Narrowcast Server

Installation and
Configuration Guide

10.4
Document Number: 09851040
Version 10.4, June 2016
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Document number: 09851040
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This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 5,321,520, 5,416,602, 5,748,560,
6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,501,832, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195,
6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,707,889, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 6,798,867,
6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,888,929, 6,895,084, 6,940,953, 6,964,012, 6,977,992,
6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,474, 7,113,993, 7,127,403, 7,174,349, 7,181,417,
7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438,
7,428,302, 7,430,562, 7,440,898, 7,457,397, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178,
7,861,161, 7,861,253, 7,881,443, 7,925,616, 7,945,584, 7,970,782, 8,005,870, 8,035,382, 8,051,168, 8,051,369, 8,094,788, 8,130,918, 8,296,287,
8,321,411, 8,452,755, 8,521,733, 8,522,192, 8,577,902, 8,606,813, 8,607,138, 8,645,313, 8,761,659, 8,775,807, 8,782,083, 8,812,490, 8,832,588,
8,943,044, and 8,943,187. Other patent applications are pending.
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CONTENTS

Book Overview and Description of this Guide ......................................................... xiii

Additional Resources
About this book ............................................................................ xiv
Resources.................................................................................... xiv
Documentation....................................................................... xiv
Education .............................................................................. xxii
Consulting ............................................................................ xxiii
Technical Support ................................................................ xxiii
Feedback ................................................................................... xxiii

1. Installation Introduction.................................................................................. 1
Prerequisites
Network requirements.................................................................... 1
Windows domain and account requirements ........................... 2
Email (SMTP) requirements..................................................... 3
Web (HTTP) requirements....................................................... 3
SMS (SMPP) requirements...................................................... 4
System hardware requirements..................................................... 4
Minimum hardware requirements ............................................ 5
Hardware requirements for other software products................ 7
System software requirements ...................................................... 8
Certification updates ................................................................ 9
Database requirements ................................................................. 9
Database permissions ........................................................... 10
Database connectivity............................................................ 10
Data source names................................................................ 11
Prefixes for repository table names ....................................... 12
Repository and DSN requirements for DB2 ........................... 12

© 2016 MicroStrategy, Inc. v

Contents Narrowcast Server Installation and Configuration Guide

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

2. Installation Introduction................................................................................ 15
Procedures
Installing Narrowcast Server........................................................ 15
Prerequisites .......................................................................... 16
Installation verification ................................................................. 23
Installing custom components ..................................................... 24
Uninstalling Narrowcast Server ................................................... 24

3. Configuring Introduction................................................................................ 29
Narrowcast Server
Prerequisites................................................................................ 30
Configuration overview ................................................................ 30
Configuration tools ................................................................. 31
Remote access ...................................................................... 31
System configuration process...................................................... 32
System configuration ............................................................. 33
Subscription Book configuration ............................................ 35
Clustering............................................................................... 38
Configure sources.................................................................. 44
Information Transmitters ........................................................ 46
Summary ............................................................................... 47

4. Configuring the Introduction................................................................................ 49

Subscription Portal
Subscription Portal configuration prerequisites ........................... 49
Subscription Portal configuration procedures .............................. 50
Establish connections ............................................................ 51
Create a portal ....................................................................... 51
Repeat for each web server................................................... 52

5. ODBCs, DSNs, and Introduction................................................................................ 53

Database
ODBCs and DSNs ....................................................................... 54
Connectivity
Creating new data source names .......................................... 54
Database connectivity via ODBC................................................. 59

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

vi © 2016 MicroStrategy, Inc.

BOOK OVERVIEW AND
ADDITIONAL RESOURCES

Description of this Guide

The MicroStrategy Narrowcast Server Installation and Configuration Guide

provides comprehensive information on how to install and configure
Narrowcast Server software.

To upgrade MicroStrategy Narrowcast Server, see the Narrowcast Server

Upgrade Guide.

The chapters of the Narrowcast Server Installation and Configuration Guide

follow the recommended progression of steps to install and configure
Narrowcast Server. See Chapter 1, Installation Prerequisites for important
installation prerequisites before you begin installing Narrowcast Server.

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

contains the following additional reference information, which you may
require depending on your specific needs.

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

the Help.

© 2016 MicroStrategy, Inc. xiii

Book Overview and Additional Resources Narrowcast Server Installation and Configuration Guide

About this book

The chapters in this book provide information about:

• Network, hardware, software, and database requirements

• Installation steps, uninstallation steps, and installing custom
components

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

• Configuration process for the Subscription Portal

• Creating data source names (DSNs)

Resources
This section provides details on how to access books, online help,
MicroStrategy Education and Consulting resources, and how to contact
MicroStrategy Technical Support.

Documentation
MicroStrategy provides both manuals and online help; these two information
sources provide different types of information, as described below:
• Manuals: MicroStrategy manuals provide:

Introductory information and concepts

Examples and images

Checklists and high-level procedures to get started

The steps to access the manuals are described in Accessing manuals and
other documentation sources, page xx.

Most of these manuals are also available printed in a bound, soft cover
format. To purchase printed manuals, contact your MicroStrategy
Account Executive with a purchase order number.

xiv About this book © 2016 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Book Overview and Additional Resources

• Help: MicroStrategy online help provides:


Detailed steps to perform procedures

Descriptions of each option on every software screen

Additional formats

MicroStrategy manuals are available as electronic publications,

downloadable on the Apple iBooks Store or Google Play, and can be read on
your iOS or Android device respectively. To download a book, search for the
book’s title in the iBookstore or Google Play. To view a list of manuals that
are currently available, scan the following QR codes using your device’s
camera:

• For iOS devices, scan the following QR code:

• For Android devices, scan the following QR code:

 For new MicroStrategy releases, it may take several days for the latest
manuals to be available on the iBookstore or Google Play.

Translations

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

to the MicroStrategy Knowledge Base. Due to translation time, manuals in
languages other than English may contain information that is one or more

© 2016 MicroStrategy, Inc. Resources xv

Book Overview and Additional Resources Narrowcast Server Installation and Configuration Guide

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

Finding information

You can search all MicroStrategy books and Help for a word or phrase, with a
simple Google™ search at http://www.google.com. For example, type
“MicroStrategy derived metric” or “MicroStrategy logical table” into a Google
search. As described above, books typically describe general concepts and
examples; Help typically provides detailed steps and screen options. To limit
your search to MicroStrategy books, on Google’s main page you can click
More, then select Books.

Manuals for MicroStrategy overview and evaluation

• Introduction to MicroStrategy: Evaluation Guide

Instructions for installing, configuring, and using the MicroStrategy

Evaluation Edition of the software. This guide includes a walkthrough of
MicroStrategy features so you can perform reporting with the
MicroStrategy Tutorial project and its sample business data.

• MicroStrategy Evaluation Edition Quick Start Guide

Overview of the installation and evaluation process, and additional

resources.

Resources for security

• Usher Help

Steps to perform mobile identity validation using the Usher mobile

security network to issue electronic badges for identifying users.

Manuals for query, reporting, and analysis

• MicroStrategy Installation and Configuration Guide

Information to install and configure MicroStrategy products on

Windows, UNIX, Linux, and HP platforms, and basic maintenance
guidelines.

xvi Resources © 2016 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Book Overview and Additional Resources

• MicroStrategy Upgrade Guide

Steps to upgrade existing MicroStrategy products.

• MicroStrategy Project Design Guide

Information to create and modify MicroStrategy projects, and create the

objects that present your organization’s data, such as facts, attributes,
hierarchies, transformations, advanced schemas, and project
optimization.

• MicroStrategy Basic Reporting Guide

Steps to get started with MicroStrategy Web, and how to analyze and
format data in a report. Includes the basics for creating reports, metrics,
filters, and prompts.

• MicroStrategy Advanced Reporting Guide: Enhancing Your Business

Intelligence Application

Steps to create Freeform SQL reports, Query Builder reports, complex

filters and metrics, use Data Mining Services, and create custom groups,
consolidations, and complex prompts.

• Document and Dashboard Analysis Guide

Steps to execute, analyze, and format a dashboard in MicroStrategy Web.

• MicroStrategy Report Services Document Creation Guide: Creating

Boardroom Quality Documents

Steps to create Report Services documents, add objects, and format the
document and its objects.

• MicroStrategy Dashboards and Widgets Creation Guide: Creating

Interactive Dashboards for Your Data

Steps to create MicroStrategy Report Services dashboards and add

interactive visualizations.

• MicroStrategy In-memory Analytics Guide

Information to use MicroStrategy OLAP Services features, including
Intelligent Cubes, derived metrics, derived elements, dynamic
aggregation, view filters, and dynamic sourcing.

• MicroStrategy Office User Guide

Instructions to use MicroStrategy Office to work with MicroStrategy

reports and documents in Microsoft® Excel, PowerPoint, and Word, to
analyze, format, and distribute business data.

© 2016 MicroStrategy, Inc. Resources xvii

Book Overview and Additional Resources Narrowcast Server Installation and Configuration Guide

• MicroStrategy Mobile Analysis Guide: Analyzing Data with

MicroStrategy Mobile

Steps to use MicroStrategy Mobile to view and analyze data, and perform
other business tasks with MicroStrategy reports and documents on a
mobile device.

• MicroStrategy Mobile Design and Administration Guide: A Platform for

Mobile Intelligence

Information and instructions to install and configure MicroStrategy

Mobile, as well as steps for a designer working in MicroStrategy
Developer or MicroStrategy Web to create effective reports and
documents for use with MicroStrategy Mobile.

• MicroStrategy System Administration Guide: Tuning, Monitoring, and

Troubleshooting Your MicroStrategy Business Intelligence System

Steps to implement, deploy, maintain, tune, and troubleshoot a

MicroStrategy business intelligence system.

• MicroStrategy Supplemental Reference for System Administration:

VLDB Properties, Internationalization, User Privileges, and other
Supplemental Information for Administrators

Steps for administrative tasks such as configuring VLDB properties and

defining data and metadata internationalization, and reference material
for other administrative tasks.

• MicroStrategy Functions Reference

Function syntax and formula components; instructions to use functions

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

• MicroStrategy MDX Cube Reporting Guide

Information to integrate MicroStrategy with MDX cube sources. You can
integrate data from MDX cube sources into your MicroStrategy projects
and applications.

• MicroStrategy Operations Manager Guide

Instructions for managing, monitoring, and setting alerts for all of your
MicroStrategy systems from one console. This guide also includes
instructions for setting up and using Enterprise Manager to analyze your
MicroStrategy system usage.

xviii Resources © 2016 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Book Overview and Additional Resources

Manual for the Human Resources Analytics Module

• Human Resources Analytics Module Reference

Software Development Kits

• MicroStrategy Developer Library (MSDL)

Information to understand the MicroStrategy SDK, including details

about architecture, object models, customization scenarios, code
samples, and so on.

