KB38305: How to configure MicroStrategy on Windows to Connect to Salesforce.com using MicroStrategy ODBC Driver for Salesforce

Starting with Strategy 9.x, Strategy ODBC Driver for Salesforce is shipped with the Strategy installation.
Follow the steps below to use Microsoft ODBC Data Source Administrator to create a DSN using the Strategy ODBC driver for Salesforce.

1. On the System DSN tab, click Add. The Create New Data Source dialog box opens.
2. Select Strategy ODBC driver for Salesforce, and then click OK. The ODBC Salesforce Driver Setup dialog box opens.
3. Use the following tabs to define and modify the following DSN properties. While it is not required to support the connection to Salesforce.com in Strategy, user can also update DSN properties not listed below as needed to support the connection to Salesforce.com:

General tab:

• Data Source Name: Type a descriptive name that identifies the DSN in the system.
• Description: Type a statement to provide additional information about the DSN.
• JVM Classpath: Type the path where the file sforce.jar is stored. By default, this file is installed in the Strategy Common Files in the ODBC folder. A typical path to this file is C:\Program Files\Common Files\MicroStrategy\ODBC\sforce.jar.

 
Advanced tab:

• Transaction Mode: From the drop-down list, select 1 - Ignore.
• Fetch Size: Type a value of 160. This ensures that the driver works with Strategy standards to return data, which can in turn improve performance of the data retrieval.
• Config Options: Type the following statement: AuditColumns=AuditOnly;MapSystemColumnNames=0;CustomSuffix=Include

 
Web Service tab:

• Statement Call Limit: Set to 0. This allows for unlimited number of web services calls to Salesforce; it is 20 by default. 

 
From any tab, click Test Connection to open the Test Connection dialog box:

• Host Name: Keep the default value of login.salesforce.com.

 
After defining the properties of the DSN, click Apply and then click OK to save the DSN.
 
Within Strategy on a windows machine:

• Go to the Database Instance Manager and edit the warehouse Database Instance or create a new warehouse Database Instance.
• In the Database connection type select "Salesforce", as shown below:                                                                         
  

• Edit an existing Database connection or create a new Database connection as shown below. 
  

• Select the DSN created at earlier steps.                                                                                                                      
  

• Edit an existing Database Login Name or create a new Database Login Name.
• Use a Salesforce account login information. Note that The password syntax is PasswordSecurityToken, where Password is the password for the user account and SecurityToken is the additional security token required to access Salesforce.com. Do not use any spaces or other characters to separate the password and security token.

 
Refer to KB below for Strategy version later than 9.3.0:
KB422148: How to configure MicroStrategy to connect to Salesforce.com using MicroStrategy ODBC Driver for Salesforce on Windows