¶ 1. Abstract
This manual covers the installation of T6 Planning integrated with MicroStrategy. It provides an overview of the process, emphasizing the goal to guide installation, configuration, requirements, and updates through the new T6 Planning installer. Before installation, certain prerequisites must be met, including the installation of specific software. The guide details necessary configurations, such as creating a Windows user account and considerations related to the server, both on Windows Server and SQL Server. Additionally, it emphasizes the importance of checking compatibility between T6 Planning and MicroStrategy versions before starting the installation process. This information is presented in a structured manner, covering everything from an overview to specific considerations to ensure a successful installation of T6 Planning integrated with MicroStrategy.
¶ 2. T6 Planning MicroStrategy Installation
¶ 2.1 Overview
This manual aims to provide instructions on how to perform the installation of T6 Planning integrated with MicroStrategy, including configurations, requirements, and version updates, from the perspective of the new T6 Planning installer.
¶ 2.2 Prerequisites
For the correct installation of T6 Planning integrated with MicroStrategy, certain software must be installed and configured beforehand, as described in this chapter.
¶ 2.3 Software
Some software is required for the proper installation of T6 Planning integrated with MicroStrategy, as outlined below.
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Microsoft Windows Server 2012 R2 (Standard or higher).
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Microsoft Windows Server 2016 (Standard or higher).
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Microsoft Windows Server 2019 (Standard or higher).
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Microsoft SQL Server 2012 SP4 (Standard or Enterprise with Service Pack 4 or higher).
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Microsoft SQL Server 2014 (Standard or higher).
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Microsoft SQL Server 2016 (Standard or higher).
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Microsoft SQL Server 2017 (Standard or higher).
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Microsoft SQL Server 2019 (Standard or higher).
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Internet Information Services (IIS) version 8 or higher.
It is required to have the "IIS 6 Management Compatibility" installed. For more details and tips on IIS, refer to the "T6 Planning - IIS Setup Tips" manual. -
Microsoft .Net Framework 4.8 or higher:
https://support.microsoft.com/en-us/help/4503548/microsoft-net-framework-4-8-offline-installer-for-windows -
Report Viewer 2012:
http://www.microsoft.com/en-us/download/details.aspx?id=35747 -
NET Core 3.1 Runtime & Hosting Bundle for Windows (v3.1.1)
https://dotnet.microsoft.com/download/dotnet-core/thank-you/runtime-aspnetcore-3.1.1-windows-hosting-bundle-installer
¶ 2.4 Configurations
The correct installation of T6 Planning also requires the prior configuration of certain components, as well as the installation and creation of specific elements described below.
¶ 2.4.1 Windows Server
- Windows User Account: You can run T6 Planning using a new Windows user account. You should create and configure this account before installing the solution, ensuring that the new user is a member of the Administrators and IIS_WPG groups.
- Server Name: During the installation of T6 Planning, use the server name, as opposed to localhost.
¶ 2.4.2 SQL Server
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SQL Server Installation Options: The proper functioning of T6 Planning depends on certain SQL Server options, mentioned below.
- Database Services
- Integration Services (only if used for ETL)
- Workstation Components and Development Tools
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Required Configurations: The services listed above must run from Local System or Network Service.
- The SQL service must be started.
- TCP protocol must be enabled in SQL Server Network Configuration and SQL Native Client Configuration.
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New Database: [If you already have a T6 Planning portal installed, skip this step]
A new database must be created and configured before starting the T6 Planning installation. During the installation process, the necessary tables and data will be created automatically by the installer. To create a new database, follow the steps below.- Open SQL Server Management Studio.
- Connect to the Database Engine where you want to create the database for T6 Planning.
- After connecting, right-click on the Database folder in Object Explorer and select the New Database option.
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Creating T6 Planning User: [If you already have a T6 Planning portal installed, skip this step]
It is suggested to create a new user who will connect to and manipulate the application's database. Ensure that this new T6 Planning user has the attributes described below and that the language is set to English.- SQL Server Authentication or Windows Authentication, depending on how you want to connect.
- If you use SQL Server Authentication, configure and confirm a password. Passwords must be configured to meet security policies, i.e., strong passwords.
- On the General page, in the Default Database option, select the new T6 Planning database created for this purpose.
- On the User Mapping page, in the Users Mapped to This Login option, check the Map checkbox for the new T6 Planning database created in the previous step.
- In the Database Role Membership option, select db_ddladmin and db_owner. The public option should already be marked by default.
- On the Status page, in Settings, ensure that the Permission to Connect to Database Engine option is set to Grant, and that the Login option is set to Enabled.
- If you choose to run SQL Server Jobs through T6 Planning Workflow tasks, you need to define specific roles for the T6 Planning user in SQL Server, as described below.
- On the User Mapping page, in the Users Mapped to This Login option, check the Map checkbox for the msdb database.
- In the Database Role Membership option, select Public and SQLAgentUserRole.
Access to SELECT must be given on the msdb.dbo.sysjobs table, through the command USE msdb GRANT SELECT ON msdb.dbo.sysjobs TO useName.
- If it is necessary to filter these Jobs, T6 Planning provides a parameter indicating a Database View responsible for filtering specific Jobs. To configure the View, follow the instructions below.
- Access the T6 Planning menu -> Settings -> Parameters. Fill in the value of the databasejobsview parameter with the name of the View to be used. This View must contain, at a minimum, the jobid, jobname, and jobdescription fields.
