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Narrowcast Server Installation and Configuration Guide
Narrowcast Server Installation and Configuration Guide
Narrowcast Server Installation and Configuration Guide
Installation and
Configuration Guide
Ver si o n 2019
2019, Jul y 2019
C opyr i ght © 2019 by M i cr oStr ategy Incor por ated. Al l r i ghts r eser ved.
Tr adem ar k Infor m ati on
The fol l ow i ng ar e ei ther tr adem ar ks or r egi ster ed tr adem ar ks of M i cr oStr ategy Incor por ated or i ts affi l i ates i n the U ni ted States and cer tai n other countr i es:
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MicroStrategy Transaction Services, MicroStrategy Visual Insight, MicroStrategy Web Reporter, MicroStrategy Web Analyst,
MicroStrategy Office, MicroStrategy Data Mining Services, MicroStrategy Geospatial Services, MicroStrategy Narrowcast
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CONTENTS
Book Over view and Addit ional Resour ces 5
N et w or k r eq ui r em ent s 7
Syst em har d w ar e r eq ui r em ent s 10
Syst em sof t w ar e r eq ui r em ent s 15
Pr er eq ui si t es 39
Conf i gur at i on over vi ew 40
Syst em conf i gur at i on p r ocess 42
The chapters of the N arrow cast Server Instal l ati on and C onfi gurati on
Gui de fol l ow the recommended progressi on of steps to i nstal l and
confi gure N arrow cast Server. See C hapter 1, Instal l ati on
Prerequi si tes for i mportant i nstal l ati on prerequi si tes before you begi n
i nstal l i ng N arrow cast Server.
Before i nstal l i ng N arrow cast Server, revi ew the secti ons i n thi s
chapter to ensure that you have the appropri ate netw ork, hardw are,
softw are, and database requi rements and confi gurati ons set up.
Network requirements
N arrow cast Server uses your netw ork envi ronment to del i ver emai l
messages and provi de Subscri pti on Portal w eb pages, so the netw ork
envi ronment must be confi gured and connected. To perform remote
admi ni strati on, N arrow cast Admi ni strator users requi re a compati bl e
securi ty confi gurati on i n pl ace.
• Comp uter registra tion: Each computer that you use i n your
N arrow cast Server system, i ncl udi ng any machi nes used to run
N arrow cast Admi ni strator, must bel ong to the same Wi ndow s
domai n, or to another domai n that trusts the domai n used for
Wi ndow s accounts.
• H as a passw ord that w i l l not expi re. D o not use your ow n netw ork
account for w hi ch the passw ord mi ght expi re (causi ng your system
to stop w orki ng). Your netw ork admi ni strator shoul d be abl e to
provi de a speci al account for thi s purpose.
• H as the Wi ndow s pri vi l ege "Access thi s computer from netw ork."
Thi s pri vi l ege shoul d be assi gned to the Admi ni strators group by
defaul t.
port 25. For emai l transmi ssi on testi ng and troubl eshooti ng
i nformati on, see Testi ng SMTP connecti vi ty i n the N arrow cast Server
System Admi ni strator Gui de.
• Sma rt hosts: You can sel ect to use a smart host as a message
forw ardi ng or transfer agent for N arrow cast Server. Thi s techni que
can be used to i ncrease both system throughput and system
securi ty. To use a smart host, you must know the name and target
port of the server, and ensure that N arrow cast Server can connect
to i t over the netw ork. N arrow cast Server has i ts ow n SMTP
transmi ssi on capabi l i ti es, so use of a smart host i s not requi red.
Web brow sers runni ng on cl i ent machi nes must be abl e to connect to
and i nteract w i th your Subscri pti on Portal servers for subscri bers to
use the Subscri pti on Portal . Typi cal l y, brow ser (H TTP) requests are
sent on TC P port 80, so any machi ne that w i l l be used as a
Subscri pti on Portal cl i ent must be abl e to connect through fi rew al l s
and other securi ty systems to your Subscri pti on Portal w eb server
usi ng port 80.
You can i nstal l and confi gure N arrow cast Admi ni strator on as many
machi nes as you requi re for system devel opment, testi ng, and
admi ni strati on purposes.
Narrowc as t Serv er is lic ens ed bas ed on CPU number and c loc k s peed.
Thus , Narrowc as t Serv er c an only be ins talled on mac hines with a c loc k
s peed that is les s than or equal to the lic ens ed c loc k s peed. If y ou try to
ins tall the produc t on a mac hine that is fas ter than y our lic ens e allows ,
ins tallation fails . For ex ample, if y ou are lic ens ed only for 750 MHz
c loc k s peeds , y ou c annot ins tall the s oftware on a 1 GHz mac hine.
Hardware requirements are lis ted in the readme. To v iew the readme,
s elec t the readme c orres ponding to y our s oftware v ers ion at
https://mi crostrategyhel p.atl assi an.net/w i ki .
Memory 512 MB RA M
Each N arrow cast Server component has i ts ow n addi ti onal hardw are
requi rements.
Memory 128 MB RA M
The fol l ow i ng mi ni mum hardw are requi rements are recommended for
a D el i very Engi ne confi gurati on i n w hi ch separate servers are used
for the D el i very Engi ne and Subscri pti on Portal , but al l D el i very
Engi ne components resi de on a si ngl e machi ne:
Memory 256 MB RA M
Memory 128 MB RA M
The fol l ow i ng mi ni mum hardw are requi rements are recommended for
a Subscri pti on Portal confi gurati on i n w hi ch separate servers are
used for the D el i very Engi ne and Subscri pti on Portal , but al l
Subscri pti on Portal components resi de on a si ngl e machi ne:
Memory 256 MB RA M
The fol l ow i ng mi ni mum hardw are requi rements are recommended for
i nstal l i ng a si ngl e Subscri pti on Portal component, such as the
Subscri pti on Portal , i n a di stri buted system:
Memory 128 MB RA M
Asi de from the softw are descri bed above, other softw are products
al so consume memory, C PU processi ng pow er, netw ork bandw i dth,
and di sk space, and thereby reduce the resources avai l abl e to
N arrow cast Server. For exampl e, Mi croStrategy Intel l i gence Server
and Mi croStrategy Web can each consume si gni fi cant porti ons of the
total avai l abl e system memory and C PU cycl es. Therefore, the
mi ni mum hardw are requi rements provi ded shoul d be i ncreased for
machi nes that al so run other server or cl i ent softw are.