• MicroStrategy Web SDK

 The Web SDK is available in the MicroStrategy Developer Library,

which is part of the MicroStrategy SDK.

Documentation for MicroStrategy Portlets

• Enterprise Portal Integration Help

Information to help you implement and deploy MicroStrategy BI within

your enterprise portal, including instructions for installing and
configuring out-of-the-box MicroStrategy Portlets for several major
enterprise portal servers.

This resource is available from http://www.microstrategy.com/

producthelp.

Documentation for MicroStrategy GIS Connectors

• GIS Integration Help

Information to help you integrate MicroStrategy with Geospatial

Information Systems (GIS), including specific examples for integrating
with various third-party mapping services.

This resource is available from http://www.microstrategy.com/

producthelp.

© 2016 MicroStrategy, Inc. Resources xix

Book Overview and Additional Resources Narrowcast Server Installation and Configuration Guide

Help

Each MicroStrategy product includes an integrated help system to

complement the various interfaces of the product as well as the tasks that can
be accomplished using the product.

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

For supported web browsers, see the MicroStrategy Readme.

MicroStrategy provides several ways to access help:

• Help button: Use the Help button or ? (question mark) icon on most
software windows to see help for that window.

• Help menu: From the Help menu or link at the top of any screen, select
MicroStrategy Help to see the table of contents, the Search field, and the
index for the help system.

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

the software window you are currently viewing.

 For MicroStrategy Web, MicroStrategy Web Administrator, and

MicroStrategy Mobile Server, pressing the F1 key opens the
context-sensitive help for the web browser you are using to access
these MicroStrategy interfaces. Use the Help menu or ? (question
mark) icon to access help for these MicroStrategy interfaces.

Accessing manuals and other documentation sources

The manuals are available from http://www.microstrategy.com/

producthelp, as well as from your MicroStrategy disk or the machine where
MicroStrategy was installed.

 Adobe Reader is required to view these manuals. If you do not have

Adobe Reader installed on your computer, you can download it from
http://get.adobe.com/reader/.

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

To access the installed manuals and other documentation sources, see the
following procedures:

• To access documentation resources from any location, page xxi

• To access documentation resources on Windows, page xxi

xx Resources © 2016 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Book Overview and Additional Resources

• To access documentation resources on UNIX and Linux, page xxi

To access documentation resources from any location

1 Visit http://www.microstrategy.com/producthelp.

To access documentation resources on Windows

1 From the Windows Start menu, choose Programs (or All Programs),
MicroStrategy Documentation, then Product Manuals. A page opens
in your browser showing a list of available manuals in PDF format and
other documentation sources.

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

 Ifthebookmarks are not visible on the left side of a product manual, from
View menu click Bookmarks and Page. This step varies slightly
depending on your version of Adobe Reader.

To access documentation resources on UNIX and Linux

1 Within your UNIX or Linux machine, navigate to the directory where you
installed MicroStrategy. The default location is /opt/MicroStrategy,
or $HOME/MicroStrategy/install if you do not have write access to
/opt/MicroStrategy.

2 From the MicroStrategy installation directory, open the Help folder.

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

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

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

 Ifthebookmarks are not visible on the left side of a product manual, from
View menu click Bookmarks and Page. This step varies slightly
depending on your version of Adobe Reader.

© 2016 MicroStrategy, Inc. Resources xxi

Book Overview and Additional Resources Narrowcast Server Installation and Configuration Guide

Documentation standards

MicroStrategy online help and PDF manuals (available both online and in
printed format) use standards to help you identify certain types of content.
The following table lists these standards.

 These standards may differ depending on the language of this manual;

some languages have rules that supersede the table below.

Type Indicates

bold • Button names, check boxes, options, lists, and menus that are the focus of actions or
part of a list of such GUI elements and their definitions
Example: Click Select Warehouse.

italic • Names of other product manuals and documentation resources

• When part of a command syntax, indicates variable information to be replaced by the
user
Example: Type copy c:\filename d:\foldername\filename

Courier • Calculations
font • Code samples
• Registry keys
• Path and file names
• URLs
• Messages displayed in the screen
• Text to be entered by the user
Example: Sum(revenue)/number of months.
Example: Type cmdmgr -f scriptfile.scp and press Enter.

+ A keyboard command that calls for the use of more than one key (for example,
SHIFT+F1).

 A note icon indicates helpful information for specific situations.

 A warning icon alerts you to important information such as potential security risks; these
should be read before continuing.

Education
MicroStrategy Education Services provides a comprehensive curriculum and
highly skilled education consultants. Many customers and partners from
over 800 different organizations have benefited from MicroStrategy
instruction.

xxii Resources © 2016 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Book Overview and Additional Resources

Consulting
MicroStrategy Consulting Services provides proven methods for delivering
leading-edge technology solutions. Offerings include complex security
architecture designs, performance and tuning, project and testing strategies
and recommendations, strategic planning, and more. For a detailed
description of consulting offerings, visit http://www.microstrategy.com/
services-support/consulting.

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

1 Consult the product guides, Help, and readme files. Locations to access
each are described above.

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

resource.microstrategy.com/support.

 Ayoutechnical administrator in your organization may be able to help

resolve your issues immediately.

3 MicroStrategy Technical Support can be contacted by your company's

Support Liaison. Contact information and the Technical Support policy
information is available at http://www.microstrategy.com/
services-support/support/contact.

Feedback
Please send any comments or suggestions about user documentation for
MicroStrategy products to:

documentationfeedback@microstrategy.com

Send suggestions for product enhancements to:

support@microstrategy.com

When you provide feedback to us, please include the name and version of the
products you are currently using. Your feedback is important to us as we
prepare for future releases.

© 2016 MicroStrategy, Inc. Feedback xxiii

Book Overview and Additional Resources Narrowcast Server Installation and Configuration Guide

xxiv Feedback © 2016 MicroStrategy, Inc.

 1
1. INSTALLATION PREREQUISITES

Introduction

To upgrade MicroStrategy Narrowcast Server, see the Narrowcast Server

Upgrade Guide.

The information in the MicroStrategy Readme file represents the latest

certification and support information that was available at the time the
product was released. To access the MicroStrategy Readme files, from the
Windows Start menu, point to Programs, then MicroStrategy
Documentation, and then select Readme.

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

ensure that you have the appropriate network, hardware, software, and
database requirements and configurations set up.

Network requirements
Narrowcast Server uses your network environment to deliver email messages
and provide Subscription Portal web pages, so the network environment
must be configured and connected. To perform remote administration,

© 2015 MicroStrategy, Inc. Network requirements 1

 1 Installation Prerequisites Narrowcast Server Installation and Configuration Guide

Narrowcast Administrator users require a compatible security configuration

in place.

Network prerequisites include:

• Windows domain and accounts with Administrative privileges

• Connection to an email server to send email messages

• Web (HTTP) connection to use the Subscription Portal

• SMS (SMPP) requirements to send all phone messages

Details for each of these requirements are below.

Windows domain and account requirements

Narrowcast Server and Narrowcast Administrator rely on Windows accounts
to control access to system development and administration tasks.
• Windows accounts: To install Narrowcast Server, you must log in to
Windows with an account that has administrator privileges and
permissions on every computer that you might use as a Narrowcast
Server component within a given system. You must also provide an
account with the same privileges and permissions to the Narrowcast
Server setup program for the Narrowcast Server service account. Before
creating a new system, you must log in to the machine with an account
that also has similar privileges and permissions.
• Computer registration: Each computer that you use in your Narrowcast
Server system, including any machines used to run Narrowcast
Administrator, must belong to the same Windows domain, or to another
domain that trusts the domain used for Windows accounts.

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

that will be used to run certain Narrowcast Server services. This account
must meet the following requirements:

• Has a password that will not expire. Do not use your own network
account for which the password might expire (causing your system to
stop working). Your network administrator should be able to provide a
special account for this purpose.
• Has the Windows privilege “Access this computer from network.” This
privilege should be assigned to the Administrators group by default.

2 Network requirements © 2015 MicroStrategy, Inc.

Narrowcast Server Installation and Configuration Guide Installation Prerequisites 1

Email (SMTP) requirements

For Narrowcast Server to send email messages, it must be able to connect to
and interact with receiving email servers. Typically, SMTP email messages
are sent on TCP port 25. Thus, to transmit to email servers, any machine that
will be used as an execution engine must be able to connect through firewalls
and other security systems using port 25. For email transmission testing and
troubleshooting information, see Testing SMTP connectivity in the
Narrowcast Server System Administrator Guide.

• Smart hosts: You can select to use a smart host as a message forwarding
or transfer agent for Narrowcast Server. This technique can be used to
increase both system throughput and system security. To use a smart
host, you must know the name and target port of the server, and ensure
that Narrowcast Server can connect to it over the network. Narrowcast
Server has its own SMTP transmission capabilities, so use of a smart host
is not required.

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

lookup when other email servers attempt to send email messages to them.
If your Narrowcast Server system might be used to send messages to such
email servers, you must use a valid Internet domain in the From and
Reply-to address settings of your email (SMTP) and wireless (SMTP)
information transmitters. You must also register each execution engine
as a mail server for that domain. Otherwise, your messages might be
rejected by these remote email servers.

Web (HTTP) requirements

The Subscription Portal is a page that allows users to view and modify their
Narrowcast Server Subscriptions.

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

interact with your Subscription Portal servers for subscribers to use the
Subscription Portal. Typically, browser (HTTP) requests are sent on TCP
port 80, so any machine that will be used as a Subscription Portal client must
be able to connect through firewalls and other security systems to your
Subscription Portal web server using port 80.

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SMS (SMPP) requirements

SMSs (short message services) commonly use the peer-to-peer protocol
SMPP. The information transmitter provided with Narrowcast Server is
designed to connect to an SMSC (short message service center) using SMPP.

System hardware requirements

The number of machines you can install Narrowcast Server on depends on
which edition of Narrowcast Server you have:

• Enterprise Edition: Narrowcast Server components can be installed on

one machine or distributed across several machines in a clustered
configuration.

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

Server system.

You can install and configure Narrowcast Administrator on as many

machines as you require for system development, testing, and
administration purposes.

 Narrowcast Server is licensed based on CPU number and clock speed.

Thus, Narrowcast Server can only be installed on machines with a
clock speed that is less than or equal to the licensed clock speed. If you
try to install the product on a machine that is faster than your license
allows, installation fails. For example, if you are licensed only for 750
MHz clock speeds, you cannot install the software on a 1 GHz
machine.

The tables below list the Narrowcast Server application hardware

requirements. To verify updated requirement information, see the
MicroStrategy readme.