¶ 2.5 Compatibility
Before starting the installation of T6 Planning integrated with MicroStrategy, it is necessary to check the compatibility between the versions of T6 Planning and MicroStrategy, as shown in the table below:
| Version | MicroStrategy | T6 Planning 11.0 | T6 Planning 10.2 | T6 Planning 10.1 | T6 Planning 10.0 | T6 Planning 3.3 | T6 Planning 3.2 |
|---|---|---|---|---|---|---|---|
| MicroStrategy 10.1 | X | X | X | ||||
| MicroStrategy 10.0 | X | X | X | X | |||
| MicroStrategy 9.4.x | X | X | X | X | X | X | |
| MicroStrategy 9.3.1 or higher | X | X | X | X | X | X | |
| MicroStrategy 9.3.0 | X | X | X | X | X | X | |
| MicroStrategy 9.2.x | X | X | X | X | X | X |
¶ 2.6 Creation of a System ODBC
This step involves creating a 32-bit Open DataBase Connectivity (ODBC) for the connection from MicroStrategy to the database created for T6 Planning installation. The 32-bit System ODBC will connect these databases because the default database must be changed to the one created for this purpose.
To start this process, open the Windows Control Panel and change the display category to Small Icons.
Next, click on the Administrative Tools option.
In the Administrative Tools window, click on the ODBC Data Sources (32-bit) option.
In the ODBC Data Source Administrator (32-bit) window, click on the System DSN tab. Click Add to create a new item.
In the Create New Data Source window, select the SQL Server Native Client 11.1 driver, where the new data source will be configured. Click Finish.
In the SQL Server data source creation screen, enter the name and description of the data source being created. Next, select the SQL server where the T6 Planning database is located, which will be connected to this data source.
Advance to the next screen.
Select the With SQL Server Authentication option and enter the login and password of the SQL server user provided on the previous screen.
Check the Change the Default Database to checkbox and select the T6 Planning database created for this purpose.
Advance to the next screen and click Finish.
On the following screen, click the Test Data Source button to verify if the ODBC creation was successful.
Check the ODBC connection results and click OK. This action completes the creation of the system ODBC.
¶ 2.7 Creation of a MicroStrategy Project
In this step, a new project will be created in MicroStrategy Developer, which will be integrated with T6 Planning and will have the ODBC created for this purpose as its warehouse.
To start the process, open MicroStrategy Developer, right-click on the MicroStrategy Analytics Modules option, and then click on Create New Project.
The Project Creation Assistant window will appear. Click Create Project.
On the new project screen, enter the name and description of the project being created, click OK, and wait for a few moments until the process is completed.
In the Project Creation Assistant window, click Select Tables from the Warehouse Catalog.
The Warehouse Database Instance window will appear. Click New.
The Database Instance Wizard will start. Click Next to start creating the Database Instance.
Enter the name and description of the Database Instance being created. Next, select the Microsoft SQL Server 2012 Database Type and proceed to the next screen.
Select the T6 Planning database created for this purpose and enter its respective login and password.
A summary of the components to be created, along with their respective parameters, will be shown. Click Finish.
MicroStrategy Developer will display the following message. Click Yes.
Complete the Database Instant Wizard and the Warehouse Database Instance. The Warehouse Catalog Browser message will appear. Click No.
In the Warehouse Catalog screen, click Save and Close. To complete the MicroStrategy project creation step, simply close the Change Comments screen and the Project Creation Assistant.
¶ 3. T6 Planning Installer for MicroStrategy
The purpose of this manual is to detail the entire integration process of the T6 Planning solution with MicroStrategy, covering scenarios from a basic setup where both portals are on the same server to more complex scenarios where integration occurs on different servers.
The integration between the two solutions happens seamlessly, simplistically, and comprehensively. The navigation from MicroStrategy to T6 Planning and vice versa is entirely streamlined and does not cause visual impacts. It also allows changes made in the T6 Planning model to be replicated in Metrics within the MicroStrategy project.
The installation and integration process are automatic, using the T6 Planning installer, which will perform the main configurations. Only in specific cases, depending on the integration scenario, some manual modifications may be necessary.
¶ 3.1 Integration Scenarios
The components of the T6 Planning integration with MicroStrategy can be installed and configured in various scenarios. Options range from a scenario where all components run on the same machine to scenarios where each component runs on a separate machine, with or without redundancy.
The various scenario specifications depend on different factors such as the number of users, size, model design, application complexity, and others. These details are pointed out in the detailed analysis of critical factors for the company's environment during the deployment planning. It is essential that this analysis be carried out by a T6 Planning technical consultant alongside the client's IT team.
Based on this pre-implementation study, there are two possible scenarios to consider in the integration installation. They are:
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Unified Scenario: In this scenario, both the T6 Planning portal and the MicroStrategy portal are on the same server.
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Distributed Scenario: In this scenario, the T6 Planning portal is on one server, while the MicroStrategy portal is on a separate server.
Regardless of the chosen scenario, the integration will remain transparent to users.
¶ 4. Performing an Integrated Installation
¶ 4.1 Overview
This chapter covers the steps of installing T6 Planning integrated with MicroStrategy in two different situations. The first assumes that no T6 Planning installation has been performed yet, and configurations for both T6 Planning and MicroStrategy will be done from scratch, according to the characteristics of the scenario to be used. The second situation deals with an already installed and properly configured T6 Planning application (STD), in which the integration with MicroStrategy will be installed.
¶ 4.2 Unpacking the Installer
Extract the contents of the T6 Planning 11.1_xxxxxxx.zip file to a folder of your choice, where a folder named T6 Planning will be created automatically. Open this folder and locate the Installer.exe file. Double-click on it to run the T6 Planning installer. It is important to note that the installer can only be run by a user with Administrator access to the operating system.
¶ 4.3 Installation in a Unified Scenario
The Unified Scenario is one in which the T6 Planning and MicroStrategy portals are on the same server. In this scenario, running the installer on the applications server is a one-time process.
The MicroStrategy Integration and Install MicroStrategy modules, when executed simultaneously, allow certain installer steps to be configured automatically, making the installation faster and more dynamic.
