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KB439548: How to configure MicroStrategy 9.x and 10.x on Linux to connect to Salesforce.com using MicroStrategy ODBC Driver for Salesforce


Tianfeng (Jimmy) Jiang

Quality Engineer, Principal • MicroStrategy


This documents show how to configure MicroStrategy 9.x and 10.x on Linux to connect to Salesforce.com using MicroStrategy ODBC Driver for Salesforce

Starting with Strategy 9.2.1m, Salesforce is supported with Strategy products running on Linux platforms. Follow the steps below to configure Intelligence Server running on Linux to connect to Salesforce.com:
With graphic interface:
1. Launch Strategy Connectivity Wizard with command ./mstrcfgwiz in Linux terminal.
2. Select "Strategy ODBC Driver for Salesforce"

ka02R000000kV3tQAE_0EM44000000QHP2.png

3. Input the name of the DSN and login URL of Salesforce environment as shown below:

ka02R000000kV3tQAE_0EM44000000QHP7.png

Without graphic interface:
1.   On the Linux machine that hosts Intelligence Server, browse to HOME_PATH where HOME_PATH is the Home Directory during installation.
2.   Open the odbc.ini.example file and find the section that starts with . Copy this section into the odbc.ini file. An example is as follows:


[ODBC Data Sources]
test_Salesforce=Strategy ODBC Driver for Salesforce
 
[test_Salesforce]
Driver=<ODBCLIBPATH>/MYsfrcXX.so
Description=Strategy ODBC Driver for Salesforce
ApplicationUsingThreads=1
BulkLoadAsync=0
BulkLoadBatchSize=1024
BulkLoadConcurrencyMode=1
BulkLoadPollInterval=10
BulkLoadThreshold=4000
BulkLoadTimeout=0
ConnectionReset=0
ConfigOptions=AuditColumns=AuditOnly;MapSystemColumnNames=0;CustomSuffix=Include
CreateDB=2
Database=
Extended Options=
FetchSize=160
HostName=
InitializationString=
JVMArgs=-Xmx256m
JVMClasspath=<ODBCLIBPATH>/sforce.jar
LoadBalanceTimeout=0
LogConfigFile=
LogonDomain=
LoginTimeout=15
LogonID=
MaxPoolSize=100
MinPoolSize=0
Password=
Pooling=0
ProxyHost=
ProxyPassword=
ProxyPort=
ProxyUser=
QueryTimeout=0
ReportCodepageConversionErrors=0
ReadOnly=0
RefreshDirtyCache=0
SecurityToken=
StmtCallLimit=0
StmtCallLimitBehavior=1
TransactionMode=1
WSFetchSize=0
WSRetryCount=0
WSTimeout=120

Here is one sample Salesforce DSN created with Connectivity Wizard graphic interface:
 

[ODBC Data Sources]
test_salesforce=Strategy ODBC Driver for Salesforce

​[test_salesforce]
ApplicationUsingThreads=1
CreateDB=2
Description=Strategy ODBC Driver for Salesforce
WSFetchSize=0
Driver=/home/104HF4/install/lib/MYsfrcXX.so
LogConfigFile=
LogonDomain=
FetchSize=160
WSTimeout=120
SecurityToken=
CustomSuffix=Strip
JVMClasspath=/home/104HF4/install/lib/mongodb.jar:/home/104HF4/install/lib/sforce.jar
JVMArgs=-Xmx256m -Dhttps.protocols=TLSv1.1,TLSv1.2
InitializationString=
LoginTimeout=15
TransactionMode=1
Extended Options=
Database=
StmtCallLimitBehavior=1
WSRetryCount=0
StmtCallLimit=0
QueryTimeout=0
ConfigOptions=AuditColumns=AuditOnly;MapSystemColumnNames=0;CustomSuffix=Strip
HostName=login.salesforce.com


 
3.   Edit the DSN name if necessary, and type the host name of login.salesforce.com.
4.   Save the odbc.ini file.
5.   Restart Intelligence Server.
6.   Log in to a Windows machine and create a database instance in Strategy.
 i) Go to the Database Instance Manager and edit the warehouse Database Instance or create a new warehouse Database Instance.
 ii) In the Database connection type select "Salesforce", as shown below:
 

ka02R000000kV3tQAE_0EM440000002HPu.png

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

ka02R000000kV3tQAE_0EM440000002HPw.png

 iv) Select the DSN created at Step #2 and #3 as shown below:
 

ka02R000000kV3tQAE_0EM440000002HPv.png

 v) Edit an existing Database Login Name or create a new Database Login Name.
 vi) 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.
 
KB439548


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Knowledge Article

Published:

January 30, 2018

Last Updated:

December 6, 2018