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Real Player and RealJukebox are included under license from Real Networks, Inc. Copyright 1999-2009. All rights
reserved.
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Contents
Getting Started with MicroStrategy Narrowcast Server xi
What is MicroStrategy Narrowcast Server? xi
Benefits xi
Features xii
Whats new in this version xiii
Users and tasks xiv
Getting started xiv
System administration xv
Application design xv
Application administration xv
Subscription administration xv
System development xvi
Using the documentation xvi
Information structure xvi
Presentation guidelines xvii
User assistance xvii
Online help xvii
Online documentation xviii
Technical support xviii
Feedback xxii
Section I
Concepts 1
Chapter 1 Narrowcast Server Services 3
Service overview 3
Create a sample service 4
Run your first service 8
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Contents
System information 66
Subscription information 66
Content formatting 66
Documents 67
Document formatters 67
Message transmission 68
Information transmitters 68
Next steps 69
System setup tasks 70
Application development tasks 72
System administration tasks 74
Section II
Interfaces 77
Chapter 6 Narrowcast Administrator 79
Narrowcast Administrator layout 80
The menu bar 81
The toolbars 85
Narrowcast Server: Home page 88
Object browser display area 88
Selecting, opening, and saving objects 91
Contents
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Section III
Section IV
Appendixes 127
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Contents
Section V
Glossary 137
MicroStrategy Narrowcast Server Glossary of Terms 139
Section VI
Index 179
Contents
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Contents
INTRODUCTION
Benefits
Intelligent alerting: Intelligent alerting combines the analytical
capabilities of MicroStrategy with the delivery capabilities of
Narrowcast Server to ensure the timely delivery of critical insight.
Alerts can be triggered by complex analytics against relational data
sources or any external system thus allowing business rules to be
checked and the appropriate users notified through the device of their
choice.
Open architecture: Narrowcast Servers modular architecture enables
easy integration with existing corporate information sources as well as
current and emerging communication devices. Aggregated information
from any source can be personalized and formatted into a single
message to be transmitted seamlessly to each users preferred device.
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Features
Subscription Portal: A Web-based subscription portal enables users to
easily define and manage the content and context of the desired insight.
The intuitive interface guides users through the process of specifying
the personalization, frequency, and delivery mechanism for each
information service. Web-based self subscription enables deployment to
large global communities with minimal administration and enhanced
ease of use.
Profile management: Once user preferences are gathered via the
Subscription Portal, they are stored in a subscription database and
integrated with existing user profiles and security parameters. The
subscription database synchronizes with existing security and profile
management systems such as Lightweight Directory Access Protocol
(LDAP) or Windows NT. Profile management enables Narrowcast
Server administrators to maintain a comprehensive view of each end
user.
Content management: Narrowcast Server leverages content from the
scalable MicroStrategy Intelligence Server as well as from any backend system. In addition, open and extensible information source
modules leverage sources such as the MicroStrategy Intelligence
Server, databases, websites, file servers, Extensible Markup Language
(XML) data sources, enterprise resource planning (ERP), and online
transaction processing (OLTP) systems. The modular architecture of
Narrowcast Server enables the quick creation of customized
information source modules.
Profile-based personalization: Comprehensive personalization
capabilities ensure the delivery of appropriate content from any source.
Narrowcast Server enables deep, data-driven personalization that is
determined by user preferences, security profiles, and advanced
analytics. User preferences determine content and threshold conditions;
security profiles ensure appropriate access to content sources; and
analytics derive the appropriate insight from terabytes of data.
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Getting started
Install MicroStrategy Narrowcast Server. Configure an introductory
system with the tutorial. Explore the features and capabilities of the
product. Learn how to create services, subscribers and subscriptions. This
guide should be used as the primary resource for this task group.
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System administration
Plan the system architecture. Prepare server machines for product
installation. Install and configure MicroStrategy Narrowcast Server.
Manage access to the system and account privileges for other users, and
assist those users in configuring their machines and connecting to the
system. Migrate objects between systems. Monitor, analyze, and tune the
system to ensure smooth and balanced operation. Perform troubleshooting
and error recovery. For more information on these tasks, see the
MicroStrategy Narrowcast Server Installation and Configuration Guide
and the MicroStrategy Narrowcast Server System Administrator Guide.
Application design
Develop and test services. Configure and manage the Subscription Portal
sites that allow end users to subscribe to these services via the Web.
Publish folders, services, and device types on each site. Control service
and Subscription Portal default settings. Migrate objects between systems
to split, merge, archive, and restore them. For more information on these
tasks, see the MicroStrategy Narrowcast Server Application Designer
Guide.
Application administration
Edit objects to make corrections or enhance behavior. Perform
configuration management and object migration from development to test
to production. For more information on these tasks, see the MicroStrategy
Narrowcast Server Application Designer Guide.
Subscription administration
Manage the Subscription Book, including end users, their addresses, and
their subscriptions and preferences. Make corrections to end user
information such as personalization, addresses, subscriptions, and security.
For more information on these tasks, see the MicroStrategy Narrowcast
Server Application Designer Guide.
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System development
Use the Software Developer's Kit (SDK) to
develop a custom application based on MicroStrategy Narrowcast
Server technology
integrate the Subscription Portal interface with an existing Web
application or product
embed MicroStrategy Narrowcast Server into another product
develop and market plug-in components for information gathering and
transmission
For more information on these tasks, see the online MicroStrategy
Narrowcast Server SDK Guide.
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Presentation guidelines
MicroStrategy Narrowcast Server manuals and online help follow
presentation conventions and cues to help you locate, identify, and
understand important concepts and procedures. The following table lists
these conventions.
Type
Indicates
bold
italic
Courier font
calculations
code samples
UPPERCASE
a keyboard command that calls for the use of more than one key
(for example, SHIFT+F1)
User assistance
This section describes the types of assistance available to answer questions
regarding MicroStrategy products.
Online help
MicroStrategy Narrowcast Server provides several modes of access to
online help.
From the Help menu, by selecting
Contents and Index to see a list of available manuals and online help
User assistance
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Online documentation
Online documentation includes all Narrowcast Server manuals. To access
an online document, perform the following steps:
1.
2.
Select a manual.
Note: If bookmarks are not visible on the left side of the page, select
Bookmarks and Page from the View menu, then select the topic and
section you want to see. You can scroll from the title page of the manual to
its table of contents, and then select the topic you want to see.
Technical support
If you have questions about a specific MicroStrategy product, you should:
1. Consult the product guides, the Help, and the readmes and release
notes.
2.
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The table on the following page shows where, when, and how to contact
MicroStrategy Technical Support. If you are unable to reach
MicroStrategy Technical Support by phone during the hours of operation,
you can leave a voicemail message or send an e-mail.
North America
E-mail: support@microstrategy.com
Web: https://support.microstrategy.com
Fax: (703) 8488709
Phone: (703) 8488700
Message: (703) 848-8709
Hours:
9:00 A.M.7:00 P.M. Eastern Time (14000000 GMT), MondayFriday except holidays
Europe, the
Middle East, and
Africa (EMEA)
E-mail: eurosupp@microstrategy.com
Web: https://support.microstrategy.com
Fax: +44 (0) 208 711 2525
The European Technical Support Centre is closed on national public holidays in each country.
Phone:
Hours:
United Kingdom: 9:00 A.M.6:00 P.M. GMT, MondayFriday except holidays
Mainland Europe: 9:00 A.M.6:00 P.M. CET, MondayFriday except holidays
User assistance
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Asia Pacific
E-mail: apsupport@microstrategy.com
Web: https://support.microstrategy.com
Phone:
Korea: +82 2 560 6565 Fax: +82 2 560 6555
Japan: +81 3 3511 6720 Fax: +81 3 3511 6740
Asia Pacific (except Korea and Japan): +65 6303 8969 Fax: +65 6303 8999
Hours:
Japan and Korea: 9:00 A.M. - 6:00 P.M. JST (Tokyo), Monday-Friday except holidays
Latin America
Asia Pacific (except Japan and Korea): 8:00 A.M.6:00 P.M. (Singapore), Monday-Fraday except
holidays
E-mail: latamsupport@microstrategy.com
Web: https://support.microstrategy.com
Phone:
LATAM (except Brazil and Argentine): + 54 11 5222 9360 Fax: +54 11 5222 9355
Argentina: 0 800 444 MSTR Fax: +54 11 5222 9355
Brazil: +55 11 3054 1010 Fax: +55 11 3044 4088
Hours:
9:00 A.M.7:00 P.M. (Sao Paulo), MondayFriday except holidays
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e-mail address
MicroStrategy software product(s) being used, including version
number(s)
error message(s)
brief description of the case
priority of the case
steps taken to troubleshoot the case thus far
If the Support Liaison is unable t oreach Micro Strategy Techncial Support,
the Support Liaison can leave a voice mail message or contatc Technical
Support via e-mail. The Support Liaison should include the following
information in his/her mesage:
name
company
brief description of the case
preferred contact method and contact information
If this is your first call, you should also be prepared to provide the
following:
street address
phone number
fax number
e-mail address
To help your Technical Support representative work with you to resolve
the problem promptly and effectively, be prepared to provide the following
additional information:
Issue number: please keep a record of the number assigned to each
problem logged with MicroStrategy Technical Support, and be ready to
provide it when inquiring about an existing issue
Software version and product registration numbers of the
MicroStrategy software products you are using
Problem description:
User assistance
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What steps have you taken to isolate or resolve the issue? What were
the results?
Feedback
Send suggestions for product enhancements to:
support@microstrategy.com
When providing 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.
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SECTION I
Concepts
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Section I Concepts
C H A PT E R
Narrowcast Server
Services
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Service overview
A service provides all the information needed for Narrowcast Server to
correctly generate and deliver messages to subscribers. This information
includes the delivery conditions, content, personalization rules, and
subscriptions for sending messages for a particular purpose. For example,
one service might be used to deliver a daily e-mail message containing an
inventory level, while another service delivers alerts to wireless devices
when inventory for a specific item changes significantly. The definition of
each service determines
when it is sent: Daily (time-based) or after a significant inventory level
change (event-based)
to whom it is sent: All subscribers or only those interested in a particular
item
what is sent: Content, such as daily inventory summary or item alert
messages, as described in the example above
how it is formatted: HTML or short plain text
how it is delivered: E-mail (SMTP) or SMS
A service is composed of the following features:
publications, which determine the content of the service
subscription sets, which determine which end users receive the service
schedules, which determine the frequency with which a service is
executed
Services also contain all of the information needed to create and modify
subscriptions. This includes
supported locales, so that a user who reads English does not try to
subscribe to a service that delivers only German content
supported devices, so that a user does not create a subscription to his cell
phone for a service that sends Microsoft Excel workbooks
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1.
Create a service.
2.
3.
Create a subscription.
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Note: To create your first service, you can follow the steps provided in
this section or you can follow the steps provided on the screen within
Narrowcast Administrator.
Note: On any page of the Service Wizard, you can click any of the Help
4.
5. Define the e-mail (SMTP) content. This page allows you to specify
the content of your service for e-mail subscriptions. What you do here
determines what subscribers receive when your service runs. This step
requires a few substeps to complete:
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Using your mouse, highlight Insert your subject here... and replace
it with Congratulations, you have successfully created a
personalized service! This text appears in the subject line of the
e-mail messages generated by this service.
6.
Create a subscription.
You should now be inside the Static Subscription Set Editor.
Locate the address with the address name Welcome E-mail
Address, which was created for the MicroStrategy Tutorial Delivery. Select it and choose Subscribe Addresses from the Edit
menu. You should now see a subscription for the selected address in
the window pane on the right.
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7.
Choose a schedule.
You should now be back in the Service Wizard on the Subscriptions
and Schedules page. Click Click here to use an existing schedule...
Choose the Sunday Morning schedule, so that this service executes
once a week on Sunday mornings.
8.
9.
Narrowcast Server service creation and delivery steps. To create your own
more detailed or complex sets of services, see the MicroStrategy
Narrowcast Server Application Designer Guide. To further explore more
detailed services, see chapter 4 in this guide and step through the sample
services available in the Narrowcast Server Tutorial - Delivery project.