U se the fol l ow i ng gui del i nes to esti mate the mi ni mum hardw are
requi rements for a machi ne that w i l l host several softw are products:
• Stora ge: Because most softw are products share numerous fi l es, i t
i s di ffi cul t to esti mate the total free di sk space requi rements for a
machi ne before al l products that w i l l coexi st on that machi ne have
been i nstal l ed. It i s general l y advi sabl e to have betw een 256 MB
and 1 GB of mi ni mum free di sk space on server machi nes after al l
softw are products have been i nstal l ed, to ensure that adequate
space for temporary fi l es, l og fi l es and data fi l es i s avai l abl e.
Microsof t Windows 10
Certification updates
The Mi croStrategy R eadme contai ns certi fi cati on, support, and
recommendati on i nformati on for al l requi red system softw are. Thi s
i ncl udes type, versi on, and l anguage i nformati on for operati ng
systems, Web brow sers, databases, and OD BC dri vers. The
i nformati on i n the readme represents the l atest i nformati on that w as
avai l abl e at the ti me the product w as rel eased.
Database requirements
N arrow cast Server stores i ts persi stent i nformati on i n tw o
reposi tori es, an Obj ect R eposi tory and a Subscri pti on Book
R eposi tory:
▫ The admi ni strati on obj ects that defi ne the N arrow cast Server
system confi gurati on (executi on engi nes, di stri buti on
managers, and so on).
▫ The appl i cati on obj ects that defi ne the appl i cati on (servi ces,
N arrow cast documents, and so on).
• The Subscri pti on Book R eposi tory stores the i nformati on rel ated to
subscri pti ons, such as users, addresses, and personal i zati on
i nformati on.
These reposi tori es each requi re a sui tabl e database and a data
source name (D SN ) for connecti on, al though the same database and
D SN can be used for both reposi tori es. (If you use the Portal
R eposi tory i n addi ti on to the tw o reposi tori es above, i t i s
recommended that you use a si ngl e database to keep admi ni strati on
si mpl e.)
Thi s secti on l i st the requi rements for database permi ssi ons,
connecti vi ty, D SN s, and tabl e name prefi xes. It al so l i sts the
requi rements for speci fi c databases.
Database permissions
N arrow cast Admi ni strator requi res that the database l ogi n used for
each reposi tory database has C R EATE TABLE, D R OP TABLE,
U PD ATE, D ELETE, and IN SER T permi ssi ons on that database.
In addi ti on to the above permi ssi ons, the fol l ow i ng permi ssi ons are
al so requi red:
• For D B2 databases used for the Subscri pti on Book R eposi tory:
D R OP/C R EATE TR IGGER S
• For Oracl e database used for the Subscri pti on Book R eposi tory:
D R OP/C R EATE SEQU EN C E
Database connectivity
ODBC
Open database connecti vi ty (OD BC ) i s requi red on al l N arrow cast
Server machi nes to connect to the Obj ect, Subscri pti on Book, and
Portal reposi tori es.
For the lates t information on rec ommended ODBC driv ers for y our
databas e, refer to the N arrow cast Server s ec tion of the Mi croStrategy
R eadme .
JDBC
The SequeLi nk Server servi ce, i nstal l ed by the SequeLi nk
C onnecti vi ty Softw are, provi des JD BC connecti vi ty through avai l abl e
OD BC dri vers, so that i n many i nstal l ati ons the same dri vers can be
used for both OD BC and JD BC .
Separating the Objec t Repos itory , Subs c ription Book Repos itory , and
Portal Repos itory is not rec ommended as it c an unnec es s arily
c omplic ate s y s tem adminis tration.
Su b scrip tio n
Ob ject Po rtal
Co mp o n en t Bo o k
Rep o sito ry Rep o sito ry
Rep o sito ry
Requires Requires
Dist ribut ion Manager
connect ion connect ion
Requires Requires
E xecut ion E ngine
connect ion connect ion
Requires
Logging S erver
connect ion
Narrowc as t Serv er does not s upport prefix es that inc lude the table
owner name for repos itories in Mic ros oft SQL Serv er, s o y ou c annot us e
this c apability with repos itories in Mic ros oft SQL Serv er.
To create a database that uses U TF-8, you can use the C reate
D atabase Smartgui de i n D B2 C ontrol C enter. C hange the code set to
U TF-8.
Narrowc as t Serv er does not s upport DB2 databas es that hav e been
partitioned. If only partitioned databas es are av ailable, c reate a new,
unpartitioned databas e to us e DB2 to s tore y our Narrowc as t Serv er
repos itories .
2 C l i ck Configure.
4 C l i ck Adva nced.
5 On the D ata Type tab, sel ect the IBM GRAPHIC Sup p ort
parameter.
6 Sel ect the Rep ort Gra p hic da ta typ es check box.
If y ou s pec ify that y our databas e does not us e the UTF-8 c harac ter s et
when in fac t it does , Narrowc as t Adminis trator generates errors when
y ou attempt to s av e objec ts with long names or des c riptions that us e
many multi-by te c harac ters .
Thi s chapter hel ps you i nstal l N arrow cast Server usi ng the
Mi croStrategy Setup Wi zard, w hi ch provi des steps to gui de you
through the i nstal l ati on process.
Prerequisites
Before usi ng the Setup Wi zard, revi ew and compl ete the fol l ow i ng
requi red prerequi si tes:
To begin installation
1 Log on to the machi ne w here you are i nstal l i ng N arrow cast Server.
2 Exi t al l Wi ndow s appl i cati ons before starti ng the i nstal l ati on
process.
