Mstrworld2015 T6 S2 Command Mgr And System Mgr 6m1w6w

Automate Your BI istration to Save Millions with Command Manager and System Manager Presented by: Dennis Liao | Sr. Sales Engineer Date: 27th January, 2015

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Session 2 This Session is Part of

MicroStrategy World Track 6: Enterprise BI I

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MicroStrategy’s istration Product Suite MicroStrategy Leads with a Comprehensive Set of istration Tools

Source– Cindi Howson, BI Scorecard® Strategic and Product Summary

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MicroStrategy’s istration Product Suite MicroStrategy System Manager

Create Automated Workflows `

MicroStrategy Command Manager

Create Automated Scripts

MicroStrategy Enterprise Manager

Monitor Performance and Utilization

MicroStrategy Integrity Manager

Automate Regression Testing

MicroStrategy Object Manager

Coordinate Change Management

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Presentation Agenda MicroStrategy Command Manager Need for & Introduction Basics & Product Features Summary

MicroStrategy System Manager Introduction Products Features Demo

Benefits & Summary

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The Need for Automated istrative Processes Manage Daily Operations Monitor Activity

Upgrade Metadata

Manage Security

Troubleshoot System Errors

Ensure Data Integrity

Fine-tune BI System

Modify Intelligence Server Settings

Manage Scheduled Requests

Bulk Manipulation of Objects

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THE PROBLEM: Most Tasks Are Repetitive, Manual and Laborious, and Time Consuming Typical Time Spent* (manual hours)

Server Maintenance

750

Change Migration

1600

Project & Metadata maintenance

500

Customization Deployments

200

Upgrades, Patches Application

100

3150 80 to 90% of Daily istrative Tasks Can Be Automated Saving Time and Effort *Based on sample use cases

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Agenda Two istrative Products for Automating Manual Processes

MicroStrategy Command Manager

MicroStrategy System Manager

Create scripts for automated metadata istration

Design workflows to automate multi-step, manual processes

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MicroStrategy Command Manager MicroStrategy Command Manager is a scripting tool that allows s to automate nearly all istrative and maintenance tasks. ‒ Uses an English like scripting language to convert a manual process into an automated one ‒ Executes a script automatically at a scheduled time without any human involvement or on demand

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Presentation Agenda MicroStrategy Command Manager Need for & Introduction Basics & Product Features Summary

MicroStrategy System Manager Introduction Products Features Demo

Benefits & Summary

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MicroStrategy Command Manager What is a Command Manager Script? ‒ It is a collection of Command Manager Commands to carry out Intelligence Server tasks.

Where do I create Command Manager Script? ‒ In the Command Manager Application GUI.

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Scripting Made Easy Really?! How can scripting ever be easy?!

With Templates (called Outlines)

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Scripting Made Easy How do I use/apply these outlines? ‒ Simply double click or copy paste the template in the command editor ‒ Modify it to suit your requirements

‒ Check Syntax (as shown below) ‒ Execute or Save Script (to automate execution)

Outline

Command

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Scripting Made Easy

Auto Capitalization and Auto Color Coding of Command Words

Comments are highlighted in green

Auto Command Completion with a list of options to choose from

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55 Management Areas – 330+ Commands Management Area

Description

Create s and groups, and manage application access and privileges associated with each Change access properties for reports and folders for s, groups, and roles Security Management Set authorization parameters, including management of security filters Cluster Management Add or remove Intelligence Server nodes to a cluster Change the database instances associated with projects and other Application Management configuration parameters Database Connection Management Load, unload, idle, or applications for routine maintenance Event Management Import project and configuration packages List all active database connections Database Connection Management Create, alter, or disconnect specific database connections based on certain conditions Create new event-driven schedules and trigger a specific event Event Management schedule based on certain criteria Job Management Monitor and kill jobs running on Intelligence Server Object Management Create, modify, or delete objects through a script Create and alter s, groups, profiles, and addresses Subscription And Report Delivery Assign privileges to s, groups, profiles, and security roles Management Assign access control rights to projects, folders, and objects Apply security roles and filters to s and groups and Group Management

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Execute Scripts via Command Line Call cmdmgr.exe

Provide Log File Path

Comman d line help

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Provide Credentials

Provide Script Path

Encryption for added security

Save As Encrypted Script

Encrypted Script

– Sensitive information such as Intelligence Server connection information can be in the encrypted file – Encrypted scripts does not require decryption during execution – Execution Command: cmdmgr – connlessmstr –f “<encrypted script path>”

