MicroStrategy Narrowcast Server Installation and Configuration Guide

Narrowcast Server Installation 

and Configuration Guide 

Version: 9.3 

Document Number: 09850930

Twenty-fourth Edition, version 9.3 

To ensure that you are using the documentation that corresponds to the software you are licensed to use, compare this version number with the software 

version shown in “About MicroStrategy...” in the Help menu of your software. 

Document number: 09850930 

Copyright © 2012 by MicroStrategy Incorporated. All rights reserved. 

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6,263,051, 6,269,393, 6,279,033, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 

6,704,723, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 

6,873,693, 6,885,734, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 

7,113,993, 7,127,403, 7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 

7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 

7,725,811, 7,801,967, 7,836,178, 7,861,161, 7,861,253, 7,881,443, 7,925,616, 7,945,584, 7,970,782, 8,005,870, 8,051,168, 8,051,369, 8,094,788, and 

8,130,918. Other patent applications are pending. 

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CONTENTS 

Book Overview and 

Additional Resources 

1. Installation 

Prerequisites 

Description of this Guide ......................................................... xiii 

About this book ............................................................................xiv 

Resources....................................................................................xiv 

Documentation.......................................................................xiv 

Education............................................................................. xxiii 

Consulting............................................................................ xxiii 

International support ............................................................ xxiii 

Technical Support................................................................ xxiv 

Feedback ................................................................................... xxix 

Introduction.................................................................................. 1 

Network requirements.................................................................... 1 

Windows domain and account requirements........................... 2 

Email (SMTP) requirements..................................................... 3 

Web (HTTP) requirements....................................................... 3 

SMS (SMPP) requirements...................................................... 4 

System hardware requirements..................................................... 4 

Minimum hardware requirements ............................................ 5 

Hardware requirements for other software products................ 7 

System software requirements ...................................................... 8 

Certification updates ................................................................ 9 

Database requirements ................................................................. 9 

Database permissions ........................................................... 10 

Database connectivity............................................................ 10 

Data source names................................................................ 11 

Prefixes for repository table names ....................................... 12 

© 2012 MicroStrategy, Inc. v

Contents Narrowcast Server Installation and Configuration Guide 

2. Installation 

Procedures 

3. Configuring 

Narrowcast Server 

4. Configuring the 

Subscription Portal 

5. ODBCs, DSNs, and 

Database 

Connectivity 

Repository and DSN requirements for DB2........................... 12 

System-wide planning and configuration ..................................... 14 

Introduction................................................................................ 15 

Installing Narrowcast Server........................................................ 15 

Prerequisites.......................................................................... 16 

Installation verification ................................................................. 23 

Installing custom components ..................................................... 24 

Uninstalling Narrowcast Server ................................................... 24 

Introduction................................................................................ 29 

Prerequisites................................................................................ 30 

Configuration overview ................................................................ 30 

Configuration tools................................................................. 31 

Remote access ...................................................................... 31 

System configuration process...................................................... 32 

System configuration ............................................................. 33 

Subscription Book configuration ............................................ 35 

Clustering............................................................................... 38 

Configure sources.................................................................. 44 

Information Transmitters........................................................ 46 

Summary ............................................................................... 47 

Introduction................................................................................ 49 

Subscription Portal configuration prerequisites ........................... 49 

Subscription Portal configuration procedures .............................. 50 

Establish connections ............................................................ 50 

Create a portal ....................................................................... 51 

Repeat for each web server................................................... 52 

Introduction................................................................................ 53 

ODBCs and DSNs ....................................................................... 54 

Creating new data source names .......................................... 54 

Database connectivity via ODBC................................................. 59 

Index........................................................................................................................................... 61 

vi © 2012 MicroStrategy, Inc.

BOOK OVERVIEW AND 

ADDITIONAL RESOURCES 

Description of this Guide 

The MicroStrategy Narrowcast Server Installation and Configuration Guide 

provides comprehensive information on how to install and configure 

Narrowcast Server software. 

To upgrade MicroStrategy Narrowcast Server, see the Narrowcast Server 

Upgrade Guide. 

The chapters of the Narrowcast Server Installation and Configuration Guide 

follow the recommended progression of steps to install and configure 

Narrowcast Server. See Chapter 1, Installation Prerequisites for important 

installation prerequisites before you begin installing Narrowcast Server. 

The last chapter, Chapter 5, ODBCs, DSNs, and Database Connectivity, 

contains the following additional reference information, which you may 

require depending on your specific needs. 

Detailed steps for all functionality in the MicroStrategy system is available in 

the Help. 

© 2012 MicroStrategy, Inc. xiii

Book Overview and Additional Resources Narrowcast Server Installation and Configuration Guide 

About this book 

Resources 

Documentation 

The chapters in this book provide information about: 

• Network, hardware, software, and database requirements 

• Installation steps, uninstallation steps, and installing custom 

components 

• Configuration processes for the system and for the Tutorial - Delivery 

sample project 

• Configuration process for the Subscription Portal 

• Creating data source names (DSNs) 

MicroStrategy provides both manuals and online help; these two information 

sources provide different types of information, as described below: 

• Manuals: In general, MicroStrategy manuals provide: 

Introductory information and concepts 

Examples and images 

Checklists and high-level procedures to get started 

The steps to access the manuals are described in Accessing manuals and 

other documentation sources, page xx. 

Most of these manuals are also available printed in a bound, soft cover 

format. To purchase printed manuals, contact your MicroStrategy 

Account Executive with a purchase order number. 

• Help: In general, MicroStrategy help provides: 

Detailed steps to perform procedures 

Descriptions of each option on every software screen 

xiv About this book © 2012 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Book Overview and Additional Resources 

For the most up-to-date translations of MicroStrategy documentation, refer 

to the MicroStrategy Knowledge Base. Due to translation time, manuals in 

languages other than English may contain information that is one or more 

releases behind. You can see the version number on the title page of each 

manual. 

MicroStrategy overview and evaluation 

• Introduction to MicroStrategy: Evaluation Guide 

Instructions for installing, configuring, and using the MicroStrategy 

Evaluation Edition of the software. This guide also includes a detailed, 

step-by-step evaluation process of MicroStrategy features, where you 

perform reporting with the MicroStrategy Tutorial project and its sample 

business data. 

• MicroStrategy Evaluation Edition Quick Start Guide 

Overview of the installation and evaluation process, and additional 

resources. 

• Evaluate MicroStrategy for Linux Guide: In a Windows or Linux 

Environment with the MicroStrategy Evaluation Edition Virtual 

Appliance 

Evaluate MicroStrategy for Linux, in a Microsoft Windows or Linux 

environment, with the MicroStrategy Evaluation Edition Virtual 

Appliance. This guide provides all details to download, activate, and 

evaluate MicroStrategy software running in a Linux environment. 

• MicroStrategy Reporting Suite: Quick Start Guide 

Evaluate MicroStrategy as a departmental solution. Provides detailed 

information to download, install, configure, and use the MicroStrategy 

Reporting Suite. 

• MicroStrategy Mobile Suite: Quick Start Guide 

Evaluate MicroStrategy Mobile as a departmental solution. Provides 

detailed information to download, install, configure, and use the 

MicroStrategy Mobile Suite. 

© 2012 MicroStrategy, Inc. Resources xv


Manuals for query, reporting, and analysis 

• MicroStrategy Installation and Configuration Guide 

Information to install and configure MicroStrategy products on 

Windows, UNIX, Linux, and HP platforms, as well as basic maintenance 

guidelines. 

• MicroStrategy Upgrade Guide 

Instructions to upgrade existing MicroStrategy products. 

• MicroStrategy Project Design Guide 

Information to create and modify MicroStrategy projects, and 

understand facts, attributes, hierarchies, transformations, advanced 

schemas, and project optimization. 

• MicroStrategy Basic Reporting Guide 

Instructions to get started with MicroStrategy Desktop and 

MicroStrategy Web, and how to analyze data in a report. Includes the 

basics for creating reports, metrics, filters, and prompts. 

• MicroStrategy Advanced Reporting Guide: Enhancing Your Business 

Intelligence Application 

Instructions for advanced topics in the MicroStrategy system, building on 

information in the Basic Reporting Guide. Topics include reports, 

Freeform SQL reports, Query Builder reports, filters, metrics, Data 

Mining Services, custom groups, consolidations, and prompts. 

• MicroStrategy Report Services Document Analysis Guide: Analyzing 

Data with Report Services Documents 

Instructions for a business analyst to execute and analyze a document in 

MicroStrategy Desktop and MicroStrategy Web, building on basic 

concepts about projects and reports presented in the MicroStrategy 

Basic Reporting Guide. 

• MicroStrategy Report Services Document Creation Guide: Creating 

Boardroom Quality Documents 

Instructions to design and create Report Services documents, building on 

information in the MicroStrategy Report Services Document Analysis 

Guide. It is organized to help guide you through creating a new 

document, from creating the document itself, to adding objects to the new 

document, and formatting the document and its objects. 

xvi Resources © 2012 MicroStrategy, Inc.


• MicroStrategy Dashboards and Widgets Creation Guide: Creating 

Interactive Dashboards for your Data 

Instructions for designing and creating MicroStrategy Report Services 

dashboards, a type of document that is optimized for viewing online and 

for user interactivity. It builds on the basic concepts about documents 

presented in the MicroStrategy Report Services Document Creation 

Guide. 

• MicroStrategy OLAP Services Guide 

Information on MicroStrategy OLAP Services, which is an extension of 

MicroStrategy Intelligence Server. OLAP Services features include 

Intelligent Cubes, derived metrics, derived elements, dynamic 

aggregation, view filters, and dynamic sourcing. 

• MicroStrategy Office User Guide 

Instructions for using MicroStrategy Office to work with MicroStrategy 

reports and documents in Microsoft® Excel, PowerPoint, Word, and 

Outlook, to analyze, format, and distribute business data. 

• MicroStrategy Mobile Analysis Guide: Analyzing Data with 

MicroStrategy Mobile 

Information and instructions for using MicroStrategy Mobile to view and 

analyze data, and perform other business tasks with MicroStrategy 

reports and documents on a mobile device. 

• MicroStrategy Mobile Design and Administration Guide: A Platform for 

Mobile Intelligence 

Information and instructions to install and configure MicroStrategy 

Mobile, as well as instructions for a designer working in MicroStrategy 

Desktop or MicroStrategy Web to create effective reports and documents 

for use with MicroStrategy Mobile. 

• MicroStrategy System Administration Guide: Tuning, Monitoring, and 

Troubleshooting your MicroStrategy Business Intelligence System 

Concepts and high-level steps to implement, deploy, maintain, tune, and 

troubleshoot a MicroStrategy business intelligence system. 

• MicroStrategy Supplemental Reference for System Administration: 

VLDB Properties, Internationalization, User Privileges, and other 

Supplemental Information for Administrators 

Information and instructions for MicroStrategy administrative tasks such 

as configuring VLDB properties and defining data and metadata 

© 2012 MicroStrategy, Inc. Resources xvii


internationalization, and reference material for other administrative 

tasks. 

• MicroStrategy Functions Reference 

Function syntax and formula components; instructions to use functions 

in metrics, filters, attribute forms; examples of functions in business 

scenarios. 

• MicroStrategy MDX Cube Reporting Guide 

Information to integrate MicroStrategy with MDX cube sources. You can 

integrate data from MDX cube sources into your MicroStrategy projects 

and applications. 

Manuals for Analytics Modules 

• Analytics Modules Installation and Porting Guide 

• Customer Analysis Module Reference 

• Sales Force Analysis Module Reference 

• Financial Reporting Analysis Module Reference 

• Sales and Distribution Analysis Module Reference 

• Human Resources Analysis Module Reference 

Manuals for Narrowcast Services products 

• MicroStrategy Narrowcast Server Getting Started Guide 

Instructions to work with the tutorial to learn Narrowcast Server 

interfaces and features. 

• MicroStrategy Narrowcast Server Installation and Configuration Guide 

Information to install and configure Narrowcast Server. 

• MicroStrategy Narrowcast Server Application Designer Guide 

Fundamentals of designing Narrowcast Server applications. 

• MicroStrategy Narrowcast Server System Administrator Guide 

Concepts and high-level steps to implement, maintain, tune, and 

troubleshoot Narrowcast Server. 

xviii Resources © 2012 MicroStrategy, Inc.


• MicroStrategy Narrowcast Server Upgrade Guide 

Instructions to upgrade an existing Narrowcast Server. 

Software Development Kits 

• MicroStrategy Developer Library (MSDL) 

Information to understand the MicroStrategy SDK, including details 

about architecture, object models, customization scenarios, code 

samples, and so on. 

• MicroStrategy Web SDK 

The Web SDK is available in the MicroStrategy Developer Library, 

which is sold as part of the MicroStrategy SDK. 

• Narrowcast Server SDK Guide 

Instructions to customize Narrowcast Server functionality, integrate 

Narrowcast Server with other systems, and embed Narrowcast Server 

functionality within other applications. Documents the Narrowcast 

Server Delivery Engine and Subscription Portal APIs, and the Narrowcast 

Server SPI. 

Documentation for MicroStrategy Portlets 

• Enterprise Portal Integration Help 

Information to help you implement and deploy MicroStrategy BI within 

your enterprise portal, including instructions for installing and 

configuring out-of-the-box MicroStrategy Portlets for several major 

enterprise portal servers. 

This resource can be accessed using the MicroStrategy Product Manuals 

page, as described in Accessing manuals and other documentation 

sources, page xx. 

Documentation for MicroStrategy GIS Connectors 

• GIS Integration Help 

Information to help you integrate MicroStrategy with Geospatial 

Information Systems (GIS), including specific examples for integrating 

with various third-party mapping services. 