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Narrowcast Server Installation and Configuration Guide Installation Prerequisites 1

Minimum hardware requirements

The following minimum hardware requirements are recommended for
installing all Narrowcast Server components on one machine:

Hardware Minimum Requirements

Processor 600 MHz Pentium or equivalent

Memory 512 MB RAM

Storage 1 GB free disk space

Each Narrowcast Server component has its own additional hardware

requirements.

Narrowcast Administrator hardware requirements

The following minimum hardware requirements are recommended for

installing the Narrowcast Administrator component on a single machine:

Hardware Minimum Requirements

Processor 266 MHz Pentium II

Memory 128 MB RAM

Storage 500 MP free disk space

Delivery Engine hardware requirements

The Enterprise Edition of Narrowcast Server Delivery Engine can be

installed on one machine or it can be distributed across several machines for
increased performance and failover protection. Each machine in the cluster
must have a complete Delivery Engine installed, regardless of whether or not
every component will be used on it. This section lists the minimum
requirements for a single-machine configuration and for each component in
a distributed configuration. The components include the processor, amount
of RAM, and amount of storage available on the machine.

 Amachine
minimum of 512 MB of virtual memory is recommended on any
that is used as part of the Delivery Engine, regardless of the
minimum amount of physical memory indicated.

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Single Delivery Engine component in a distributed system

The following minimum hardware requirements are recommended for a

Delivery Engine configuration in which separate servers are used for the
Delivery Engine and Subscription Portal, but all Delivery Engine
components reside on a single machine:

Hardware Minimum Requirements

Processor 300 MHz Pentium or equivalent

Memory 256 MB RAM

Storage 1 GB free disk space

:Single Delivery Engine component in a distributed system

The following minimum hardware requirements are recommended when a

single Delivery Engine component such as Distribution Manager, Execution
Engine, Narrowcast Administrator, or MicroStrategy Logging Server is used
on a specific machine in a distributed configuration:

Hardware Minimum Requirements

Processor 266 MHz Pentium II

Memory 128 MB RAM

Storage 500 MB free disk space

Subscription Portal hardware requirements

The Enterprise Edition of Subscription Portal can be installed on one

machine or it can be distributed across several machines for increased
performance and failover protection. This section lists the minimum
requirements for a single-machine configuration as well as for each
component in a distributed configuration.

Single-machine Subscription Portal configuration

The following minimum hardware requirements are recommended for a

Subscription Portal configuration in which separate servers are used for the

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Narrowcast Server Installation and Configuration Guide Installation Prerequisites 1

Delivery Engine and Subscription Portal, but all Subscription Portal

components reside on a single machine:

Hardware Minimum Requirements

Processor 300 MHz Pentium or equivalent

Memory 256 MB RAM

Storage 500 MB free disk space

Single Subscription Portal component in a distributed system

The following minimum hardware requirements are recommended for

installing a single Subscription Portal component, such as the Subscription
Portal, in a distributed system:

Hardware Minimum Requirements

Processor 300 MHz Pentium or equivalent

Memory 128 MB RAM

Storage 250 MB free disk space

Hardware requirements for other software products

The minimum hardware requirements in this chapter are for configurations
in which Narrowcast Server or its components are the only software running
on a machine, aside from the other required software products discussed in
System software requirements, page 8.

Aside from the software described above, other software products also
consume memory, CPU processing power, network bandwidth, and disk
space, and thereby reduce the resources available to Narrowcast Server. For
example, MicroStrategy Intelligence Server and MicroStrategy Web can each
consume significant portions of the total available system memory and CPU
cycles. Therefore, the minimum hardware requirements provided should be
increased for machines that also run other server or client software.

 Ifadvisable
Narrowcast Server system performance is a concern, it is not
to install other software products, including Intelligence
Server, on any Narrowcast Server system machines.

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Use the following guidelines to estimate the minimum hardware

requirements for a machine that will host several software products:

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

for each server and client software product that will be running
concurrently. The resulting value should approximate the minimum
processor requirement for your machine.

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

each piece of software that will be running concurrently. Take the sum of
these values, and then add 64 MB to the result to allow for operating
system requirements. The resulting value should approximate the
minimum memory requirement for your machine.

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

difficult to estimate the total free disk space requirements for a machine
before all products that will coexist on that machine have been installed.
It is generally advisable to have between 256 MB and 1 GB of minimum
free disk space on server machines after all software products have been
installed, to ensure that adequate space for temporary files, log files and
data files is available.

Refer to the MicroStrategy Readmes for detailed information about

minimum hardware requirements and recommendations for other
MicroStrategy server and client products.

System software requirements

Narrowcast Server has specific requirements for additional software, shown
in the following table, that must be installed on Narrowcast Server machines
before the product can be used. If the proper software products and versions

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Narrowcast Server Installation and Configuration Guide Installation Prerequisites 1

are not installed, Narrowcast Server may demonstrate unpredictable or

unstable behavior.

Software Minimum Requirements

Operating system Microsoft Windows 2008 64-bit Server

Microsoft Windows 2003 32 and 64-bit Server
Microsoft Windows XP Professional, Windows Vista, and
Windows 7 for Narrowcast Administrator only.

ODBC software ODBC drivers suitable for connecting to the Object

Repository and Subscription Book Repository
databases. See the Certified and supported
configurations topic in the MicroStrategy readme file for
the latest supported ODBC drivers.

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

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

Certification updates
The MicroStrategy Narrowcast Server Readme file contains certification,
support, and recommendation information for all required system software.
This includes type, version, and language information for operating systems,
Web browsers, databases, and ODBC drivers. The information in the readme
file represents the latest information that was available at the time the
product was released.

Database requirements
Narrowcast Server stores its persistent information in two repositories, an
Object Repository and a Subscription Book Repository:
• The Object Repository contains:
 The administration objects that define the Narrowcast Server system
configuration (execution engines, distribution managers, and so on).

The application objects that define the application (services,
Narrowcast documents, and so on).
• The Subscription Book Repository stores the information related to
subscriptions, such as users, addresses, and personalization information.

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These repositories each require a suitable database and a data source name
(DSN) for connection, although the same database and DSN can be used for
both repositories. (If you use the Portal Repository in addition to the two
repositories above, it is recommended that you use a single database to keep
administration simple.)

This section list the requirements for database permissions, connectivity,

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

Database permissions
Narrowcast Administrator requires that the database login used for each
repository database has CREATE TABLE, DROP TABLE, UPDATE,
DELETE, and INSERT permissions on that database.

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

required:

• For Oracle and DB2 databases: CREATE INDEX

• For DB2 databases used for the Subscription Book Repository: DROP/
CREATE TRIGGERS

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

 For the latest information on supported databases for Narrowcast

Server repositories, refer to the Certified and Supported
Configurations page of the MicroStrategy Readme file.

Database connectivity

ODBC

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

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

 For the latest information on recommended ODBC drivers for your

database, refer to the Narrowcast Server section of the
MicroStrategy Readme.

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Narrowcast Server Installation and Configuration Guide Installation Prerequisites 1

JDBC

The SequeLink Server service, installed by the SequeLink Connectivity

Software, provides JDBC connectivity through available ODBC drivers, so
that in many installations the same drivers can be used for both ODBC and
JDBC.

Data source names

Data source names (DSNs) provide all of the information needed by
ODBC-compliant applications and servers to connect to databases, with the
exception of a valid database login and password. Narrowcast Server
requires at least one DSN to connect to a database to create and populate the
Object Repository, Subscription Book Repository, and Portal Repository.
Because these three repositories can coexist in the same database (and it is
recommended that they do), it is often easiest to use a single DSN for all
three, and collocate them. If required, a distinct DSN can be used for each
repository.

 Separating the Object Repository, Subscription Book Repository, and

Portal Repository is not recommended as it can unnecessarily
complicate system administration.

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

with the same names and definitions. Not every component needs a
connection to (and hence a DSN for) each repository. The repository
connection requirements for each component are shown in the following
table:

Object Subscription Portal

Component
Repository Book Repository Repository

Narrowcast Administrator Requires Requires Requires

connection connection connection

Distribution Manager Requires Requires

connection connection

Execution Engine Requires Requires

connection connection

SequeLink Requires Requires Requires

connection connection connection

Subscription Portal

Logging Server Requires

connection

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For more information on creating data source names, see Chapter 5, ODBCs,
DSNs, and Database Connectivity.

Prefixes for repository table names

When creating object repositories and subscription book repositories, you
can specify a prefix for the names of the repository tables. For repositories in
DB2 or Oracle you can use a prefix consisting of the name of the owner of the
tables (the database login used to create them) followed by a simple prefix
string. For example, if your database login is “ncadmin” and your table name
prefix is “TEST”, you can use a repository prefix such as “ncadmin.TEST”.

 Narrowcast Server does not support prefixes that include the table
owner name for repositories in Microsoft SQL Server, so you cannot
use this capability with repositories in Microsoft SQL Server.

Repository and DSN requirements for DB2

Repositories in DB2

Both the Object Repository and Subscription Book Repository use

double-byte VARGRAPHIC columns when hosted on DB2. This data type is
not enabled in DB2 databases by default. When the database is created, it
must be configured to use the UTF-8 code set.

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

can only be specified when the database is being created.

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

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

Configure.

2 On the Environment tab, the Database Code Set parameter must be set
to UTF-8.

If you do not have access to DB2 Control Center, create a table with the
VARGRAPHIC data type and run a test to confirm that the table has been

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Narrowcast Server Installation and Configuration Guide Installation Prerequisites 1

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

such a test:

CREATE TABLE TEMPVAR (VAR_COL VARGRAPHIC(127))

To create a database that uses UTF-8, you can use the Create Database
Smartguide in DB2 Control Center. Change the code set to UTF-8.

 Narrowcast Server does not support DB2 databases that have been
partitioned. If only partitioned databases are available, create a new,
unpartitioned database to use DB2 to store your Narrowcast Server
repositories.

Data source names for DB2

All machines connecting to the database must have their DSNs configured
properly.

To configure DSNs for DB2

1 On the ODBC control panel, select the DSN.

2 Click Configure.

3 At the prompt to connect, click No.

4 Click Advanced.

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

6 Select the Report Graphic data types check box.

7 Clear the Report length in bytes check box.

Repository Requirements for Oracle

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

Narrowcast Server must use a different set of repository creation scripts than
it would use for an Oracle database that is not configured to use that
character set. When you create either the Object Repository or the
Subscription Book Repository on an Oracle database, you are asked to

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

character set.

 Ifwhen
you specify that your database does not use the UTF-8 character set
in fact it does, Narrowcast Administrator generates errors when
you attempt to save objects with long names or descriptions that use
many multi-byte characters.