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C H A PT E R
Narrowcast Server
System
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System overview
A MicroStrategy Narrowcast Server system is composed of several
different components that work together to provide the functionality and
performance of Narrowcast Server. Each component serves a distinct
purpose, but interacts with the others to ensure high availability, easy
maintenance, and efficient processing. Narrowcast Server offers a flexible,
easy to administer, and scalable platform for proactive information flow.
Platform benefits, key features, and international support are described in
terms of flexibility, administration, and scalability.
Flexibility
The MicroStrategy Narrowcast Server architecture is modular, enabling
integration with custom data sources, formatting methods, transmission
technologies, and subscription book systems. Self-subscription portals can
integrate with any Internet, intranet, or extranet site. In addition, a software
development kit provides access to all aspects of service development and
execution to provide full flexibility.
Ease of administration
MicroStrategy Narrowcast Server offers several features that ensure ease
of administration. The product integrates with Microsoft Windows
security for authenticating Narrowcast Administrator and Narrowcast
Server API users, and for controlling access to the system. Role-based
security is available for administrators to control the privileges awarded to
each Narrowcast Administrator user. System administration and
monitoring from a remote console are provided along with easy cluster
administration with single-step machine additions and removals.
Component-level and system-level redundancy ensure highly available
Narrowcast Server applications. In addition, centralized logging facilitates
remote troubleshooting, and comprehensive debugging, testing, and
monitoring capabilities are available.
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Scalability
MicroStrategy Narrowcast Server incorporates native clustering
capabilities and automatic workload distribution to ensure robust, scalable
applications. The automatic breakdown of service subscription sets into
segments provides consistent, manageable resource consumption and
workload distribution. Executing services and subscription set segments
are maintained in execution queues, affording maximum efficiency and
scalability while protecting against the possibility of system overload.
International support
MicroStrategy Narrowcast Server incorporates several features that enable
a single installation and system to support and serve a multinational user
community. Rather than maintaining one system for each language or
country that you need to support, you can use a single system to generate
content in several languages and for distribution to several countries.
Localized object names
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Delivery Engine
The Delivery Engine comprises several different subsystems, or
components, that work together to define and store object definitions, run
services, and track service execution. These components include
the distribution manager (DM), which manages and directs service
execution by distributing service workload to available execution
engines
the execution engine (EE), which performs the work of gathering
service content, formatting it, and delivering it to devices
the MicroStrategy Logging Server, which provides an event and
statistics routing infrastructure
the Object Repository, which stores the objects used to define a
Narrowcast Server system and the services in it
the Subscription Book Repository, which stores all subscription data,
including end users, addresses, personalization, and subscription sets
In addition to these components, several modular components contribute
to processing information for service execution. These components enable
integration with other systems such as MicroStrategy Intelligence Server
or SMTP-compliant e-mail servers. They are
information sources, which can retrieve personalized information from
local or remote systems such as a MicroStrategy Intelligence Server.
The default configuration of Narrowcast Server supports retrieving
MicroStrategy reports in both grid and graph modes.
document formatters, which transform raw data provided by the
information sources into formatted messages. The default configuration
for Narrowcast Server supports text, HTML and Excel output formats.
information transmitters, which connect to local or remote systems such
as Internet e-mail (SMTP) servers, shared network locations, shared
network printers, Short Message Service (SMS) Centers, and Wireless
Application Servers to deliver formatted content to end users.
Sophisticated message management ensures that the information is
presented to end users in an intuitive format. The flexible XML backbone
of Narrowcast Server enables message formatting for any wireless device
or HTML-based interface. XML enables service content to be transformed
into the appropriate markup language, with the best possible style and
rendering tags for each device. Extensible Stylesheet Language (XSL)
stylesheets transform dynamic content into the correct format, and enable
complex, custom-defined layout rules and arrangements to be created and
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Subscription Portal
Each Subscription Portal offers users the ability to subscribe to and view
services and service descriptions. Users can also modify subscriptions and
create and modify the addresses to which content should be delivered.
Users can define preferences to ensure that the information they receive is
relevant. Via the Subscription Portal, users can manage their site
preferences specifying the appropriate default languages, time zones, and
currency settings. Access to information sources is controlled at the
Subscription Portal where users are prompted to authenticate themselves
for appropriate information access.
The Subscription Portal is built on Active Server Page (ASP) technology
and depends on Microsoft Internet Information Server.
SequeLink
SequeLink is a complete solution for configuring and managing data
access across any number of data stores, operating systems and
deployment options. SequeLink provides a universal client for ODBC and
JDBC, and provides a centralized console for configuring and managing
data access from a single point of control. SequeLink creates two NT
services: SLAgent 54, which is the Administrator, and SLSocket54, which
is the Server.
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Note: If you do not have such an account available, you can provide a
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Tip: If the MicroStrategy 8 Main Menu page does not appear, locate and
run Setup.exe from disk 1.
2.
3.
4. If this is the first time 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.
5. The Setup Wizard opens and walks you through the rest of the
installation process.
Note: At any time during the setup, click Cancel to quit the installation.
6. Respond to the prompts. You must accept the license agreement and
type your name, your company name, and your product serial number to
install Narrowcast Server. For a complete guide to the installation process,
refer to Installation Procedures in the MicroStrategy Narrowcast Server
Installation and Configuration Guide.
7. When installing Narrowcast Server, you are asked to enter an account
that will be used to run certain Narrowcast Server services. When choosing
the account, ensure that the account you enter meets the following
requirements:
Has a password that will not expire. It is a good idea to not use your
own network account for which the password might expire, causing
your system to stop working. Your network should be able to provide
a special account for this purpose.
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Setup Type
After you have entered your customer information, you are prompted for
the setup type to use. Choose Typical to use the standard file folder
configuration.
Choose Destination Location
By default, all components are selected when you run the MicroStrategy
Setup Wizard for the first time. To install Narrowcast Server and its
components, including the MicroStrategy Tutorial - Delivery project,
ensure that the MicroStrategy Narrowcast Server check box is selected.
Clear the check boxes next to the products you do not want to install. Click
Next to accept this configuration.
When you click Next on the Select Components page, if you are installing
Narrowcast Server on a machine where MicroStrategy Web is installed or
where Narrowcast Server has previously been installed, a prompt appears
asking whether you want to preserve your existing MicroStrategy Web
and/or Narrowcast Server configuration settings.
Important: 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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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.
MicroStrategy Subscription Portal setting
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Finally, the Summary dialog box indicates any errors that have occurred,
or indicates that you are done and ready to start using the tutorial system.
If any errors are present, click the links provided to learn how to resolve
each problem.
Click OK to close this dialog box. The Narrowcast Server: Home page
appears. For more information, see the next section.
Note: Remote access: It is recommended that the Narrowcast Server
Home
The home page is the starting point for using the MicroStrategy Tutorial Delivery project. Click each link to learn about and practice using
Narrowcast Server features and functionality.
1. View Sample Messages
2. Create Your Own Delivery Service
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3. Subscribe Users
4. Next Steps
Subscribe Users
This page allows you to define and administer recipients for your new
service. You learn how
reports and documents can be delivered via MicroStrategy Web
end users can subscribe to this service and others, change their
addresses, define preferences, and more via Subscription Portal
to create and subscribe users using Narrowcast Administrator
to integrate user information from an external source with Narrowcast
Server
Read the information and click the links provided for each option. For
more information, refer to the MicroStrategy Narrowcast Server
Application Designer Guide.
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Next Steps
This page provides links to help you learn more about Narrowcast Server
and the MicroStrategy platform as well find the information you need to
resolve problems. Click the links provided to
continue evaluating the MicroStrategy platform
explore Narrowcast Administrator, including
utilizing the toolbar
navigating folders
configuring the system
viewing system messages
administering users
creating and managing systems
Important: Changing the system configuration or subscription
Congratulations
You have successfully set up your first Narrowcast Server system with a
Subscription Portal and a Delivery Engine. The next chapter introduces
you to the concept of services and describes some of the features available
in Narrowcast Server for creating powerful, content-rich services for your
user community.
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C H A PT E R
Narrowcast Server
Subscription Portal
3.
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Log in.
If you did not change the login ID and password for the sample tutorial
user, both are New User. Type the correct login ID and password, and
click Login.
3.
Choose a channel.
Create a subscription.
Change an address.
Click the Addresses label in the upper right portion of the screen at any
time to get to the Addresses page. From here you can create a new address,
modify an existing address, or delete an unused or unwanted address.
6.
View reports.
with the MicroStrategy Tutorial - Delivery, you do not have any reports to
view at this time.
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C H A PT E R
MicroStrategy
Tutorial - Delivery
4.
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You have created a service, run it, and subscribed via the Web to receive
service information. Now you are ready to learn more about Narrowcast
Server product features and benefits.
The MicroStrategy Tutorial - Delivery services provide an ideal way to
both learn how Narrowcast Server can help your business and to
familiarize yourself with Narrowcast Server functionality. Eight
MicroStrategy Tutorial - Delivery services illustrate how your enterprise
can use Narrowcast Server to better leverage its business intelligence by
delivering information where and when it is needed.
The MicroStrategy Tutorial - Delivery services are grouped into three
sections: Business Activity Monitoring, Supply Chain Management, and
Customer Relationship Management. Each section illustrates a different
way Narrowcast Server can extend the reach of information in your
organization. The first section illustrates how Narrowcast Server can
improve information flow within the business itself by proactively
delivering information to key decision-makers. The second section
demonstrates how Narrowcast Server can improve interactions with
external parties such as suppliers by delivering alert-based information
when certain events occur. The third section demonstrates how businesses
can improve relations with customers by segmenting a group of customers
into an appropriate audience and then delivering targeted, personalized
information.
This chapter guides you through each of the services and points out
important features of each service. As you progress through the services,
each service illustrates a new set of features while building on the lessons
learned in previous services. The tutorial begins by illustrating how to
create a basic service, and continues by covering a broad range of
capabilities and potential applications. Verify that you meet the following
requirements and review the important notes before you get started.
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Requirements:
You have installed Narrowcast Server 8 and the MicroStrategy Tutorial
- Delivery. Refer to the MicroStrategy Narrowcast Server Installation
and Configuration Guide for more information.
You have completed the tutorial configuration process. Refer to the
MicroStrategy Narrowcast Server Installation and Configuration Guide
for more information.
Your machine meets the minimum system requirements as noted in the
Narrowcast Server readme file. If your machine does not meet these
requirements, it is recommended that you do not run these services and
that you instead review predelivered messages that are installed with the
product. These messages are available in ../Program
Files/MicroStrategy/Narrowcast Server/
Tutorial/SampleMessages. Start with
0_Welcome_Message.eml.
Before you begin, set the E-mail (SMTP) and Wireless (SMTP)
information transmitters to send messages to file rather than
transmitting via e-mail. This can be done in the Narrowcast Server
System Configuration Wizard in the Information Transmitters section.
This requirement is due to the fact that Services 1d, 3a, and 3b gather
nonexistent recipient e-mail addresses from a MicroStrategy project. If
these information transmitters are set to deliver these messages via
SMTP, these messages are not received. Saving messages to file also
allows you to deliver the tutorial services offline and without accessing
a receiving e-mail account.
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Important:
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Service overview
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To learn how this service is constructed, double-click the service to edit it.
Review the Welcome page and then click Next to go to the Delivery
Methods section. Note that this service is delivered to all recipients via email since it is not highly time critical and all sales executives have access
to the corporate e-mail system.
Then click Next to continue to the Content section. Click Edit Message
Body to edit the message body. Once you are within the HTML document
editor, you can select Source from the View menu to see the source
HTML, select Preview to see the rendered content, or select Editor to edit
the HTML as it is rendered. Note the lightning bolt icons within the service
content. These represent information objects, which are used by
Narrowcast Server to gather dynamic content, such as the graphs in this
service, when the service is run. You can select one of these icons. Rightclick the icon, and then select Edit information object to see which report
is selected from MicroStrategy Desktop. Each information object in the
message body contains a different report.
