Crawl MicroStrategy

Establish a connection and crawl metadata from your MicroStrategy instance. Once you have configured MicroStrategy authentication, you can create a crawler workflow to extract and catalog your MicroStrategy assets in Atlan.

Prerequisites

Before you begin, make sure you have:

• Configured MicroStrategy authentication using either basic authentication or API token authentication
• Your MicroStrategy credentials (username and password, or API token) ready to enter in Atlan
• Reviewed the order of operations to understand the crawl workflow.

Create crawler workflow

To begin creating a crawler workflow, select MicroStrategy as your source:

1. In the top right of any screen in Atlan, navigate to +New and click New Workflow.
2. From the Marketplace page, click MicroStrategy Assets.
3. In the right panel, click Setup Workflow.

Choose authentication

Enter your MicroStrategy credentials using the authentication method you configured during setup:

Basic authentication

To use basic authentication:

1. For Host, enter the hostname of your MicroStrategy instance.
2. For Authentication, select Basic Authentication (this is the default).
3. For Username, enter the username you created for the instance.
4. For Password, enter the password for the username.
5. Click the Test Authentication button to confirm connectivity to MicroStrategy.
6. Once authentication is successful, navigate to the bottom of the screen and click Next.

API token authentication

To use API token authentication:

1. For Host, enter the hostname of your MicroStrategy instance.
2. For Authentication, select API Token.
3. For API Token, enter the API token you generated from MicroStrategy.
4. Click the Test Authentication button to confirm connectivity to MicroStrategy.
5. Once authentication is successful, navigate to the bottom of the screen and click Next.

Configure connection

Specify connection details to identify and manage this MicroStrategy connection in Atlan. If you don't specify any user or group as Connection Admins, no one can manage the connection—not even admins.

1. Provide a Connection Name that represents your source environment. For example, you might use values like production, development, gold, or analytics.

2. To change the users who are able to manage this connection, change the users or groups listed under Connection Admins.

3. Navigate to the bottom of the screen and click Next to proceed.

Configure crawler

Customize which MicroStrategy assets to include or exclude from the crawl. If an asset appears in both the include and exclude filters, the exclude filter takes precedence.

On the Metadata page, you can override the defaults for any of these options:

• To select the assets you want to include in crawling, click Include Projects. This defaults to all assets if none are specified.
• To select the assets you want to exclude from crawling, click Exclude Projects. This defaults to no assets if none are specified.

Run crawler

Execute the crawler to extract metadata from your MicroStrategy instance:

1. To check for any permissions or other configuration issues before running the crawler, click Preflight checks.

2. You can either:

   • To run the crawler once immediately, click the Run button at the bottom of the screen.
   • To schedule the crawler to run hourly, daily, weekly, or monthly, click the Schedule & Run button at the bottom of the screen.

Once the crawler completes, the assets appear on Atlan's asset page! 🎉

See also

• What does Atlan crawl from MicroStrategy?: Learn what assets and metadata Atlan extracts from MicroStrategy.
• Preflight checks for MicroStrategy: Technical validations and requirements for a successful crawl.