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SAS Lesson 1

The document provides an overview of SAS®9 Administration, detailing its architecture, applications, and deployment types. It covers various administration tasks, tools, and solutions available in SAS 9.4, emphasizing its capabilities in data management, analytics, and business intelligence. Additionally, it highlights the integration of SAS 9.4 with SAS Viya for enhanced performance and analytics capabilities.

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0% found this document useful (0 votes)
21 views62 pages

SAS Lesson 1

The document provides an overview of SAS®9 Administration, detailing its architecture, applications, and deployment types. It covers various administration tasks, tools, and solutions available in SAS 9.4, emphasizing its capabilities in data management, analytics, and business intelligence. Additionally, it highlights the integration of SAS 9.4 with SAS Viya for enhanced performance and analytics capabilities.

Uploaded by

Gilbert Prevost
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
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Lesson 1 Exploring SAS®9

Administration

1.1 Introduction to SAS 9.4 Administration................................................................................ 1-3


Demonstration: Accessing the Classroom Environment ...................................................... 1-13

Practice ................................................................................................................................. 1-17

1.2 Administration Tasks ............................................................................................................ 1-18


Demonstration: Reviewing SAS Deployment Wizard Output .............................................. 1-26

Practice ................................................................................................................................. 1-28

1.3 Exploring Administration Tools........................................................................................... 1-30


Demonstration: Accessing SAS Management Console and SAS Environment
Manager ..................................................................................................... 1-37

Practice ................................................................................................................................. 1-40

1.4 Solutions ................................................................................................................................ 1-43


Solutions to Practices ........................................................................................................... 1-43

Solutions to Activities and Questions ................................................................................... 1-61


1-2 Lesson 1 Exploring SAS®9 Administration

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-3

1.1 Introduction to SAS 9.4 Administration

What Is SAS?

SAS transforms a world of data into a world of


intelligence through innovative software and services,
including AI, machine learning, Cloud and IoT analytics.
Its mission is to empower and inspire with the most
trusted analytics.

SAS is enterprise software that includes SAS product offerings in high-performance analytics, data
management, and visualization. These components provide support for foundational capabilities
such as distributed processing, security, administration, program development and execution,
resource management, user interfaces, and integration with operating systems and third-party
software.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-4 Lesson 1 Exploring SAS®9 Administration

SAS Transforms Data into Intelligence

Data Intelligence
Analytics
Data
Management
Visualization
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With the power of analytics supported by robust data management and visualization tools, SAS
transforms a world of data into a world of intelligence.
The SAS 9.4 architecture is designed to efficiently access large amounts of data, while
simultaneously providing timely intelligence to a large number of users. The users’ skill sets can
range from a power user performing analysis and creating reports to consumers using those reports.

SAS®9 Job Roles


Application Data Integration
Developers Developers

Data Scientist Business Analyst

SAS
Administrator

Power Users
Information Consumer
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SAS provides applications and solutions for users at all skill levels.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-5

SAS®9 Applications

SAS
applications SAS Office
JMP
provide point- Analytics
and-click SAS
interfaces for SAS Studio Enterprise
users Miner
SAS Data
Integration SAS Visual
Studio Analytics
SAS
Enterprise SAS Model
Guide Manager

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SAS applications provide intuitive point-and-click and programming interfaces to surface the power
of business analytics. Some SAS applications are installed on the user’s desktop, and others are
accessed in a web browser.
A few SAS products and solutions are highlighted here. For a complete list and the most current
information, visit sas.com.
SAS High-Performance Analytics

The SAS High-Performance Analytics infrastructure consists of software that performs analytic tasks
in a high-performance environment, which is characterized by massively parallel processing (MPP).
The infrastructure is used by SAS products and solutions that typically analyze big data that resides
in a distributed data storage appliance or Hadoop cluster.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-6 Lesson 1 Exploring SAS®9 Administration

The SAS In-Memory Analytics Server divides analytic processes into manageable pieces and
distributes them in parallel across a dedicated set of blade servers, either Hadoop or commercial
databases such as Greenplum and Teradata.

SAS procedures, DS2 thread programs, formatted SQL queries, and scoring models are run inside
the database.
Examples of SAS In-Memory Analytics product solutions:
• SAS High-Performance Analytics products
• SAS Visual Analytics: web-based solution for exploring large data volumes
• SAS In-Memory Statistics: delivers statistical modeling and machine learning capabilities
in a programming environment
• SAS Code Accelerator for Hadoop (DS2)
Hadoop is an open-source software framework that provides distributed storage and processing
of large amounts of data. The data is divided into blocks and stored across multiple connected nodes
(computers) that work together.
Advanced Analytics
SAS offers a rich and expansive portfolio of analytic products. The portfolio includes products for
predictive and descriptive modeling, data mining, text analytics, forecasting, optimization, simulation,
data visualization, model management, and experimental design.
• SAS Enterprise Miner
• SAS Forecast Server
• SAS Model Manager
• JMP
SAS Enterprise Miner enables analysts to create and manage data mining process flows. These
flows include steps to examine, transform, and process data to create models that predict complex
behaviors of economic interest. The SAS Intelligence Platform enables SAS Enterprise Miner users
to centrally store and share the metadata for models and projects. In addition, SAS Data Integration
Studio provides the ability to schedule data mining jobs.
SAS Forecast Server enables organizations to plan more effectively for the future by generating
large quantities of high-quality forecasts quickly and automatically. This solution includes the SAS
High-Performance Forecasting engine, which selects the time series models, business drivers, and
events that best explain your historical data, optimizes all model parameters, and generates high-
quality forecasts. SAS Forecast Studio provides a graphical interface to these high-performance
forecasting procedures.
SAS Model Manager supports the deployment of analytical models into your operational
environments. It enables registration, modification, tracking, scoring, and reporting on analytical
models that have been developed for BI and operational applications.
JMP is interactive, exploratory data analysis and modeling software for the desktop. JMP makes
data analysis (and the resulting discoveries) visual and helps communicate those discoveries to
others. JMP presents results both graphically and numerically. By linking graphs to each other and to
the data, JMP makes it easier to see the trends, outliers, and other patterns that are hidden in your
data.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-7

Data Management

Data Management provides software and solutions in these categories:


• Data Integration and Access
• Data Preparation
• Data Quality
• Data Governance
• Event Stream Processing

Examples of applications and software products:


• SAS Data Integration Studio
• SAS Data Quality Server
The software tools in the data management category enable you to consolidate and manage
enterprise data from a variety of source systems, applications, and technologies. SAS provides
access engines and interfaces to a wide variety of data sources. Data developers create and
manage metadata objects that define sources, targets, and the sequence of steps for the extraction,
transformation, and loading of data.
SAS Data Integration Studio provides a powerful visual design tool for building, implementing, and
managing data integration processes regardless of data sources, applications, or platforms. An
easy-to-manage, multiple-user environment enables collaboration on large enterprise projects with
repeatable processes that are easily shared. The software enables you to create jobs and process
flows that extract, transform, and load data for use in data warehouses and data marts. You can also
create processes that cleanse, migrate, synchronize, replicate, and promote data for applications
and business services.
SAS Data Quality works with SAS Data Studio to analyze, cleanse, transform, and standardize your
data. The language elements that make up the SAS Data Quality software form the basis of the data
quality transformations in SAS Data Integration Studio.

SAS Data Quality Solution includes the following features:


• business rule validation – ensures that data meets organizational standards for data quality
and processes.
• data profiling – examines the structure, completeness, and suitability of your information assets.
• data quality – improves the quality of your enterprise information.
• entity resolution – matches data and identifies potential relationships across sources.
• master data management foundation – creates a hub of master data based on a subset of your
existing data through a phased MDM approach.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-8 Lesson 1 Exploring SAS®9 Administration

SAS Business Intelligence


The business intelligence components enable users with various needs and skill levels to create,
produce, and share their reports and analyses.
The software tools in the business intelligence category address two main functional areas:
information design and self-service reporting and analysis.
The SAS 9.4 applications were created to organize the functions of various job roles into the different
applications. Instead of having one large client application that does everything for all people across
the organization, there are several applications to accomplish these tasks.

