MicroStrategy

PROD

Available In

Feature List

Dashboards

Charts

Owners

Datamodels

Lineage

Ingestion Deployment

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment. If you want to install it manually in an already existing Airflow host, you can follow this guide.

If you don't want to use the OpenMetadata Ingestion container to configure the workflows via the UI, then you can check the following docs to run the Ingestion Framework in any orchestrator externally.

Requirements

To integrate MicroStrategy, ensure you are using OpenMetadata version 1.2.x or higher.

When a service user is created, it is already provisioned with the necessary permissions. However, if the user still cannot access the APIs, the following should be checked as part of the troubleshooting process:

Required DSS Privileges for MicroStrategy REST/JSON API:
Web Services API: Essential for REST API usage.
Login to MicroStrategy: User authentication.
Use Project Sources: Access to project sources.
View Metadata: Metadata browsing and viewing.
Access Administration Objects: Global metadata access (connections, DB instances).
Browse Repository: Object navigation within projects/folders.

Metadata Ingestion

1. Visit the Services Page

The first step is to ingest the metadata from your sources. To do that, you first need to create a Service connection first.

This Service will be the bridge between OpenMetadata and your source system.

Once a Service is created, it can be used to configure your ingestion workflows.

Select your Service Type and Add a New Service

2. Create a New Service

Click on Add New Service to start the Service creation.

Add a new Service from the Services page

3. Select the Service Type

Select MicroStrategy as the Service type and click Next.

Select your Service from the list

4. Name and Describe your Service

Provide a name and description for your Service.

Service Name

OpenMetadata uniquely identifies Services by their Service Name. Provide a name that distinguishes your deployment from other Services, including the other MicroStrategy Services that you might be ingesting metadata from.

Note that when the name is set, it cannot be changed.

Provide a Name and description for your Service

5. Configure the Service Connection

In this step, we will configure the connection settings required for MicroStrategy.

Please follow the instructions below to properly configure the Service to read from your sources. You will also find helper documentation on the right-hand side panel in the UI.

Configure the Service connection by filling the form

Connection Details

Username: Username to connect to MicroStrategy, e.g., user@organization.com. This user should have access to relevant dashboards and charts in MicroStrategy to fetch the metadata.
Password: Password of the user account to connect with MicroStrategy.
Host Port: This parameter specifies the host of the MicroStrategy instance. This should be specified as a URI string in the format http://hostname or https://hostname.

For example, you might set it to https://demo.microstrategy.com.

Project Name: The name of the project within MicroStrategy that OpenMetadata will connect to, linking to the relevant dashboards and reports for metadata retrieval.
Login Mode: Login Mode for Microstrategy's REST API connection. You can authenticate with one of the following authentication modes: Standard (1), Anonymous (8). Default will be Standard (1). If you're using demo account for Microstrategy, it will be needed to authenticate through loginMode 8.

6. Test the Connection

Once the credentials have been added, click on Test Connection and Save the changes.

Test the connection and save the Service

7. Configure Metadata Ingestion

In this step we will configure the metadata ingestion pipeline, Please follow the instructions below

Configure Metadata Ingestion Page

Metadata Ingestion Options

Name: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.
Dashboard Filter Pattern (Optional): Use it to control whether to include dashboard as part of metadata ingestion.
- Include: Explicitly include dashboards by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all dashboards with names matching one or more of the supplied regular expressions. All other dashboards will be excluded.
- Exclude: Explicitly exclude dashboards by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all dashboards with names matching one or more of the supplied regular expressions. All other dashboards will be included.
Chart Pattern (Optional): Use it to control whether to include charts as part of metadata ingestion.
- Include: Explicitly include charts by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all charts with names matching one or more of the supplied regular expressions. All other charts will be excluded.
- Exclude: Explicitly exclude charts by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all charts with names matching one or more of the supplied regular expressions. All other charts will be included.
Data Model Pattern (Optional): Use it to control whether to include data modes as part of metadata ingestion.
- Include: Explicitly include data models by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all data models with names matching one or more of the supplied regular expressions. All other data models will be excluded.
- Exclude: Explicitly exclude data models by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all data models with names matching one or more of the supplied regular expressions. All other data models will be included.
Database Service Name (Optional): Enter the name of Database Service which is already ingested in OpenMetadata to create lineage between dashboards and database tables.
Enable Debug Log (toggle): Set the 'Enable Debug Log' toggle to set the default log level to debug.
Include Owners (toggle): Set the 'Include Owners' toggle to control whether to include owners to the ingested entity if the owner email matches with a user stored in the OM server as part of metadata ingestion. If the ingested entity already exists and has an owner, the owner will not be overwritten.
Include Tags (toggle): Set the 'Include Tags' toggle to control whether to include tags in metadata ingestion.
Include Data Models (toggle): Set the 'Include Data Models' toggle to control whether to include tags as part of metadata ingestion.
Mark Deleted Dashboards (toggle): Set the 'Mark Deleted Dashboards' toggle to flag dashboards as soft-deleted if they are not present anymore in the source system.
Include Draft Dashboard (toogle): Set the 'Include Draft Dashboard' toggle to include draft dashboards. By default it will include draft dashboards.

8. Schedule the Ingestion and Deploy

Scheduling can be set up at an hourly, daily, weekly, or manual cadence. The timezone is in UTC. Select a Start Date to schedule for ingestion. It is optional to add an End Date.

Review your configuration settings. If they match what you intended, click Deploy to create the service and schedule metadata ingestion.

If something doesn't look right, click the Back button to return to the appropriate step and change the settings as needed.

After configuring the workflow, you can click on Deploy to create the pipeline.

Schedule the Ingestion Pipeline and Deploy

9. View the Ingestion Pipeline

Once the workflow has been successfully deployed, you can view the Ingestion Pipeline running from the Service Page.

View the Ingestion Pipeline from the Service Page

Troubleshooting

Workflow Deployment Error

If there were any errors during the workflow deployment process, the Ingestion Pipeline Entity will still be created, but no workflow will be present in the Ingestion container.

You can then Edit the Ingestion Pipeline and Deploy it again.
From the Connection tab, you can also Edit the Service if needed.