Getting Started Guide

Transcription

1 Getting tarted Guide ervice ack 1 The ower of ntelligent -Business 1

2 This oftware and Documentation are provided as is and without express or limited warranty of any kind by either Microtrategy, nc. or anyone who has been involved in the creation, production, or distribution of the oftware or Documentation, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. The entire risk as to the quality and performance of the oftware and Documentation is with you. hould the oftware or Documentation prove defective, you (and not Microtrategy, nc. or anyone else who has been involved with the creation, production, or distribution of the oftware or Documentation) assume the entire cost of all necessary servicing, repair, or correction. ome states do not allow the exclusion of implied warranties, so the above exclusion may not apply to you. n no event will Microtrategy, nc. or any other person involved with the creation, production, or distribution of the oftware be liable to you on account of any claim for damage, including any lost profits, lost savings, or other special, incidental, consequential, or exemplary damages, including but not limited to any damages assessed against or paid by you to any third party, arising from the use, inability to use, quality, or performance of such oftware and Documentation, even if Microtrategy, nc. or any such other person or entity has been advised of the possibility of such damages, or for the claim by any other party. n addition, Microtrategy, nc. or any other person involved in the creation, production, or distribution of the oftware shall not be liable for any claim by you or any other party for damages arising from the use, inability to use, quality, or performance of such oftware and Documentation, based upon principles of contract warranty, negligence, strict liability for the negligence of indemnity or contribution, the failure of any remedy to achieve its essential purpose, or otherwise. The entire liability of Microtrategy, nc. and your exclusive remedy shall not exceed, at the option of Microtrategy, nc., either a full refund of the price paid, or replacement of the oftware. o oral or written information given out expands the liability of Microtrategy, nc. beyond that specified in the above limitation of liability. ome states do not allow the limitation or exclusion of liability for incidental or consequential damages, so the above limitation may not apply to you. Copyright 2000, Microtrategy ncorporated. ll rights reserved. The information contained in this manual (the Documentation) and the oftware are copyrighted and all rights are reserved by Microtrategy, nc. Microtrategy, nc. reserves the right to make periodic modifications to the oftware or the Documentation without obligation to notify any person or entity of such revision. Copying, duplicating, selling, or otherwise distributing any part of the oftware or Documentation without prior written consent of an authorized representative of Microtrategy, nc. are prohibited. U.. Government Restricted Rights. t is acknowledged that the oftware and Documentation were developed at private expense, that no part is public domain, and that the oftware and Documentation are Commercial Computer oftware provided with RTRCTD RGHT under Federal cquisition Regulations and agency supplements to them. Use, duplication, or disclosure by the U.. Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer oftware clause at DFR et. seq. or subparagraphs (c)(1) and (2) of the Commercial Computer oftware Restricted Rights at FR , as applicable. Contractor is Microtrategy, nc., 8000 Towers Crescent Drive, Vienna, Virginia Rights are reserved under copyright laws of the United tates with respect to unpublished portions of the oftware. Microtrategy dministrator, Microtrategy gent, Microtrategy rchitect, Microtrategy Broadcaster, Microtrategy Desktop, Microtrategy ntelligence erver, Microtrategy DK, Microtrategy Telecaster, Microtrategy Transactor and Microtrategy Web are trademarks of Microtrategy, nc. Microsoft, Windows, Windows T, Word, xcel, ccess, and QL erver are trademarks of Microsoft Corporation. ther names may be trademarks of their respective companies ublished ugust

3 iii Contents ection Concepts 1 Chapter 1 Getting tarted with Microtrategy 7 3 ystem overview 3 Users and tasks 4 Tools 4 nvironments 5 ystem features 6 Login, security, user management 6 Microtrategy Desktop 7 Microtrategy ntelligence erver 8 Microtrategy Web 9 ecurity features 10 nternational support 11 User-interface support 11 User-documentation support 11 Using the documentation 12 nformation structure 12 resentation guidelines 12 User assistance 13 nline help 13 nline documentation 13 Technical support 13 Feedback 16 ection nterface 17 Chapter 2 The Microtrategy Desktop Window 19 Microtrategy Desktop layout 20 The menu bar 21 The toolbar 24 Chapter 3 The earch for bjects dialog box 27 Usage 28 ame & Location searches 28 Date searches 29 bject Type searches 29 Contains searches 29 Contained By searches 29 wner searches 29

