be applied to the names of object types being searched. For example, search for all report objects (type) whose name begins with (pattern) B (name).

  • pattern (integer or enum class object) – Pattern to search for, such as Begin With or Exactly. Possible values are available in ENUM mstrio.object_management.SearchPattern. Default value is CONTAINS (4).

  • domain (integer or enum class object) – Domain where the search will be performed, such as Local or Project. Possible values are available in ENUM mstrio.object_management.SearchDomain. Default value is PROJECT (2).

  • root (string, optional) – Folder ID of the root folder where the search will be performed.

  • root_path (str, optional) –

    Path of the root folder in which the search will be performed. Can be provided as an alternative to root parameter. If both are provided, root is used.

    the path has to be provided in the following format:
    if it’s inside of a project, example:

    /MicroStrategy Tutorial/Public Objects/Metrics

    if it’s a root folder, example:

    /CASTOR_SERVER_CONFIGURATION/Users

  • class (object_types(enum class object or integer or list of enum) – objects or integers): Type(s) of object(s) to be searched, such as Folder, Attribute or User. Possible values available in ENUMs mstrio.types.ObjectTypes and mstrio.types.ObjectSubTypes

  • uses_recursive (boolean) – Control the Intelligence server to also find objects that use the given objects indirectly. Default value is false.

  • results_format (SearchResultsFormat) – either a list or a tree format

  • to_dictionary (bool) – If False returns objects, by default (True) returns dictionaries.

  • limit (int) – limit the number of elements returned. If None (default), all objects are returned.

  • offset (int) – Starting point within the collection of returned results. Used to control paging behavior. Default is 0.

  • **filters – Available filter parameters: [‘id’, ‘name’, ‘description’ ,’date_created’, ‘date_modified’, ‘acg’]

  • self (Entity) –

  • object_types (TypeOrSubtype | None) –

Returns:

list of objects or list of dictionaries

list_properties(excluded_properties=None)

Fetches all attributes from the server and converts all properties of the object to a dictionary.

Parameters:

excluded_properties (list[str], optional) – A list of object properties that should be excluded from the dict. Defaults to None.

Returns:

A dictionary which keys are object’s attribute names, and

which values are object’s attribute values.

Return type:

dict

list_translations(languages=None, to_dictionary=False)

Lists translations for the Object.

Parameters:
  • languages (list, optional) –

    list of languages to list the translations for, only translations from these languages will be listed. Languages in the list should be one of the following:

    • lcid attribute of the language

    • ID of the language

    • Language class object

  • to_dictionary (bool, optional) – If True returns dict, by default (False) returns Translation objects

  • self (Entity) –

Returns:

A list of dictionaries representing translations for the Object or a list of Translation Objects.

Return type:

list[’Translation’] | list[dict]

move(folder)

Move the object to a folder on the I-Server.

Parameters:
  • folder (Folder | str) – Destination folder, specified either by id or the Folder object.

  • self (Entity) –

print()

Pretty Print all properties of the object.

Return type:

None

publish(recipients=None)

Publish the document for authenticated user. If recipients parameter is specified publishes the document for the given users.

Parameters:
  • recipients (UserOrGroup | list[UserOrGroup | str] | str, optional) – list of users or user groups to publish the document to (can be a list of IDs and User and UserGroup elements)

  • self (Entity) –

remove_translation(translations)

Removes translations from the Object.

Parameters:
  • translations (list[OperationData]) – list of translations to be added to the Object

  • self (Entity) –

Return type:

None

set_html_js_execution_enabled(enabled)

Enable or disable HTML and JavaScript execution for the document.

Parameters:
  • enabled (bool) – True to enable HTML and JavaScript execution, False to disable.

  • self (Entity) –

Return type:

None

share_to(users)

Shares the document to the listed users’ libraries.

Parameters:
  • users (UserOrGroup | list[UserOrGroup]) – list of users or user groups to publish the document to (can be a list of IDs or a list of User and UserGroup elements).

  • self (Entity) –

classmethod to_csv(objects, name, path=None, properties=None)

Exports MSTR objects to a csv file.

Optionally, saves only the object properties specified in the properties parameter.

Parameters:
  • objects (T | list[T]) – List of objects of the same type that

  • exported. (will be) –

  • name (str) – The name of the csv file ending with ‘.csv’

  • path (Optional[str], optional) – A path to the directory where the file will be saved. Defaults to None.

  • properties (Optional[list[str]], optional) – A list of object’s attribute names that should be included in the exported file. Defaults to None.

Raises:
  • TypeError – If objects is not of type T or list of type T

  • objects.

Return type:

None

to_dataframe()

Converts all properties of the object to a dataframe.

Returns:

A DataFrame object containing object properties.

Return type:

DataFrame

to_dict(camel_case=True)

Converts an object to a dictionary excluding object’s private properties. When converting the object to a dictionary, the object’s attributes become the dictionary’s keys and are in camel case by default Attribute values stored as objects are automatically converted to non-/ primitive data structures.

Parameters:

camel_case (bool, optional) – Set to True if attribute names should be converted from snake case to camel case. Defaults to True.

Returns:

A dictionary representation of object’s attributes and values.

By default, the dictionary keys are in camel case.

Return type:

dict

unpublish(recipients=None)

Unpublish the document for all users it was previously published to. If recipients parameter is specified unpublishes the document for the given users or user groups.

Parameters:
  • recipients (UserOrGroup | list[UserOrGroup | str] | str, optional) – list of users or user groups to unpublish the document from (can be a list of IDs and User and UserGroup elements)

  • self (Entity) –

update_properties()

Save compatible local changes of the object attributes to the I-Server. Changes are retrieved from the self._altered_properties dictionary. After the process of update has finished, self._altered_properties is cleared. For this method to work properly, you must override the _alter_properties() method in a subclass.

Raises:

requests.HTTPError – If I-Server raises exception

Return type:

None

mstrio.project_objects.bots.list_bots(connection, name=None, to_dictionary=False, limit=None, project_id=None, project_name=None, **filters)

Get a list of bots.

Parameters:
  • connection (Connection) – Strategy One connection object returned by ‘connection.Connection()’

  • name (str, optional) – characters that the dashboard name must contain

  • to_dictionary (bool, optional) – if True, return Bots as a list of dicts

  • limit (int, optional) – limit the number of elements returned. If None (default), all objects are returned.

  • project_id (str, optional) – Project ID

  • project_name (str, optional) – Project name

  • **filters – Available filter parameters: [‘name’, ‘id’, ‘type’, ‘subtype’, ‘date_created’, ‘date_modified’, ‘version’, ‘owner’, ‘ext_type’, ‘view_media’, ‘certified_info’]

Returns:

A list of bot objects or dictionaries.

Return type:

list[Bot] | list[dict]