© 2012 MicroStrategy, Inc. Resources xix


Help 

This resource can be accessed using the MicroStrategy Product Manuals 

page, as described in Accessing manuals and other documentation 

sources, page xx. 

Each MicroStrategy product includes an integrated help system to 

complement the various interfaces of the product as well as the tasks that can 

be accomplished using the product. 

Some of the MicroStrategy help systems require a web browser to be viewed. 

For supported web browsers, see the MicroStrategy Readme. 

MicroStrategy provides several ways to access help: 

• Help button: Use the Help button or ? (question mark) icon on most 

software windows to see help for that window. 

• Help menu: From the Help menu or link at the top of any screen, select 

MicroStrategy Help to see the table of contents, the Search field, and the 

index for the help system. 

• F1 key: Press F1 to see context-sensitive help that describes each option in 

the software window you are currently viewing. 

For 

MicroStrategy Web, MicroStrategy Web Administrator, and 

MicroStrategy Mobile Server, pressing the F1 key opens the 

context-sensitive help for the web browser you are using to access 

these MicroStrategy interfaces. Use the Help menu or ? (question 

mark) icon to access help for these MicroStrategy interfaces. 

Accessing manuals and other documentation sources 

The manuals are available from your MicroStrategy disk or the machine 

where MicroStrategy was installed. 

Adobe 

Acrobat Reader is required to view these manuals. If you do not 

have Acrobat Reader installed on your computer, you can download it 

from http://get.adobe.com/reader/. 

The best place for all users to begin is with the MicroStrategy Basic 

Reporting Guide. 

xx Resources © 2012 MicroStrategy, Inc.


To access the installed manuals and other documentation sources, see the 

following procedures: 

• To access installed manuals and other documentation sources on 

Windows, page xxi 

• To access installed manuals and other documentation sources on UNIX 

and Linux, page xxi 

To access installed manuals and other documentation sources on Windows 

1 From the Windows Start menu, choose Programs (or All Programs), 

MicroStrategy, then Product Manuals. A page opens in your browser 

showing a list of available manuals in PDF format and other 

documentation sources. 

2 Click the link for the desired manual or other documentation source. 

3 If you click the link for the Narrowcast Services SDK Guide, a File 

Download dialog box opens. This documentation resource must be 

downloaded. Select Open this file from its current location, and click 

OK. 

If 

bookmarks are not visible on the left side of an Acrobat (PDF) 

manual, from the View menu click Bookmarks and Page. This step 

varies slightly depending on your version of Adobe Acrobat Reader. 

To access installed manuals and other documentation sources on UNIX and 

Linux 

1 Within your UNIX or Linux machine, navigate to the directory where you 

installed MicroStrategy. The default location is /opt/MicroStrategy, 

or $HOME/MicroStrategy/install if you do not have write access to 

/opt/MicroStrategy. 

2 From the MicroStrategy installation directory, open the 

Documentation folder. 

3 Open the Product_Manuals.htm file in a web browser. A page opens in 

your browser showing a list of available manuals in PDF format and other 

documentation sources. 

4 Click the link for the desired manual or other documentation source. 

© 2012 MicroStrategy, Inc. Resources xxi


5 If you click the link for the Narrowcast Services SDK Guide, a File 

Download dialog box opens. This documentation resource must be 

downloaded. Select Open this file from its current location, and click 

OK. 

If 

bookmarks are not visible on the left side of an Acrobat (PDF) 

manual, from the View menu click Bookmarks and Page. This step 

varies slightly depending on your version of Adobe Acrobat Reader. 

Documentation standards 

MicroStrategy online help and PDF manuals (available both online and in 

printed format) use standards to help you identify certain types of content. 

The following table lists these standards. 

These 

Type Indicates 

standards may differ depending on the language of this manual; 

some languages have rules that supersede the table below. 

bold • Button names, check boxes, options, lists, and menus that are the focus of actions or 

part of a list of such GUI elements and their definitions 

Example: Click Select Warehouse. 

italic • New terms defined within the text and in the glossary 

• Names of other product manuals and documentation resources 

• When part of a command syntax, indicates variable information to be replaced by the 

user 

Example: The aggregation level is the level of calculation for the metric. 

Courier 

font 

Example: Type copy c:\filename d:\foldername\filename 

• Calculations 

• Code samples 

• Registry keys 

• Path and file names 

• URLs 

• Messages displayed in the screen 

• Text to be entered by the user 

Example: Sum(revenue)/number of months. 

Example: Type cmdmgr -f scriptfile.scp and press Enter. 

+ A keyboard command that calls for the use of more than one key (for example, 

SHIFT+F1). 

 

 

A note icon indicates helpful information for specific situations. 

A warning icon alerts you to important information such as potential security risks; these 

should be read before continuing. 

xxii Resources © 2012 MicroStrategy, Inc.


Education 

Consulting 

MicroStrategy Education Services provides a comprehensive curriculum and 

highly skilled education consultants. Many customers and partners from 

over 800 different organizations have benefited from MicroStrategy 

instruction. 

MicroStrategy Consulting Services provides proven methods for delivering 

leading-edge technology solutions. Offerings include complex security 

architecture designs, performance and tuning, project and testing strategies 

and recommendations, strategic planning, and more. For a detailed 

description of consulting offerings, visit http://www.microstrategy.com/ 

Services. 

International support 

MicroStrategy supports several locales. Support for a locale typically includes 

native database and operating system support, support for date formats, 

numeric formats, currency symbols, and availability of translated interfaces 

and certain documentation. 

MicroStrategy is certified in homogeneous configurations (where all the 

components lie in the same locale) in the following languages—English (US), 

French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Spanish, 

Chinese (Simplified), Chinese (Traditional), Danish, and Swedish. A 

translated user interface is available in each of the above languages. For 

information on specific languages supported by individual MicroStrategy 

system components, see the MicroStrategy readme. 

MicroStrategy also provides limited support for heterogeneous 

configurations (where some of the components may lie in different locales). 

Please contact MicroStrategy Technical Support for more details. 

© 2012 MicroStrategy, Inc. Resources xxiii


Technical Support 

If you have questions about a specific MicroStrategy product, you should: 

1 Consult the product guides, Help, and readme files. Locations to access 

each are described above. 

2 Consult the MicroStrategy Knowledge Base online at https:// 

resource.microstrategy.com/support. 

A 

technical administrator in your organization may be able to help 

you resolve your issues immediately. 

3 If the resources listed in the steps above do not provide a solution, 

contact MicroStrategy Technical Support directly. To ensure the most 

productive relationship with MicroStrategy Technical Support, review the 

Policies and Procedures document in your language, posted at http:// 

www.microstrategy.com/Support/Policies. Refer to the terms of your 

purchase agreement to determine the type of support available to you. 

MicroStrategy Technical Support can be contacted by your company’s 

Support Liaison. A Support Liaison is a person whom your company has 

designated as a point-of-contact with MicroStrategy’s support personnel. All 

customer inquiries and case communications must come through these 

named individuals. Your company may designate two employees to serve as 

their Support Liaisons, and can request to change their Support Liaisons two 

times per year with prior written notice to MicroStrategy Technical Support. 

It is recommended that you designate Support Liaisons who have 

MicroStrategy Administrator privileges. This can eliminate security conflicts 

and improve case resolution time. When troubleshooting and researching 

issues, MicroStrategy Technical Support personnel may make 

recommendations that require administrative privileges within 

MicroStrategy, or that assume that the designated Support Liaison has a 

security level that permits them to fully manipulate the MicroStrategy 

projects and has access to potentially sensitive project data such as security 

filter definitions. 

xxiv Resources © 2012 MicroStrategy, Inc.


Ensure issues are resolved quickly 

Before logging a case with MicroStrategy Technical Support, the Support 

Liaison may follow the steps below to ensure that issues are resolved quickly: 

1 Verify that the issue is with MicroStrategy software and not a third party 

software. 

2 Verify that the system is using a currently supported version of 

MicroStrategy software by checking the Product Support Expiration 

Schedule at http://www.microstrategy.com/Support/Expiration.asp. 

3 Attempt to reproduce the issue and determine whether it occurs 

consistently. 

4 Minimize the complexity of the system or project object definition to 

isolate the cause. 

5 Determine whether the issue occurs on a local machine or on multiple 

machines in the customer environment. 

6 Discuss the issue with other users by posting a question about the issue 

on the MicroStrategy Customer Forum at https:// 

resource.microstrategy.com/forum/. 

The following table shows where, when, and how to contact MicroStrategy 

Technical Support. If your Support Liaison is unable to reach MicroStrategy 

Technical Support by phone during the hours of operation, they can leave a 

voicemail message, send email or fax, or log a case using the Online Support 

© 2012 MicroStrategy, Inc. Resources xxv


Interface. The individual Technical Support Centers are closed on certain 

public holidays. 

North America Email: support@microstrategy.com 

Web: https://resource.microstrategy.com/support 

Fax: (703) 842–8709 

Phone: (703) 848–8700 

Hours: 9:00 A.M.–7:00 P.M. Eastern Time, Monday–Friday except holidays 

EMEA: 

Europe 

The Middle East 

Africa 

Email: eurosupp@microstrategy.com 


Fax: +44 (0) 208 711 2525 

The European Technical Support Centre is closed on national public holidays in each country. 

Phone: 

• Belgium: + 32 2792 0436 

• France: +33 17 099 4737 

• Germany: +49 22 16501 0609 

• Ireland: +353 1436 0916 

• Italy: +39 023626 9668 

• Poland: +48 22 459 52 52 

• Scandinavia & Finland: +46 8505 20421 

• Spain: +34 91788 9852 

• The Netherlands: +31 20 794 8425 

• UK: +44 (0) 208 080 2182 

• International distributors: +44 (0) 208 080 2183 

Hours: 

• United Kingdom: 9:00 A.M.–6:00 P.M. GMT, Monday-Friday except holidays 

• EMEA (except UK): 9:00 A.M.–6:00 P.M. CET, Monday-Friday except holidays 

Asia Pacific Email: apsupport@microstrategy.com 


Phone: 

• Australia: +61 2 9333 6499 

• Korea: +82 2 560 6565 Fax: +82 2 560 6555 

• Japan: +81 3 3511 6720 Fax: +81 3 3511 6740 

• Singapore: +65 6303 8969 Fax: +65 6303 8999 

• Asia Pacific (except Australia, Japan, Korea, and Singapore): +86 571 8526 8067 Fax: +86 

571 8848 0977 

Hours: 

• Japan and Korea: 9:00 A.M.–6:00 P.M. JST (Tokyo), Monday-Friday except holidays 

• Asia Pacific (except Japan and Korea): 7 A.M.-6 P.M. (Singapore) Monday-Friday except 

holidays 

Latin America Email: latamsupport@microstrategy.com 


Phone: 

• LATAM (except Brazil and Argentina): +54 11 5222 9360 Fax: +54 11 5222 9355 

• Argentina: 0 800 444 MSTR Fax: +54 11 5222 9355 

• Brazil: +55 11 3054 1010 Fax: +55 11 3044 4088 

Hours: 

• Latin America (except Brazil): 9:00 A.M.–7:00 P.M. (Buenos Aires), Monday-Friday except 

holidays 

• Brazil: 9 A.M. - 6 P.M. (São Paulo), Monday–Friday except holidays 

xxvi Resources © 2012 MicroStrategy, Inc.


Support Liaisons should contact the Technical Support Center from which 

they obtained their MicroStrategy software licenses or the Technical Support 

Center to which they have been designated. 

Required information when calling 

When contacting MicroStrategy Technical Support, please provide the 

following information: 

• Personal information: 

Name (first and last) 

Company and customer site (if different from company) 

Contact information (phone and fax numbers, e-mail addresses) 

• Case details: 

Configuration information, including MicroStrategy software 

product(s) and versions 

Full description of the case including symptoms, error messages(s), 

and steps taken to troubleshoot the case thus far 

• Business/system impact 

If this is the Support Liaison’s first call, they should also be prepared to 

provide the following: 

• Street address 

• Phone number 

• Fax number 

• Email address 

To help the Technical Support representative resolve the problem promptly 

and effectively, be prepared to provide the following additional information: 

• Case number: Please keep a record of the number assigned to each case 

logged with MicroStrategy Technical Support, and be ready to provide it 

when inquiring about an existing case 

• Software version and product registration numbers of the MicroStrategy 

software products you are using 

© 2012 MicroStrategy, Inc. Resources xxvii


• Case 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 events took place immediately prior to the first occurrence of 

the condition (for example, a major database load, a database move, 

or a software upgrade)? 

If there was an error message, what was its exact wording? 

What steps have you taken to isolate and resolve the issue? What were 

the results? 

• System configuration (the information needed depends on the nature of 

the problem; not all items listed below may be necessary): 

Computer hardware specifications (processor speed, RAM, disk space, 

and so on) 

Network protocol used 

ODBC driver manufacturer and version 

Database gateway software version 

(For MicroStrategy Web-related problems) browser manufacturer 

and version 

(For MicroStrategy Web-related problems) Web server manufacturer 

and version 

If the issue requires additional investigation or testing, the Support Liaison 

and the MicroStrategy Technical Support representative should agree on 

certain action items to be performed. The Support Liaison should perform 

any agreed-upon actions before contacting MicroStrategy Technical Support 

again regarding the issue. If the Technical Support representative is 

responsible for an action item, the Support Liaison may call MicroStrategy 

Technical Support at any time to inquire about the status of the issue. 

xxviii Resources © 2012 MicroStrategy, Inc.