4 iv Contents Chapter 4 Desktop references 31 Contents 31 The Desktop tab 32 The General tab 32 The Reports tab 32 The nternational tab 32 Tab functions 33 Chapter 5 Microtrategy 7 roject ource Manager 35 roject ource Manager layout 35 Connection tab options 36 dvanced tab options 36 ection How do...? 39 Chapter 6 Microtrategy 7 Function ccess 41 ccess the ttribute Creation Wizard 41 ccess the Change assword dialog box 41 ccess the Microtrategy ntelligence erver Configuration dialog box 41 ccess the Consolidation ditor 42 ccess the Custom Group ditor 42 ccess the Database nstance Wizard 42 ccess the Diagnostics dialog box 42 ccess the Document ditor 43 ccess the vent Viewer 43 ccess the Fact Creation Wizard 43 ccess the Filter ditor 43 ccess the mport T User dialog box 43 ccess the Link T User dialog box 44 ccess the User Manager ntegrity Checker 44 ccess the Metric ditor 44 ccess the roject Creation ssistant 44 ccess the Template ditor 45 ccess the roject Configuration dialog box 45 ccess the roject Duplication Wizard 45 ccess the roject ource Manager 45 ccess the rompt Generation Wizard 46 ccess the roperties for an object 46 ccess the Report ditor 46 ccess the chema Update dialog 46 ccess the earch ditor 46 ccess the ecurity Roles dialog box 47

5 Contents v ccess the Warehouse Catalog dialog box 47 ccess Microtrategy Desktop references 47 Run a report 47 Chapter 7 earches 49 ccess the earch ditor 49 earch by Contained By criteria 49 earch by Contains criteria 50 earch by Date criteria 50 earch by ame & Location criteria 51 earch by bject Type criteria 51 earch by wner criteria 52 Chapter 8 Microtrategy Desktop references 53 Customize report execution default mode 53 nable home page customization 53 nable report history options 54 nable Data xplorer 54 Request display of filter details 55 elect a language for the Microtrategy 7 user interface 55 elect browsing options 56 Use object templates 57 Chapter 9 Microtrategy 7 roject ource Manager 59 Connect to a project source 59 Create a connection to a pre-7.0 project 59 Create a project source connection in 2-tier mode 60 Create a project source connection in 3-tier mode 60 Delete an existing project source connection 61 Modify an existing project source connection 61 elect, add, or modify a project source 62 pecify the authentication mode for project users 63 ection V ppendixes 65 Reference by user 67 Reference by tool 68 Reference by editor 68 Reference by wizard 70 Reference by dialog 71 What is VMall? 75 rocess and tructure 76 rganization 76

6 vi Contents enior fficers 76 Financial 77 perations 78 Marketing 79 ales 80 Users 81 roduct hierarchy model 83 Customers hierarchy model 84 ales hierarchy model 84 Time hierarchy model 85 romotions hierarchy model 85 roduct schema 87 Customer schema 88 ales schema 89 Time schema 90 Qualities and Transformations schema 90 Fact Table schema 91 ection V Microtrategy 7 Glossary of Terms 93 Microtrategy 7 Glossary of Terms 95 ection V ndex 119

7 CT Concepts C C T Topics included in this section: Getting tarted with Microtrategy 7 1

8 C C T 2 ection Concepts

9 1 Microtrategy 7 CHTR 1 Getting tarted with C C T Microtrategy 7 is the latest generation Microtrategy product suite. This document is intended to introduce the salient Microtrategy 7 features and capabilities, and provide a reference for accessing information addressing specific tasks for identified users and purposes. 1RWHÃn the context of user-centric information, Microtrategy comprises three primary components: Microtrategy Desktop enables all tasks related to report creation. Microtrategy Web includes all the functionality necessary for report display and manipulation in a web environment. Microtrategy ntelligence erver provides the means for implementing virtually all Microtrategy 7 system capabilities. ystem overview The Microtrategy 7 system architecture blurs distinctions between Web and Windows client interfaces, and between analytical processing capabilities of different database types. Tasks associated with database management, as well as those related to report design, creation, and use, are greatly facilitated by the tools that Microtrategy 7 makes available. The paragraphs that follow address the users identified for the MicroTrategy 7 product family, as well as the functions associated with each. 3

10 C C T 1RWHÃThe user interface of all Microtrategy Desktop products adheres to the format and behavior of Windows T, and the user documentation supporting those products reflects this fact. t is expected, therefore, that you be familiar with the fundamentals of Windows T user interfaces before using a Microtrategy Desktop product or consulting the user documentation associated with it. Users and tasks The content of this information unit is intended for all Microtrategy 7 product users. These users have been identified as follows: analyst: accesses, displays, and modifies reports. Generates report requirements for analysis purposes. May receive information via such devices as alphanumeric pagers, fax machines, and . s not required to understand how data is gathered or delivered. report designer: uses objects provided by Microtrategy Desktop to create grid and graph reports for decision-support purposes. s not required to understand the dimensional model or the decision-support capabilities of the system. project designer: creates objects for analysis use. s familiar with the application model and the functionality of system tools. Documents and distributes pertinent findings to other users. Typically, accesses the decision support environment on a daily basis. administrator: installs and configures the decision support system, defines users and user groups, and assigns login accounts and privileges. Monitors, analyzes, and tunes the system to ensure the smooth and balanced operation of the decision support environment. developer builds customized applications that reflect enterprise-wide decision support requirements. Uses programming languages such as Visual Basic, Visual C++, owerbuilder, Delphi, and the MicroTrategy 7 CM for this work. Tools Microtrategy Desktop provides an extensive array of tools for the creation, modification, and display of reports and associated data. These tools, which are available as options you can select once you have accessed a Microtrategy project, are classified as: editors, which have the same look-and-feel as typical Windows T displays, with similar menu bars, toolbars, and so on 4 Chapter 1 Getting tarted with Microtrategy 7