The T6 Planning installer supports three installation languages: Portuguese, English, and Spanish. The installation language will be automatically set by the installer based on the user's operating system language.
When you run the installer, you'll see a brief description of T6 Planning on the initial screen. To proceed with the installation, click the Next button.
The next screen will display the available installation types: New Installation, Update Installation, and Remove Previous Installation. You can install T6 Planning even if the computer already has an application installed, allowing multiple independent installations of T6 Planning.
After selecting the desired installation type, proceed to the next screen.
The following screen will show the License Agreement. Read the license terms carefully, and if you disagree, click Cancel to exit the installer. If you agree to the terms, proceed to the next screen.
On the Customer Information screen, you need to input a valid license file to proceed with the installation.
To obtain the license, access the T6 Planning Support Site and download the license file for the respective version to be installed, saving it in the T6 Planning installation folder.
On the Customer Information screen, click the Browse button, locate the license.xml file, and then proceed to the next screen. If the inserted file is invalid, the installer will prevent the continuation of the process. In case of doubts, contact the Sales representative.
On the Installation Modules screen, you will define the modules to be installed in the Unified Scenario by selecting the Install Portal and Install Integration with MicroStrategy options. The Install Portal option will install the T6 Planning application, while the Install Integration with MicroStrategy option will execute the installation of T6 Planning integrated with MicroStrategy, configuring all necessary files within MicroStrategy.
The next screen will display the prerequisites for installation, according to the modules selected on the previous screen. The installer will inform if there are any optional requirements to be installed. If any mandatory prerequisites are not installed, the installer will notify and prevent the installation of T6 Planning until all prerequisites are properly installed.
On the New Installation screen, enter the directory where the T6 Planning Portal will be installed.
On the next screen, you must provide the database settings:
- In the Server field, enter the SQL server name (do not use localhost).
- In the Port field, the default port to be entered should be 1433. If the port has been configured to a different value on your SQL Server, fill in the Port field with this value. If you are unaware of the port, you can use the Dynamic Port option, provided that the SQL Server Browser is running on the SQL Server.
- In the User Name field, enter the new T6 Planning user, which is the SQL login created for this purpose.
- In the Password field, enter the password you defined for the new T6 Planning user, which is the SQL Server login created for this purpose.
- If you opted for SQL authentication, the Windows Authentication checkbox should remain unchecked. If you choose to check it, the User Name and Password fields will be disabled, and you will provide them later on the Services Settings screen.
- In the Database field, choose the T6 Planning database created for this installation.
- The Do Not Create Tables checkbox should not be checked when performing a new installation. This option can only be used when updating an installation, where an existing and correctly configured T6 Planning database with all necessary tables can be used.
The next screen concerns T6 Planning Analytics settings, and its completion is optional:
- In the Server field, enter the SQL server name (do not use localhost).
- In the Port field, the default port to be entered should be 1433. If the port has been configured to a different value on your SQL Server, fill in the Port field with this value. If you are unaware of the port, you can use the Dynamic Port option, provided that the SQL Server Browser is running on the SQL Server.
- In the User Name field, enter the new T6 Planning user, which is the SQL login created for this purpose.
- In the Password field, enter the password you defined for the new T6 Planning user, which is the SQL Server login created for this purpose.
- If you opted for SQL authentication, the Windows Authentication checkbox should remain unchecked. If you choose to check it, the User Name and Password fields will be disabled, and you will provide them later on the Services Settings screen.
- In the Database field, choose the T6 Planning database created for this installation.
On the next screen, you will need to provide the data for Service Settings:
- In the User Name field, enter the login of the SQL or Windows user, depending on the authentication method selected in the previous screens. This user will be responsible for running the T6 Planning Application Pool.
- In the Password field, enter the user's password.
On the Application Portal screen, enter the name of the UX portal and the name of the Portal to be created in IIS, which will be used in the URL to run the T6 Planning application. If the Internet Information Services (IIS) has more than one configured site, the T6 Planning installer will display the Select IIS Site option for you to choose on which site the portal will be installed.
IMPORTANT: If a portal with the same name already exists, it will not be possible to proceed with the installation. In this case, use another name for the UX Portal creation.
On the MicroStrategy New Installation screen, the installation directory addresses for T6 Planning and MicroStrategy will be automatically filled in; in this case, click Next.
On the MicroStrategy - Parameters screen:
- In the MicroStrategy URL field, enter the complete URL of the MicroStrategy portal.
- In the Port field, enter the MicroStrategy port.
- In the MicroStrategy Server field, enter the name of the server where the MicroStrategy Business Intelligence Server portal is installed.
- In the MicroStrategy Project field, enter the name of the MicroStrategy project that will be integrated with T6 Planning. Since this field is case-sensitive, uppercase and lowercase characters are treated differently.
- In the Project Source field, enter the source of the project.
For filling in the fields: MicroStrategy Project and Project Source, it is necessary to confirm the data using MicroStrategy Developer, which displays the list of MicroStrategy Projects, as shown in the image below.
The MicroStrategy - Database screen will display the fields filled in with the data previously configured in the Database Settings step. This occurs whenever the installation is performed in a Unified scenario.
On the MicroStrategy - Command Manager screen, fill in the fields with the configurations:
- In the User field, enter the name of the MicroStrategy user who has permission in the MicroStrategy project to execute the Command Manager.
- In the Password field, enter the user's password.
- In the Command Manager Directory Path field, enter the location where the Command Manager execution file is located. Check the MicroStrategy manual to find the correct path. Example: C:\Program Files\MicroStrategy\Command Manager\
- In the Base Scripts Directory Path field, enter the location where the scripts used by T6 Planning to synchronize with MicroStrategy are located.
For more details on how T6 Planning integrated with MicroStrategy uses the Command Manager, see the Command Manager topic in this manual.
