This section describes how to configure and access MicroStrategy reports from the Eagle Portal.
You can communicate with the MicroStrategy Server to access MicroStrategy reports from within Advanced Reports and the Eagle Portal. You can also create Value and Attribute Element prompts in MicroStrategy for use in the Eagle Portal. Single sign on (SSO) support is provided for MicroStrategy Advanced Reports and Eagle Portal queries.
About the MicroStrategy Server
You can configure Eagle to communicate with the MicroStrategy server. Once Eagle is configured, you can create an Advanced Report that refers to a MicroStrategy report.
Although you refer to a MicroStrategy report from within Advanced Reports, MicroStrategy reports are developed in the MicroStrategy product, and continue to be part of your MicroStrategy environment.
Eagle MicroStrategy integration means that you can build an Eagle event where the MicroStrategy report is the underlying event. For example, you can create an Advanced Report in Eagle’s Advanced Report module that refers to a MicroStrategy report within MicroStrategy.
To access MicroStrategy reports from Advanced Reports or the Eagle Portal, you must make configuration changes within Eagle. This allows Eagle to locate and communicate with the MicroStrategy server and navigate their project menus.
About MicroStrategy Integration
The following information is important to keep in mind for the Eagle Portal and MicroStrategy integration:
MicroStrategy offers interactivity within the query, including filtering, multiple dashboard levels, and navigation between reports using Selectors.
When using MicroStrategy queries in the Eagle Portal, Eagle recommends you do not use the right-click functionality available for some table fields that permits drilling, as used in MicroStrategy, through data hierarchies. If you do so, you cannot return to the upper level of the report. You have to rerun the query to regenerate the report.
You can export a MicroStrategy document in PDF and Excel format. When you export a MicroStrategy report in Excel format, the document's graphs become valid Excel graphs that you can configure, and the document's grids become regular cells in the spreadsheet.
Configure MicroStrategy Web
Before you configure the MicroStrategy Web server from Eagle, you must copy files from the Eagle plug-ins folder. You must be a licensed user to obtain access to this functionality.
Before you begin, if you are a licensed user, contact Eagle to obtain the plug-ins folder. Then, copy the plug-ins folder to the folder: \Program Files (x86)\MicroStrategy\Web ASPx\ on your MicroStrategy Web Server.
Eagle uses the MicroStrategy API to communicate with the Server.
Once the server configuration is completed, you can:
Access MicroStrategy Reporting project menus when creating advanced report rules.
Access MicroStrategy Reporting project menus when creating Portal queries.
Send report requests to MicroStrategy Reporting from Eagle's application server.
Have MicroStrategy Reporting interact directly with portal queries.
To configure the MicroStrategy server:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter MicroStrategy Server Configuration in the Start Search text box.
Click the MicroStrategy Server Configuration (System Management Center) link.
You see the MicroStrategy Server Configuration dialog box.
Complete the options on the MicroStrategy Server Configuration dialog box.
Option | Description |
API Web Server | Enter the name of the server machine where the MicroStrategy Web Application is installed for API. |
API Web Server Port | Enter the web port number used for the MicroStrategy Web Application. The default port is 80. |
Intelligence Server | Enter the name of the server machine where the MicroStrategy Intelligence Server is running. |
Intelligence Server Port | Enter the port number used for the MicroStrategy Intelligence Server. The default port is 34592. |
API Web URL | Enter the web URL used to execute MicroStrategy web tasks. This should point to the API Web Server. The format of the URL depends on if the web application is Windows based (ASP.NET) or Java (J2EE).
|
External MSTR Web URL | Enter the URL used to access MicroStrategy Web from outside the firewall. This is required in for Portal queries to communicate directly with MicroStrategy Web. The format of the URL depend on if the web application is Windows based (ASP.NET) or Java (J2EE).
|
Web Environment | MicroStrategy supports two versions of Web Application (ASP.NET and J2EE). Select a version from the dropdown. |
Authentication Mode | Select an option from the dropdown. Best practice is to select Standard. |
User | Enter the MicroStrategy user name used by the Eagle Advanced Reporting engine. Each MicroStrategy environment has a generic user name. Contact your MicroStrategy System Administrator if you do not know the user name. This user name is required, so that report requests can be validated within MicroStrategy. If you want to run Eagle Portal queries based on MicroStrategy reports, you must have an Eagle user name and password set up in MicroStrategy. Contact your MicroStrategy System Administrator for additional information. If you are only running Advanced Reports in the Eagle Portal, you do not have to establish MicroStrategy user credentials. |
Password | Enter the MicroStrategy password used by the Eagle Advanced Reporting engine. Each MicroStrategy environment has a generic password. Contact your MicroStrategy System Administrator if you do not know the password. This password is required, so that report requests can be validated within MicroStrategy. |
Projects | Select the MicroStrategy projects you want to access via Eagle from the Project dropdown. The list of projects comes from the MicroStrategy environment identified by the information you entered in the API Web Server field. |
Click OK to save your changes.