Feedback 

Please send any comments or suggestions about user documentation for 

MicroStrategy products to: 

documentationfeedback@microstrategy.com 

Send suggestions for product enhancements to: 

support@microstrategy.com 

When you provide feedback to us, please include the name and version of the 

products you are currently using. Your feedback is important to us as we 

prepare for future releases. 

© 2012 MicroStrategy, Inc. Feedback xxix


xxx Feedback © 2012 MicroStrategy, Inc.

1 

1.INSTALLATION PREREQUISITES 

Introduction 

To upgrade MicroStrategy Narrowcast Server, see the Narrowcast Server 

Upgrade Guide. 

The information in the MicroStrategy Readme file represents the latest 

certification and support information that was available at the time the 

product was released. To access the MicroStrategy Readme files, from the 

Windows Start menu, point to Programs, then to MicroStrategy, and then 

choose ReadMe. 

Before installing Narrowcast Server, review the sections in this chapter to 

ensure that you have the appropriate network, hardware, software, and 

database requirements and configurations set up. 

Network requirements 

Narrowcast Server uses your network environment to deliver email messages 

and provide Subscription Portal web pages, so the network environment 

must be configured and connected. To perform remote administration, 

© 2012 MicroStrategy, Inc. Network requirements 1

1 

Installation Prerequisites Narrowcast Server Installation and Configuration Guide 

Narrowcast Administrator users require a compatible security configuration 

in place. 

Network prerequisites include: 

• Windows domain and accounts with Administrative privileges 

• Connection to an email server to send email messages 

• Web (HTTP) connection to use the Subscription Portal 

• SMS (SMPP) requirements to send all phone messages 

Details for each of these requirements are below. 

Windows domain and account requirements 

Narrowcast Server and Narrowcast Administrator rely on Windows accounts 

to control access to system development and administration tasks. 

• Windows accounts: To install Narrowcast Server, you must log in to 

Windows with an account that has administrator privileges and 

permissions on every computer that you might use as a Narrowcast 

Server component within a given system. You must also provide an 

account with the same privileges and permissions to the Narrowcast 

Server setup program for the Narrowcast Server service account. Before 

creating a new system, you must log in to the machine with an account 

that also has similar privileges and permissions. 

• Computer registration: Each computer that you use in your Narrowcast 

Server system, including any machines used to run Narrowcast 

Administrator, must belong to the same Windows domain, or to another 

domain that trusts the domain used for Windows accounts. 

When installing Narrowcast Server, you will be asked to enter an account 

that will be used to run certain Narrowcast Server services. This account 

must meet the following requirements: 

• Has a password that will not expire. Do not use your own network 

account for which the password might expire (causing your system to 

stop working). Your network administrator should be able to provide a 

special account for this purpose. 

• Has the Windows privilege “Access this computer from network.” This 

privilege should be assigned to the Administrators group by default. 

2 Network requirements © 2012 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Installation Prerequisites 1 

Email (SMTP) requirements 

For Narrowcast Server to send email messages, it must be able to connect to 

and interact with receiving email servers. Typically, SMTP email messages 

are sent on TCP port 25. Thus, to transmit to email servers, any machine that 

will be used as an execution engine must be able to connect through firewalls 

and other security systems using port 25. For email transmission testing and 

troubleshooting information, see Testing SMTP connectivity in the 

Narrowcast Server System Administrator Guide. 

• Smart hosts: You can select to use a smart host as a message forwarding 

or transfer agent for Narrowcast Server. This technique can be used to 

increase both system throughput and system security. To use a smart 

host, you must know the name and target port of the server, and ensure 

that Narrowcast Server can connect to it over the network. Narrowcast 

Server has its own SMTP transmission capabilities, so use of a smart host 

is not required. 

• Reverse DNS Lookup: Some email servers perform a reverse DNS 

lookup when other email servers attempt to send email messages to them. 

If your Narrowcast Server system might be used to send messages to such 

email servers, you must use a valid Internet domain in the From and 

Reply-to address settings of your email (SMTP) and wireless (SMTP) 

information transmitters. You must also register each execution engine 

as a mail server for that domain. Otherwise, your messages might be 

rejected by these remote email servers. 

Web (HTTP) requirements 

The Subscription Portal is a page that allows users to view and modify their 

Narrowcast Server Subscriptions. 

Web browsers running on client machines must be able to connect to and 

interact with your Subscription Portal servers for subscribers to use the 

Subscription Portal. Typically, browser (HTTP) requests are sent on TCP 

port 80, so any machine that will be used as a Subscription Portal client must 

be able to connect through firewalls and other security systems to your 

Subscription Portal web server using port 80. 

© 2012 MicroStrategy, Inc. Network requirements 3

1 


SMS (SMPP) requirements 

SMSs (short message services) commonly use the peer-to-peer protocol 

SMPP. The information transmitter provided with Narrowcast Server is 

designed to connect to an SMSC (short message service center) using SMPP. 

System hardware requirements 

The number of machines you can install Narrowcast Server on depends on 

which edition of Narrowcast Server you have: 

• Enterprise Edition: Narrowcast Server components can be installed on 

one machine or distributed across several machines in a clustered 

configuration. 

• Standard Edition: Supports the use of only one machine in a Narrowcast 

Server system. 

You can install and configure Narrowcast Administrator on as many 

machines as you require for system development, testing, and 

administration purposes. 

Narrowcast 

Server is licensed based on CPU number and clock speed. 

Thus, Narrowcast Server can only be installed on machines with a 

clock speed that is less than or equal to the licensed clock speed. If you 

try to install the product on a machine that is faster than your license 

allows, installation fails. For example, if you are licensed only for 750 

MHz clock speeds, you cannot install the software on a 1 GHz 

machine. 

The tables below list the Narrowcast Server application hardware 

requirements. To verify updated requirement information, see the 

MicroStrategy readme. 

4 System hardware requirements © 2012 MicroStrategy, Inc.


Minimum hardware requirements 

The following minimum hardware requirements are recommended for 

installing all Narrowcast Server components on one machine: 

Hardware Minimum Requirements 

Processor 600 MHz Pentium or equivalent 

Memory 512 MB RAM 

Storage 1 GB free disk space 

Each Narrowcast Server component has its own additional hardware 

requirements. 

Narrowcast Administrator hardware requirements 


installing the Narrowcast Administrator component on a single machine: 


Processor 266 MHz Pentium II 


Storage 500 MP free disk space 

Delivery Engine hardware requirements 

The Enterprise Edition of Narrowcast Server Delivery Engine can be 

installed on one machine or it can be distributed across several machines for 

increased performance and failover protection. Each machine in the cluster 

must have a complete Delivery Engine installed, regardless of whether or not 

every component will be used on it. This section lists the minimum 

requirements for a single-machine configuration and for each component in 

a distributed configuration. The components include the processor, amount 

of RAM, and amount of storage available on the machine. 

A 

minimum of 512 MB of virtual memory is recommended on any 

machine that is used as part of the Delivery Engine, regardless of the 

minimum amount of physical memory indicated. 

© 2012 MicroStrategy, Inc. System hardware requirements 5

1 


Single Delivery Engine component in a distributed system 

The following minimum hardware requirements are recommended for a 

Delivery Engine configuration in which separate servers are used for the 

Delivery Engine and Subscription Portal, but all Delivery Engine 

components reside on a single machine: 




Storage 1 GB free disk space 

:Single Delivery Engine component in a distributed system 

The following minimum hardware requirements are recommended when a 

single Delivery Engine component such as Distribution Manager, Execution 

Engine, Narrowcast Administrator, or MicroStrategy Logging Server is used 

on a specific machine in a distributed configuration: 


Processor 266 MHz Pentium II 


Storage 500 MB free disk space 

Subscription Portal hardware requirements 

The Enterprise Edition of Subscription Portal can be installed on one 

machine or it can be distributed across several machines for increased 

performance and failover protection. This section lists the minimum 

requirements for a single-machine configuration as well as for each 

component in a distributed configuration. 

Single-machine Subscription Portal configuration 

The following minimum hardware requirements are recommended for a 

Subscription Portal configuration in which separate servers are used for the 

6 System hardware requirements © 2012 MicroStrategy, Inc.


Delivery Engine and Subscription Portal, but all Subscription Portal 

components reside on a single machine: 





Single Subscription Portal component in a distributed system 


installing a single Subscription Portal component, such as the Subscription 

Portal, in a distributed system: 





Hardware requirements for other software products 

The minimum hardware requirements in this chapter are for configurations 

in which Narrowcast Server or its components are the only software running 

on a machine, aside from the other required software products discussed in 

System software requirements, page 8. 

Aside from the software described above, other software products also 

consume memory, CPU processing power, network bandwidth, and disk 

space, and thereby reduce the resources available to Narrowcast Server. For 

example, MicroStrategy Intelligence Server and MicroStrategy Web can each 

consume significant portions of the total available system memory and CPU 

cycles. Therefore, the minimum hardware requirements provided should be 

increased for machines that also run other server or client software. 

If 

Narrowcast Server system performance is a concern, it is not 

advisable to install other software products, including Intelligence 

Server, on any Narrowcast Server system machines. 

© 2012 MicroStrategy, Inc. System hardware requirements 7

1 


Use the following guidelines to estimate the minimum hardware 

requirements for a machine that will host several software products: 

• Processor: Take the sum of the minimum processor requirement values 

for each server and client software product that will be running 

concurrently. The resulting value should approximate the minimum 

processor requirement for your machine. 

• Memory: Subtract 64 MB from the minimum memory requirement for 

each piece of software that will be running concurrently. Take the sum of 

these values, and then add 64 MB to the result to allow for operating 

system requirements. The resulting value should approximate the 

minimum memory requirement for your machine. 

• Storage: Because most software products share numerous files, it is 

difficult to estimate the total free disk space requirements for a machine 

before all products that will coexist on that machine have been installed. 

It is generally advisable to have between 256 MB and 1 GB of minimum 

free disk space on server machines after all software products have been 

installed, to ensure that adequate space for temporary files, log files and 

data files is available. 

Refer to the MicroStrategy Readmes for detailed information about 

minimum hardware requirements and recommendations for other 

MicroStrategy server and client products. 

System software requirements 

Narrowcast Server has specific requirements for additional software, shown 

in the following table, that must be installed on Narrowcast Server machines 

before the product can be used. If the proper software products and versions 

8 System software requirements © 2012 MicroStrategy, Inc.


are not installed, Narrowcast Server may demonstrate unpredictable or 

unstable behavior. 

Software Minimum Requirements 

Operating system Microsoft Windows 2008 64-bit Server 

Certification updates 

The MicroStrategy Narrowcast Server Readme file contains certification, 

support, and recommendation information for all required system software. 

This includes type, version, and language information for operating systems, 

Web browsers, databases, and ODBC drivers. The information in the readme 

file represents the latest information that was available at the time the 

product was released. 

Database requirements 

Narrowcast Server stores its persistent information in two repositories, an 

Object Repository and a Subscription Book Repository: 

• The Object Repository contains: 

Microsoft Windows 2003 32 and 64-bit Server 

Microsoft Windows XP Professional, Windows Vista, and 

Windows 7 for Narrowcast Administrator only. 

ODBC software ODBC drivers suitable for connecting to the Object 

Repository and Subscription Book Repository 

databases. See the Certified and supported 

configurations topic in the MicroStrategy readme file for 

the latest supported ODBC drivers. 

Web server Microsoft Internet Information Services 7.5, 7.0, 6.0. 

Web browser Microsoft Internet Explorer 7.x, 8.x, 9.x. 

The administration objects that define the Narrowcast Server system 

configuration (execution engines, distribution managers, and so on). 

The application objects that define the application (services, 

Narrowcast documents, and so on). 

• The Subscription Book Repository stores the information related to 

subscriptions, such as users, addresses, and personalization information. 

© 2012 MicroStrategy, Inc. Database requirements 9

1 


These repositories each require a suitable database and a data source name 

(DSN) for connection, although the same database and DSN can be used for 

both repositories. (If you use the Portal Repository in addition to the two 

repositories above, it is recommended that you use a single database to keep 

administration simple.) 

This section list the requirements for database permissions, connectivity, 

DSNs, and table name prefixes. It also lists the requirements for specific 

databases. 

Database permissions 

Narrowcast Administrator requires that the database login used for each 

repository database has CREATE TABLE, DROP TABLE, UPDATE, 

DELETE, and INSERT permissions on that database. 

In addition to the above permissions, the following permissions are also 

required: 

• For Oracle, DB2, and Teradata databases: CREATE INDEX 

• For DB2 and Teradata databases used for the Subscription Book 

Repository: DROP/CREATE TRIGGERS 

• For Oracle database used for the Subscription Book Repository: DROP/ 

CREATE SEQUENCE 

For 

Database connectivity 

ODBC 

the latest information on supported databases for Narrowcast 

Server repositories, refer to the Certified and Supported 

Configurations page of the MicroStrategy Readme file. 

Open database connectivity (ODBC) is required on all Narrowcast Server 

machines to connect to the Object, Subscription Book, and Portal 

repositories. 

For 

the latest information on recommended ODBC drivers for your 

database, refer to the Narrowcast Server section of the 

MicroStrategy Readme. 

10 Database requirements © 2012 MicroStrategy, Inc.


JDBC 

The SequeLink Server service, installed by the SequeLink Connectivity 

Software, provides JDBC connectivity through available ODBC drivers, so 

that in many installations the same drivers can be used for both ODBC and 

JDBC. 

Data source names 

Data source names (DSNs) provide all of the information needed by 

ODBC-compliant applications and servers to connect to databases, with the 

exception of a valid database login and password. Narrowcast Server 

requires at least one DSN to connect to a database to create and populate the 

Object Repository, Subscription Book Repository, and Portal Repository. 