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MicroStrategy Command Manager Does it my OS? – Runs on all OS ed by Intelligence Server* i.e. deployable on Windows®, UNIX®, and Linux® How can I schedule the scripts I have created? – You can save the script as a Batch/Shell script and use the Operating System’s Scheduler to schedule it • For Windows, use Windows Task Scheduler • For UNIX/Linux, use Cron

– Event Based Scheduling also available

* Small subset of schema related commands are Windows-only

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Features: Integration with Enterprise Manager Enterprise Manager contains Out of the Box reports that generate Command Manager Scripts based on certain criteria – – – – – – – – – –

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Delete Unused Attributes Delete / Disable Unused s / Groups Delete Unused Reports Delete Unused Documents Delete Unused Filters Delete Unused Metrics Delete Unused Schedules Delete Unused Security Filters Delete Unused Templates Delete Unused DB Instances

Advanced Features: Use of Procedures Commands can be integrated with logic with the help of Procedures – Procedures let you harness the power of Java within Command Manager such as if-then-else analysis, looping, parameterized procedures Contains 50+ Sample Procedures – Delete Caches having low hit counts, larger than certain size etc. – Kill Jobs having low priority by – List DB s that have no dependents

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MicroStrategy Command Manager Overall Architecture And Workflow Of Command Manager

Scripts developed using Command Manager UI

Script Execution

Interfaces (Graphical & Command Line)

Formatting and Displaying Results MicroStrategy Open API Command Execution

Intelligence & Narrowcast Server

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Syntax Validation, Command Parsing, Java Compiling

Presentation Agenda MicroStrategy Command Manager Need for & Introduction Basics & Product Features Summary

MicroStrategy System Manager Introduction Products Features Demo

Benefits & Summary

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Benefits & Summary 

MicroStrategy Command Manager enables automation of tasks with no necessary human attention, saving time and money

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Apart from automation, Command Manager also helps in Bulk Object Manipulations/Creation

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Integration with 3rd party tools to maintain company standards

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Scripts are Cross-Platform and can be executed from the command line interface.

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Encryption ensures that scripts containing sensitive information can be distributed securely

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Procedures extend flexibility of Command Manager by incorporating logic within the Command Manager commands

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Presentation Agenda MicroStrategy Command Manager Need for & Introduction Basics & Product Features Summary

MicroStrategy System Manager Introduction Products Features Demo

Benefits & Summary

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MicroStrategy System Manager MicroStrategy System Manager is a process automating tool that enables BI teams to convert a sequential, multi-step, multi-product, manually executed process into an automated workflow. Available Processes

Workflow Designer file using FTP

MicroStrategy Processes Cloud Processes TRUE

System Processes File Operations

Success?

Execute Command Manager

Send Email to notify

ODBC Operations Exit

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FALSE

Presentation Agenda MicroStrategy Command Manager Need for & Introduction Basics & Product Features Summary

MicroStrategy System Manager Introduction Products Features Demo

Benefits & Summary

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MicroStrategy System Manager – GUI Left side displays the different processes, right side has the canvas

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MicroStrategy System Manager – GUI Simply DRAG and DROP required process on the Canvas

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MicroStrategy System Manager – GUI Connect the processes using different Connectors

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MicroStrategy System Manager – GUI Connect the processes using different Connectors

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MicroStrategy System Manager Process Properties in the GUI

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MicroStrategy System Manager – Process Properties Each process in the workflow is defined by its properties Property Name

FTP Process

Property Value

s are Hidden

Property Value = Global Parameters

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MicroStrategy System Manager – Global Parameters

Export Global Parameter Parameters File

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MicroStrategy System Manager – Global Parameters

Export Parameter File

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MicroStrategy System Manager – Global Parameters Import Parameter File C:\Paramaters.smp

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MicroStrategy System Manager – Global Parameters Global Parameters are available to every process

$(x) Global Parameters

Workflow

Call Parameters in any Process

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MicroStrategy System Manager – Global Parameters Share parameters between workflows by exporting them

Export

Modify values

Export to file, modify values and re-use the Workflow in different BI Environments

Import & reuse

Workflow

BI Env 1 BI Env 2 Workflow 1

Export

Export to file and import in other Workflows #mstrworld

Import

Workflow 2

Workflow 3

BI Env 3

MicroStrategy System Manager Automated Workflows Greatly Reduce IT Personnel Time and Eliminate Manual Effort Intelligence Server Maintenance 1. 2. 3. 4.