If the Mi croStrategy Mai n Menu page does not open, l ocate and
run S et u p . e x e.
6 If thi s i s the fi rst ti me that you are runni ng thi s i nstal l , you are
prompted to choose the l anguage for the w i zard. Sel ect the
appropri ate l anguage from the drop-dow n l i st and cl i ck OK.
The Setup Wi zard opens and gui des you through the rest of the
i nstal l ati on process. The secti ons bel ow descri be the acti ons you
must take for each page i n the w i zard. After you enter the requi red
i nformati on on an i nstal l ati on page, cl i ck Next to proceed to the next
page of the Setup Wi zard.
If any Wi ndow s servi ces are runni ng for previ ousl y i nstal l ed
Mi croStrategy products, you are prompted to stop them. C l i ck Yes to
proceed. If you cl i ck No, you cannot i nstal l any Mi croStrategy
products unti l you stop al l Mi croStrategy servi ces.
Welco me
R ead the i nformati on on the Wel come page and proceed to the next
page of the w i zard, then cl i ck Next.
If you opened the Setup Wi zard usi ng the Mi crosoft C ontrol Panel
usi ng the Add/R emove Programs opti on, the w i zard opens the
Wel come page i n mai ntenance mode. For detai l s to modi fy, repai r, or
remove al l or part of your Mi croStrategy i nstal l ati on, see the
Mi croStrategy Instal l ati on and C onfi gurati on Gui de.
Cu st o mer In f o r mat io n
Enter the fol l ow i ng customer i nformati on:
• U ser name
• C ompany name
• Li cense key
Set u p Typ e
Sel ect a setup type:
• Typ ica l : Wi th thi s setup, al l products sel ected for i nstal l ati on are
i nstal l ed i n the same l ocati on. The system assi gns the common
fi l es to the
C: \P ro gr a m F i l e s\ C o m m o n F i l e s \ Mi c r o S t r a t e g y fol der.
• Adva nced: Wi th thi s setup, you can speci fy a di fferent i nstal l ati on
l ocati on for al l products sel ected for i nstal l ati on. You can al so
sel ect the i nstal l ati on l ocati on for the Mi croStrategy common fi l es.
Ch o o se Dest in at io n Lo cat io n
Type the l ocati on or cl i ck Browse to sel ect a l ocati on w here the
Mi croStrategy products are to be i nstal l ed.
— Whi l e thi s setti ng determi nes the defaul t root di rectory for
the Mi croStrategy products you i nstal l , you can change the
Select Co mp o n en t s
The Sel ect C omponents page di spl ays a l i st of Mi croStrategy
products. The detai l s about each Mi croStrategy product you sel ect are
di spl ayed i n the D escri pti on pane. The hard di sk space requi red to
i nstal l the sel ected product i s di spl ayed bel ow the l i st of products.
Sel ect the check box next to the Mi croStrategy product to i ncl ude that
product i n the i nstal l ati on. Al ternati vel y, you can cl ear a check box to
uni nstal l or excl ude a Mi croStrategy product from the i nstal l ati on. The
i nstal l ati on pages you see after thi s step depend on the products you
choose to i nstal l .
If you expand N arrow cast Server, you can choose to i nstal l i ndi vi dual
subcomponents of N arrow cast Server. For N arrow cast Server, the
fol l ow i ng subcomponents are avai l abl e:
For detai l s on N arrow cast Server subcomponents, see the N arrow cast
Server Getti ng Started Gui de.
Both must be sel ected to run the Tutori al - D el i very sampl e proj ect
and the servi ces and reports w i thi n i t.
• N arrow cast Admi ni strator does not i ncl ude any i ndi vi dual
components.
• If you sel ect N arrow cast Server or any of i ts components, i ncl udi ng
Tutori al - D el i very, you must al so sel ect N arrow cast Admi ni strator.
Ans wering this ques tion c orrec tly is important. If y ou c hoos e an ans wer
that is inappropriate for y our s ituation, y our s y s tem might not work
properly .
Type the name of the Mi crosoft Internet Informati on Server (IIS) vi rtual
di rectory to be created for the Mi croStrategy Subscri pti on Portal . Thi s
name shoul d be the address l ocati on of the Mi croStrategy
Subscri pti on Portal .
The v irtual direc tory name mus t be unique. Eac h Mic roStrategy produc t
mus t hav e a different v irtual direc tory name.
Select Pr o gr am Fo ld er
Thi s page di spl ays the l i st of exi sti ng program fol ders i n your
Wi ndow s Start menu. A program fol der i s the fol der that you access a
softw are program from. You can type a di fferent name for the fol der
that w i l l store the Mi croStrategy products you are i nstal l i ng, or you
can accept the defaul t. It i s recommended that you accept the defaul t
program fol der name.
• Pa ssword: Type a val i d passw ord for the Wi ndow s l ogi n entered
i n the Logi n fi el d above.
— D uri ng i nstal l ati on, i f the N arrow cast servi ces are set to use
the l ocal system account, and you w ant to enabl e non-
admi ni strati ve N T users to access N arrow cast Server
functi onal i ty, you need to confi gure the Identi ty setti ngs of
the D C OM servers manual l y after the i nstal l ati on i s
compl eted.
— You must have Admi ni strati ve pri vi l eges on the N arrow cast
Server machi ne to be abl e to confi gure the N arrow cast
Server machi nes i n a cl ustered envi ronment.
3 Sel ect the D C OM servers to confi gure. You need to confi gure the
MC D MProxy and MC Proxy servers.
5 On the Identi ty tab, sel ect This user and type the requi red data i n
the User, Pa ssword, and Confirm Pa ssword fi el ds.
6 C l i ck OK.
If y ou want to rev ert to the regular Adminis trativ e mode, s et the DCOM
identity for the s erv ers to the us er that is launc hing Narrowc as t Serv er.
