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KB441194: How to Install and Use Specific Fonts with Reports/Documents/Dashboards for the Export Engine to PDF with the MicroStrategy Intelligence Server Universal on Unix/Linux


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Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.

Description

The intent of this article is to provide information to accomplish the user's needs. Use of the information in this article is at the user's own risk. The Strategy Intelligence Server Universal 9.x-10.5 product is shipped with one default font, Courier New. Any exported documents, reports, or graphs generated by Strategy Intelligence Server Universal 9.x-10.x will default to using this font if the font with which that object was designed is not available for use by the Intelligence Server.​
This knowledge base article applies to:

  • Reports
  • Documents
  • Dashboards (until 10.5)→ For 10.6 or above, refer to KB440730
  • Graphs in the objects from above

Why are the fonts not included with Strategy Products? 

Microsoft started a project in 1996 called "Core Fonts for the Web" which included the above-mentioned fonts. Microsoft released these fonts under a freeware license, but with some restrictions on redistribution (namely that the fonts could only be redistributed by 3rd parties if the file names remained the same and the EULA was made available). This explains why these fonts are not included in Strategy Products.
 

Why is this happening?

When exporting the document to PDF, the Intelligence Server retrieves the font information from the document definition in the metadata.  Fonts specified in the document/report design that are installed on the Intelligence Server machine are rendered properly in the PDF (KB221589), and fonts that are not installed on the Intelligence Server machine are substituted with the Courier New font, as this font is included with the Intelligence Server and will therefore always exist.
Since the web browsers use the font approximation substitution logic but the Intelligence Server simply replaces any fonts not installed with Courier New, the document designer and users running the document in Strategy Web may not ever be aware that the selected font is not installed on the Intelligence Server until the document is exported to PDF (KB237739).
Strategy Web provides most widely-used fonts as options in the selection menu when creating documents.  The existence of a font in the selection menu does not imply that the font is available for display or export on the Intelligence Server or in the client machines (KB13668).  As most web browsers will automatically substitute similar fonts if the specified font is not found, it may be possible to use fonts that are not actually installed without any visible notification or ill effects in Strategy Web.

Solution

  1. On Microsoft Windows machines, Strategy Intelligence Server 9.x-10.x will access the installed fonts on the system without any additional manipulation. However, to enable Strategy Intelligence Server Universal 9.x-10.x on Unix/Linux to display and render fonts, desired font files must be present in the "$MSTR_INSTALL_PATH/PDFGeneratorFiles" folder:

For example:
 


/opt/Strategy/install/PDFGeneratorFiles

  1. For Graphs, the fonts are required to be available at the Operating System level where Strategy is installed.

Usually at the following path:
 


/usr/share/fonts/

  1. After copying the desired fonts the above directory path, please execute the following command that will force the rebuild the font cache:


fc-cache -fv

 

Important Notes

  • Only TrueType fonts can be used.
  • The Intelligence Server(s) will need to be restarted to take advantage of the newly installed fonts.
  • There are some .cmap files in the PDFGeneratorFiles folder.

These files are used when the code page of the font is not Unicode; hence failing to include these .cmap files will cause the exporting to fail when the code page of the font is not Unicode.

  • PDF Reports project defaults information ​
  • The .ttf font files must be placed directly in the PDFGeneratorFiles folder, and cannot be in subfolders within the PDFGeneratorFiles folder.

 

Learning Resources

Interested in learning more about this topic? Check out these articles.

Related Articles 

  • KB440730: How to install and use fonts for the Export Engine with Strategy Intelligence Server Universal 10.6-10.11 on Unix/Linux
  • KB48030: Font change is not applied to the graph in Strategy 9.x when Intelligence Server is on Linux.
  • KB213430: Is it possible to change the Intelligence Server's default PDF exporting font to something other than Courier New in Strategy 9.x and 10.x?
  • Graphs display random symbols and shapes instead of the correct characters in Strategy Secure Enterprise 10.x running on Linux Operating Systems
  • KB45046: Strategy Web and Web exported PDF documents are not using the font that was selected in Strategy 9.x Cloud
  • KB221589: PDF files generated during export do not display the correct fonts in Strategy 9.x and newer

Strategy Developer 

  • KB46579: Why are all of the fonts installed on the machine not available within Strategy Developer when modifying the formatting of text?
  • KB9962: A change of font is not applied to the data in a grid report in Strategy Developer 9.x-10.x
  • KB235370: How to add a font for formatting reports in Developer on Strategy 9.4.x - 10.x
  • KB47031: The default font for documents is changed to Tahoma when based off of a template that has the default font of Arial.

Strategy Web

  • KB237739: How do fonts work in PDF Exports from Strategy Web 9.4.1
  • KB48030: Font change is not applied to the graph in Strategy 9.x when Intelligence Server is on Linux
  • KB20300: After removing the Tahoma font in Strategy Web 10.x, text in documents still default to that font
  • KB235107: How to Embed a Custom Font Without Having to Install it on the Client Machines using Strategy Web SDK 9.4.x-10.x

Non-English Characters 

  • KB9971: How to display non-English characters in Report Services documents, PDF exports and HTML documents with graphs in 3 and 4-tier and in 4-tier graphs with a Unix Intelligence Server
  • KB41730: Chinese characters will not display in graph view after changing the font to Arial Black in Strategy Developer 9.x and newer
  • KB44156: Japanese vertical font is not displayed in Strategy WEB when Intelligence Server runs on Linux.
  • KB439445: Which Korean font is supported in Dossier & Workstation in Strategy 10.8 or higher

 

Third Party Software Installation

WARNING
The intent of this article is to provide information to accomplish the user's needs. Use of the information in this article is at the user's own risk.
 
Users should note that fonts are Intellectual Property and their usage may be restricted by license terms. Users are responsible for and must obtain appropriate licenses for any fonts that are to be used on Unix/Linux machines with Strategy. Users may reference the information at this link, which lists several sources for the Microsoft Core fonts package and also lists the licensing conditions governing the use of that package. The Microsoft core fonts (Wikipedia) are not hosted by Strategy and therefore cannot be obtained from Strategy; however, they are legally hosted by third parties. 
 
The third-party product(s) discussed in this technical note is manufactured by vendors independent of Strategy. Strategy makes no warranty, express, implied or otherwise, regarding this product, including its performance or reliability.
 


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Knowledge Article

Published:

February 11, 2019

Last Updated:

March 21, 2024