Managing Connection Profiles in SAS Enterprise Guide :: SAS(R) 9.3 Intelligence Platform: Desktop Application Administration Guide

About Connection Profiles

After you install SAS Enterprise Guide, you either create one or more connection profiles for the user or you configure the application to run in no-profile mode, as described in Start SAS Enterprise Guide in No-Profile Mode.

If you have a profile, you connect to a repository by default when you start SAS Enterprise Guide. You can also select a profile to access a different repository.

Within the SAS Intelligence Platform, the connection to the SAS Metadata Server requires agreement between the installed versions of the software, as defined in the following table.

Software Compatibility by Release

SAS Enterprise Guide Release	Compatible SAS Metadata Server Release
4.1	9.1.3
4.2	9.2
4.3	9.2 and 9.3
5.1	9.2 and 9.3

You can deploy and maintain connection profiles from a central location, and you can update profiles automatically from that central location when you start SAS Enterprise Guide. See Create a Shared Profile Deployment with Automatic Updates.

Add, Modify, or Delete Connection Profiles in SAS Enterprise Guide Explorer

To administer connection profiles, follow these steps:

In SAS Enterprise Guide, select ToolsSAS Enterprise Guide Explorer.
In the SAS Enterprise Guide Explorer, select FileManage Profiles.
In the Connections dialog box, select Profiles to add, modify, or delete connection profiles, or select Updates to specify and invoke a profile configuration file. Select Servers to specify the default SAS Workspace Server, as described in the next section.
Click Add to create a new profile.
In the Create Profile dialog box, specify a server name and optional description.
For remote servers, enter a network name in the Machine box.
To simplify support, accept the default port number.
To authenticate users with the user ID and password that are defined in the Windows operating environment, select the Use integrated Windows authentication check box.
If an authentication domain has been implemented, enter the name of that domain in the Authentication domain box. Otherwise, leave the box blank. For information about authentication domains, see SAS Intelligence Platform: Security Administration Guide.
Click Save to add the new profile.
To activate the new profile, select it in the Connections dialog box and select Set Active. If a previous connection was active, it is closed and a new connection is opened. The selected profile is activated each time the user opens SAS Enterprise Guide. The active profile can be changed at any time.

Specify the Active Profile

You can specify one profile as the active profile. To specify an active profile, follow these steps:

Select FileManage Profiles to open the Connections dialog box.
Select Profiles from the selection pane.
Select a profile from the list of defined profiles, and then click Set Active.

Select a Default SAS Workspace Server in Explorer

SAS Workspace Servers execute SAS programs and stored processes as they are requested by SAS Enterprise Guide. To specify the server that runs SAS for a given instance of SAS Enterprise Guide, follow these steps:

In SAS Enterprise Guide, select ToolsSAS Enterprise Guide Explorer.
In the SAS Enterprise Guide Explorer, select FileManage Profiles.
Click Servers, and then click the down arrow to select a default SAS server.

Note: Performance improvements can be achieved when groups of users select a load-balancing cluster of SAS Workspace Servers. For information about load-balancing, see the SAS Intelligence Platform: Application Server Administration Guide.
If a SAS Workspace Server exists on the local host, and you want that server to appear in the list of servers, select Automatically add local SAS server (if installed) to the list. The server does not need to be registered on the SAS Metadata Server for this feature.

Create a Shared Profile Deployment with Automatic Updates

After you define profiles, you can deploy those profiles across your enterprise. You can also automatically update your profiles when you initialize SAS Enterprise Guide. The automatic update specifies a set of profiles and an active profile.

The SAS Add-In for Microsoft Office shares profile information with SAS Enterprise Guide. When you create a shared profile deployment, the SAS Add-In for Microsoft Office and SAS Enterprise Guide update their profiles automatically. Profiles are updated when you start SAS Enterprise Guide or start a Microsoft Office application.