11 wizards, which allow you to define or modify certain report components, either by selection or by entering data through a series of option pages, hiding much of the complexity that would otherwise be present in report generation dialogs, which can be either stand-alone or part of an editor or wizard, and permit you to provide, through data exchanges, specific information needed by the system C C T nvironments f you are a Microtrategy 7 product user, you work in either a Microtrategy Desktop environment or a Microtrategy Web one. Both offer high scalability, security, and functionality. Following are descriptions of the salient features and function of each. 0LFUR6WUDWHJ\Ã'HVWR Microtrategy Desktop fully exploits the system functionality provided by Windows T. When you access the system, Desktop provides the entire range of projects and project components to which you have access authorization, and allows you to select objects on which you can work. s you select project components, you immediately have available functionality for: project creation, duplication, and upgrading data warehouse browsing project schema modification (based on existing projects) attribute and fact creation system-wide searching These functions are implemented through the editors, wizards, and dialogs listed under Tools, above. 0LFUR6WUDWHJ\Ã:H Microtrategy Web, aside from providing an easy-access, low-cost environment for report display and handling, offers a number of unique features, including: simplified project and account setup and maintenance system-load balancing through the use of multiple, clustered servers a simple, highly intuitive user interface the capability to display very large reports the capability to display multiple reports on a single document ystem overview 5

12 C C T the capability to mix grid and graph report types universal structure compatibility through the use of an XML architecture universal browser, operating system, and firewall support 7KHÃ0LFUR6WUDWHJ\Ã,QWHLJHQFHÃ6HUYHU The heart of a Microtrategy 7 system is the Microtrategy ntelligence erver, which provides the capability to monitor, control, and troubleshoot nearly every aspect of a decision support system, regardless of size. The functionality of the Microtrategy ntelligence erver allows system administrators to effectively: manage connectivity at the user, project, and database levels coordinate and prioritize system traffic maximize resource efficiency in the completion of user requests create and manage schedules control system security monitor, analyze, and fine-tune system activity on a daily basis ystem features Login, security, user management integration with the Windows T Trusted ecurity model automatic password expiration password change control guest-user management (Browse and xecute functions) user-access control for each project in the server security roles, security filters, user privileges top- and bottom-range attribute support access-control lists access-control-list (CL) inheritance object ownership 6 Chapter 1 Getting tarted with Microtrategy 7

13 Microtrategy Desktop multi-purpose application environment capability for multiple servers in the same application capability for multiple projects on one server capability to store and handle folders within folders capability to prompt on most available objects capability for attribute-to-attribute comparison customizable web home pages for users and projects object caching element caching incremental element fetching fully customizable hierarchy navigation paths advanced search capabilities auto-style functionality for grid reports age By functionality for grid reports advanced ubtotals functions improved report printing additional printing options wizard-driven prompt generation default prompt answers relationship filtering custom VLDB settings for metrics Custom Group functionality multiple attribute forms multiple attributes per transformation multiple expressions per attribute form incremental fetch range definition per attribute multiple expressions per fact multiple entry points per hierarchy editor-driven custom form expressions editor-driven custom fact expression custom attribute element filtering automatic and manual form expression mapping methods automatic and manual fact expression mapping methods C C T ystem features 7

14 C C T transformation expressions ( table-less transformations) metadata partition mapping definition result-set governing user session governing project monitoring database connection monitoring cache monitoring cluster monitoring importing users & user groups from Windows T importing users & user groups from flat files linking to Windows T users automatic password expiration privilege setting connection mapping point-and-click property modification QL preview function-level tracing for all components Monitoring Tool log File log Windows T vents log integration report templates filter templates metric templates Microtrategy ntelligence erver scalable, cluster-enabled, high performance capability sophisticated, powerful ntelligence engine integrated system security model, comprehensive access control full database connectivity analytical sophistication: full-featured, extensible analytical functions (standard, financial, and analytical libraries are included) custom analytical plug-in support custom group support 8 Chapter 1 Getting tarted with Microtrategy 7

15 enhanced consolidation capabilities enhanced totalling and subtotalling capabilities enhanced filtering logic, including relationship filters unique schema flexibility: rich schema abstraction layer unrestricted column names on fact and attribute definitions support for tar, nowflake, Hybrid, ormalized, Denormalized, and ggregated schemas segregation of dimension-related concepts from descriptions of underlying data. enterprise manageability: single management console to access multiple intelligence servers and projects diagnostic logging to the Windows T vent Monitor and log files ability to control all Microtrategy 7 functionality through the C C T Microtrategy Web high HTML deployability, fully independent from client internet browsers light, flexible architecture founded on XML ease of customization age By function capability ncremental Fetch capability report searching capability dynamic column-and row-flipping capability complete user- and group-level privilege control complete user- and group-level object-access control folder-in-folder functionality options to display grid and graph versions of a report on the same page unique prompt-related functions that include: customizable report templates attribute and metric templates capability to select minimum and maximum prompt values answer-list availability default-answer availability ystem features 9

