KB288847: How to configure the Express Tutorial Project in a Custom Installation of MicroStrategy Secure Enterprise Platform 10.3 or higher

Summary

The express installation of the Strategy Secure Enterprise Platform originally introduced in 10.3 features a redesigned Strategy Tutorial project to allow users to discover and demonstrate the latest features of the platform. This new project is designed for the MySQL platform and is readily available out of the box by performing an Express Installation.
 

Strategy Administrators installing the Strategy Secure Enterprise Platform 10.3 or higher can configure this Tutorial project manually by following the steps below.

Prerequisites

• A full installation of Strategy Secure Enterprise Platform 10.3 or higher
• Strategy Web and Mobile deployed in a JSP server like Tomcat. The current version of Strategy Tutorial is designed using the Strategy URL API with JSP framework, therefore Strategy ASP is not supported for the redesigned Tutorial project.
• A MySQL Server and rights to create and restore databases
• MySQL ODBC 5.3 Unicode Driver (64-bit)
• Download the Strategy Tutorial Project files from the MicroStrategy Download site under the section Strategy 10.x Addons and Tools : Strategy Tutorial Project Files.
   

Overview of steps: 

• Section 1: Restoring the .sql files of the Metadata and Warehouse into your MySQL Server
• Section 2: Creating DSNs for your Tutorial Databases in MySQL
• Section 3: Configuring the Intelligence Server to the Strategy Tutorial Metadata
• Section 4: Update the DB Login passwords for the Tutorial WH databases
• Section 5: Load Intelligent Cube files into the Intelligence Server
• Section 6: Load images into the Strategy Web and Mobile Servers
• Section 7: Configure the Intelligence Server to connect to Strategy Web
• Section 8: Configure the Intelligence Server to connect to Strategy Mobile

Section 1: Restoring the .sql files of the Metadata and Warehouse into your MySQL Server

1. Via command line, browse to the directory containing the instance of MySQL Server, typically:
   

   
   C:\Program Files\MySQL\MySQL Server 5.6\

   
   
2. Navigate to the bin folder and connect to the instance using the following command:
   

   
   mysql -u <username> -p

   
   Note: Replace username with the appropriate user.
    
3. Enter your password
4. Create three databases to house the tutorial project data, following the names below:
   

   
   mysql> create database poc_metadata;
   
   mysql> create database tutorial_wh;
   
   mysql> create database operationaldm_wh;

   
   
5. When completed, exit the MySQL terminal.
6. Locate the path to the following SQL files part of the Tutorial Project Data download (within a folder titled 'Databases') from the prerequisites section:
   
   -poc_metadata.sql
   -tutorial_wh.sql
   -operationaldm_wh.sql
    
7. Restore the SQL files to the empty databases created in step 4. Use your preferred restoration method or the commands below:
   

   
   mysql -u <username> -p poc_metadata < <FILE_PATH>\poc_metadata.sql
   mysql -u <username> -p tutorial_wh < <FILE_PATH>\tutorial_wh.sql
   mysql -u <username> -p operationaldm_wh < <FILE_PATH>\operationaldm_wh.sql

   
   Note: Replace username and FILE_PATH with the appropriate values.
    

Section 2: Creating DSNs for your Tutorial Databases in MySQL

1. On the machine hosting the Strategy Intelligence Server, open the Strategy Connectivity Wizard.
2. In the database selection screen, choose the option for 'Other Relational Databases' and check the box to 'Configure another DSN when finished', click next
3. From the Driver Details window, select the 'MySQL ODBC 5.3 Unicode Driver' and click 'Finish'
4. This opens the MySQL Connector/ODBC Data Source Configuration window shown below:
5. Fill in the DSN information for the 'poc_metadata' database with Data Source Name 'METADATA' and provide DB user information to verify the DSN connection
6. Click Finish
7. After being returned to Strategy Connectivity Wizard, follow steps 2-6 to create the DSN for 'tutorial_wh'. The Data Source Name should be 'TUTORIAL_WH'
8. When returned to Strategy Connectivity Wizard, repeat steps 2-6 for 'operationaldm_wh', while leaving the box for 'Configure another DSN when finished' unchecked when repeating step 2. The Data Source Name should be 'OPERATIONALDM_WH'

The necessary DSNs for Strategy Tutorial should now be correctly created.
Note: it is important to name the DSNs identical to their names above, as the WH DSNs are stored with these names in the Metadata. If you change the name, it will require additional steps later on to update the Database Instances in the Strategy Tutorial Project Configuration.

Section 3: Configuring the Intelligence Server to the Strategy Tutorial Metadata

1. On the Strategy Intelligence Server machine, open the Strategy Configuration Wizard
2. From the Welcome Screen, choose the option for 'Configure Intelligence Server' and click 'Next'
3. Click on the DSN drop down and choose the 'METADATA' DSN created in Section 2 Step 5
4. Provide MySQL user name and password, click 'Next'
5. For the Strategy login, enter username 'Administrator' with no password and click 'Next'
6. From the Server Definitions screen, choose the option for 'Use the selected Server Definition as active' and from the Existing Server Definitions window, choose the 'cloud_10s' Server Definition
7. In the Settings Window, leave the port number as default.
8. For the Projects to load at startup, Strategy Tutorial is loaded by default. Click 'Next'
9. For the SSL Connection screen, you may leave this empty and click 'Next'
10. For the Statistics screen, you may also leave this unset. Click 'Next'
11. Review the Summary page and click 'Finish'.
    The Strategy Intelligence Server will be configured and started.