Next, exit the document and click Next in the Service Wizard to proceed
to the Subscriptions and Schedules section. Double-click the
subscription set to see which subscriptions are defined for this service. The
Static Subscription Set Editor provides a pane on the left and a pane on
the right. The left pane represents the Narrowcast Server Subscription
Book, which holds all the users and addresses available in the system. The
pane on the right shows the subscription set for this service, which holds
all subscriptions for this service. In this case, a single subscription is
present so that the service is delivered to a single recipient. To subscribe
users in the left pane, click the right arrow. To delete subscriptions in the
right pane, click the left arrow. You can also double-click any address or
subscription to view and edit its definition. The properties for users are
explored in later tutorial services.
Next, exit the Static Subscription Set Editor by clicking the upper right
corner. Finally, you can edit the schedule by double-clicking it. This
schedule is designed not to execute until the year 3000, so you can only
receive this service by clicking Run Immediately. Click Next and then
Finish to exit.
With the Web interface provided by Subscription Portal, this service
allows sales executives to subscribe themselves to receive this service.
To learn how this works, go to the Subscription Portal site on the machine
where the Subscription Portal is installed. This can be accomplished by
typing the following URL into your Web browser:
http://MachineName/VirtualDirectoryName/login.asp
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If the Subscription Portal is working, you are taken to the Login page. On
the Login page, create a new account by clicking Create a new account
and record the user name and password so you can reference them later.
Enter a user name and password, specify an e-mail address, select the
System language, and then click Create new account. When prompted for
user information, enter a first name and last name and then click save. This
information is used to personalize messages.
You then see two channels: My First Application and MicroStrategy
Tutorial - Delivery. Select the MicroStrategy Tutorial - Delivery channel
and then select Sign up for a Service. You then need to browse for this
service in the folder structure by selecting Business Activity Monitoring
and then 1a Sales Executive - Quarterly Sales Analysis. Once you locate
this service, you can select it to subscribe your new user to receive this
content. Select the only schedule available, and click Next to proceed.
Once you create this subscription, you can edit this service in the
Narrowcast Administrator. You now see that your new user has been
created and is subscribed to this service. The ability for sales executives to
subscribe themselves is important because
it allows them to manage their own subscriptions
a central administrator does not need to control subscriptions to this
service
One application design item worthy of note is that the folder structure in
this channel corresponds to the folder structure in Narrowcast
Administrator under the MicroStrategy Tutorial - Delivery folder. In
Narrowcast Server, one folder is chosen to define a channel and all
subfolders create the subfolders for this channel.
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Key features
Regional marketing managers are alerted when items in their region have
a significant sales increase. This allows marketing managers to react
quickly to sales trends in their regions and to ensure that future sales and
marketing plans and materials reflect these trends.
Service overview
Unlike sales executives, regional marketing managers are often away from
the office. As a result, some marketing managers prefer to receive sales
trend updates via e-mail while others prefer to receive sales trend updates
via wireless device. To accommodate this need, this service delivers
content via both e-mail and wireless device to its recipients. When you run
this service, notice that two messages are delivered. One message, to the
Mid-Atlantic Marketing Manager, delivers information via e-mail. The
other message, to the Northeast Marketing Manager, delivers information
formatted for a wireless PDA. However, both messages provide the same
information: a list of items in their region that have seen a significant sales
increase and the percent sales increase for each item.
Note that this service supports multiple delivery methods. If you edit the
service, you see that two delivery methods are enabled on the Delivery
Methods page: e-mail and wireless. If you click Next twice from this page,
you see that there are now two sections that allow you to define message
contents for the delivery methods. The content you define is different for
each delivery method (for example, a text body is created instead of an
HTML body by default for wireless messages) since the two delivery
methods have different content requirements.
Business Activity Monitoring
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Note also that unlike sales executives who all receive the same
information, regional sales managers need to see information generated
specifically for their particular region. In Narrowcast Server, this is called
personalization using user preferences.
To learn how this works, notice that an information object is saved along
with this service in the same folder. Edit this information object by doubleclicking it and review the definition of the selected report in the Report
Layout pane (in the second page). Notice that this report contains a prompt
to choose a region. This prompt is answered for each user so that each user
receives only information for their region. The report used for Service 1a
did not contain prompts since it did not need to be personalized.
Also, note that the information object for Service 1b is saved and available
outside of the service, which was not the case for Service 1a. This is done
so that the information object can be reused in both the e-mail and wireless
message contents. This allows all users to define preferences once and
receive the appropriate personalized content regardless of their preferred
delivery method. Creating a reusable information object was not necessary
for Service 1a since the information object was only delivered by one
delivery method.
Another thing to note is that each message is personalized using the
regional marketing managers title. This is done using user information
stored in the Subscription Book.
To see how this works, edit the contents for either delivery method, and
note the Insert, User Information, First Name menu option. This menu
option was used to create the first information object you see (the lightning
bolt icon in the service content). To find out more about the information
objects within a document, for example, to determine which user
information has been inserted, turn on the Document Element List within
the View menu of the document editor. This user information can then be
personalized for each user at the end of the service by editing user
properties within the subscription set. In the subscription set for this
service, note that two addresses have been subscribed to this service: an email address for the Mid-Atlantic Marketing Manager and a wireless PDA
address for the Northeast Marketing Manager. Double-click these
addresses in the left pane to edit and study the corresponding users:
Each user has one address defined for the desired delivery method. This
controls how the user receives the contents for this service.
On the Preferences tab, preferences have been defined for the report in
this service by answering the prompt by selecting the appropriate
region.
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Regional sales managers can choose to be alerted when call centers in their
region do not meet sales goals. Each call center has a sales goal that is set
relative to the average sales for all call centers over the past two quarters.
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Regional sales managers can choose the call centers within their region for
which they want to receive alerts and the minimum sales growth level for
which they want to be notified. Regional managers can only select call
centers within their region, so that sensitive sales information in other
regions is not accessible.
Service overview
Regional sales managers often like to know if one of the call centers they
oversee is not performing well. As a result, Service 2c allows regional
sales managers to choose the call centers they want to monitor and to set
the minimum sales growth level for which they want to be notified.
Personalization for this service works very similarly to the personalization
used in Service 1b using a prompted report, except the report used in
Service 1c contains two prompts: one for threshold value (in decimal
format) and one for call center.
However, this service has an additional requirement: regional sales
managers should not be able to see information for call centers in other
regions. Due to this requirement, when regional sales managers select the
desired call center, they can only select call centers in their region. In
MicroStrategy Narrowcast Server, this is enabled through a feature called
information source security.
To see how this works, edit the information source MicroStrategy Tutorial
(Manager Subscriptions) and click Next until you reach the Security and
Dynamic Subscription Support page. Notice that Security is selected and
that an element prompt for region has been selected. If you click Next,
notice that default information source security has been set to the Web
region. Essentially, the administrator has specified a prompt that is
answered for each user to constrain the information he can access. The
default information source security is a prompt answer that is applied if no
security prompt answer is selected for a specific user.
Next, exit the information source and select Subscription Book from the
Tools menu and edit one of the users for Service 1c. (Note that the
Subscription Book Editor provides the same ability to add, modify, and
delete users as is provided in the left pane of the Static Subscription Set
Editor but does not require the use of a specific subscription set.) On the
Authentication and Security tab, notice that security is enabled for the
information source you just edited. Select this information source and click
Define. You are prompted to select a region, and depending on which user
you are editing, either the Northeast or Mid-Atlantic region should already
be selected. Exit without making any changes.
Now go to the Preference tab, select the information object for which this
user has preferences defined (1c) and click Modify and then Answer. You
are provided with a wizard that asks you to answer two prompts: enter a
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threshold value and select one or more call centers. The default threshold
value of 0.3, or 30%, indicates that this regional sales manager should only
receive alerts for call centers that do not have sales at least 30% above sales
for the last two quarters. Note that for the second prompt, you can only
select from either (a) Boston and New York or (b) Washington DC and
Charleston, depending on which region is used to define security for this
user. This same security is applied when regional sales managers provide
preferences via the Subscription Portal.
To see how this works, subscribe to Service 1c using the user you created
for Service 1a. You are prompted to select a call center. However, since the
administrator has not defined security for this user, only call centers in the
Web region are shown since this is the default security defined in the
information source. If you edit this user using the Subscription Book in
Narrowcast Administrator and define security for this user, as described
above, you can see how the call centers available in the Subscription Portal
reflect this change.
A second thing to note about this service is that regional sales managers
only receive this alert if call centers in their region meet the criteria
specified by the regional sales manager. To illustrate this point, two
regional managers are subscribed to this service, but only one regional
sales manager, for the mid-Atlantic, receives content when the service is
delivered. This regional sales manager only receives an alert for one of the
call centers (Charleston) because the other, Washington, DC, has sales
above the specified threshold.
To see how this alert functionality works, edit the service and then edit the
message body. Select the second information object, then right-click the
information object and select Edit Document Element. You can see that
if this information object returns no data, the document element returns an
error. (You can see this setting without editing the document element if you
choose to show the Document Element List under the View menu, and
then select the second document element in the upper left window. In the
lower left window, you see a summary indicating that if no data is returned,
this document element raises an error.) Exit the document and return to the
Content page of the Service Wizard. Click Show Error Handling on the
toolbar. You can see that error handling is set to fail message on error.
These two settings used together ensure that if a report returns no data for
a particular recipient, the information object returns an error and the
service sends no message to this recipient. This is a powerful form of
alerting. Rather than evaluating a single condition and then either
delivering or not delivering content to all recipients, this method allows
recipient-level condition evaluation leveraging the full power of
MicroStrategy Intelligence Servers analytical capabilities. Thus, complex
analyses can be performed to determine whether each user should receive
an alert or not.
Business Activity Monitoring
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Although other forms of alerting are possible using pre- and post-service
execution SQL to update database records, the method illustrated here
provides a simple and powerful form of alerting when applied to real world
implementations. For instance, this service alerts managers each quarter if
some event has occurred. However, this type of service can be used to
evaluate conditions using a work-table in an operational data store every
five minutes and deliver alerts to key decision makers. Therefore, this type
of alerting allows businesses to constantly monitor business activities and
to provide near real time alerting when certain events are encountered.
Finally, note that this service prompts users to enter a threshold value when
users subscribe through the Subscription Portal. Thus, this service allows
users to define threshold values for which they want to be alerted. This
same functionality can be applied to other scenarios where end users
define the threshold values to control system monitoring.
Key features
Call center managers are alerted at the end of each month if any of their
employees have performed significantly below average employee
performance over the previous two months. If one or more employees for
a manager has sales 65% or more below average sales, the manager
receives a message with the employees name and their performance. The
manager is asked to provide training to this employee and to work with this
employee to improve his or her performance to prevent employee
termination. Managers with no employees meeting the alert criteria do not
receive a message.
Service overview
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All call center managers are alerted if one of their employees performs
below a company wide metric. In other words, call center managers are
not required to subscribe themselves, and call center managers do not
get to set a performance threshold for which they want to be alerted.
Information about each call center manager, such as manager name and
e-mail address, is already available in a relational database since it is
used for another information system within this corporation. For this
reason, the administrator of this application does not want to duplicate
this user information by creating a redundant set of users in the
Narrowcast Server Subscription Book.
As a result, the administrator creates this application so that it dynamically
retrieves the list of recipients and recipient-related information (such as
recipient name, e-mail address, and preferred end user device) directly
from the database at run time.
In MicroStrategy Narrowcast Server, this functionality is called dynamic
subscriptions. Services that implement dynamic subscriptions use a
dynamic subscription set rather than a static subscription set as was used
for all previous services in this tutorial. Dynamic subscription sets use a
subscription information object to gather subscription information from an
external source such as a MicroStrategy project, a file, or directly from a
database rather than storing users and subscriptions in the subscription
book. The subscription information object used in this example returns email address, user name, address display name, and end user device.
To see how this subscription information object is constructed, edit the
information object Manage Subscriptions from Report. Note that this
information object maps attribute forms on the page axis of the selected
report to subscription properties used by Narrowcast Server when the
service is executed. One key thing is that manager (ID) is used to define
preferences for the information object used in the content of this report.
