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KB47042: How to migrate addresses from a Narrowcast Subscription Book Repository to another one (or from one user in the Subscription Portal to another user) in MicroStrategy 9.x - 10.x?


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This article explains how to migrate address from a Narrowcast Subscription Book Repository to another one.

QUESTION:
How to migrate addresses from a Narrowcast Subscription Book Repository to another one (or from one user in the Subscription Portal to another user) in Strategy 9.x - 10.x?
 
ANSWER:
Currently, an out-of-the-box method for migrating Narrowcast addresses from one Subscription Book Respository to another does not exist. However, Strategy Command Manager and Microsoft Excel can be combined to accomplish this task. The steps to do so are as follows:

  1. In Command Manager, click on the arrow located on the right of the "Connect" icon and select "Narrowcast Metadata". This will open the NCS Authentication Dialog.
  2. Select the Data Source Name that is used to connect to the Narrowcast Object Repository containing the source Subscription Book Repository and click OK.
  3. Click the "Outlines" icon and go to "Subscription_Book_Outlines".
  4. Select "List_SBR_Addresses_Outline" and run the command for any user that requires to migrate addresses.
  5. Export the results to Excel (this can be done by right-clicking the result area).
  6. Back in Command Manager, open the outlines and copy the "Create_SBR_Address_Outline" to paste it into Microsoft Excel.
  7. Modify the "Create_SBR_Address_Outline" pasted in Excel to convert it to a formula using the values of the results exported to the cells. For example: 
    
    =CONCATENATE("CREATE ADDRESS ", CHAR(34), A2, CHAR(34), " FOR USER X", " PHYSICALADDRESS ", CHAR(34), B2, CHAR(34), " ADDRESSDISPLAY ",CHAR(34), B2, CHAR(34), " DELIVERYDEVICE ", CHAR(34), C2, CHAR(34) ... )

    
    CREATE ADDRESS "MSTR" FOR USER "New USER"  PHYSICALADDRESS " example@company.com" ADDRESSDISPLAY "example name" DELIVERYDEVICE "Generic e-mail client" ... ;

  8. Copy and paste the newly created formula over all the rows containing addresses so all the necessary Command Manager CREATE ADDRESS scripts are auto-generated.
  9. Use Command Manager to connect to the target Narrowcast Object Repository where all the addresses will be copied and run all the CREATE ADDRESS scripts created in step 8. 

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Knowledge Article

Published:

April 7, 2017

Last Updated:

April 7, 2017