Narrowcast Server achieves slightly better performance as well as better use

of database storage space if you can limit your system to a single-byte
character set. This might be possible if all of your users’ names and
addresses, object names, and site and channel names can be represented by
one single-byte character set. Otherwise, the strings that Narrowcast Server
must store can only be represented using multi-byte character sets.

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

other multi-byte character sets.

System-wide planning and configuration

Narrowcast Server contains two subsystems: the Delivery Engine and the
Subscription Portal. Each of these subsystems contains multiple components
that can be installed on the same machine or on multiple machines to
increase throughput, provide failover, or meet corporate security
requirements. For more information on system-wide planning and security
considerations, see Clustering in the Narrowcast Server System
Administrator Guide.

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 2
2. INSTALLATION PROCEDURES

Introduction

This chapter helps you install Narrowcast Server using the MicroStrategy
Setup Wizard, which provides steps to guide you through the installation
process.

Installing Narrowcast Server

To install MicroStrategy products, you must log in to your machine using a
domain account with Windows administrative privileges for the domain or
target machine. The domain must include your database servers.

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

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 2 Installation Procedures Narrowcast Server Installation and Configuration Guide

Prerequisites
Before you begin using the Setup Wizard, you should review and complete
the following required prerequisites:

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

you intend to install using a network account that has administrative
privileges on every machine in the Narrowcast Server system.

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

5.6.0.7426 or later.

• Various components of Narrowcast Server require a directory to store

temporary files. To ensure that the temporary path is defined when
Narrowcast Server runs under the system account, the MicroStrategy
Setup Wizard checks for the existence of system environment variables
TMP and TEMP, and if necessary, creates them based on the user
environment variables.

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

included in the MicroStrategy installer. This is a SequeLink ODBC Socket
Server requirement. Download and install the MDAC installer from
www.microsoft.com before installing Narrowcast Server.

To begin installation

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

2 Exit all Windows applications before starting the installation process.

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

• From the disk: Insert the disk into he disk drive and wait for the
MicroStrategy Main Menu page to display automatically.

If the MicroStrategy Main Menu page does not open, locate and run
Setup.exe.
• From the download site: Download the files from the MicroStrategy
download site. Locate and run the Setup.exe file.

 Note the following:

– Contact your MicroStrategy sales representative to determine
the location and login credentials for the MicroStrategy
download site.

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Narrowcast Server Installation and Configuration Guide Installation Procedures 2

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

Setup.exe file. When extracting the files, ensure that the
extraction software maintains the folder structure of the
compressed files. Most extraction software maintains the
folder structure by default, but if you use WinRAR, ensure that
you select the Extract full paths option.

4 Click Install Software. The MicroStrategy Software page opens.

5 Click Install MicroStrategy Platform.

6 If this is the first time that you are running this install, you are prompted
to choose the language for the wizard. Select the appropriate language
from the drop-down list and click OK.

The Setup Wizard opens and guides you through the rest of the installation
process. The sections below describe the actions you must take for each page
in the wizard. After you enter the required information on an installation
page, click Next to proceed to the next page of the Setup Wizard.

If any Windows services are running for previously installed MicroStrategy

products, you are prompted to stop them. Click Yes to proceed. If you click
No, you cannot install any MicroStrategy products until you stop all
MicroStrategy services.

Welcome

Read the information on the Welcome page and proceed to the next page of
the wizard, then click Next.

If you opened the Setup Wizard using the Microsoft Control Panel using the
Add/Remove Programs option, the wizard opens the Welcome page in
maintenance mode. For details to modify, repair, or remove all or part of
your MicroStrategy installation, see the MicroStrategy Installation and
Configuration Guide.

License Agreement

Read the license agreement, and accept or decline the agreement by clicking
the appropriate button. If you choose to decline, you cannot install
MicroStrategy products.

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

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 2 Installation Procedures Narrowcast Server Installation and Configuration Guide

Customer Information

Enter the following customer information:

• User name

• Company name

• License key

Licensed users can contact MicroStrategy Technical Support to obtain a

license key.

Setup Type

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

Typical setup and an Advanced setup are:

• Typical: With this setup, all products selected for installation are
installed in the same location. The system assigns the common files to the
C:\Program Files\Common Files\MicroStrategy folder.

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

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

Choose Destination Location

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

MicroStrategy products are to be installed.

 Note the following:

– With both Typical and Advanced setup types, you can choose the
directory for a product only if that product is not already installed
on the server machine. Otherwise, the product can only be
installed in the same directory in which it already exists. In that
case, this page is not displayed.

– While this setting determines the default root directory for the
MicroStrategy products you install, you can change the destination
of a product later if you choose an Advanced setup in the previous
page.

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Narrowcast Server Installation and Configuration Guide Installation Procedures 2

Select Components

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

details about each MicroStrategy product you select are displayed in the
Description pane. The hard disk space required to install the selected
product is displayed below the list of products.

Select the check box next to the MicroStrategy product to include that
product in the installation. Alternatively, you can clear a check box to
uninstall or exclude a MicroStrategy product from the installation. The
installation pages you see after this step depend on the products you choose
to install.

Narrowcast Server components

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

subcomponents of Narrowcast Server. For Narrowcast Server, the following
subcomponents are available:

• MicroStrategy Narrowcast Administrator

• MicroStrategy Delivery Engine

• MicroStrategy Subscription Portal

• MicroStrategy Tutorial - Delivery (a sample project)

• SequeLink Connectivity Software

For details on Narrowcast Server subcomponents, see the Narrowcast

Server Getting Started Guide.

Tutorial - Delivery components

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

components of the MicroStrategy sample Tutorial project to install. These
components are:

• MicroStrategy Tutorial - Delivery Installation

• MicroStrategy Tutorial - Delivery Configuration

Both must be selected to run the Tutorial - Delivery sample project and the
services and reports within it.

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Select Components page

• Narrowcast Administrator does not include any individual components.

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

Tutorial - Delivery, you must also select Narrowcast Administrator.

• For evaluation users, the MicroStrategy Tutorial - Delivery is

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

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

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

• If you are prompted to stop your web server, click Yes. If you click No,
you cannot continue with the installation until you stop your web server.

• If you are installing Narrowcast Server on a machine where

MicroStrategy Web is installed or where Narrowcast Server has
previously been installed, when you click Next on the Select Components
page, a prompt appears asking whether you want to preserve your
existing MicroStrategy Web and/or Narrowcast Server configuration
settings.

This is necessary because the Narrowcast Server Subscription Portal and

MicroStrategy Web store configuration information in property files
maintained on the local machine. One or more such property files are
installed, accessed, and updated by the different Subscription Portal and
Web components to store required configuration information.
 If you have already configured a Subscription Portal or Web delivery
on this machine and want to preserve the existing configuration, click
Yes. In this case, you can use the virtual directory name from the
earlier install. The product then configures the virtual directory for
use with the new install.

If you are installing for the first time or are installing on a machine
where previous product installations have been uninstalled, click No
to create a new configuration. In this case, you must choose a virtual
directory name that does not exist.

 Answering this question correctly is important. If you choose an

answer that is inappropriate for your situation, your system might
not work properly.

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Narrowcast Server Installation and Configuration Guide Installation Procedures 2

MicroStrategy Subscription Portal setting

This page is displayed only if you choose to install MicroStrategy

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

Type the name of the Microsoft Internet Information Server (IIS) virtual
directory to be created for the MicroStrategy Subscription Portal. This name
should be the address location of the MicroStrategy Subscription Portal.

 The virtual directory name must be unique. Each MicroStrategy

product must have a different virtual directory name.

Select Program Folder

This page displays the list of existing program folders in your Windows Start
menu. A program folder is the folder that you access a software program
from. You can type a different name for the folder that will store the
MicroStrategy products you are installing, or you can accept the default. It is
recommended that you accept the default program folder name.

MicroStrategy Narrowcast Server setting

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

leaving the check box cleared. To create the Narrowcast Server service
account, enter the following information:

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

administrative privileges for every machine in the Narrowcast Server
system cluster. For more information on service account requirements,
see Windows domain and account requirements Chapter 1, Installation
Prerequisites.

• Password: Type a valid password for the Windows login entered in the
Login field above.

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

 Note the following:

– During installation, if the Narrowcast services are set to use the
local system account, and you want to enable non-administrative
NT users to access Narrowcast Server functionality, you need to
configure the Identity settings of the DCOM servers manually after
the installation is completed.

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 2 Installation Procedures Narrowcast Server Installation and Configuration Guide

– You must have Administrative privileges on the Narrowcast Server

machine to be able to configure the Narrowcast Server machines in
a clustered environment.

– DCOM configuration must be correct for the system to run

successfully. An error in the DCOM configuration may render the
system unusable.

To configure the DCOM servers

1 Click Start and select Run.

2 Type dcomcnfg and click OK.

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

MCDMProxy and MCProxy servers.

4 Click Properties. The Properties dialog box opens.

5 On the Identity tab, select This user and type the required data in the
User, Password, and Confirm Password fields.

6 Click OK.

7 Restart the system.

 IfDCOM
you want to revert to the regular Administrative mode, set the
identity for the servers to the user that is launching
Narrowcast Server.

Start Copying Files

This page displays a summary of the choices you made throughout the
wizard, including the following information about your installation:
• Products that will be installed or updated

• Target directories in which the products are installed

• Name of the Windows Start menu program folder

• Virtual directories for the Narrowcast Server Subscription Portal

• Service accounts for Narrowcast Server

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Narrowcast Server Installation and Configuration Guide Installation Procedures 2

• Location of the installation log file

• License details

Click Install. The process can take several minutes, depending on your
computer’s hardware configuration.

 You can print a copy of this information for your records by clicking
Print.

The SequeLink ODBC Socket Server Manager and the SequeLink ODBC
Socket Server Services are installed automatically along with the other
products you chose to install.

When the installation process is complete, select Yes to view the ReadMe file
or select No to go to the InstallShield Wizard Complete page.

InstallShield Wizard Complete

If the option to restart your machine is displayed, select Yes to ensure that
the installation process finishes correctly. You must restart the machine
before using Narrowcast Server.

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

Narrowcast Server to configure your newly installed Narrowcast Server
system.

Installation verification
During the installation process, the Setup Wizard gathers and records
information about your system and your installation selections. You can
verify installation setup information through the installation log file
(install.log), located by default in C:\Program Files\Common
Files\MicroStrategy.

The installation log file includes the following information:

• Installation date

• Target directories

• Program folder name

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 2 Installation Procedures Narrowcast Server Installation and Configuration Guide

• Operating system identification

• Hardware specifications

• Selected installation options

• Registry paths

• List of registered files

 The installation log file can be particularly helpful if you encounter

errors during the installation process. For example, the log file can
provide details whether a registry key or path was not added or if a
critical file was not registered successfully.