On the Confirm Installation screen, review the installation summary. If everything is correct, click Install. If you want to modify any parameters, click Previous.
On the Installation Progress screen, you will track the progress of the installation.
On the final screen, the summary will display information regarding the installation. Click Finish to close the installer.
If you encounter any errors, refer to the Troubleshooting chapter in this manual.
¶ 4.4 Installation in a Distributed Scenario
The Distributed Scenario is one where the T6 Planning portal is installed and configured on one server, while the MicroStrategy portal is on another server. In this type of scenario, integration is done in two steps, and the installer must be run on both servers – on one server, the T6 Planning Portal integrated with MicroStrategy is installed, and the MicroStrategy server is used for the integration installation.
The T6 Planning installer supports three installation languages: Portuguese, English, and Spanish. The installation language will be automatically set by the installer based on the user's operating system language.
¶ 4.4.1 T6 Planning Server Installation
The first step of the process is the installation of the T6 Planning portal that will be integrated with MicroStrategy. This should be installed and configured on the server designated for T6 Planning.
When you run the installer, you'll see a brief description of T6 Planning on the initial screen. To proceed with the installation, click the Next button.
The next screen will display the available installation types: New Installation, Update Installation, and Remove Previous Installation. You can install T6 Planning even if the computer already has an application installed, allowing multiple independent installations of T6 Planning.
After selecting the desired installation type, proceed to the next screen.
The following screen will show the License Agreement. Read the license terms carefully, and if you disagree, click Cancel to exit the installer. If you agree to the terms, proceed to the next screen.
On the Customer Information screen, you need to input a valid license file to proceed with the installation.
To obtain the license, access the T6 Planning Support Site and download the license file for the respective version to be installed, saving it in the T6 Planning installation folder.
On the Customer Information screen, click the Browse button, locate the license.xml file, and then proceed to the next screen. If the inserted file is invalid, the installer will prevent the continuation of the process. In case of doubts, contact the Sales representative.
On the Installation Modules screen, you will define the modules to be installed in the Distributed Scenario, in the T6 Planning Server Installation step, by selecting only the Install Portal option.
In this step, you cannot check the "Install Integration with MicroStrategy" option; this will be executed on another server.
The next screen will display the prerequisites for installation, according to the modules selected on the previous screen. The installer will inform if there are any optional requirements to be installed. If any mandatory prerequisites are not installed, the installer will notify and prevent the installation of T6 Planning until all prerequisites are properly installed.
On the next screen, enter the directory where the Portal will be installed.
On the following screen, you must provide the database settings:
- In the Server field, enter the SQL server name (do not use localhost).
- In the Port field, the default port to be entered should be 1433. If the port has been configured to a different value on your SQL Server, fill in the Port field with this value. If you are unaware of the port, you can use the Dynamic Port option, provided that the SQL Server Browser is running on the SQL Server.
- In the User Name field, enter the new T6 Planning user, which is the SQL login created for this purpose.
- In the Password field, enter the password you defined for the new T6 Planning user, which is the SQL Server login created for this purpose.
- If you opted for SQL authentication, the Windows Authentication checkbox should remain unchecked. If you choose to check it, the User Name and Password fields will be disabled, and you will provide them later on the Services Settings screen.
- In the Database field, choose the T6 Planning database created for this installation.
- The Do Not Create Tables checkbox should not be checked when performing a new installation. This option can only be used when updating an installation, where an existing and correctly configured T6 Planning database with all necessary tables can be used.
The next screen concerns T6 Planning Analytics settings, and its completion is optional:
- In the Server field, enter the SQL server name (do not use localhost).
- In the Port field, the default port to be entered should be 1433. If the port has been configured to a different value on your SQL Server, fill in the Port field with this value. If you are unaware of the port, you can use the Dynamic Port option, provided that the SQL Server Browser is running on the SQL Server.
- In the User Name field, enter the new T6 Planning user, which is the SQL login created for this purpose.
- In the Password field, enter the password you defined for the new T6 Planning user, which is the SQL Server login created for this purpose.
- If you opted for SQL authentication, the Windows Authentication checkbox should remain unchecked. If you choose to check it, the User Name and Password fields will be disabled, and you will provide them later on the Services Settings screen.
- In the Database field, choose the T6 Planning database created for this installation.
On the next screen, you will need to provide the data for Service Settings:
- In the User Name field, enter the login of the SQL or Windows user, depending on the authentication method selected in the previous screens. This user will be responsible for running the T6 Planning Application Pool.
- In the Password field, enter the user's password.
On the Application Portal screen, enter the name of the UX portal and the name of the Portal to be created in IIS, which will be used in the URL to run the T6 Planning application. If the Internet Information Services (IIS) has more than one configured site, the T6 Planning installer will display the Select IIS Site option for you to choose on which site the portal will be installed.
IMPORTANT: If a portal with the same name already exists, it will not be possible to proceed with the installation. In this case, use another name for the UX Portal creation.
On the next screen, check the Integrate T6 Planning Portal with MicroStrategy checkbox and provide the MicroStrategy parameters:
- In the MicroStrategy URL field, enter the complete URL of the MicroStrategy portal.
- In the Port field, enter the MicroStrategy port.
- In the MicroStrategy Server field, enter the name of the server where the MicroStrategy Business Intelligence Server portal is installed.
- In the MicroStrategy Project field, enter the name of the MicroStrategy project that will be integrated with T6 Planning. Since this field is case-sensitive, uppercase and lowercase characters are treated differently.
On the Confirm Installation screen, review the installation summary. If everything is correct, click Install. If you want to modify any parameters, click Previous.
On the Installation Progress screen, you will track the progress of the installation.
On the final screen, the summary will display information regarding the installation. Click Finish to close the installer.
If you encounter any errors, refer to the Troubleshooting chapter in this manual.