St ar t Co p yin g Files
Thi s page di spl ays a summary of the choi ces you made throughout
the w i zard, i ncl udi ng the fol l ow i ng i nformati on about your i nstal l ati on:
• Vi rtual di rectori es for the N arrow cast Server Subscri pti on Portal
• Li cense detai l s
You c an print a c opy of this information for y our rec ords by c lic k ing
Print .
When the i nstal l ati on process i s compl ete, sel ect Yes to vi ew the
R eadMe fi l e or sel ect No to go to the Instal l Shi el d Wi zard C ompl ete
page.
C l i ck Finish to compl ete the i nstal l ati on. See C hapter 3, C onfi guri ng
N arrow cast Server to confi gure your new l y i nstal l ed N arrow cast
Server system.
Installation verification
D uri ng the i nstal l ati on process, the Setup Wi zard gathers and records
i nformati on about your system and your i nstal l ati on sel ecti ons. You
can veri fy i nstal l ati on setup i nformati on through the i nstal l ati on l og
• Target di rectori es
• Li st of regi stered fi l es
The ins tallation log file c an be partic ularly helpful if y ou enc ounter errors
during the ins tallation proc es s . For ex ample, the log file c an prov ide
details whether a regis try k ey or path was not added or if a c ritic al file
was not regis tered s uc c es s fully .
For more i nformati on about creati ng, i nstal l i ng, regi steri ng, and usi ng
custom modul es w i th N arrow cast Server, see the onl i ne Mi croStrategy
N arrow cast Server SD K Gui de.
• U nregi sters and removes sel ected fi l es, regi stry entri es, and
shortcuts l ogged i n the U n i n s t . i s u l og fi l e.
Before uni nstal l i ng N arrow cast Server, note the fol l ow i ng:
• If you have confi gured servi ces usi ng the Subscri pti on Portal
Admi ni strati on Wi zard to support dynami c subscri pti on or page-by
personal i zati on, you shoul d make backups of fi l es that begi n w i th
"D YN " and have the extensi on "xml ", l ocated i n the Subscri pti on
Portal and C ommon Fi l es fol ders. To l ocate and back up these
fi l es, you can use Wi ndow s Expl orer or the command prompt
w i ndow . Your system dri ve l etter and fol der structure may vary.
• If you uni nstal l and rei nstal l the product, your system i s not
restored to i ts ori gi nal state. You must reconfi gure the server
confi gurati on of your system, ei ther by:
Before uni nstal l ati on begi ns, the uni nstal l program performs the
fol l ow i ng acti ons:
• C hecks for user pri vi l eges. If they are not val i d, uni nstal l ati on
stops.
• Stops al l servi ces that are part of the N arrow cast Server system.
• D el etes fi l es created by the appl i cati on, such as *.l og, *.gi d, *.eml ,
and *.tb.
2 From the Sta rt menu, sel ect Settings, and then Control Pa nel .
5 Sel ect the appropri ate opti on dependi ng on w hat you have
i nstal l ed:
6 You must stop N arrow cast Server servi ces to perform thi s update.
C l i ck Yes i f you w ant the Setup Wi zard to stop them for you.
10 C l ear the check box next to the product(s) that you w ant to
uni nstal l , then cl i ck Next.
13 When the uni nstal l process i s compl ete, cl i ck Finish to cl ose the
mai ntenance program.
After this proc es s is c omplete, the program may dis play a mes s age
s tating that s ome c omponents c ould not be c ompletely remov ed and
that the s y s tem needs to be rebooted. Res tart the mac hine to ac hiev e a
c lean unins tall.
Thi s chapter topic provi des confi gurati on gui del i nes for setti ng up a
N arrow cast Server system.
Prerequisites
• N arrow cast Server must be i nstal l ed. See C hapter 2, Instal l ati on
Procedures for steps to i nstal l vari ous N arrow cast product
components.
Configuration overview
N arrow cast Server contai ns several components that must be properl y
confi gured before a N arrow cast Server system can operate.
• Crea te a n Obj ect Rep ository: The Obj ect R eposi tory i s the
core storage faci l i ty for N arrow cast Server obj ects. N arrow cast
Server cannot store confi gurati on parameters, appl i cati on obj ects,
or other i nformati on w i thout an Obj ect R eposi tory.
Configuration tools
N arrow cast Admi ni strator makes the process of confi guri ng your
system fast and easy, by provi di ng a confi gurati on tool cal l ed the
N arrow cast Server System C onfi gurati on Wi zard. The System
C onfi gurati on Wi zard opens the fi rst ti me you l aunch N arrow cast
Admi ni strator. Al ternati vel y, you can access i t from N arrow cast
Admi ni strator: from the System menu, sel ect Configure New
System.
If y ou ins talled the Mic roStrategy Tutorial - Deliv ery s ample projec t, the
c onfiguration proc es s launc hes the firs t time that y ou open Narrowc as t
Adminis trator. This proc es s walk s y ou through how to c onfigure the
s y s tem s o that the s ample reports and doc uments c an be deliv ered
us ing the s ample s erv ic es that c ome with the Tutorial- Deliv ery projec t.
You c an later rec onfigure y our s y s tem in whatev er way s uits y our us er's
needs , us ing the Sy s tem Configuration Wiz ard. For details to c onfigure
the s y s tem to s upport the Tutorial - Deliv ery projec t, s ee the
N arrow cast Server Getti ng Started Gui de . The Tutorial c onfiguration
proc es s c onfigures a c omplete applic ation that demons trates
Narrowc as t Serv er func tionality . Editing and rev iewing the Tutorial -
Deliv ery objec ts and res ulting s ample mes s ages are a highly
rec ommended way to learn about Narrowc as t Serv er produc t
func tionality .
Remote access
It i s recommended that the N arrow cast Server system i s remotel y
accessed onl y through N arrow cast Admi ni strator. R emote access
usi ng Termi nal Server i s not supported or recommended.