Some of the applications are installed on each user’s machine. Others are accessed using a web
browser.
The primary applications in the business intelligence category are
• SAS Enterprise Guide
• SAS Office Analytics
• SAS Visual Analytics.
SAS Office Analytics includes the SAS Add-In for Microsoft Office that brings the power of SAS to
the familiar Microsoft Office interface.

SAS Visual Analytics


SAS Visual Analytics is a web-based product that leverages SAS High-Performance Analytics
technologies to enable organizations to explore data of any size.

It is designed to work with the SAS LASR Analytic Server. The SAS Visual Analytics infrastructure
includes some of the same software components that are included on the platform. However, SAS
Visual Analytics is installed in a dedicated environment that includes specialized hardware and its
own instances of SAS software and servers.

SAS Solutions
SAS Business Solutions leverage traditional strengths of SAS in data management and data
analysis into cross-functional, as well as vertically specific, analytic application areas.
• Manage credit risk in financial services
• Develop, execute, and manage drug trials to market in life sciences
• Identify cross-sell opportunities in retail
• Forecast demand to predict outcomes in manufacturing
• Prevent fraud in insurance
• Monitor transactions for money laundering and terrorist financing activities in banking

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-9

SAS Foundation and Development Tools


The SAS Foundation deployment includes the SAS windowing environment, which enables
programmers to directly write and submit their code. SAS Foundation can also include SAS
Enterprise Guide, which enables you to write SAS programs using a point-and-click interface.
In addition to the programming interface similar to that found in the windowing environment,
Enterprise Guide includes various tasks that provide a guided, point-and-click interface to
programming. The tasks provide templates that enable programmers to select task options
and the data to perform the task on.

SAS Studio is a web interface similar to Enterprise Guide. Programmers can write and submit
programs in SAS Studio, or they can use the task-based point-and-click programming interface like
SAS Enterprise Guide to create and submit their programs. SAS Studio has two versions available.
A single-user version can be installed on a Windows system with the SAS Foundation software. SAS
Studio is more commonly found in a SAS multi-user deployment as part of the middle tier.

SAS 9.4 and SAS Viya

SAS 9.4 SAS Viya

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The SAS 9.4 and SAS Viya offerings can be used stand-alone or in conjunction.
• SAS®9 is enterprise software that encompasses a comprehensive set of business solutions,
technologies, and services. It consists of applications across multiple machines that help you
accomplish the various tasks for accessing and creating information, as well as performing
analysis and reporting.
• SAS Viya offers a rich set of data mining and machine-learning capabilities that run on a robust,
in-memory, distributed-computing infrastructure. It provides elastic, scalable, and fault-tolerant
processes to address your complex analytical challenges. It is an environment that is unified,
open, powerful, and adaptive.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-10 Lesson 1 Exploring SAS®9 Administration

SAS 9 and SAS Viya integrate tightly together. From within familiar SAS 9 interfaces, projects, and
code, customers can access the performance enhancements that the SAS Viya platform provides.
All releases of SAS can use SAS/CONNECT as a bridge to the SAS Viya platform, and many SAS
Viya visual web applications can share a single-sign on with the SAS 9 environment. From a SAS
session with the CAS server, you can load data to the CAS server and save CAS tables, and submit
DATA step code, SAS Viya analytic procedures, CAS server utility procedures, and Base SAS
procedures.
For more information about SAS Viya: https://support.sas.com/en/software/sas-viya.html

SAS 9.4 Architecture

Data Sources SAS Servers Middle Tier Clients


• SAS Data Sets • SAS Metadata Server • SAS Web Application • SAS Management
• Third-Party Data • SAS Workspace Server Console
Stores Server • SAS Environment • SAS Enterprise
• Other Data Sources • SAS Stored Process Manager Guide
Server • SAS Web Applications • Web Browser
• SAS Web • SAS Studio
Infrastructure
Platform

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A high-level, conceptual view of the SAS 9.4 architecture contains four tiers:
• Data tiers with multiple data sources
• SAS Server tier that includes the SAS Metadata Server and multiple compute servers
• SAS Middle Tier with web applications and the SAS Web Infrastructure Platform
• Client tier with desktop, web-based, and mobile applications

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-11

SAS 9.4 Deployment Types

Planned N-tier
Deployments
SAS
Foundation
Single
Tier

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SAS Foundation is the traditional SAS installation available before the advent of SAS®9. The SAS
Foundation software is installed locally, and the programming interfaces run their jobs on the local
copy of SAS.
The distributed environment was introduced over multiple SAS®9 releases. It includes infrastructure
components that work together to provide an interactive computing environment for users with
diverse skills and needs. It typically consists of a multiple-tier environment.
• Client Tier
• Middle Tier
• Server Tier: SAS Metadata Server
• Server Tier: SAS Compute Servers
Clustering of the tiers can also be performed to provide a highly available environment with load-
balancing capabilities.
For smaller organizations, the SAS 9.4 servers can also be deployed on a single host.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-12 Lesson 1 Exploring SAS®9 Administration

Classroom Environment
• Single-machine SAS deployment on Windows
• Three-machine SAS deployment on Linux

sasclient

sasapp sasmid

Linux Servers
sasserver

Windows 2016 Server


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The virtual lab environment used in the demos and practice exercises has two separate
deployments of SAS 9.4M8; a single-machine deployment on Windows and a multi-machine
deployment on Linux.
The Windows 2016 Server is the SAS client machine for both deployments.
For the Linux deployment, you will use mRemoteNG or WINSCP to access the Linux sasapp and
sasmid machines. Both mRemoteNG and WINSCP will automatically connect to the selected host
with the SAS installer credentials.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-13

Accessing the Classroom Environment

This demonstration illustrates how to access the classroom environment and view licensed software
components.

1. Access the virtual lab.


2. Open Chrome or Edge from the systems tray.
3. On the Favorites toolbar, there is a folder to access SAS web applications for the Linux SAS
deployment and one for Windows SAS deployment.

4. Use the Linux or Windows drop-down menu to open the SAS Studio web application in that
environment.

The SAS Logon Manager appears initially. The purpose of the SAS Logon Manager is to
authenticate and direct a successful sign-in to the appropriate web application. It creates a
global session that enables the user to access additional SAS web applications in the same
browser session without a credential challenge.
Note: Accessing the Sign In to SAS page is a good indicator that your middle-tier servers
are up.
5. Sign in as Eric and use the password Student1.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-14 Lesson 1 Exploring SAS®9 Administration

You see in the bottom right that you are logged on as Eric. Eric has successfully authenticated to
the SAS Metadata Server, as well as the SAS processing server. (SAS Servers are discussed
later.)

SAS Studio is used by your SAS users who want to access data files, libraries, and existing
programs and write new programs. You can also use the predefined tasks in SAS Studio to
generate SAS code. SAS Studio connects to a SAS server to process the SAS code.

6. Enter the following code on the CODE tab in the Program window:
proc setinit;
run;
This procedure writes site information to the log, such as site number, expiration of license, and
the SAS products that are licensed.

7. Click Run (the running person icon) located above the code to submit the program.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-15

After the code is executed, the results are returned to SAS Studio in your browser.
The LOG window appears. It contains a note that includes a list of the SAS software products
that are licensed in this environment. Review the information.

Here is an example of the information shown for a Linux deployment:

8. Because you were successful in signing in to SAS Studio and having code processed, you know
that the necessary servers are up in this environment. We will see other ways to verify SAS
servers and processes in a later section.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-16 Lesson 1 Exploring SAS®9 Administration

1.01 Activity
Access the classroom environment.
1. Access your virtual lab.

2. Follow the demonstration instructions to open SAS Studio and submit


the SAS code.

