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KB4552: How to duplicate a project's metadata in MicroStrategy Desktop 9.4.x - 10.x to a Microsoft Access file


Stefan Zepeda

Salesforce Solutions Architect • Strategy


SUMMARY:
This "How to " technical document describes the duplication of a project's metadata into a Microsoft Access file. 
To duplicate the project metadata to a Microsoft Access file, execute the following on the machine where a Strategy project source is already pointing to the project to transfer.

  • Create an empty metadata shell in an MicroSoft Access file
    1. Open Start > Programs > Strategy > Configuration Wizard
    2. Select 'Metadata Repository and Statistic Tables' and click on 'Next'
    3. Check 'Create Metadata Tables' only and click on 'Next'
    4. Select 'Configure Repository in an Access database'
    5. Optional - Users may want to change the location of the metadata shell file.
    6. Click on 'Next' and on 'Finish'
    7. Once the file is created, the Wizard automatically creates a Data Source Name (DSN) pointing to the MicroSoft Access File that will be required later.
    8. Users may now exit the Strategy Configuration Wizard.
  • Add a new Project Source and point to the metadata shell
     
    • Open Strategy Desktop 9.4.x - 10.x
    • Go to Tools -> Project Source Manager -> Add …
    • Add a project source with the following definition and click on 'OK':
ka02R000000kchfQAA_0EM440000002GI1.gif
    •  
      NOTE: The ODBC DSN 'MyRepository' has been created automatically by the Strategy Configuration Wizard. If users chose a different MS Access file name in Step 1 e) the DSN will be named like that file name.
       
    • Confim the blank Login/Password with 'Yes'
    • In the Project Source Manager click on 'OK' to exit the window. Note that in the left frame of Strategy Desktop users see the new Project Source called 'MS Access shell'
  • Duplicate the original project into the MS Access file
     
    • In Strategy Desktop 9.4.x - 10.x, go to the menu Schema -> Duplicate Project
    • Select the project source of the originial project to transfer
    • Login as Strategy Administrator and click on 'Next'
ka02R000000kchfQAA_0EM440000002GHt.gif
    • Choose one of the source projects and click on 'Next'
    • Select the destination project source which is 'MS Access shell' in our example
    • Login as Strategy Administrator. The password is <blank> by default. Click on 'Next'.
ka02R000000kchfQAA_0EM440000002GIC.gif
    • Optional - Rename the destination project and click on 'Next'
    • In the Process Options, keep the defaults and click on 'Next'
    • In the Viewing Options, keep the defaults and click on 'Next'
    • In the Log Options, keep the defaults and click on 'Next'. Users may be prompted to overwrite existing log files. Confirm that questions with 'Yes to all'.
    • Trigger the duplication process with the 'Finish' button in the Summary window
ka02R000000kchfQAA_0EM440000002GHu.gif
    • The duplication process may last for several hours depending on the size of the project and on the hardware. Once the duplication is finished click on 'OK'
    • The metadata has now been transferred to the MS Access file MyRepository.mdb. By default, this file is located in C:\Program Files\Common Files\Strategy as indicated in Step 1 e)
  • If users would like to transfer the file to another machine or send it via e-mail, they should make sure to compress the file with WinZip or a similar tool as this may bring the file size down to about 10 percent of the original size.

 
 


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Knowledge Article

Published:

April 4, 2017

Last Updated:

April 4, 2017