Installing custom components

Some Narrowcast Server system configurations include the use of custom
components or modules. These can include custom information source
modules, document formatting modules, information transmission modules,
and logging modules. When such custom modules are required for a system,
they must be installed and registered on every machine that is used for
Narrowcast Administrator or Narrowcast Server. If this is not done, the
interfaces necessary to configure each module are not available in
Narrowcast Administrator, and the functionality and procedures required
for service execution are not available to Narrowcast Server.

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

custom modules with Narrowcast Server, see the online MicroStrategy
Narrowcast Server SDK Guide.

Uninstalling Narrowcast Server

The Narrowcast Server uninstallation procedure performs the following
actions:

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

logged in the Uninst.isu log file.
• Calls a custom DLL to handle unlogged items, such as registry entries and
files.

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Narrowcast Server Installation and Configuration Guide Installation Procedures 2

Before uninstalling Narrowcast Server, note the following:

• You should make backups of files that have the extension "properties"
located in the Subscription Portal and Common Files folders and
subfolders. These files are modified when you configure your system.
When the uninstallation program deletes them, you lose the
modifications.

• If you have configured services using the Subscription Portal

Administration Wizard to support dynamic subscription or page-by
personalization, you should make backups of files that begin with "DYN"
and have the extension "xml", located in the Subscription Portal and
Common Files folders. To locate and back up these files, you can use
Windows Explorer or the command prompt window. Your system drive
letter and folder structure may vary.

• You must uninstall all Narrowcast Server components (Delivery Engine

and Subscription Portal) before you uninstall Narrowcast Administrator.
• If you uninstall and reinstall the product, your system is not restored to
its original state. You must reconfigure the server configuration of your
system, either by:

Choosing a new Sequelink machine using the System Configuration
Wizard in Narrowcast Administrator; or

Restoring the files that you backed up before performing the
uninstallation procedure.

Before uninstallation begins, the uninstall program performs the following

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

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

uninstallation stops.

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

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

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 2 Installation Procedures Narrowcast Server Installation and Configuration Guide

To uninstall Narrowcast Server

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

close all installed MicroStrategy products.

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

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

Add/Remove Programs dialog box opens.

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

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

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

• If you have installed Narrowcast Server and other MicroStrategy

products, and only want to uninstall Narrowcast Server, select Modify
and click Next.

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

Server is the only component on this machine, select Remove. Click
Yes to any prompts that appear, then click Finish to close the
maintenance program.

6 You must stop Narrowcast Server services to perform this update. Click
Yes if you want the Setup Wizard to stop them for you.

7 Select to accept the license agreement and click Next.

8 Verify your customer information and click Next.

9 Verify your setup type and click Next.

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

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

 IfWebyoursubscriptions,
Narrowcast system is currently enabled for MicroStrategy
it is recommended that you keep the virtual
directory.

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

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Narrowcast Server Installation and Configuration Guide Installation Procedures 2

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

maintenance program.

 After this process is complete, the program may display a message

stating that some components could not be completely removed and
that the system needs to be rebooted. Restart the machine to achieve a
clean uninstall.

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 2 Installation Procedures Narrowcast Server Installation and Configuration Guide

28 Uninstalling Narrowcast Server © 2015 MicroStrategy, Inc.

 3
3. CONFIGURING NARROWCAST
SERVER

Introduction

This chapter provides configuration guidelines for setting up a Narrowcast

Server system.

Narrowcast Server systems can be created using the System Configuration

Wizard. When a new Narrowcast Server system is created, several tables are
created in the specified Object Repository database. If the sample Tutorial -
Delivery project is installed, several sample services are added to the
Narrowcast Server system. Finally, the system is given a name so that it can
be easily identified and recognized. Details on the configuration process are
below.

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

been registered. This name is displayed in Narrowcast Administrator as the
root in the Location box and in the Folder List pane. When registering a
system during system configuration, if an existing system is chosen, the
system is presented using the system prefix. For this reason, it is important
to record Narrowcast Server systems by both the system name and the
system prefix specified when the Object Repository is created. This enables
you to identify each system later when you register it using the System
Configuration Wizard.

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

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

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

Prerequisites
• Narrowcast Server must be installed. See Chapter 2, Installation
Procedures for steps to install various Narrowcast product components.

• To control Microsoft Windows NT and Microsoft Windows 2000 services

on a machine, your Windows account must have administrator privileges
on that machine. Add your Windows account to the Administrators group
on each Narrowcast Server machine using the Microsoft User Manager
administrative tool. For more information on using Microsoft User
Manager, see Accounts in the Narrowcast Server System Administrator
Guide.

Configuration overview
Narrowcast Server contains several components that must be properly
configured before a Narrowcast Server system can operate.

Configuration includes the following tasks:

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

facility for Narrowcast Server objects. Narrowcast Server cannot store
configuration parameters, application objects, or other information
without an Object Repository.
• Create a Subscription Book Repository: The Subscription Book
Repository is the location in which subscribers, addresses, subscriptions,
and user preferences are stored. Narrowcast Server cannot execute
services, and Narrowcast Administrator cannot be used to administer
subscribers, without a configured Subscription Book Repository.

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

without any distribution managers, execution engines, or other machines
being configured. Such systems can be used to store archives or backups
of Narrowcast Server objects. A server is necessary to execute services
and provide a Subscription Portal web interface. A clustered server
system can provide better performance, scalability, and availability than a
single server.

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

• Configure information sources: An application designer can create and

execute services without the existence of an information source.
However, dynamic service content can only be generated through the use
of an information source.

• Configure information transmitters: Information transmitters provide

the delivery capabilities of Narrowcast Server. Without them, messages
cannot be sent.

Configuration tools
Narrowcast Administrator makes the process of configuring your system fast
and easy, by providing a configuration tool called the Narrowcast Server
System Configuration Wizard. The System Configuration Wizard opens the
first time you launch Narrowcast Administrator. Alternatively, you can
access it from Narrowcast Administrator: from the System menu, select
Configure New System.

 Iftheyouconfiguration
installed the MicroStrategy Tutorial - Delivery sample project,
process launches the first time that you open
Narrowcast Administrator. This process walks you through how to
configure the system so that the sample reports and documents can be
delivered using the sample services that come with the Tutorial-
Delivery project. You can later reconfigure your system in whatever
way suits your user’s needs, using the System Configuration Wizard.
For details to configure the system to support the Tutorial - Delivery
project, see the Narrowcast Server Getting Started Guide. The
Tutorial configuration process configures a complete application that
demonstrates Narrowcast Server functionality. Editing and reviewing
the Tutorial - Delivery objects and resulting sample messages are a
highly recommended way to learn about Narrowcast Server product
functionality.

Both of these tools perform the same configuration tasks.

Remote access
It is recommended that the Narrowcast Server system is remotely accessed
only through Narrowcast Administrator. Remote access using Terminal
Server is not supported or recommended.

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

System configuration process

The Narrowcast Server System Configuration Wizard guides you through the
process of configuring a new Narrowcast Server system. The System
Configuration Wizard is the recommended means of changing the existing
configuration settings of your Narrowcast Server system.

You can also configure the default Subscription Portal site regardless of
whether Subscription Portal components are on the local machine or on
other machines. For details on using the Subscription Portal, see User Self
Subscription in the Narrowcast Server Application Designer Guide.

This section assumes that you have reviewed the configuration prerequisites
and met all configuration requirements as described in Subscription Portal
configuration prerequisites, page 49 and Configuration overview, page 30.

 You can only configure Narrowcast Server system from a machine

that has Narrowcast Administrator installed.

To configure the system using the System Configuration Wizard

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

Tools, and select Narrowcast Administrator. Narrowcast Administrator
opens.

2 From the System menu, select the name of the system you wish to edit
and choose Edit System Configuration.

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

System from the System menu.

3 Continue with the configuration using the information that follows. Each
page of the System Configuration Wizard is described below.

Welcome

The Welcome page provides an overview of the configuration process you

will complete. Click Next to continue.

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

System configuration
The System area guides you through the process of creating a new system or
selecting an existing Narrowcast Server system (if you are configuring a
remote Narrowcast Administrator). If you are creating a new system, you are
asked to select an Object Repository database location and create tables and
other objects in that location.

Click Next to proceed.

Choose Data Source Name

This page displays the list of available data source names (DSNs). Select the
DSN to connect to your Object Repository.

Click DSN Administrator to open the ODBC Data Source Administrator

dialog box and create new DSNs or modify existing ones. See Chapter 5,
ODBCs, DSNs, and Database Connectivity for steps to create a new DSN.

Click Next to continue.

Specify Connection Information

Type the login and password to connect to the database in which the Object
Repository is located. If needed, enter a database name (optional).
• To connect to a database via ODBC, you must specify the login and
password for the database. This information allows Narrowcast Server to
use the selected data source name to connect to the database.
• If you are creating a new system using a Microsoft Access database, the
use of this page depends on whether the Access database is configured to
require authentication. If it does require authentication, enter a login and
password as with any other data source name. If it does not, these fields
are optional and are not used.

• For Microsoft Access databases, you can use the database location to
provide the file path location of the MDB (Microsoft database) file.

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

information appears on this page. This is because the Microsoft Access
database provided with the Tutorial does not require authentication.

Click Next to proceed.

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

Choose System

This page appears only if an existing system is found. This page displays a
drop-down list of all existing system prefixes, including an option to create a
new system. Select one of the existing system prefixes or select Create New
System.

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

not have a Narrowcast Administrator account on that system.
Narrowcast Administrator accounts are linked to Windows accounts,
so if you log in to Windows with a different Windows account than the
one you normally use, you might not be able to connect to your
system. For information to create and manage your Narrowcast
Administrators accounts, refer to Managing Administrator Accounts
in the Narrowcast Server System Administrator Guide.

Create New System

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

If you choose a prefix that is the same as one being used by an existing
system, you have the option to destroy the existing system. This enables the
prefix to be used for the new system, and also cleans up the machine that was
used for the old system so it can be reused. This also deletes all services and
related objects that are part of the old system.

 Asame
system prefix enables the use of multiple object repositories in the
database. Tables can then be created without conflicting with
the names of existing object repository tables.

Click Next to proceed.

Summary

The Summary page provides you with a list of all the settings and selections
you specified throughout the wizard.

 The Summary page provides important system configuration

information. This information is required to reconnect (register) this
system if it is disconnected (unregistered) in Narrowcast
Administrator. Record this information to register this system in the
future.

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

Click Next to complete the Object Repository creation task and proceed with
the next configuration piece.

Subscription Book configuration

The Subscription Book configuration piece of the wizard guides you through
creating a new Subscription Book Repository (SBR), which is a database that
stores information about recipients. This information includes names,
addresses, personalization settings, and subscription specifications.

