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Strategy

The Strategy connector for rudol allows you to connect your Strategy instance and discover catalog items and their lineage through the Strategy REST API.

Prerequisites​

  • Strategy instance with REST API enabled. For the latest versions, the API is enabled by default.
  • To validate that the API is enabled, you can perform this quick test:
    • Go to https://your-strategy-server/MicroStrategyLibrary/api-docs
    • If it automatically redirects to /index.html and you see your Strategy API REST Explorer, then it's enabled.
info

For more information, check the Strategy REST API Documentation.

Connection parameters​

NameTypeDescription
Base URLURLHostname of your Strategy instance. Example: https://env-asdqwe.cloud.strategy.com/MicroStrategyLibrary/api
UsernametextStrategy user name
PasswordpasswordStrategy user password
Projectstext(Optional) Comma-separated list of project IDs to include in the catalog

How to create a user for Rudol on Strategy?​

You should create a new user in Strategy and assign minimum permissions to integrate it with Rudol.

By default, users are added to the "Everyone" group, so it's important to add the user to a new group with access only to the projects you want to include in Rudol.

Minimum required privileges​

The Rudol user needs the following minimum privileges:

  • Use Architect Editors - for attributes, facts, and table definitions
  • Use Library Web - for project metadata
  • Web Report SQL - to discover SQL statements
  • Web use Metric Editor - for metric definitions
  • Web run Document - for document definitions
  • Web run Dossier - for dashboard/dossier definitions

Steps to create the user​

  1. Log in to Strategy as an administrator
  2. Navigate to Administration > User Manager
  3. Create a new user account for Rudol with a secure password
  4. Create a new security group or use an existing one with the minimum privileges listed above
  5. Add the Rudol user to this security group
  6. Grant the security group access to the specific projects you want to catalog in Rudol
  7. Save the username and password - these will be your connection parameters

Projects parameter (Optional)​

If you want to limit the metadata ingestion to specific projects:

  1. Navigate to the projects you want to include in Rudol
  2. Copy the Project ID from each project
  3. Enter the Project IDs as a comma-separated list in the Projects connection parameter

If you leave the Projects parameter empty, Rudol will attempt to discover metadata from all projects the user has access to.