This mapping is possible because this content information object is
executed using personalized page execution, which uses a multipage
report to return content for many subscribers in the same report execution.
Each user then specifies his preferences by selecting a single page of
content. This is done by selecting an attribute value (for example, a
manager) from the first attribute (for example, the manager attribute) on
the page axis.
To illustrate by example, the subscription information object returns the
users preference as a particular manager (for example, Snyderman). The
content information object then returns a multipage report where each page
can be selected by choosing a particular manager. Thus, the subscription
information object returns the subscription information required for report
delivery and returns attribute values that are used to select pages out of a
multipage report for each recipient.
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Sales directors are notified at the end of each month of sales in all regions
for each of the product categories. Based on this data, any regions that are
under-performing can be identified and suitable action can be taken.
Managers of regions doing well can be suitably rewarded. The analysis of
trends for the current year provides a comprehensive picture of sales
performance.
Service overview
A sales director would like to get an overview of the sales in all the regions
for each of the product categories. Such a person would also like additional
relevant information on cost, profit, and margin for a better understanding
of the sales trends. The service provides information for past months in the
current year and compares it with previous periods. Previous periods
include month, quarter, and year. This comparison highlights any drops or
improvements in performance by region.
Business Activity Monitoring
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This service has a single recipient with multiple addresses and has a static
subscription list. The information is simultaneously delivered to an e-mail
address, network location, and a printer. The information can be shared
with other users by sharing the network location or by distributing copies
of the printed report. This service uses a document in the MicroStrategy
metadata. This means that a link can be established with existing
MicroStrategy content without having to recreate the content or
formatting.
The service name is included in the e-mail subject by inserting an
information object that provides system information. To see how this
service is constructed, edit Service 1e, Sales Director Sales Performance
Analysis, then edit the e-mail content. Edit the subject to see how the
service name was inserted and edit the attachment to see how a document
link was included. You can also edit the File and Print content which uses
a link to the MicroStrategy document similar to the e-mail content. By
inserting a link to a MicroStrategy document all the formatting and content
created in a MicroStrategy project can be easily reused. This is particularly
useful for report services documents that provide pixel-level formatting.
Key features
delivery to e-mail, network file location, and a printer using the same
service
system information such as service name in the e-mail subject
reuse of documents in a MicroStrategy project by creating a link
Suppliers are notified when historical sales data show that sales for one of
the items they supply are forecast to be significantly above average in the
coming quarter. This seasonal sales trend analysis helps suppliers react
quickly to seasonal trends by ensuring that adequate supplies are on hand.
Since suppliers are located worldwide and since suppliers are often not
accessible by e-mail, messages are delivered in multiple languages to
multiple end user devices such as via e-mail, to wireless PDAs, and on the
Web.
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Service overview
Since suppliers are located in many different countries and have different
device preferences, Service 2a delivers content in multiple languages and
via multiple delivery methods such as by e-mail, to wireless devices, and
publishing content on the Web. This service demonstrates how a single
service can both deliver content to users in many different languages and
format content for many end user devices. For example, one supplier,
Perigee, is located in France and prefers to receive content via e-mail. As
a result, Perigee receives French e-mail alerts when sales data predict an
increase in sales for one of the items they supply. However, another
supplier, John Wiley & Sons, is located in the United States and is often
away from the office. For this reason, John Wiley & Sons receives English
alerts on a wireless PDA. A third supplier, ATF Electronics, is a German
supplier that prefers to access content on the Web via Subscription Portal.
Thus, when you run this service, note that Perigee receives an e-mail in
French, while John Wiley & Sons receives content formatted for a wireless
PDA in English. However, ATF Electronics does not receive any content
since no items they supply meet the alert conditions. In this example, only
static text is varied. However, it would also be possible to retrieve localized
text from Intelligence Server so that the item names are delivered in the
appropriate language for each recipient. This would require adding
localized strings to the data warehouse and then creating different attribute
forms in MicroStrategy Desktop which contain these different localized
text strings.
To learn how this service is constructed, edit this service and notice that
this service contains content for three delivery methods. On the page for
each delivery method, click Specify Devices and Locales on the toolbar.
This shows the list of devices and the locale this delivery method is
designed to support. Each delivery method can support one locale and a
subset of the devices provided by the information transmitter for this
delivery method. Notice that each delivery method for this service
supports a different locale. Subscriptions for this service only receive the
content for a particular delivery method if the user for the subscription
specifies the locale supported by this delivery method and if the address
specifies a supported device.
If you edit the subscription set for this service, then edit one of the users
for Service 2a and 2b, and then click Advanced Properties on the Login
tab, you see the locale for this user. Each user subscribed to this service
specifies a different locale and device as described above. It is important
to note that, by default, all delivery methods and all users created in
Narrowcast Administrator support the system locale. Thus, subscriptions
are never prevented from receiving a service due to locales unless either
the delivery method or the user are modified not to support the system
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Suppliers are notified when the inventory for one of the products they
supply is significantly below average levels. Suppliers with products
whose current inventory is 75% below the average are notified of the
products and their current inventory levels. Suppliers with no products that
are low on inventory receive no alert. This inventory analysis helps
suppliers react to unexpected sales increases by ensuring that adequate
inventories are provided. Since suppliers are located worldwide, and since
suppliers are often not accessible by e-mail, messages are delivered in
multiple languages to multiple end user devices.
Service overview
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Another thing to note about this service is that the reports delivered via email and published on the Web have very different formatting. The report
delivered by e-mail leverages the formatting capabilities of MicroStrategy
Web and Desktop and preserves the blue and black formatting defined for
this report. By default, when grid reports are added to documents in
Narrowcast Server, the formatting defined in MicroStrategy Desktop or
Web is preserved. This is done by automatically selecting a default
stylesheet that preserves this formatting. This capability allows application
designers to leverage the report formatting capabilities of the platform and
individually format reports using MicroStrategy Desktop or Web.
By contrast, the report published to the Subscription Portal has red and
black formatting that matches the Subscription Portal channel formatting.
This is accomplished by selecting a different stylesheet for this report
when it is added to the Subscription Portal content. Thus, when reports are
delivered via multiple delivery methods, it is also possible to apply a
different format each time an information object is added to a service. This
can, for example, ensure that all reports published to the Subscription
Portal have the same format to provide an integrated appearance.
To see how this works, edit Service 2a, edit the Subscription Portal content,
select and right-click the information object, and then select Edit
Document Element. In the Document Element Properties dialog box,
you see that a stylesheet called Red_Black_Formatting_For_Portal is
selected. If you perform these same actions to edit the e-mail content,
notice that the report in this content uses a different stylesheet. This is the
default stylesheet that preserves MicroStrategy Desktop and Web
formatting.
Key features
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Customers who make significant purchases in the month of June are sent a
coupon for any item in the month of December to encourage customer
loyalty. If a customer spends more than $1,500 in the same month, he is
sent a coupon for any item in any category. The message is sent six months
after the initial purchase to win back customers who may not have returned
for some time.
Service summary
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Once such a link has been added to your HTML document, you need to
construct a simple ASP or JSP to log image requests to a database. The
following example provides simple ASP code that can achieve this task.
<%@ LANGUAGE = VBScript %>
<% Option Explicit
Dim
Dim
Dim
Dim
Dim
sUniqueMessageIdentifier
adoCon
adoRec
sConStr
sSQL
Note: This example assumes that the table YOUR_TABLE exists and has
two columns, one for the Unique Message Identifier and one for the date.
SQL Server is also assumed to be the RDBMS for this example. The last
line of code redirects the response to the URL where the image exists.
The post from the HTML document passes the Unique Message Identifier
as a parameter, which is captured by the ASP and stored in the database.
The response to the post is the actual image, which is displayed within the
document body. This sample code is only intended to be a proof-ofconcept for illustrative and educational purposes only. It is not intended for
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use in production systems and does not handle special cases, errors, or any
other best practices to ensure its stability and reliability.
An important application design point to note is that since the subscription
information objects used for Services 1d and 3a return two groups of users
with distinct IDs in the data warehouse, a different information source is
used for each. This is because an information source can only be defined
to support dynamic subscriptions for one subscription ID. This restriction
enables the automatic segmentation of content information objects (and
subscription information objects in the case where subscription
information defined in the information source definition is used) to use the
correct Subscription ID for segmentation.
Thus, whenever creating applications to support dynamic subscriptions, it
is good practice to create one information source for each group of users
that will be retrieved and to create all subscription information objects and
content information objects using the corresponding Information Source.
This ensures that all information objects are segmented correctly when
automatic segmentation is used.
Key features
Customers who have repeatedly purchased items in the same category over
the last month are sent coupons for any item in this category to encourage
continued purchases.
Service summary
Service 3a uses a report to identify the target group of customers but does
not deliver personalized content to each customer. Service 3b builds on the
customer segmentation example illustrated in Service 3a by delivering a
targeted offer to each customer based on his or her purchases over the last
month. This is accomplished by personalizing an image link for each
recipient that points to one of several images on a corporate Web server.
This link is dynamically generated for each recipient based on his or her
preferred product category. This is done using a stylesheet that converts
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C H A PT E R
Service Execution
Flow
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You should now have a better understanding of what Narrowcast Server is.
This chapter goes into more detail about how it works. It explains how an
executing service flows through various components and processes to send
personalized messages to subscribers.
Service execution begins with a condition evaluation. This condition can
be a schedule event, a Run Immediately request, or an API call to the
Narrowcast Server API. Each of these produces the result of a service
execution request being received by the Delivery Engine. Once the
Delivery Engine receives and processes a service execution request, it
evaluates what subscriptions need to be fulfilled for the request and what
personalization characteristics each subscription has. The Delivery Engine
then acquires the personalized, dynamic content information needed for
each subscription, formats that content into the appropriate documents,
and transmits the resulting messages to the subscribers.
Schedules
A schedule sets the times or frequencies a service is executed and
represents a recurring pattern, not a fixed date, on which a service is
executed. Schedules are defined relative to time zones, to automatically
account for daylight savings time, date boundaries, and other time-specific
issues. To allow subscribers throughout the world to receive services at
specific local times, a service can use more than one schedule.
The application designer creates schedules.
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Subscriptions
A subscriber is a person who subscribes to a service, and a subscription
is created when one of a subscribers addresses is subscribed to a service,
either by adding it to a subscription set using the subscription set editor or
by creating a subscription using the Subscription Portal. Typically, a
subscription set holds the set of subscriptions for a service. Occasionally,
a subscription set is shared across a collection of services. Several
subscription sets might also be defined for a single service, to support
multiple delivery schedules.
Note: Each subscriber can have several subscriptions to the same service
and for the same address. Each such subscription can have different
preference settings, allowing a single user to receive a variety of
information from the same service.
Each individual who receives messages from the Delivery Engine has a
login that provides password-controlled access to subscription and
preference information for the individual and his addresses. It is the
subscription of at least one of these addresses to a particular service that
allows the individual to receive messages.
Personalization
After Narrowcast Server determines that a service needs to be executed
and identifies the recipients to which it will be sent, it evaluates the
personalization characteristics of each subscription. Personalization
factors for a subscription include information for passing authentication,
security and preferences to each information source, as well as the locale
for the subscribed user and the messaging device for the subscribed
address. All of these factors combine to control what content is delivered
to fulfill each subscription.
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Devices
Devices cause services to be personalized in two ways:
Content selection: When a service is made up of more than one
publication, the device determines which publication, and therefore
which content, will be delivered to fulfill a given subscription. So if a
service has one publication designed to produce wireless message
content and another publication designed to produce message content
for desktop e-mail clients, the device for each subscription determines
which of the two publications will be used to generate content. For more
information on how devices can be used to control content selection,
refer to Multiple languages and locales in the MicroStrategy
Narrowcast Server Application Designer Guide.
Transmission parameters: A device provides a specification for how
a publication should be formatted and transmitted to a specific receiver
type. For example, a Microsoft Outlook 98 device might specify that a
subject document in a publication must be plain text and no longer than
128 characters. It might also specify that the message body could be
either plain text or HTML, and if it is HTML, image references can be
embedded. A device includes specifications for both formatting and
transmission. For more information on device transmission parameters,
refer to Devices in the MicroStrategy Narrowcast Server System
Administrator Guide.