Section 4: Update the DB Login passwords for the Tutorial WH databases

1. Open Strategy Developer and log in to the Project Source connected to the Intelligence Server running your instance of the Strategy Tutorial Project
2. Right mouseclick on the Strategy Tutorial Project and choose 'Project Configuration...'
3. Go to the section for Database Instances > SQL Data Warehouses
4. Click on the Database Instance for 'Tutorial MySQL - (Default)' and click on 'Modify'
5. Within the Database Instances window, click on 'TutorialWHLinux' Database Connection and click 'Modify'
6. From the Database Connections window, click on 'Data' login name under the Database Login Name section and click 'Modify'
7. Provide the Login ID and password for your MySQL Database user and click 'OK'
8. Click 'OK' to exit the Database Connections Window and 'OK' to exit the Database Instances Window
   
   Note: You will receive a pop-up window indicating that changes to Database Connections will require an Intelligence Server restart. This can be performed within Section 5

1. Click 'OK' to exit the Project Configuration window and disconnect from the Strategy Tutorial Project Source

Section 5: Load Intelligent Cube files into the Intelligence Server

1. Stop the Intelligence Server
2. On the Strategy Intelligence Server, browse to the 'Intelligence Server' folder typically:
   

1. 
   <Strategy Install Path> > Intelligence Server

   
   
3. Now browse through the following folder path:  
   

1. 
   Cube > cloud_10s > Server_<Machine_Name>_PB7CA92F04B9FAE8D941C3E9B7E0CD754

   
   
4. Note: The string 'B7CA92F...' corresponds to the object ID of the Strategy Tutorial Project
5. Copy and past all the cube files included with the Tutorial Data download from the prerequisites section (in a folder called 'Cubes'). If prompted for file conflicts, select 'Replace'
6. Start the Intelligence Server
7. Once the Intelligence Server is started, log in to the Intelligence Server via Strategy Developer and go to Administration > System Monitors > Caches > Intelligent Cubes. There should be a total of 38 Cubes visible in the Cube Monitor that belong to Strategy Tutorial
8. Within the Tutorial Data download, browse into the folder within called 'Data_Files'. These files are used by some of the data Import Intelligent Cubes and an Xquery report. Copy and Paste them into the Strategy Common Files Directory: 
   

1. 
   C:\Program Files (x86)\Common Files\Strategy

   
   

Section 6: Load images into the Strategy Web and Mobile Servers

Note: The Tutorial project is designed for Strategy Web JSP. Refer to the prerequisites section for more details.

1. From the Tutorial Data download, find the folder called 'Tutorial_Images'
2. Browse into this folder, which should contain a folder called 'Tutorial'
3. Right mouse-click on this folder and choose 'Copy'
4. Browse to the Web Server Directory where Strategy Web was deployed and into the 'images' folder typically:
    
   

   
   <Tomcat_Directory>/webapps/Strategy/images

   
   
5. Paste the 'Tutorial' folder and its contents into this directory
6. Browse to your Mobile Server Directory and into the 'images' folder typically:
    
   

   
   <Tomcat_Directory>/webapps/StrategyMobile/images

   
   
7. Paste the 'Tutorial' folder and its contents into this directory

Images should now be available for the Strategy Tutorial project hosted via Web and Mobile

Section 7: Configure the Intelligence Server to connect to Strategy Web

1. From a web browser, access your Strategy Web Administration page typically:
    
   

   
   http://<MACHINE_NAME>:8080/Strategy/servlet/mstrWebAdmin

   
   
2. If prompted, provide the necessary credentials for an administration user of the Application Server
3. From the Intelligence Servers page, enter the name or IP address of the machine with the Strategy Intelligence Server. Click the 'add...' button
4. From the Connection properties page, choose the Connect Mode option for 'Automatically connect to Intelligence Server when Web Server or Intelligence Server is restarted'
5. Click 'Save'

Section 8: Configure the Intelligence Server to connect to Strategy Mobile

1. From a web browser, access your Strategy Mobile Administration page typically:
   

   
   http://<MACHINE_NAME>:8080/StrategyMobile/servlet/mstrWebAdmin

   
   
2. If prompted, provide the necessary credentials for an administration user of the Application Server
3. From the Intelligence Servers page, enter the name or IP address of the machine with the Strategy Intelligence Server. Click the 'add...' button
4. From the Connection properties page, choose the Connect Mode option for 'Automatically connect to Intelligence Server when Web Server or Intelligence Server is restarted'
5. Click 'Save'

Third Party Products Disclaimer

WARNING:
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.