Alert BI team Re-start Intelligence Server Monitor the system Notify BI team

310

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Daily Report Execution Schedule 1. 2. 3. 4.

Monitor ETL completion Publish Cubes Wait for Cubes to publish Trigger Subscription Schedules 5. Notify BI teams

540

BI Object Change Migration 1. 2. 3. 4.

Update Packages to Test system Generate rollback packages Apply changes to each project 5. Alert developers to errors 6. Notify BI Test teams

1,175

EXAMPLE – BI CHANGE MIGRATION With System Manager, Each Step Defined in a Single Workflow Runs Automatically

Step 1 Update Package Via FTP

Step 3 Step 2 Copy files Generate Into Folders Roll Back packages

With FTP Client

Step 4 Migrate Changes to the project

Step 5 Run Integrity Manager tests

With MicroStrategy Integrity Manager

With MicroStrategy Command Manager



With File copy operatio n #mstrworld

With MicroStrategy Object Manager

FAIL

Step 6 Alert BI Team

Send Email to BI Team

Send Alert to istrat or

MicroStrategy System Manager BI Change Migration Workflow in System Manager

File Operations

Programmati Programmatic cElements Elements

Command Manager Process

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Presentation Agenda MicroStrategy Command Manager Need for & Introduction Basics & Product Features Summary

MicroStrategy System Manager Introduction Products Features Demo

Benefits & Summary

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MicroStrategy System Manager – Demonstration Build & Execute a System Manager Workflow for BI Change Migration and migrate a NEW DASHBOARD to PRODUCTION Send Email to BI Team

Generate Roll Back Packages With MicroStrategy Command Manager

Update Package With FTP Client

Migrate Changes With MicroStrategy Object Manager

FAIL

Alert

Instead of ONE new Dashboard, we will create a Workflow to update our BI Environment with FOUR NEW DASHBOARDS at once

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MicroStrategy System Manager - Processes A wide variety of processes enables creation of complex workflows MicroStrategy istrative Processes

Non - MicroStrategy Processes

Programmatic Elements

Launch/Terminate Amazon Cloud Instances

Decisions to control true/false process status Iterative Retrieval

Integrity Manager

Manage VMWare VMs and VApps

Configuration Wizard

Copy/Delete/Move Files

Command Manager Object Manager

File Counter

Project Merge

Find/Replace File Content

Define global System Manager Parameters

Project Duplicate

Unzip files

Update Parameters

Project Mover

With FTP

Server Status

Execute Application

Loops to Process Multiple iterations

Installation

Execute SQL

Connectivity Wizard

Send Email in HTML

Split/Merge Execution

Create Package

Create/Rename Files

Pause

$(x)

Node

Name Nodes and Add Comments

Combine any of these processes in any desired sequence in one workflow

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Execute Workflows via Command Line Call MaSysMgr.exe

Provide Workflow Path

Provide Parameter File Path

Command line help

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Presentation Agenda MicroStrategy Command Manager Need for & Introduction Basics & Product Features Summary

MicroStrategy System Manager Introduction Products Features Demo

Benefits & Summary

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Success Story – MicroStrategy Cloud Automation Process Diagram MicroStrategy Cloud

Create Environment

Customer Environment Linux Development Linux Production 1

Automation Server

Linux Production 2 Windows Utility Windows SQL Server Metadata

Notify s

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Cloud Teams

Success Story – MicroStrategy Cloud Project Statistics System Manager 26 Workflows System Manager Processes Code Files

195

Code Lines

9,346

Log Entries per Run

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501

15,000+

Benefits to Your Organization Improved Process Efficiency & Reliability Efficiency

Lowered istrative Costs

Manual Automate d

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Less people required

Standardized processes

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Reduced manual effort

Human-induced errors eliminated

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No human oversight necessary

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Training is easy

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Better Process Tracking and Alerting

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Simplified BI istration

Just launch a workflow to perform any routine process!

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Workflows run on schedule

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De-centralization of processes

Summary 

MicroStrategy System Manager Enables s to Convert Manual Processes Into Automated Workflows

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Workflows can incorporate MicroStrategy & Non-MicroStrategy processes, in any sequence

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Parameterization of workflows enable the same workflow to be used with different inputs

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Workflows run on any OS ed by the MicroStrategy Intelligence Server & can be run via Command Line

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Workflows can be scheduled to run automatically, without any human involvement or can be triggered manually as well

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QUESTIONS Dennis Liao Email: [email protected]

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