Before you create a catalog source, ensure that you have the information required to connect to the source system.
Perform the following tasks:
•Install the Secure Agent on the same Windows machine where you installed the MicroStrategy software. For more information about Secure Agent installation, see Runtime Environments in Cloud Common Services help.
Note: If you can't install the Secure Agent and the MicroStrategy software on the same Windows machine, install the MicroStrategy Desktop client and a Secure Agent on the same Windows Server environment. For more information, see Knowledge Base article 000221594.
•Assign the required permissions.
•Verify authentication.
•Get the database source information to connect to the source system.
•Create endpoint catalog sources for connection assignment.
Verify permissions
To extract metadata and to configure other capabilities that a catalog source might include, you need account access and permissions on the source system. The permissions required might vary depending on the capability.
Permissions for metadata extraction
To extract MicroStrategy metadata, you need account access and permissions to the MicroStrategy source system.
Verify that the Metadata Command Center administrator performs the following tasks:
•Can connect to the project source in the MicroStrategy Developer tool as an administrator.
•Defines the SecurityRole role and associates the user with it as a member.
•Grants access to the project for the user and the SecurityRole.
•The MicroStrategy project user account for MicroStrategy version 7.x, and the SecurityRole for MicroStrategy version 11.x or later have privileges to perform the following operations:
- Use server cache
- Use Developer
- View SQL
- Administer Caches
- Load and Unload project
- Bypass all object security access checks. Configure the privilege to assign administration privileges for all the objects in the MicroStrategy project that you want to import.
Permissions to perform data classification
You can perform data classification with the permissions required to perform metadata extraction.
Permissions to perform glossary association
You can perform glossary association with the permissions required to perform metadata extraction.
Get MicroStrategy source information
Before you configure the catalog source, ask the MicroStrategy administrator for values of connection properties that you need to configure the catalog source.
Note: You don't need to create a connection object for MicroStrategy. You provide this information when you configure the catalog source.
The following table describes the properties that you need:
Property
Description
Version
The version of the MicroStrategy software that you have installed. If you don't know the version, select the autodetect option.
Project Source
The name of the MicroStrategy project source to connect to.
Project sources represent a connection to a metadata database or a MicroStrategy Intelligence Server.
Login user
The user name of the user that connects to the project source.
Login password
The password to connect to the project source.
Create endpoint catalog sources for connection assignment
An endpoint catalog source represents a source system that the catalog source references. Before you perform connection assignment, create endpoint catalog sources and run the catalog source jobs.
You can then perform connection assignment to reference source systems to view complete lineage with source system objects.