MicroStrategy 9 is the latest release of the MicroStrategy Business Intelligence (BI) Platform, building upon MicroStrategy’s industry-leading, world-class BI architecture, and significantly enhancing the performance, accessibility, and scalability of the platform even beyond its already high levels. With MicroStrategy 9, companies will be able to easily deploy and maintain BI at any scale, thanks to a wealth of intuitive, self-service features and the most flexible BI technology in the industry.
MicroStrategy 9 provides the following significant new features, products, and enhancements:
Multiple Data Source Support
Feature: MicroStrategy MultiSource Option, a new and fully integrated add-on component of MicroStrategy Intelligence Server, allows users to seamlessly report, analyze, and monitor data across multiple sources through a single business model.
Benefits: Optimal report performance and query times; Fewer servers and IT support required, leading to low BI costs; Easy to gradually migrate from disparate departmental islands of BI into fully integrated, unified enterprise BI.
In-Memory BI
Feature: New Intelligence Cube™ in MicroStrategy OLAP Services, a dynamic in-memory cache that identifies and streamlines the complex queries that typically take a long time to process in the database, reducing server workload and freeing capacity for other applications.
Benefits: Minimal query times and eased peak reporting times; Reduced server workload; Ability to work within analytic “sandboxes” autonomously without impacting enterprise-wide performance.
New Web Interface
Features: A re-engineered, faster, and more intuitive MicroStrategy Web interface that includes innovative self-service features, tree and accordion-style navigation, ribbon toolbars, prompt and filter creation, a new grid and graph designer, easier formatting, and more.
Benefits: Rapid response times; Easy grid, graph, and dashboard design; Minimal need for new report designs and support via the high self-service and easy-to-use interface.
Dashboard Design and Analysis Capabilities
Features: Out-of-the box dashboard templates; quick report-to-document conversion; multi-layout documents, “smart placement” assistants; dashboard autostyles; Expanded library of advanced visualizations for both DHTML and Flash; complete OLAP and drilling; HTML containers; and more.
Benefits: Intuitive, self-service dashboard design for novices, supporting departmental BI by delivering more BI with minimal costs and resources; Rapid dashboard response times
MicroStrategy Distribution Services
Feature: New product, MicroStrategy Distribution Services, a high-volume automated distribution system for reports, dashboards, and business performance alerts via e-mail, file, and print.
Benefits: High-volume, proactive information delivery; Off-loaded peak-hour interactivity lowers BI costs; Time-saving personal distributions and personal alerts.
New Enterprise Reporting Features
Features: Automatic formatting features in MicroStrategy Report Services, such as horizontal repeating sections, dynamically-selected images, vertical text layout, multi-layout reports, automatic table of contents generation, pagination, and watermarks.
Benefits: Quick, easy production of enterprise reports, invoices, and customer statements, without requiring programming or IT support.
Enhanced SQL Engine
Features: Several levels of intelligent SQL generation that eliminate unnecessary SQL passes and significantly improve multi-pass SQL generation.
Benefits: Fast report and dashboard performance, at any time of the day, and at any scale
Internationalization Support
Features: Ability to translate MicroStrategy objects and data, and deploy a single application in multiple languages, enabling users to view MicroStrategy interfaces, reports, metrics, attributes, other metadata objects, and data in their own language.
Benefits: Enhanced collaboration and analysis, as every business user around the world can access essential business information in their own language.
Improved Design and Administration
Features: New, graphical MicroStrategy Architect allowing users to visually map the business model; seamless object migration via MicroStrategy Object Manager; and more.
Benefit: Rapid and streamlined object and application development, delivering fastest time to value, least amount of administrative overhead, and lowest BI costs at any scale.
More Flexible Extension of the Platform
Features: Industry-leading support for portals and “mashup” creation; graphical editing of the MicroStrategy Web interface via Eclipse and other plug-ins; enhanced Adobe® Flex Builder integration for quick data visualization deployment, and more.
Benefits: Easy customization, maintenance, and upgrades, with more flexibility and support for all components within the BI ecosystem.
In addition to these major new sets of functionality, MicroStrategy 9 includes thousands of enhancements across all products in the MicroStrategy platform. Please contact your account representative for more details.
All customers who are currently under maintenance can upgrade to MicroStrategy 9 for all of the products they have licensed. For information on purchasing MicroStrategy 9, contact MicroStrategy directly at 1-888-537-8135.
The table below shows the major new functionality by MicroStrategy product.