¶ 4.4.2 MicroStrategy Server Installation
The second step of the process is the installation of the integration between the T6 Planning portal and the MicroStrategy portal. This should be executed on the server designated for MicroStrategy. Similarly, whenever the T6 Planning portal is updated, it is necessary to run the MicroStrategy integration update.
When you run the installer, you'll see a brief description of T6 Planning on the initial screen. To proceed with the installation, click the Next button.
The next screen will display the available installation types: New Installation, Update Installation, and Remove Previous Installation.
After selecting the desired installation type, proceed to the next screen.
The following screen will show the License Agreement. Read the license terms carefully, and if you disagree, click Cancel to exit the installer. If you agree to the terms, proceed to the next screen.
On the Customer Information screen, you need to input a valid license file to proceed with the installation.
To obtain the license, access the T6 Planning Support Site and download the license file for the respective version to be installed, saving it in the T6 Planning installation folder.
On the Customer Information screen, click the Browse button, locate the license.xml file, and then proceed to the next screen. If the inserted file is invalid, the installer will prevent the continuation of the process. In case of doubts, contact the Sales representative.
On the Installation Modules screen, you will define the modules to be installed in the Distributed Scenario, in the MicroStrategy Server Installation step, unchecking the Install Portal option and checking only the checkbox for Install Integration with MicroStrategy.
The next screen will display the prerequisites for installation, according to the modules selected on the previous screen. The installer will inform if there are any optional requirements to be installed. If any mandatory prerequisites are not installed, the installer will notify and prevent the installation of T6 Planning until all prerequisites are properly installed.
On the MicroStrategy New Installation screen, the installation directories for T6 Planning and MicroStrategy will be automatically filled, in this case, click Next.
On the MicroStrategy - Parameters screen:
- In the MicroStrategy URL field, enter the complete URL of the MicroStrategy portal.
- In the Port field, enter the MicroStrategy port.
- In the MicroStrategy Server field, enter the name of the server where the MicroStrategy Business Intelligence Server portal is installed.
- In the MicroStrategy Project field, enter the name of the MicroStrategy project that will be integrated with T6 Planning. Since this field is case-sensitive, uppercase and lowercase characters are treated differently.
- In the Project Source field, enter your source.
To obtain the license, access the T6 Planning Support Site and download the license file for the respective version to be installed, saving it in the T6 Planning installation folder.
For the fields: MicroStrategy Project and Project Source, it is necessary to confirm the data using the MicroStrategy Developer, which displays the list of MicroStrategy Projects, as shown in the image below.
On the MicroStrategy - Database screen, you will configure the connection to the T6 Planning database.
- In the Server field, enter the SQL server name (do not use localhost).
- In the Port field, the default port to be entered should be 1433. If the port has been configured to a different value on your SQL Server, fill in the Port field with this value. If you are unaware of the port, you can use the Dynamic Port option, provided that the SQL Server Browser is running on the Server.
- In the User Name field, enter the new T6 Planning user, which is the SQL login created for this purpose.
- In the Password field, enter the password you defined for the new T6 Planning user, which is the SQL Server login created for this purpose.
- If you opted for SQL authentication, the Windows Authentication checkbox should remain unchecked. If you choose to check it, the User Name and Password fields will be disabled, and you will provide them later on the Services Settings screen.
- In the Database field, choose the T6 Planning database created for this installation.
The connection to the T6 Planning database will be saved in the web.config file of the MicroStrategy Portal.
On the MicroStrategy - Command Manager screen, fill in the fields with the following configurations:
- In the User field, enter the name of the MicroStrategy user who has permission in the MicroStrategy project to execute the Command Manager.
- In the Password field, enter the user's password.
- In the Command Manager Directory Path field, enter the location of the Command Manager execution file. Check the MicroStrategy manual for the correct path. Example: C:\Program Files\MicroStrategy\Command Manager\.
- In the Base Scripts Directory Path field, enter the location where the scripts used by T6 Planning to synchronize with MicroStrategy are located.
For more details on how T6 Planning integrated with MicroStrategy uses the Command Manager, see the Command Manager topic in this manual.
On the Confirm Installation screen, review the installation summary. If everything is correct, click Install. If you want to modify any parameters, click Previous.
On the Installation Progress screen, you will track the progress of the installation.
On the final screen, the summary will display information regarding the installation. Click Finish to close the installer.
If you encounter any errors, refer to the Troubleshooting chapter in this manual.
¶ 4.5 Installing MicroStrategy Integration into an Existing T6 Planning Installation
If you already have a configured T6 Planning STD application and want to integrate it with MicroStrategy, you can install only the integration without any impact on T6 Planning application data.
To do this, run the T6 Planning installer and proceed to the next screen.
In the available Installation Types, select the New Installation option and proceed to the next screen.
The next screen will display the License Agreement. Read the license terms carefully, and if you disagree, click Cancel to exit the installer. If you agree to the terms, proceed to the next screen.
On the Customer Information screen, you need to input a valid license file to proceed with the installation.
To obtain the license, access the T6 Planning Support Site and download the license file for the respective version to be installed, saving it in the T6 Planning installation folder.
On the Customer Information screen, click the Browse button, locate the license.xml file, and then proceed to the next screen. If the inserted file is invalid, the installer will prevent the continuation of the process. In case of doubts, contact the Sales representative.
On the Installation Modules screen, check only the checkbox for Install Integration with MicroStrategy.
The next screen will display the prerequisites for the selected installation on the previous screen. The installer will inform if there are any optional requirements to be installed. If any mandatory prerequisites are not installed, the installer will notify and prevent the installation until all prerequisites are properly installed.
On the MicroStrategy New Installation screen, the installation directories for T6 Planning and MicroStrategy will be automatically filled; in this case, click Next.