You can al so confi gure the defaul t Subscri pti on Portal si te regardl ess
of w hether Subscri pti on Portal components are on the l ocal machi ne
or on other machi nes. For detai l s on usi ng the Subscri pti on Portal ,
see U ser Sel f Subscri pti on i n the N arrow cast Server Appl i cati on
D esi gner Gui de.
Thi s secti on assumes that you have revi ew ed the confi gurati on
prerequi si tes and met al l confi gurati on requi rements as descri bed i n
Subscri pti on Portal confi gurati on prerequi si tes, page 64 and
C onfi gurati on overvi ew , page 40.
You c an only c onfigure Narrowc as t Serv er s y s tem from a mac hine that
has Narrowc as t Adminis trator ins talled.
2 From the System menu, sel ect the name of the system you w i sh to
edi t and choose E dit System Configura tion.
3 C onti nue w i th the confi gurati on usi ng the i nformati on that fol l ow s.
Each page of the System C onfi gurati on Wi zard i s descri bed bel ow .
Welcome
The Wel come page provi des an overvi ew of the confi gurati on process
you w i l l compl ete. C l i ck Next to conti nue.
System configuration
The System area gui des you through the process of creati ng a new
system or sel ecti ng an exi sti ng N arrow cast Server system (i f you are
confi guri ng a remote N arrow cast Admi ni strator). If you are creati ng a
new system, you are asked to sel ect an Obj ect R eposi tory database
l ocati on and create tabl es and other obj ects i n that l ocati on.
C l i ck Next to proceed.
Ch o o se Dat a So u r ce Name
Thi s page di spl ays the l i st of avai l abl e data source names (D SN s).
Sel ect the D SN to connect to your Obj ect R eposi tory.
C l i ck Next to proceed.
Ch o o se Syst em
Thi s page appears onl y i f an exi sti ng system i s found. Thi s page
di spl ays a drop-dow n l i st of al l exi sti ng system prefi xes, i ncl udi ng an
opti on to create a new system. Sel ect one of the exi sti ng system
prefi xes or sel ect Crea te New System.
C l i ck Next to proceed.
Su mmar y
The Summary page provi des you w i th a l i st of al l the setti ngs and
sel ecti ons you speci fi ed throughout the w i zard.
C l i ck Next to compl ete the Obj ect R eposi tory creati on task and
proceed w i th the next confi gurati on pi ece.
Ch o o se Mo d u le
Thi s page appears onl y i f you have regi stered more than one
Subscri pti on Book Modul e (SBM). You can onl y add one SBM to a
system. On thi s page, you can sel ect w hi ch modul e you w ant to add to
your N arrow cast Server system.
• If you sel ect the Enterpri se Subscri pti on Book Modul e, w hi ch i s the
standard SBM that i s provi ded by N arrow cast Server, the C hoose
Locati on page opens.
• If you sel ect a custom Subscri pti on Book Modul e, the D efi ne
C ustom Modul e page opens.
For more i nformati on on custom Subscri pti on Book Modul es, see
C ustom Subscri pti on Book Modul e i n the N arrow cast Server
Appl i cati on D esi gner Gui de.
Def in e Cu st o m Mo d u le
Thi s page appears onl y i f you sel ected a custom Subscri pti on Book
Modul e on the C hoose Modul e page. From thi s page, cl i ck Define to
defi ne your custom Subscri pti on Book Modul e. D efi ni ng a custom
SBM i nvol ves confi guri ng your subscri pti on book, i ncl udi ng such
thi ngs as speci fyi ng a text fi l e or other data needed by the SBM.
For more i nformati on on custom Subscri pti on Book Modul es, see
C ustom Subscri pti on Book Modul e i n the N arrow cast Server
Appl i cati on D esi gner Gui de.
Ch o o se Lo cat io n
Sel ect the check box i f you w ant to store the Obj ect R eposi tory (OR )
and Subscri pti on Book R eposi tory (SBR ) i n the same l ocati on. If thi s
opti on i s sel ected, SBR confi gurati on i s compl eted automati cal l y. If i t
i s not sel ected, you must compl ete the remai nder of the SBR
confi gurati on steps.
The next page to appear depends on w hat opti on you sel ected above.
S B R and OR in t he same locat ion, and Choose E xist ing Table Opt ions page (see
a S B R already exist s in t he locat ion C hoos e Ex is ting Table Options , page 48 )
Over view
Thi s page appears onl y i f the Subscri pti on Book R eposi tory (SBR ) i s
not stored i n the same l ocati on as the Obj ect R eposi tory (OR ). Thi s
page di spl ays the overvi ew of steps i n thi s secti on.
C l i ck Next to conti nue. The C hoose D ata Source N ame page opens.
Ch o o se Exist in g Tab le Op t io n s
Thi s page appears i f a Subscri pti on Book R eposi tory (SBR ) al ready
exi sts i n the l ocati on i n w hi ch the System C onfi gurati on Wi zard i s
tryi ng to create a new one.
Sel ect an opti on and cl i ck Next to conti nue. The next page depends
on w hat opti on you sel ected.
Use a dif f erent locat ion or pref ix f or Choose Dat a S ource Name page (see
your S B R C hoos e D ata Source N ame , page 48 )
Ch o o se Dat a So u r ce Name
Thi s page di spl ays the l i st of avai l abl e data source names (D SN s).
C l i ck DSN Administra tor to open the OD BC D ata Source
Admi ni strator di al og box and create new D SN s or modi fy exi sti ng
ones
C l i ck Next to proceed.
Ch o o se Su b scr ip t io n Bo o k
Thi s page appears onl y i f exi sti ng Subscri pti on Book R eposi tory
(SBR ) tabl es are found at the sel ected l ocati on. Sel ect one of the
exi sti ng prefi xes, or sel ect Crea te New Subscrip tion Book
Rep ository from the drop-dow n l i st to create a new prefi x.
Su mmar y
The Summary page di spl ays a l i st of al l the setti ngs and sel ecti ons
you speci fi ed above.
