MicroStrategy 培训教程
MicroStrategy Narrowcast Server 基础
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MicroStrategy Narrowcast 基础 目录
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前言...................................................................................................................................................1
1. Narrowcast Server 概要........................................................................................................5
1.1 课程描述.......................................................................................................................5
1.2 课程目标.......................................................................................................................5
1.3 什么是 Narrowcast Server？.....................................................................................5
1.4 Narrowcast Server 特性.............................................................................................6
1.4.1 智能预警...........................................................................................................6
1.4.2 开放架构...........................................................................................................6
1.4.3 高性能和伸缩性...............................................................................................6
1.4.4 基于 Web 的自订阅门户.................................................................................6
1.4.5 配置文件管理...................................................................................................7
1.4.6 内容管理...........................................................................................................7
1.4.7 基于个性化的配置文件...................................................................................7
1.4.8 格式化和传输...................................................................................................8
1.4.9 广泛的设备支持...............................................................................................8
1.5 Narrowcast Server 架构.............................................................................................8
1.5.1 以上提到组件的基本工作流程如下： ...........................................................8
1.5.2 知识库...............................................................................................................9
1.5.3 Narrowcast 管理器 .........................................................................................9
1.5.4 传输引擎...........................................................................................................9
1.5.5 模块组件.........................................................................................................10
1.5.6 Sequelink .......................................................................................................10
1.5.7 门户对象.........................................................................................................11
2. 使用静态订阅集的服务.........................................................................................................12
2.1 课程描述.....................................................................................................................12
2.2 课程目标.....................................................................................................................12
2.3 Narrowcast Server Services ....................................................................................12
2.3.1 什么是服务？.................................................................................................12
2.3.2 什么是订阅集？.............................................................................................13
2.4 练习：使用文件传输方法创建服务.........................................................................13
MicroStrategy Narrowcast 基础 目录
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2.5 练习：使用 e-mail 传输方法创建服务....................................................................19
3. 使用动态订阅集（Dynamic Subscription Set）的服务 ...................................................22
3.1 课程描述.....................................................................................................................22
3.2 课程目标.....................................................................................................................22
3.3 订阅与订阅集.............................................................................................................22
3.3.1 什么是订阅集？.............................................................................................22
3.4 练习：创建使用动态订阅集的服务.........................................................................23
4. 服务执行流程.........................................................................................................................31
4.1 课程描述.....................................................................................................................31
4.2 课程目标.....................................................................................................................31
4.3 服务执行流程.............................................................................................................31
4.4 内容信息对象.............................................................................................................33
4.4.1 什么是信息对象？.........................................................................................33
4.4.2 创建内容信息对象.........................................................................................33
4.5 文档.............................................................................................................................35
4.5.1 什么是文档？.................................................................................................35
4.5.2 HTML 文档....................................................................................................36
4.5.3 纯文本文档.....................................................................................................38
4.5.4 Excel 文档 ......................................................................................................39
4.6 导入文档.....................................................................................................................40
4.6.1 什么是导入文件？.........................................................................................41
4.6.2 导入文件与文档关联.....................................................................................41
4.6.3 Desktop 文档 .................................................................................................42
4.6.4 发布.................................................................................................................44
4.6.5 创建一个发布.................................................................................................45
4.7 调度.............................................................................................................................47
4.7.1 什么是调度.....................................................................................................47
4.7.2 创建一个调度.................................................................................................47
4.8 Subscription 集 .........................................................................................................49
4.8.1 什么是 Subscription 集？.............................................................................49
MicroStrategy Narrowcast 基础 目录
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4.8.2 创建一个静态的 Subscription 集.................................................................49
4.9 服务（Services） ......................................................................................................50
4.9.1 什么是服务（Services）？...........................................................................50
练习：创建简单的 Narrowcast Server 服务......................................................................59
练习：创建一个服务发布季度销售报表.............................................................................62
5. Web 发布和管理....................................................................................................................71
5.1 什么是 Web 发布？...................................................................................................71
5.2 通过 MicroStrategy Web 的电子邮件订阅.............................................................73
5.3 通过 MicroStrategy Web 订阅文件.........................................................................77
5.4 通过 MicroStrategy Web 进行打印订阅.................................................................80
5.4.2 首选项.............................................................................................................82
5.4.3 MicroStrategy Web 发送如何工作..............................................................82
5.5 练习：配置 Narrowcast Server...............................................................................83
5.5.1 配置 Microstrategy Narrowcast Server 的 email、文件和打印订阅......83
5.5.2 信息源配置.....................................................................................................83
5.5.3 提供一个 Microstrategy Web 用户权限来通过 E-MAIL 订阅一张报表 .85
6. 个性化.....................................................................................................................................87
6.1 课程描述.....................................................................................................................87
6.2 课程目标.....................................................................................................................87
6.3 个性化的商业需求.....................................................................................................87
6.3.1 什么是个性化？.............................................................................................87
6.3.2 个性化的类型.................................................................................................88
6.3.3 信息源个性化.................................................................................................90
6.4 信息源向导.................................................................................................................90
6.5 报表执行个性化.........................................................................................................93
6.6 创建首选项对象.........................................................................................................94
6.6.1 高级技术.........................................................................................................95
6.7 问题对象.....................................................................................................................95
6.7.1 优势：.............................................................................................................95
6.7.2 前提条件.........................................................................................................96
MicroStrategy Narrowcast 基础 目录
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6.7.3 问题对象和个性化.........................................................................................96
6.7.4 在问题对象提示中限制对于用户可用的选择 .............................................96
6.8 创建问题对象.............................................................................................................97
6.9 个性化和系统性能.....................................................................................................98
6.10 复习：.....................................................................................................................98
6.11 练习：创建一个基本的个性化报表执行服务 .....................................................98
6.11.1 创建 Microstrategy Desktop 对象 ..............................................................99
6.11.2 创建 Narrowcast 对象 ................................................................................100
6.12 练习：带有问题对象的个性化服务...................................................................103
6.12.1 创建 Microstrategy Desktop 对象 ............................................................103
6.12.2 创建 Narrowcast 对象 ................................................................................104
7. 个性化页面执行...................................................................................................................111
7.1 课程目标...................................................................................................................111
7.2 个性化页面执行的优点...........................................................................................111
7.2.1 个性化页面执行...........................................................................................111
7.2.2 Report Service 文档中的分页 ....................................................................113
7.2.3 扩展所有分页...............................................................................................114
7.3 场景 1：带有静态 Subscription Set 的基本个性化页面执行
Service................116
7.3.1 何时使用该功能？.......................................................................................116
7.4 练习：创建一个基本的个性化页面执行 Service .................................................117
7.4.1 创建 MicroStrategy Desktop 对象 ............................................................117
7.4.2 创建 Narrowcast Server 对象....................................................................118
7.5 练习：创建 Service 发送 Report Service 文档.....................................................120
8. 订阅 Portal 的功能 ..............................................................................................................131
8.1 课程描述...................................................................................................................131
8.2 课程目标...................................................................................................................131
8.3 订阅 Portal 概览 ......................................................................................................131
8.4 档案管理...................................................................................................................131
8.4.1 创建一个新帐户...........................................................................................132
8.5 缺省页面...................................................................................................................133
