Prerequisites for Administering the Portal

What You Should Know

In order to administer the SAS Information Delivery portal, you should familiarize yourself with the following:

the concepts that are listed in Prerequisites for Administering the Web Applications.
the SAS Web Infrastructure Platform. See Working in the Middle-Tier Environment in SAS Intelligence Platform: Middle-Tier Administration Guide.
which SAS users have permissions to administer the portal, and what additional users you should define for administration purposes. See Administering the Portal.
how to use the portal, including information about the following:
- how to start the servers and log on. See Starting the Web Applications in SAS Intelligence Platform: Middle-Tier Administration Guide.
- what the portal enables users to accomplish, and the main tasks that users can perform in the portal. For a general introduction and tour of the portal, see SAS Information Delivery Portal: Introduction. Also, see the online Help for the portal.
- how to create a page in the portal, add portlets to the page, add links and other items to portlets, search for items, view, and navigate information maps and reports, and other tasks. For instructions, see the online Help that is provided with the portal. Also, see Overview of Adding Content.
the software components that are required for portal operation. For a description of these components, see Understanding the Components of SAS Information Delivery Portal.
location of important portal files. See Important Portal Administrative Files.
the main tasks for administering the portal. See Main Tasks for Administering the Portal.

What You Should Do

Before you can administer the SAS Information Delivery Portal, the portal must be functional. Make sure that you have completed the following tasks:

installed and configured the Java Software Development Kit (SDK) for JBoss or WebLogic application server. The WebSphere application server ships with its own version of the JDK, which is installed when you install WebSphere.
installed and configured a Web application server such as JBoss, WebLogic, or WebSphere application server. During installation, the SAS Deployment Wizard can configure the Web application server.
using the SAS Deployment Wizard, you installed and configured the middle-tier software that is required for portal operation. In summary, the portal:
- relies on the Web Infrastructure Platform, SAS Web Application Themes, and SAS Foundation Services
- uses SAS Web Report Studio and SAS Stored Process Web Application
- uses SAS application and data servers (SAS Workspace Server, SAS Stored Process Server, and SAS OLAP Server) to render SAS data and run SAS programs
- uses the SAS Content Server for read-write HTTP functionality
defined the required SAS users on the host and in the SAS Metadata Server.
- For a summary of these users, see “Understanding the State of Your System” in the SAS Intelligence Platform: System Administration Guide.
- For information about how to create users and assign them to groups and roles, see the SAS Management Console: Guide to Users and Permissions.
- To understand how role assignments affect users' ability to perform the system administration tasks that are documented in this guide, see Chapter 3, “Who Can Do What: Credential Requirements for SAS Management Console Tasks” in the SAS Intelligence Platform: System Administration Guide.
In addition, you might have created additional credentials to access SAS application and data servers (SAS Workspace Server, SAS Stored Process Server, and SAS OLAP Server).
verified that your portal operates correctly. See Verifying Portal Operation.