Managing Workspace Servers and Stored Process Servers

Moving Workspace Servers and Stored Process Servers

Overview of Moving Workspace Servers and Stored Process Servers

If you have installed a workspace server, pooled workspace server, or a stored process server on a machine separate from other SAS servers, you can use the instructions in the following topics to move the server to a new machine.

Note: If you are moving a server to a different machine, then the Update Host Name References feature of the SAS Deployment Manager might be useful. For more information, see Using the SAS Deployment Manager to Update Host Name References in the SAS Intelligence Platform: System Administration Guide. [cautionend]

In addition to changing the machine name (and port number), if you move a server to a machine with a different operating system or to a machine with an operating system other than Windows, you might need to reconfigure the following:

accounts for authentication. You might need to define accounts on the authentication provider for the new server machine.
metadata on the SAS Metadata Server. The following metadata definitions might require reconfiguration or additional configuration:
- server definition. On the server definition, you might need to use the Server Manager plug-in to SAS Management Console to change the following parameters:
  - SAS startup command. You might need to change the startup command for the new operating system.
  - authentication domain. When you move a server, you might need to set up an additional authentication domain.
- login definitions. For the login definitions that access the server and the login definitions that are used in the load-balancing configuration (for example, the SAS Guest user's login, if you performed an Advanced or Personal installation), you might need to use the User Manager plug-in to SAS Management Console to do one or more of the following:
  - define a new login definition. When you move a server, you might need to create a new login definition for the new authentication domain.
  - define a new login definition for a different authentication process. When you move a server, you might need to create a new login definition with credentials to access a server in a different operating system within the default authentication domain.
  - change the format of the user ID in the login definition. When you move a server, you might need to change the fully qualified user ID for any login credentials used to access that server.
- stored process definitions. You might need to use SAS Management Console to specify a new location for your source code repository.
spawner startup command. If you change operating systems when you move machines, you might need to change the spawner startup command.

Move Workspace Servers and Stored Process Servers

To move a workspace, pooled workspace, or stored process server to a different machine, follow these steps:

Use SAS Management Console to reconfigure the server definition for the new machine:
1. In SAS Management Console, expand the Server Manager to locate the server definition for the specified server.
2. Right-click the icon for the server, and select Properties from the pop-up menu. A properties dialog box displays.
3. For each new server, follow these steps:
  1. Click the New button. The Add New Machine dialog box displays.
  2. In the Host name field, change the name to the host name of the new machine for your server, and then click OK. The new host name should display in the list of available servers.
  3. If the server is no longer to be used on a machine, remove it from the Selected list. (Click the server name, and then click the left-pointing arrow button.)
  4. If you need to change the server startup command or add any object server parameters, make your changes in the appropriate fields. For more information, see SAS Management Console online Help and OBJECTSERVERPARMS System Option.
  5. Click OK to save the new configuration to the metadata repository.
  6. If you need to change the authentication domain or the port that the new server uses, continue with the next step. Otherwise, skip to step 2.
  7. Click the icon for the server, and in the SAS Management Console's right pane, select the Connections tab.
  8. On the Connections tab, right-click the connection entry for the server, and select Properties from the pop-up menu. A connections properties dialog box displays.
  9. Click the Options tab. In the Bridge port field, enter the port that you want the connection to use.
  10. To change the authentication domain, click the New button. The New Authentication Domain dialog box displays.
  11. In the Name field, enter the new authentication domain name for the server, and then click OK. The new authentication domain displays in the Authentication domain field.
4. Click OK to save the new configuration to the metadata repository.
Use SAS Management Console to reconfigure the spawner definition for the new machine:
1. In the SAS Management Console navigation tree, locate and select the spawner definition, then right-click and select Properties from the pop-up menu.
2. If your spawner name contains the machine name, change the Name field to specify the name of the new machine.
3. Select the Options tab.
4. In the Available list, click the name of the new machine for your server, and then click the right-pointing arrow. The new machine name should display in the Selected list.
5. If the server is no longer to be used on a machine, remove it from the Selected list. (Click the server name, and then click the left-pointing arrow button.)
6. If you have any other servers associated with the spawner, select the Servers tab. In the Selected servers list box, select the other servers and move them to the Available servers list box. Click OK. You must then define a new spawner for these servers.
7. Click OK to save the new configuration to the metadata repository.
8. If you need to change the authentication domain or the spawner operation connection port that the new server uses, continue with the next step. Otherwise, skip to step 3.
9. Click the icon for the spawner definition, and in the SAS Management Console's right pane, select the Connections tab.
10. On the Connections tab, right-click the connection entry for the spawner, and select Properties from the pop-up menu. A connections properties dialog box displays.
11. Click the Options tab. In the Port field, enter the port that you want the connection to use.
12. If you changed the server's authentication domain, select the same new Authentication domain field for your spawner.
13. Click OK to save the new configuration to the metadata repository.
Edit the policy files for any applications that need to access the new server machine. (For details about editing policy files for the portal Web application and its components, see Configuring and Deploying Restrictive Policy Files in the SAS Intelligence Platform: Web Application Administration Guide).
Install SAS 9.2 and SAS Integration Technologies on the new machine.
Copy your metadata configuration file (XML file) and spawner start-up script from your spawner configuration directory to the same directory on the new machine. If necessary, change the spawner start-up script for the new machine.
Ensure that the SAS Spawned Servers user can authenticate against the host authentication provider for the machine.
Ensure that users who need to access the server are defined for the machine's host authentication provider.

Required Tasks after You Move Workspace Servers and Stored Process Servers

When you are finished modifying the server and spawner definitions, follow these steps:

If you have added a new authentication domain for the machine, do both of the following:
- Use the User Manager plug-in to SAS Management Console to add a login definition for access to the server.
- Use the User Manager plug-in to SAS Management Console to modify the login definition for the multi-user login (for example, the SAS General Server group login, if you performed an Advanced or Personal installation). Modify the login definition to specify the new authentication, and, if required, the new user ID credentials.
If you have changed operating systems and need to modify user credentials, use the User Manager plug-in to SAS Management Console to modify user and group login definition for the new user ID credentials of the new machine.
If you need to move the stored process source code repositories to a different directory, use SAS Management Console to modify the stored process definition and change the Source Code Repository field on the Execution tab of the Stored Process Properties dialog box.
If your stored process definitions reference content on the old stored process or workspace server machine, you must add the content to the directory that you defined in the stored process definition.
Restart the object spawner.

For more information, see "Operating Your Servers" in SAS Intelligence Platform: System Administration Guide.

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