Establish Connectivity to MicroStrategy

This article describes the process of creating plugin Data Source to connect to MicroStrategy. This Data Source will allow data from existing MicroStrategy objects to be used in building elements using Metric Insights tools.


  • Your Metric Insights instance must be configured to support MicroStrategy.  
  • You must have network connectivity access from Metric Insights to your MicroStrategy Intelligence server (default port 34952). If there is no access, then you can use a lighter version of this plugin connector by setting a plugin parameter to bypass ('Use only Task API'). See below.

1. Access Admin > Data Sources

At the bottom of the screen click [+ New Data Source].

The Select the Type of New Data Source pop-up opens.

2. Select "Other" Data Source Type and choose "Microstrategy" from the drop-down list

Move to the Next step.

3. Provide the Required Microstrategy Parameters

  1. Data Source Name: defaults to a unique name, but may be modified to a descriptive name of your own.
  2. Endpoint: The URL to MicroStrategy Task API. This is the API Metric Insights uses for accessing MicroStrategy. For .NET the url is typically https://<mstr host>/MicroStrategy/asp/TaskAdmin.aspx. For Java, this is https://<mstr host>/servlet/taskAdmin. As confirmation, you can access this URL via your web browser.
  3. Project: the MicroStrategy project
  4. Username / Password: This is the username and password you use to access the Task API Endpoint.
  5. Test Connection (this will also Save your data) 

4. Define the values for Optional Parameters (if needed)

The plugin uses two API methods for pulling data and images from MicroStrategy. The MicroStrategy Task API, and the MicroStrategy Java Web API. The reason for this is each API only returns a subset of what is needed by Metric Insights.

Number on a screen Field Name Description
1 Current View Media
Values: 1 = Standard (default), 16 = LDAP Authentication, 4 = Database Authentication, 8 = Guest, 2 = Windows Authentication, 64 = Trusted Authentication, 128 = Integrated Authentication.

2 Report Image as Grid
MicroStrategy renders Reports as Grid or Chart. Default is ‘Grid'.
3 Object types
The list of object types to use
4 Port Port used for accessing the MicroStrategy Intelligence Server via the MicroStrategy Java Web API. Default port is 34952. If using a different port then specify here. If not specified here, then the MicroStrategy API uses the default port value (34952).
5 Starting folder
The starting (root) folder for your Project. All MicroStrategy documents and reports under this folder will be available.
6 Server
For Task API if the server name is different than the host name in the Task API Endpoint.
7 Task API Password / Task API Username
If you use a different username for MicroStrategy Java Web API, then specify Task API username here. Note that the credentials for accessing the MicroStrategy Java Web API is in Username and Password.
8 WebService Password /  WebService User
For the Task API, you sometimes have a separate Web Service User for accessing Task Admin. If so, then you supply required information here

5. Advanced Configurations

  1. External Reports fetch method: This setting influences options available in the Microstrategy Reports List tab:
    • automatically: just click Refresh list and all Reports are going to be fetched by the system
    • manually: Reports may be added one-by-one or via CSV file
  2. Optionally, specify the maximum number of concurrent Threads per Trigger execution to be used in background processing when the system updates Metrics and Reports for this Data Source.  If you do not specify any value for this setting, batch data collection processing will be single-threaded.

6. Other Settings

  1. You can create elements or Datasets directly from the respective tabs
  2. Click Permissions to assign them to Groups or Power Users


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