Because these three repositories can coexist in the same database (and it is 

recommended that they do), it is often easiest to use a single DSN for all 

three, and collocate them. If required, a distinct DSN can be used for each 

repository. 

Separating 

the Object Repository, Subscription Book Repository, and 

Portal Repository is not recommended as it can unnecessarily 

complicate system administration. 

In a clustered environment, all Narrowcast Server machines must have DSNs 

with the same names and definitions. Not every component needs a 

connection to (and hence a DSN for) each repository. The repository 

connection requirements for each component are shown in the following 

table: 

Component 

Object 

Repository 

Narrowcast Administrator Requires 

connection 

Distribution Manager Requires 

connection 

Execution Engine Requires 

connection 

SequeLink Requires 

connection 


Subscription 

Book Repository 

Requires 

connection 

Requires 

connection 

Requires 

connection 

Requires 

connection 

Portal 

Repository 

Requires 

connection 

Requires 

connection 

Logging Server Requires 

connection 


1 


For more information on creating data source names, see Chapter 5, ODBCs, 

DSNs, and Database Connectivity. 

Prefixes for repository table names 

When creating object repositories and subscription book repositories, you 

can specify a prefix for the names of the repository tables. For repositories in 

DB2, Oracle, or Teradata, you can use a prefix consisting of the name of the 

owner of the tables (the database login used to create them) followed by a 

simple prefix string. For example, if your database login is “ncadmin” and 

your table name prefix is “TEST”, you can use a repository prefix such as 

“ncadmin.TEST”. 


Server does not support prefixes that include the table 

owner name for repositories in Microsoft SQL Server, so you cannot 

use this capability with repositories in Microsoft SQL Server. 

Repository and DSN requirements for DB2 

Repositories in DB2 

Both the Object Repository and Subscription Book Repository use 

double-byte VARGRAPHIC columns when hosted on DB2. This data type is 

not enabled in DB2 databases by default. When the database is created, it 

must be configured to use the UTF-8 code set. 

This 

setting cannot be changed on a database that already exists; it 

can only be specified when the database is being created. 

To check your database configuration for the UTF-8 code set 

1 Right-click the database in the DB2 Control Center, and select 

Configure. 

2 On the Environment tab, the Database Code Set parameter must be set 

to UTF-8. 

If you do not have access to DB2 Control Center, create a table with the 

VARGRAPHIC data type and run a test to confirm that the table has been 

12 Database requirements © 2012 MicroStrategy, Inc.


successfully created. The following SQL statement can be used to perform 

such a test: 

CREATE TABLE TEMPVAR (VAR_COL VARGRAPHIC(127)) 

To create a database that uses UTF-8, you can use the Create Database 

Smartguide in DB2 Control Center. Change the code set to UTF-8. 


Server does not support DB2 databases that have been 

partitioned. If only partitioned databases are available, create a new, 

unpartitioned database to use DB2 to store your Narrowcast Server 

repositories. 

Data source names for DB2 

All machines connecting to the database must have their DSNs configured 

properly. 

To configure DSNs for DB2 

1 On the ODBC control panel, select the DSN. 

2 Click Configure. 

3 At the prompt to connect, click No. 

4 Click Advanced. 

5 On the Data Type tab, select the IBM GRAPHIC Support parameter. 

6 Select the Report Graphic data types check box. 

7 Clear the Report length in bytes check box. 

Repository Requirements for Oracle 

If an Oracle database is configured to use the UTF-8 character set, 

Narrowcast Server must use a different set of repository creation scripts than 

it would use for an Oracle database that is not configured to use that 

character set. When you create either the Object Repository or the 

Subscription Book Repository on an Oracle database, you are asked to 


1 


specify whether the selected database is configured to use the UTF-8 

character set. 

If 

you specify that your database does not use the UTF-8 character set 

when in fact it does, Narrowcast Administrator generates errors when 

you attempt to save objects with long names or descriptions that use 

many multi-byte characters. 

Narrowcast Server achieves slightly better performance as well as better use 

of database storage space if you can limit your system to a single-byte 

character set. This might be possible if all of your users’ names and 

addresses, object names, and site and channel names can be represented by 

one single-byte character set. Otherwise, the strings that Narrowcast Server 

must store can only be represented using multi-byte character sets. 

The 

use of UTF-8 encoding is strongly recommended over the use of 

other multi-byte character sets. 

Repository requirements for Teradata 

Make sure that Teradata data source names (DSNs) are set to Run in Quiet 

Mode. 

The following configurations are supported for Teradata database Version 2 

Release 6.2 (V2R6.2): 

• Teradata ODBC driver version: 12.00.00.00 

• Database character set: UTF-8 or ASCII 

• Teradata ODBC driver version: 3.06.00.X 

• Database character set: ASCII 

System-wide planning and configuration 

Narrowcast Server contains two subsystems: the Delivery Engine and the 

Subscription Portal. Each of these subsystems contains multiple components 

that can be installed on the same machine or on multiple machines to 

increase throughput, provide failover, or meet corporate security 

requirements. For more information on system-wide planning and security 

considerations, see Clustering in the Narrowcast Server System 

Administrator Guide. 

14 System-wide planning and configuration © 2012 MicroStrategy, Inc.

2.INSTALLATION PROCEDURES 

Introduction 

2 

This chapter helps you install Narrowcast Server using the MicroStrategy 

Setup Wizard, which provides steps to guide you through the installation 

process. 

Installing Narrowcast Server 

To install MicroStrategy products, you must log in to your machine using a 

domain account with Windows administrative privileges for the domain or 

target machine. The domain must include your database servers. 

To exit the installation process at any time, click Cancel. 

© 2012 MicroStrategy, Inc. Installing Narrowcast Server 15

2 

Installation Procedures Narrowcast Server Installation and Configuration Guide 

Prerequisites 

Before you begin using the Setup Wizard, you should review and complete 

the following required prerequisites: 

• To install Narrowcast Server, you must log on to the machine on which 

you intend to install using a network account that has administrative 

privileges on every machine in the Narrowcast Server system. 

• The version of the vbscript.dll found on the machine must be at least 

5.6.0.7426 or later. 

• Various components of Narrowcast Server require a directory to store 

temporary files. To ensure that the temporary path is defined when 

Narrowcast Server runs under the system account, the MicroStrategy 

Setup Wizard checks for the existence of system environment variables 

TMP and TEMP, and if necessary, creates them based on the user 

environment variables. 

• Narrowcast Server installation requires MDAC 2.61 (sp1), which is not 

included in the MicroStrategy installer. This is a SequeLink ODBC Socket 

Server requirement. Download and install the MDAC installer from 

www.microsoft.com before installing Narrowcast Server. 

To begin installation 

1 Log on to the machine where you are installing Narrowcast Server. 

2 Exit all Windows applications before starting the installation process. 

3 You can access the Setup Wizard in the following ways: 

• From the disk: Insert the disk into he disk drive and wait for the 

MicroStrategy Main Menu page to display automatically. 

If the MicroStrategy Main Menu page does not open, locate and run 

Setup.exe. 

• From the download site: Download the files from the MicroStrategy 

download site. Locate and run the Setup.exe file. 

Note 

the following: 

– Contact your MicroStrategy sales representative to determine 

the location and login credentials for the MicroStrategy 

download site. 

16 Installing Narrowcast Server © 2012 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Installation Procedures 2 

– You may need to extract the downloaded files to locate the 

Setup.exe file. When extracting the files, ensure that the 

extraction software maintains the folder structure of the 

compressed files. Most extraction software maintains the 

folder structure by default, but if you use WinRAR, ensure that 

you select the Extract full paths option. 

4 Click Install Software. The MicroStrategy Software page opens. 

5 Click Install MicroStrategy Platform. 

6 If this is the first time that you are running this install, you are prompted 

to choose the language for the wizard. Select the appropriate language 

from the drop-down list and click OK. 

The Setup Wizard opens and guides you through the rest of the installation 

process. The sections below describe the actions you must take for each page 

in the wizard. After you enter the required information on an installation 

page, click Next to proceed to the next page of the Setup Wizard. 

If any Windows services are running for previously installed MicroStrategy 

products, you are prompted to stop them. Click Yes to proceed. If you click 

No, you cannot install any MicroStrategy products until you stop all 

MicroStrategy services. 

Welcome 

Read the information on the Welcome page and proceed to the next page of 

the wizard, then click Next. 

If you opened the Setup Wizard using the Microsoft Control Panel using the 

Add/Remove Programs option, the wizard opens the Welcome page in 

maintenance mode. For details to modify, repair, or remove all or part of 

your MicroStrategy installation, see the MicroStrategy Installation and 

Configuration Guide. 

License Agreement 

Read the license agreement, and accept or decline the agreement by clicking 

the appropriate button. If you choose to decline, you cannot install 

MicroStrategy products. 

Click Print to print a copy of the license agreement for your records. 


2 


Customer Information 

Enter the following customer information: 

• User name 

• Company name 

• License key 

Licensed users can contact MicroStrategy Technical Support to obtain a 

license key. 

Setup Type 

Select a Typical or Advanced setup. The significant differences between a 

Typical setup and an Advanced setup are: 

• Typical: With this setup, all products selected for installation are 

installed in the same location. The system assigns the common files to the 

C:\Program Files\Common Files\MicroStrategy folder. 

• Advanced: With this setup, you can specify a different installation 

location for all products selected for installation. You can also select the 

installation location for the MicroStrategy common files. 

Choose Destination Location 

Type the location or click Browse to select a location where the 

MicroStrategy products are to be installed. 

Note 

the following: 

– With both Typical and Advanced setup types, you can choose the 

directory for a product only if that product is not already installed 

on the server machine. Otherwise, the product can only be 

installed in the same directory in which it already exists. In that 

case, this page is not displayed. 

– While this setting determines the default root directory for the 

MicroStrategy products you install, you can change the destination 

of a product later if you choose an Advanced setup in the previous 

page. 



Select Components 

The Select Components page displays a list of MicroStrategy products. The 

details about each MicroStrategy product you select are displayed in the 

Description pane. The hard disk space required to install the selected 

product is displayed below the list of products. 

Select the check box next to the MicroStrategy product to include that 

product in the installation. Alternatively, you can clear a check box to 

uninstall or exclude a MicroStrategy product from the installation. The 

installation pages you see after this step depend on the products you choose 

to install. 

Narrowcast Server components 

If you expand Narrowcast Server, you can choose to install individual 

subcomponents of Narrowcast Server. For Narrowcast Server, the following 

subcomponents are available: 

• MicroStrategy Narrowcast Administrator 

• MicroStrategy Delivery Engine 

• MicroStrategy Subscription Portal 

• MicroStrategy Tutorial - Delivery (a sample project) 

• SequeLink Connectivity Software 

For details on Narrowcast Server subcomponents, see the Narrowcast 

Server Getting Started Guide. 

Tutorial - Delivery components 

If you expand MicroStrategy Tutorial - Delivery, you can choose individual 

components of the MicroStrategy sample Tutorial project to install. These 

components are: 

• MicroStrategy Tutorial - Delivery Installation 

• MicroStrategy Tutorial - Delivery Configuration 

Both must be selected to run the Tutorial - Delivery sample project and the 

services and reports within it. 


2 


Select Components page 

• Narrowcast Administrator does not include any individual components. 

• If you select Narrowcast Server or any of its components, including 

Tutorial - Delivery, you must also select Narrowcast Administrator. 

• For evaluation users, the MicroStrategy Tutorial - Delivery is 

automatically installed; it does not appear as a subcomponent on this 

page. 

• If you have previous version of Narrowcast Server on your machine and 

have not uninstalled them, you are prompted to overwrite them. 

• If you are prompted to stop your web server, click Yes. If you click No, 

you cannot continue with the installation until you stop your web server. 

• If you are installing Narrowcast Server on a machine where 

MicroStrategy Web is installed or where Narrowcast Server has 

previously been installed, when you click Next on the Select Components 

page, a prompt appears asking whether you want to preserve your 

existing MicroStrategy Web and/or Narrowcast Server configuration 

settings. 

This is necessary because the Narrowcast Server Subscription Portal and 

MicroStrategy Web store configuration information in property files 

maintained on the local machine. One or more such property files are 

installed, accessed, and updated by the different Subscription Portal and 

Web components to store required configuration information. 

If you have already configured a Subscription Portal or Web delivery 

on this machine and want to preserve the existing configuration, click 

Yes. In this case, you can use the virtual directory name from the 

earlier install. The product then configures the virtual directory for 

use with the new install. 

If you are installing for the first time or are installing on a machine 

where previous product installations have been uninstalled, click No 

to create a new configuration. In this case, you must choose a virtual 

directory name that does not exist. 

Answering 

this question correctly is important. If you choose an 

answer that is inappropriate for your situation, your system might 

not work properly. 



MicroStrategy Subscription Portal setting 

This page is displayed only if you choose to install MicroStrategy 

Subscription Portal and only if you do not have a previous version of 

Subscription Portal installed. 

Type the name of the Microsoft Internet Information Server (IIS) virtual 

directory to be created for the MicroStrategy Subscription Portal. This name 

should be the address location of the MicroStrategy Subscription Portal. 

The 

virtual directory name must be unique. Each MicroStrategy 

product must have a different virtual directory name. 

Select Program Folder 

This page displays the list of existing program folders in your Windows Start 

menu. A program folder is the folder that you access a software program 

from. You can type a different name for the folder that will store the 

MicroStrategy products you are installing, or you can accept the default. It is 

recommended that you accept the default program folder name. 