Breakthrough Functionality |
Corresponding Products |
Support for Multiple Data Sources |
MicroStrategy Intelligence Server |
In-Memory BI |
MicroStrategy OLAP Services |
New Web Interface |
MicroStrategy Web Professional & Analyst |
Distribution Services |
MicroStrategy Distribution Services |
New Dashboard Design and Analysis Capabilities |
MicroStrategy Intelligence Server |
New Enterprise Reporting Features |
MicroStrategy Report Services |
Enhanced SQL Engine |
MicroStrategy Intelligence Server |
Internationalization Support |
MicroStrategy Intelligence Server |
Improved Design and Administration |
MicroStrategy Architect |
More Flexible Extension of the Platform |
MicroStrategy SDK |
Although MicroStrategy 9 represents a significant breakthrough in functionality, upgrading existing reports to MicroStrategy 9 is seamless. Customers can upgrade their projects by simply pointing their existing metadata to the MicroStrategy 9 Intelligence Server. In addition, MicroStrategy Integrity Manager can automate the regression testing of any or all reports before and after the upgrade. This can potentially reduce upgrade time from several months to just a few hours by eliminating the labor-intensive and error-prone manual testing that most companies perform. MicroStrategy Integrity Manager can also be used to ensure report integrity after other system changes, such as database design changes, database platform changes, VLDB changes, upgrading MicroStrategy to 64-bit operation, and ETL script changes.
MicroStrategy Web and MicroStrategy SDK customizations can be easily migrated from MicroStrategy 7.5.x and 8.x due to the backward compatible nature of the underlying web architecture and parameter driven customization files. Also, the Web Customization Upgrade Utility within MicroStrategy's SDK facilitates customization upgrades. A small number of customizations may need to be manually converted.
MicroStrategy 9 inherits and improves upon all the scalability, caching, scheduling, clustering, security and other enterprise class-IT features of the MicroStrategy platform. Customers should experience improved performance and scalability levels for existing applications after upgrades (exact performance depends upon hardware, usage patterns and other factors). Sizing and performance for new applications follows previously published guidelines.
MicroStrategy 9 introduces several key features that further enhance the high performance of the platform:
MicroStrategy contains over 270 built-in functions in the following categories: Standard, Date and Time, Null/Zero, OLAP, Rank and N-Tile, String, Arithmetic, Comparison, Logic, Data Mining, Financial, Mathematical, and Statistical. MicroStrategy 9 introduces a wide range of new data mining algorithms, statistical predictive, and OLAP functions, as well as improved metric grouping capabilities. Companies can use these types of advanced analytics to develop complex statistical calculations, more effective forecasting metrics, and many different forecast models for the same metric.
MicroStrategy 9 includes the following new products:
In addition, MicroStrategy OLAP Services 9 provides the enhanced Intelligent Cube, a dynamic in-memory cache that leverages the strength of the MicroStrategy Intelligence Server Security and Personalization Engines, and provides analytical flexibility by leveraging the MicroStrategy Intelligence Server Analytical Engine. Learn more about new features in MicroStrategy OLAP Services
Also, in MicroStrategy 9, MicroStrategy Administrator has been divided into three individual products: MicroStrategy Enterprise Manager, MicroStrategy Command Manager, and MicroStrategy Object Manager.
MicroStrategy 9 Intelligence Server is certified to run on Windows 2003, Windows XP, Windows Vista, Windows Server 2008 (64-bit), Linux, Sun Solaris, IBM AIX, and HP-UX. Also, for the first time, MicroStrategy Intelligence Server is certified on 64-bit Java Virtual Machines. MicroStrategy Web is certified on a combination of operating systems, including Windows, Solaris, AIX, HP-UX, and Linux, and application servers such as Microsoft IIS, IBM Websphere, SunOne, BEA Weblogic and Apache/Tomcat.
MicroStrategy MultiSource Option is a new and fully integrated add-on component of MicroStrategy Intelligence Server. It allows users to seamlessly report, analyze, and monitor data across multiple sources through a single business model.
With MicroStrategy MultiSource Option, BI architects can build a single multidimensional model spanning multiple data sources including data warehouses, data marts, operational databases, and departmental databases. Report designers and developers can seamlessly create new reports and documents regardless of these underlying data stores and end-users can enjoy the benefit of deploying quick strike reports, dashboards, and even entire BI applications in minimal time, while leaving the data in its disparate sources. Learn more about MicroStrategy MultiSource Option.
MicroStrategy MultiSource Option allows users to:
In MicroStrategy 9, heterogeneous data access at the schema level supports multiple relational sources. Therefore, you can combine anything that you can access with an ODBC driver, including RDBMS, Excel, text file, SalesForce.com, and even some web services.
