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Using the Backup Wizard in SAS Management Console

Use the Backup Wizard to Define a Backup Job and a Corresponding Restore Job

To use the Backup Wizard to define a backup job and a corresponding restore job, follow these steps:

  1. Log on to SAS Management Console as a user with the appropriate credentials (see Who Can Do What in the Metadata Manager Plug-in).

  2. In the Plug-ins view, expand the Metadata Manager node and the Metadata Utilities node.

  3. Right-click the Backup & Restore node, and select New Definition.

  4. On the first wizard page, you can select the following options:

    Reorganize Repositories

    reclaims unused disk space that is left from previously deleted metadata objects. If this option is selected, the backup process does the following:

    • re-creates the repository data sets as it copies them to the backup destination, eliminating unused space in the process

    • copies the re-created data sets back to their original locations

    Because of the overhead that is associated with re-creating the data sets, you might not want to select this option for every backup. Consider using this option once a month and after large amounts of metadata have been deleted.
    Default: Unselected
    Run Analysis Procedure

    checks the repository backup files for unnecessary indexes, long character variables that can be stored as variable-length strings, duplicate strings, and other issues that can affect memory. Then the next time you run a backup, the backup program uses the results of the analysis to perform memory optimization tasks. These tasks optimize the amount of space that is used when repository records are read into the metadata server's memory.

    It is not necessary to use the RUNANALYSIS option on a regular basis. Variable usage is unlikely to change much unless you add or delete a significant percentage of the total metadata in a repository. The analyses are most useful after metadata is first loaded into SAS Metadata Repositories and after significant updates are applied.

    Default: Unselected
    Back Up Metadata Journal File

    backs up the metadata journal file. You can select this option only if the JOURNALPATH option is specified in the omaconfig.xml file. (For new installations, this option is specified by default.) For more information, see Configuring Metadata Server Journaling.

    Default: Selected
    Back Up READONLY Custom and Project Repositories

    includes project and custom repositories in the backup if they have a registered access mode of ReadOnly. If you do not select this option, the backup includes only repositories that have a registered access mode of Online or Administration.

    Note:   

    • You cannot create or run a backup job if the foundation repository has a registered access mode of ReadOnly. If your foundation repository is registered as ReadOnly, then you must change its registered access mode to Online. See Change the Properties of a Metadata Repository.

    • You cannot use the Backup Wizard to back up repositories that have a registered access mode of Offline.

    • If you need to back up an Offline repository or a ReadOnly foundation repository, you can use the %OMABAKUP macro directly by submitting the macro in the program editor or from a .sas file (see Using the %OMABAKUP Macro to Perform Backups and Restores).

      [cautionend]
    Default: Selected
    Back Up Configuration Files

    includes the metadata server's configuration files, including omaconfig.xml, adminUsers.txt, trustedUsers.txt, and logconfig.xml, in the backup

    Default: Selected
    Generate Debug Output

    creates detailed log messages that you can use to troubleshoot the backup program. The messages are placed in the SAS log, which is written to the backup destination directory.

    Default: Selected

  5. Click Next. The next wizard page specifies the SASMeta application server, which contains a workspace server that is local to the metadata server machine and that is configured to run operating environment commands. This workspace server is used by default to run metadata utilities such as the Backup Wizard. (For more information, see About the SASMeta Server Context).

    You do not need to make any entries or selections on this page. When you click Next, the wizard validates the workspace server. You might be prompted to provide credentials.

  6. The next wizard page lists the repositories that will be backed up. Verify that these are the correct repositories.

    Note:   You cannot make any changes on this page. However, you can go back to the first wizard page and check or uncheck the option to back up ReadOnly repositories.  [cautionend]

  7. On the next wizard page, specify the backup directory, which is the directory location to which the backup is to be written. The default location is as follows:

    SAS-configuration-directory\Lev1\SASMeta\MetadataServer\SASBackup

    You can use this location or specify another location, keeping the following information in mind:

    • As a best practice, you should direct the backup to a location that is included in your regular system backups.

    • If the backup directory already contains backup files from a previous backup, those files will be deleted.

    • You can specify any network location that is accessible from the workspace server. If you want to write the backup files to a path that is remote to the workspace server, then specify a UNC path (for example, \\D2345\C$\SASBackup).

      Note:   If your metadata server and workspace server are installed on a Windows host, do not specify a mapped drive.   [cautionend]

    • If the backup directory does not exist, then you can create it by using the Browse button.

  8. On the next wizard page, enter a unique name for the job definition. To identify the definition as a backup job, the wizard appends _B to the name that you enter. The wizard also creates a corresponding definition for a restore job and appends _R to its name.

    After you enter the name, select one of the following options:

    • Do not run the job now, but save the definition.

    • Run the backup now and save the job definition.

  9. On the next wizard screen, confirm the information that you entered. Then click Finish. The wizard does the following:

    • saves the job definition with the suffix _B

    • creates and saves a corresponding definition for a restore job. The wizard gives the restore job the same name that you entered for the backup job and adds the suffix _R to the end of the name.

  10. If you selected Run the backup now and save the job definition., the wizard displays the following prompt:

    Job definition was successful created. Run job now?

    Select Yes if you want to begin executing the backup job now.

    For additional information about running the job, including information about entering SAS Application Server credentials and verifying the backup results, see Run a Backup or a Restore Job That Was Created by the Wizard.

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