How to Setup MicroStrategy 9 with VoiceObjects Analyzer

July 20th, 2009 by Martin Mauelshagen

The following text describes how to download, install and configure MicroStrategy and VoiceObjects Analyzer for MicroStrategy to properly work together.
Before we begin with the installation process itself you should take a moment and step through the prerequisites, so that everything needed is available for the setup.

Prerequisites & System Requirements:

  • VoiceObjects Analyzer for MicroStrategy 9 (download from the Developer Portal)
  • MicroStrategy 9 free reporting software (download from MicroStrategy – ~ 1,8 GB!)
    NOTE: Registration is required before you can download MicroStrategy 9.
    Once registered you will receive an email with a license key that must be entered during the installation process.
  • A Infostore repository with at least some logging data in it
  • Microsoft Office 2002 or higher
  • Acrobat Reader version 7 or higher
  • Adobe Flash Player version 9.0

Once you have completed collecting all the material we can start with the installation process.

Installation:

  1. Double-click the file MICROSTRATEGY9.exe to start the installation.
  2. Enter the license key you received from MicroStrategy.
  3. Follow the instructions and keep all default settings.
  4. Send activation request.
  5. Restart your computer.

After the installation you now need to activate and configure MicroStrategy properly.

Activation & Configuration

First open the “License Manager” from the start menu and switch to the tab “License Administration”. Click “Next” and select the option “Server Activation using Activation Code”. Now paste in the activation code you have received by email after you sent the activation request during the installation process of MicroStrategy.

License Manager

Click “Next” to finish the activation process.

Secondly you need to configure MicroStrategy to import the VoiceObjects Analyzer package and connect to your Infostore repository. If after restarting your machine the “Configuration Wizard” of MicroStrategy has not started automatically, you need to go to the start menu and open it manually. The “Configuration Wizard” is used to:

  • generate or update the metadata tables of MicroStrategy (as the downloaded package is already updated to MicroStrategy 9, this option can be skipped);
  • configure the MicroStrategy Intelligence Server;
  • create the connection to the project sources, which will be VoiceObjects Analyzer for MicroStrategy in our case.

Configuration Wizard Overview

  1. Select the option “MicroStrategy Intelligence Server”. Click “Next” to continue.Configuration Wizard IntelligenceServer
  2. On this screen the DSN (Data Source name) must be selected that represents the connection to the MicroStrategy metadata tables. Click “New” to define a new DSN.
  3. On the upcoming screen click “Next” to continue.Configuration Wizard IV
  4. Next, the appropriate driver for the DSN must be selected. Select “Other Relational Databases”. Click “Next” to continue.
    Configuration Wizard V
  5. Select the appropriate Microsoft Access driver, e.g.  “Microsoft Access Driver” if you have the English version of Microsoft Access installed. Click “Next” to continue.Configuration Wizard VI
  6. Define a name and description for the new DSN and click  “Select”. In the upcoming file dialog browse for the downloaded VoiceObjects Analyzer for MicroStrategy file (VoiceObjectsAnalyzer_forMicroStrategy_90.mdb) and click  “OK”.
  7. Click “OK” again to finally create this DSN.
  8. Back in the DSN screen you will find this new DSN selected. Click “Next” to continue.Configuration Wizard IntelligenceServerII
  9. If not already provided as default values use Administrator as user name and leave the password field empty. Click “Next” to continue.ConfigurationWizard IntelligenceServerIII
  10. Define a name for the new Intelligence Server, e.g. MicroStrategy. Click “Next” to continue.ConfigurationWizard IntelligenceServerIV
  11. Select the checkboxes “VoiceObjects Analyzer v9 R1″ in order to load the package on start-up and “Start Intelligence Server when finished” to start the Intelligence Server automatically after the configuration process. Click “Next” to continue.
  12. If a warning message pops up complaining about a missing DSN, this can be ignored. The missing DSN will be defined later in the configuration process.Server Summary
  13. Check the summary. Click “Finish” to finally start the configuration of the MicroStrategy Intelligence Server.
  14. After a successful configuration click “Close” to return to the Overview page of the Configuration Wizard.ConfigurationWizard Project
  15. Back on the Overview page select the option “Project Sources”. Click “Next” to continue.ConfigurationWizard Project II
  16. Define a name for the project source, e.g. VoiceObjects Analyzer, and select the option “MicroStrategy Intelligence Server (3 Tier)”. Click “Next” to continue.ConfigurationWizard Project III
  17. Select the machine on which your MicroStrategy Intelligence Server is running and provide the corresponding port number, if you have changed the default port. Click “Next” to continue.ConfigurationWizard Project IV
  18. Keep the default selection “Use login id and password entered by the user (standard authentication)”. Click “Next” to continue.ConfigurationWizard Project V
  19. Check the summary. Click “Finish” to finally start the creation of the new Project Source.
  20. After a successful configuration click “Close” to return to the Overview page of the Configuration Wizard.ConfigurationWizard Overview II
  21. Click “Exit” to close the Configuration Wizard.

Configure DSN to Infostore repository

As mentioned during the configuration of the MicroStrategy Intelligence Server, a DSN to the existing Infostore repository is needed. The VoiceObjects Analyzer for MicroStrategy package requires a DSN named Infostore_WH. Follow the steps described below in order to create this DSN.
NOTE: Depending on your Windows operating system, the steps might slightly differ from the description!

  1. Open the “Data Sources (ODBC)” window (Start -> Control Panel -> Administrative Tools -> Data Sources (ODBC)).
  2. Select the tab “System DSN”.
    odbc
  3. Click “Add” to create a new DSN
    NOTE: If no DSN´s are listed here (althoug one has already been created in the Intelligence Server configuration), this might indicate that you are running MicroStrategy 9 (32 bit software) on a 64 bit operating system. In this case you need to open the “ODBC Data Source Administrator” manually by starting the application [Windows]/SysWOW64/odbcad32.exe.
  4. Select the driver that corresponds to your RDBMS containing the Infostore repository. Click “Finish” to continue.
  5. CAUTION: Take care to use the name Infostore_WH for the new DSN, as otherwise the VoiceObjects Analyzer project cannot be connected to the data in your Infostore repository.
  6. Follow the steps depending on the selected driver to properly define the connection to your Infostore repository.

Test of MicroStrategy Configuration

Once the DSN to the Infostore repository has been created successfully, you can test your setup by doing the following:

  1. Open the MicroStrategy Desktop (Start -> All Programs -> MicroStrategy -> Desktop -> Desktop).
  2. Provide the login details as defined in the Intelligence Server configuration (default is Administrator and empty password).
  3. Open the Project Source “VoiceObjects Analyzer” (or any other name you have defined in the Project Source creation process).
  4. Open the project “VoiceObjects Analyzer v9 R1″.
  5. Expand the folder “Data Explorer” -> “Application” -> “Site” and check if an entry “System” will be offered. If this is the case the connection to the Infostore repository is working.DesktopTest

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One Response to “How to Setup MicroStrategy 9 with VoiceObjects Analyzer”

  1. Office 2007 Says:

    Great article, thanks for the share. Blog bookmarked :)

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