How to set up MicroStrategy

πŸ€“ Who can do this? You will probably need your MicroStrategy administrator to complete these steps β€” you may not have access yourself.

Atlan supports the basic authentication method for fetching metadata from MicroStrategy. This method uses a username and password to fetch metadata.

Create user in MicroStrategy

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

To create a new user for crawling MicroStrategy:

  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. (Optional) For Description, enter a description.
      4. For Username (Login), enter a username for the new user.
      5. For Password, create a password for the new user and confirm it in the next step.
      6. To disallow the new user from changing the password, check the User cannot change password box.
      7. 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 β€” for fetching attribute, fact, and table definitions
      • Use Library Web β€” for fetching project metadata
      • Web Report SQL β€” for fetching SQL statements
      • Web use Metric Editor β€” for fetching metric definitions
      • Web run Document β€” for fetching document definitions
      • Web run Dossier β€” for fetching dossier definitions
    4. Click Save to complete setup.

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