MICROSTRATEGY 9.3 Supplement Files Setup Transaction Services for Dashboard and App Developers

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1 NOTE: You can use these instructions to configure instructor and student machines. Software Required Microsoft Access 2007, 2010 MicroStrategy 9.3 Microsoft SQL Server Express 2008 R2 (free from Microsoft) Microsoft IIS NOTE: All instructions are written for Microsoft Windows 7 Operating System. The paths and steps will differ if you are using Microsoft Windows XP Professional Edition, SP3 Ensure all required MicroStrategy products are installed by following the installation instructions. Supplement Files Setup 1. Create the following directory on each student machine: C:\ MSTR\Transaction Services. 2. Extract the Transaction Services.zip file to C:\MSTR\Transaction Services. You should see the following files: Transaction_Services_MD.mdb WorkshopImages.zip Transaction_Services_Files.zip 3. In the C:\MSTR\Transaction Services folder, extract the contents of the WorkshopImages.zip and Transaction_Services_Files.zip to the C:\MSTR\Transaction Services folder. NOTE: Make sure that all files are placed directly in the Transaction Services folder, not in the subdirectories. Page 1

2 Create Transactional Database 1. In Microsoft SQL Server Express 2008 R2, create a new database named Transactional Database. NOTE: If you name the database differently, then the script below will have to be changed accordingly. 2. Use the Create Transactional Database Tables Student.sql script (that you extracted in Part I) to create and populate tables in the Transactional Database. a. To execute the script, in the Microsoft SQL Server Management Studio, on the toolbar, click Open File. b. In the Open File window, browse to the C:\ MSTR\Transaction Services folder and select the Create Transactional Database Tables Student.sql script and click Open. c. On the toolbar, click Execute. Page 2

3 NOTE: After you have executed the script, verify that the Transactional Database contains the following tables: Create DSN to the Warehouse 1. Create an ODBC SQL Server DSN named Transaction_Services_WH that connects to the Transactional Database in the SQL Server. NOTE: Use the SQL Server driver. Use Machine_Name\SQLEXPRESS as a server name. NOTE: Use SQL Server Authentication. Make sure to use sa and Training as the login and password; otherwise the exercises will not work as intended. NOTE: Change the default database to Transactional Database. Page 3

4 Create ODBC DSN to the Custom Metadata 1. Create a System DSN named Transaction_Services_MD that connects to the Transaction_Services_MD.mdb database in the C:\MSTR\Transaction Services folder. NOTE: Use the Microsoft Access Driver (*.mdb, *.accdb) Access driver. Reconfigure Intelligence Server to Point to the Custom Metadata 1. On the Start menu, select All Programs, then select MicroStrategy, and then select Configuration Wizard. 2. In the Configuration Wizard window, click Configure Intelligence Server. 3. Click Next. 4. In the Server Configuration: Metadata Connection window, in the DSN dropdown list, select Transaction_Services_MD. 5. Click Next. 6. In the Server Configuration: MicroStrategy Authentication window, leave the Username as Administrator and the Password blank. 7. Click Next. 8. In the Server Configuration: Server Definitions window, click Use the selected Server Definition as active. 9. In the Existing Server Definitions list, select TS_MD. 10. Click Next. 11. In the Server Configuration: Settings window, select the Start Intelligence Server when finished check box to start Intelligence Server automatically after you complete the server definition configuration. 12. Click Next. 13. In the Server Configuration: SSL Connection window, click Next. 14. In the Summary window, click Finish. Page 4

5 15. In the Configuration Wizard window, click Close. 16. In the Configuration Wizard window, click Exit. Add Custom Images 1. Copy all the images from the C:\MSTR\Transaction Services folder to the following location: C:\Program Files (x86)\microstrategy\web ASPx\images NOTE: There should be five images: NOTE: You may have to restart the MicroStrategyWebPool application pool and clear the temporary internet files in the browser to see the images in MicroStrategy Web. Page 5