Manage Value Prompts and Attribute Element Prompts in MicroStrategy
Eagle uses MicroStrategy Value Prompts and Attribute Element Prompts to send input parameters to MicroStrategy while running reports.
A MicroStrategy report can contain no prompts, single, or multiple prompts. Reports containing single prompts use MicroStrategy Value prompts. Reports containing multiple prompts use MicroStrategy Attribute Element prompts.
A Value prompt allows you to pass a single value as in input to a MicroStrategy Report. When using a Value prompt, you first set up the prompt, and then set up a filter to use the Value prompt.
Create a Value Prompt
To create a Value prompt from the MicroStrategy desktop:
From the MicroStrategy Desktop, right click and select Prompt from the New menu.
You see the Prompt Generation Wizard.
Select the prompt type and click Next.
Figure 102: Prompt Generation Wizard - Select a Prompt
You see the second Prompt Generation Wizard dialog box.
Select a value prompt type and click Next. Prompt types include:
Date prompt. Allows users to filter for data related to a specific date or a range of dates.
Numeric prompt. Allows users to filter numeric data.
Text prompt. Allows users to filter text data.
Big Decimal prompt. Allows users to filter data based on a big decimal value for a metric.
Figure 103: Prompt Generation Wizard - Select a Value Prompt Type
You see the third Prompt Generation Wizard dialog box.
Enter a prompt title in the Title field. Enter instructions for the prompt in the Instructions field.
Select the Prompt answer required checkbox and click Next.
Figure 104: Prompt Generation Wizard Third Dialog Box
You see the fourth Prompt Generation Wizard dialog box.
Optionally, specify a default value and click Finish.
Figure 105: Prompt Generation Wizard Fourth Dialog Box
ou see the Save As dialog box.
Enter an Object Name and click Save.
Figure 106: Save As Dialog Box
Use Value Prompts in the Filter
To create a filter based on the value prompt from the MicroStrategy desktop:
From the MicroStrategy Desktop, right click and select Filter from the New menu.
You see New Filter dialog box.
Click OK to continue.
Figure 107: New Filter Dialog Box
You see the Filter Editor window.
Select the attribute in the left part of the window on which you want to create a Filter. Entity ID is selected in this example.
Figure 108: Filter Editor Window
Double click the selected attribute.
You see the Attribute Qualification dialog box.
Figure 109: Attribute Qualification Dialog Box
Make sure the appropriate prompt is selected in the left window. In the Qualify On field, select ID. In the Operator field, select Exactly.
Click OK.
You see the Filter window, displaying the resulting filter.
Click Save and Close.
Figure 110: Filter Dialog Box
You see the Save As Filter dialog box.
Enter a name for the object in the Object Name field, and click Save.
Manage Attribute Element Prompts
An Attribute Element prompt allows you to send an input to a MicroStrategy report consisting of multiple values. When you use an Attribute Element prompt, you first create a null filter, then create an Attribute Element prompt based on the null filter.
Create a Null Filter
To create a null filter from the MicroStrategy desktop:
From the MicroStrategy Desktop, right click and select Filter from the New menu.
You see the New Filter dialog box.
In the/New Filter dialog box, select Empty Filter and click OK.
You see the Attribute Qualification dialog box.
Select an Attribute from the Attribute list, and double-click it.
Figure 111: Attribute Qualification Dialog Box
In the Qualify On field, select ID. In the Operator field, select Is Null. Leave the Element List section empty. Click OK and then click Save and Close.
You see the Save Filter As dialog box.
Enter a name in the Object Name field. This example uses Entity ID as the Object Name. Click Save.
Next, complete the following procedure to create an Attribute Element prompt based on the Null Entity ID filter.
Create an Attribute Element Prompt Based on the Null Entity ID Filter
After you create a null filter, you create an Attribute Element prompt based on that filter.
To create an Attribute Element prompt from the MicroStrategy desktop:
From the MicroStrategy Desktop, right click and select Prompt from the New menu.
You see the Prompt Generation Wizard dialog box.
In the Filter definition prompt section, select Choose from an attribute element list and click Next.
Figure 112: Prompt Generation Wizard Dialog Box
You see the Second Prompt Generation dialog box.
In the Attribute field, select the attribute and click Next.
Figure 113: Second Prompt Generation Wizard Dialog Box
You see the third Prompt Generation Wizard dialog box.
Select Use a filter to reduce the number. Click the button to select a filter. Select Null Entity ID from the list of available filters that is displayed.
Figure 114: Third Prompt Generation Wizard Dialog Box
Click OK and then click Next.
You see the Fourth Prompt Generation dialog box.
Enter a title in the Title field. Enter any instructions in the Instructions field. The Instruction field text is displayed in MicroStrategy when you run the report.
Figure 115: Fourth Prompt Generation Wizard Dialog Box
Click Next.
You see the last Prompt Generation Wizard dialog box.
Optionally, add default prompt names, and click Finish.
Figure 116: Fifth Prompt Generation Wizard Dialog Box
You see the Save As dialog box.
Enter a prompt name and click Save.
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