16 C C T constant-value availability prompt title and description options definition reusability display restriction through element-list filtering ecurity features n a Microtrategy 7 environment, security can be regarded at three levels: database network and operating system application Microtrategy 7 provides the means to implement new security features while allowing full implementation of existing enterprise security measures. 'DWDDVHÃVHFXULW\ n addition to any security features provided by system servers, Microtrategy Desktop offers the capability to limit database access through security views (any one user may have access to only a portion of any one table). 1HWZRUÃDQGÃRHUDWLQJÃV\VWHÃVHFXULW\ Microtrategy 7 allows full implementation of existing network security (which affects computer access) and operating system security (which affects file and application access). $LFDWLRQÃVHFXULW\ Microtrategy Desktop provides three modes for users to authenticate user access to the system: standard (system login D and password) trusted (Windows T login and password) pass through (metadata login D and password) guest authentication (server login and password) 10 Chapter 1 Getting tarted with Microtrategy 7

17 6HUYHUÃFRQWUR n a Microtrategy environment, there are two types of access control: privileges (actions that any one user or user group may perform within the system) object access (objects, and access conditions to those objects, that any one user or user group has) C C T :HÃVHFXULW\ Microtrategy Web provides security features particularly suited to internet environments, including: special login access for casual users full integration with Windows T trusted access independence from downloadable code integration with Microtrategy ntelligence erver access control nternational support Both Microtrategy Desktop and Microtrategy Web support foreign languages. The level of support provided for a given language depends on the anticipated user set associated with that language. language can be supported at the user interface or at the userdocumentation level. User-interface support For each language supported at the user-interface level, Microtrategy 7 provides a translated version of all terms, phrases, instructions, and messages visible to the user. User-documentation support For each language supported at the user-documentation level, Microtrategy 7 provides (in addition to the interface support mentioned above), a translated version of all help files and online user documentation. n some cases, printed user documentation is also available. nternational support 11

18 C C T Using the documentation nformation structure Typically, Microtrategy 7 information units are structured to lead you from concepts to interface description to task execution, and consist of: a Concepts section that describes product functionality and purpose an nterface section that describes the contents, format, and use of the product interface a How do...? section that guides you through the steps necessary to complete a given task. s a rule, information units addressing concepts end with lists of interface- and task-related topics. ll information units include, when applicable, appendices addressing related topics. resentation guidelines Microtrategy 7 information units follow presentation conventions and cues to help you locate, identify, and understand important concepts and procedures. The table that follows lists these conventions. 7H[WÃFRQYHQWLRQV Microtrategy 7 information units adhere to the following text conventions: Type ndicates bold button name commands, check boxes, dialog boxes, options, lists, and menus terms defined within the text registry keys text to be entered by the user italic variable information to be replaced by the user Courier font calculations code samples URC keyboard command key (such as TR) shortcut key (such as CTRL+V) + a keyboard command that calls for the use of more than one key (for example, HFT+F1) 12 Chapter 1 Getting tarted with Microtrategy 7

19 User assistance The paragraphs that follow describe the types of assistance available to answer questions you may have regarding Microtrategy 7 products. nline help C C T Microtrategy 7 provides several modes of access to online help: From the Help menu, by selecting: How Do? to see procedural help organized by object Contents and ndex to see help addressing the function set from which the information is invoked (for example, if you are performing an administrator function, you access online help for administrator tasks) What s This? to display context-sensitive help associated with the function you are currently using By using hift+f1 to see context-sensitive help By using F1 to see conceptual help nline documentation nline documentation includes an information unit for each user type identified. To access an online document: From the Help menu, choose nline reference. list of available information units is displayed. elect a topic. 1RWHÃf bookmarks are not visible on the left side of the page, select Bookmarks and age from the View menu, then select the topic and section you want to see. You can scroll from the title page of the information unit to its table of contents, and select from there the topic you want to see. Technical support f you have questions about a specific Microtrategy product, you should: User assistance 13

20 C C T Consult the product guide, online help, readme file, and release notes. Consult the online knowledge base at the Microtrategy web site. 1RWHÃf there is a Technical dministrator in your organization, this individual may be able to help you resolve some of your issues immediately. f the resources listed in steps 1 and 2 do not provide you with a solution, contact Microtrategy Technical upport directly. lease refer to the terms of your purchase agreement to determine the type of support available to you. The table that follows shows the various ways to contact Microtrategy Technical upport. f you are unable to reach Microtrategy Technical upport by phone during the hours of operation, you have the option to leave a voic message or send electronic mail. U urope Hours of operation, Monday through Friday: 9:00.M. 7:00.M. T ( GMT) hone: (703) Fax: (703) lectronic mail: support@microstrategy.com Hours of operation, Monday through Friday: UK: 9:00.M. 6:00.M. GMT Mainland urope: 9:00.M. 6:00.M. CT The uropean Technical upport Centre is closed on certain public holidays. These holidays will reflect the national public holidays in each country. Direct support line: United Kingdom:+44 (0) Belgium, etherlands, Luxembourg: France: Germany: pain: nternational distributors:+44 (0) Reception: +44 (0) Fax: +44 (0) lectronic mail: eurosupp@microstrategy.com 14 Chapter 1 Getting tarted with Microtrategy 7