C l i ck Next to compl ete the Subscri pti on Book R eposi tory creati on
task and proceed w i th the next pi ece of the w i zard.
Clustering
C l usteri ng i s a w ay of usi ng mul ti pl e machi nes to provi de a scal abl e
and robust processi ng envi ronment for a N arrow cast Server system. A
cl uster consi sts of tw o or more machi nes, each machi ne runni ng at
l east one system component. If you ow n N arrow cast Server Enterpri se
Edi ti on, you can cl uster N arrow cast Server machi nes.
• D i stri buti on Manager (D M): One di stri buti on manager serves as the
pri mary servi ces di stri buti on manager, and any others serve as
backup di stri buti on managers. The pri mary di stri buti on manager
recei ves servi ce executi on tri ggers, di stri butes servi ce data and
executi on w orkl oad to the executi on engi nes for processi ng,
desi gnates fai l over executi on engi nes, and tracks the state of the
other components i n the system.
• Executi on Engi ne (EE): Executes servi ces and del i vers the
resul ti ng messages. Each executi on engi ne recei ves servi ce
segments from the di stri buti on manager, retri eves the content and
subscri ber i nformati on for each segment, formats thi s content, and
transmi ts the resul ti ng messages through the appropri ate
communi cati ons channel s.
• SequeLi nk: Provi des a uni versal cl i ent for OD BC and JD BC . Thi s
thi rd-party component i s embedded i n N arrow cast Server.
For more i nformati on about these components, refer to the N arrow cast
Server System Admi ni strator Gui de.
Over view
Thi s page di spl ays the overvi ew of steps i n the w i zard. C l i ck Next to
conti nue.
Select Co n f igu r at io n Op t io n s
Speci fy how you w ant to confi gure your machi nes for cl usteri ng.
Al though N arrow cast Server requi res at l east one machi ne to send
servi ces, you can confi gure a system w i th no machi nes to provi de a
backup or devel opment system. Sel ect the requi red opti on from thi s
page.
The next page depends on the opti on that you have sel ected.
Do not conf igure or modif y any machines at t his S ummary page (see
t ime Summary, page 53 )
The System C onfi gurati on Wi zard val i dates that the machi ne you
i denti fy as the Loggi ng Server i s not used as a di stri buti on manager,
executi on engi ne, or Loggi ng Server by another system. If i t i s, you
are w arned that you must resol ve thi s i n one of the fol l ow i ng w ays:
c In N arrow cast Admi ni strator, sel ect your system name from the
System menu and sel ect Destroy System.
d Start the System C onfi gurati on Wi zard agai n and create your
new system.
a R eturn to the C hoose System page and sel ect the exi sti ng
system prefi x.
c R eturn to the C hoose System page and sel ect the system you
w ere ori gi nal l y confi guri ng.
Ports
• The Loggi ng C l i ent recei ver port determi nes the port on w hi ch the
Loggi ng C l i ent recei ves messages from the N arrow cast Server
components.
• The Loggi ng Server rel ay port determi nes the port on w hi ch the
Loggi ng Server recei ves messages from the Loggi ng C l i ent.
• The Loggi ng Server consumer port determi nes the port that l og
message consumers use to gather messages from the Loggi ng
Server.
Su mmar y
You can test w hether the defaul t setti ngs w ork i n your envi ronment
w i th the Test Logging Server feature on the Summary page.
U se the up and dow n arrow s to rank the di stri buti on managers. R ank
numbers are used by the di stri buti on managers duri ng startup to hel p
determi ne w hi ch machi ne i s the pri mary di stri buti on manager.
N ormal l y, the fi rst di stri buti on manager started becomes the pri mary
di stri buti on manager. A speci fi c pri mary or backup machi ne i s not
guaranteed.
The System C onfi gurati on Wi zard val i dates that none of the machi nes
you i denti fi ed as di stri buti on managers are used as part of another
system. If any are, you can resol ve thi s i n one of the fol l ow i ng w ays:
c In N arrow cast Admi ni strator, sel ect your system name from the
System menu and sel ect Destroy System.
d Start the System C onfi gurati on Wi zard agai n and create your
new system.
a R eturn to the C hoose System page and sel ect the exi sti ng
system prefi x.
c R eturn to the C hoose System page and sel ect the system you
w ere ori gi nal l y confi guri ng.
U se the up and dow n arrow s to rank the executi on engi nes. The
pri mary di stri buti on manager uses the rank numbers to deci de w hi ch
executi on engi ne to use as a fai l over machi ne for another executi on
engi ne machi ne. In general , the executi on engi ne next i n rank that i s
operati onal i s used as the fai l over machi ne. The l ast executi on
engi ne general l y fai l s over to an executi on engi ne at the start of the
ranki ng.
The System C onfi gurati on Wi zard val i dates that none of the machi nes
you i denti fy as executi on engi nes are used as part of another system.
If any are, you can resol ve thi s i n one of the fol l ow i ng w ays:
c In the N arrow cast Admi ni strator, sel ect your system name from
the System menu and sel ect Destroy System.
d Start the System C onfi gurati on Wi zard agai n and create your
new system.
a R eturn to the C hoose System page and sel ect the exi sti ng
system prefi x.
c R eturn to the C hoose System page and sel ect the system you
w ere ori gi nal l y confi guri ng.
Sp ecif y Su b scr ip t io n Po r t al
Thi s page di spl ays the machi ne names w here the SequeLi nk servi ces
are runni ng.
• Sel ect the Crea te a Subscrip tion Porta l site check box to
create a defaul t Subscri pti on Portal si te.
If you create a Subscri pti on Portal si te, the System C onfi gurati on
Wi zard veri fi es that you provi ded val i d machi ne names or IP
addresses by checki ng for the exi stence of the SequeLi nk Server
servi ces on the speci fi ed machi nes.
