Strategy

Requirements

You will need your MicroStrategy administrator to complete these steps.

If needed, whitelist Catalog IP

Here is our fixed IP: 35.246.176.138

Catalog Managed

To get started with MicroStrategy in Catalog, you will need your MicroStrategy admin to create a dedicated user with the appropriate access:

Create user in MicroStrategy

You will need to create a new user in your MicroStrategy Workstation and assign minimum permissions for integrating with Catalog.

1. Open the Workstation window with the navigation pane in smart mode.

2. From the left navigation menu, click Users and Groups.

3. In the upper left of the Users and Groups page, click the Select an Environment dropdown and select your environment.

4. In the left menu of your selected environment, next to All Users, click the + button to create a new user.

5. In the Create New User dialog:

   1. For Account and Credentials, enter the following details:

      1. For Full Name, enter a meaningful name for the new user.

      2. For Email Address, enter an email address for the new user.

      3. For Username (Login), enter a username for the new user.

      4. For Password, create a password for the new user and confirm it in the next step.

      5. To disallow the new user from changing the password, check the User cannot change password box.

      6. At the bottom left of the form, check the Active User box.

   2. For User Groups, all users are automatically members of the Everyone group, which typically has read permission for most objects. To assign any permissions not inherited from the default group to the new user:

      1. In the top right of User Groups, click Manage User Group to add a new user group.

      2. Click Update to confirm your selections.

   3. To assign user privileges, in the left menu, click Privileges and check the following boxes:

      • Use Architect Editors — for fetching attribute, fact, and table definitions

      • Use Library Web — for fetching project metadata

      • Web Report SQL — for fetching SQL statements

      • Web use Metric Editor — for fetching metric definitions

      • Web run Document — for fetching document definitions

      • Web run Dossier — for fetching dossier definitions

   4. Click Save to complete setup.

Provide credentials

You can input your credentials directly into your Catalog account under the following format

{
    "baseUrl": "https://www.XXXX.com/",
    "username": "*****",
    "password": "*****",
    "projectIds": "project_id_1, project_id_2"
}

• baseUrl: enter the hostname of your MicroStrategy instance

• username: enter the username you created for the instance

• password: enter the password for the username

• projectIds (optional): enter a string of the comma separate project IDs you would like to import in Catalog

For your first sync, it will take up to 48h and we will let you know when it is complete ✅