21 WWW Hours of operation, Monday through Friday: 9:00.M. 7:00.M. T ( GMT) hone: (703) Fax: (703) lectronic mail: support@strategy.com C C T When contacting Microtrategy Technical upport, please provide the following information: Your name (first and last) The name of your company f this is your first call, you should also be prepared to provide the following: street address phone number fax number address To help your Technical upport representative work with you to resolve the problem promptly and effectively, be prepared to provide the following additional information: ssue number: please keep a record of the number assigned to each problem logged with Microtrategy Technical upport, and be ready to provide it when inquiring about an existing issue. oftware version and product registration number(s) of the Microtrategy software product(s) you are using. roblem description: What causes the condition to occur? Does the condition occur sporadically or each time a certain action is performed? Does the condition occur on all machines or just on one? When did the condition first occur? What event(s) took place immediately prior to the first occurrence of the condition (for example, a major database load, a database move, a software upgrade)? f there was an error message, what was its exact wording? User assistance 15

22 C C T What steps have you taken to isolate and/or resolve the issue? what were the results? ystem configuration (the information needed for this purpose depends on the nature of the problem; not all items listed may be necessary): computer hardware specifications (processor speed, RM, disk space, and so on) network protocol used DBC driver manufacturer and version database gateway software version (for Microtrategy Web-related problems) browser manufacturer and version (for Microtrategy Web-related problems) web server manufacturer and version f the issue requires additional investigation or testing, you and the Microtrategy Technical upport representative should agree on certain action items to be performed. You should perform any agreed-upon actions before contacting Technical upport again regarding the issue. f the Technical upport representative is responsible for an action item, you may call Technical upport at any time to inquire about the status of the issue. Feedback lease send any comments or suggestions about user documentation for Microtrategy 7 products to: documents@microstrategy.com end suggestions for product enhancements to: support@microstrategy.com When providing feedback to us, please include the name and version of the product(s) you are currently using. Your feedback is important to us as we prepare for future releases. 16 Chapter 1 Getting tarted with Microtrategy 7

23 CT nterface Topics included in this section: The Microtrategy Desktop Window The earch for bjects dialog box Desktop references roject ource Manager T R F C 17

24 T R F C 18 ection nterface

25 2 Desktop Window CHTR 2 The Microtrategy :KDWÃLVÃLW" Microtrategy Desktop is the first window displayed when you log on to Microtrategy 7 in the desktop environment; it serves as the primary point of access to the editors, dialogs, and wizards that enable the use of Microtrategy Desktop functions. T R F C +RZÃFDQÃ,ÃDFFHVVÃLW" You access the Microtrategy Desktop window by logging on to Microtrategy Desktop. :KDWÃFDQÃ,ÃGRÃZLWKÃLW" You can use the options available on the Microtrategy Desktop window to: create a project source connect to a project select, create, upgrade, or duplicate a project browse the warehouse catalog create facts or attributes for a project update a project schema search for objects according to specified criteria run reports modify objects view the properties of an object rename an object specify desktop preferences 19

26 For a description of the steps to follow when performing one or more of the tasks listed, please refer to the following How Do...? topics: Microtrategy 7 Function ccess Microtrategy Desktop references The earch for bjects dialog box T R F C :KDWÃVKRXGÃ,ÃQRZÃHRUHÃ,ÃXVHÃLW" Before you use the Microtrategy Desktop window, you should familiarize yourself with: concepts associated with project creation and use concepts associated with objects as applied to Microtrategy 7 basic components necessary to build a report For conceptual information addressing one or more of the topics listed, please refer to: Getting tarted with Microtrategy 7 Microtrategy Desktop layout The Microtrategy Desktop window, which serves as the entry window when you log on to Microtrategy Desktop, includes: a Location box across the upper part of the window, showing the project currently selected (as a default, the project you were using when you last logged off is the one selected) a Folder List displayed on the left, showing all the projects to which you have access a display of folder contents on the right, showing ame, Type, and either Metadata Version (for projects) or Modification Time (for project components), and History messages a menu bar that, in addition to standard Windows T menus (File, dit, View, Go, Window, and Help), includes Tools and chema menus that contain Desktop-specific items a toolbar that provides, among other options, the capability to: create new objects run reports search for objects view object properties 20 Chapter 2 The Microtrategy Desktop Window