You can think of the SBR as a data warehouse containing lookup tables for
the recipient data. When a service is run, information about subscribers such
as names, addresses, and personalization specifications are retrieved from
the SBR. For details about the SBR, see the Narrowcast Server System
Administrator Guide.

To configure an SBR site on a web server machine that was not used to
configure a system with Narrowcast Server Administration, use the steps in
Subscription Portal configuration procedures, page 50.

Choose Module

This page appears only if you have registered more than one Subscription
Book Module (SBM). You can only add one SBM to a system. On this page,
you can select which module you want to add to your Narrowcast Server
system.

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

standard SBM that is provided by Narrowcast Server, the Choose
Location page opens.
• If you select a custom Subscription Book Module, the Define Custom
Module page opens.

For more information on custom Subscription Book Modules, see Custom

Subscription Book Module in the Narrowcast Server Application Designer
Guide.

Define Custom Module

This page appears only if you selected a custom Subscription Book Module
on the Choose Module page. From this page, click Define to define your

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

custom Subscription Book Module. Defining a custom SBM involves

configuring your subscription book, including such things as specifying a text
file or other data needed by the SBM.

For more information on custom Subscription Book Modules, see Custom

Subscription Book Module in the Narrowcast Server Application Designer
Guide.

Choose Location

Select the check box if you want to store the Object Repository (OR) and
Subscription Book Repository (SBR) in the same location. If this option is
selected, SBR configuration is completed automatically. If it is not selected,
you must complete the remainder of the SBR configuration steps.

 Itworkload.
is recommended to use the same location to reduce administrative

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

Option Selected Next Page

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

SBR and OR in the same location, and a Choose Existing Table Options page (see
SBR already exists in the location Choose Existing Table Options, page 37)

SBR and OR in the same location, with no Summary page, unless there is an error
existing SBR saved there creating the SBR; in that case, the Create
Subscription Book page opens (see
Summary, page 38 or Create New
Subscription Book, page 38)

Overview

This page appears only if the Subscription Book Repository (SBR) is not
stored in the same location as the Object Repository (OR). This page displays
the overview of steps in this section.

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

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

Choose Existing Table Options

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

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

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

Option Selected Next Page

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

Overwrite the existing SBR (This deletes Summary page, unless there is an error
all information contained in the SBR) creating the SBR; in that case, the Create
Subscription Book page opens (see
Summary, page 38 or Create New
Subscription Book, page 38)

Use a different location or prefix for your Choose Data Source Name page (see
SBR Choose Data Source Name, page 37)

Choose Data Source Name

This page displays the list of available data source names (DSNs). Click DSN
Administrator to open the ODBC Data Source Administrator dialog box and
create new DSNs or modify existing ones

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

create a new DSN.

Specify Connection Information

Type your login and password used to connect to the Subscription Book
Repository. Type a database name (optional).

Click Next to proceed.

Choose Subscription Book

This page appears only if existing Subscription Book Repository (SBR) tables
are found at the selected location. Select one of the existing prefixes, or select
Create New Subscription Book Repository from the drop-down list to
create a new prefix.

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

Create New Subscription Book

This page appears only if a new Subscription Book Repository (SBR) is being
created. Enter the SBR prefix and click Next to continue.

Summary

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

 The Summary page provides important information about the

Subscription Book Repository. This information is required to
reconnect to this Subscription Book Repository in Narrowcast
Administrator if needed. Record this information to reconnect to this
Subscription Book Repository in the future.

Click Next to complete the Subscription Book Repository creation task and
proceed with the next piece of the wizard.

Clustering
Clustering is a way of using multiple machines to provide a scalable and
robust processing environment for a Narrowcast Server system. A cluster
consists of two or more machines, each machine running at least one system
component. If you own Narrowcast Server Enterprise Edition, you can
cluster Narrowcast Server machines.

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

clustered machine, are as follows:

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

statistics, and events from other system components to logging
consumers. The Logging Consumer provided can be configured to record
this information to log files, the Windows event viewer, or the Windows
debug messaging interface.
• Distribution Manager (DM): One distribution manager serves as the
primary services distribution manager, and any others serve as backup
distribution managers. The primary distribution manager receives
service execution triggers, distributes service data and execution
workload to the execution engines for processing, designates failover
execution engines, and tracks the state of the other components in the
system.

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

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

messages. Each execution engine receives service segments from the
distribution manager, retrieves the content and subscriber information
for each segment, formats this content, and transmits the resulting
messages through the appropriate communications channels.

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

connect and administer their addresses and subscriptions.

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

third-party component is embedded in Narrowcast Server.

For more information about these components, refer to the Narrowcast

Server System Administrator Guide.

Overview

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

Select Configuration Options

Specify how you want to configure your machines for clustering. Although
Narrowcast Server requires at least one machine to send services, you can
configure a system with no machines to provide a backup or development
system. Select the required option from this page.

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

Option Selected Next Page

Do not configure or modify any machines at this time Summary page (see Summary,
page 41)

Remove all machines from the Narrowcast Server Summary page (see Summary,
system page 41)

Select and configure multiple machines for a clustered Specify Logging Server page
Narrowcast Server system (see Specify Logging Server,
page 40)

Select and configure a single machine for Narrowcast Summary page (see Summary,
Server page 41)

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

Specify Logging Server

Enter the IP address or machine name to be used as the Logging Server. Click
Browse to locate and select a machine name. Only one Logging Server can
be used per cluster.

The System Configuration Wizard validates that the machine you identify as
the Logging Server is not used as a distribution manager, execution engine,
or Logging Server by another system. If it is, you are warned that you must
resolve this in one of the following ways:

• To destroy the existing system:

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

the existing system prefix, and clicking Next.

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

c In Narrowcast Administrator, select your system name from the

System menu and select Destroy System.

d Start the System Configuration Wizard again and create your new
system.

• To modify the existing system:

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

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

Managers, or Specify Execution Engines page and remove any
distribution manager, execution engine, or Logging Server from the
local machine.

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

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

Review Advanced Settings

The Review Advanced Settings page indicates how Logging Server and
Logging Client components communicate with each other. This page also
displays a summary of the Logging Client and Logging Server connection
information, including machine names and port numbers. The Logging
Servers and Logging Clients work together to log messages to a central

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

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

see the Narrowcast Server System Administrator Guide.

Ports
• The Logging Client receiver port determines the port on which the
Logging Client receives messages from the Narrowcast Server
components.

• The Logging Server relay port determines the port on which the Logging
Server receives messages from the Logging Client.

• The Logging Server consumer port determines the port that log message
consumers use to gather messages from the Logging Server.

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

connection information.

Summary

You can test whether the default settings work in your environment with the
Test Logging Server feature on the Summary page.

Specify Distribution Managers

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

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

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

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

a machine.

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

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

Use the up and down arrows to rank the distribution managers. Rank
numbers are used by the distribution managers during startup to help
determine which machine is the primary distribution manager. Normally,
the first distribution manager started becomes the primary distribution
manager. A specific primary or backup machine is not guaranteed.

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

The System Configuration Wizard validates that none of the machines you
identified as distribution managers are used as part of another system. If any
are, you can resolve this in one of the following ways:

• To destroy the existing system:

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

the existing system prefix, and clicking Next.

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

c In Narrowcast Administrator, select your system name from the

System menu and select Destroy System.

d Start the System Configuration Wizard again and create your new
system.

• To modify the existing system:

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

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

Managers, or Specify Execution Engines page and remove any
distribution manager, execution engine, or Logging Server from the
local machine.

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

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

Specify Execution Engines

This page is where you specify one or more machines to be used as execution
engines. This page displays a list of execution engines (EE) and their ranking.
• Enter the machine name or IP address of an EE, or click Browse to locate
a machine.

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

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

Use the up and down arrows to rank the execution engines. The primary
distribution manager uses the rank numbers to decide which execution
engine to use as a failover machine for another execution engine machine. In

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general, the execution engine next in rank that is operational is used as the
failover machine. The last execution engine generally fails over to an
execution engine at the start of the ranking.

The System Configuration Wizard validates that none of the machines you
identify as execution engines are used as part of another system. If any are,
you can resolve this in one of the following ways:

• To destroy the existing system:

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

the existing system prefix, and clicking Next.

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

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

System menu and select Destroy System.

d Start the System Configuration Wizard again and create your new
system.

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

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

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

Managers, or Specify Execution Engines page and remove any
distribution manager, execution engine, or Logging Server from the
local machine.
c Return to the Choose System page and select the system you were
originally configuring.

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

Specify Subscription Portal

This page displays the machine names where the SequeLink services are
running.

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

default Subscription Portal site.
• Enter or browse for the server machine names.

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 3 Configuring Narrowcast Server Narrowcast Server Installation and Configuration Guide

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

verifies that you provided valid machine names or IP addresses by checking
for the existence of the SequeLink Server services on the specified machines.

• If the machine names are valid, the wizard creates the default
Subscription Portal site and configures the following data base aliases on
the specified SequeLink machine:

Portal Repository: PR_SystemName

Object Repository: OR_SystemName

Subscription Book Repository: SBR_SystemName

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

also adds a Subscription Portal link to the Start menu under Programs,
then MicroStrategy Tools. This link can be used to access the new site
when you complete the System Configuration Wizard.

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

Subscription Portal page. To continue, either resolve the problem or clear
the check box, and then click Next.

Summary

The Summary page provides you with a list of all the machines you selected
when you defined your cluster configuration. You can use this page to record
this important information for future reference. Click Test Logging Server
to test the ability of the logging system to send log messages between
components. Click Next to complete the clustering configuration task and
proceed with the next piece of the wizard.

Configure sources
The Configure Sources area of the System Configuration Wizard guides you
through the task of identifying the projects your Narrowcast Server system
will use and configuring Information Sources (IS) to connect to those
projects.

Specify projects

Narrowcast Server can deliver reports and enable subscriptions via

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

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

structure with two root-level nodes: Projects used by this system, and servers
available on the network.

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

the list of projects that are already part of your system configuration. To
remove a project from the system, select the project, and choose Do not
use this project.

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

select the server with the project you want to add to your system
configuration. Select the Intelligence Server, and choose Enable report
delivery from Narrowcast Server.

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

password. You cannot use trusted security or LDAP
authentication for this login.

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

network.

• Click Add Server to manually locate an Intelligence Server.

 The list of servers that appear as being available on the network are
identified with the help of MicroStrategy Listener. This Windows
service runs on each Intelligence Server machine. When the System
Configuration Wizard searches the network for servers, Listener
replies with the state of the Intelligence Server that is located on the
same machine as Listener is.

When a project is enabled for report delivery from Narrowcast Server, the
application designer can include grid and graph reports from that project in
the content of services created in Narrowcast Administrator. The application
designer can create dynamic subscription sets using subscription
information available in the project.