MicroStrategy Narrowcast Server setting 

It is recommended that you create a Narrowcast Server service account by 

leaving the check box cleared. To create the Narrowcast Server service 

account, enter the following information: 

• Login: Type a Windows login (in the format Domain\User) with 

administrative privileges for every machine in the Narrowcast Server 

system cluster. For more information on service account requirements, 

see Windows domain and account requirements Chapter 1, Installation 

Prerequisites. 

• Password: Type a valid password for the Windows login entered in the 

Login field above. 

• Confirmation: Retype the password to confirm that it is correct. 

Note the following: 

– During installation, if the Narrowcast services are set to use the 

local system account, and you want to enable non-administrative 

NT users to access Narrowcast Server functionality, you need to 

configure the Identity settings of the DCOM servers manually after 

the installation is completed. 


2 


– You must have Administrative privileges on the Narrowcast Server 

machine to be able to configure the Narrowcast Server machines in 

a clustered environment. 

– DCOM configuration must be correct for the system to run 

successfully. An error in the DCOM configuration may render the 

system unusable. 

To configure the DCOM servers 

1 Click Start and select Run. 

2 Type dcomcnfg and click OK. 

3 Select the DCOM servers to configure. You need to configure the 

MCDMProxy and MCProxy servers. 

4 Click Properties. The Properties dialog box opens. 

5 On the Identity tab, select This user and type the required data in the 

User, Password, and Confirm Password fields. 

6 Click OK. 

7 Restart the system. 

If you want to revert to the regular Administrative mode, set the 

DCOM identity for the servers to the user that is launching 

Narrowcast Server. 

Start Copying Files 

This page displays a summary of the choices you made throughout the 

wizard, including the following information about your installation: 

• Products that will be installed or updated 

• Target directories in which the products are installed 

• Name of the Windows Start menu program folder 

• Virtual directories for the Narrowcast Server Subscription Portal 

• Service accounts for Narrowcast Server 



• Location of the installation log file 

• License details 

Click Install. The process can take several minutes, depending on your 

computer’s hardware configuration. 

You 

can print a copy of this information for your records by clicking 

Print. 

The SequeLink ODBC Socket Server Manager and the SequeLink ODBC 

Socket Server Services are installed automatically along with the other 

products you chose to install. 

When the installation process is complete, select Yes to view the ReadMe file 

or select No to go to the InstallShield Wizard Complete page. 

InstallShield Wizard Complete 

If the option to restart your machine is displayed, select Yes to ensure that 

the installation process finishes correctly. You must restart the machine 

before using Narrowcast Server. 

Click Finish to complete the installation. See Chapter 3, Configuring 

Narrowcast Server to configure your newly installed Narrowcast Server 

system. 

Installation verification 

During the installation process, the Setup Wizard gathers and records 

information about your system and your installation selections. You can 

verify installation setup information through the installation log file 

(install.log), located by default in C:\Program Files\Common 

Files\MicroStrategy. 

The installation log file includes the following information: 

• Installation date 

• Target directories 

• Program folder name 

© 2012 MicroStrategy, Inc. Installation verification 23

2 


• Operating system identification 

• Hardware specifications 

• Selected installation options 

• Registry paths 

• List of registered files 

The installation log file can be particularly helpful if you encounter 

errors during the installation process. For example, the log file can 

provide details whether a registry key or path was not added or if a 

critical file was not registered successfully. 

Installing custom components 

Some Narrowcast Server system configurations include the use of custom 

components or modules. These can include custom information source 

modules, document formatting modules, information transmission modules, 

and logging modules. When such custom modules are required for a system, 

they must be installed and registered on every machine that is used for 

Narrowcast Administrator or Narrowcast Server. If this is not done, the 

interfaces necessary to configure each module are not available in 

Narrowcast Administrator, and the functionality and procedures required 

for service execution are not available to Narrowcast Server. 

For more information about creating, installing, registering, and using 

custom modules with Narrowcast Server, see the online MicroStrategy 

Narrowcast Server SDK Guide. 

Uninstalling Narrowcast Server 

The Narrowcast Server uninstallation procedure performs the following 

actions: 

• Unregisters and removes selected files, registry entries, and shortcuts 

logged in the Uninst.isu log file. 

• Calls a custom DLL to handle unlogged items, such as registry entries and 

files. 

24 Installing custom components © 2012 MicroStrategy, Inc.


Before uninstalling Narrowcast Server, note the following: 

• You should make backups of files that have the extension "properties" 

located in the Subscription Portal and Common Files folders and 

subfolders. These files are modified when you configure your system. 

When the uninstallation program deletes them, you lose the 

modifications. 

• If you have configured services using the Subscription Portal 

Administration Wizard to support dynamic subscription or page-by 

personalization, you should make backups of files that begin with "DYN" 

and have the extension "xml", located in the Subscription Portal and 

Common Files folders. To locate and back up these files, you can use 

Windows Explorer or the command prompt window. Your system drive 

letter and folder structure may vary. 

• You must uninstall all Narrowcast Server components (Delivery Engine 

and Subscription Portal) before you uninstall Narrowcast Administrator. 

• If you uninstall and reinstall the product, your system is not restored to 

its original state. You must reconfigure the server configuration of your 

system, either by: 

Choosing a new Sequelink machine using the System Configuration 

Wizard in Narrowcast Administrator; or 

Restoring the files that you backed up before performing the 

uninstallation procedure. 

Before uninstallation begins, the uninstall program performs the following 

actions: 

• Checks for user privileges. If they are not valid, uninstallation stops. 

• Checks for running components. If a component is found running, 

uninstallation stops. 

• Stops all services that are part of the Narrowcast Server system. 

• Deletes files created by the application, such as *.log, *.gid, *.eml, and 

*.tb. 

© 2012 MicroStrategy, Inc. Uninstalling Narrowcast Server 25

2 


To uninstall Narrowcast Server 

1 Log in as a user with administrator privileges on the local machine, and 

close all installed MicroStrategy products. 

2 From the Start menu, select Settings, and then Control Panel. 

3 In the Control Panel, double-click the Add/Remove Programs icon. The 

Add/Remove Programs dialog box opens. 

4 Select MicroStrategy 9 and click Change/Remove (or Add/Remove in 

Windows NT). The MicroStrategy Setup/Maintenance program opens. 

5 Select the appropriate option depending on what you have installed: 

• If you have installed Narrowcast Server and other MicroStrategy 

products, and only want to uninstall Narrowcast Server, select Modify 

and click Next. 

• If you want to remove all MicroStrategy components or if Narrowcast 

Server is the only component on this machine, select Remove. Click 

Yes to any prompts that appear, then click Finish to close the 

maintenance program. 

6 You must stop Narrowcast Server services to perform this update. Click 

Yes if you want the Setup Wizard to stop them for you. 

7 Select to accept the license agreement and click Next. 

8 Verify your customer information and click Next. 

9 Verify your setup type and click Next. 

10 Clear the check box next to the product(s) that you want to uninstall, then 

click Next. 

11 Click Yes or No to remove or keep your virtual directory. 

If your Narrowcast system is currently enabled for MicroStrategy 

Web subscriptions, it is recommended that you keep the virtual 

directory. 

12 Verify the settings and click Next to begin removing files. 

26 Uninstalling Narrowcast Server © 2012 MicroStrategy, Inc.


13 When the uninstall process is complete, click Finish to close the 

maintenance program. 

After 

this process is complete, the program may display a message 

stating that some components could not be completely removed and 

that the system needs to be rebooted. Restart the machine to achieve a 

clean uninstall. 

© 2012 MicroStrategy, Inc. Uninstalling Narrowcast Server 27

2 


28 Uninstalling Narrowcast Server © 2012 MicroStrategy, Inc.

3 

3.CONFIGURING NARROWCAST 

SERVER 

Introduction 

This chapter provides configuration guidelines for setting up a Narrowcast 

Server system. 

Narrowcast Server systems can be created using the System Configuration 

Wizard. When a new Narrowcast Server system is created, several tables are 

created in the specified Object Repository database. If the sample Tutorial - 

Delivery project is installed, several sample services are added to the 

Narrowcast Server system. Finally, the system is given a name so that it can 

be easily identified and recognized. Details on the configuration process are 

below. 

A Narrowcast Server system name is used to identify a system once it has 

been registered. This name is displayed in Narrowcast Administrator as the 

root in the Location box and in the Folder List pane. When registering a 

system during system configuration, if an existing system is chosen, the 

system is presented using the system prefix. For this reason, it is important 

to record Narrowcast Server systems by both the system name and the 

system prefix specified when the Object Repository is created. This enables 

you to identify each system later when you register it using the System 

Configuration Wizard. 

© 2012 MicroStrategy, Inc. 29

3 

Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide 

For steps to configure a Subscription Portal on a separate web server 

machine or in a cluster, see Chapter 4, Configuring the Subscription Portal. 

Prerequisites 

• Narrowcast Server must be installed. See Chapter 2, Installation 

Procedures for steps to install various Narrowcast product components. 

• To control Microsoft Windows NT and Microsoft Windows 2000 services 

on a machine, your Windows account must have administrator privileges 

on that machine. Add your Windows account to the Administrators group 

on each Narrowcast Server machine using the Microsoft User Manager 

administrative tool. For more information on using Microsoft User 

Manager, see Accounts in the Narrowcast Server System Administrator 


Configuration overview 

Narrowcast Server contains several components that must be properly 

configured before a Narrowcast Server system can operate. 

Configuration includes the following tasks: 

• Create an Object Repository: The Object Repository is the core storage 

facility for Narrowcast Server objects. Narrowcast Server cannot store 

configuration parameters, application objects, or other information 

without an Object Repository. 

• Create a Subscription Book Repository: The Subscription Book 

Repository is the location in which subscribers, addresses, subscriptions, 

and user preferences are stored. Narrowcast Server cannot execute 

services, and Narrowcast Administrator cannot be used to administer 

subscribers, without a configured Subscription Book Repository. 

• Define a cluster configuration: A Narrowcast Server system can exist 

without any distribution managers, execution engines, or other machines 

being configured. Such systems can be used to store archives or backups 

of Narrowcast Server objects. A server is necessary to execute services 

and provide a Subscription Portal web interface. A clustered server 

system can provide better performance, scalability, and availability than a 

single server. 

30 Prerequisites © 2012 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3 

• Configure information sources: An application designer can create and 

execute services without the existence of an information source. 

However, dynamic service content can only be generated through the use 

of an information source. 

• Configure information transmitters: Information transmitters provide 

the delivery capabilities of Narrowcast Server. Without them, messages 

cannot be sent. 

Configuration tools 

Narrowcast Administrator makes the process of configuring your system fast 

and easy, by providing a configuration tool called the Narrowcast Server 

System Configuration Wizard. The System Configuration Wizard opens the 

first time you launch Narrowcast Administrator. Alternatively, you can 

access it from Narrowcast Administrator: from the System menu, select 

Configure New System. 

If 

Remote access 

you installed the MicroStrategy Tutorial - Delivery sample project, 

the configuration process launches the first time that you open 

Narrowcast Administrator. This process walks you through how to 

configure the system so that the sample reports and documents can be 

delivered using the sample services that come with the Tutorial- 

Delivery project. You can later reconfigure your system in whatever 

way suits your user’s needs, using the System Configuration Wizard. 

For details to configure the system to support the Tutorial - Delivery 

project, see the Narrowcast Server Getting Started Guide. The 

Tutorial configuration process configures a complete application that 

demonstrates Narrowcast Server functionality. Editing and reviewing 

the Tutorial - Delivery objects and resulting sample messages are a 

highly recommended way to learn about Narrowcast Server product 

functionality. 

Both of these tools perform the same configuration tasks. 

It is recommended that the Narrowcast Server system is remotely accessed 

only through Narrowcast Administrator. Remote access using Terminal 

Server is not supported or recommended. 

© 2012 MicroStrategy, Inc. Configuration overview 31

3 


System configuration process 

The Narrowcast Server System Configuration Wizard guides you through the 

process of configuring a new Narrowcast Server system. The System 

Configuration Wizard is the recommended means of changing the existing 

configuration settings of your Narrowcast Server system. 

You can also configure the default Subscription Portal site regardless of 

whether Subscription Portal components are on the local machine or on 

other machines. For details on using the Subscription Portal, see User Self 

Subscription in the Narrowcast Server Application Designer Guide. 

This section assumes that you have reviewed the configuration prerequisites 

and met all configuration requirements as described in Subscription Portal 

configuration prerequisites, page 49 and Configuration overview, page 30. 

You 

can only configure Narrowcast Server system from a machine 

that has Narrowcast Administrator installed. 

To configure the system using the System Configuration Wizard 

1 From the Windows Start menu, point to Programs, then MicroStrategy, 

then Narrowcast Server, and select Narrowcast Administrator. 

Narrowcast Administrator opens. 

2 From the System menu, select the name of the system you wish to edit 

and choose Edit System Configuration. 

• You can also create a different system by selecting Configure New 

System from the System menu. 

3 Continue with the configuration using the information that follows. Each 

page of the System Configuration Wizard is described below. 

Welcome 

The Welcome page provides an overview of the configuration process you 

will complete. Click Next to continue. 

32 System configuration process © 2012 MicroStrategy, Inc.


System configuration 

The System area guides you through the process of creating a new system or 

selecting an existing Narrowcast Server system (if you are configuring a 

remote Narrowcast Administrator). If you are creating a new system, you are 

asked to select an Object Repository database location and create tables and 

other objects in that location. 

Click Next to proceed. 

Choose Data Source Name 

This page displays the list of available data source names (DSNs). Select the 

DSN to connect to your Object Repository. 

