README

SAS® Enterprise Guide® 4.1
Update Metadata Library Task

This package contains a new task that reports on and updates library metadata
using the METALIB procedure.  It replicates some of the function of the Import
Tables feature in SAS Management Console.

Background

SAS libraries that are defined in metadata can contain definitions for tables
(SAS data sets or views) that reside in those libraries.  Some SAS BI
applications (such as Information Map Studio) hold it as an absolute requirement
that those tables are registered in metadata before they can be used.

Other applications that utilize the META libname engine, such as SAS Enterprise
Guide and SAS Add-In for Microsoft Office, can use metadata libraries in a
special mode such that tables that are physically present in the library are
automatically surfaced. 

By default though, these applications show only those tables that are registered
in metadata.

The typical methods for registering tables are:
* Using SAS Management Console to Import Tables.
* Using Data Integration Studio to register the tables as part of an ETL
process.
* With SAS 9.1.3 Service Pack 3, programmatically registering tables, and
synchronizing metadata about existing tables, using PROC METALIB.  This task
uses that mechanism.

Activities supported by this task:
* Report on contents of a library, as far as metadata is concerned
* Report on differences between physical tables and what’s in metadata
* Synchronize metadata entries with what’s in the physical tables
* Optionally synchronize just tables currently defined in metadata, or
synchronize and add new tables that might be present
* Delete obsolete entries from metadata by removing tables that no longer
actually exist

Deploying the Update Library Metadata Task

To install this task for SAS Enterprise Guide 4.1, use the following steps:

1. Extract all files in this archive to a single directory.

2. Open a command prompt window.

3. CD to the directory that contains these extracted files.

4. Run the Install.vbs script with the following command:
cscript Install.vbs
The script will copy the task DLL module and help file.

If you want to bypass the Install.vbs script, you can copy the files directly
with these steps:

1. Copy SAS.MetalibWizard.dll to this folder:
C:\Program Files\SAS\Shared Files\BIClientTasks\Custom

Note: 	You might need to first create the Custom directory.  Also, the location
of the SAS\Shared Files directory may vary depending on your configuration.

2. Copy SEGMenu.config to the Enterprise Guide 4 product directory (for example,
C:\Program Files\SAS\Enterprise Guide 4\). This copy will replace a version of
the file that is already there.

Using the Update Library Metadata Task

1. Choose Tools->Update Library Metadata to begin the task. 

2. On the first page of the wizard that opens, select the SAS library that you
want to work with. 

3. On the second page of the wizard, select the action that you want to perform
with the task.  If the action involves updating the library metadata, you can
optionally specify different credentials to perform this administrative task.

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Copyright (c) 2007 SAS Institute Inc. Cary, NC, USA. All rights reserved.

11 May 2007