3. Review the results in the Log window.

4. Click Sign Out to exit SAS Studio. You do not need to save the program.

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Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.1 Introduction to SAS 9.4 Administration 1-17

Practice

1. (Optional) Considering Users and Applications in Your Environment


What types of users do you have at your site and which SAS applications are used by these
users?

Platform Job Role Applications

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-18 Lesson 1 Exploring SAS®9 Administration

1.2 Administration Tasks

Common SAS®9 Administration Tasks

Deployment Metadata
Administration Administration
Tasks Tasks

Maintenance Ongoing
Administration Administration
Tasks Tasks

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Administrators are asked to perform a wide variety of tasks that can be grouped in the following
ways:
• Deployment Administration tasks
• Metadata Administration tasks
• Ongoing Administration tasks
• Maintenance Administration tasks
Details about metadata, ongoing, and maintenance administration tasks are covered in later lessons.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.2 Administration Tasks 1-19

1st Priority Tasks After Deployment

1
Secure SAS Configuration

2
Establish Backup Process

3
Check for and Apply Hot Fixes

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These first priority tasks are necessary to protect the integrity of your system and should
be completed as soon as possible after installation.

Additional SAS®9 Administration Tasks


Add users and manage access

Maintain a security model

Set up metadata folder structure

Establish connectivity to data sources

Monitor and manage servers

Manage logs

Maintain licenses
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Some of these tasks occur once. Others occur on a daily, weekly, or monthly basis. For detailed
information about administration tasks, view the Checklist of SAS Platform Administration Tasks:
http://support.sas.com/resources/papers/Platform-Administration-Tasks.pdf

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-20 Lesson 1 Exploring SAS®9 Administration

Know Your Deployment

SAS Software Order Shared Network Storage

SAS Software
Depot

• Install docs
• Plan files
• SAS Deployment
Wizard executable
SAS Download • License files
Manager
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A first step for any SAS administrator is to know his or her SAS environment. For example, you
should know where your installation depot and all corresponding documents are. You should know
which SAS products are installed, which SAS versions and releases, and where they are installed.
You must have a SAS Software Depot to install SAS. A SAS Software Depot is automatically created
by the SAS Download Manager during order download and verification.
Storing multiple SAS orders in a single depot saves disk space because content shared between
SAS orders is not duplicated, it is shared. A centralized network accessible depot enables you to run
the SAS Deployment Wizard on each machine, which eliminates the need for additional disk space
on each machine.

Keep your depot! You can apply maintenance and upgrades easier by having hot fixes, license keys,
plan files, and so on, all organized in one designated location. Each maintenance release should
have its own depot. You save space by sharing content across orders, and you save download time
by downloading only the product content that has not already been downloaded as part of another
order.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.2 Administration Tasks 1-21

The SAS Deployment Wizard is located at the root of the SAS Software Depot alongside folders that
contain license files, third-party support files, various deployment utilities, and the packages from
which products are installed and configured. With all the information contained in the SAS Software
Depot, be sure to include it in your disk backups. It is not included in the backups provided as part of
SAS 9.4.
For more information, see the SAS 9.4 Intelligence Platform: Installation and Configuration Guide
and the SAS Deployment Wizard and SAS Deployment Manager 9.4: User’s Guide.

Know Your Deployment


SAS Software Deployment Location*
Machine …
Machine 2
Machine 1
SAS Software SAS Deployment
Depot Wizard <root>

SASHome config
Plan file

SID file Response file Instructions.html


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The SAS Deployment Wizard is a cross-platform utility that installs and initially configures many SAS
products. Using a SAS installation data file and, when appropriate, a deployment plan for its initial
input, the wizard prompts the customer for other necessary input at the start of the session, so that
there is no need to monitor the entire deployment.
The deployment wizard automatically records your responses and writes a file called
ResponseRecord_yyyy-mm-dd-hh.mm.ss.log in the user’s home directory.
The SAS Deployment Wizard is also used when updating and applying maintenance. The wizard
can be run interactively or silently on a single machine or on machines across several tiers.
The above picture shows the placement of SASHome on a Linux deployment. On Windows,
SASHome is found under the Programs folder.

The location of the SASHOME directory that is established at the initial installation of SAS software
by the SAS Deployment Wizard becomes the default installation location for any other SAS software
that is installed on the same computer.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-22 Lesson 1 Exploring SAS®9 Administration

SAS File Locations

SAS Software SASHOME SAS


Depot Directory Configuration
• Software • Instance of Directory
download installed SAS • Configuration
software information for a
SAS deployment

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Administrators should know the location of the software depot, configuration directory, and
installation directory for their environment. The exact location of these directories is chosen during
download and deployment.
The deployment wizard prompts for a path location for the SAS installation directory. This directory
is typically named SASHome.
As part of the configuration information, the installer is prompted for a configuration directory
and a configuration level. The default directory name is drive:\SAS\Config\Levn on Windows and
/opt/sas/Config/Levn on Linux.
The Levn subdirectory contains configuration information and other files for a particular installation
instance. Lev1 is generally used for production environments. Additional levels such as Lev2 and
Lev3 can be used for environments that you install for purposes such as development and testing.
During installation, the SAS Deployment Wizard enables you to select the level number.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.2 Administration Tasks 1-23

The SAS configuration directory on each server machine must be protected by operating system
controls. These controls prevent inappropriate access to the following:
• metadata repository data sets
• server scripts
• server logs
• configuration files
For more information about the contents, see Overview of the Configuration Directory Structure
in SAS Intelligence Platform: System Administration Guide.

Securing a SAS Configuration

On Linux, the
On Windows, the
default security is
files are owned by
appropriate.
the installer. I need
I might want to
to set additional
give administrators
permissions in the
access to this
operating system.
directory.

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Securing a SAS Configuration: Linux, UNIX, and z/OS


On UNIX and z/OS systems, the SAS Deployment Wizard automatically applies the permissions that
give appropriate access to the configuration directory of the following:
• SAS installer account (typically sas)
• sas group (which includes sas and sassrv)
In addition to the default security, you might want to give administrators access to the configuration
directory so that they can modify files and run backups.

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1-24 Lesson 1 Exploring SAS®9 Administration

The default permissions are shown below.

Directories Default Permissions for UNIX and z/OS


• SAS-configuration-directory • SAS Installer: Read, Write, and Execute
• SAS-configuration-directory\Lev1 • All other users: Read and Execute
• Lev1 subdirectories: Documents, ReportBatch,
SASApp, SASMeta, Utilities, Web
Lev1 subdirectories: • SAS Installer: Read, Write, and Execute
• ConnectSpawner • All other users: no access
• Logs
• ObjectSpawner
• SASApp/OLAPServer
• SASMeta/MetadataServer
• FrameworkServer
• ShareServer
SASApp subdirectories: • SAS Installer: Read, Write, and Execute
PooledWorkspaceServer, StoredProcessServer • sas group: Read and Execute
SASApp subdirectories • SAS Installer: Read, Write, and Execute
• ConnectServer/Logs • sas group: Read, Write, and Execute
• Data/wrsdist
• Data/wrstemp
• PooledWorkspaceServer/Logs
• PooledWorkspaceServer/sasuser
• StoredProcessServer/Logs
• StoredProcessServer/sasuser
• WorkspaceServer/Logs
SASMeta/WorkspaceServer/Logs
• sasv9_meta.cfg file • SAS Installer: Read and Write
• All other users: no access

If you selected the customer installation option to place all of your log files in a single directory, then
you need to grant the SAS Spawned Servers (sassrv) user Read, Write, and Execute permission to
the central log destination.
If you enable logging for a standard workspace server, then you need to grant all users of the
workspace server Read, Write, and Execute permission to the log directory.
Make sure that the SAS Spawned Server (sassrv) account is a member of the sas group, which has
the necessary permissions to server configuration files and log directories.

