Before you create a catalog source, ensure that you have the information required to connect to the source system.
Perform the following tasks:
•Assign the required permissions.
•Create a connection to the Strategy Cloud source system in Administrator.
•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
Ensure that you have the required permissions to enable metadata extraction.
Verify that the administrator performs the following tasks:
•Grants the READ and BROWSE permissions to the user to access and traverse the project.
•Assigns the AI Architect User and AI Power User security roles in Strategy Workstation to the user responsible for extracting metadata from the project.
Create a connection
Before you configure the Strategy Cloud catalog source, create a connection object in Administrator.
1In Administrator, select Connections.
2Click Add Connection and select Strategy Cloud.
3Enter the following connection details:
Property
Description
Connection Name
Name of the connection.
Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
Maximum length is 255 characters.
Description
Description of the connection. Maximum length is 4000 characters.
Use Secret Vault
Stores sensitive credentials for this connection in the secrets manager that is configured for your organization.
This property appears only if secrets manager is set up for your organization.
When you enable the secret vault in the connection, you can select which credentials that the Secure Agent retrieves from the secrets manager. If you don't enable this option, the credentials are stored in the repository or on a local Secure Agent, depending on how your organization is configured.
Note: If you’re using this connection to apply data access policies through pushdown or proxy services, you cannot use the Secret Vault configuration option.
The name of the runtime environment where you want to run tasks. Select a Secure Agent or serverless runtime environment.
Base URL
The base URL of your Strategy Cloud instance.
For example, if your Strategy Cloud instance is hosted at mycompany.cloud.microstrategy.com, the URL is https://mycompany.cloud.microstrategy.com/MicroStrategyLibrary
User Name
User name of the Strategy Cloud account.
Password
Password of the Strategy Cloud account.
4Click Test.
5Click Save.
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.