Set up MicroStrategy

Configure authentication to set up a MicroStrategy connection in Atlan. You can choose between basic authentication using a username and password, or API token authentication for enhanced security.

Prerequisites

Before you begin, make sure you have:

• Access to your MicroStrategy Workstation
• A MicroStrategy administrator to help if you don't have the required permissions yourself
• For basic authentication: The ability to create a user account with appropriate permissions
• For API token authentication: A user account with one of the following privileges:
  • DssPrivilegesGenerateAPITokens (299)
  • DssPrivilegesUseUserManager

Configure authentication

Atlan supports two authentication methods for fetching metadata from MicroStrategy. Choose the authentication method that best fits your security requirements.

Basic authentication

You need to create a user in your MicroStrategy Workstation and assign minimum permissions for integrating with Atlan.

To create a new user for crawling MicroStrategy:

1. Open the Workstation window with the navigation pane in smart mode.

2. From the left navigation menu, click Users and Groups.

3. In the upper left of the Users and Groups page, click the Select an Environment dropdown and select your environment.

4. In the left menu of your selected environment, next to All Users, click the + button to create a new user.

5. In the Create New User dialog:

   1. For Account and Credentials, enter the following details:

      • For Full Name, enter a meaningful name for the new user.
      • For Email Address, enter an email address for the new user.
      • (Optional) For Description, enter a description.
      • For Username (Login), enter a username for the new user.
      • For Password, create a password for the new user and confirm it in the next step.
      • Check the User can't change password box to prevent the new user from changing their password.
      • Check the Active User box at the bottom left of the form.

   2. For User Groups, all users are automatically members of the Everyone group, which typically has read permission for most objects. To assign additional permissions:

      • In the top right of User Groups, click Manage User Group to add a new user group.
      • Click Update to confirm your selections.

   3. To assign user privileges, in the left menu, click Privileges and check the following boxes:

      • Use Architect Editors: For fetching attribute, fact, and table definitions
      • Use Library Web: For fetching project metadata
      • Web Report SQL: For fetching SQL statements
      • Web use Metric Editor: For fetching metric definitions
      • Web run Document: For fetching document definitions
      • Web run Dossier: For fetching dossier definitions

   4. Click Save to complete setup.

API token authentication

API token authentication provides enhanced security by using a generated token instead of username and password credentials. Each token is valid for 30 days and only one token can be active per user at a time.

To enable API token authentication in MicroStrategy:

1. Modify the authModes setting to include the value 4096 in your configOverride.properties file within the Strategy Library application.

   Alternatively, you can add this via the PUT /api/mstrServices/library/auth endpoint.

2. Restart the Library Web Server to apply the changes.

3. Generate an API token:

• Create a session from the Library to obtain the X-MSTR-AuthToken:

  • Use the /api/auth/login endpoint to retrieve this token.

• Use the X-MSTR-AuthToken to call the /api/auth/apiTokens endpoint:

  • For the current user: Leave the request body blank or use an empty object {}.
  • For another user: Include the user ID in the request body.

• The API generates a token that you can use to authenticate with Atlan.

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Next steps

• Crawl MicroStrategy: Configure and run the crawler to extract metadata from MicroStrategy