Securing a SAS Configuration: Windows


These recommendations assume that your SAS servers and spawners run as services under the
Local System account. If servers and spawners run under a different account, then grant that
account the permissions that are recommended for SYSTEM.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.2 Administration Tasks 1-25

Directories Recommended Permissions for Windows


• SAS-configuration-directory • SYSTEM and Administrators: Full Control
• SAS-configuration-directory\Lev1 • All other users: List Folder Contents, Read
• Lev1 subdirectories: Documents, ReportBatch,
SASApp, SASMeta, Utilities, Web
Lev1 subdirectories: • SYSTEM and Administrators: Full Control
• ConnectSpawner • Remove all other users and groups
• Logs
• ObjectSpawner
• SASApp\OLAPServer
• SASMeta\MetadataServer
• FrameworkServer
• ShareServer
SASApp subdirectories: • SYSTEM, Administrators, and SAS Spawned
PooledWorkspaceServer, StoredProcessServer Servers (sassrv): Full Control
• Remove all other users and groups
SASApp subdirectories: • SYSTEM and Administrators: Full Control
• ConnectServer\Logs
• Data\wrsdist
• Data\wrstemp
• PooledWorkspaceServer\Logs
• PooledWorkspaceServer\sasuser
• StoredProcessServer\Logs
• StoredProcessServer\sasuser
• WorkspaceServer\Logs

SASMeta\WorkspaceServer\Logs

sasv9_meta.cfg file • SYSTEM and Administrators: Read and Write


• Remove all other users and groups

If you selected the customer installation option to place all of your log files in a single directory, then
you need to grant the SAS Spawned Servers (sassrv) user Full Control of the central log destination.
If you enable logging for a standard workspace server, then you need to grant all users of the
workspace server Full Control of the log directory.

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1-26 Lesson 1 Exploring SAS®9 Administration

Reviewing SAS Deployment Wizard Output

In this demonstration, the response files, configuration directory, and installation directory generated
by the SAS Deployment Wizard during the installation are located.

1. Open the File Explorer on the Windows machine and navigate to D:\DeployArtifacts.
The folders sasapp, sasmid, and sasserver contain the response files that were generated for
each of the SAS 9.4 deployments with the SAS Deployment Wizard. The Linux deployment is a
two-machine deployment. Thus, there is a separate response file for each machine.
The SAS Deployment Wizard provides a record and playback feature that enables you to
automate a SAS installation across multiple machines and have a copy of all of Deployment
Wizard values. This is done by running the SAS Deployment Wizard once in Record mode to
create the response file. SAS is not installed or configured. The only output is a response file.
Subsequently, the SAS Deployment Wizard response file is played back in one of three modes,
depending on the level of prompting that you want.
2. Open the sasapp folder. Right-click the SPAFTM8_app_install.txt file and select
Edit with Notepad++.
3. Each snippet pertains to a wizard window question, valid responses, and then the response that
was chosen for this environment.
Here the path for SASHome is specified. This deployment was done in two steps. This first step
was the install. The second step for the configure is in a separate file.

Notice that this is a customized install with the depot written out to the following path:

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1.2 Administration Tasks 1-27

4. Close the file without making any changes.


5. Open the SPAFTM8_app_cfg.txt file to view the wizard questions and responses pertaining to
the configuration step.

Notice that the configuration directory and level are specified:

6. Notice the installer account and password encoded with sas002, SASProprietary encryption.

7. Close the file without making any changes.

8. Review the configuration and installation directory locations.


• Use mRemoteNG to connect to the sasapp.demo.sas.com machine.
Linux:
• Open a new tab connected to sasmid.demo.sas.com.
• Navigate to the configuration directory on both hosts: /opt/sas/config/Lev1
• List the directory contents on each host
• Notice the structure and content is different between the two host machines.
SASAPP is the server-tier host and SASMID is the middle-tier host.
• On each host, navigate to the installation directory: /opt/sas/SASHome
• List the contents of the directory on each host. Notice that again the
contents are different between the two host machines.
• Use the File Explorer to navigate to the configuration directory:
Windows:
D:\SAS\Config\Lev1
• Expand the directory to view the contents.
• Navigate to the installation directory: D:\Program Files\SASHome
• Expand the directory to view the contents.

Note: The structure and contents of the directory vary depending on the host operating system,
which products are installed, and whether the host machine is a server-tier host or a
middle-tier host.

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1-28 Lesson 1 Exploring SAS®9 Administration

Practice

2. Locating and Opening the Instructions.html Document


This practice illustrates how to find SAS web application URLs for your SAS environment, which
are documented in Instructions.html.
Instructions.html is the reference document for your SAS deployment, and it contains any
manual configuration steps that must be performed. It provides an overview of your deployment,
including the web application URLs. It is located under the SAS configuration directory in the
Levn/Documents subdirectory (for example, D:\SAS\Config\Lev1\Documents).

Note: An Instructions.html document is created on each machine that executes the


SAS Deployment Wizard. Each file contains different information specific to that
machine.

a. Access your virtual lab.


b. Locate and open the Instructions.html document. In a default deployment, it is located
under the configuration directory in the Levn/Documents subdirectory.

For Linux Server


1. Use WinSCP, which is located on the client desktop. Because you are looking for web
application URLs, open the [email protected] connection to middle-tier
server.

2. Navigate to /opt/sas/config/Lev1/Documents.

3. Right-click Instructions.html and select Open. (Double-clicking the file opens it in the
WinSCP editor, not a browser window.)

(Optional) You can use mRemoteNG instead of WinSCP. Use the firefox
/opt/sas/config/Lev1/Documents/Instructions.html command to open the
document. (Make sure that you are on the sasmid.demo.sas.com machine.)

For Windows Server


1. Access the File Explorer and navigate to D:\SAS\Config\Lev1\Documents.

2. Double-click Instructions.html to open the document in the default browser.

c. Click SAS Web Applications in the Overview list at the top of the page.
d. Review the URLs of the SAS web applications. Scroll to SAS Studio Mid-Tier and click the
URL for the SAS Studio web application.

Linux: http://sasmid.demo.sas.com:7980/SASStudio

Windows: http://sasserver.demo.sas.com:80/SASStudio

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1.2 Administration Tasks 1-29

Note: The page request is going through the SAS Web Server. The port for the SAS Web
Server differs in Windows and Linux environments.
e. The SAS Logon Manager appears. It is a web application that handles all authentication
requests for SAS web applications. Users see the same logon page when they access SAS
web application. It creates a global sign-on session that enables the user to access all
authorized SAS web applications without a credential challenge.

Sign in as Eric and use the password Student1.


Note: If you used Chrome in the last activity and did not sign out of SAS Studio or close the
browser, you will be automatically signed in to a new SAS Studio session using the
credentials cached by the global sign-on session created by the SAS Logon
Manager.

3. Using the SAS Installation Reporter Program


You run the program identified below to generate a report that shows which SAS components
(for example, software, client applications, and hot fixes) are installed.
a. In SAS Studio, using the Server Files and Folders section of the left pane, expand the host
machine (sasapp or sasserver) and expand Folder Shortcuts > Practice.

b. Double-click sasinstallreporter4u.sas to open the program and click (Run) to execute


the program code.

c. Review the output on the Results tab.

The report includes the following information:


• licensed SAS software (for example, Base SAS and SAS/STAT)
• installed SAS software
• installed SAS hot fixes (along with cursory status)
• other SAS applications or clients
• custom versions of SAS software
• Java environment information (Java Runtime name and version)
• deployment information (Basic SAS and BI)
Note: To download the program in your environment, see Usage Note 20390, “The SAS
Installation Reporter program creates a report showing which applications, clients,
and hot fixes are installed”: http://support.sas.com/techsup/notes/v8/20/390.html

Note: There are two SAS procedures that give you similar information:
• The SETINIT procedure tells you what is licensed and the expiration dates, and
it works in all versions of SAS.
• The PRODUCT_STATUS procedure tells you what SAS Foundation products
are installed. Some products might be licensed but not installed. For example, if
you are not actively using the product, you might not want to use disk space.
This procedure does not generate information about web applications or hot
fixes.
d. Click Sign Out in the upper right to close SAS Studio. If prompted, do not save changes.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-30 Lesson 1 Exploring SAS®9 Administration

1.3 Exploring Administration Tools

SAS Administration Tools

>_

SAS Management SAS Environment SAS Deployment Batch Tools and


Console Manager Manager Scripts
Manage metadata System Monitoring Apply hot fixes Manage metadata
Dashboard
Limited server monitoring Other system tasks Backup and recovery
Separate metadata
administration application

29
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SAS Management Console and SAS Environment Manager are used by SAS Administrator for the
day-to-day administrative tasks.
SAS Management Console is a desktop application primarily used by SAS Administrator to
manage metadata.
SAS Environment Manager is a web-based application that includes a framework for monitoring
and managing servers as well as a separate application to manage metadata.

SAS Deployment Manager is a graphical user interface used for less frequent tasks, including:
• update passwords for the service accounts that were configured when you ran the SAS
Deployment Wizard
• rebuild and redeploy web applications that have previously been configured but whose
configuration has changed
• remove one or more components of a SAS Intelligence Platform configuration from your
environment
• update setinit (license) information in metadata for some SAS solutions that depend on a SAS
middle tier
• manage the default associations between file types and SAS software
• change the host names (including the network domains to which they belong) of server machines
in your deployment
• apply downloaded hot fixes to your SAS software
• update existing configuration for SAS products that have been updated or upgraded
• change the passphrase that is used to encrypt stored passwords

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1.3 Exploring Administration Tools 1-31

• configure the language and region for SAS Foundation and certain SAS applications
• configure autoload directory for SAS Visual Analytics
• uninstall SAS software
• configure and manage the SAS Deployment Agent service
• configure certain SAS/ACCESS products to include Hadoop configurations
• manage Trusted CA Bundle
For details, see “Overview of SAS Deployment Manager” in SAS 9.4 Intelligence Platform: System
Administration Guide.
Another tool, SAS Web Administration Console, is a web-based interface that enables you to do the
following:
• monitor which users are logged on to SAS web applications
• view audit reports of logon and logoff activity
• manage notification templates and letterheads
• manage web-layer authorization (including privileges, roles, and permissions)
• access the SAS Content Server Administration Console
• view the current configuration of the web applications
• dynamically adjust logging levels for some web applications

For details, see “Use the SAS Web Administration Console” in SAS 9.4 Intelligence Platform: Middle-
Tier Administration Guide.

In addition to the user interfaces, SAS provides a variety of batch tools that utilize line commands
and can be incorporated into scripts. You can run them repeatedly on either an ad hoc or scheduled
basis.
The batch tools are in this path: SAS-install-directory/SASPlatformObjectFramework/9.4/
The tools fall under these categories:
• Metadata management tools can be used for tasks such as listing selected objects, deleting
selected objects, creating new folders, and managing metadata access.
• Export and import tools enable you to promote individual objects or groups of objects from one
SAS deployment to another, or from one folder location to another within the same deployment.
The promotion includes all associated content except physical files for tables and external files.
• Batch relationship reporting tools enable you to identify relationships among the content
objects in the SAS Folder tree. For example, you can identify the objects that a given object
depends on or contains; the objects that depend on or contain a given object; and the objects that
are associated with a given object. Both direct and nested relationships can be identified.
• Metadata server administration tools can be used by administrators to perform tasks such as
executing metadata server backups and restores, creating and deleting metadata repositories,
and updating metadata profiles.
• The Deployment and Backup and Recovery tool provides an integrated method for backing up
and recovering your SAS content across multiple tiers and machines.

Additional batch tools are available for middle-tier administration. See “Using the SAS Web
Infrastructure Platform Utilities” in SAS Intelligence Platform: Middle-Tier Administration Guide.

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1-32 Lesson 1 Exploring SAS®9 Administration

Common Options for Batch Tools

Option Description

-host host-name Identifies the host machine for the metadata server, SAS Web Server, or
SAS Web Application Server. (Required)

-port port Specifies the port on which the metadata server, SAS Web Server, or
SAS Web Application Server runs. (Required)

-user user-ID Specifies the user ID of the connecting user. (Required)

-password password Specifies the password of the connecting user. (Required)

-protocol HTTP | HTTPS Specifies the communication protocol that is used by the specified host
machine and port. If not specified, the default is HTTP.

-profile filename Specifies the name of a file that contains the host, port, user ID, and
password options. This option can be provided in place of -host, -port, -
user, and -password.

-help Displays online Help for the command.

-log log-path | log-path- (Applies to the metadata server administration batch commands.)
and-filename
Specifies the path (or the path and filename) where the log file is to be
written.

-maxattempt maximum- (Applies to the Deployment Backup and Recovery batch commands.)
number-of-attempts
The maximum number of attempts that are to be make to execute the
command if the first attempt fails. The default value is 2.

Additional notes about the options:


• The password should be encrypted using SAS proprietary 32-bit encryption. To obtain the
encrypted password, use PROC PWENCODE.
• You must use the correct case for option names (for example, -includeDep and -newOnly) and
object types (for example, InformationMap). All other elements of the commands are case
insensitive.
• The sas-recover-offline command uses different connection options. This command needs to
connect to the metadata server, not the web server or web application server.
• A sample profile called environment.properties is located in SAS-installation-
directory/SASPlatformObjectFramework/9.4/tools/admin/conf/sample. If you use this file, be sure
to use operating system controls to protect access to the file.
• When using the -profile option, the connection profile must exist on the computer where the
command is executed. You can specify any connection profile that has been created for use with
client applications such as SAS Management Console, SAS Data Integration Studio, and SAS
OLAP Cube Studio. When you open one of these applications, the available connection profiles
are displayed in the drop-down box in the Connection Profile window.
For additional options that are specific to some tools, see “SAS Intelligence Platform Batch Tools:
Reference” in SAS Intelligence Platform: System Administration.

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1.3 Exploring Administration Tools 1-33

SAS Management Console

Plug-ins Folders Search

30
Copyr i ght © SAS I nsti tute I nc . Al l r i ghts reser ved.

SAS Management Console is a Java application that provides a single point of control for managing
resources and metadata. You can use SAS Management Console’s single interface to perform
administrative tasks to maintain an integrated environment across multiple platforms.
The application provides a flexible administrative environment using plug-ins. A plug-in provides a
specific administrative function. Role-based capabilities can be used to control which plug-ins are
available to users.
The Folders tab displays the folders tree that is used to organize most metadata definitions. Security
permissions can be set on folders and then inherited by the objects within the folders.
The Search view lets you search the SAS Folders tree for metadata objects that meet specified
search criteria.
SAS Management Console provides context-sensitive help. Select Help from the menu bar or click
the Help button in a properties or wizard window to access a specific set of Help information.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-34 Lesson 1 Exploring SAS®9 Administration

SAS Environment Manager

Administration

Dashboard
31
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SAS Environment Manager is a web-based administration tool for the SAS Environment based on
VMware’s Hyperic product with SAS developed customizations and enhancements. The application
Dashboard provides a quick, configurable view of the environment. The application enables multiple
administrative tasks, including:
• administer, monitor, and manage SAS resources
• collect and chart data on metrics for monitored SAS resources
• monitor log events and reporting alerts
SAS Environment Manager Administration is a separate web application that, like SAS Management
Console, has an emphasis on managing SAS metadata. For some tasks, it is an alternative to SAS
Management Console.

Comparison of SAS Management Console and the Current Version of SAS Environment
Manager Administration

Administration Task Available in Available in Available in


Environment Management Environment
Manager Console Manager
Administration

Start, stop, and restart the SAS Web Application ✓


Server. Start, stop, and reload web applications.

View metrics on the availability, performance, ✓


utilization, resource consumption, and throughput
of server machines on the middle tier and the SAS
server tier. Set up alerts based on these metrics.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.3 Exploring Administration Tools 1-35

Administration Task Available in Available in Available in


Environment Management Environment
Manager Console Manager
Administration

Use reporting tools to obtain a comprehensive ✓


view of the performance and status of your SAS
environment and its resources.

Start servers on the SAS server tier. ✓

Pause, resume, quiesce, and stop servers on the ✓ ✓


SAS server tier. View the status of server
processes on the SAS server tier.

View events of a specified level from server log ✓ ✓


files.

View server logs and dynamically change logging ✓


levels.

Validate servers on the SAS server tier and run the ✓


Deployment Tester.

Schedule, configure, monitor, and perform ✓


integrated backups of your SAS content across
multiple tiers and machines.

Backup and restore the metadata server. ✓


Create and administer metadata repositories.

Monitor the operation of grids, and administer grid ✓


hosts, queues, and jobs.

Schedule flows to run on a scheduling server. ✓

Browse the contents of SAS folders, view and ✓ ✓


update properties of folders and objects, and
rename and delete objects.

Create, rename, and delete SAS folders. ✓ ✓

Create and modify metadata definitions for users, ✓ ✓


groups, and roles. Manage memberships, logins,
and internal accounts.

Define metadata access rules, create and update ✓ ✓


access control templates (ACTs).

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1-36 Lesson 1 Exploring SAS®9 Administration

Administration Task Available in Available in Available in


Environment Management Environment
Manager Console Manager
Administration

Browse any type of library or server that has been ✓ ✓


defined in SAS metadata.
Create and modify metadata definitions for Base
SAS libraries, SAS LASR Analytic Server libraries,
and SAS LASR Analytic Servers.

Create and modify metadata definitions for other ✓


types of SAS libraries and servers.

Create and modify metadata definitions for ✓


database schemas, map services, servers, stored
processes, publication channels, and subscribers.

Display lineage information. ✓

Promote (export and import), copy, and paste ✓


metadata.

View and modify configuration attributes for SAS ✓


applications, and view and modify deployment
configurations for infrastructure and extension
services that are used by these applications.

Note: This list shows functionality available in SAS Environment Manager Administration as of date
of publishing. Not all the features listed here are available in prior deployments.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.3 Exploring Administration Tools 1-37

Accessing SAS Management Console and SAS Environment


Manager

This demonstration introduces SAS Management Console and SAS Environment Manager.
SAS Management Console is a desktop administration application. Its primary function is to
manager metadata.
1. On the Windows desktop, start SAS Management Console by selecting Start > SAS
Management Console. When the Connection Profile window appears, choose the existing
Linux Server or Windows Server SAS Admin connection. Click OK to connect.

2. Log on as Ahmed using the password Student1.


Note: Ahmed is the SAS administrator in our classroom environment.
Because you are logged on as Ahmed, you can see all three tabs: Plug-ins, Folders, and
Search.
Note: Anyone with a SAS account can log in to SAS Management Console. Users that are not
administrators will have limited capabilities.
3. View the Plug-ins tab.
A plug-in is an application module that is designed to create and maintain metadata for a specific
type of resource. Ahmed, as the SAS Administrator with unrestricted access, can create and
manage any metadata.
Only certain users can view and use plug-ins. A user’s access depends on which roles the user
is assigned to and which capabilities are assigned to those roles. We cover roles in Lesson 4.

Here are some of the plug-ins:


• Authorization Manager: used to define and maintain access rules to control how users and
groups can access metadata definitions
• Data Library Manager: used to create and maintain definitions for SAS libraries and database
schemas
• Metadata Manager: used to perform administration tasks related to the SAS Metadata Server
• Server Manager: used to create and maintain server definitions
• User Manager: used to create and maintain definitions for users, groups, and roles
4. View the Folders tab.

The Folders tab displays the SAS Folders hierarchy. Metadata is organized and viewed through
the folders.
5. View the Search tab.

The Search tab in SAS Management Console enables users to search for metadata objects
based on object names, locations, descriptions, object types, creation or modification dates,
keywords, and responsibilities. After performing a search, click the Save button on the Search

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-38 Lesson 1 Exploring SAS®9 Administration

tab to specify a folder and location in which to store the search criteria. Opening a search folder
causes the search to be rerun and updated search results to appear.
6. Keep SAS Management Console open for a comparison of the tools.
7. Open Google Chrome and select SAS Environment Manager from the Windows or Linux folder
on the Favorites bar.
Note: The URL for SAS Environment Manager is http://<localhost>:7080, where localhost is
the machine on which the SAS Environment Manager server is installed.
8. Sign in as Ahmed using the password Student1.

9. Your initial view is the Dashboard. This is the starting point for SAS Environment Manager.

The Dashboard consists of a collection of customizable views of resources, metrics, and events.
10. View the Resources tab. Click Resources  Browse, or click Resources and that takes you to
the Resources page. Your SAS resources can be viewed and monitored from there. The
resources are categorized by Platforms, Servers, and Services. There are other groupings that
can be used for ease of access to resources.

11. By clicking an entry, you are taken to the monitoring page of that resource.
Metrics relevant to this resource are displayed on the Monitor tab. You can navigate to
Inventory to see configuration details. Navigate to Alerts to see alerts for this resource, modify
existing alerts, or create new alerts. Navigate to Control to perform or schedule a control action,
such as starting, stopping, or restarting the object spawner.
12. On the toolbar, click the Analyze tab.
The Analyze pages contain the Alert Center, the Event Center, the Operations Center and the
Environment Snapshot. If you have enabled SAS Environment Manager Service Architecture,
the Report Center is also included. These pages enable you to quickly view and work with alerts,
events, system status, and performance and usage reporting throughout your system.

13. View the Manage tab.


SAS Environment Manager is based on VMware’s Hyperic product. Some of the functionality on
the Manage page allows the administrator to make configuration changes to SAS Environment
Manager itself. Other functionality on the Manage page has to do with metric collection
configuration, authentication to SAS Environment Manager and license information.
14. On the toolbar, click the Administration tab.
The Administration tab opens a separate application in new window with its own URL. The
application organizes functions in pages accessed on the left-hand vertical navigation bar. Each
page manages a specific type of SAS metadata.
You can perform many metadata management tasks in either this application or in SAS
Management Console.
Note: The SAS Environment Manager Administration application is also known as SAS
Environment Manager Mid-Tier.
15. Explore the vertical navigation. Initially, the application displays the Folders page. This view
enables you to view and manage SAS folders and the metadata objects that they contain.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1.3 Exploring Administration Tools 1-39

16. To switch to a different page, click the related icon on the vertical navigation bar. Click the
expand button to view text labels to the vertical navigation bar.
Note: The items on the vertical navigation are determined by the products installed and the
user’s role. The student environment contains items for the SAS Visual Analytics product.
17. Position the Administration window and SAS Management Console where they can be viewed
side-by-side. You might need to resize the windows.
18. Compare the Administration vertical navigation bar to the Plug-ins and Folders tabs in SAS
Management Console.

What items are available only in SAS Environment Manager Administration?


• LASR, Tools, Mobile Devices, and Backup Manager are only in Administration.
What items are available only in SAS Management Console?
• BI Linage, Metadata Manager, and Schedule Manager plug-ins are three examples.
19. Click Users in the vertical navigation and User Manager on the Plug-ins tab.
The interfaces show the same metadata. They use different controls to filter the display and add
new objects.

20. Click Folders in both applications. The same metadata is displayed using different controls.
Note: Environment Manager Administration contains a sascontent node to display content that
has been added to SAS Content Server by SAS applications. Objects in this node are
managed with the SAS Web Content Server Administration Console, which is part of the
SAS Web Administration Console.
21. View the context sensitive help pages. In Environment Manager Administration, click the user
icon in the upper right and select Help Center. In SAS Management Console, click Help on the
toolbar and select Help on Folders.

22. Close the help pages for both applications and minimize SAS Management Console.
23. You can keep SAS Environment Manager and SAS Environment Manager Administration
minimized throughout class, although you will need to log back in each day because the time-out
interval of cached credentials for SAS web applications is 12 hours, by default.
Note: Access to the SAS Environment Manager Administration application is controlled by the
same role-based capabilities as SAS Management Console. Users with capabilities in SAS
Management Console will have the same capabilities in SAS Environment Manager
Administration and can sign in by using the separate application URL:
http://<localhost>:7980/SASEnvironmentMgrMidTier.

Copyright © 2023, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED.
1-40 Lesson 1 Exploring SAS®9 Administration

Practice

In this set of practices, you explore SAS Management Console and the SAS Environment Manager
applications.

4. Exploring SAS Management Console and SAS Environment Manager


a. From the Start menu, select SAS Management Console. Use the SASAdmin connection
profile that matches the environment that you are using: SASAdmin - Linux Server or
SASAdmin Windows Server. Provide the user ID Ahmed and the password Student1.
b. Open Google Chrome or Edge from your Windows taskbar. Select SAS Environment
Manager from the Windows or Linux folder on the Favorites bar. Sign in as Ahmed using the
password Student1.
c. Click the Administration tab.

Note: To open the application in a separate tab, hold down the Ctrl key while clicking
Administration.
d. If space allows, position the Administration window and SAS Management Console where
they can be viewed side-by-side. You might need to resize the windows.
e. In SAS Management Console
• On the Plug-ins tab, expand Data Library Manager > Libraries.
• Right-click Sales Analysis Library and select Properties to see the metadata definition.
f. In SAS Environment Manager Administration
• Click (Libraries) in the vertical navigation bar.
• Right-click Sales Analysis Library and select Open to view the metadata definition.

g. In both tools, look at the metadata definition to answer these questions:


• Where is the location of this library definition in the metadata folder structure? _________
• Where is the physical location that this library is referencing? _____________________
• Are there any tables registered in metadata in this library? ________________________
SAS Management Console does not display table information in the metadata definition of
the library. Click Cancel to close the properties window. In the Libraries navigation tree,
click the library name to display any registered tables in the display area.

h. Metadata definitions for libraries and tables can also be viewed in the Folders tab or page.
In both tools, go to the Folders tab or page and navigate to the metadata folder location of
the Sales Analysis Library and the SALES_ANALYSIS table.
Note: The table is stored in the same metadata folder as the library to which it is registered.
Registering a library and its registered tables to the same metadata folder is a good
practice due to the metadata access controls. This is discussed in a later lesson.

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1.3 Exploring Administration Tools 1-41

i. In both tools, click or double-click the SALES_ANALYSIS table to open the metadata
definition.
In SAS Management Console the table properties accessed from the Folders tab has limited
information. The Plug-ins tab contains more information.
j. In SAS Management Console, go to the Plug-ins tab and open the Properties for the
SALES_ANALYSIS table. If needed, expand Data Library Manager > Libraries and click
Sales Analysis Library to list the table in the display are.
Compare this view with the table definition in Environment Manager Administration.
• What difference do you notice in the information? ________________________
k. Click Cancel to close the Properties window in SAS Management Console. Leave both tools
open for the next practice.
5. Comparing the Server Hierarchy in SAS Management Console and SAS Environment
Manager Administration

a. In SAS Management Console, on the Plug-ins tab, expand Server Manager.

b. In SAS Environment Manager Administration, select (Servers) in the vertical navigation


bar.
c. Do the server hierarchies in SAS Management Console and SAS Environment Manager
Administration match? ________________________
Expand SASMeta and SASApp in either interface.
• How many servers are defined under SASMeta? __________________
• How many servers are defined under SASApp? __________________
d. In SAS Management Console, right-click Object Spawner - (sasapp or sasserver) and
select Properties.

e. In SAS Environment Manager Administration, click Object Spawner - (sasapp or


sasserver) to view the properties.
f. In both tools, select the Servers tab.
Which server or servers are the object spawner responsible for? __________________
Note: You can monitor SAS compute servers and middle-tier servers in SAS Environment
Manager. In SAS Management Console, you can monitor usage of SAS compute
servers only. (This is covered in later lessons.)
g. Click Cancel to close the properties window in SAS Management Console.

h. You can leave SAS Management Console and SAS Environment Manager open throughout
the class and minimize when not in use.
6. Create a Metadata Server Clients Per Minute chart.
The Saved Chart portlet displays a rotation of all the resource metric charts that you have saved.
The process of creating this type of portlet consists of navigating to the resources that you want
to chart, finding the metric charts that you want to display, and saving them to your dashboard.
When you create the portlet, all your saved charts automatically appear.

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1-42 Lesson 1 Exploring SAS®9 Administration

a. Go to SAS Environment Manager. You should be logged in as Ahmed.


b. On the Resources page, select Servers
c. You can search for the metadata server resource using the drop-down menu that contains All
Groups. Select SAS Metadata Servers and click the arrow at the end to apply the filter.
d. Click the metadata server.
e. On the left side, under Services, use the drop-down list to select All Metrics.

f. In the table of metrics, find Total Clients per Minute and position your mouse pointer on the
information icon.
g. From the tooltip, select View Full Chart to open the Metric Chart page.

h. On the Metric Chart page, select Save Chart to Dashboards.


i. Select Ahmed’s dashboard and click Add.

j. Go to Dashboards to see the saved chart. It is added to the charts list of the Saved Charts
portlet.

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1.4 Solutions 1-43

1.4 Solutions
Solutions to Practices
1. (Optional) Considering Users and Applications in Your Environment
What types of users do you have at your site and which SAS applications are used by these
users? Fill in the types of users and applications used at your site.
2. Locating and Opening the Instructions.html Document

This practice illustrates how to find SAS web application URLs for our SAS environment, which
are documented in Instructions.html.
Instructions.html is the reference document for your SAS deployment, and it contains any
manual configuration steps that must be performed. It provides an overview of your deployment,
including the web application URLs. It is located under the SAS configuration directory in the
Levn/Documents subdirectory (for example: D:\SAS\Config\Lev1\Documents).
Note: An Instructions.html document is created on each machine that executes the
SAS Deployment Wizard.

a. Access your virtual lab.


b. Locate and open the Instructions.html document. In a default deployment, it is located
under the configuration directory in the Levn/Documents subdirectory.

For Linux Server

1. Use WinSCP, which is located on the client desktop. Because you are looking for web
application URLs, open the connection to the middle-tier server:

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1-44 Lesson 1 Exploring SAS®9 Administration

2. Navigate to /opt/sas/config/Lev1/Documents.

3. Right-click Instructions.html and select Open. (Double-clicking the file renders it in the
WinSCP editor, not Internet Explorer.)

(Optional) You can use MRemoteNg. Use the firefox


/opt/sas/config/Lev1/Documents/Instructions.html command to open the document.
(Make sure that you are on the sasmid.demo.sas.com machine.)

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1.4 Solutions 1-45

For Windows Server

1. Access Windows Explorer and navigate to D:\SAS\Config\Lev1\Documents.

2. Double-click Instructions.html to open the document in the default browser.

c. Click SAS Web Applications in the Overview list at the top of the page.

d. Review the URLs of the SAS web applications. Scroll to SAS Studio Mid-Tier and click the
URL for the SAS Studio web application.

For Linux Server

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1-46 Lesson 1 Exploring SAS®9 Administration

For Windows Server

Note: The page request is going through the SAS Web Server. The port for the SAS Web
Server differs on Windows and Linux environments.

e. The SAS Logon Manager appears initially. It is a web application that handles all
authentication requests for SAS web applications. Users see the same logon page when
they access any SAS web application. It is a global single sign-in session. It enables the user
to access all SAS web applications without a credential change.
Sign in as Eric and use the password Student1.