27 The information that follows addresses menu bar and toolbar options available from the Microtrategy Desktop window. The menu bar The File, Tools, and chema menu bar options contain items unique to the Microtrategy Desktop window. The tables that follow describe the function of these product-unique choices. 1RWHÃ tems available on the Microtrategy Desktop menu bar vary with the level of authorization a user has. The use of dministrator and chema menu options, for example, is restricted. For specifics on options associated with these menus, please consult the dministrator Guide, the roject Designer Guide, the online help information under Task by Role - dministrator, or that under Task by Role - roject Designer. T R F C )LHÃHQXÃRWLRQV Menu option Function File ew dit Run Report end to History View QL roperties Displays a drop-down menu from which you can select items to create: project-level objects (reports, documents, prompts) report components (filters, templates, metrics, custom groups, consolidations) data-level objects (attributes, facts, hierarchies, transformations, report partitions) llows modification of an object selected nitiates generation of a selected report nables viewing of report-tracking data. llows viewing of the QL script for a selected report Displays the roperties dialog box, which, for any current object, allows you to set: general properties (type, location, description, creation/modification date, owner, access) security (addition/deletion of permission levels, access to children of attributes and other objects, ownership) Microtrategy Desktop layout 21

28 1RWHÃThe roperties option is accessible from all the editors available on the Microtrategy Desktop. 7RRVÃHQXÃRWLRQV T R F C Menu option Tools earch for bjects earch for Dependents roject ource Manager Diagnostics Change assword Desktop references Function pens the ew earch dialog box, which allows you to search for objects by: name and location date of creation or modification type objects that contain it objects it contains ownership. pens the Dependents of <object name> dialog box (a special instance of the search dialog box), which is used to locate object dependencies. Displays the roject ource Manager dialog box, which shows the name and connection mode of every project source, and allows addition, removal, and modification of project-source information. pens the Diagnostics dialog box, from which you can select one or more project components against which you can run diagnostics. Displays the Change assword dialog box, which allows you to change your password at any time. pens the Desktop references dialog box, which allows you to modify settings to: customize a home page select browsing options look at project hierarchies check the status of submitted requests select a language select templates determine report behavior at execution time see filter details export reports. 22 Chapter 2 The Microtrategy Desktop Window

29 6FKHDÃHQXÃRWLRQV Menu option Definition chema Create ew roject Upgrade roject Duplicate roject Warehouse Catalog Fact Creation Wizard ttribute Creation Wizard Update chema QL Generation ptions rint roject chema Displays the roject Creation ssistant dialog box, which guides you, step by step, through the selection of tables and the creation of facts and attributes for a new project. Displays the roject Upgrade wizard, which allows upgrading a pre-7.0 project to Microtrategy 7. Displays the roject Duplication wizard, which allows you to duplicate a Microtrategy 7 project. pens the chema bjects folder, from which you can add or remove tables associated with a project. pens Fact Creation Wizard, which allows you to select, from the existing fact columns, those you want to use. pens ttribute Creation Wizard, which guides you through the selection of Ds, descriptions, and lookup tables to create new attributes. Displays the Update chema dialog box, which allows you to update a schema s logical information, its table keys, or the logical size of its tables. Displays the roject Configuration dialog box, which provides a tab to select preference data for QL generation. ther tabs available on this dialog box: general project settings governing (warehouse results, job, and user sessions) caching (level, memory allocations, and so on) connection mapping (internal project connections) statistics settings for metadata tables security roles (user and user-group access) security filters advanced project settings (display limits, browsing, analytical engine settings) Displays the rint roject chema dialog, on which you can request printing of schema connections, warehouse tables, fact and attribute definitions, physical or logical table-catalog views, and project statistics. T R F C Microtrategy Desktop layout 23

30 1RWHÃ Use of chema menu options is enabled only for users with the appropriate authorization. Consult your system administrator for details. T R F C The toolbar The most frequently used menu options are replicated on the toolbar, where they are accessible by means of icons. Their use is described below. Create a new object: you can select an object type from the associated drop-down menu, and then create the object by definition. 1RWHÃ The following are defined as objects in the context of Microtrategy 7: attributes consolidations custom groups database instances documents facts filters folders hierarchies metrics partitions prompts reports schedules templates transformations users user groups 24 Chapter 2 The Microtrategy Desktop Window

31 Rename an bject: saves an existing object under a different name, either in the same directory or in a different one. earch for bjects (within a project): you can search for objects by: name and location date of creation or revision type objects that contain it objects it contains owner dit the object selected: you can modify the definition of an existing object by using the dialog box associated with the creation of that object. Run the report: you can run a report selected by clicking the associated icon. how / hide the folder list: you can choose to either display or hide the folder list for a project. T R F C 1RWHÃ The first time you log on to Microtrategy Desktop, the Folder List window is hidden. The system displays the Folder List contents when you click the how or hide the folder list icon. When you click an item in the Folder List window, the system displays the bject Viewer window, showing the objects that the folder contains. Refresh the object: allows update of the contents of a folder selected. Go to project: returns the user to the root folder of a project selected. For information on the tasks you can perform with the earch ditor, see the How do section in this guide. For more information on the tasks you can perform with the earch ditor, see the corresponding How Do help information. Microtrategy Desktop layout 25