On the MicroStrategy - Parameters screen:
- In the MicroStrategy URL field, enter the complete URL of the MicroStrategy portal.
- In the Port field, enter the MicroStrategy port.
- In the MicroStrategy Server field, enter the name of the server where the MicroStrategy Business Intelligence Server portal is installed.
- In the MicroStrategy Project field, enter the name of the MicroStrategy project that will be integrated with T6 Planning. Since this field is case-sensitive, uppercase and lowercase characters are treated differently.
- In the Project Source field, enter the source.
To obtain the license, access the T6 Planning Support Site and download the license file for the respective version to be installed, saving it in the T6 Planning installation folder.
For the MicroStrategy Project field, it is necessary to confirm the data using the MicroStrategy Developer, which displays the list of MicroStrategy Projects, as shown in the image below.
On the MicroStrategy - Database screen, you will configure the connection to the T6 Planning database.
- In the Server field, type the name of the SQL server (do not use localhost).
- In the Port field, the default port to be entered should be 1433. If the port has been configured to a different value on your SQL Server, fill in the Port field with this value. If you are unaware of the port, you can use the Dynamic Port option, provided that the SQL Server Browser is running on the Server.
- In the User Name field, type the new T6 Planning user, which is the SQL login created for this purpose.
- In the Password field, type the password you defined for the new T6 Planning user, which is the SQL Server login created for this purpose.
- If you opted for SQL authentication, the Windows Authentication checkbox should remain unchecked. If you choose to check it, the User Name and Password fields will be disabled, and you will provide them later on the Services Settings screen.
- In the Database field, choose the T6 Planning database created for this installation.
The connection to the T6 Planning database will be saved in the web.config file of the MicroStrategy Portal.
The next screen refers to the T6 Planning Analytics settings, and filling it is optional:
- In the Server field, type the name of the SQL server (do not use localhost).
- In the Port field, the default port to be entered should be 1433. If the port has been configured to a different value on your SQL Server, fill in the Port field with this value. If you are unaware of the port, you can use the Dynamic Port option, provided that the SQL Server Browser is running on the Server.
- In the User Name field, type the new T6 Planning user, which is the SQL login created for this purpose.
- In the Password field, type the password you defined for the new T6 Planning user, which is the SQL Server login created for this purpose.
- If you opted for SQL authentication, the Windows Authentication checkbox should remain unchecked. If you choose to check it, the User Name and Password fields will be disabled, and you will provide them later on the Services Settings screen.
- In the Database field, choose the T6 Planning database created for this installation.
On the MicroStrategy - Command Manager screen, fill in the fields with the following configurations:
- In the User field, enter the name of the MicroStrategy user who has permission in the MicroStrategy project to execute the Command Manager.
- In the Password field, enter the user's password.
- In the Command Manager Directory Path field, enter the location of the Command Manager execution file. Check the MicroStrategy manual for the correct path. Example: C:\Program Files\MicroStrategy\Command Manager\.
- In the Base Scripts Directory Path field, enter the location where the scripts used by T6 Planning to synchronize with MicroStrategy are located.
For more details on how T6 Planning integrated with MicroStrategy uses the Command Manager, see the Command Manager topic in this manual.
On the Confirm Installation screen, review the installation summary. If everything is correct, click Install. If you want to modify any parameters, click Back.
On the Installation Progress screen, you will track the entire installation process.
On the final screen, the summary will display information regarding the installation. Click Finish to close the installer.
If you see any errors, refer to the Troubleshooting chapter in this manual.
¶ 4.6 Testing the Integration
To test the integration with MicroStrategy, it is necessary to have a pre-configured T6 Planning application with a published Cube.
¶ 4.6.1 Creating the First Application in T6 Planning
To create the first T6 Planning application, open your browser and enter the address of the local Intranet server.
The T6 Planning access portal will be displayed. Upon first access, enter the user: admin and password: password, then click Login.
Upon logging into T6 Planning for the first time after installation, a popup window will appear to create the first application. Enter the name and description of the application being created and click OK.
The login screen will be displayed again; enter the user and password and click Login.
You will see the T6 Planning homepage, displaying the initial T6 Planning screen.
¶ 4.6.2 Configuring Application Parameters
For the correct functioning of T6 Planning integrated with MicroStrategy, it is necessary to enable some application parameters. To do this, access the menu -> T6 Planning -> Settings -> Parameters.
The Application Parameters screen will be displayed. Locate the "MicroStrategy Integration by Script" parameter and set it to Yes.
Next, locate the "Default MicroStrategy Theme" parameter and enter the theme to be used, specifying the parameter value, for example, "MicroStrategy93".
T6 Planning offers various themes and color schemes, and when using the default MicroStrategy theme, T6 Planning becomes identical to it.
¶ 4.6.3 Configuring Dimensions
The next step is to configure the Time dimension. To start this step, access the menu -> Modeling -> Designer.
You will see the Members Administration screen. Select the Time hierarchy and click -> Tools -> Creation Wizard.
The Creation Wizard will be displayed. Proceed to the option Define Time Periods, select the desired periods – year, semester, quarter, and month, for example – and proceed to the next screen.
In the Finishing the Wizard option:
You will see the selected configurations and can return to the previous screen if you want to change them or click Finish to complete the wizard.
The next step is to configure the Account dimension. Still on the Members Administration screen, select the Account hierarchy and click the Add button.
Adding accounts does not have a Creation Wizard because clicking the Add button adds a line to the list of accounts, and you just need to click on it to name it. After adding one or more accounts, click the Save button.
¶ 4.6.4 Publishing the Cube
To apply the configured settings, you need to publish the cube by accessing the menu -> Modeling -> Publish.
In the Publish Cube window, activate the Integration option.
Wait for the cube publishing process to finish and click Close.
¶ 4.6.5 Making Changes to the Model
Once the cube has been published, you can make other changes to the model.
Model changes include creating members, dimensions, users, and other configurations. From this point on, whenever changes are made to the model, cube publishing must be done with integration enabled.
¶ 4.6.6 Testing the Integration in MicroStrategy
To start testing in MicroStrategy, open the browser and enter the MicroStrategy portal address, such as: http://mstrserver/MicroStrategy/asp/
You will be directed to the screen listing all MicroStrategy projects. Locate the project integrated with T6 Planning, which was provided in the MicroStrategy - Parameters step during the integration installation. Click on the project to access it.
On the login screen, enter the user created for the MicroStrategy project in question and its respective password.
The MicroStrategy homepage will be displayed, and you will see the T6 Planning portal navigation menu and the Tasks, Notes, and Alerts boxes, as shown in the image below. If this information is not displayed, refer to the Troubleshooting section of this manual.
¶ 5. Files
When integrating T6 Planning with the MicroStrategy portal, some files need to be created or modified in the MicroStrategy Web portal. These configurations aim to correctly display T6 Planning within the MicroStrategy portal and should only be performed under the supervision of a T6 Planning Technical Consultant, as any modification without this supervision may result in integration errors.
The following sections detail which files are created or modified in this step of the integration process.
¶ 5.1 WEB.config
In this step, new configuration entries necessary for some T6 Planning components are added, along with a new database connection string, whose data was filled in the MicroStrategy - Database step during the integration installation.
The scripts that will be executed by the Command Manager through T6 Planning must be configured in the Web.config of the WebASPX portal. Some configurations will be created and filled automatically during installation, including:
- CommandManagerUser: User name with permission to execute the Command Manager in the MicroStrategy project.
- CommandManagerPassword: Password of the MicroStrategy user who will execute the Command Manager.
- ProjectSource: MicroStrategy Project Source containing the project that will be integrated into T6 Planning.
- CommandManagerLogDirectory: Location where Command Manager execution logs will be saved.
- CommandManagerDirectory: Location of the Command Manager.
- CommandManagerInsertScript: Name of the script that will insert metrics via Command Manager. No need to include the extension.
- CommandManagerUpdateScript: Name of the script that will update metrics via Command Manager. No need to include the extension.
- CommandManagerDeleteScript: Name of the script that will remove metrics via Command Manager. No need to include the extension.
- CommandManagerRunScript: Name of the script that will execute actions via Command Manager.
- CodeInjection: Default value is true, used internally by T6 Planning.
- IntegratedWithActiveDirectory: If authentication occurs through Microsoft Active Directory, the value of this parameter will be true. Otherwise, it will be false.
¶ 5.2 Command Manager
The Command Manager tool aims to replicate, in MicroStrategy Metrics, the changes made in the dimensions of T6 Planning.
Immediately after installing the integration with T6 Planning, user permissions in the Command Manager folder and file must be checked. To do this, the MicroStrategy ApplicationPool user must have access to execute, in the Command Manager folder and file (CMDMGR.exe).
- To identify the ApplicationPool user, access Internet Information Services (IIS) version 8.0 or higher.
- Next, click on the Application Pools item.
- Locate the MicroStrategyWebPool pool and right-click on it. You will see the options menu.
- Click on Advanced Settings in the options menu.
- In the Advanced Settings window, locate the Identity parameter and click on it. The ApplicationPool user will be displayed at the bottom of the window.
After identifying the ApplicationPool user, check if it has permission to access and execute the MicroStrategy Command Manager.
¶ 5.3 MicroStrategy Portal Files
When integrating T6 Planning with the MicroStrategy Web portal, some files are automatically changed and configured by the integration installer.
In addition, other T6 Planning files are also copied to the MicroStrategy Web portal, responsible for displaying the T6 Planning menu, Task, Alert, and Note boxes, as well as images and files related to the T6 Planning theme. These files are located in the Web ASPx\asp\ and Web ASPx\asp\Sysphera folders of the MicroStrategy portal.
It is not the purpose of this manual to detail all these files, as they do not require changes after the integration installation, aiming only to present the T6 Planning interface within MicroStrategy, enabling navigation in applications.
¶ 5.3.1 MicroStrategy Portal Backup
During the integration process, the T6 Planning installer makes some changes to MicroStrategy portal files. At this point, a backup of the original files affected during integration is created in the T6 Planning installation directory.
¶ 6. Troubleshooting
This chapter is focused on resolving potential problems that may occur during the integration between T6 Planning and MicroStrategy portals.
¶ 6.1 Installation
This topic covers problems that may occur during the installation of the integration between T6 Planning and MicroStrategy portals, and their respective solutions.
¶ 6.1.1 Error on the T6 Planning login screen when coming from MicroStrategy
This error occurs in 2 possible cases:
- The T6 Planning database connection within MicroStrategy is incorrectly configured.
- In cases where T6 Planning and MicroStrategy are installed on different machines, the date and time of both are different.
¶ 6.1.2 T6 Planning menu and areas do not appear
This error can occur when the MicroStrategy project name was not configured correctly in the T6 Planning application. To resolve the issue, follow the steps below:
- Open the T6 Planning portal configured in the Application Portal step of the installer.
- Access the menu -> Configuration -> Parameters.
- In the Application Parameters window, check the parameters.
MicroStrategy Project: Name of the MicroStrategy project. Verify that the name in the T6 Planning parameters is exactly the same as the MicroStrategy project name. Check if uppercase and lowercase letters are written correctly and if there are no spaces in the MicroStrategy project name.
- MicroStrategy URL: URL of the MicroStrategy portal, which must be exactly the same as the value entered in the MicroStrategy URL parameter of T6 Planning.
- MicroStrategy Server: MicroStrategy server name. Avoid using localhost.
