Default Roles and Capabilities for SAS Enterprise Guide

As described in the SAS Intelligence Platform: Security Administration Guide, you can assign users to roles to provide access to selected capabilities in the SAS Enterprise Guide.
Using SAS Management Console, as described in Administering Roles, you can assign users to roles, change the capabilities that are enabled by each role, and create new roles with unique sets of capabilities. You can also register new capabilities for custom tasks.
SAS Enterprise Guide provides four default roles named Advanced, OLAP, Analysis, and Programming. The following table defines the capabilities that are assigned by default to the four roles.
Default Capabilities Assigned to Roles for SAS Enterprise Guide
Role
Capability
Description
Advanced
OLAP
Analysis
Programming
Open or Import Category
Open Files from Local Computer
Use the Open File dialog box to navigate, drag, copy, and paste. Not a substitute for system security.
X
X
X
X
Open Cube from OLAP Server
Navigate to OLAP cubes or open cube source data.
X
X
X
X
Open Files from SAS Server
View the server in the tree, navigate to the server, and open or import files. Not a substitute for system security.
X
X
Open Data from Exchange
Use menus and process flow diagrams to open files in Microsoft Exchange.
X
Open Data from OLEDB
Use menus and process flow diagrams to open files using an installed OLE DB provider.
X
Open Data from ODBC
Use menus and process flow diagrams to open data sources using an ODBC provider.
X
Open Information Map
Enables the Open Information Map task.
X
X
X
X
Import Data
Enables the Import Data task.
X
X
X
X
Save or Distribute Category
1Send SAS Content
Send SAS content to Microsoft Office applications.
X
Save Files to Local Computer
Use the Save File dialog box to navigate, copy, paste, and drag in the local file system. Not a substitute for system security.
X
X
X
X
Save Files to SAS Servers
Use the Save File dialog box to view the server file system tree display, and navigate, copy, paste, and drag in the file systems of SAS servers. Not a substitute for system security.
X
X
X
X
Modify Output Data Location in SAS Tasks
Modify the metadata authorization settings for folders.
X
X
Copy and Paste SAS Server Content
Use menus to copy and paste or drag and drop from SAS servers and libraries. Not a substitute for system security.
X
X
X
Publish to Distribution Channels
Use the Publish menu to create or modify a publish wizard that sends content to distribution channels such as e-mail or Web.
X
Send Content to E-Mail Recipient
Use the Publish menu options E-Mail Recipient and E-Mail Recipient as a Step in Project to modify a wizard that distributes files using e-mail.
X
X
X
Content Category
Create or Modify Advanced Query
Use the Query Builder menu option to create or modify advanced queries.
X
X
X
Create or Modify Data Join in Advanced Query
Use the Add Table and Join menu options to create or modify table joins in advanced queries.
X
X
X
Create or Modify SAS Program
Open, create, and modify SAS code nodes in projects. If not granted, users can still execute SAS programs.
X
X
Add or Modify Custom Code to SAS Task
Create or modify SAS code in SAS Enterprise Guide tasks.
X
X
Create or Modify SAS Stored Process
Use the menu options Create Stored Process and Write TaskCode to Stored Process to create or modify stored processes in SAS Enterprise Guide projects.
X
X
Options Category
1Modify Metadata Authorization
Modify the metadata authorization settings for folders.
X
1Reset Login
Remove the login from metadata associated with a server or library.
X
X
X
X
Modify SAS Server Reference in Project or Document
Use the Select Server menu option to change the internal server reference for all projects that run on the server.
X
X
X
Modify Security Options
Change security options for projects. When not granted, users can view security options.
X
Modify E-mail Options
Change e-mail options for projects. When not granted, users can view e-mail options.
X
X
X
X
Modify Performance Options
Change performance options for projects. When not granted, users can view performance options.
X
X
Modify All Options
Modify all options in the Options dialog box. When not granted, users can view options.
X
X
X
X
Tools and Help Category
Access Unregistered Custom Tasks
Edit or run custom tasks that are not registered in SAS metadata (unless the task is otherwise disallowed).
X
X
X
X
Modify Styles
Use the Style Manager menu option to modify the styles that are used to create reports.
X
X
X
X
Create or Modify Schedules
Use the Schedule Project and Schedule Process Flow menu options to create and modify schedule projects. When not granted, users can view schedules.
X
X
X
Access SAS Enterprise Guide Explorer
Use the Enterprise Guide Explorer menu option to open the explorer, or run the executable file from the operating environment.
X
Access Project Library
Enables the Assign Project Library task.
X
Update Library Metadata
Enables the Update Library Metadata task.
X
X
X
Access Project Maintenance
Open the Project Maintenance dialog box to rename servers and libraries throughout a project.
X
Access SAS Technical Support
Use the menu options under SAS on the Web to navigate to the SAS Technical Support Web site from SAS Enterprise Guide.
X
X
X
X
Data Category
1Explore Data
Explore data in the interactive data explorer.
X
X
X
X
1Quick Stats
Show Quick Stats.
X
Append Tables
Enables the Append Tables task.
X
X
X
X
Delete Data Sets and Formats
Enables the Delete Data Sets and Formats task.
X
X
X
X
Compare Data
Enables the Compare Data task.
X
X
X
X
Data Set Attributes
Enables the Compare Data task.
X
X
X
X
Create Format
Enables the Create Format task.
X
X
X
X
Random Sample
Enables the Random Sample task.
X
X
X
X
Rank
Enables the Rank task.
X
X
X
X
Sort Data
Enables the Sort Data task.
X
X
X
X
Standardize Data
Enables the Standardize Data task.
X
X
X
X
Split Columns
Enables the Split Columns task.
X
X
X
X
Stack Columns
Enables the Stack Columns task.
X
X
X
X
Transpose a Set of Data
Enables the Transpose task.
X
X
X
X
Download Data Files to PC
Enables the Download Data Files to PC task.
X
X
X
X
Upload Data Files to Server
Enables the Upload Data Files to Server task.
X
X
X
X
Describe Category
List Report Wizard
Enables the List Report Wizard task.
X
X
X
X
Distribution Analysis
Enables the Distribution Analysis task.
X
X
X
X
Characterize Data
Enables the Characterize Data task.
X
X
X
X
List Data
Enables the List Data task.
X
X
X
X
One-Way Frequencies
Enables the One-Way Frequencies task.
X
X
X
X
Summary Statistics
Enables the Summary Statistics task.
X
X
X
X
Summary Tables
Enables the Summary Tables task.
X
X
X
X
Table Analysis
Enables the Table Analysis task.
X
X
X
X
Graph Category
1Open ODS Graphics Desginer
Open the ODS Graphics Designer.
X
X
X
1Show ODS Statistical Graph
Show ODS Statistical Graph from an SGD file.
X
X
X
Contour Plot
Enables the Contour Plot task.
X
X
X
X
Bubble Plot
Enables the Bubble Plot task.
X
X
X
X
Radar Chart
Enables the Radar Chart task.
X
X
X
X
Box Plot
Enables the Box Plot task.
X
X
X
X
Donut Chart
Enables the Donut Chart task.
X
X
X
X
Area Plot
Enables the Area Plot task.
X
X
X
X
Pie Chart
Enables the Pie Chart task.
X
X
X
X
Line Plot
Enables the Line Plot task.
X
X
X
X
Bar Chart
Enables the Bar Chart task.
X
X
X
X
Create Map Feature Table
Enables the Create Map Feature Table task.
X
X
X
X
Surface Plot
Enables the Surface Plot task.
X
X
X
X
Map Graph
Enables the Map Graph task.
X
X
X
X
Bar-Line Chart
Enables the Bar-Line Chart task.
X
X
X
X
Tile Chart
Enables the Tile Chart task.
X
X
X
X
Scatter Plot
Enables the Scatter Plot task.
X
X
X
X
ANOVA Category
Linear Models
Enables the Linear Models task.
X
X
X
X
Mixed Models
Enables the Mixed Models task.
X
X
X
X
Nonparametric One-Way ANOVA
Enables the Nonparametric One-Way ANOVA task.
X
X
X
X
One-Way ANOVA
Enables the One-Way ANOVA task.
X
X
X
X
t Test
Enables the t-Test task.
X
X
X
X
Regression Category
Generalized Linear Models
Enables the Generalized Linear Models task.
X
X
X
X
Linear Regression
Enables the Linear Regression task.
X
X
X
X
Logistic Regression
Enables the Logistic Regression task.
X
X
X
X
Nonlinear Regression
Enables the Nonlinear Regression task.
X
X
X
X
Multivariate Category
Canonical Correlation
Enables the Canonical Correlation task.
X
X
X
X
Cluster Analysis
Enables the Cluster Analysis task.
X
X
X
X
Correlations
Enables the Correlations task.
X
X
X
X
Discriminant Analysis
Enables the Discriminant Analysis task.
X
X
X
X
Factor Analysis
Enables the Factor Analysis task.
X
X
X
X
Principal Components
Enables the Principal Components task.
X
X
X
X
Survival Analysis Category
Life Tables
Enables the Life Tables task.
X
X
X
X
Proportional Hazards
Enables the Proportional Hazards task.
X
X
X
Capability Category
CDF Plots
Enables the CDF Plots task.
X
Histograms
Enables the Histograms task.
X
Q-Q Plots
Enables the Q-Q Plots task.
X
Probability Plots
Enables the Probability Plots task.
X
P-P Plots
Enables the P-P Plots task.
X
Control Charts Category
Box Chart
Enables the Box Chart task.
X
X
X
X
c Chart
Enables the c Chart task.
X
X
X
X
Individual Measurements Chart
Enables the Individual Measurements Chart task.
X
X
X
X
np Chart
Enables the np Chart task.
X
X
X
X
p Chart
Enables the p Chart task.
X
X
X
X
u Chart
Enables the u Chart task.
X
X
X
X
Mean and Range Chart
Enables the Mean and Range Chart task.
X
X
X
X
Mean and Standard Deviation Chart
Enables the Mean and Standard Deviation Chart task.
X
X
X
X
Pareto Category
Pareto Chart
Enables the Pareto Chart task.
X
Time Series Category
Forecast Studio Create Project
Enables the Forecast Studio Create Project task.
X
X
X
X
Forecast Studio Open Project
Enables the Forecast Studio Open Project task.
X
X
X
X
Forecast Studio Override Project
Enables the Forecast Studio Override Project task.
X
X
X
X
ARIMA Modeling and Forecasting
Enables the ARIMA Modeling and Forecasting task.
X
X
X
X
Regression Analysis with Autoregressive Errors
Enables the Regression Analysis with Autoregressive Errors task.
X
X
X
X
Basic Forecasting
Enables the Basic Forecasting task.
X
X
X
X
Regression Analysis of Panel Data
Enables the Regression Analysis of Panel Data task.
X
X
X
X
Prepare Time Series Data
Enables the Prepare Time Series Data task.
X
X
X
X
Create Time Series Data
Enables the Create Time Series Data task.
X
X
X
X
Data Mining Category
Model Scoring
Enables the Model Scoring task.
X
X
X
X
1These capabilities were added for the second edition of the SAS 9.3 version of this document. The second edition applies to the 5.1 release for the majority of the desktop applications.