When a project is enabled for report delivery from Narrowcast Server, the
application designer can include grid and graph reports in service content
and create dynamic subscriptions. In addition to this, MicroStrategy Web
users can create delivery (email) subscriptions to reports and documents
from the MicroStrategy Web interface. This feature must also be configured
in MicroStrategy Web using Web Administrator before it is available to Web
users.

For more information on working with grid and graph reports, refer to the
Narrowcast Server Application Designer Guide.

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Information Transmitters
The Information Transmitters area of the System Configuration Wizard
guides you through the task of setting up information transmitters for your
system. An information transmitter receives completed, formatted message
content from an execution engine, and performs the task of packaging the
message content files into a standard encoding format (such as multi-part
MIME, UUencoding, and so on) and delivering the packaged message to the
recipient’s address.

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

By default, the System Configuration Wizard creates the following
information transmitters automatically when it creates an Object Repository:

• Email (SMTP): Delivers email messages with rich HTML content to email
clients. It uses SMTP for transmission.
• Wireless (SMTP): Delivers text messages to mobile devices such as cell
phones and pagers. It uses SMTP for transmission.

• SMS (SMPP): Delivers text messages to cell phones. It uses SMPP for
transmission, which requires an account with an SMSC.

• File: Saves files to networked computers and remote servers. It uses the
Windows file system to deliver files to multiple network locations.
• Print: Prints multiple files to personalized network locations. It enables
administrators and users to define, select, and schedule batch printing
requests from Narrowcast Administrator, the Subscription Portal, and
MicroStrategy Web.
• Web (Portal): Delivers documents and Excel workbooks to the
Subscription Portal for later viewing by subscribers. It uses ODBC to
transmit these files to the Subscription Book Repository.

 The Web (Portal) information transmitter is not visible from the

System Configuration Wizard. This is because, in typical
configurations, you do not need to configure the Web (Portal)
information transmitter.

For more information about the usage of Information Transmitters while

configuring a system, see Information transmission modules (ITMs) and
information transmitters (ITs) in the Narrowcast Server System
Administrator Guide.

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Narrowcast Server Installation and Configuration Guide Configuring Narrowcast Server 3

Configuration

This page lists the available information transmitters, some of which require
additional configuration before they can be used. Check the Definition Status
column to ensure that an information transmitter is working.

To configure an information transmitter, select the information transmitter,

then click Define.

 You do not need to configure every information transmitter that is in

the system; you can remove any by deleting them and the devices that
use them from the Narrowcast Administrator object browser after you
complete the configuration of your system.

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

Information Transmission Module Dialog Set in the Narrowcast System
Administrators Guide.

Summary
The summary page indicates that you have successfully configured your
Narrowcast Server system.

Once your system is configured, you are ready to begin using Narrowcast
Server. There are several ways to begin exploring Narrowcast Server:
• If you installed the Tutorial - Delivery sample project, you can access its
Home page and be guided through the product. You can edit and deliver
sample Tutorial services within Narrowcast Administrator. For steps, see
the Narrowcast Server Getting Started Guide.
• You can create a service using the Service Wizard. Use the Service Wizard
to create functional services of your own and deliver your own email
messages. For more information on the Service Wizard, see the
Narrowcast Server Application Designer Guide.

• If you have installed the Subscription Portal, you can use the Subscription
Portal default site to view published content or change user subscriptions
and preferences. You can explore how this site works and execute other
services within Narrowcast Administrator to publish content to this site.

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48 System configuration process © 2015 MicroStrategy, Inc.

 4
4. CONFIGURING THE
SUBSCRIPTION PORTAL

Introduction

This chapter provides installation and configuration guidelines for setting up

a Subscription Portal on a separate web server machine or cluster. It only
applies to Narrowcast Server Enterprise Edition.

Subscription Portal configuration prerequisites

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

• You must have Narrowcast Server Enterprise Edition.

• You must fulfill the Chapter 1, Installation Prerequisites.

• You must install the Subscription Portal and SequeLink components of

Narrowcast Server. All Narrowcast Server components are installed by
default when you install Narrowcast Server, but you can select to install
only these components on the machines you intend to use for the
Subscription Portal to conserve space. These components do not need to

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 4 Configuring the Subscription Portal Narrowcast Server Installation and Configuration Guide

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

Procedures.

• You must configure a Narrowcast Server system. Other Narrowcast

Server components such as distribution managers and execution engines
do not need to be on the same machine. For details, see Chapter 3,
Configuring Narrowcast Server.

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

machine on your network. From the Start menu, select Settings, then
Control Panel. Open Services and locate the SequeLink service. Ensure
that it is started.

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

Subscription Portal machine. From the Start menu, select Settings, and
then Control Panel. Open Services and locate the World Wide Web
Publishing service. Ensure that it is started.

Subscription Portal configuration procedures

To configure a Subscription Portal site on a web server machine that was not
used to configure a system with Narrowcast Administrator, you perform the
procedures below. The following is a high-level checklist of the procedures
you must perform:

1 Establish connections, page 51: Define the connection from your

Subscription Portal pages to SequeLink, and ultimately to the Portal
Repository.

2 Create a portal, page 51: Create a virtual directory on your web server to
serve Subscription Portal pages to subscribers.

3 (Optional) Repeat for each web server, page 52: Configure multiple web
servers to provide the same content to subscribers. You can use this
procedure to add additional web server machines to your Narrowcast
Server system cluster, or to verify the configuration of existing
Subscription Portal web servers.

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Narrowcast Server Installation and Configuration Guide Configuring the Subscription Portal 4

Establish connections
This procedure establishes the connection between the Subscription Portal
pages on your web server and the Portal Repository.

To establish a connection

1 Launch the Portal Administrator Wizard from the machine you wish to
configure. To do this, from the Start menu, select Programs, then
MicroStrategy Tools, then Portal Administrator.

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

3 Click Next.

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

Portal Repository. If you selected the check box to configure the
Subscription Portal during the configuration of your Narrowcast Server
system, a valid database connection for the Portal Repository might
already be available for use. Select it, or if necessary, create a new one.

 IfSubscription
you want to publish the same site contents on several different
Portal machines in a cluster, ensure that you choose
the same Portal Repository location on each Subscription Portal
machine.

5 Click Next.

6 The Summary page reviews the steps you completed for your Portal. The
Portal Administrator Wizard can now use this database to store
configuration information for your Subscription Portal site.

Create a portal
This procedure links a virtual directory on your web server to a specific site
that is defined in your Portal Repository.

1 Click Site Management at the top of the page.

2 Click Next.

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 4 Configuring the Subscription Portal Narrowcast Server Installation and Configuration Guide

3 By default, the virtual directory that was created when you installed
Subscription Portal is selected. To create a new virtual directory or
choose a different directory, click Click here.

 IfSubscription
you want to publish the same site contents on several different
Portal machines in a cluster, ensure that you use the
same virtual directory name on each Subscription Portal machine.

4 Click Next.

5 If you created the default Subscription Portal site when you configured
your Narrowcast Server system, it will be selected by default.

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

• To edit an existing site, click Edit.

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

 IfSubscription
you want to publish the same site contents on several different
Portal machines in a cluster, ensure that you choose
the same site on each Subscription Portal machine.

Repeat for each web server

You can repeat the two procedures above on each Subscription Portal web
server in a cluster, to configure multiple web servers that will provide the
same content to subscribers.

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 5
5. ODBCS, DSNS, AND
DATABASE CONNECTIVITY

Introduction

A data warehouse stores the data that users need to analyze, to track and
respond to business trends and facilitate forecasting and planning efforts.
ODBC (open database connectivity) is the standard method of
communicating with database servers. Narrowcast Server uses ODBC to
connect to and communicate with all database servers in the system.

An ODBC data source name (DSN) is the name for a pointer used by a client
application to find and connect to a data source. Multiple DSNs can point to
the same data source; one DSN can be used by different applications. This
chapter shows you how to create DSNs, and explains how database
connectivity works via ODBC.

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ODBCs and DSNs

An ODBC connection contains these pieces:
• A data source name (DSN) stores all of the necessary information for
locating and logging into a database. A DSN generally includes such
information as host computer name or IP address, instance name, and
database name. The exact information included in a DSN varies
depending on the type of database server.

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

the client application (Narrowcast Server) and the database server API.
Database servers communicate through different APIs; for example,
Oracle database servers use a different API (Oracle SQL*Net).

• The ODBC driver manager coordinates communication between a client

application and a database server. The client application tells the driver
manager that it needs to connect using a particular connection string. The
DSN found in this connection string provides the driver manager with the
type of database server to which the application needs access. From this
information, the driver manager decides what driver to use and initiates
the communication.

Creating new data source names

If a data source name (DSN) does not already exist for your empty Object
Repository or Subscription Book Repository, you can add or create a new
one.

To add a DSN

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

Tools, and select Narrowcast Administrator.

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

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

• When Narrowcast Server is opened for the first time, the System
Configuration Wizard opens automatically.

3 Click Next. The Overview page opens.

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

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

5 Click DSN Administrator. The ODBC Data Source Administrator dialog

box opens.

6 Select the System DSN tab and click Add.

7 Select the already installed ODBC driver or select the appropriate version
of the MicroStrategy ODBC driver.

 Only certain databases can contain Object or Subscription Book

Repositories. Only DSNs created to connect to these databases can
be used to connect to the Object or Subscription Book Repository.

8 Click Finish.

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

enter specific server-related information in the ODBC Driver Setup dialog
box. See Creating DSNs for each ODBC driver, page 55 for ODBC driver
vendor requirements.

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

you are returned to the System Configuration Wizard.

10 Select the DSN from the Data Source Name drop-down list and click
Next. If the DSN is not listed, ensure that the MicroStrategy ODBC driver
used to create the DSN is one of the certified metadata repository
vendors.

11 Enter your Login ID and Password.

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

Creating DSNs for each ODBC driver

This section includes information for creating a DSN for each of the
following ODBC drivers:

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

creating a DSN.

• Microsoft SQL Server

 The client software is not included in the MicroStrategy product suite

installation. It must be obtained through the database vendor or
another third party.

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

To create a DSN for Oracle

1 Click Start, select Settings, and select Control Panel. Then double-click
either Data Sources (ODBC) or ODBC Data Sources.

2 Click the System DSN tab.

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

4 Select MicroStrategy ODBC Driver for Oracle and click Finish. The
ODBC Oracle Driver Setup dialog box opens.

5 Type the following details:

• Data Source Name (General tab): Type a string that identifies this
Oracle data source configuration in the system information. Examples
include “Accounting” or “Oracle-Serv1”.

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

designating the server and database to be accessed. The required
information varies depending on the client driver you are using. The
server name (Local Net Service Name) is created when you configure
the Net8 Client Software.