MicroStrategy OLAP Services is an extension of MicroStrategy Intelligence Server that provides MicroStrategy Desktop, MicroStrategy Office and MicroStrategy Web users with faster and more extensive analytics as part of In-Memory BI. MicroStrategy OLAP Services 9 brings the power of a completely new version of Intelligent Cubes, a finite set of new objects that are automatically populated by MicroStrategy's multi-pass SQL generation engine. Users can analyze the full depth and breadth of their data warehouse with OLAP Services since no limits are set in data scalability, analytical scope or drill-through capability. Learn more about new features and business benefits of MicroStrategy OLAP Services.
The key benefits of in-memory analytics are speed and analytical flexibility, and the ability to save database capacity. This technology benefits companies in a wide variety of business scenarios, including the following:
Derived Elements are a new feature of MicroStrategy OLAP Services 9 that can be used to enhance the analysis on Intelligent Cube reports and Report Service Documents. Elements of an attribute can be combined spontaneously to create filters, groups, lists and calculations. These new analytical elements can be saved and reused.
MicroStrategy 9 includes a newly re-engineered Web user interface that is designed to be faster, more powerful, and more personal than ever before. The new MicroStrategy 9 web architecture boasts a wide range of performance-enhancing changes that make the interface more interactive and more instantly responsive to user requests. The new interface also includes a wide range of user self-service features that allow every user to have more control over the reports, formats, and data they see, without requiring an IT person to make any changes. These enhancements include:
No. MicroStrategy 9 preserves all existing functionality and workflow paradigms from the previous web interface. Existing MicroStrategy users will feel immediately comfortable using the new interface. In addition, new functionality such as one click toolbars, icons, and dialog boxes will be intuitive to any user familiar with Microsoft Outlook®, Word, Excel, or PowerPoint®.
No. MicroStrategy remains firmly committed to providing all web-based functionality through a zero-footprint thin-client web interface. Through the use of XHTML technologies, functionality is provided across multiple browser platforms (Internet Explorer, Netscape, Mozilla FireFox) without requiring the use of cookies or code downloads. Also, MicroStrategy 9 uses no Java or ActiveX controls.
Users have the ability to maintain separate documents and combine them into a single, finalized document (report book, statement, or dashboard book). The individual documents can be maintained by different users and they can have the following unique qualities:
Enabling users to group together multiple documents into one makes it significantly easier to develop and maintain individual pieces of the unified document.
Users have the ability to drill within the document, drill anywhere, or disable drilling. Drilling capabilities can be applied to a grid or graph, enabling users to perform an investigative analysis directly on a dashboard, scorecard, or enterprise report. Users can drill out of the dashboard to investigate across the data warehouse or multiple data sources and generate new information-rich reports.
Using the multi-select feature, business users can dynamically select any group of elements and create derived element groups on the fly. Elements can be removed or added dynamically and users can create their own calculations between various groups or individual items.
Only one design of the dashboard is required. Flash-advanced visualizations have flash plug-ins that are maintained within the container of the advanced visualization. Flash-advanced visualizations can be rendered in both Flash and DHTML, and the same controls are made available to users, enabling a seamless integration between Flash and DHTML design.
MicroStrategy offers out-of-the box templates that provide a great starting point for dashboard designers. Each template contains a series of containers, or panel stacks, that enable users to quickly add components to each panel stack, such as: text boxes, shapes, reports, grids, graphs, panel stacks, HTML containers, selectors, and widgets. Also, pre-formatted customized templates can be created to place the design experience in the hands of end-users. These pre-formatted templates can include the corporate logo and color layout. Users can simply drag, drop, and select dashboard components to quickly design a dashboard in the matter of minutes.
MicroStrategy Distribution Services is a new product, introduced in the MicroStrategy 9 release. MicroStrategy Distribution Services provides high-volume, automated distribution of reports, documents, dashboards, and business performance alerts via email, file servers, and networked printers. MicroStrategy Distribution Services distributes any and all MicroStrategy reports, documents, and dashboards contained within HTML, Excel, PDF, Flash, Zip, plaintext, and CSV.
MicroStrategy Distribution Services is an integral component of the MicroStrategy 9 architecture – using the full BI infrastructure of MicroStrategy 9. MicroStrategy Distribution Services is installed along with MicroStrategy Intelligence Server, and MicroStrategy Distribution Services functionality is integrated across the platform, as are other service modules such as MicroStrategy Report Services and MicroStrategy OLAP Services.
The personalized, scalable, and cost-saving features of MicroStrategy Distribution Services provide organizations with many important benefits.
