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MicroStrategy Connectivity. MIS 497. Project Source. A Project Source is an alias in which connectivity information for all the projects in that Project Source is stored. 2 – Tier Project Source Specifies a DSN and login for a direct connection to metadata. 3 – Tier

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project source
Project Source
  • A Project Source is an alias in which connectivity information for all the projects in that Project Source is stored.

2 – Tier

Project Source Specifies a DSN and login for a direct connection to metadata.

3 – Tier

Project Source identifies the MSTR I-Server machine to which the client will connect.

project source continued
Project Source (continued)
  • A Project Source (PS) houses the information needed to connect to a Metadata at start-up
    • A PS can contain several projects, each of which can potentially connect to a different DW. However, there can be only one metadata per PS, so all projects within a PS share the same metadata
    • PS can be created in either 2-tier (direct connection to the metadata) or in 3-tier (through Intelligence Server) mode.
    • We’ll have both modes of connection for different phases of the projects in the class.
start up connectivity logical layout
Start-up Connectivity Logical Layout

2 - Tier

Direct ODBC

Project Source

MD DSN + login

Intelligence Server



3 - Tier

start up connectivity logical layout1
Start-up Connectivity Logical Layout
  • 2 Tier (Direct):
    • A local ODBC DSN must be specified along with the login.
    • This information is stored in the registry of the local MSTR Desktop machine.
    • ODBC PWD is stored encrypted in the registry of the local machine.
start up connectivity logical layout2
Start-up Connectivity Logical Layout
  • 3 Tier (Intelligence Server):
    • No ODBC connection from the client to the DB
    • MSTR Desktop client will connect to I-Server definition, so the name of I-Server and RPC connection to it are necessary.
    • All connection information and MD DSN are located on the Server machine.
database instance
Database Instance
  • A Database Instance is a logical representation of a connection to a physical database.
database instance1
Database Instance
  • Each PS is associated with one MD DB Instance and at least one Warehouse DB Instance.
  • Database Instance stores the following information:
    • Database Connection
    • Type of DB (Oracle, SQL Server, Informix, etc.)
    • Maximum number of connections allowed for the DB Instance
    • DB specific optimizations (I.e. VLDB properties)
    • Warehouse table prefixes (if required)
    • Location for intermediate table storage
    • Prioritization scheme to be used when submitting jobs to the DB
database connection
Database Connection
  • A Database Connection is comprised of a DSN and other information necessary for connection to a database.
  • Each Database Instance can potentially point to multiple Database Connections.
dsn and database login
DSN and Database Login
  • The DSNs listed represent the local machine’s system ODBC data sources and DSNs from other sources.
  • A Database Login stores the UID and PWD that will be used to access the database or the NT network login
dsn and database login1
DSN and Database Login
  • DSNs listed will list local machine DSNs and all other DSNs recorded in Metadata.
  • In a 3 tier environment, DSN may or may not actually be a DSN on a local machine.
  • There’s unlimited number of Database Logins that can be created, this functionality is needed for advanced administration and monitoring by DBAs and thus won’t be discussed in this class.
the big picture
The Big Picture

Project Source

MSTR Intelligence Server


WH DB Instance

MD DB Instance

Connection Mapping

WH DB Connection

MD DB Connection

MD Database



WH Login:



MD Login:



WH Database

  • Create VMALL Warehouse Instance


  • Completion of Database Connectivity workshop
  • Open MicroStrategy Desktop
  • Go to Tools Project Source Manager
  • Click Add

4. Enter your group name as the project source name, select your metadata DSN and enter appropriate login information

5. Click OK twice, your Project Source is created!


6. Now connect to your Project Source, your default login is Administrator, the password is blank.

7. Now we’ll create Database Instance for our Data Warehouse

8. Go to AdministrationDatabase Instance ManagerRight Click select New Database Instance


9. Name your DB Instance VMALL Warehouse, choose your database type (SQL Server 7.0) and create a new DB Connection:


10. Select your Warehouse DSN in the list of all DSNs, choose Administrator as your default login.

11. Click OK twice, your Warehouse connection is created!

next steps
Next steps
  • We’ll go over Data Modeling and create our project!
  • MicroStrategy Administrator Guide – will have more information on connectivity and advanced topics not covered in the class.