MicroStrategy

Version Supported: up to v2023 + Cloud Version 

Tool Permissions Prerequisites

Warning: Missing permissions could end up in broken lineages.

• Read Permission for Octopai Windows NT User to the MicroStrategy *.mmp or backup files folder.

How to Automate Extraction of MMP Files

The MMP files contain the necessary metadata for Octopai's analysis.

NOTE: To automate creating the MMP files you will need the projectmerge.exe installed (part of the MicroStrategy tools)

Instructions

1. Open the MicroStrategy Object Manager

   

2. Select Project Source and click on Open

   

3. Enter login credentials (with admin user)

   

4. Select Project from left side panel

   

5. Click on Tools --> Create Package

   

6. Click on Add

   

7. Check Import Folder and Children recursively

   

8. Select one folder and click OK

   

9. Check Return as a container to create XML Click onOK

   

10. Check “Add All Used Dependencies”, and then change the Save in path and rename the target file as necessary
    (We recommend creating a separate target folder for each Project) and click on Create XML

    

11. Make sure to repeat steps 8-10 for each folder within the project (Normally at least 4 folders per project)
12. Repeat steps 4-11 for each project

Using the XML file to create an updated package:

Executing the Project Merge executable, projectmerge.exe (Part of MicroStrategy Tools)

• Use the user and password that you use in order to log in to the Object Manager.
• Enter the following command in a batch file:
  

  c:\Users\projectmerge -f\Filename.xml -sp -sup

  C:\Users\octopai>projectmerge -fC:\temp\T.xml -sp******** -sup

NOTE: Creating a package from the command line locks the project metadata for the duration of the package creation. Other users cannot make any changes to the project until it becomes unlocked.

If the export gets stuck hanging, split the export to smaller files by creating separate files within each folder by selecting subfolders in step 8.

Schedule the batch files one after the other with 10 minute intervals between each file.

The file (*.MMP) will appear in the defined destination folder.
Use these files for your Octopai metadata source in the Octopai Client.

Setting up MicroStrategy Metadata Source

Metadata Sources are set on the Octopai Client (OC)