Internationalization enables the concurrent deployment of a single project in multiple languages. This ensures that employees and customers all over the world can always access essential business information in their own language. Business users can view MicroStrategy interfaces, as well as their own reports, metrics, attributes, and data in their own language, enabling more convenient and collaborative analysis across the enterprise.
Internationalization is an out-of-the-box capability in MicroStrategy 9, and can be applied to the metadata, as well as the actual data within your organization’s data sources. Metadata objects such as reports, attributes, and metrics can be translated into different languages manually through the Desktop interface or in bulk by extracting them from the metadata into an external database and re-importing them back. This bulk translation can be performed using the Repository Translation Wizard, which is included with MicroStrategy Object Manager. Data can be internationalized by adding new columns to lookup tables or creating new tables that store internationalized data. Attributes can be simply modified to point to the new tables/columns.
Administrators can choose to apply a number of different languages to the project and customize it to the preference of the user. For example, a user from France may see the project in French but a user in Germany may see the same project in German. Additionally, administrators can set languages for individual users if, for instance, user A wants to see all projects in English but User B, being German, wants to see all projects in German. This flexibility allows administrators to deploy one BI application in multiple languages to different users such that the whole process is transparent to them.
Another key feature of MicroStrategy’s internationalization support is that it enables an incremental, phased approach to translating BI applications. Most companies pursue this gradual approach since they may not have complete translations for their data or metadata yet. MicroStrategy enables this functionality by tagging specific attributes as "multi-lingual" attributes, which is done at the attribute form level. When this is tagged, MicroStrategy will then check the user language preference and apply languages there only.
Every component of a BI application can be translated and presented in multiple languages, including all MicroStrategy user interfaces, metadata objects such as the names of reports and documents, and data within a data warehouse.
MicroStrategy Architect allows users to map their business model into a MicroStrategy metadata from a single interface that can be used to build metadata objects through simple drag-and-drop and right-click operations. The new MicroStrategy Architect streamlines the project modeling experience, making it interactive and visual, thereby drastically reducing the time required to build and deploy complex project models.
In addition to providing a single interface that allows architects to visually map a project model, MicroStrategy Architect has a number of new features to enhance and streamline the project modeling experience. Tables can be dragged and dropped into the project model and attributes and facts can be directly defined on the table by right mouse-clicking on relevant columns. New forms can be defined by dragging a column from a table and dropping them on the attribute. MicroStrategy Architect recognizes table foreign keys and uses advance heuristics to automatically define attributes and link different tables. The System hierarchy as well as User Hierarchies can be designed in the same interface.
No, project architects will not have to learn any new modeling concepts and will not have to go through any training to use the new MicroStrategy Architect interface. The new interface is a single entry point to identify tables and define schema objects that map your business model. The editors used to defined schema objects can be directly accessed from this interface eliminating the need for architects to define objects one at a time. The interface is designed to be very interactive and intuitive and users can create objects such as attributes and facts by simple right click operations. Additionally, Architects can drag and drop tables into the project and define attributes and facts directly on the tables.
Yes, MicroStrategy Architect will still support all data schemas such as star and snowflake, including those with sparse aggregate tables, partitioned tables, or split fact tables. It will support direct access to operational data stores, data-marts and multi-dimensional data. Additionally, project models based on heterogeneous data sources are also supported, employing MicroStrategy MultiSource Option.
MicroStrategy 9 introduces a new change journaling feature in MicroStrategy Object Manager, which is designed to track and audit changes made to any metadata object in the BI system. This is a major feature of object versioning that will ensure that companies successfully complete audits and remain Sarbanes-Oxley compliant.
MicroStrategy 9 introduces many enhancements and capabilities that allow business users to more quickly and efficiently design grid and graph reports. These new features include:
Migrating object changes is the biggest challenge facing administrators as typically a live connection to the source as well as the destination is necessary. Using MicroStrategy Object Manager, developers and architects can bundle object changes into packages, which are stand-alone files. Packages are like any other files and can be transported via email or shared with others. To migrate changes, the administrator would typically create a package (file) at the source and transfer it to the destination and simply apply it. Packages, therefore, eliminate the need to have a live connection to the source. Additionally, instructions to migrate any dependent objects can be bundled into the package thereby reducing the need to provide detailed instructions to administrators. With the elimination of a connection to the live source, the source project is not locked reducing source project downtime.
MicroStrategy 9 presents a wide range of advancements that further ease and streamline platform administration.
User management and security features include:
Features designed to help administrators manage MicroStrategy Intelligence Server operations include: