Project Source Creation/Modification (3-tier & 2-tier)

Project Source is the highest level object in MicroStrategy and is used to connect the client with I-server/metadata.
Connecting MSTR desktop to an existing I-server (3-tier) OR an existing metadata (2-tier)

Creating a new project source

Modifying an existing project source

Creating a new Project source:
All you need to know is the I-server name for 3-tier, DSN info of the metadata for 2-tier and login details. Once you have this information follow the below steps.

Open MicroStrategy desktop

Click on "Tools > Project Source Manager" as shown below.

The project source manager will open.
To add a new project source select "Add" on the right side.

The project source manager will open a box enter the required details as shown below.
For 3-tier
Enter the project source name to identify the server/connection in you terms. Ex: "BI Development"

Project Source: BI Development

Conntion Mode: "Server"

Server Name: I_SEVER_NAME

Leave rest everything as default

Click on "Advanced" tab and select the "Authentication Mode" as shown below.

Note: This should be authentication you use to connect to the I-server.

Click OK.

For 2-tier:
Enter the project source name to identify the server/connection in you terms. Ex: "BI Development"

Connection Mode: "Direct"

ODBC DSN: [System DSN configure to the metadata database]

Login id: [Should be the login ID for the metadata database]

Password: [Database password]

Click on "Advanced" tab and select the "Authentication Mode" as mentioned above.

Click OK.
 

Modifying a project source is simple, if you already have existing project sources, please select one of them and click on "Modify" in the project source manager. You will now be able to change the name of the I-server or DSN info depending on 3-tier or 2-tier.