Establishing Connectivity to a DataFlux Federation Server

Overview of Establishing Connectivity to a DataFlux Federation Server

The following figure provides a logical view of using a DataFlux Federation Server to access tables from a federated data source.
Establishing Connectivity to a DataFlux Federation Server
DataFlux Federation Server library topology
Setting up a connection from SAS to a DataFlux Federation Server is a two-stage process:
  1. Register the DataFlux Federation Server.
  2. Register the DataFlux Federation Server library.
If you do not know the DSN or connection string to use for accessing the data, then contact the server administrator for that information.

Stage 1: Register the DataFlux Federation Server

To register the DataFlux Federation Server, perform the following steps:
  1. Open the SAS Management Console application.
  2. Right-click Server Manager and select the New Server option to access the New Server wizard.
  3. Select DataFlux Federation Server from the SAS Servers list. Click Next.
  4. Enter an appropriate server name in the Name field (for example, Federation Server). Note that you can supply an optional description if you want. Click Next.
  5. Enter the following server properties:
    Server Properties
    Field
    Sample Value
    Major Version Number
    3
    Minor Version Number
    1
    Software Version
    3.1
    Vendor
    DataFlux
    Click Next.
  6. Leave the connection type set to SAS Connection.
    Click Next.
  7. Enter the following connection properties:
    Connection Properties
    Field
    Sample Value
    Port number
    21032
    Host name
    Specify the host name for the DataFlux Federation Server.
    Authentication type
    User/Password
    Authentication domain
    DFAuth (You might need to create a new authentication domain. For more information, see How to Store Passwords for a Third-Party Server in SAS Intelligence Platform: Security Administration Guide.) Click New to access the New Authentication Domain dialog box. Then enter the appropriate value in the Name field and click OK to save the setting.
    Click Next.
  8. Examine the final page of the wizard to ensure that the proper values have been entered. Click Finish to save the wizard settings.

Stage 2: Register the DataFlux Federation Server Library

After you have registered the DataFlux Federation Server, you can register the DataFlux Federation Server library.
To register the library, perform the following steps:
  1. In SAS Management Console, expand Data Library Manager. Then, right-click Libraries and select the New Library option to access the New Library wizard.
  2. Select DataFlux Federation Server Library from the SAS Data list. Click Next.
  3. Enter an appropriate library name in the Name field (for example, Federated Data Library). Click Browse and select a metadata folder location for the library. Note that you can supply an optional description if you want.
    Click Next.
  4. Select an application server from the list and use the right arrow to assign the application server.
    Click Next.
  5. Enter the following library properties:
    Library Properties
    Field
    Sample Value
    Libref
    FEDREF
    Engine
    FEDSVR
    Identify Connection Information
    Select the radio button for Data Source Name and specify the DSN.
    If you prefer to specify a connection string, then select the radio button for Connection String. For information about DataFlux Federation Server connection strings, see SAS LIBNAME Engine for DataFlux Federation Server: User's Guide.
    You can also click Advanced Options to perform tasks such as pre-assignment and optimization. Click Next to access the next page of the wizard.
  6. Enter the following settings:
    Server and Connection Information
    Field
    Sample Value
    Database Server
    Federation Server (Use the server that you created in the New Server wizard.)
    Database Schema Name
    See your administrator for the correct value.
    Connection
    Use the default value of Connection: server_name.
    Default Login
    Use the default value of (None).
    Click Next.
  7. Examine the final page of the wizard to ensure that the proper values have been entered. Click Finish to save the library settings. At this point, register tables as explained in Registering and Verifying Tables.

Special Considerations for DataFlux Federation Server Libraries

A federated DSN can be configured with several schemas so that data from several data sources can be federated under a single DSN. However, when you register tables for a library that uses a federated DSN, you can register the tables from the first schema only. For more information about how the LIBNAME engine for DataFlux Federation Server supports access to one data source at a time, see SAS LIBNAME Engine for DataFlux Federation Server: User's Guide.