32 T R F C 26 Chapter 2 The Microtrategy Desktop Window

33 3 dialog box CHTR 3 The earch for bjects :KDWÃLVÃLW" The earch for bjects dialog box is a tool you can use to search for either a specific object or a group of objects meeting certain criteria. To perform a search, you use a special type of Microtrategy object called a search object. You can select multiple criteria to search for an object (for example, you can look for objects according to their type, and the date on which they were last modified, and their owner(s)). The larger the number of criteria you use for searching, the more restricted the result of your search becomes, and the smaller the number of objects meeting those criteria. T R F C +RZÃFDQÃ,ÃDFFHVVÃLW" You can access the earch for bjects dialog box directly from the Microtrategy 7 primary window by selecting earch for bjects from the Tools menu. :KDWÃFDQÃ,ÃGRÃZLWKÃLW" You can use the earch for bjects dialog box to perform searches based on one or more of the following criteria: object type date of object creation or modification object name and location objects that contain the object you are searching for objects that the searched-for object contains object owner For a description of the procedures to follow when searching for an object, please refer to the following How Do...? topic: The earch for bjects dialog box 27

34 Usage T R F C The earch for bjects dialog box provides two options to initiate a search: Find ow generates a search based on parameters you have entered. When you use this option, the system shows a list of all the items meeting the criteria for those parameters. ew earch clears the contents of the current search. When you use this option, the system prompts you to confirm deletion before you initiate a new search. With the earch for bjects dialog box you can search for and select objects that meet specific criteria; this window lets you look for objects according to: name and location (for example Mid-tlantic, located in the folder Region ) type (for example ttribute, or Metric ) date (or time interval) on which they were created or last modified (for example, all objects modified between 03/22/99 and 04/14/99 ) other objects they contain (for example, all templates that contain the metric rofit ) other objects that contain them (for example, all metrics that are used by the template tore ales ) owner(s) (for example, dministrator, or John mith ) Following is a description of the contents and function of each tab. ame & Location searches ame & Location provides spaces where you can enter an object s name, description, and location, thereby allowing you to search for objects when you know their identity. 1RWHÃ You can perform a search using any one of the three identifiers in this tab ( name, location, or descriptiont ); however, single-criterion searches of this type may have an impact on performance, as the search can be extensive. 28 Chapter 3 The earch for bjects dialog box

35 Date searches Date offers several time-interval search criteria, thereby allowing you to search for objects when you know the time interval during which they were created or last modified. bject Type searches bject Types provides a list of all existing object types in a project, thereby allowing you to search for objects when you know their type. Contains searches Contains allows you to select objects by doing either of the following: a search for objects that use (or do not use) other objects of a certain type a search for objects that use one or more items in a list of objects. T R F C 1RWHÃ Contains objects of this type and Does not contain objects of this type are not mutually exclusive; you can use them simultaneously as search criteria. Contained By searches Contained By allows you to select objects by doing either of the following: a search for objects that are used by other objects of a certain type a search for objects that are used by one or more items in a list of objects 1RWHÃ Contained by any object of this type and ot contained by any object of this type are not mutually exclusive; you can use them simultaneously as search criteria. wner searches With the wner option you can select a search object when you know who owns that object. Usage 29

36 For information on the use of the earch for bjects dialog box, see the How Do section in this guide. For information on the use of the earch for bjects dialog box, see the related How Do help. T R F C 30 Chapter 3 The earch for bjects dialog box

37 4 Desktop references CHTR 4 :KDWÃLVÃLW" The Desktop references dialog box is a tool you can use to customize the appearance and behavior of objects displayed on the Microtrategy Desktop user interface. +RZÃFDQÃ,ÃDFFHVVÃLW" T R F C You can access the Desktop references dialog box from the Tools menu of the Microtrategy 7 Desktop primary window. :KDWÃFDQÃ,ÃGRÃZLWKÃLW" You can use the Desktop references dialog box to customize: home-page display browsing options navigation within a project report status data interface languages object template usage report execution display of filter information report export options For a description of the steps to follow when performing one or more of the tasks listed, please refer to the following How Do...? topic: Microtrategy 7 Desktop references Contents The Desktop references dialog box consists of four sections, Desktop, General, Reports, and nternational, each identified by a tab. 31