Click DSN Administrator to open the ODBC Data Source Administrator 

dialog box and create new DSNs or modify existing ones. See Chapter 5, 

ODBCs, DSNs, and Database Connectivity for steps to create a new DSN. 

Click Next to continue. 

Specify Connection Information 

Type the login and password to connect to the database in which the Object 

Repository is located. If needed, enter a database name (optional). 

• To connect to a database via ODBC, you must specify the login and 

password for the database. This information allows Narrowcast Server to 

use the selected data source name to connect to the database. 

• If you are creating a new system using a Microsoft Access database, the 

use of this page depends on whether the Access database is configured to 

require authentication. If it does require authentication, enter a login and 

password as with any other data source name. If it does not, these fields 

are optional and are not used. 

• For Microsoft Access databases, you can use the database location to 

provide the file path location of the MDB (Microsoft database) file. 

• If you are editing the Tutorial system, no login, password, or database 

information appears on this page. This is because the Microsoft Access 

database provided with the Tutorial does not require authentication. 


© 2012 MicroStrategy, Inc. System configuration process 33

3 


Choose System 

This page appears only if an existing system is found. This page displays a 

drop-down list of all existing system prefixes, including an option to create a 

new system. Select one of the existing system prefixes or select Create New 

System. 


Server does not allow you to connect to a system if you do 

not have a Narrowcast Administrator account on that system. 

Narrowcast Administrator accounts are linked to Windows accounts, 

so if you log in to Windows with a different Windows account than the 

one you normally use, you might not be able to connect to your 

system. For information to create and manage your Narrowcast 

Administrators accounts, refer to Managing Administrator Accounts 

in the Narrowcast Server System Administrator Guide. 

Create New System 

This page appears only if a new system is being defined. Type the system 

name and system prefix. 

If you choose a prefix that is the same as one being used by an existing 

system, you have the option to destroy the existing system. This enables the 

prefix to be used for the new system, and also cleans up the machine that was 

used for the old system so it can be reused. This also deletes all services and 

related objects that are part of the old system. 

A 

system prefix enables the use of multiple object repositories in the 

same database. Tables can then be created without conflicting with 

the names of existing object repository tables. 


Summary 

The Summary page provides you with a list of all the settings and selections 

you specified throughout the wizard. 

The 

Summary page provides important system configuration 

information. This information is required to reconnect (register) this 

system if it is disconnected (unregistered) in Narrowcast 

Administrator. Record this information to register this system in the 

future. 



Click Next to complete the Object Repository creation task and proceed with 

the next configuration piece. 

Subscription Book configuration 

The Subscription Book configuration piece of the wizard guides you through 

creating a new Subscription Book Repository (SBR), which is a database that 

stores information about recipients. This information includes names, 

addresses, personalization settings, and subscription specifications. 

You can think of the SBR as a data warehouse containing lookup tables for 

the recipient data. When a service is run, information about subscribers such 

as names, addresses, and personalization specifications are retrieved from 

the SBR. For details about the SBR, see the Narrowcast Server System 


To configure an SBR site on a web server machine that was not used to 

configure a system with Narrowcast Server Administration, use the steps in 

Subscription Portal configuration procedures, page 50. 

Choose Module 

This page appears only if you have registered more than one Subscription 

Book Module (SBM). You can only add one SBM to a system. On this page, 

you can select which module you want to add to your Narrowcast Server 

system. 

• If you select the Enterprise Subscription Book Module, which is the 

standard SBM that is provided by Narrowcast Server, the Choose 

Location page opens. 

• If you select a custom Subscription Book Module, the Define Custom 

Module page opens. 

For more information on custom Subscription Book Modules, see Custom 

Subscription Book Module in the Narrowcast Server Application Designer 


Define Custom Module 

This page appears only if you selected a custom Subscription Book Module 

on the Choose Module page. From this page, click Define to define your 


3 


custom Subscription Book Module. Defining a custom SBM involves 

configuring your subscription book, including such things as specifying a text 

file or other data needed by the SBM. 

For more information on custom Subscription Book Modules, see Custom 

Subscription Book Module in the Narrowcast Server Application Designer 


Choose Location 

Select the check box if you want to store the Object Repository (OR) and 

Subscription Book Repository (SBR) in the same location. If this option is 

selected, SBR configuration is completed automatically. If it is not selected, 

you must complete the remainder of the SBR configuration steps. 

It 

is recommended to use the same location to reduce administrative 

workload. 

The next page to appear depends on what option you selected above. 

Option Selected Next Page 

SBR and OR stored in different locations Overview page (see Overview, page 36) 

SBR and OR in the same location, and a 

SBR already exists in the location 

SBR and OR in the same location, with no 

existing SBR saved there 

Overview 

Choose Existing Table Options page (see 

Choose Existing Table Options, page 37) 

Summary page, unless there is an error 

creating the SBR; in that case, the Create 

Subscription Book page opens (see 

Summary, page 38 or Create New 

Subscription Book, page 38) 

This page appears only if the Subscription Book Repository (SBR) is not 

stored in the same location as the Object Repository (OR). This page displays 

the overview of steps in this section. 

Click Next to continue. The Choose Data Source Name page opens. 



Choose Existing Table Options 

This page appears if a Subscription Book Repository (SBR) already exists in 

the location in which the System Configuration Wizard is trying to create a 

new one. 

Select an option and click Next to continue. The next page depends on what 

option you selected. 


Use the existing SBR Summary page (see Summary, page 38) 

Overwrite the existing SBR (This deletes 

all information contained in the SBR) 

Use a different location or prefix for your 

SBR 

Choose Data Source Name 

This page displays the list of available data source names (DSNs). Click DSN 

Administrator to open the ODBC Data Source Administrator dialog box and 

create new DSNs or modify existing ones 

See Chapter 5, ODBCs, DSNs, and Database Connectivity for details to 

create a new DSN. 

Specify Connection Information 

Type your login and password used to connect to the Subscription Book 

Repository. Type a database name (optional). 


Choose Subscription Book 

Summary page, unless there is an error 

creating the SBR; in that case, the Create 

Subscription Book page opens (see 

Summary, page 38 or Create New 

Subscription Book, page 38) 

Choose Data Source Name page (see 

Choose Data Source Name, page 37) 

This page appears only if existing Subscription Book Repository (SBR) tables 

are found at the selected location. Select one of the existing prefixes, or select 

Create New Subscription Book Repository from the drop-down list to 

create a new prefix. 


3 


Clustering 

Create New Subscription Book 

This page appears only if a new Subscription Book Repository (SBR) is being 

created. Enter the SBR prefix and click Next to continue. 

Summary 

The Summary page displays a list of all the settings and selections you 

specified above. 

The 

Summary page provides important information about the 

Subscription Book Repository. This information is required to 

reconnect to this Subscription Book Repository in Narrowcast 

Administrator if needed. Record this information to reconnect to this 

Subscription Book Repository in the future. 

Click Next to complete the Subscription Book Repository creation task and 

proceed with the next piece of the wizard. 

Clustering is a way of using multiple machines to provide a scalable and 

robust processing environment for a Narrowcast Server system. A cluster 

consists of two or more machines, each machine running at least one system 

component. If you own Narrowcast Server Enterprise Edition, you can 

cluster Narrowcast Server machines. 

The system components, at least one of which must be running on each 

clustered machine, are as follows: 

• MicroStrategy Logging Server (MLS): Relays system error messages, 

statistics, and events from other system components to logging 

consumers. The Logging Consumer provided can be configured to record 

this information to log files, the Windows event viewer, or the Windows 

debug messaging interface. 

• Distribution Manager (DM): One distribution manager serves as the 

primary services distribution manager, and any others serve as backup 

distribution managers. The primary distribution manager receives 

service execution triggers, distributes service data and execution 

workload to the execution engines for processing, designates failover 

execution engines, and tracks the state of the other components in the 

system. 



• Execution Engine (EE): Executes services and delivers the resulting 

messages. Each execution engine receives service segments from the 

distribution manager, retrieves the content and subscriber information 

for each segment, formats this content, and transmits the resulting 

messages through the appropriate communications channels. 

• Subscription Portal site: Provides a website to which subscribers can 

connect and administer their addresses and subscriptions. 

• SequeLink: Provides a universal client for ODBC and JDBC. This 

third-party component is embedded in Narrowcast Server. 

For more information about these components, refer to the Narrowcast 

Server System Administrator Guide. 

Overview 

This page displays the overview of steps in the wizard. Click Next to 

continue. 

Select Configuration Options 

Specify how you want to configure your machines for clustering. Although 

Narrowcast Server requires at least one machine to send services, you can 

configure a system with no machines to provide a backup or development 

system. Select the required option from this page. 

The next page depends on the option that you have selected. 


Do not configure or modify any machines at this time Summary page (see Summary, 

page 41) 

Remove all machines from the Narrowcast Server 

system 

Select and configure multiple machines for a clustered 

Narrowcast Server system 

Select and configure a single machine for Narrowcast 

Server 

Summary page (see Summary, 

page 41) 

Specify Logging Server page 

(see Specify Logging Server, 

page 40) 

Summary page (see Summary, 

page 41) 


3 


Specify Logging Server 

Enter the IP address or machine name to be used as the Logging Server. Click 

Browse to locate and select a machine name. Only one Logging Server can 

be used per cluster. 

The System Configuration Wizard validates that the machine you identify as 

the Logging Server is not used as a distribution manager, execution engine, 

or Logging Server by another system. If it is, you are warned that you must 

resolve this in one of the following ways: 

• To destroy the existing system: 

a Register the system by returning to the Choose System page, selecting 

the existing system prefix, and clicking Next. 

b Click Next on the Summary page and exit the System Configuration 

Wizard. 

c In Narrowcast Administrator, select your system name from the 

System menu and select Destroy System. 

d Start the System Configuration Wizard again and create your new 

system. 

• To modify the existing system: 

a Return to the Choose System page and select the existing system 

prefix. 

b Click Next to display the Specify Logging Server, Specify Distribution 

Managers, or Specify Execution Engines page and remove any 

distribution manager, execution engine, or Logging Server from the 

local machine. 

c Return to the Choose System page and select the system you were 

originally configuring. 

d Click Next to return to the Specify Logging Server page. 

Review Advanced Settings 

The Review Advanced Settings page indicates how Logging Server and 

Logging Client components communicate with each other. This page also 

displays a summary of the Logging Client and Logging Server connection 

information, including machine names and port numbers. The Logging 

Servers and Logging Clients work together to log messages to a central 



location in a distributed environment. For more information on these tools, 

see the Narrowcast Server System Administrator Guide. 

Ports 

• The Logging Client receiver port determines the port on which the 

Logging Client receives messages from the Narrowcast Server 

components. 

• The Logging Server relay port determines the port on which the Logging 

Server receives messages from the Logging Client. 

• The Logging Server consumer port determines the port that log message 

consumers use to gather messages from the Logging Server. 

Click Modify if you want to modify Logging Client or Logging Server 

connection information. 

Summary 

You can test whether the default settings work in your environment with the 

Test Logging Server feature on the Summary page. 

Specify Distribution Managers 

Specify one or more machines to be used as service distribution managers. 

One machine is the primary distribution manager; all others serve as backup 

distribution managers. 

This page displays a list of distribution managers (DM) and their ranking. 

• Enter the machine name or IP address of a DM, or click Browse to locate 

a machine. 

• Click Add to add the machine to the list of distribution managers. 

• Click Remove to remove the selected distribution manager from the list. 

Use the up and down arrows to rank the distribution managers. Rank 

numbers are used by the distribution managers during startup to help 

determine which machine is the primary distribution manager. Normally, 

the first distribution manager started becomes the primary distribution 

manager. A specific primary or backup machine is not guaranteed. 


3 


The System Configuration Wizard validates that none of the machines you 

identified as distribution managers are used as part of another system. If any 

are, you can resolve this in one of the following ways: 





Wizard. 

c In Narrowcast Administrator, select your system name from the 



system. 

• To modify the existing system: 


prefix. 

b Click Next to get to the Specify Logging Server, Specify Distribution 






d Click Next to return to the Specify Distribution Managers page. 

Specify Execution Engines 

This page is where you specify one or more machines to be used as execution 

engines. This page displays a list of execution engines (EE) and their ranking. 

• Enter the machine name or IP address of an EE, or click Browse to locate 

a machine. 

• Click Add to add a machine to the list of execution engines. 

• Click Remove to remove the selected execution engine from the list. 

Use the up and down arrows to rank the execution engines. The primary 

distribution manager uses the rank numbers to decide which execution 

engine to use as a failover machine for another execution engine machine. In 



general, the execution engine next in rank that is operational is used as the 

failover machine. The last execution engine generally fails over to an 

execution engine at the start of the ranking. 

The System Configuration Wizard validates that none of the machines you 

identify as execution engines are used as part of another system. If any are, 

you can resolve this in one of the following ways: 





Wizard. 

c In the Narrowcast Administrator, select your system name from the 



system. 

• To modify the existing system (Enterprise Edition must be installed): 


prefix. 

b Click Next to get to the Specify Logging Server, Specify Distribution 






d Click Next to return to the Specify Execution Engines page. 

Specify Subscription Portal 

This page displays the machine names where the SequeLink services are 

running. 

• Select the Create a Subscription Portal site check box to create a 

default Subscription Portal site. 

• Enter or browse for the server machine names. 


3 


If you create a Subscription Portal site, the System Configuration Wizard 

verifies that you provided valid machine names or IP addresses by checking 

for the existence of the SequeLink Server services on the specified machines. 