• If the machi ne names are val i d, the w i zard creates the defaul t
Subscri pti on Portal si te and confi gures the fol l ow i ng data base
al i ases on the speci fi ed SequeLi nk machi ne:
If the Subscri pti on Portal i s i nstal l ed on the l ocal machi ne, the
w i zard al so adds a Subscri pti on Portal l i nk to the Sta rt menu
under Progra ms, then MicroStra tegy Tool s. Thi s l i nk can be
used to access the new si te w hen you compl ete the System
C onfi gurati on Wi zard.
Su mmar y
The Summary page provi des you w i th a l i st of al l the machi nes you
sel ected w hen you defi ned your cl uster confi gurati on. You can use
thi s page to record thi s i mportant i nformati on for future reference.
C l i ck Test Logging Server to test the abi l i ty of the l oggi ng system
to send l og messages betw een components. C l i ck Next to compl ete
the cl usteri ng confi gurati on task and proceed w i th the next pi ece of
the w i zard.
Configure sources
The C onfi gure Sources area of the System C onfi gurati on Wi zard
gui des you through the task of i denti fyi ng the proj ects your
N arrow cast Server system w i l l use and confi guri ng Informati on
Sources (IS) to connect to those proj ects.
Sp ecif y p r o ject s
N arrow cast Server can del i ver reports and enabl e subscri pti ons vi a
Mi croStrategy Web for one or more proj ects. Thi s page di spl ays the
tree structure w i th tw o root-l evel nodes: Proj ects used by thi s system,
and servers avai l abl e on the netw ork.
• Expand or doubl e-cl i ck the Proj ects used by this system fol der
to vi ew the l i st of proj ects that are al ready part of your system
confi gurati on. To remove a proj ect from the system, sel ect the
proj ect, and choose Do not use this p roj ect.
The lis t of s erv ers that appear as being av ailable on the network are
identified with the help of Mic roStrategy Lis tener. This Windows s erv ic e
runs on eac h Intelligenc e Serv er mac hine. When the Sy s tem
Configuration Wiz ard s earc hes the network for s erv ers , Lis tener replies
with the s tate of the Intelligenc e Serv er that is loc ated on the s ame
mac hine as Lis tener is .
When a proj ect i s enabl ed for report del i very from N arrow cast Server,
the appl i cati on desi gner can i ncl ude gri d and graph reports from that
proj ect i n the content of servi ces created i n N arrow cast Admi ni strator.
The appl i cati on desi gner can create dynami c subscri pti on sets usi ng
subscri pti on i nformati on avai l abl e i n the proj ect.
When a proj ect i s enabl ed for report del i very from N arrow cast Server,
the appl i cati on desi gner can i ncl ude gri d and graph reports i n servi ce
content and create dynami c subscri pti ons. In addi ti on to thi s,
Mi croStrategy Web users can create del i very (emai l ) subscri pti ons to
reports and documents from the Mi croStrategy Web i nterface. Thi s
feature must al so be confi gured i n Mi croStrategy Web usi ng Web
Admi ni strator before i t i s avai l abl e to Web users.
Information Transmitters
The Informati on Transmi tters area of the System C onfi gurati on Wi zard
gui des you through the task of setti ng up i nformati on transmi tters for
your system. An i nformati on transmi tter recei ves compl eted, formatted
message content from an executi on engi ne, and performs the task of
packagi ng the message content fi l es i nto a standard encodi ng format
(such as mul ti -part MIME, U U encodi ng, and so on) and del i veri ng the
packaged message to the reci pi ent's address.
• Wi rel ess (SMTP): D el i vers text messages to mobi l e devi ces such
as cel l phones and pagers. It uses SMTP for transmi ssi on.
• Pri nt: Pri nts mul ti pl e fi l es to personal i zed netw ork l ocati ons. It
enabl es admi ni strators and users to defi ne, sel ect, and schedul e
batch pri nti ng requests from N arrow cast Admi ni strator, the
Subscri pti on Portal , and Mi croStrategy Web.
The Web (Portal) information trans mitter is not v is ible from the Sy s tem
Configuration Wiz ard. This is bec aus e, in ty pic al c onfigurations , y ou do
not need to c onfigure the Web (Portal) information trans mitter.
Co n f igu r at io n
Thi s page l i sts the avai l abl e i nformati on transmi tters, some of w hi ch
requi re addi ti onal confi gurati on before they can be used. C heck the
D efi ni ti on Status col umn to ensure that an i nformati on transmi tter i s
w orki ng.
You do not need to c onfigure ev ery information trans mitter that is in the
s y s tem; y ou c an remov e any by deleting them and the dev ic es that us e
them from the Narrowc as t Adminis trator objec t brows er after y ou
c omplete the c onfiguration of y our s y s tem.
For steps to confi gure the Informati on Transmi tters i n a system, see
Informati on Transmi ssi on Modul e D i al og Set i n the N arrow cast
System Admi ni strators Gui de.
Summary
The summary page i ndi cates that you have successful l y confi gured
your N arrow cast Server system.
Once your system i s confi gured, you are ready to begi n usi ng
N arrow cast Server. There are several w ays to begi n expl ori ng
N arrow cast Server:
• If you i nstal l ed the Tutori al - D el i very sampl e proj ect, you can
access i ts H ome page and be gui ded through the product. You can
edi t and del i ver sampl e Tutori al servi ces w i thi n N arrow cast
Admi ni strator. For steps, see the N arrow cast Server Getti ng
Started Gui de.
• If you have i nstal l ed the Subscri pti on Portal , you can use the
Subscri pti on Portal defaul t si te to vi ew publ i shed content or
change user subscri pti ons and preferences. You can expl ore how
thi s si te w orks and execute other servi ces w i thi n N arrow cast
Admi ni strator to publ i sh content to thi s si te.
Thi s chapter provi des i nstal l ati on and confi gurati on gui del i nes for
setti ng up a Subscri pti on Portal on a separate w eb server machi ne or
cl uster. It onl y appl i es to N arrow cast Server Enterpri se Edi ti on.
• You must confi gure a N arrow cast Server system. Other N arrow cast
Server components such as di stri buti on managers and executi on
engi nes do not need to be on the same machi ne. For detai l s, see
C hapter 3, C onfi guri ng N arrow cast Server.