38 The Desktop tab T R F C When you select Desktop on Desktop references, the system displays a dialog box you can use to specify: home-page display preferences access and display browsing options navigation preferences within a project and among projects status-related data for submitted requests The General tab When you select General on Desktop references, the system displays a dialog box you can use to specify: what (if any) object templates can be used for a project whether you want automatic login to the last project used at system startup time whether a warning is to be issued before an object is deleted The Reports tab When you select Reports on Desktop references, the system displays a dialog box with which you can specify display behavior at report runtime. The nternational tab When you select nternational on Desktop references, the system displays a dialog box with which you can specify: the language and character set to be used at the user interface whether the system should override the default grid character set the font to be used in the grid 1RWHÃ For proper report display when using certain double-byte languages, it may be necessary to override the default grid character set. The tables that follow show display options enabled by the various tab components. 32 Chapter 4 Desktop references

39 Tab functions Tab: Desktop Home age Function et an HTML file to serve as the home page for a project Browsing elect header criteria to be displayed on the object browser (criteria include type, owner, access permission, creation time, modification time, and description). pecify access control, including which objects are to be displayed, hidden-object handling, and object description. how hidden objects. Data xplorer pecify whether: the Data xplorer is to be displayed the system hierarchy is to be displayed within the Data xplorer T R F C History Display information in nbox view regarding submitted requests; options include: status messages creation time request time finish time object name description. Tab: General bject Template Function Create objects by means of predefined templates; this option allows template creation for: reports filters templates metrics custom groups consolidations Load dependent dialogs when creating new data-level objects rovide necessary editor dialogs for new schemas Tab functions 33

40 Tab: Reports Function Report xecution rovide options for display behavior at report runtime (for example, whether a report should be displayed immediately after it is run) pecify whether a report is to be sized automatically T R F C Filter Details Tab: nternational Language Default Character et rovide options to display: filter details embedded filter details change fonts on a report Function elect a language to be used at the user interface rovide options to: override the default character set select a character set for report display select a font for report display For information on the use of User references, see the How Do section of this guide. For information on the use of User references, see the corresponding How Do help. 34 Chapter 4 Desktop references

41 5 Manager CHTR 5 Microtrategy 7 roject ource :KDWÃLVÃLW" roject ource Manager is a Microtrategy Desktop option that allows you to create, modify, and delete project sources. +RZÃFDQÃ,ÃDFFHVVÃLW" You can access the roject ource Manager directly from the Microtrategy 7 primary window by selecting roject ource Manager from the Tools menu. T R F C :KDWÃFDQÃ,ÃGRÃZLWKÃLW" Using roject ource Manager you can: create new project sources modify existing project sources delete existing project sources :KDWÃVKRXGÃ,ÃQRZÃHRUHÃ,ÃXVHÃLW" Before you begin using the roject ource Manager, you should: understand the difference between 2-tier and 3-tier connections know the name of the server to which you need to connect to access a particular project roject ource Manager layout roject ource Manager contains a list of project sources to which you have access. nce you have accessed the dialog: clicking dd allows you to create a project source clicking Remove allows you to delete a project source clicking Modify allows you to modify a project source 35

42 T R F C electing either dd or Modify provides access to a window that allows you to change the name and connection mode of the project source. This window includes two tabs: Connection, which allows you to enter server-specific data (for 3-tier configurations), specify DBC Ds (for 2-tier configurations), or identify a.d file (for 6.X project configurations) dvanced, which allows you to select the type of user authentication desired for the project. Connection tab options Regardless of the type of connection you choose, the Connection tab allows you to specify: a project source the connection mode n addition to these general options, the tab offers the following connection-mode-related choices: When you select a 3-tier (server) connection, you can specify: a server name of the project a port number for the connection the time lapse to take place before the connection is timed out When you select a 2-tier (direct) connection, you can specify: the DBC data source name (D) that points to the metadata database to which the project source is connected the login D and password to be used when connecting to the database When you select a 6X project connection, you can specify the D file corresponding to that project. dvanced tab options The dvanced tab allows you to specify the authentication mode to be used when connecting to the project source. uthentication mode options include: network D (Windows T default authentication) user login D and password (standard authentication) guest account (anonymous authentication) 6X projects (database authentication) 36 Chapter 5 Microtrategy 7 roject ource Manager

43 For information on the use of roject ource Manager, see the How Do section in this guide. For information on the use of roject ource Manager, see the corresponding How Do help. T R F C roject ource Manager layout 37

44 T R F C 38 Chapter 5 Microtrategy 7 roject ource Manager

45 CT How do...? Topics included in this section: Microtrategy 7 Function ccess The earch for bjects Dialog Box Microtrategy 7 Desktop references Microtrategy 7 roject ource Manager H W D 39

46 H W D 40 ection How do...?

47 6 Function ccess CHTR 6 Microtrategy 7 ccess the ttribute Creation Wizard 6WHV elect chema from the Microtrategy Desktop menu bar. Click ttribute Creation Wizard. 1RWHÃptions in the chema menu of Microtrategy Desktop are available only to users with appropriate permission. Consult your administrator for details. ccess the Change assword dialog box H W D 6WHV From the Tools menu, choose Change assword. ccess the Microtrategy ntelligence erver Configuration dialog box 6WHV From the dministration menu, choose Configure Microtrategy ntelligence erver. 1RWH This option is available only to users with administrative privileges. 41