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1.4 Solutions 1-47

Note: If you used Chrome in the last activity and did not sign out of SAS Studio or close the
browser, you will be automatically signed in to a new SAS Studio session using the
credentials cached by the global sign-on session created by the SAS Logon
Manager.
3. Using the SAS Installation Reporter Program
You run the program identified below to generate a report that shows which SAS components
(for example, software, client applications, and hot fixes) are installed.
a. In SAS Studio, using the Server Files and Folders section of the left pane, expand the host
machine (sasapp or sasserver) and expand Folder Shortcuts > Practice:

b. Double-click sasinstallreporter4u.sas to open the program and click (Run) to execute


the program code.

c. Review the output on the Results tab.

The report includes the following information:


• licensed SAS software (for example, Base SAS, SAS/STAT, and so on)

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1-48 Lesson 1 Exploring SAS®9 Administration

• installed SAS software

• installed SAS hot fixes (along with cursory status)

• other SAS applications or clients

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1.4 Solutions 1-49

• custom versions of SAS Software

• Java environment information (Java Runtime name and version)

• deployment information (Basic SAS and BI)

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1-50 Lesson 1 Exploring SAS®9 Administration

Note: To download the program in your environment, see Usage Note 20390, “The SAS
Installation Reporter program creates a report showing which applications, clients,
and hot fixes are installed”: http://support.sas.com/techsup/notes/v8/20/390.html
Note: There are two SAS procedures that give you similar information:
• The SETINIT procedure tells you what is licensed and the expiration dates, and
it works in all versions of SAS.
• The PRODUCT_STATUS procedure tells you what is installed. Some products
might be licensed but not installed. For example, if you are not actively using
the product, you might not want to use disk space.
d. Click Sign Out in the upper right to close SAS Studio. If prompted, do not save changes.

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1.4 Solutions 1-51

4. Exploring SAS Management Console and SAS Environment Manager


a. From the Start menu, select SAS Management Console. Use the SASAdmin connection
profile that matches the environment that you are using: SASAdmin - Linux Server or
SASAdmin Windows Server. Provide the user ID Ahmed and the password Student1.

b. Open Chrome or Edge from the Windows taskbar. Select SAS Environment Manager from
the Windows or Linux folder on the Favorites bar. Sign in as Ahmed using the password
Student1.

c. Click the Administration tab.

Note: To open Administration in a separate tab, hold down the Ctrl key while clicking
Administration.
d. If space allows, position the Administration window and SAS Management Console where
they can be viewed side-by-side. You might need to resize the windows.

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1-52 Lesson 1 Exploring SAS®9 Administration

e. In SAS Management Console


• On the Plug-ins tab, expand Data Library Manager > Libraries.
• Right-click Sales Analysis Library and select Properties to see the metadata definition.

f. In SAS Environment Manager Administration


• Click (Libraries) in the vertical navigation bar.
• Right-click Sales Analysis Library and select Open to view the metadata definition.

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1.4 Solutions 1-53

g. In both tools, look at the metadata definition to answer these questions:


• Where is the location of this library definition in the metadata folder structure?
/Orion Star/Marketing Department/Data

• Where is the physical location that this library is referencing?


Linux: /opt/sas/Workshop/OrionStar
Windows: D:\Workshop\OrionStar

The Path Specification is on the Options tab.


• Are there any tables registered in metadata in this library? SALES_ANALYSIS

SAS Management Console does not display table information in the metadata definition
of the library. Click Cancel to close the properties window. In the Libraries navigation tree,
click the library name to display any registered tables in the display area.

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1-54 Lesson 1 Exploring SAS®9 Administration

h. Metadata definitions for libraries and tables can also be viewed in the Folder tab or page.
In both tools, go to the Folders tab or page and navigate to the metadata folder location of
the Sales Analysis Library and the SALES_ANALYSIS table.

Note: The table is stored in the same metadata folder as the library to which it is registered.
Registering a library and its registered tables to the same metadata folder is a good
practice due to the metadata access controls. This is discussed in a later lesson.
i. In both tools, click or double-click the SALES_ANALYSIS table to open the metadata
definition.
In SAS Management Console, the table properties accessed from the Folders tab has limited
information. The Plug-ins tab contains more information.

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1.4 Solutions 1-55

j. In SAS Management Console, go to the Plug-ins tab and open the Properties for the
SALES_ANALYSIS table. If needed, expand Data Library Manager > Libraries and click
Sales Analysis Library to list the table in the display are.

Compare this view with the table definition in Environment Manager Administration.
What difference do you notice in the information? SAS Management Console contains
additional information about Indexes, Keys, and Physical Storage.

k. Click Cancel to close the Properties window in SAS Management Console. Leave both tools
open for the next practice.
5. Comparing the Server Hierarchy in SAS Management Console and SAS Environment
Manager
Compare the server hierarchy in the Server Manager plug-in in SAS Management Console to the
Server module in SAS Environment Manager Administration.
a. In SAS Management Console, on the Plug-ins tab, expand Server Manager.

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1-56 Lesson 1 Exploring SAS®9 Administration

b. In SAS Environment Manager Administration, select (Servers) from the vertical


navigation bar.

c. Do the server hierarchies in SAS Management Console and SAS Environment Manager
Administration match?

Yes. Both tools are displaying the same metadata.

Expand SASMeta and SASApp in either interface.


• How many servers are defined under SASMeta?
There is one server under SASMeta.

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1.4 Solutions 1-57

• How many servers are defined under SASApp?


There are seven servers under SASApp.

d. In SAS Management Console, right-click Object Spawner - (sasapp or sasserver) and


select Properties.

e. In SAS Environment Manager Administration, click Object Spawner - (sasapp or


sasserver) to open the properties.

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1-58 Lesson 1 Exploring SAS®9 Administration

f. In both tools, select the Servers tab.

Which server or servers are the object spawner responsible for?

Note: You can monitor SAS compute servers and middle-tier servers in SAS Environment
Manager. In SAS Management Console, you can monitor usage of SAS compute
servers only. (This is covered in later lessons.)
g. Click Cancel to close the properties window in SAS Management Console.
h. You can leave SAS Management Console and SAS Environment Manager open throughout
the class and minimize when not in use.
6. Create a Metadata Server Clients Per Minute chart.
The Saved Chart portlet displays a rotation of all the resource metric charts that you have saved.
The process of creating this type of portlet consists of navigating to the resources that you want
to chart, finding the metric charts that you want to display, and saving them to your dashboard.
When you create the portlet, all your saved charts automatically appear.
a. Go to SAS Environment Manager. You should be logged in as Ahmed.
b. On the Resources page, select Servers
• You can search for the metadata server resource using the drop-down menu that contains
All Groups. Select SAS Metadata Servers and click the arrow at the end to apply the
filter.

• Click the metadata server.

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1.4 Solutions 1-59

• On the left side, under Services, use the drop-down to select All Metrics.

• In the table of metrics, find Total Clients per Minute and position your mouse pointer
on the information icon .

• From the tooltip, select View Full Chart to open the Metric Chart page.
• On the Metric Chart page, select Save Chart to Dashboards.

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1-60 Lesson 1 Exploring SAS®9 Administration

• Select Ahmed’s dashboard and click Add.

• Go to Dashboards to see the saved chart. It is added to the charts list of the Saved Charts
portlet.

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1.4 Solutions 1-61

Solutions to Activities and Questions

1.01 Activity – Correct Answer

PROC SETINIT
returns
information
about your
SAS license.

14
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1.02 Activity – Correct Answer


Who should have SAS Management Console installed on their desktops?

Who should have access to SAS Environment Manager?

SAS administrators are the primary users.


Power users or other systems administrators that are assisting with
specific tasks could also be given access.

36
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1-62 Lesson 1 Exploring SAS®9 Administration

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