Locales
Locales cause services to be personalized in several ways:
Content selection: When a service is made up of more than one
publication, the locale can also determine which publication, and
therefore which content, will be delivered to fulfill a given subscription.
So if a service has one publication designed to produce German
message content and another publication designed to produce French
message content, the locale for each subscriber determines which of the
two publications will be used to generate content. For more information
on how locales can be used to control content selection, refer to Multiple
languages and locales in the MicroStrategy Narrowcast Server
Application Designer Guide.
Personalization
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Personalization
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Information acquisition
The content that Narrowcast Server must generate for each subscription is
influenced by the personalization factors mentioned previously. Because
of this, the set of dynamic content requests that Narrowcast Server must
make can only be determined as a service is being executed. Narrowcast
Server optimizes this set of requests by eliminating duplicate requests
where possible.
Narrowcast Server uses information sources and information objects to
make requests for dynamic content.
With the ability either to create new documents in Narrowcast Server or to
link to existing MicroStrategy Desktop documents, the information
acquisition process flow has multiple possibilities, depending both on
which document process the System Administrator has enabled and what
the Application Designer chooses during document creation. The
following diagram depicts the information acquisition process flow from
when the Application Designer chooses to create a new document until he
begins to construct the document. The purpose of this diagram is to
illustrate the choices made and steps taken depending on the document
creation process that is enabled. Each step is numbered, and these steps are
described following the diagram.
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Legend:
y Boxes with thick lines and
rounded corners
represent dialog boxes.
y Boxes with dashed lines
and rounded corners
represent the document
editor or selection dialog
box that defines and
saves the document.
These editors and dialog
boxes open when
documents are edited.
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Application
Designer chooses
to create new
document.
2
What
document
process is
enabled--NCS,
Desktop, or
both?
NCS
Application Designer is
prompted:
y Create new document
(NCS)?
OR
y Select existing
document (Desktop)?
5a
Desktop
4
Is more
than one
format
allowed?
NCS
What type
of document is
chosen?
Desktop
Yes
6a
Application
Designer is allowed
to select document
format (options:
HTML, Excel,
Plaintext, Imported)
7a
No
Standard
Narrowcast
Document Editor
opens (HTML,
Excel, Plaintext,
Imported)
5b Does
more than
one
information
source
exist?
No
7b
6b
Yes
Application
Designer is allowed
to select information
source
Desktop
Document
Selector dialog
box opens
Information acquisition
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Information acquisition
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MicroStrategy reports
The MicroStrategy Information Source Module provides the ability to use
MicroStrategy reports in service content. Before Narrowcast Server can
use a report, it needs to know the server and project in which the report can
be found. You provide this information when you configure an information
source using either the Configure Sources section in the System
Configuration Wizard, or the MicroStrategy Information Source
Wizard from the Narrowcast Administrator object browser. For more
information about configuring a MicroStrategy Information Source, refer
to Information source modules and information sources in the
MicroStrategy Narrowcast Server System Administrator Guide.
Once an information source has been configured to point to a
MicroStrategy project, you can add MicroStrategy reports from that
project to your services. HTML content can support both grid and graph
modes, while Excel and plain text content support only grid mode. For
more information about using MicroStrategy reports in your services, refer
to Dynamic Content and Personalization in the MicroStrategy Narrowcast
Server Application Designer Guide.
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HTML documents
In MicroStrategy Desktop, an HTML document is the standard container
for formatting, displaying, and distributing multiple reports on the same
page, or at the same time within a project. A report designer can modify
the appearance of an HTML document, just like any other HTML page, to
include text, images, hyperlinks, tables, and one or more report objects.
HTML documents are used to create dashboard and scorecards, both
popular ways to display and distribute data from business intelligence
projects.
In Narrowcast Server, services can include HTML documents. These
documents are already created in Desktop and linked from within
Narrowcast Administrator, the Service Wizard, or the Publication Wizard.
While you cannot modify these documents from within Narrowcast
Server, you can add them to services for standard report delivery, in the
same manner as other documents. HTML documents are supported in
HTML format only.
Note: These are not the same as HTML documents created in Narrowcast
User information
Narrowcast Server makes it easy to include user information such as first
name, last name, and other user variables in service content. This is
designed to help you personalize messages with content such as Dear Mr.
John Q. Smith, or to insert the subscriber's name, address, zip code,
country, or other personal information into the service. User information is
stored in the Subscription Book Repository when a subscriber is created
and is retrieved when a service is executed. New types of user information
can be added as needed.
Information acquisition
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System information
System information such as service name, service ID, and execution time
and date expressed in Universal Time Coordinates or as specified by the
user, can be easily included in services. This service execution information
can be used to
track messages using the internal execution ID
identify when reports were generated or saved by including the date and
time
maintain text files containing service names
Subscription information
Sometimes it is useful to include subscription information such as the
subscriber's physical address (for example,
JohnQSmith@sample_corp.org) in the content of a service. One
example of this is the Unique Message Identifier, or UMI, which can be
included in each message to uniquely identify that message at a later date.
Narrowcast Server makes it easy to include subscription information in
service content, including user name, address, subscription ID, and other
subscription characteristics.
Content formatting
Once all of the dynamic content information required for a given
subscription has been retrieved from information sources, that content is
formatted, or rendered, into a document.
First, each piece of dynamic content (information object) is transformed
into a document element. For MicroStrategy Grid reports and other XMLbased information objects, this is done by XSL processing or transforming.
After every document element in a given document definition has been
processed, Narrowcast Server renders a completed document by
combining the document template with the document elements. The result
is a single document that includes both the static content from the
document template (such as page layout for HTML documents or the
original Excel workbook for Excel documents) and the dynamic content
from MicroStrategy report results and other information objects.
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Documents
A document is a complete, formatted object of a specific type that is ready
to be transmitted by the Delivery Engine. Each document has a specific
type, such as HTML, Excel, or an imported file, and acts as a container for
both static and dynamic content. Depending on the document type, the
document is created through different Document Editors.
Dynamic content is included in the form of information objects, which are
used to get dynamic information from information sources. During service
execution, information objects are transformed into document elements
and then inserted into document templates. Each document element
consists of one or more information objects, plus processing and error
handling instructions. The document templates provide the structure and
layout for the document.
Like documents, both information objects and document elements have
types. Each might be text, XML, an image, or possibly a custom type from
a customized information source module. XML document elements can
support more than one XML information object, while text or image
document elements can only support one information object of that same
type. XML document elements are assigned XSL stylesheets, which
convert the XML into other formats such as HTML.
Note: To use more than one report or other XML-based information
Document formatters
A document formatter transforms the raw data of the information objects
and the structure of the document templates into a complete, formatted
document. Information objects in each document element definition are
processed to produce a rendered document element. The document
elements and the document template in the document definition are then
integrated to create a rendered document.
Document formatter operations include tasks such as XSL processing and
transformation, XML merging, character replacement, and string padding.
Formatting rules can account for device characteristics, locale definition,
and other recipient-specific formatting control information.
Content formatting
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Message transmission
The last step in the subscription fulfillment process is to send the formatted
information to the recipients.
Information transmitters
An information transmitter is an object that delivers formatted content
to recipient devices. An information transmitter might serve the purpose of
sending e-mail via SMTP or wireless messages using a short message
service (SMS) gateway. In general, an information transmitter supports
one type of transmission technology, such as SMTP, FTP, HTTP, SMPP, or
ODBC, although it can support multiple types. Information transmitters
depend on information transmission modules (ITM), which are software
components designed to support a particular delivery capability. For
example, MicroStrategy Narrowcast Server provides the following
information transmission modules:
E-Mail (SMTP) ITM for e-mail (SMTP) and wireless (SMTP)
transmissions
File ITM for saving files to networked computers and remote servers
using the Windows file system
Print ITM for printing to shared network printers
SMS (SMPP v3.3/3.4) ITM for transmission to an SMS gateway
Portal ITM for transmission to the Subscription Portal
Content capabilities vary from one delivery technology to the next. For
example, the E-Mail (SMTP) ITM supports plain text documents for the
subject, alternate message body, and attachments. The File ITM can
contain one or more documents of any type in its body. The Print ITM
supports text and HTML documents as well as Report Services documents
in its body. The SMS (SMPP) ITM supports one plain text document for
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both the message body and an optional control document. The Portal ITM
can contain HTML or plain text documents in its body and any document
type as an attachment.
The ITM is responsible for indicating the documents and document types
it supports, as well as the arrangement of these documents. These
characteristics distinguish a publication designed for one information
transmitter from a publication designed for another. Both the Publication
Wizard and the Service Wizard reflect these differences as different
sections in their content specification sections. For this reason, each
publication can be used with only one specific information transmitter.
To correctly deliver content to end users, the ITM needs to be able to get
instructions from the Delivery Engine on how messages should be
packaged and sent. With e-mail, for example, some devices support only
UUEncoding to package formatted content, while others support only a
specific subset of multi-part MIME encoding. At the same time, the
Narrowcast Administrator must be able to determine the device
characteristics a particular information transmitter supports. Because of
this, ITMs are responsible for providing a user interface to define device
characteristics. Those characteristics are stored in the Object Repository
and later retrieved by information transmitters to control packaging and
delivery.
Information transmitters and devices are created by the system
administrator.
For more information, refer to Information transmission modules and
information transmitters in the MicroStrategy Narrowcast Server System
Administrator Guide.
Next steps
The following topics identify additional Narrowcast Server tasks and
indicate the manual containing instructions and supporting information for
each task. The tasks are organized into groups based on who completes
them and when they are to be performed. Some tasks, such as Create a
new system and a new Object Repository, must be completed once by the
system administrator to define a system. Other tasks, such as Connect to
a system and an Object Repository, need to be completed only by
Narrowcast Administrator users connecting a new Narrowcast
Administrator installation to an existing system. Finally, some tasks are
performed intermittently after a system has been constructed.
Next steps
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Required:
Optional:
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distribution managers
execution engines
Subscription Portal
Narrowcast Administrator
program files
output files
2.
language
network configuration
Object Repository
4.
Required:
Narrowcast Server
Narrowcast Administrator
Optional:
Next steps
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2.
3.
Run a service.
Create a subscription.
1.
2.
Required:
system prefix
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2.
3.
4.
5.
6.
7.
Design services:
2.
3.
services
schedules
subscription sets
documents
publications
information objects
question objects
imported files
Test and troubleshoot services.
Next steps
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2.
3.
4.
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6.
7.
8.
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website responsiveness
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system resources
system performance
execution flow
3.
Replace hardware.
Maintain databases.
Next steps
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SECTION II
Interfaces
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Section II
Interfaces
C H A PT E R
Narrowcast
Administrator
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a Location list box that lists the available objects in the navigational
tree and the currently selected item, and takes over navigation when the
navigational tree is hidden
one or more object browsers, each similar to Windows Explorer, each
of which is divided into two sections:
A folder list located on the left displays the folders and objects in
your system in a navigational tree format. The folder list displays the
Administration folder, which contains folders for each type of
administration object (Subscription Book, distribution manager,
execution engine, and so on) that you can create for your system; and
the Applications folder, which contains application objects for your
system.
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Applications folder, and right-click, you see the same options as you would
see under the Edit menu New command.
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Menu option
Function
New
Distribution Manager
Execution Engine
Information Source
Module
Information Source
Document Formatter
Information
Transmitter
Device
Folder
Locale
Account
Rename
Names/Descriptions
Definition
Activate/Deactivate
Find
Function
New...
Service (Wizard)
Schedule
Subscription Set
Service (Editor)
Publication
Document
Information Object
Question Object
Imported File
Folder
Rename
Names/Descriptions
Definition
Activate/Deactivate
Run immediately
Find
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Menu option
Definition
Unregister System
Start System
Stop System
Destroy System
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Function
Preferences
Copy Repository
The toolbars
The most frequently used menu options are duplicated on the toolbars,
where they are accessible by means of icons. Each toolbar can be visible
or hidden, depending on your preference. Right-click the toolbar and select
or clear the check box next to the toolbar you want to hide or show.
Each toolbar is described below.
Edit toolbar
New displays a list of application objects you can create when you click
the arrow next to the button:
Narrowcast Administrator layout
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Service (Wizard)
Schedule
Subscription Set
Service (Editor)
Publication
Document
Information Object
Question Object
Imported File
Folder
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If you did not install the MicroStrategy Tutorial - Delivery, the Narrowcast
Server: Home page is still available but does not provide any tutorial
activities. Instead, it provides information on available features and
functionality.
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Note: By default, services using the Send Now schedule, primarily those
used when MicroStrategy Web users select the Send Now option for a Web
project supported by your Narrowcast Server system, do not appear in the
scheduled services display. This is due to the frequency of service
execution (once every minute) with this schedule, which would create a
very long list if you chose, for example, to display everything scheduled
for the next 24 hours. You would see 24 x 60 (or 1,440) services in the list
for the Send Now schedule alone.
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When you need to select an object from within one of the editors and
wizards in Narrowcast Administrator, you are provided with a dialog box
that you can use to locate and choose the desired object. This dialog box
has a title with the word Select, followed by the type of object that you
need to choose. For example, if you are editing a document and you insert
an existing information object using the Insert menu, a Select
Information Object dialog box opens. Similarly, when you elect to use a
reusable document for the HTML content of a service from the Service
Wizard, a Select HTML Document dialog box opens. The behavior of
the Select dialog box varies depending on the type of object you are
selecting.
Look in: This drop-down list indicates the folder in which you are
currently searching. You can select a different folder to change your
current search location. Some types of objects can only be stored in
specific folders. Narrowcast Administrator automatically chooses the
correct folder for you when you need to select one of these objects.
Object Type: This drop-down list indicates what type of objects are
shown in the folder contents. Folders are always shown, regardless of
this setting. This selector can be automatically set by Narrowcast
Administrator, depending on the type of object you need to locate.
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Folder contents: The contents of the folder in which you are currently
searching are shown in the center of the dialog box. You can change the
way folder contents are displayed by clicking the display mode buttons
to show folder contents in either small icons mode or details mode.
Viewing folder contents in details mode enables you to sort the folder
contents by object name, type, and creation time by clicking the
appropriate column headers.
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When you select an object, you are not actually opening or loading the
object into an editor or wizard. Thus you cannot modify that object, and
you are not asked to save it.
Open dialog box
When you need to open an object from within one of the editors and
wizards in Narrowcast Administrator, you are provided with a dialog box
that you can use to locate and choose the desired object. This process is
nearly identical to what you do when you select an object. The dialog box
for opening an object has a title with the word Open, followed by the
type of object that you need to open. For example, if you are editing a
document and you select Open Document from the File menu, an Open
Document dialog box opens. The behavior of the Open dialog box varies
depending on that type of object you are opening, similar to the way the
Select dialog box behavior varies.
Save dialog box
When you need to save an object from within one of the editors and
wizards in Narrowcast Administrator, you are provided with a dialog box
that you can use to choose the desired folder location for the object, and
the object name. This dialog box has a title with the word Save, followed
by the type of object you are saving. For example, if you are editing an
HTML document and you select Save As from the File menu, a Save
HTML Document dialog box opens. The behavior of the Save dialog box
varies depending on the type of object you are saving. For example, certain
objects such as devices can only be saved inside specific folders. The Save
dialog box prevents you from saving an object in an inappropriate folder.
Note: Object names cannot have more than 127 characters. If you attempt
to save an object with a name that has more than 127 characters, the name
is truncated to the first 127 characters.
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Folder considerations
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C H A PT E R
Tutorial Configuration
Dialog Set
7.
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What is it?
set; it is a term for a series of dialog boxes that allow you to perform an
action.
The first dialog box in the Tutorial Configuration dialog set, Welcome,
opens when you launch the Narrowcast Administrator. From the Windows
Start menu, point to Programs, then to MicroStrategy, then choose
Narrowcast Server and select Narrowcast Administrator. You only see
the Tutorial Configuration dialog set if you have an Evaluation Edition of
Narrowcast Server or if, during Narrowcast Server installation, you chose
to install and configure the MicroStrategy Tutorial - Delivery.
What can I do with it?
When you complete the information requested in the three dialog boxes
that are part of the Tutorial Configuration dialog set, you set up your first
Narrowcast Server system, named Tutorial System. You can then access
the services and instructional materials that are provided as a part of this
system to help you learn how to use Narrowcast Server.
For more information, refer to the following Concepts topics:
Install and configure the tutorial system
MicroStrategy Tutorial - Delivery pages
MicroStrategy Tutorial - Delivery
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If you are offline or do not have an e-mail account, you can choose to
save messages to a folder location for later viewing. Select a folder
location where messages should be saved and note this location so you
can find these messages in the future.
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C H A PT E R
What is it?
The Delete Objects dialog box allows you to view all the dependents of an
object and choose to delete all the dependent objects along with the
selected object.
How do I access it?
Right-click an object and select Delete. The Delete Objects dialog box is
displayed if the following conditions are satisfied:
the selected object has dependent objects, and the user confirms
deletion of the object.
the option to view dependent objects has been set in the Preferences
dialog box.
What can I do with it?
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What is it?
The Find dialog box allows you to easily find existing objects in your
system.
How can I access it?
Select Find from the Edit menu or click Find on the Edit toolbar.
What can I do with it?
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Look in: Use this box to specify the location from which the search will
begin. This can be as general as the root directory of your system or a
particular subfolder within the system hierarchy. For example, you can
look in the \\Applications directory or in the
\\Applications\Microstrategy Tutorial\Services
directory. Click the browse button to open the Browse for Folder
dialog box to navigate to the appropriate search location. If you are not
sure which subfolder an object is in or want to search all subfolders in a
folder, select the Include subfolders check box. All subfolders within
the folder identified in the Look in box will be searched.
Note: When a search is performed based on an object name, the search
looks at object names for all locales. However, the object names that are
returned are displayed in the display locale. In other words, if you create
an object and name it English Object in the display locale and name the
same object French Object in the French locale, a search for French
returns English Object in the Find dialog box.
Date tab
The Date tab allows you to search for an object based on its creation or
modification date. Select the Limit search results based on creation or
last modified date check box to activate this option. Then specify one of
the following dates:
Between the dates: Select to specify two dates between which the
object you want to find was created or modified. Either type the dates in
the two boxes or click the arrow on the right of each box to select a date
from a calendar.
During the previous ... day(s): Select to specify the number of days
back from the current date to search for the object. Either enter the
number or use the arrows to select a number. If you select 5, for
example, only objects created in the last five days are part of the search.
During the previous ... month(s): Select to specify the number of
months back from the current month to search for the object. Either
enter the number or use the arrows to select a number. If you select 2,
for example, only objects created in the last two months are part of the
search.
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Type tab
The Type tab allows you to search for particular types of objects. For
example, you can search for subscription sets or services or certain types
of documents.
On the Type tab, select the object types and subtypes from the list. By
default, all objects types are selected. If you select an object type that
contains subtypes, for example, Application Objects, all subtypes are
automatically selected. The object types in the list expand and collapse to
show and hide subtypes.
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Dependencies tab
The Dependencies tab allows you perform advanced searches based on
object dependencies. This search is available only for administration and
application objects. You can also right-click any Administration or
Application object and select the Find dependents option to view the list
of dependents for that object. Select the Perform search based upon
object dependencies check box to enable the search options.
Add: allows you to add an object to the search list.
Remove: allows you to remove an object from the search list.
You can perform a search based on two options.
that use the selected object: Select this option if you want to search for
objects that use the selected object.
that are used by the selected objects: Select this option if you want to
search for objects that are used by the selected object.
You can select multiple objects, and search for dependents based on two
options.
Belong to at least one of the selected objects: Select this option if you
want to search for an object that belongs to at least one of the selected
objects.
Belong to all of the selected objects: Select this option if you want to
search for an object that belongs to all of the selected objects.
Search for objects recursively: enables the search to include all files and
subdirectories within the main search directory. This check box is not
selected by default.
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Type
Modification time
Creation time
Path
Status
Owner
It also allows you to set the browsing options:
Show hidden objects: allows you to view hidden and embedded objects
in the object browser of Narrowcast Administrator. This check box is
enabled only if the browsing options are set in the Preferences dialog
box. For more information, see Preferences Dialog Box.
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C H A PT E R
10
Names and
Descriptions Dialog
Box
10.
10
What is it?
The Names and Descriptions dialog box allows you to change the name
of an object within each locale defined in the system. For any one locale,
an object can have descriptions for multiple environments such as Web,
wireless, and voice. This dialog box allows you to set a description for each
environment for each locale defined in the system.
How can I access it?
For each locale, you can change the following items for the selected object:
name
description for the console environment
description for the Web environment
description for the wireless environment
description for the voice environment
For more information, refer to the following How Do I...? topic:
Narrowcast Administrator Procedures
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Narrowcast Server does not allow two objects with the same name to
reside in the same folder. However, because of the fact that each object can
have a different name in each locale it is important to recognize that no two
objects can ever have the same name for any locale, if they reside in the
same folder.
I
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T
E
R
F
A
C
E
name of an object because another object in the same folder already has
that name, the other object might have that name in a different locale than
the one you have configured Narrowcast Administrator to display.
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C H A PT E R
11
11.
11
What is it?
The Properties dialog box allows you to view the properties of the
selected object.
How do I access it?
Through the Properties dialog box you can view object properties.
For instructions on this topic, refer to the following How do I...? topic:
Narrowcast Administrator Procedures
109
I
N
T
E
R
F
A
C
E
Tip: You can select the ID for an object using the mouse, and then copy it
to the clipboard by pressing CTRL+C. This can be useful, for example, for
capturing the IDs for devices.
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F
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C
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110
Chapter 11
C H A PT E R
12
Preferences Dialog
Box
12.
12
What is it?
The Preferences dialog box allows you to set the browsing options in the
object browser and also set preferences for object deletion in the
Narrowcast Administrator.
How do I access it?
From Tools menu select Preferences. The Preferences dialog box opens.
What can I do with it?
111
I
N
T
E
R
F
A
C
E
If you select this check box and then delete an object, the system
prompts you to confirm the deletion. If you confirm the deletion, the
Delete Objects dialog box opens, displaying all the dependents of the
object. For more information on the Delete Objects dialog box, see
Delete Objects dialog box layout.
If you do not select this check box and then delete an object, the system
prompts you to confirm the deletion. If you confirm the deletion, the
system displays a message that it cannot delete the object because the
object has dependents, and prompts you to choose to search for the
dependents. If you choose to search for the dependents, the Find dialog
opens, displaying the dependent objects.
I
N
T
E
R
F
A
C
E
Show hidden objects: allows you to view hidden and embedded objects
in the object browser. The Show hidden objects check box in the
Display Options tab of the Find dialog box is enabled only if you select
this check box. This check box also governs the display of hidden
folders from the metadata when upgrading to a newer version of
Narrowcast Server.
Allow all Narrowcast Server administrators to access each
registered system on this machine: allows Narrowcast Administrator
to display either the shared repository connection or the users
individual repository connection. In earlier Narrowcast Server versions,
the repository connection information was stored in the registry keys
that are specific to your user. You created your own connections and the
connections that were created by other users were not visible. In
Narrowcast Server version 8.1.1, you can decide if you want to share
your repository connection information with other users. You can share
your repository connection information across various users by
selecting this check box. Once the setting is changed to read from the
system-specific registry keys, it overrides the entries in the user-specific
registry keys.
Important: You can edit the setting and create shared repository
connections only if you are a Windows NT administrator.
112
SECTION III
How Do I...?
III
H
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113
H
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114
C H A PT E R
13
13
Narrowcast
Administrator
Procedures
13.
Begin
This Getting Started Guide includes a built-in tutorial for getting you
started with MicroStrategy Narrowcast Server. Instructions for installing
and using the MicroStrategy Tutorial for Narrowcast Server can be found
in the following chapters of this guide:
Narrowcast Server System
H
O
W
D
O
By reading this information and following along with the steps described
on your own computer, you can create a working Narrowcast Server
system including a Subscription Portal and a working service.
To hide or display the folder list, select Folder List from the View
menu. This option works as a toggle, hiding and displaying the Folder List.
Large Icons
Small Icons
115
4. To sort the items in the Folder List, select one of the following from
the View menu:
H
O
W
By Name
By Type
By Date
By Owner
By Modified Date
By Status
D
O
Steps
3.
4. Select from the drop-down list the Environment for which to change
the description.
5.
6.
Select the object for which you wish to change the status.
116
2.
From the Edit menu, select Find. The Find dialog box opens.
3.
4.
From the View menu, select required options, or click the required
icons on the toolbar.
D
O
Create a service
Steps
1.
2.
3.
4. Follow the steps in the Service Wizard to create your service. For
more information about using the Service Wizard, refer to Creating
Services in the MicroStrategy Narrowcast Server Application Designer
Guide.
Create a subscriber
Steps
1.
H
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W
117
4. Define the new user and click OK. For more information about
defining subscriber users, refer to The Subscription Book in the
MicroStrategy Narrowcast Server Application Designer Guide.
Create a subscription
Steps
1.
5.
Click Save and Close to exit the Static Subscription Set Editor.
2.
3.
118
5.
Click OK to save the settings and close the Preferences dialog box.
6.
Right-click the object you want to delete and select Delete from the
shortcut menu. You are prompted to confirm the deletion.
7. Select Yes to confirm the deletion. The Delete Objects dialog box
opens. It displays all the dependent objects.
8.
Click Delete All to delete the selected object with all its dependents.
H
O
W
2.
D
O
4.
If the system is not currently running, you are asked whether you
would like to start the server. Click Yes.
5.
If the service uses more than one subscription set, you are asked to
choose which of the available subscription sets you want Narrowcast
Server to use when executing the service. Select the desired subscription
set and click OK.
2.
From the Edit menu, select Find. The Find dialog box opens.
3.
4. On the Date tab, select the Limit search results based on creation
or last modified date check box.
5.
119
6.
Click Find Now. The search executes and a list of the objects found
appears.
H
O
W
D
O
I
1.
2.
From the Edit menu, select Find. The Find dialog box opens.
3.
On the Name and Location tab, enter or select the name of the object
you want to find in the Named box.
4. For the location, click the browse button next to the Look in box. The
Browse for Folder dialog box opens.
5.
Select the location from which the search should start and click OK.
The path appears in the Look in box.
6. To search through all subfolders of the folder identified in the Look
in box, select the Include subfolders check box.
7.
Click Find Now. The search executes and a list of the objects found
appears.
120
1.
2.
From the Edit menu, select Find. The Find dialog box opens.
3.
4.
5.
Click the browse button to open the Object Browser dialog box.
6.
7.
8.
Click Find Now. The search executes and a list of the objects found
appears.
2.
From the Edit menu, select Find. The Find dialog box opens.
3.
H
O
W
D
O
I
4.
5.
Click the browse button to open the Object Browser dialog box.
6.
7.
8.
Click Find Now. The search executes and a list of the objects found
appears.
2.
From the Edit menu, select Find. The Find dialog box opens.
3.
4.
5.
Click Find Now. The search executes and a list of the objects found
appears.
121
H
O
W
D
O
Step
Set preferences
Steps
1.
Select the Show hidden objects check box, which allows you to
view hidden and embedded objects in the object browser. This check box
also governs the display of hidden folders from the metadata when
upgrading to a newer version of Narrowcast Server.
5.
122
Click OK to save the settings and close the Preferences dialog box.
On the Console tab, select a Locale from the drop-down list. This
locale is used on the Narrowcast Administrator display.
3.
Click OK.
Note: You must exit and return to the Narrowcast Administrator before
locale changes take effect. The console will then show object names and
descriptions for the selected locale.
H
O
W
D
O
Steps
1.
2.
123
From the System menu, select your system name, then select Start
System.
From the System menu, select your system name, then select Stop System.
H
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W
D
O
124
1.
2.
Type
Owner
Creation Time
Modification Time
Description
2. Click the Scheduled Services object in the object browser folder list.
Services scheduled to execute the soonest appear in the object browser
folder contents window. The services shown depend on the service queue
parameters specified.
services to be executed. Since the listing is not dynamic and does not
update to reflect recently executed services, it must be refreshed whenever
an accurate list of upcoming services is needed. However, the listing is
automatically updated whenever a service is activated or deactivated in the
object browser.
H
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125
H
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126
SECTION IV
Appendixes
IV
127
128
Appendixes
APPENDIX
Reference by user
User
Information Units
Application administrator
Portal administrator
Application designer
Subscription
administrator
129
User
Information Units
System administrator
System developer
Reference by tool
The information that follows is broken into three tables, each
corresponding to one of the following tool categories:
editors
wizards
dialogs
Reference by editor
Editor
Device
Information Units
Documented Under
Device Editor
HTML Document
Locale Editor
130
Editor
Service
Information Units
Documented Under
Service Editor
Subscription
Book
Subscription
Properties
User Properties
Reference by wizard
Wizard
Information Units
Documented Under
Configuration
Information
Source
Installation
Installation Wizard
Reference by tool
131
Wizard
Information Units
Documented Under
Portal
Administrator
Publication
Schedule Wizard
Service Wizard
Information Units
Documented Under
Add Accounts
Document
Formatting
Module - Excel
Document
Properties
132
Distribution Manager
Configuration dialog box
Dialog
Information Units
Documented Under
Execution Engine
Configuration
Execution Engine
Configuration dialog box
Import File
Information
Source
Information
Transmission
Module - SMTP
Modify Schedule
Queue
Parameters
Name\Descriptio
n Entry
Information Transmission
Module dialog set
Names and
Descriptions
Narrowcast Administrator
console
Reference by tool
133
Dialog
Properties
Information Units
Documented Under
Question Object
Register
Information
Source Module
Register
Information
Transmission
Module
Register
Subscription
Book Module
Save Information
Source
Register Document
Formatting Module dialog box
Information Transmission
Module dialog set
Select
Information
Source
Subscription
Selection
134
Dialog
Information Units
Documented Under
System
Governing
Settings
User Details
Information
Source
Reference by tool
135
136
SECTION V
Glossary
137
138
Glossary
G L O S S A RY
MicroStrategy
Narrowcast Server
Glossary of Terms
account
Used to identify an address when displayed by receiving systems. For email delivery, this string is used to identify the e-mail address. For
example, johnsmith@microstrategy-tutorial.demo might
be displayed as John, Smith by the receiving e-mail client.
Address ID
139
administration object
Glossary
The Narrowcast Server components that create and define the message,
define recipients, and schedule message transmission. These objects are
created by application designers and administered by the application
administrator. They include
document
imported file
information object
publication
question object
schedule
service
subscription set
application program interface (API)
Glossary
141
attribute
A data level defined by the system architect and associated with one or
more columns in a database table. Attributes include things like Region,
Order, Customer, Age, Item, City, and Year. They provide a handle for
aggregation and filtering.
See also:
attribute element
attribute form
attribute element
Any of the unique values for an attribute or metric object. It might consist
of one or more attribute forms. For example, New York and Dallas are
elements of the attribute City, and January, February, and March are
elements of the attribute Month.
attribute form
One of several columns in an attribute that are different aspects of the same
thing. ID, Name, Last Name, Long Description, and Abbreviation could be
forms of an attribute called Customer. Every attribute supports its own
collection of forms.
authentication
Object used by an information source that specifies who the user is and the
security context within which that user will interact with that information
source. Contains the security information required to make a connection or
perform task execution. Depending on the information source module, it
should contain information such as the user login name and password. For
a MicroStrategy Information Source, the object is a MicroStrategy user.
See also personalization object.
backup domain controller (BDC)
Glossary
See also:
primary domain controller (PDC)
domain controller
Windows domain
BDC
A special data storage method in which recently accessed values are stored
for quick future access. Caching is used primarily to improve report
execution performance.
client
A file format that allows tabular data to be represented within a plain text
file. Each line of text represents a row of data, and each value on a line
represents a field or cell within the row represented by that line. Cell values
Glossary
143
on a line are separated by commas and are typically enclosed in doublequotes ("). Files in CSV format can be loaded into Microsoft Excel and
other graphical editors for easy editing.
component
144
Glossary
database connection
For each information object or question object in the system, a user can
have any number of user preferences. One of the user preferences for each
information object or question object can be marked as a users default
preference, that is, this users default answer to that information object or
question object. When a subscription is created and the list of user
preferences is displayed for each information object or question object, the
default user preference for every question object (if any) is preselected. If
any question object is hidden in the service to which the user is
subscribing, Subscription Portal automatically uses the users default user
preference as the answer to the hidden question object (assuming there is
one for that question object).
See also:
question object
user preference
delivery window
Glossary
145
device
Numeric ID value used to indicate the delivery method and device that a
recipient prefers. Devices are specified for subscriptions in dynamic
subscription sets by providing the Device ID for each recipient. Device IDs
are found under the properties for each device within Narrowcast
Administrator. For example, one subscription might specify Outlook 2000,
while another recipient might specify a Nokia phone. One subscriber then
only receives e-mail content formatted for Outlook while the other
subscriber only receives wireless content formatted for this phone.
DFM
146
Glossary
See also:
Subscription Book
Lightweight Directory Access Protocol (LDAP)
display locale
Glossary
147
document
Transforms the raw data of the information objects and the structure of the
document templates into a complete, formatted document. The operations
of document formatters include such tasks as XSL processing and
transformation, XML merging, character replacement, and string padding.
Formatting rules might account for device characteristics, locale
definition, and other recipient-specific formatting control information.
document formatting module (DFM)
Provides the structure and layout for a document. For example, an Excel
document template includes the basic workbook structure, any predefined
macros, and static worksheet content.
domain
See:
Windows domain
Internet domain
148
Glossary
domain controller
Glossary
149
Determines how content is generated for the users who receive it. When a
document is created, the application designer can specify that the
document should be executed in a specific execution locale. The definition
of the locale then controls how information should be gathered, formatted,
packaged and delivered for this document. For example, an application
designer might define a French and a German locale to gather information
150
Glossary
Used for grouping and storing a set of objects that are related such as
documents, publications, services, or all objects used by a particular
service.
governing parameters
Glossary
151
idle state
Glossary
Indicates the format of the data returned by the information object and how
Narrowcast Server can use this data. Three types are available:
Text: returns a plaintext string that is inserted directly into a document's
content.
XML: returns an XML string that must be combined with an XSL
stylesheet to produce content appropriate for each type of document.
Image: returns an image in JPG format that is inserted directly into the
document's content.
See also information object.
information source
Glossary
153
154
Glossary
ITM
A Java API that enables Java programs to execute SQL statements. This
allows Java programs to interact with any SQL-compliant database. Since
nearly all relational database management systems (DBMSs) support
SQL, and because Java itself runs on most platforms, JDBC makes it
possible to write a single database application that can run on different
platforms and interact with different DBMSs. JDBC is similar to ODBC,
but is designed specifically for Java programs, whereas ODBC is
language-independent.
SequeLink
Glossary
155
Allows Windows applications to send e-mail messages through external email programs. Designed primarily to connect client applications such as
Microsoft Outlook to mail servers such as Microsoft Exchange Server. Not
intended for server-to-server communications.
156
Glossary
See:
dynamic subscription set
information object
personalized page execution
MIME
Part of the MIME specification; the inclusion of more than one body part
in a body section within a MIME message. This is typically used to enable
the inclusion of separate text and HTML message bodies, embedded
images, and other body parts within an e-mail message.
See also multipurpose Internet mail extensions (MIME).
multipurpose Internet mail extensions (MIME)
Glossary
157
The basic building block with which systems and applications are
constructed. An object is an entity that is created by Narrowcast
Administrator and Subscription Portal users, and is used to define a
system's configuration, to construct an application, or to define user
personalization. Each object definition is stored in an information
repository such as the Narrowcast Server Object Repository. Examples of
objects include information transmitters, devices, information sources, and
locales, which combine to control how a system should operate, and
services, documents, and information objects, which work together to
control how applications deliver information.