• Default User Name (Advanced tab): Type the default user name
used to connect to your Oracle database. A default user name is
required only if security is enabled on your database. Your ODBC
application may override this value, or you may override this value in
the Logon dialog box or connection string.

• All other settings are default or optional. If you have any questions
about settings for DSN creation, click Help.

6 Click Test Connect to ensure that the DSN connects properly to the
database. If the DSN does not connect properly, verify that the required
fields are properly completed.

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

DSN setup.

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

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

To create a DSN for Microsoft SQL Server

1 Click Start, select Settings, and select Control Panel. Then double-click
either Data Sources (ODBC) or ODBC Data Sources.

2 Click the System DSN tab.

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

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

5 Enter the following details on the first page:

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

when it requests a connection to the data source. An example is
Personnel. The data source name is displayed in the ODBC Data
Source Administrator dialog box.

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

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

needed.

– If you enter the name of a server that does not exist as an entry in
the SQL Server Client Network Utility, you can create a server alias
for the new name on the next page of the wizard. You can enter
(local) in the Server field when you use the same computer as SQL
Server. The user can then connect to the local copy of SQL Server,
even when running a non-networked version of SQL Server.

6 Click Next. Select one of the following authentication options:

• With Windows authentication using the network login ID: This
option specifies that the SQL Server ODBC driver request a secure (or
trusted) connection to a SQL Server running on Windows NT or
Windows 2000. When selected, SQL Server uses integrated login
security to establish connections using this data source, regardless of
the current login security mode at the server. Any login ID or
password supplied is ignored. The SQL Server system administrator
must have associated your Windows login with a SQL Server login ID.

• With SQL Server authentication using a login ID and password

entered by the user: This option specifies that the SQL Server ODBC
driver not request a secure (or trusted) connection to SQL Server.
When selected, SQL Server uses standard login security to establish

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

connections using this data source. You must specify a SQL Server
login ID and password for all connection requests.

For more information about server names for different types of networks,
see the SQL Server installation documentation in SQL Server Books
Online.

7 Select or clear the Connect to SQL Server to obtain default settings

for the additional configuration options check box. When selected, the
SQL Server driver obtains initial settings from the SQL Server for the
options on the following pages of the wizard. The SQL Server driver
connects to the SQL Server named in the Server field on the first page.
When cleared, the driver uses standard defaults as the initial settings for
the options on the following wizard pages.

8 Complete the following:

• Login ID: This field specifies the login ID that the SQL Server driver
uses when connecting to SQL Server if With SQL Server
authentication using a login ID and password entered by the
user is selected. This applies only to the connection made to
determine the server default settings; it does not apply to subsequent
connections made using the data source after it has been created.

• Password: This field specifies the password the SQL Server uses
when connecting to SQL Server if With SQL Server authentication
using a login ID and password entered by the user is selected.
This applies only to the connection made to determine the server
default settings; it does not apply to subsequent connections made
using the new data source.
Both the Login ID and Password fields are disabled if With Windows
authentication using the network login ID is selected, or if Connect to
SQL Server to obtain default settings for the additional
configuration options is not selected.

9 Click Next. Complete the following:

• Change the default database to: This field specifies the name of the
default database for any connection made using this data source.
When cleared, connections use the default database defined for the
login ID on the server. When completed, the database entered in the
field overrides the default database defined for the login ID. If the
Attach database file name field has the name of a primary file, the
database described by the primary file is attached as a database using

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

the database name specified in the Change the default database to

field.

• Using the default database for the login ID is more efficient than
specifying a default database in the ODBC data source.

10 All other settings are default or optional. For details on any settings in the
DSN creation, click Help.

11 Click Next.

12 Click Finish.

13 To test the DSN connection, click Test Data Source. If the connection is
successful, click OK. If the connection is not successful, return to DSN
configuration and ensure that all entries are correct.

14 Click OK on the ODBC Microsoft SQL Server Setup window to return to

the ODBC Data Source Administrator.

15 Click OK on the ODBC Data Source Administrator to exit.

Database connectivity via ODBC

When a data source name is defined, a default database or database context
is specified. To connect to a different database in Narrowcast Server and
override this default, you can specify a different database name in the Specify
Connection Information page of the System Configuration Wizard. This
causes Narrowcast Server to connect to the database chosen during
configuration instead of the default specified in the data source name.

To understand how this works, consider the following. When a SQL

statement is executed via an ODBC connection, the information required to
identify the tables in the statement can come from two sources: (1) the
default values specified in the data source name, or (2) the statement itself.

When specifying a database table, information similar to the following is

used by most RDBMS systems to uniquely identify a table:

• Server

• Instance (Some databases, such as SQL Server, support multiple

instances of the same RDBMS running simultaneously on a single
machine.)

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

• Database

• Tablespace (For example, Oracle and DB2 support this feature.)

• Owner

• Table

The data source typically specifies the server, the instance, and the database.
Since this information is contained in the data source, SQL queries often
specify only table names by using expressions such as the following:

SELECT * FROM table

where table is the name of a table in a database.

However, if an ODBC connection is made with a given database context (the

default database specified in the data source name), and a query is run with
the structure shown above, the query fails if the table specified is in a
different database. This occurs because the full identification of the table has
not been provided. The RDBMS looks for a table with the name table in the
wrong database location. When the RDBMS fails to find such a table, it
returns an error.

In addition, if the owner of the table has not made the table visible to other
users, the query fails. The RDBMS engine searches for a table named table
and owned by the connected user, rather than owned by the table creator.
For example, an Oracle database administrator might create table synonyms
so that database users with different logins (other than the one that owns the
table) can “see” that table.

The information required to uniquely identify a table and the syntax required
to provide this information in a SQL statement varies somewhat from one
RDBMS to another. For example, in SQL Server, the following syntax is used:

Server.database.owner.table

If the Server, database, or owner values are left out, the defaults for the
ODBC connection are used. An example of such an exclusion would be:

database.table

With this construction, the RDBMS uses the connected login as the owner
when searching for tables in the default database.

60 Database connectivity via ODBC © 2015 MicroStrategy, Inc.

INDEX

A JDBC 11
ODBC 10
advanced clustering settings 40

B D
data source name (DSN) 11
backup distribution manager 38
choosing 37
creating 54, 55
C description 54
certification update 9 database
cluster configuration 30 data source name. See also data source
clustering 38 name (DSN). 11
component, custom 24 DB2 requirements 12
computer registration 2 installation requirements 9
configuration Oracle requirements 13
options 39 permissions 10
prerequisites 30 SQL Server requirements 12
System Configuration Wizard 31 table 59
configuration procedure DB2 requirements 12
creating a portal 51 Delivery Engine requirements 5
establishing a connection 51 distributed system
introduction 50 single Delivery Engine component 6
repeating for each Web server 52 single Subscription Portal
component 7
configuring a source using the System Con-
figuration Wizard 44 distribution manager 38, 41
connectivity backup 38

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Index Narrowcast Server Installation and Configuration Guide

primary 38 database requirements 9

DSN. See data source name network requirements 1
standard installation 16
system hardware requirements 4
E
system software requirements 8
EE. See execution engine (EE).
uninstalling a product 24
email (SMTP) information transmitter 46
verification 23
execution engine (EE) 39, 42
IS. See information source (IS) configura-
tion.
F
file information transmitter 46 J
JDBC 11
H
hardware requirements 4 L
Delivery Engine 5 Logging Server. See MicroStrategy Logging
installation 4 Server.
minimum 5
other software products 7
M
Subscription Portal 6
memory requirements for another soft-
ware product 8
I Microsoft SQL Server 57
information source (IS) configuration 31, MicroStrategy Logging Server 38, 40
44 MicroStrategy Narrowcast Server
information transmitter 31 custom components 24
configuring 31 installation 15
email (SMTP) 46 prerequisites for installation 1
file 46 uninstalling 24
mobile (SMTP) 46 MicroStrategy Tutorial - Delivery sample
print 46 project, configuration process
setting up 46 for 31
SMS (SMPP) 46 mobile (SMTP) information
transmitter 46
System Configuration Wizard 46
web (portal) 46
installing MicroStrategy Narrowcast Serv- N
er network requirements
accessing the Setup Wizard 16 email (SMTP) 3
custom component 24 SMS (SMPP) 4

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Narrowcast Server Installation and Configuration Guide Index

web (HTTP) 3 Oracle 13

Windows domain and account 2 other software products 7
SMS (SMPP) 4
software 8
O
SQL Server 12
Object Repository 9
Subscription Portal 6
creating 30
web (HTTP) 3
location 36
Windows domain and account 2
ODBC 10, 53
reverse DNS lookup 3
database connectivity via 59
driver 54
driver manager 54 S
Open Database Connectivity. See ODBC. SBR. See Subscription Book Repository
Oracle requirements 13 (SBR).
Oracle8 Client Software (Net8) 55 SequeLink 11, 39
machine name 43
SequeLink Server 11
P Setup Wizard
primary distribution manager 38 accessing 16
print information transmitter 46 Choose Destination Location page 18
processor for another software product 8 Customer Information page 18
project configuration. See information InstallShield Wizard Complete
source (IS) configuration. page 23
introduction 16
R License Agreement page 17
RDBMS. See relational database manage- MicroStrategy Narrowcast Server set-
ment system (RDBMS). ting page 21
relational database management system MicroStrategy Subscription Portal set-
(RDBMS) 59 ting page 21
report delivery method. See information Select Components page 19
transmitter. Select Program Folder page 21
requirements Setup Type page 18
database 9 Start Copying Files page 22
DB2 12 Welcome page 17
Delivery Engine 5 short message service. See SMS.
email (SMTP) 3 single Delivery Engine component in a dis-
hardware 4 tributed system 6
minimum 5 single Subscription Portal component in a
distributed system 7
network 1

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Index Narrowcast Server Installation and Configuration Guide

single-machine configuration U
Delivery Engine 6
uninstalling MicroStrategy Narrowcast
Subscription Portal 6 Server 24
smart host 3
SMS 4
SMS (SMPP) information transmitter 46 W
SMS (SMPP) requirements 4 web (HTTP) requirements 3
software requirements 8 web (portal) information transmitter 46
SQL Server Windows account 2
creating the DSN 57 Windows domain and account
requirements 12 requirements 2
storage for another software product 8
Subscription Book in the System Configu-
ration Wizard 35
Subscription Book Repository (SBR) 9
creating 30, 35
location 36
Subscription Portal
configuration 29, 49
requirements 6
site 39, 43
support. See technical support.
system configuration in the System Config-
uration Wizard 33
System Configuration Wizard
adding a DSN 54
clustering 38
configuring sources 44
description 31
information transmitters 46
introduction 32
Subscription Book 35
system configuration 33
system creation and identification 29
system hardware requirements 4

T
technical support xxiii

64 © 2015 MicroStrategy, Inc.