1 Establ i sh connecti ons, page 65: D efi ne the connecti on from your
Subscri pti on Portal pages to SequeLi nk, and ul ti matel y to the
Portal R eposi tory.
3 (Opti onal ) R epeat for each w eb server, page 67: C onfi gure
mul ti pl e w eb servers to provi de the same content to subscri bers.
You can use thi s procedure to add addi ti onal w eb server machi nes
to your N arrow cast Server system cl uster, or to veri fy the
confi gurati on of exi sti ng Subscri pti on Portal w eb servers.
Establish connections
Thi s procedure establ i shes the connecti on betw een the Subscri pti on
Portal pages on your w eb server and the Portal R eposi tory.
To establish a connection
1 Launch the Portal Admi ni strator Wi zard from the machi ne you w i sh
to confi gure. To do thi s, from the Sta rt menu, sel ect Progra ms,
then MicroStra tegy Tool s, then Porta l Administra tor.
3 C l i ck Next.
the Subscri pti on Portal duri ng the confi gurati on of your N arrow cast
Server system, a val i d database connecti on for the Portal
R eposi tory mi ght al ready be avai l abl e for use. Sel ect i t, or i f
necessary, create a new one.
5 C l i ck Next.
6 The Summary page revi ew s the steps you compl eted for your
Portal . The Portal Admi ni strator Wi zard can now use thi s database
to store confi gurati on i nformati on for your Subscri pti on Portal si te.
Create a portal
Thi s procedure l i nks a vi rtual di rectory on your w eb server to a
speci fi c si te that i s defi ned i n your Portal R eposi tory.
2 C l i ck Next.
4 C l i ck Next.
A data w arehouse stores the data that users need to anal yze, to track
and respond to busi ness trends and faci l i tate forecasti ng and
pl anni ng efforts. OD BC (open database connecti vi ty) i s the standard
method of communi cati ng w i th database servers. N arrow cast Server
uses OD BC to connect to and communi cate w i th al l database servers
i n the system.
• The OD BC dri ver manager coordi nates communi cati on betw een a
cl i ent appl i cati on and a database server. The cl i ent appl i cati on
tel l s the dri ver manager that i t needs to connect usi ng a parti cul ar
connecti on stri ng. The D SN found i n thi s connecti on stri ng
provi des the dri ver manager w i th the type of database server to
w hi ch the appl i cati on needs access. From thi s i nformati on, the
dri ver manager deci des w hat dri ver to use and i ni ti ates the
communi cati on.
To add a DSN
1 From the Wi ndow s Sta rt menu, sel ect Progra ms, sel ect
MicroStra tegy Tool s, and sel ect Na rrowca st Administra tor.
• When N arrow cast Server i s opened for the fi rst ti me, the
System C onfi gurati on Wi zard opens automati cal l y.
7 Sel ect the al ready i nstal l ed OD BC dri ver or sel ect the appropri ate
versi on of the Mi croStrategy OD BC dri ver.
8 C l i ck Finish.
The c lient s oftware is not inc luded in the Mic roStrategy produc t s uite
ins tallation. It mus t be obtained through the databas e v endor or another
third party .
1 C l i ck Sta rt, sel ect Settings, and sel ect Control Pa nel . Then
doubl e-cl i ck ei ther Da ta Sources (ODBC) or ODBC Da ta
Sources.
• Al l other setti ngs are defaul t or opti onal . If you have any
questi ons about setti ngs for D SN creati on, cl i ck Hel p .
1 C l i ck Sta rt, sel ect Settings, and sel ect Control Pa nel . Then
doubl e-cl i ck ei ther Da ta Sources (ODBC) or ODBC Da ta
Sources.
6 C l i ck Next. Sel ect one of the fol l ow i ng authenti cati on opti ons:
• Login ID: Thi s fi el d speci fi es the l ogi n ID that the SQL Server
dri ver uses w hen connecti ng to SQL Server i f With SQL
Server a uthentica tion using a l ogin ID a nd p a ssword
entered by the user i s sel ected. Thi s appl i es onl y to the
connecti on made to determi ne the server defaul t setti ngs; i t
does not appl y to subsequent connecti ons made usi ng the data
source after i t has been created.
10 Al l other setti ngs are defaul t or opti onal . For detai l s on any
setti ngs i n the D SN creati on, cl i ck Hel p .
11 C l i ck Next.
12 C l i ck Finish.
To understand how thi s w orks, consi der the fol l ow i ng. When a SQL
statement i s executed vi a an OD BC connecti on, the i nformati on
requi red to i denti fy the tabl es i n the statement can come from tw o
sources: (1) the defaul t val ues speci fi ed i n the data source name, or
(2) the statement i tsel f.
• Server
• D atabase
• Ow ner
• Tabl e
The data source typi cal l y speci fi es the server, the i nstance, and the
database. Si nce thi s i nformati on i s contai ned i n the data source, SQL
queri es often speci fy onl y tabl e names by usi ng expressi ons such as
the fol l ow i ng:
In addi ti on, i f the ow ner of the tabl e has not made the tabl e vi si bl e to
other users, the query fai l s. The R D BMS engi ne searches for a tabl e
named tabl e and ow ned by the connected user, rather than ow ned by
the tabl e creator. For exampl e, an Oracl e database admi ni strator
mi ght create tabl e synonyms so that database users w i th di fferent
l ogi ns (other than the one that ow ns the tabl e) can "see" that tabl e.
The i nformati on requi red to uni quel y i denti fy a tabl e and the syntax
requi red to provi de thi s i nformati on i n a SQL statement vari es
somew hat from one R D BMS to another. For exampl e, i n SQL Server,
the fol l ow i ng syntax i s used:
Server.database.owner.table
database.table
Wi th thi s constructi on, the R D BMS uses the connected l ogi n as the
ow ner w hen searchi ng for tabl es i n the defaul t database.