Administer a Connection Profile for the SAS Add-In for Microsoft Office

Create a Connection Profile

A connection profile defines the connection between the SAS Add-In for Microsoft Office and a SAS Metadata Server. The SAS Metadata Server contains metadata definitions for objects such as workspace servers, libraries, and users. These definitions are used by the SAS add-in and other SAS applications. The SAS Metadata Server connection provides secure access to enterprise servers and data sources.

The Connections window provides the interface to Profiles, Servers, and Updates. Any changes made to the connections are applied to SAS Enterprise Guide and to all Microsoft applications that use the SAS add-in. To access the Connections window, follow these steps:

In Microsoft Office 2007 and later, select the SAS tab in the Ribbon, and select ToolsConnections. The Connections window appears.
In Microsoft Office 2003 (not supported starting with 5.1), select SASToolsConnections.
In Microsoft Outlook 2010, click the SAS tab in the Ribbon. In the Tools group, click Connections.
In Microsoft Outlook 2007, select SAS Central Options. In the Options dialog box, click the SAS tab, and then click Connections.

To configure the Profiles, Servers and Updates, refer to the online Help.

In Microsoft Office 2003 (not supported starting with 5.1), click SASHelpSAS Add-In for Microsoft Office Help.
In Microsoft Office 2007 and later, click SASHelpHelp for SAS Add-In for Microsoft Office.

Select No-Profile Mode

You can create a profile that connects you to the metadata repository that is installed on the local host. This type of profile supports single-machine configurations. You can also use the add-in without a profile, although you can access only a SAS server installed on your local machine.

To invoke no-profile mode, open the Connections window by selecting SAS

Tools

Connections. The Connections window is displayed. Select Profiles

<do not use profile> from the list of available profile-related actions. Then select from the list of profiles that have been defined. An icon identifies the active profile.