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Connecting QuerySurge to Strategy (REST endpoint) (Versions: 10.3+)

QuerySurge's end-to-end data testing solution provides testing of all legs in the ETL process, and the QuerySurge BI Tester data source feature extends the solution to the Business Intelligence layer. BI Tester for Strategy (formerly MicroStrategy) REST allows QA team members to automate the process of retrieving data from Strategy Dashboard (formerly Dossier) and validating it against any supported data source. Users can use powerful SQL syntax to query the data query layer of Dashboards, compare Dashboard data to data from upstream or downstream systems, create suites of multiple Dashboard tests, and schedule tests for execution according to BI system availability.

For a Strategy REST connection, you will need the following information (check with a Strategy  administrator or other knowledgeable resource in your organization):

  • Server Version
  • Server Hostname/IP and Port
  • Username and Password
  • Authentication Type (Standard, LDAP, Anonymous)
  • Service Path
  • Project Name

Note: QuerySurge's BI Tester feature is licensed separately. Contact QuerySurge Sales for information.

Note: The ‘Strategy REST’ Connection is a different connection type than the ‘Strategy’ Connection and has different capabilities for querying through QuerySurge. For information on the ‘Strategy’ Connection type, follow this link for Connecting QuerySurge to Strategy.

Connect to Strategy REST

1. Log into QuerySurge as an Admin user. Navigate to the QuerySurge Admin view.

2. To configure a Strategy Connection, select Configuration > Connection in the Admin view tree (at the left).

3. Click on the Add button at the bottom left of the main panel to launch the Connection Wizard. Check the Advanced Mode checkbox. Click Next.

cw_advanced.png

4. Provide a name for your Connection. Then, select "BI Tester: Strategy REST" as the Data Source.
mstrrest1.png

5. Once you have selected your BI Tester Data Source, the Wizard will tell you what information you are likely to need in order to create your Connection. Once you have collected this information, you are ready to click Next.
mstrrest2.png
 

6. Provide the connection information to your Strategy server. All fields are required to
 

REST Details:

  1.  
    1.  
      • Server Name/IP: The host name or IP address of the Strategy REST server
      • Port: The port which the RESTful web service is installed on (Normally 80 or 8080)
      • Service Path: The installed service URL path for Strategy RESTful Web Service. The default path is ‘/MicroStrategyLibrary’
      • Project Name: Name of the project which data should be extracted from
      • Version: Current version of Strategy

Strategy Credentials:

  1.  
    1.  
      • Auth Type: Authorization type, currently QuerySurge supports Standard, LDAP and anonymous
      • Username: Username for connecting to Strategy 
      • Password: Password for account

mstrrest3.png

Note: QuerySurge only supports specific Strategy versions at this time. If your version does not appear in the dropdown, contact QuerySurge Support to see if there are any options.

7. In the Advanced Mode, several additional options are available. Adjust these options as needed and click Next.

Max String Width: Maximum size of all "string" or "text" columns returned in a query on this connection. Values beyond this size will be truncated to fit. Defaults to 500 bytes.

Temporary Data Location: Whether data retrieved from Strategy should be processed in memory, or in a temporary file on disk. In Memory provides better performance, but requires enough Agent heap memory for the datasets to be queried through this connection. (See instructions for adjusting heap on Linux or Windows.) On Disk provides capacity for larger result sets at the expense of slower performance. Defaults to In Memory.

Protocol: When connecting to Strategy installations configured for SSL/TLS, select https to handle the encrypted traffic. Defaults to http.

mstrrest4.png

8. Click on the Test Connection button.

mstrrest5.png
Note: You must have an Agent running with the driver deployed for this Connection deployed in order to test the Connection.

9. Click the Save button to save the Connection.

10. Congratulations! You’ve created a QuerySurge Connection. Again, make sure that you have deployed the driver for this Connection to all your QuerySurge Agents. (See the Agent Installation Guide for Windows or Linux for instructions.)

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