## Crawl MicroStrategy

URL: https://docs.atlan.com/apps/connectors/business-intelligence/microstrategy/how-tos/crawl-microstrategy

> Extract metadata from MicroStrategy to catalog reports, dashboards, and metrics. Discover and govern your BI assets after configuring authentication.

Extract metadata from your [MicroStrategy](https://docs.atlan.com/llms/connectors/microstrategy/set-up-microstrategy/llms.txt) instance into Atlan to catalog reports, dashboards, and metrics. After configuring the necessary authentication, you can establish a connection and crawl to extract usage and lineage information.

## Prerequisites

Before you begin, make sure you have:

* [Configured MicroStrategy authentication](https://docs.atlan.com/llms/connectors/microstrategy/set-up-microstrategy/llms.txt) 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](https://docs.atlan.com/llms/catalog/connector-capabilities/order-workflows/llms.txt) to understand the crawl workflow.

## Create crawler workflow

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

1. In your Atlan workspace, click **Connectors** in the left sidebar.
 * If you are using the **Old UI (Classic)**, click **New Workflow** in the top navigation.

2. Click **Marketplace**.

3. Search for **MicroStrategy Assets** and select it.

4. Click **Install**.

5. Once installation completes, click **Setup Workflow** on the same tile.

### Choose authentication

Enter your MicroStrategy credentials using the authentication method you configured during [setup](https://docs.atlan.com/llms/connectors/microstrategy/set-up-microstrategy/llms.txt):

### 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](https://docs.atlan.com/llms/connectors/microstrategy/preflight-checks-for-microstrategy/llms.txt) 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?](https://docs.atlan.com/llms/connectors/microstrategy/what-does-atlan-crawl-from-microstrategy/llms.txt): Learn what assets and metadata Atlan extracts from MicroStrategy.
* [Preflight checks for MicroStrategy](https://docs.atlan.com/llms/connectors/microstrategy/preflight-checks-for-microstrategy/llms.txt): Technical validations and requirements for a successful crawl.

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