If the URL used for access is different from the parameter value entered in T6 Planning, when trying to go back from T6 Planning to MicroStrategy, a page containing the error Object moved to here will be displayed.
¶ 6.1.3 Labels and texts do not appear
This error occurs when the URL parameter in the MicroStrategy - Parameters step was incorrectly filled. To solve the problem, follow the steps below:
- Access the MicroStrategy portal and locate the Web.config file.
- In the Web.config file, access the area and check the URL parameter.
- In the URL parameter, pay attention to the end of the T6 Planning URL, which must be WebForm, containing uppercase and lowercase letters exactly as described because it is a case-sensitive field that treats uppercase and lowercase letters differently. If, for example, the URL is filled in as webform or webForm, this will impact the display of labels and texts.
¶ 6.1.4 Error when trying to publish the T6 Planning cube
This error may occur if any of the following configurations have not been done correctly. To resolve the issue, follow the steps below:
- Check if the Command Manager configurations are correct and try to publish the cube.
- If the following error occurs, proceed with the correction procedures.
T6 Planning.Framework.Injection.InjectionException: Error publishing member data ---> Sysphera.Framework.Injection.InjectionException: Scenario attribute 'metric\_name' does not exist
- Edit the T6 Planning Scenario dimension and create an attribute called Metric Name.
- Access the menu Configuration -> Parameters
- In the Application Parameters window, check if the MicroStrategy Scenario Attribute parameter is correctly filled with the value metric_name.
¶ 6.1.5 Error when returning to the MicroStrategy portal
This error may occur when returning from T6 Planning to the MicroStrategy portal.
ERROR: java.lang.NoClassDefFoundError: com/MicroStrategy/sdk/samples/sessionhelper/SessionHelper at MicroStrategy.Web.BridgeInf.ClassInfo.GetClass
To resolve the issue, follow the steps below:
- Open a command prompt.
- Execute the command iisreset.exe on the MicroStrategy server.
This action will restart the web application, fixing the problem.
¶ 6.1.6 Changes in T6 Planning are not replicated in MicroStrategy metrics
If this problem occurs, some items need to be checked in the following order:
- Open the MicroStrategy portal Web.config file and check if the CommandManagerDirectory parameter is configured correctly. An example of this parameter is:
<add key=CommandManagerDirectory value=C:\\Program Files\\MicroStrategy\\Command Manager\\ /> - Open the MicroStrategy portal Web.config file. See the CommandManagerLogDirectory parameter, within the
<appSettings>area, and analyze the Command Manager execution logs. An example of this parameter is:<add key=CommandManagerLogDirectory value=C:\\Program Files\\MicroStrategy\\Scripts\\Log\\ /> - Check if there is a file called failFile.txt in the execution logs folder and see if it is possible to identify the cause of the problem.
- Also, check user permissions in the Command Manager folder and file. To do this, the MicroStrategy ApplicationPool user must have access to execute, in the Command Manager folder and file (CMDMGR.exe).
- To identify the ApplicationPool user, access Internet Information Services (IIS) version 7.0 or higher.
- Next, click on the Application Pools item.
- Locate the MicroStrategyWebPool pool and right-click on it. You will see the options menu.
- Click on Advanced Settings in the options menu.
- In the Advanced Settings window, locate the Identity parameter and click on it. The ApplicationPool user will be displayed at the bottom of the window.
After identifying the ApplicationPool user, check if it has permission to access and execute the MicroStrategy Command Manager.
¶ 6.1.7 Portal does not load, does not appear, or displays an error message
When trying to open the portal, an error message is displayed as shown in the images below:
This error occurs when the .NET version is incorrect.
To resolve the problem, follow the steps below:
- Access Internet Information Services (IIS) version 8.0 or higher.
- Next, click on the Application Pools item.
- Select the MicroStrategyWebPool pool and right-click on the .NET Version column to edit it.
- Change the .NET version to v4.xxxxxx.
- Click OK to finish.
- Still on the Application Pools screen, select the T6 PlanningMSTR pool.
- Right-click on it in the Managed Pipeline Mode column to edit it.
- Change the managed pipeline mode to Classic.
- Change the .NET version to v4.xxxxxx.
- Click OK to finish.
- Access the IIS Manager.
- Click on ISAPI and CGI Restrictions.
- Select the options ASP.NET v4 and in the Restriction column, set them to Allowed.
¶ 6.1.8 T6 Planning menu is not displayed correctly
When opening the MicroStrategy portal, the T6 Planning menu is presented as shown in the image below:
This error occurs when the .NET version is incorrect. To resolve the problem, follow the steps below:
- Access Internet Information Services (IIS) version 8.0 or higher.
- Next, click on the Application Pools item.
- Select the MicroStrategyWebPool pool and right-click on the .NET Version column to edit it.
- Change the .NET version to v4.xxxxxx.
- Click OK to finish.
¶ 6.1.9 If this error occurs when publishing:
ERROR! Message: Could not find a part of the path 'C:\\Program Files (x86)\\MicroStrategy\\Web ASPx\\asp\\Sysphera\\Scripts\\run.scp'
To resolve the problem, check if the folder C:\Program Files (x86)\MicroStrategy\Web ASPx\asp\Sysphera\Scripts specified in the installer exists.
¶ 6.1.10 If this error occurs when publishing:
ERROR! Message: Could not find a part of the path 'C:\\Program Files (x86)\\MicroStrategy\\Web ASPx\\asp\\Sysphera\\Scripts\\Log\\
To resolve the problem, check if the folder C:\Program Files (x86)\MicroStrategy\Web ASPx\asp\Sysphera\Scripts\Log specified in the installer exists.
¶ 6.1.11 If this error occurs when publishing:
This operation is not supported in this environment.
To resolve the problem, check if the MicroStrategy pool user can use the Command Manager via the command line.