Follow these steps to create a shared profile deployment and enable the automatic update of profiles:

Open SAS Enterprise Guide, and then select ToolsSAS Enterprise Guide Explorer.
In SAS Enterprise Guide Explorer, select ToolsProfile Deployment Wizard.
On page 1 of the wizard, read the wizard tasks and click Next.
On page 2, click Configure Profiles to display the Connections dialog box. Click Add or Modify to specify the profiles that you plan to deploy and automatically update.
On page 3, click Begin Test to test your profiles. When you have finished the test, click Next.
On page 4, specify a network-accessible storage location that will receive the configuration file SDSUpdate.xml. The configuration file will contain your profiles, and it will also identify your choice of active profile. Make sure that the storage location can be accessed by all relevant instances of SAS Enterprise Guide and the SAS Add-In for Microsoft Office.
On page 5, specify a local storage location for the configuration files. The directory that you specify will receive the file SDSControl.xml. The SDSControl.xml file will contain a statement that enables the automatic update of profiles on the local host, and it will specify the network storage location of SDSUpdate.xml.
On page 6, click Finish to generate the configuration files and enable automatic profile updates on the local host.
Copy or move the file SDSUpdate.xml from your local host to the network storage location that you specified in the wizard.
Copy or move the file SDSControl.xml from your local host to your SAS software depot. Locate the file in the top-level directory for SAS Enterprise guide. Here is a typical location:
```
\\depot-host\Depot_date_type\products\eguide__release__win__locale__sp0__1
```
With the configuration files in place, you can now deploy SAS Enterprise Guide to new hosts from your depot with pre-configured profiles and a specified active profile.
To enable the automatic update of profiles on other hosts, open SAS Enterprise Guide Explorer, open the File menu, and select Manage Profiles.
In the Connections window, select Updates.
Select Update profiles automatically.
In the field Location of update file, specify the network storage location of the file SDSUpdate.xml.
To update profiles immediately, click Check for updates now.

Deploy Customized Options

Follow these steps to deploy a standardized set of site-specific options:

Start the instance of SAS Enterprise Guide in your SAS software depot, and then select ToolsSAS Enterprise Guide Explorer.
In SAS Enterprise Guide Explorer, select ToolsCustomize SAS Enterprise Guide Options.
In the Options dialog box, review and update each option in each category to suit the needs of your enterprise.
Click Save As to open the Save File window. Note the default storage location, and then click Save to update the file EGOptions.xml.
To deploy SAS Enterprise Guide with customized options, copy the file EGOoptions.xml from your host into your SAS software depot. Copy the file into the top-level directory for SAS Enterprise Guide. Here is a typical network location:
```
\\depot-host\Depot_date_type\products\eguide__release__win__locale__sp0__1
```

Create Desktop Shortcuts for Profiles

After you create profiles, you can associate profiles with shortcuts on the Windows desktop. This capability enables you to start SAS Enterprise Guide with a specific profile by clicking on a specific shortcut. You can also start SAS Enterprise Guide without a profile by using a desktop shortcut.

To associate a profile with a desktop shortcut, follow these steps:

Create a shortcut for the file SEGuide.exe. By default, it will be in the directory C:\Program Files\SAS\EnterpriseGuide\version.
Right-click on the shortcut that you created and select Properties.
To start SAS Enterprise Guide by using a specific profile, locate the path in the Target box. At the end of the path, add a blank space and type /profile: profile-name. If the profile name includes spaces, you must enclose the name in quotation marks:
```
 “C:\Program Files\SAS\EnterpriseGuide\x.x\SEGuide.exe” /profile:”Cube Query 1”
```
To use the shortcut to run SAS Enterprise Guide without a profile, add /noprofile to the end of the Target box:
```
 “C:\Program Files\SAS\EnterpriseGuide\x.x\SEGuide.exe” /profile:noprofile
```
Click OK.

Start SAS Enterprise Guide in No-Profile Mode

To run SAS Enterprise Guide without a profile, display the Connections dialog box, select Profiles, and then select <do not use a profile>.