• If the machine names are valid, the wizard creates the default 

Subscription Portal site and configures the following data base aliases on 

the specified SequeLink machine: 

Portal Repository: PR_SystemName 

Object Repository: OR_SystemName 

Subscription Book Repository: SBR_SystemName 

If the Subscription Portal is installed on the local machine, the wizard 

also adds a Subscription Portal link to the Start menu under Programs, 

MicroStrategy, Narrowcast Server. This link can be used to access the 

new site when you complete the System Configuration Wizard. 

• If site creation fails, a warning appears. Click OK to return to the Specify 

Subscription Portal page. To continue, either resolve the problem or clear 

the check box, and then click Next. 

Summary 

The Summary page provides you with a list of all the machines you selected 

when you defined your cluster configuration. You can use this page to record 

this important information for future reference. Click Test Logging Server 

to test the ability of the logging system to send log messages between 

components. Click Next to complete the clustering configuration task and 

proceed with the next piece of the wizard. 

Configure sources 

The Configure Sources area of the System Configuration Wizard guides you 

through the task of identifying the projects your Narrowcast Server system 

will use and configuring Information Sources (IS) to connect to those 

projects. 

Specify projects 

Narrowcast Server can deliver reports and enable subscriptions via 

MicroStrategy Web for one or more projects. This page displays the tree 



structure with two root-level nodes: Projects used by this system, and servers 

available on the network. 

• Expand or double-click the Projects used by this system folder to view 

the list of projects that are already part of your system configuration. To 

remove a project from the system, select the project, and choose Do not 

use this project. 

• Expand or double-click the list of Servers Available on the Network to 

select the server with the project you want to add to your system 

configuration. Select the Intelligence Server, and choose Enable report 

delivery from Narrowcast Server. 

To 

connect to an Intelligence Server, you must provide a valid login ID 

and password. You cannot use trusted security or LDAP 

authentication for this login. 

• Click Refresh Servers to update the current list of servers on the 

network. 

• Click Add Server to manually locate an Intelligence Server. 

The list of servers that appear as being available on the network are 

identified with the help of MicroStrategy Listener. This Windows 

service runs on each Intelligence Server machine. When the System 

Configuration Wizard searches the network for servers, Listener 

replies with the state of the Intelligence Server that is located on the 

same machine as Listener is. 

When a project is enabled for report delivery from Narrowcast Server, the 

application designer can include grid and graph reports from that project in 

the content of services created in Narrowcast Administrator. The application 

designer can create dynamic subscription sets using subscription 

information available in the project. 

When a project is enabled for report delivery from Narrowcast Server, the 

application designer can include grid and graph reports in service content 

and create dynamic subscriptions. In addition to this, MicroStrategy Web 

users can create delivery (email) subscriptions to reports and documents 

from the MicroStrategy Web interface. This feature must also be configured 

in MicroStrategy Web using Web Administrator before it is available to Web 

users. 

For more information on working with grid and graph reports, refer to the 

Narrowcast Server Application Designer Guide. 


3 


Information Transmitters 

The Information Transmitters area of the System Configuration Wizard 

guides you through the task of setting up information transmitters for your 

system. An information transmitter receives completed, formatted message 

content from an execution engine, and performs the task of packaging the 

message content files into a standard encoding format (such as multi-part 

MIME, UUencoding, and so on) and delivering the packaged message to the 

recipient’s address. 

Each information transmitter has a different set of features and capabilities. 

By default, the System Configuration Wizard creates the following 

information transmitters automatically when it creates an Object Repository: 

• Email (SMTP): Delivers email messages with rich HTML content to email 

clients. It uses SMTP for transmission. 

• Wireless (SMTP): Delivers text messages to wireless devices such as cell 

phones and pagers. It uses SMTP for transmission. 

• SMS (SMPP): Delivers text messages to cell phones. It uses SMPP for 

transmission, which requires an account with an SMSC. 

• File: Saves files to networked computers and remote servers. It uses the 

Windows file system to deliver files to multiple network locations. 

• Print: Prints multiple files to personalized network locations. It enables 

administrators and users to define, select, and schedule batch printing 

requests from Narrowcast Administrator, the Subscription Portal, and 

MicroStrategy Web. 

• Web (Portal): Delivers documents and Excel workbooks to the 

Subscription Portal for later viewing by subscribers. It uses ODBC to 

transmit these files to the Subscription Book Repository. 

The 

Web (Portal) information transmitter is not visible from the 

System Configuration Wizard. This is because, in typical 

configurations, you do not need to configure the Web (Portal) 

information transmitter. 

For more information about the usage of Information Transmitters while 

configuring a system, see Information transmission modules (ITMs) and 

information transmitters (ITs) in the Narrowcast Server System 




Summary 

Configuration 

This page lists the available information transmitters, some of which require 

additional configuration before they can be used. Check the Definition Status 

column to ensure that an information transmitter is working. 

To configure an information transmitter, select the information transmitter, 

then click Define. 

You 

do not need to configure every information transmitter that is in 

the system; you can remove any by deleting them and the devices that 

use them from the Narrowcast Administrator object browser after you 

complete the configuration of your system. 

For steps to configure the Information Transmitters in a system, see 

Information Transmission Module Dialog Set in the Narrowcast System 

Administrators Guide. 

The summary page indicates that you have successfully configured your 

Narrowcast Server system. 

Once your system is configured, you are ready to begin using Narrowcast 

Server. There are several ways to begin exploring Narrowcast Server: 

• If you installed the Tutorial - Delivery sample project, you can access its 

Home page and be guided through the product. You can edit and deliver 

sample Tutorial services within Narrowcast Administrator. For steps, see 

the Narrowcast Server Getting Started Guide. 

• You can create a service using the Service Wizard. Use the Service Wizard 

to create functional services of your own and deliver your own email 

messages. For more information on the Service Wizard, see the 

Narrowcast Server Application Designer Guide. 

• If you have installed the Subscription Portal, you can use the Subscription 

Portal default site to view published content or change user subscriptions 

and preferences. You can explore how this site works and execute other 

services within Narrowcast Administrator to publish content to this site. 


3 



4.CONFIGURING THE 

SUBSCRIPTION PORTAL 

Introduction 

4 

This chapter provides installation and configuration guidelines for setting up 

a Subscription Portal on a separate web server machine or cluster. It only 

applies to Narrowcast Server Enterprise Edition. 

Subscription Portal configuration prerequisites 

Before you can configure a Subscription Portal site, you must ensure the 

following: 

• You must have Narrowcast Server Enterprise Edition. 

• You must fulfill the Chapter 1, Installation Prerequisites. 

• You must install the Subscription Portal and SequeLink components of 

Narrowcast Server. All Narrowcast Server components are installed by 

default when you install Narrowcast Server, but you can select to install 

only these components on the machines you intend to use for the 

Subscription Portal to conserve space. These components do not need to 

© 2012 MicroStrategy, Inc. Subscription Portal configuration prerequisites 49

4 

Configuring the Subscription Portal Narrowcast Server Installation and Configuration Guide 

reside on the same machine. This procedure is in Chapter 2, Installation 

Procedures. 

• You must configure a Narrowcast Server system. Other Narrowcast 

Server components such as distribution managers and execution engines 

do not need to be on the same machine. For details, see Chapter 3, 

Configuring Narrowcast Server. 

• You must ensure that the SequeLink Server service is running on a 

machine on your network. From the Start menu, select Settings, then 

Control Panel. Open Services and locate the SequeLink service. Ensure 

that it is started. 

• The World Wide Web Publishing service must be running on the 

Subscription Portal machine. From the Start menu, select Settings, and 

then Control Panel. Open Services and locate the World Wide Web 

Publishing service. Ensure that it is started. 

Subscription Portal configuration procedures 

To configure a Subscription Portal site on a web server machine that was not 

used to configure a system with Narrowcast Administrator, you perform the 

procedures below. The following is a high-level checklist of the procedures 

you must perform: 

1 Establish connections, page 50: Define the connection from your 

Subscription Portal pages to SequeLink, and ultimately to the Portal 

Repository. 

2 Create a portal, page 51: Create a virtual directory on your web server to 

serve Subscription Portal pages to subscribers. 

3 (Optional) Repeat for each web server, page 52: Configure multiple web 

servers to provide the same content to subscribers. You can use this 

procedure to add additional web server machines to your Narrowcast 

Server system cluster, or to verify the configuration of existing 

Subscription Portal web servers. 

Establish connections 

This procedure establishes the connection between the Subscription Portal 

pages on your web server and the Portal Repository. 

50 Subscription Portal configuration procedures © 2012 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Configuring the Subscription Portal 4 

To establish a connection 

1 Launch the Portal Administrator Wizard from the machine you wish to 

configure. To do this, from the Start menu, select Programs, 

MicroStrategy, Narrowcast Server, then Portal Administrator. 

2 Click System Configuration in the upper left corner of the page. 

3 Click Next. 

4 Create or select a database connection (also called a DB Alias) for the 

Portal Repository. If you selected the check box to configure the 

Subscription Portal during the configuration of your Narrowcast Server 

system, a valid database connection for the Portal Repository might 

already be available for use. Select it, or if necessary, create a new one. 

If 

5 Click Next. 

Create a portal 

you want to publish the same site contents on several different 

Subscription Portal machines in a cluster, ensure that you choose 

the same Portal Repository location on each Subscription Portal 

machine. 

6 The Summary page reviews the steps you completed for your Portal. The 

Portal Administrator Wizard can now use this database to store 

configuration information for your Subscription Portal site. 

This procedure links a virtual directory on your web server to a specific site 

that is defined in your Portal Repository. 

1 Click Site Management at the top of the page. 

2 Click Next. 

3 By default, the virtual directory that was created when you installed 

Subscription Portal is selected. To create a new virtual directory or 

choose a different directory, click Click here. 

If 

you want to publish the same site contents on several different 

Subscription Portal machines in a cluster, ensure that you use the 

same virtual directory name on each Subscription Portal machine. 

© 2012 MicroStrategy, Inc. Subscription Portal configuration procedures 51

4 

Configuring the Subscription Portal Narrowcast Server Installation and Configuration Guide 

4 Click Next. 

5 If you created the default Subscription Portal site when you configured 

your Narrowcast Server system, it will be selected by default. 

• To define a new site, click Add a new site definition. 

• To edit an existing site, click Edit. 

• To select a site, click the button next to the site name, then click Next. 

If you want to publish the same site contents on several different 

Subscription Portal machines in a cluster, ensure that you choose 

the same site on each Subscription Portal machine. 

Repeat for each web server 

You can repeat the two procedures above on each Subscription Portal web 

server in a cluster, to configure multiple web servers that will provide the 

same content to subscribers. 

52 Subscription Portal configuration procedures © 2012 MicroStrategy, Inc.

5.ODBCS, DSNS, AND 

DATABASE CONNECTIVITY 

Introduction 

5 

A data warehouse stores the data that users need to analyze, to track and 

respond to business trends and facilitate forecasting and planning efforts. 

ODBC (open database connectivity) is the standard method of 

communicating with database servers. Narrowcast Server uses ODBC to 

connect to and communicate with all database servers in the system. 

An ODBC data source name (DSN) is the name for a pointer used by a client 

application to find and connect to a data source. Multiple DSNs can point to 

the same data source; one DSN can be used by different applications. This 

chapter shows you how to create DSNs, and explains how database 

connectivity works via ODBC. 

© 2012 MicroStrategy, Inc. 53

5 

ODBCs, DSNs, and Database Connectivity Narrowcast Server Installation and Configuration Guide 

ODBCs and DSNs 

An ODBC connection contains these pieces: 

• A data source name (DSN) stores all of the necessary information for 

locating and logging into a database. A DSN generally includes such 

information as host computer name or IP address, instance name, and 

database name. The exact information included in a DSN varies 

depending on the type of database server. 

• An ODBC driver is a type of software that translates information between 

the client application (Narrowcast Server) and the database server API. 

Database servers communicate through different APIs; for example, 

Oracle database servers use a different API (Oracle SQL*Net). 

• The ODBC driver manager coordinates communication between a client 

application and a database server. The client application tells the driver 

manager that it needs to connect using a particular connection string. The 

DSN found in this connection string provides the driver manager with the 

type of database server to which the application needs access. From this 

information, the driver manager decides what driver to use and initiates 

the communication. 

Creating new data source names 

If a data source name (DSN) does not already exist for your empty Object 

Repository or Subscription Book Repository, you can add or create a new 

one. 

To add a DSN 

1 From the Windows Start menu, select Programs, select MicroStrategy, 

select Narrowcast Server, and select Narrowcast Administrator. 

2 Open the System Configuration Wizard. To do this, from the System 

menu, select Edit System Configuration. The Welcome page opens. 

• When Narrowcast Server is opened for the first time, the System 

Configuration Wizard opens automatically. 

3 Click Next. The Overview page opens. 

54 ODBCs and DSNs © 2012 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide ODBCs, DSNs, and Database Connectivity 5 

4 Click Next. The Choose Data Source Name page opens. 

5 Click DSN Administrator. The ODBC Data Source Administrator dialog 

box opens. 

6 Select the System DSN tab and click Add. 

7 Select the already installed ODBC driver or select the appropriate version 

of the MicroStrategy ODBC driver. 

Only 

8 Click Finish. 

certain databases can contain Object or Subscription Book 

Repositories. Only DSNs created to connect to these databases can 

be used to connect to the Object or Subscription Book Repository. 

9 Depending on which MicroStrategy ODBC driver was selected, you must 

enter specific server-related information in the ODBC Driver Setup dialog 

box. See Creating DSNs for each ODBC driver, page 55 for ODBC driver 

vendor requirements. 

Once server connection information is entered and your DSN is created, 

you are returned to the System Configuration Wizard. 

10 Select the DSN from the Data Source Name drop-down list and click 

Next. If the DSN is not listed, ensure that the MicroStrategy ODBC driver 

used to create the DSN is one of the certified metadata repository 

vendors. 