158
Glossary
ODBC
Glossary
159
personalization
The process whereby each subscriber receives data that has been filtered
and formatted specifically for him. Narrowcast Server uses locale,
subscription, and personalization objects to personalize services.
See also:
locale
personalization object
subscription
personalization object
160
Glossary
The address location used to locate recipients and deliver messages. For email delivery, this is a standard SMTP address in the form
recipient@domain.xxx. No physical address is required for delivery to the
Subscription Portal. The physical address required by other information
transmitters depends on the individual information transmitter.
PIN
A site that offers a centralized access point for finding and managing
information via a variety of different services. It offers a broad array of
resources and services, such as e-mail, discussion forums, search engines,
and other online services. A portal is accessible through the use of a Web
browser (for example, Microsoft Internet Explorer, Netscape, and the like).
See also:
Subscription Portal
Glossary
161
preference object
See role.
project
162
Glossary
prompt
A server that sits between a client application, such as a Web browser, and
a real server. Enhanced the security of your intranet by preventing
unauthorized access by someone on the Internet. Also enhances
performance by caching recently accessed Web pages, which minimizes
download time.
publication
Glossary
163
question object
Type of personalization object that specifies the questions to ask the user
to determine the users preferences. Answers are used as preference
objects. For a MicroStrategy Information Source, a question object is
defined by choosing a report, and the questions to be asked depend on the
definition of that report.
In personalized page execution mode, the question asked of the user is
what page to return, using the page-by function. In personalized report
execution mode, the questions include all prompt objects defined on the
selected report except the security object prompt.
See also:
page-by
personalization object
preference object
report
164
Glossary
role
Glossary
165
security object
The task of dividing the subscriptions within a subscription set into equalsized groups or segments and ensuring that all subscription information
objects and content information objects return only information for
subscriptions in the current segment. Subscription sets are always
segmented using Subscription ID, and the boundaries of segments are
specified as Subscription ID values. For the MicroStrategy Information
Source, segmentation can either be performed automatically by
Narrowcast Server, or the application designer can control how the
subscription set is segmented and how subscription information objects
and content information objects constrain the information they return.
Segmentation ID
166
Glossary
Glossary
167
service
168
Glossary
slicing
Abbreviation for short message peer to peer protocol, the specification for
the interface between short message entities such as information service
applications like MicroStrategys Narrowcast Server and the SMSC. This
is the most widely used protocol for sending SMS messages.
SMS
Glossary
169
Document content that is contained directly in the document and does not
change from one service execution to the next. It cannot be personalized
for different subscribers. Examples include an HTML template, a static
URL, and so on.
See also dynamic content.
static subscription set
See device.
subscriber
Glossary
subscription
A software component that provides the ability to create, edit, and use the
objects within a Subscription Book. Those objects include users,
addresses, and subscriptions.
See also Subscription Book Repository.
Subscription Book Repository
Glossary
171
subscription information
172
Glossary
subscription set
Glossary
173
system locale
A special locale in which all objects are guaranteed to have a name. Since
objects can be given names in more than one locale, it is necessary to have
one locale where a name is always exists. The system locale serves this
role. The system locale cannot be deleted, but its settings can be modified
to control execution.
See also:
locale
display locale
execution locale
selection locale
user locale
system tables
The table or set of tables containing the names of, and information about
all non-temporary tables in a data warehouse.
table
See document.
transmitter
174
Glossary
user
Object that tracks general user information. First, users instantiate the
concept of an account, allowing a login ID and password to be associated
with a user, thus enabling the creation of self-subscription interfaces that
can enforce authentication requirements. Second, users allow all
personalization settings to be defined at the account level. Finally, users
provide the structure necessary to allow one user to have multiple
addresses, such as a pager address and an e-mail address, so that
personalization can be applied consistently across them.
See also:
end user
console user
user account
See also:
application administrator
service designer
subscription administrator
system administrator
system developer
User ID
The collection of information, including first name, last name, address, zip
code, and other personal information, that changes from one subscriber to
the next.
Glossary
175
user locale
Defines which content the user receives. This is set up by either the
subscription administrator via Narrowcast Administrator or by the user via
Subscription Portal. The user locale must match the selection locale.
See also:
locale
display locale
execution locale
selection locale
system locale
user preference
176
Glossary
virtual directory
Pronounced wizzy-wig, stands for what you see is what you get. A
WYSIWYG application is one that enables you to see on the display screen
exactly what appears when the document is printed. This differs, for
example, from word processors that are incapable of displaying different
fonts and graphics on the display screen even though the formatting codes
have been inserted into the file.
XML
Glossary
177
tags, which provide information about how to display data, and attributes,
which provide characteristics about a tag and also about the underlying
data. Each piece of underlying data is called an element.
XSL
178
Glossary
Index
A
accounts, Microsoft Windows 17
Active Server Page 15, 50
addresses 27
administration 11
alerting 39
appearance of Narrowcast Administrator, changing 115
Application toolbar options, Narrowcast Administrator 87
architecture xi
ASP see Active Server Page
authentication objects 59
B
beginning 115
benefits
high performance xii
intelligent alerting xi
open architecture xi
scalability xii
Business Activity Monitoring
Service 1a Sales Executive - Quarterly Sales Analysis 31
Service 1b Regional Marketing Manager - Sales Trend
Update 35
Service 1c Regional Sales Manager - Call Center
Performance Update 37
Service 1d Call Center Manager - Employee Performance
Alert 40
Service 1e Sales Director - Sales Performance Analysis 43
C
changing
Narrowcast Administrator display 115
object names and descriptions 116
object status 116
channels 26, 27
character sets 58
computers, Microsoft Windows 16
condition evaluation 55
configure the Tutorial system 21
content
dynamic 66
formatting 66
generation 58
management xii
selection 57
content information objects 42, 51, 52
Create a Service page 23
creating
services 117
subscribers 117
subscriptions 118
Customer Relationship Management
Service 3a Customer - Significant Buyer Retention 48
Service 3b Customer - Repeat Buyer Incentive 52
D
Delete Objects dialog box 97
deleting objects
with all its dependents 118
delivery
to e-mail address 44
to network location 44
to printer location 44
Delivery Engine 14
delivery methods, multiple 35, 45
Desktop documents
HTML 65
Report Services 64
devices 57
display locales, setting 123
distribution managers 14
document creation process 60
document formatters 14, 67
document process 60
documentation, online xviii
documents 67
dynamic content 66
dynamic subscriptions 41, 48, 51
E
Edit menu options
administration object focus 82
application object focus 83
179
F
features
content management xii
formatting xiii
profile management xii
profile-based personalization xii
Subscription Portal xii
transmission xiii
Find dialog box 99
finding objects
based on creation or modification dates 119
based on name and location 120
particular types 121
used by another object 120
flexibility of platform 11
folder structure 34
formatting xiii
G
graphs
color 32
formatting 32
H
Help toolbar options, Narrowcast Administrator 87
Home page 22, 88
HTML documents, Desktop 65
I
image links 52
information acquisition 60
information acquisition process flow 60
180
Index
information objects
content 42, 51, 52
overview 63
subscription 41, 48, 49, 52
information source modules 63
information source personalization 58
information sources 14, 63
information transmission modules 68
information transmitters 14, 68
installing and configuring
MicroStrategy Tutorial - Delivery 16
Narrowcast Server 16, 19
intelligent alerting xi
inventory analysis 46
ISM see information source modules
ITM see information transmission modules
J
Java Server Page 50
jobs see services
JSP see Java Server Page
L
languages see locales
languages, multiple 45
launching Subscription Portal 122
link to existing MicroStrategy report 44
locales 57, 59
locales, display - setting 123
log in 27
M
menu bars, Narrowcast Administrator 81
messages
generation 3
see also services
tracking 49
transmission 68
Microsoft Internet Information Server 15
Microsoft Windows
accounts 17
computers 16
MicroStrategy
Intelligence Server 18
Logging Server 14
report 64
N
Names and Descriptions dialog box 107
Narrowcast Administrator
Application toolbar 87
Edit menu (administration object focus) 82
Edit menu (application object focus) 83
Edit toolbar 85
Execution queue toolbar 87
Help toolbar 87
introduction 79
menu bars 81
Narrowcast Server Home page 88
refreshing 122
Schedule queue toolbar 87
System menu 84
System toolbar 87
toolbar 85
Tools menu 85
user tasks 79
Narrowcast Server system
starting 124
stopping 124
network location delivery 44
O
Object Repository 14, 17
objects
changing name and description 116
changing status 116
checking the impact of modifying an object 117
deleting an object with all its dependents 118
finding based on creation or modification dates 119
finding based on name and location 120
finding objects that use another object
finding objects
that use another object 121
finding objects used by another object 120
finding particular types 121
viewing properties 124
online
documentation xviii
help xvii
P
performance xii
personalization
characteristics 56
profile-based xii
using user preferences 36
personalized page execution 41, 42
PIN 49
Portal 26
Portal Repository 26
portal systems 25
portals 26
Preferences 111
preferences 59
Preferences dialog box 111
printer location delivery 44
process flow, information acquisition 60
profile management xii
projects see information sources
prompts 37, 38
Properties dialog box 109
R
recipient determination 55
recipients see subscriptions
refreshing Narrowcast Administrator 122
relational databases 17
Report Services documents 64
report translators see document formatters
report types see documents
Index
181
S
sales
coupons 48, 52
goals 37
increase 35
information 31
inventory 46
sales performance 43
scalability xii
Schedule queue toolbar options, Narrowcast Administrator 87
scheduled services, viewing 125
schedules 8, 55
security objects 59
segmentation 51
SequeLink 15
Service Editor 4
service execution flow 55
service queue parameters, setting 123
Service Wizard 4
services
basic 32
creating 117
definition 8
executing 119
execution 55
overview 3
running 119
running first 8
sample 15
viewing schedules 125
setting
display locales 123
service queue parameters 123
sites 26
starting Narrowcast Server system 124
static subscription sets 43
stopping Narrowcast Server system 124
182
Index
stylesheets 47
Subscribe via the Web page 23
subscribers
creating 117
overview 56
Subscription Book 32
Subscription Book Repository 14
subscription information 48, 66
subscription information objects 41, 48, 49, 52
Subscription Portal xii, 15, 25, 27, 33
Subscription Portal, launching 122
subscription sets 6, 56
subscriptions
creating 118
definition 56
overview 27
Supply Chain Management
Service 2a Supplier - Seasonal Sales Alert 45
Service 2b Supplier - Low Inventory Alert 46
system information 44, 66
System menu options, Narrowcast Administrator 84
system overview 11
System toolbar options, Narrowcast Administrator 87
T
tasks
application administration xv
application design xv
application development 72
getting started xiv
introduction 69
subscription administration xv
system administration xv, 74
system development xvi
system setup 70
technical support xviii
threshold values 40
toolbars
Application 87
Edit 85
Execution queue 87
Help 87
options 85
Schedule queue 87
System 87
Tools menu options, Narrowcast Administrator 85
transmission
introduction xiii
parameters 57
recording 50
see also services
transmitters see information transmitters
trends 31, 35, 45
tutorial
pages 22
requirements 16
services 29
setup 18
Tutorial Configuration dialog set
accessing 95
introduction 95
Select MicroStrategy Intelligence Server dialog box 96
Summary dialog box 96
Welcome dialog box 96
tutorial services
Service 1a Sales Executive - Quarterly Sales Analysis 31
Service 1b Regional Marketing Manager - Sales Trend
Update 35
Service 1c Regional Sales Manager - Call Center
Performance Update 37
Service 1d Call Center Manager - Employee Performance
Alert 40
Service 1e Sales Director - Sales Performance Analysis 43
Service 2a Supplier - Seasonal Sales Alert 45
Service 2b Supplier - Low Inventory Alert 46
Service 3a Customer - Significant Buyer Retention 48
Service 3b Customer - Repeat Buyer Incentive 52
V
viewing
object properties 124
scheduled services 125
U
user
information 65
preferences xii
user assistance
contact numbers xix
documentation structure xvi
online documentation xviii
online help xvii
reporting a problem xxi
technical support xviii
users and tasks xiv
Index
183
184
Index