11 Enter your Login ID and Password. 

12 Click Next. The System Configuration Wizard connects to the database. 

Creating DSNs for each ODBC driver 

This section includes information for creating a DSN for each of the 

following ODBC drivers: 

• Oracle 8: Oracle8 Client Software (Net8) must be installed prior to 

creating a DSN. 

• Microsoft SQL Server 

The client software is not included in the MicroStrategy product suite 

installation. It must be obtained through the database vendor or 

another third party. 

© 2012 MicroStrategy, Inc. ODBCs and DSNs 55

5 


To create a DSN for Oracle 

1 Click Start, select Settings, and select Control Panel. Then double-click 

either Data Sources (ODBC) or ODBC Data Sources. 

2 Click the System DSN tab. 

3 Click Add. The Create New Data Source dialog box opens. 

4 Select MicroStrategy ODBC Driver for Oracle and click Finish. The 

ODBC Oracle Driver Setup dialog box opens. 

5 Type the following details: 

• Data Source Name (General tab): Type a string that identifies this 

Oracle data source configuration in the system information. Examples 

include “Accounting” or “Oracle-Serv1”. 

• Server Name (General tab): Type the client connection string 

designating the server and database to be accessed. The required 

information varies depending on the client driver you are using. The 

server name (Local Net Service Name) is created when you configure 

the Net8 Client Software. 

• Default User Name (Advanced tab): Type the default user name 

used to connect to your Oracle database. A default user name is 

required only if security is enabled on your database. Your ODBC 

application may override this value, or you may override this value in 

the Logon dialog box or connection string. 

• All other settings are default or optional. If you have any questions 

about settings for DSN creation, click Help. 

6 Click Test Connect to ensure that the DSN connects properly to the 

database. If the DSN does not connect properly, verify that the required 

fields are properly completed. 

7 Once a connection is established, click Apply and then OK to exit the 

DSN setup. 

8 Click OK in the ODBC Data Source Administrator dialog box to exit. 



To create a DSN for Microsoft SQL Server 

1 Click Start, select Settings, and select Control Panel. Then double-click 

either Data Sources (ODBC) or ODBC Data Sources. 

2 Click the System DSN tab. 

3 Click Add. The Create New Data Source dialog box opens. 

4 Select SQL Server and click Finish. The Create a New Data Source to 

SQL Server wizard opens. 

5 Enter the following details on the first page: 

• Name: Enter the data source name to be used by an ODBC application 

when it requests a connection to the data source. An example is 

Personnel. The data source name is displayed in the ODBC Data 

Source Administrator dialog box. 

• Server: Enter or select the name of a SQL Server on your network. 

– If you select a server name from the list, no further configuration is 

needed. 

– If you enter the name of a server that does not exist as an entry in 

the SQL Server Client Network Utility, you can create a server alias 

for the new name on the next page of the wizard. You can enter 

(local) in the Server field when you use the same computer as SQL 

Server. The user can then connect to the local copy of SQL Server, 

even when running a non-networked version of SQL Server. 

6 Click Next. Select one of the following authentication options: 

• With Windows authentication using the network login ID: This 

option specifies that the SQL Server ODBC driver request a secure (or 

trusted) connection to a SQL Server running on Windows NT or 

Windows 2000. When selected, SQL Server uses integrated login 

security to establish connections using this data source, regardless of 

the current login security mode at the server. Any login ID or 

password supplied is ignored. The SQL Server system administrator 

must have associated your Windows login with a SQL Server login ID. 

• With SQL Server authentication using a login ID and password 

entered by the user: This option specifies that the SQL Server ODBC 

driver not request a secure (or trusted) connection to SQL Server. 

When selected, SQL Server uses standard login security to establish 

© 2012 MicroStrategy, Inc. ODBCs and DSNs 57

5 


connections using this data source. You must specify a SQL Server 

login ID and password for all connection requests. 

For more information about server names for different types of networks, 

see the SQL Server installation documentation in SQL Server Books 

Online. 

7 Select or clear the Connect to SQL Server to obtain default settings 

for the additional configuration options check box. When selected, the 

SQL Server driver obtains initial settings from the SQL Server for the 

options on the following pages of the wizard. The SQL Server driver 

connects to the SQL Server named in the Server field on the first page. 

When cleared, the driver uses standard defaults as the initial settings for 

the options on the following wizard pages. 

8 Complete the following: 

• Login ID: This field specifies the login ID that the SQL Server driver 

uses when connecting to SQL Server if With SQL Server 

authentication using a login ID and password entered by the 

user is selected. This applies only to the connection made to 

determine the server default settings; it does not apply to subsequent 

connections made using the data source after it has been created. 

• Password: This field specifies the password the SQL Server uses 

when connecting to SQL Server if With SQL Server authentication 

using a login ID and password entered by the user is selected. 

This applies only to the connection made to determine the server 

default settings; it does not apply to subsequent connections made 

using the new data source. 

Both the Login ID and Password fields are disabled if With Windows 

authentication using the network login ID is selected, or if Connect to 

SQL Server to obtain default settings for the additional 

configuration options is not selected. 

9 Click Next. Complete the following: 

• Change the default database to: This field specifies the name of the 

default database for any connection made using this data source. 

When cleared, connections use the default database defined for the 

login ID on the server. When completed, the database entered in the 

field overrides the default database defined for the login ID. If the 

Attach database file name field has the name of a primary file, the 

database described by the primary file is attached as a database using 



the database name specified in the Change the default database to 

field. 

• Using the default database for the login ID is more efficient than 

specifying a default database in the ODBC data source. 

10 All other settings are default or optional. For details on any settings in the 

DSN creation, click Help. 

11 Click Next. 

12 Click Finish. 

13 To test the DSN connection, click Test Data Source. If the connection is 

successful, click OK. If the connection is not successful, return to DSN 

configuration and ensure that all entries are correct. 

14 Click OK on the ODBC Microsoft SQL Server Setup window to return to 

the ODBC Data Source Administrator. 

15 Click OK on the ODBC Data Source Administrator to exit. 

Database connectivity via ODBC 

When a data source name is defined, a default database or database context 

is specified. To connect to a different database in Narrowcast Server and 

override this default, you can specify a different database name in the Specify 

Connection Information page of the System Configuration Wizard. This 

causes Narrowcast Server to connect to the database chosen during 

configuration instead of the default specified in the data source name. 

To understand how this works, consider the following. When a SQL 

statement is executed via an ODBC connection, the information required to 

identify the tables in the statement can come from two sources: (1) the 

default values specified in the data source name, or (2) the statement itself. 

When specifying a database table, information similar to the following is 

used by most RDBMS systems to uniquely identify a table: 

• Server 

• Instance (Some databases, such as SQL Server, support multiple 

instances of the same RDBMS running simultaneously on a single 

machine.) 

© 2012 MicroStrategy, Inc. Database connectivity via ODBC 59

5 


• Database 

• Tablespace (For example, Oracle and DB2 support this feature.) 

• Owner 

• Table 

The data source typically specifies the server, the instance, and the database. 

Since this information is contained in the data source, SQL queries often 

specify only table names by using expressions such as the following: 

SELECT * FROM table 

where table is the name of a table in a database. 

However, if an ODBC connection is made with a given database context (the 

default database specified in the data source name), and a query is run with 

the structure shown above, the query fails if the table specified is in a 

different database. This occurs because the full identification of the table has 

not been provided. The RDBMS looks for a table with the name table in the 

wrong database location. When the RDBMS fails to find such a table, it 

returns an error. 

In addition, if the owner of the table has not made the table visible to other 

users, the query fails. The RDBMS engine searches for a table named table 

and owned by the connected user, rather than owned by the table creator. 

For example, an Oracle database administrator might create table synonyms 

so that database users with different logins (other than the one that owns the 

table) can “see” that table. 

The information required to uniquely identify a table and the syntax required 

to provide this information in a SQL statement varies somewhat from one 

RDBMS to another. For example, in SQL Server, the following syntax is used: 

Server.database.owner.table 

If the Server, database, or owner values are left out, the defaults for the 

ODBC connection are used. An example of such an exclusion would be: 

database.table 

With this construction, the RDBMS uses the connected login as the owner 

when searching for tables in the default database. 

60 Database connectivity via ODBC © 2012 MicroStrategy, Inc.

INDEX 

A 

advanced clustering settings 40 

B 

backup distribution manager 38 

C 

certification update 9 

cluster configuration 30 

clustering 38 

component, custom 24 

computer registration 2 

configuration 

options 39 

prerequisites 30 

System Configuration Wizard 31 

configuration procedure 

creating a portal 51 

establishing a connection 50 

introduction 50 

repeating for each Web server 52 

configuring a source using the System Configuration 

Wizard 44 

connectivity 

JDBC 11 

ODBC 10 

© 2012 MicroStrategy, Inc. 61 

D 

data source name (DSN) 11 

choosing 37 

creating 54, 55 

description 54 

database 

data source name. See also data source 

name (DSN). 11 

DB2 requirements 12 

installation requirements 9 

Oracle requirements 13 

permissions 10 

SQL Server requirements 12 

table 59 

DB2 requirements 12 

Delivery Engine requirements 5 

distributed system 

single Delivery Engine component 6 

single Subscription Portal 

component 7 

distribution manager 38, 41 

backup 38

Index Narrowcast Server Installation and Configuration Guide 

primary 38 

DSN. See data source name 

E 

EE. See execution engine (EE). 

email (SMTP) information transmitter 46 

execution engine (EE) 39, 42 

F 

file information transmitter 46 

H 

hardware requirements 4 

Delivery Engine 5 

installation 4 

minimum 5 

other software products 7 

Subscription Portal 6 

I 

information source (IS) configuration 31, 

44 

information transmitter 31 

configuring 31 

email (SMTP) 46 

file 46 

print 46 

setting up 46 

SMS (SMPP) 46 

System Configuration Wizard 46 

web (portal) 46 

wireless (SMTP) 46 

installing MicroStrategy Narrowcast Server 

accessing the Setup Wizard 16 

custom component 24 

database requirements 9 

network requirements 1 

standard installation 16 

system hardware requirements 4 

system software requirements 8 

uninstalling a product 24 

verification 23 

international support xxiii 

IS. See information source (IS) configuration. 

62 © 2012 MicroStrategy, Inc. 

J 

JDBC 11 

L 

Logging Server. See MicroStrategy Logging 

Server. 

M 

memory requirements for another software 

product 8 

Microsoft SQL Server 57 

MicroStrategy Logging Server 38, 40 

MicroStrategy Narrowcast Server 

custom components 24 

installation 15 

prerequisites for installation 1 

uninstalling 24 

MicroStrategy Tutorial - Delivery sample 

project, configuration process 

for 31 

N 

network requirements 


SMS (SMPP) 4

Narrowcast Server Installation and Configuration Guide Index 

O 

web (HTTP) 3 

Windows domain and account 2 

Object Repository 9 

creating 30 

location 36 

ODBC 10, 53 

database connectivity via 59 

driver 54 

driver manager 54 

Open Database Connectivity. See ODBC. 

Oracle requirements 13 

Oracle8 Client Software (Net8) 55 

P 

primary distribution manager 38 

print information transmitter 46 

processor for another software product 8 

project configuration. See information 

source (IS) configuration. 

R 

RDBMS. See relational database management 

system (RDBMS). 

relational database management system 

(RDBMS) 59 

report delivery method. See information 

transmitter. 

requirements 

database 9 

DB2 12 



hardware 4 

minimum 5 

network 1 

Oracle 13 

other software products 7 

SMS (SMPP) 4 

software 8 

SQL Server 12 


web (HTTP) 3 

Windows domain and account 2 

reverse DNS lookup 3 

© 2012 MicroStrategy, Inc. 63 

S 

SBR. See Subscription Book Repository 

(SBR). 

SequeLink 11, 39 

machine name 43 

SequeLink Server 11 

Setup Wizard 

accessing 16 

Choose Destination Location page 18 

Customer Information page 18 

InstallShield Wizard Complete 

page 23 


License Agreement page 17 

MicroStrategy Narrowcast Server setting 

page 21 

MicroStrategy Subscription Portal setting 

page 21 

Select Components page 19 

Select Program Folder page 21 

Setup Type page 18 

Start Copying Files page 22 

Welcome page 17 

short message service. See SMS. 

single Delivery Engine component in a distributed 

system 6 

single Subscription Portal component in a 

distributed system 7

Index Narrowcast Server Installation and Configuration Guide 

single-machine configuration 



smart host 3 

SMS 4 

SMS (SMPP) information transmitter 46 

SMS (SMPP) requirements 4 

software requirements 8 

SQL Server 

creating the DSN 57 

requirements 12 

storage for another software product 8 

Subscription Book in the System Configuration 

Wizard 35 

Subscription Book Repository (SBR) 9 

creating 30, 35 

location 36 


configuration 29, 49 


site 39, 43 

support 

international xxiii 

support. See technical support. 

system configuration in the System Configuration 

Wizard 33 

System Configuration Wizard 

adding a DSN 54 

clustering 38 

configuring sources 44 

description 31 

information transmitters 46 


Subscription Book 35 

system configuration 33 

system creation and identification 29 

system hardware requirements 4 

64 © 2012 MicroStrategy, Inc. 

T 

technical support xxiv 

U 

uninstalling MicroStrategy Narrowcast 

Server 24 

W 

web (HTTP) requirements 3 

web (portal) information transmitter 46 

Windows account 2 

Windows domain and account 


wireless (SMTP) information 

transmitter 46

MicroStrategy Narrowcast Server Installation and Configuration Guide

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